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6.0 - 10.0 years
14 - 18 Lacs
Thane
Work from Office
Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.
Posted 3 months ago
6.0 - 10.0 years
14 - 18 Lacs
Nagpur
Work from Office
Branch Manager For One of the Leading Capital Market Company Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.
Posted 3 months ago
0.0 - 2.0 years
10 - 14 Lacs
Mumbai
Work from Office
Financial Analyst Mumbai| Full-time (FT) | Financial Markets Shift Timings APAC/EMEA/NAM |Management Level Analyst| Travel Requirements - NA The ideal candidate must possess strong communication skills, with an ability to listen to and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Analyst Roles & responsibilities Working on...
Posted 3 months ago
6.0 - 10.0 years
14 - 18 Lacs
Hingoli
Work from Office
Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.
Posted 3 months ago
6.0 - 10.0 years
14 - 18 Lacs
Navi Mumbai
Work from Office
Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.
Posted 3 months ago
2.0 - 7.0 years
1 - 5 Lacs
Jalgaon, Nagpur, Ahmednagar
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Relationship Manager Experience: 2 - 5 Years Job Description: Role & Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite, and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a w...
Posted 3 months ago
2.0 - 5.0 years
10 - 15 Lacs
Mumbai
Work from Office
Job Title: Sr. Research Analyst/ Research Analyst – Fixed Income Research & Valuations Division – CRISIL Intelligence Department – Fixed Income Research Website- https://intelligence.crisil.com/ Experience: 2-5 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, government securities, state development loans, Treasury bills etc. Construction and review of yield curve across issuers, sectors and rating categories. Establishing a strong network for polling across market participants – mutual funds, insurance companies, banks, primary dealers, brokers, arrangers and other active investor/ traders seg...
Posted 3 months ago
7.0 - 10.0 years
25 - 30 Lacs
Hyderabad
Hybrid
(Data Analyst Corporate Technology Data Engineering & Analytics)-(Full-Time, Hyderabad) The Opportunity Join our dynamic team as a Data Analyst – Corporate Technology Data Engineering & Analytics, where you'll play a pivotal role in driving the execution of our Data strategy. This role is crucial in driving digital transformation and operational efficiency across Investment Management. As part of this role, you will lead to extracting value from data by facilitating the creation of high-quality data solutions that drive decision-making and operational efficiency. You’ll use your skills to provide subject matter expertise and complete in-depth data analysis, which contributes to the strategic...
Posted 3 months ago
5.0 - 7.0 years
6 - 9 Lacs
Gandhinagar
Work from Office
Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas of the bank ca...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
Join our team and become a valued member who appreciates precision, collaboration, and forward-thinking. Elevate your career as a Reference Data Manager II and contribute to redefining excellence in financial data management. Utilize your analytical skills to interpret price movements in correlation with market news and expectations. Collaborate with pricing vendors to address discrepancies and mitigate risks. Your expertise will drive the production and analysis of valuation movements within client portfolios on a daily and monthly basis, ensuring all tasks and reports are executed with utmost accuracy and timeliness. As a Reference Data Manager II in the Financial Data Management team, you...
Posted 3 months ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As a Reference Data Manager, you will play a crucial role in overseeing and validating bond prices sourced from third-party providers. Your primary responsibility will be to ensure the accuracy of these prices by comparing them against various market references. By analyzing price movements in response to market news, you will collaborate with pricing vendors to address discrepancies and mitigate potential risks. Additionally, you will be tasked with generating and analyzing valuation changes within client portfolios on a daily and monthly basis. Your involvement in the pricing control process development and participation in ad-hoc projects will be essential to the team's success. Your day-...
Posted 3 months ago
2.0 - 7.0 years
3 - 4 Lacs
Dehradun, Jabalpur, Meerut
Work from Office
Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...
Posted 3 months ago
2.0 - 7.0 years
3 - 4 Lacs
Noida, Ghaziabad, Patna
Work from Office
Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...
Posted 3 months ago
1.0 - 3.0 years
1 - 2 Lacs
Bengaluru
Work from Office
Skill required: Next Generation Customer Operations - Customer Service Designation: Associate Qualifications: Any Graduation,Any Graduation Years of Experience: 1 - 3 yrs Language - Ability: English(International) - Proficient About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Ap...
Posted 3 months ago
1.0 - 6.0 years
1 - 3 Lacs
Kolhapur, Vasco Da Gama, Sangli
Work from Office
Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 3 months ago
1.0 - 6.0 years
1 - 6 Lacs
Guwahati, Kolkata, Burwan
Work from Office
Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 3 months ago
2.0 - 5.0 years
3 - 7 Lacs
Bengaluru, Karnataka, India
On-site
Key Responsibilities: Process manual bookings for Stocks, Bonds, IPOs, and Ad-hoc margin lending Monitor and resolve trade exceptions , suspense accounts , and error reports Execute daily run sheets , morning reports , and end-of-day reconciliations Liaise with Offshore Financial Advisers , Operations , and Risk teams as required Maintain system accuracy across internal systems and exchange-related vendor systems ( IRESS / OMGEO / CTM ) Handle Corporate Action Reporting Manage monthly processing for Financial Advisor Fees into the system Ensure compliance with internal controls and escalation protocols Key Competencies / Skills: High accuracy in data entry and validation Strong analytical sk...
Posted 3 months ago
1.0 - 6.0 years
2 - 7 Lacs
New Delhi, Hyderabad, Bengaluru
Work from Office
Designation: - Relationship Manager Location- Pan India Responsibilities: - Responsible for onboarding agents with the help of given data. Design and implement effective marketing strategies to connect with prospective clients, generate leads, and acquire agents. Follow up on the qualified prospects through regular activity Reaching the targets and goals set for your profile Desired Profile of the candidate: - Excellent communication and presentation skills Outgoing Likeable personality Good negotiating , convincing and interpersonal skills Some one who has knowledge in MF, Stock Market or Banking products eg.Credit Card, Banking account Education: - HSC, Graduate. Experience in Insurance, S...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Noida, Ghaziabad, Patna
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Bhubaneswar, Visakhapatnam, Hyderabad
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Mumbai, Rourkela, Pune
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Kolkata, Ahmedabad, Rajkot
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Dehradun, Jabalpur, Meerut
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Ludhiana, Chandigarh, Ambala
Work from Office
Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You should have experience in Investment operations, specifically in Asset servicing role which involves setting up Assets like Mutual funds, managing NAVs, and performing hands-on Unit pricing function. You must possess Asset Servicing experience and be familiar with key tasks such as Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, and have a working knowledge of Assets, Bonds, Equities, Derivatives, Income and capital, corporate actions, and data flows. It is essential to retain knowledge and apply it in future scenarios related to Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, Unit Pricing, and Pricing....
Posted 3 months ago
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