797 Bonds Jobs - Page 27

Job Overview: 1. Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc). 2. Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix Qualifications and Skills: Knowledge or interest in Mutual Funds and Finance Good communication skills Basic computer skills Recent graduates with a degree in Finance or related field Freshers with a passion for the financial services industry Strong understanding of the investment business Excellent interpersonal skills.

Role & responsibilities Channel Development & Management: Identify, onboard, and activate new channel partners for LAS business. Regular engagement with existing partners to increase wallet share and ensure consistent business flow. Train and support partners with product knowledge, systems, and processes. Sales & Business Growth: Achieve monthly and quarterly LAS disbursement targets through channel partners. Work closely with internal credit and operations teams to ensure smooth end-to-end disbursement processes. Analyze market trends and competitor offerings to provide market insights and strategic inputs. Relationship Management: Build strong relationships with partners to ensure long-te...

Role & responsibilities Who we are looking for As an Income COE Officer, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COEs) by monitoring and processing custody, accounting, middle office related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients and people management. Why this role is important to us Income COE deals with end to end processing of events across custody, accounting, middle office and claims services for our clients. This involves ...

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financi...

CA Qualified-then Minimum 2 yrs, max 8 yrs Exp- IFRS/US GAAP/-5-10 yrs Purely Investment & Reporting Exp Drop cv on supreetbakshi@imaginators.co Required Candidate profile Hiring for Investment Accounting role, Hedge Accounting (No Hedge Fund Accounting)/Derivative Accounting/ Investment Accounting

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH...

Opportunity The candidate will work dedicatedly with an investment bank and will be responsible for end-to-end management of the projects. The candidate should have the experience of working on Operational/ Financial/ Risk Benchmarking with understanding of metrics such as fixed and floating debt, Loans, along with other basic valuation metrics. Further the candidate should have general understanding of approach Industry studies/ analysis, country overviews and case studies. The candidate will be in direct interaction with client and responsible for final delivery of projects. Key Responsibilities Supporting the DCM team (Corporate IG/ HY or DCM FIG) of a leading bank in preparing market upd...

Dear Applicants, Greetings from Teamware Solutions! Position: Clearing Ops Experience: 1-3 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description:- Primary Responsibilities The primarily function within the team is the completion of daily tasks, including (but not limited to): • Capturing and allocating business which is executed by external brokers and Give In to Morgan Stanley • Trades that are executed by Morgan Stanley and give Up (Execution only business) to external brokers. • Monitor matching systems and ensure that all flow matches or clears internally. A...

Client Acquisition & ManagementInvestment Advisory & Portfolio ManagementBusiness Development & GrowthAdvise clients on investment opportunities across asset classes, including NCDs, equity, MFs, corporate Fds and have good network with IAFs. Required Candidate profile 2 years in HNI sales & relationship management from BFSI sector Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking. Perks and benefits Performance-driven culture with high incentives

CA Qualified-then Minimum 2 yrs, max 8 yrs Exp- IFRS/US GAAP/-5-10 yrs R2R /Investment Banking exp Purely Investment & Reporting Exp shweta-9999309521 shwetaa.imaginators@gmail.com Required Candidate profile Hiring for Investment Accounting role, Hedge Accounting (No Hedge Fund Accounting)/Derivative Accounting/ Investment Accounting

Hiring for Investment Accounting role, Hedge Accounting (No Hedge Fund Accounting)/Derivative Accounting/ Investment Accounting Experience: 5-10 yrs IF CA then Minimum 2 yrs, max 8 yrs Required Candidate profile Derivative Accounting/ Investment Accounting, Mark to Market booking, accrual, amortization accounting, Derivative, swap, future, option, STAT reporting, US GAAP, IFRS reporting

Investments | Qualified CA(Mandate) | Gurgaon / Bangalore (WFO) Skills: Derivative/Investment, MTM, Closing, SEC, STAT, US GAAP, IFRS Shift: 4:30 pm–1:30 am CTC: Max upto 29 LPA Exp: 2–8yrs Call/ WhatsApp: 9810996899 Email: latika.chopra05@gmail.com Required Candidate profile Mandate Skills: Derivative/Investment Accounting, MTM, SEC, STAT, US GAAP, IFRS(Green, Yellow & Blue book) NOT ACCEPTED - Hedge Fund Accounting, NAV valuation, management interest calculation profiles

About the Role: Grade Level (for internal use): 10 The Role Treasury Analyst The Treasury Analyst will play a key role in enhancing operational efficiencies and providing comprehensive support to the global Treasury team. This position requires collaboration with various corporate finance functions and serves as a subject matter expert in cash management operations, treasury compliance, Know Your Customer (KYC), and banking relationship management. The ideal candidate will demonstrate a strong commitment to their work, a proactive attitude towards learning and skill development within the Treasury function, and the ability to execute tasks meticulously while maintaining a holistic view of Gl...

ICICI Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive Process:- (Chat/Voice Process) Note:- Work From Office. Salary :- 1.80 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium Voice/Chat process for enterprise business (Customer Service) Graduate Fresher & experience ( Chat/ Voice Customer service Exp ) can apply. Flexible to work in any shift Rotational . Working days 6 days working. Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days...

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financi...

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ Years in sales/wealth ma...

About The Role 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...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location - Surat, Ahmedabad, Var...

Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs. Experience - 1) Minimum 5...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 1) Need to improve and maintain the client activity ratio by activating clients across the segments. 2) Ability to co-ordinate with different teams. 3) Need to have a channel management skill. 4) Should be Team Leader, who is able to hire and train new Relationship Managers 5) Strong analytical skills to in...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 1) Minimum 5 Years in sales of Seconday ...

We are at Mirae Asset ShareKhan hiring for below role Designation - Investment Counsellor ( Senior Wealth Manager ) Role & responsibilities - Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or s...

Dear Applicants, Greetings from Teamware Solutions! Position: IWM Ops role Experience: 2-5 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description:- Primary responsibilities include, but are not limited to: • Monitoring trading systems and booking trades on a Trade Date. • Perform daily reconciliation and clearance of positions/balances breaks, timely escalate to supervisor on any outstanding breaks by day end. • Daily interaction with the Sales & Trading Desks and PWM business unit answering via phone any ad-hoc requests/trade related questions. Should have exper...

Role Overview: As a Sr. Project Manager you are responsible for driving the connected Stakeholder agenda, bringing the best capabilities for improving stakeholder experience and building and maintaining senior stakeholder relationships. We are looking for someone with strong work ethic to join a dynamic and fast growing division, and who will play a key role in delivering firm critical projects. Key responsibilities: Create value for the organization by leading complex projects independently, driving regulatory and strategic change initiatives Own the project design and delivery right from building the case to delivering the outcomes and enable achievement of strategic goals of the business ...