495 Bonds Jobs - Page 4

The Fund Administration team at Citco is at the forefront of the industry, providing top-notch alternative asset and accounting services. With a strong focus on continuous learning and technology, our team ensures a seamless client experience. As a part of our team, we are looking for a candidate who holds a Bachelor's degree in accounting, finance, economics, or a related quantitative field. The ideal candidate should have knowledge of various fund types, possess strong analytical and problem-solving skills, and excel in customer service. We value a detail-oriented individual who can multitask effectively, work well in a team, and communicate clearly with clients and colleagues. In this rol...

Job Description Title: Associate Data Content Researcher – Equity Collection Methodology Shift: General No of Positions: 1 The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advoc...

Ensure the continued delivery of a robust and stable operating environment to support the Global Trade Services (GTS). Contribute to the overall operational strategy of GTS function and responsible for its effective implementation. Improve service delivery and productivity to maximise service quality and operational efficiency and minimising operational risk through the effective implementation of appropriate controls. Demonstrated commitment to continuous process improvement is required with good People management skills. This role is part of the Trading assistants which require the trade/risk to be captured on T0 basis. Critical task which involves constant interaction with the Trading Des...

As a Wealth Advisory Services Operations Manager at our financial empowerment platform for women, your primary responsibility will be to oversee and streamline the daily operations of our wealth advisory services. You will play a key role in managing client onboarding, transaction processing, and reporting to ensure a seamless experience for our clients. Working closely with financial advisors and clients, you will be responsible for coordinating efforts to deliver exceptional service and support. This includes handling backend operations related to mutual funds, bonds, insurance, and portfolios to meet the financial needs of our clients effectively. In addition, maintaining accurate client ...

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...

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...

Perform Internal and External Red Teaming . Report Preparation with proof of concepts. Provide recommendations to remediate the findings. Excellent communication skill is important.

Role & responsibilities 1.Market Development & Strategy Establish and grow the Institutional Sales vertical from ground up. Identify new business opportunities and drive product penetration across institutional investors. Own P&L responsibility for the vertical and ensure YoY growth. 2. Institutional Client Acquisition & Relationship Management Build and maintain strong relationships with Banks, NBFCs, Mutual Funds, Treasuries, Family Offices, Corporates, and Insurance Companies. Drive large-ticket investments in fixed income products (NCDs, ICDs, Bonds). Deepen engagement with existing institutional clients to increase wallet share. Product Distribution & Sales Execution Originate and close...

The Securities & Derivatives Analyst 2 position is an intermediate level role that involves processing orders and transactions from trading desks and branch offices in collaboration with the Operations - Transaction Services team. The primary aim of this position is to facilitate the clearance, settlement, and investigation of client securities and derivatives transactions. Responsibilities: - Minimum 7 years of experience in Security Master and Pricing Function - 7-8 years of experience in Banking Operations, with at least 3-4 years focusing on Investment Banking products and processes - Exposure and experience with various Investment products such as Equities, Mutual Funds, Bonds, Structur...

Responsibilities: * Manage client relationships through regular communication and service delivery. * Meet sales targets by selling insurance products, bonds, mutual funds, etc.

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...

Company- Deloitte We are looking for passionate Candidates who want to make their career in Finance,compliance,capital Market Domain Experience range- 0-3 yrs Location - Hyderabad, Bangalore.

Company- Deloitte We are looking for passionate Candidates who want to make their career in Finance,compliance,capital Market Domain Experience range- 0-3 yrs Location - Hyderabad, Bangalore.

The High Net-Worth Lending (HNWL) Documentation Specialist will be responsible for reviewing and delivering document packages to clients for the establishment of credit facilities. You will leverage internal systems to prepare and assemble DocuSign/eSign envelopes for loan documentation, ensuring accuracy and timely delivery while collaborating with internal teams as needed. Your role will involve overseeing electronic signature workflows, serving as a key point of coordination, and maintaining a high standard of professionalism and attention to detail in all client-facing deliverables. Thorough reviews of documents will be conducted by you to ensure compliance with internal policies, legal ...

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

We are one the fastest growing Private Banking firms in the country with AUM of over 24,000crs and growing exponentially. Key USPs: Banking * 7.25% on Savings account interest with monthly interest credit. * Zero Fee Banking * Lowest Forex Remittance Rates * Metal Debit & Credit Card (by Invitation First Private Card) with 0% Forex Markup on all International spends * GIFT City accounts for NRIs - with 5.25% on USD Savings Account * Host of other Banking Privileges * Invite to exclusive events on networking, concerts, seminars, art exhibitions Wealth Management * Propriety model on portfolio with excellent track record of constantly generating alpha over the benchmark * Widest range of inves...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

As an Investment Advisor - Fixed-Income (Bonds) at Finzace, you will play a crucial role in making fixed-income investments secured, easier, and accessible for individuals. Your primary responsibility will be to communicate effectively with potential investors, understand their investment needs, and assist them in selecting the appropriate fixed-income products such as bonds and FDs. By converting leads into successful investments, you will drive sales for the company and contribute to its growth. In this role, you will be expected to proactively reach out to potential investors through outbound calls, educate them about fixed-income products, and guide them towards making informed investmen...

As a Manager Sales at Geojit Financial Services Ltd, located in Kanchipuram, Tamilnadu, you will be responsible for leading a team of Financial consultants and financial advisors. Your main duty will involve generating revenue through the sales of various financial products such as equity, mutual funds, and bonds. Your key responsibilities will include advising clients on different investment opportunities, promoting products like D-MAT, TRADING, MUTUAL FUND & INSURANCE, prospecting new clients through various channels like cold calling and references, and providing them with necessary investment application forms and assistance in filling them. Moreover, you will be organizing investment aw...

Join us as a Core Treasury Manager. You will fully own, supervise, and ensure the delivery of daily finance control activities for the Treasury, making a critical contribution to the bank. This role offers invaluable experience and exposure in a complex area of the organization. You will take ownership of stakeholder and business engagement, leading in the journey of business growth partnership. This role is based in India; therefore, all normal working days must be carried out in India. We are offering this position at the vice president level. As a Core Treasury Manager, your responsibilities will include supporting the delivery and integrity of treasury finance controls and regulatory inf...

As the High Net-Worth Lending (HNWL) Documentation Specialist at Morgan Stanley, you will play a crucial role in the establishment of credit facilities by reviewing and delivering document packages to clients. Your responsibilities will include leveraging internal systems to prepare and assemble DocuSign/eSign envelopes for loan documentation, overseeing electronic signature workflows, and ensuring compliance with internal policies, legal standards, and client requirements. You will collaborate with internal teams to maintain a high standard of professionalism and attention to detail in all client-facing deliverables. Additionally, you will actively monitor the electronic signature process, ...

You will have the opportunity to learn about investment and insurance in this role. Your responsibilities will include conducting research on stocks, mutual funds, and bonds, as well as working on developing strategies for personal financing. Lokesh Trading Services Limited is a sub-broker company that offers various trading-related services. As part of your role, you will be involved in managing accounts by monitoring investments, adjusting portfolios, and ensuring regulatory compliance. You will also be responsible for providing clients with information by maintaining transaction records and keeping them updated on their investment status. Furthermore, you will educate clients on investmen...

As a Financial Products, Insurance, and Banking Operations Specialist at our Goregaon West location, you will be responsible for managing a wide range of financial products and insurance services. Your primary duties will include handling account opening processes, transactions, and record maintenance for mutual funds and stocks. You will also be required to prepare and submit new applications for fixed deposits, bonds, and loans while ensuring compliance with regulatory requirements. In terms of banking operations, you will manage tasks such as deposits, withdrawals, and account reconciliations. Additionally, maintaining accurate records of commission statements and ensuring proper reconcil...