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3.0 - 6.0 years
9 - 14 Lacs
Mumbai, Chennai, Jaipur
Work from Office
Cluster Manager Equity Broking & Investment Products, Partner Franchisee Alliances 1) Handle a team of Key Account Managers Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise se...
Posted 4 months ago
5.0 - 10.0 years
7 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners A...
Posted 4 months ago
1.0 - 2.0 years
3 - 4 Lacs
Ahmedabad, Delhi / NCR, Surat
Work from Office
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 Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata
Posted 4 months ago
3.0 - 5.0 years
1 - 2 Lacs
Gurgaon / Gurugram, Haryana, India
On-site
You'll work in partnership with the first line of defense and businesses in applying effective risk management, and anticipating and assessing the potential impacts of risk across By liaising closely with a range of stakeholders, you'll have an opportunity to raise your profile across the organization You'll play a key role in delivering risk management initiatives that support the effective application of theoperational risk framework and conduct risk obligations, with an opportunity to improve theunderstandingand effective management of risk across. Developing and supporting the interrogation and analysis of relevant management information, supporting effective risk management on the part ...
Posted 4 months ago
5.0 - 9.0 years
30 - 40 Lacs
Noida, Pune, Bangalore Rural
Hybrid
The ideal candidate will be responsible for developing high-quality applications. They will also be responsible for designing and implementing testable and scalable code. You will be a Senior Developer responsible for developing new software products and enhancements to existing products. You should excel in working with large-scale applications and frameworks and have outstanding communication and leadership skills. Position: C++ Developer Location: Noida, (UP) / Bangalore, (KA) *Note - This is a Hybrid role, 3 days from the Office and 2 Days WFH Responsibilities Undertake BAU enhancements to support automation systems and tools to support Rates & Credit Trading and Sales in algorithmic tra...
Posted 4 months ago
4.0 - 7.0 years
6 - 10 Lacs
Hyderabad
Work from Office
1. Manage full trade lifecycle across Fixed Income and other asset classes 2. Perform daily reconciliations of cash and positions with internal systems and external parties 3. Assist in accurate NAV calculation & validation with fund accounting teams
Posted 4 months ago
3.0 - 6.0 years
3 - 6 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
We are seeking a highly analytical and experienced Senior Mortgage Analyst to join our Residential Mortgage Operations team. The ideal candidate will bring in-depth knowledge of income calculation, loan eligibility assessments , and government-backed and conventional loan programs , including FHA, VA, USDA, and Bond loans . You will play a critical role in ensuring the accuracy and compliance of mortgage loan reviews in accordance with agency and investor guidelines. Key Responsibilities: Analyze and underwrite residential mortgage loan files, ensuring compliance with agency and investor guidelines (Fannie Mae, Freddie Mac, FHA, VA, USDA, Bond programs). Perform detailed income analysis for ...
Posted 4 months ago
1.0 - 6.0 years
5 - 7 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Contact Centre Specialist Hiring -Gurgaon/Noida Exp: 1+yr Financial Domain Only Customer Service, Financial Planning, Stock/Share Mkt, Bonds, Debt/Equity, Basic Math Package 8LPA Grad: BBA/BCOM/MCOM Call 8920254429 deepanshi.imaginators@gmail.com
Posted 5 months ago
8.0 - 13.0 years
8 - 18 Lacs
Jaipur
Work from Office
Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies...
Posted 5 months ago
4.0 - 9.0 years
10 - 20 Lacs
Kolkata, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MI...
Posted 5 months ago
4.0 - 9.0 years
10 - 15 Lacs
Navi Mumbai
Work from Office
Position Overview: We are seeking a highly motivated and knowledgeable Product Manager to lead the end-to-end management of Initial Public Offerings (IPOs) and Bond products. This role requires a strong understanding of capital markets, regulatory frameworks, and investor behavior to build and grow these fixed-income and equity investment offerings. Role & responsibilities A) IPOs: Manage the product lifecycle for IPO offerings from sourcing and onboarding to distribution and investor communication. Liaise with investment banks, registrars, and internal compliance teams to ensure timely and compliant participation in public issues. Curate and present IPOs to clients with clear value proposit...
Posted 5 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 - 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 back offic...
Posted 5 months ago
5.0 - 10.0 years
30 - 35 Lacs
Mumbai
Work from Office
: Job Title TAS Client Service Specialist Location: Mumbai, India Corporate TitleAVP Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate ...
Posted 5 months ago
3.0 - 5.0 years
9 - 14 Lacs
Mumbai
Work from Office
: Job Title- TAS Client Service Analyst Corporate Title - Associate Location- Mumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long bee...
Posted 5 months ago
6.0 - 11.0 years
8 - 13 Lacs
Hyderabad
Work from Office
6-10 years of IT experience. Good Calypso knowledge (v13 and above). Excellent Core Java knowledge (JDK 7 and above) Good knowledge on OTC markets , Derivatives Excellent design skills / problem solving capability. Exposure to CI/CD pipelines and Automation Framework SQL and more than basic database operations. Good Unix, Python knowledge -- Identify and resolve complex problems Ability to work under tight timelines
Posted 5 months ago
1.0 - 3.0 years
4 - 6 Lacs
Navi Mumbai
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 5 months ago
1.0 - 3.0 years
4 - 6 Lacs
Coimbatore
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 5 months ago
2.0 - 7.0 years
4 - 9 Lacs
Kolhapur, Nashik, Pune
Work from Office
Role & responsibilities Responsible for acquisition, growth of the asset book and profitability Ability to manage channel/ branch relationships/ sourcing direct proposal Develop strategic concepts with regard to formulating and executing plan for increasing existing penetration of LAS product Managing customer relationships to ensure LTVs remain within defined levels Liaison with inter department for generating leads and preparing the LAS universe Look out for opportunities to generate incremental Sourcing and initiate cross sell at corporate Maintain spread across transaction/ cases in line with budgeted profitability Interact with stakeholders viz. credit, product, risk, operations on regu...
Posted 5 months ago
0.0 - 5.0 years
2 - 5 Lacs
Mumbai
Work from Office
Role & responsibilities For VRM : Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, valu...
Posted 5 months ago
0.0 - 5.0 years
2 - 4 Lacs
Gurugram
Work from Office
Are you a highly persuasive communicator with a passion for helping people navigate financial processes? Paisa bazaar, India's largest consumer credit marketplace, is looking for a driven Advisor- Investment to join our dynamic team. If you thrive in a target-driven environment and are committed to ensuring a seamless user experience, we want to hear from you! Location - Gurgaon Sector 44 Working Days - 6 Days Role - Advisor/SME/Team Lead Key Responsibilities: Build, own, and manage relationships with investors looking to invest in Grips investment products. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects. Work closely with ...
Posted 5 months ago
0.0 - 3.0 years
1 - 3 Lacs
Agra
Work from Office
Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as pe...
Posted 5 months ago
1.0 - 3.0 years
8 - 12 Lacs
Mumbai, Pune
Work from Office
Position Associate- Fixed Income Database (Third Party Payroll) Division CRISIL Intelligence Department Fixed Income Research - Data Employment type Third Party Payroll (Contractual) Location Pune/ Mumbai Role Summary Functional Responsibility / Domain Related Research on Fixed Income products like bonds, CP & CD Collation of Primary and secondary trading data from various websites, term sheets and updating the same in the database Preparation of daily data feed files Preparation of data reports in excel using FIDB and Bond Valuer Resolving internal and external data queries Process Adherence Ensure high quality of data management Planning and completion of deliverables on schedule Client Ma...
Posted 5 months ago
2.0 - 4.0 years
4 - 6 Lacs
Bengaluru
Work from Office
Dear Applicants, Greetings from Teamware Solutions! Position: Fixed Income (Pre matching/bonds/euroclear/settlements) Experience: 2-4 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description:- 1. Perform key processes to ensure that risk matches the books and records of the Firm. 2. Monitor and support the trade life cycle activities for products like Bonds, Futures and Options. 3. Perform daily reconciliations and resolve trade breaks with relevant teams liaising with Front Office, Back Office (Finance, Clearing, Settlement) and IT Teams. 4. To perform pre-matching...
Posted 5 months ago
5.0 - 10.0 years
5 - 8 Lacs
Pune, Ahmedabad, Surat
Work from Office
Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service.
Posted 5 months ago
5.0 - 10.0 years
8 - 14 Lacs
Pune, Ahmedabad
Work from Office
Drive sales by acquiring HNWI/UHNWI clients and offering tailored investment solutions. Ensure portfolio performance, compliance, and exceptional client service across financial products.
Posted 5 months ago
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