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10.0 - 17.0 years
45 - 60 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: Senior C++ Developer Location: Noida, (UP) / Bangalore, (KA) / Pune (MH) *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 trading, order management automation, and efficient hedging, for use in electronic workflow. Understand existing systems and elevate them to a scalable architecture with minimal disruption to business. Adhering to good design principles and developing reusable components. Develop, test, deploy, and support the evolving eTrading pricing and Algo computing. Technical Skills & Qualifications 9+ years of experience in C++ development including Multi-threading. Thorough knowledge of the standard library, STL containers, and algorithms. Good understanding of memory management in non-garbage collected environments. Understanding of dynamic polymorphism and C++ specific notions, such as friend classes. Working experience with Modern C++ (C++11/14/17). Deep understanding of Data Structures and Algorithms. Experience working with Linux, Git, CI/CD, and CMake. Knowledge of Fixed-income products like US government bonds, Credit Bonds, Swaps, and Derivates. Bachelor of Science in Computer Science or an equivalent combination of education and experience. Excellent written and verbal communication skills.
Posted 3 weeks ago
10.0 - 16.0 years
40 - 50 Lacs
Noida, Bangalore Rural
Hybrid
Hiring: Senior Java Developer (Fixed Income) Location: Bangalore, KA / Noida, UP (Hybrid) Notice Period: Immediate joiners or max 30 days Responsibilities Java 8, Spring boot, Multithreading, and Low latency application experience a big plus. Experience required on Java projects for FinTech Products (Capital Market, Fixed Income, Front Office, Etrading, Banking) experience. 10 Years of strong experience in Java, J2EE/JEE on the server side. Application frameworks Spring, Hibernate, Good Object-oriented concepts and proven Test-Driven Practices Strong Experience in troubleshooting and managing applications on Linux Servers Strong Multithreading experience. Strong experience in creating Microservices and Docker-based deployment. SQL experience is a plus. Messaging systems like Solace or Tibco is a plus Qualifications 10+ years of Java Backend Development experience Prior experience in building applications in the financial sector Bachelor's degree in Computer Science or comparable work experience and certification
Posted 3 weeks ago
1.0 - 3.0 years
3 - 4 Lacs
Mohali
Work from Office
Join VVC’s growth trajectory as a Sales Executive/Relationship Manager, driving new investor outreach, educating clients on container-leasing opportunities, and cultivating long term relationships to meet monthly and quarterly sales goals.
Posted 3 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Mumbai, Mumbai Suburban
Work from Office
Greetings from Teamware Solutions! Position: DOI Experience: 0.6 - 3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: 1. Product Knowledge Exposure and understanding of Equity product and Derivative Products Advanced knowledge of trade flows and operational models. Advanced level of regulatory understanding. 2. Technical Knowledge/Experience Experienced with MS Office (MS Excel/Access/Outlook etc.) & is currently using excel / Microsoft application in daily BAU. Has the ability to absorb information and learns quickly
Posted 3 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Mumbai, Mumbai Suburban
Work from Office
Greetings from Teamware Solutions! Position: Derivatives & Equity (Advance Excel) Experience: 0.6 - 3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: 1. Product Knowledge Exposure and understanding of Equity product and Derivative Products Advanced knowledge of trade flows and operational models. Advanced level of regulatory understanding. 2. Technical Knowledge/Experience Experienced with MS Office (MS Excel/Access/Outlook etc.) & is currently using excel / Microsoft application in daily BAU. Has the ability to absorb information and learns quickly
Posted 3 weeks ago
2.0 - 5.0 years
9 - 13 Lacs
Mumbai
Work from Office
: In Scope of Position based Promotions (INTERNAL only) Job TitleBusiness Finance Senior Analyst, AS LocationMumbai, India Role Description: The Business Finance function is responsible for the production of business level revenue attribution, financial accounting and financial disclosures. It ensures, on a daily basis, the accurate and timely reporting of Profit and Loss (PnL) for each business unit and ensures that the drivers behind the risk positions and PnL are fully understood and explained. It also ensures that all of the Banks transactions and positions are correctly reflected in the Banks accounting records and disclosures, in accordance with relevant accounting standards. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Responsible for monthly Financial Control activity such as timely & accurate reporting of Ledger by taking manual journals, following robust control framework like FOBO, MAFA, Balance Sheet Substantiation and Balance sheet review. Problem solving like break investigation such as Model vs Actual (Ledger) Cash, FO/MO system vs trade docs etc and representing data analysis is critical for success in this role. Responsible for the accurate and timely production of daily T+1 P&L production, attribution and analysis. Providing daily commentary and variance investigation to Front Office traders and senior Finance managers Ensure compliance to risk and control guidelines. Stakeholder management by prompt response to various queries/issues from Finance directors, onshore management, Front office traders, Fincon, Risk management, etc. Understand trade flows, booking structures and ensure that the trades are captured in accordance with such defined structure which will enable accurate funding cost allocation through Funds transfer pricing. Your skills and experience Financial Control and product control experience in Investment Banking Strong understanding of financial market products such as FX Derivatives, Loans, Bonds, Credit, derivatives, Swaps, Options and Futures. IFRS/GAAP knowledge is preferred Strong knowledge / experience of front to back Investment Banking environment (trade capture to balance sheet) Ability to manage time effectively, prioritizes responsibilities, and escalates issues as necessary. Proficient in Microsoft Office applications, strong Word and Excel skills required Need to be a good team player Education P referably qualified CA /CFA/MBA How well support you
Posted 3 weeks ago
5.0 - 7.0 years
5 - 9 Lacs
Pune
Work from Office
: Job TitleTrade & Transaction Analyst AS LocationPune, India. Role Description 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 Desk and Risk and PnL teams, Docs / Setts to ensure all the trades blottered by the desk are taken into risk for the day. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Sales Support function involving booking, consenting and confirmation of trades in external and internal platforms on T0 basis. Following up with Traders, Sales, Brokers, and Clients to ensure Trades are confirmed, Cleared captured in the risk system. Liaison with Client/ Front Office / Docs / Settlements and ensuring exceptions are resolved in a timely manner Monitoring the Front of Office system to make sure Sales Led Trades are captured correctly and confirmed by Client on timely manner. Resolving all inter-company breaks / system Reconciliation (FOBO) to ensure risk is not impacted for the traders. Supporting Sales desk along the entire trade lifecycle of the derivatives trade. Work with T+1 P&L teams to resolve any accounting differences from T0 P&L reporting Understanding F2B system / process flow, streamlining and engineering processes to bring efficiencies Complete ad hoc requests and projects for Sales desk. Monitor and escalate any Trade Capture/ issues that could potentially result in regulatory escalations for the bank. Should have strong knowledge on OTC derivatives trade life cycle preferably on Rates Derivative products. Reviews any exceptions raised by the team and/or escalated by the supervisor Adherence to STARC standards and procedures and ensuring that there are no lapses or gaps in control. Ensure compliance to LOA. Distribute work, assign responsibilities, ensure appropriate staff levels, and provide necessary training. Ensure EOD controls Demonstrate a proactive approach to all activities and create the environment for others to emulate this behavior. Develop knowledge across the team in order to provide as required, support/assistance to other teams. Share knowledge and provide appropriate training, guidance or coaching for the team. Your skills and experience Minimum of 5-7 years experience in derivatives or related products. Should have strong knowledge on derivative products CDS & Interest Rates Need to have complete understanding of trade life cycle. Need to be updated of regulatory changes & Market initiatives in derivatives product. Should own & resolve complex breaks independently and guide the team in resolving the same. Should be able to independently deliver on all organization mandates Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills. Ability to effectively maintain, coordinate, prioritize multiple tasks and projects. Must be prepared to work in a shift supporting US/UK business hours. Should be able to lead teams across time zones Self-starter with ability to take things to their logical end. How well support you
Posted 3 weeks ago
3.0 - 7.0 years
7 - 12 Lacs
Bengaluru
Work from Office
: Job TitleClearing & Settlement operator, DWS India Operations LocationBangalore, India Role Description The Clearing and Settlement Analyst is accountable for managing the end-to-end clearing and settlement process; ensuring smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. This includes clearing and settlement through primary and secondary markets, or direct payment to clients and banks. The Clearing and Settlement Analyst supports interfaces with different internal and external stakeholders (front office, clients, brokers, nostro agents, exchanges and clearing houses) involved in the clearing and settlement process chain, according to the market standards. The role is responsible for trade date to settlement date processes (pre-matching and confirmation, trade processing, cash transfer, instruction routing, depot and inventory management, funding and settlement monitoring) and post-settlement date processes (fails management). What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education A0ccident and Term life Insurance Your key responsibilities Working with brokers, custodians to settle trades in a timely manner. Investigation of trades if any discrepancies and should reach out to respective teams/brokers for necessary corrections. Escalating to Front office for unsettled trades as per escalation matrix. Preparation of daily and monthly reports for outstanding trades/breaks on timely basis. Preparation of monthly KPI. Ensure team adherence to all cut-off times and quality of processing as maintained in SLA. Ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified Ensure healthy and harmonious relationship with the clients, partner teams as well as with own team Your skills and experience Strong analytical skills Fluency in Microsoft Office skills Good communication and interpersonal skills Exposure to Equity, and Bonds is preferable. Understanding of Trade life cycle How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 3 weeks ago
6.0 - 11.0 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 and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover APAC working hours supporting the APAC business Corporate title will depend on the relative experience of candidate. 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. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust APAC business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you
Posted 3 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Karur, Puducherry, Thanjavur
Work from Office
Develop & execute strategic sales plans Collaborate with teams for revenue growth Build strong relationship with customer to their need Being a strong link between Sales & the Dealing team to client. Achieve of monthly targets of new client revenue. 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 - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 3 weeks ago
6.0 - 11.0 years
25 - 40 Lacs
Pune, Ahmedabad
Work from Office
Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/
Posted 3 weeks ago
0.0 - 5.0 years
3 - 7 Lacs
Chandigarh, Gurugram
Work from Office
Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more experience will be considered for senior positions) (Exceptional freshers with a passion for finance and investment may also be evaluated) Gender : Male/Female Education : Graduate/Postgraduate with a background or interest in Finance, Economics, or related fields. Relocation : Open to candidates from any location, provided they are willing to relocate to the posting location if required. Key Skills : Strong communication and interpersonal skills. Pleasant and professional personality. Sound understanding of financial markets, investment instruments, and client servicing. Ability to work independently and as part of a team. Target-oriented mindset with a focus on growth and client satisfaction.
Posted 3 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Vadodara, Gujarat, India
On-site
Responsibilities: Handling NRI Clients and Achieving Revenue: Manage NRI clients and achieve revenue through broking of Equity , Derivatives , Commodity , Currency , and cross-sell products like Mutual Funds , PMS , and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Client Acquisition and Relationship Management: Acquire clients through Demat sourcing , enhancing, and upgrading client relationships. Profile clients and suggest financial products (Equity) based on their risk appetite and needs. Acquiring new clients through referrals from existing clients. Investment and Wealth Management: Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds , PMS , SIPs , AIFs , etc. Help clients execute trades online and place orders on their behalf. Revenue and Client Profitability: Achieve healthy revenues without compromising on client profitability . Activate inactive clients through regular follow-ups and communication. Client Communication and Support: Regularly follow-up with clients to handle queries and provide support. Market Awareness: Stay updated with micro & macroeconomic indicators , global and domestic financial markets, and their impact on stock movements . Client Acquisition and Management: Responsible for acquiring and managing new NRI and HNI clients.
Posted 3 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Chennai, Tamil Nadu, India
On-site
Responsibilities: Handling NRI Clients and Achieving Revenue: Manage NRI clients and achieve revenue through broking of Equity , Derivatives , Commodity , Currency , and cross-sell products like Mutual Funds , PMS , and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Client Acquisition and Relationship Management: Acquire clients through Demat sourcing , enhancing, and upgrading client relationships. Profile clients and suggest financial products (Equity) based on their risk appetite and needs. Acquiring new clients through referrals from existing clients. Investment and Wealth Management: Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds , PMS , SIPs , AIFs , etc. Help clients execute trades online and place orders on their behalf. Revenue and Client Profitability: Achieve healthy revenues without compromising on client profitability . Activate inactive clients through regular follow-ups and communication. Client Communication and Support: Regularly follow-up with clients to handle queries and provide support. Market Awareness: Stay updated with micro & macroeconomic indicators , global and domestic financial markets, and their impact on stock movements . Client Acquisition and Management: Responsible for acquiring and managing new NRI and HNI clients.
Posted 3 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
Noida, Delhi / NCR, Mumbai (All Areas)
Work from Office
About the Role Are you a go-getter who thrives in a high-performance lending environment? Were looking for a passionate and driven Sales Head LAS to lead our Loan Against Securities (LAS) vertical. You will own the growth, drive channel partner engagement, and work closely with wealth managers, AMFI partners, and mutual fund distributors to build a powerful distribution network. This is not just a sales job it’s a leadership opportunity to build and scale one of the most innovative lending products in the market. Key Responsibilities Take ownership of LAS business growth in your assigned region. Manage and expand a network of channel partners , wealth managers , and AMFI-registered mutual fund distributors . Develop strategies to activate high-performing DSAs and financial distributors. Drive monthly and quarterly disbursement targets through strong relationship management. Deliver partner training, onboarding, and ongoing support for better conversion. Collaborate with credit, ops, and product teams to ensure a frictionless partner and customer journey. Analyze market trends, competition insights, and partner performance for strategic decisions. What We’re Looking For 4–5 years of strong experience in Loan Against Securities / Wealth Lending / Investment-Backed Loans. Proven track record of managing and scaling partner networks. Prior experience working with AMFI-certified partners, IFAs, and wealth distribution models . Great communicator with strong relationship-building and business negotiation skills. Self-motivated, goal-oriented, and excited to lead with ownership. Preferred Background Candidates from NBFCs, Banks, Fintechs , or Wealth-Tech companies with LAS product exposure. Strong understanding of loan against mutual funds, shares, bonds, and other financial instruments . Why Join Us? Fast-growing fintech ecosystem with a collaborative culture. Freedom to take ownership and lead a business line. Attractive incentives, recognition, and leadership visibility. Opportunity to work with a mission-driven team in a high-impact role.
Posted 3 weeks ago
6.0 - 8.0 years
4 - 9 Lacs
Noida, Chandigarh
Work from Office
Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS other wealth services. Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes. Be an ally to clients and help them with all their financial needs/requirements Achieve a higher share of wallet from the clients driven solely by happy client experiences. Acquire new clients through referrals from existing clients, as well as lead generation and prospecting. Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them. Desired Skill sets: Postgraduate with 5-8 years of experience in the financial services domain CFP Certification desirable Thorough knowledge zeal to learn about financial markets Empathetic Solution oriented Good communication skills Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc Open to travel work in a dynamic environment - Start-ups NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining
Posted 3 weeks ago
5.0 - 10.0 years
15 - 25 Lacs
Chennai
Hybrid
Warm Greetings from SP Staffing!! Role: T24 Business Analyst Experience Required :5 to 12 yrs Work Location :Chennai Required Skills, Work with business stakeholders to understand and document requirements for Securities trading lifecycle for Equities, Bonds and Mutual fund asset classes Translate business requirements into BRDs FSDs User Stories for the T24 system Create Business Process maps using tools such as Camunda Visio etc Assist in configuring and setting up the T24 SC module Create and maintain comprehensive documentation related to the T24 Capital markets Interested candidates can send resumes to nandhini.spstaffing@gmail.com
Posted 3 weeks ago
2.0 - 3.0 years
4 - 7 Lacs
Kolkata
Work from Office
Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences. Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth. Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite. Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis. Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs. Provide clients with ongoing, proactive financial advice and wealth management solutions, addressing queries promptly. Collaborate with internal departments to deliver comprehensive financial solutions. Contribute to the companys financial goals through high-quality, personalised financial planning services. Stay informed on market trends, regulatory developments, and economic updates to provide accurate, up-to-date guidance to clients.
Posted 3 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 3 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 3 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 3 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Delhi, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 3 weeks ago
0.0 - 2.0 years
7 - 10 Lacs
Mumbai
Work from Office
Job Description: Intern – Fixed Income Research Experience: 0-2 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, market linked debentures, 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, AIFs, arrangers and other active investor/ trader segments, etc. Fundamental assessment-based valuations for debt securities. Creating a comprehensive database for private credit market and generating product offerings from the same. Sourcing and analyzing trades/pricing data received from various market sources (exchanges, asset managers etc.) for the purpose of valuations. Preparation of ad-hoc analytical report for the purpose of senior management and/or for external agencies. Preparation and maintenance of documentation related to valuations. Assistance in development, testing, and maintenance of various in-house applications. Desirable Skills: Fixed income dealing experience in CP, CD and corporate bonds in Indian debt markets. Strong connect with market participants including fund managers, arrangers, PDs, issuers, brokers, etc. Analytical inclination and fixed income fundamentals knowledge. Strong oral, written and presentation skills Fixed income market understanding. Working knowledge of MS office products, python and VBA. Sound knowledge of financial statements and ratio analysis.
Posted 3 weeks ago
3.0 - 5.0 years
4 - 7 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
1. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding. 2. In-depth knowledge of Stocks, Bonds, Mutual funds. 3. Cross Selling & Up selling of various products and offering by MOSL. 4. Visit to franchisee on monthly basis. 5. Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction. 6. Generation of brokerage. 7. Generation of revenue via cross selling other products and services.
Posted 3 weeks ago
2.0 - 7.0 years
15 - 20 Lacs
Hyderabad
Work from Office
Job Specifications Department: Sales-Investment Role Designation: Relationship Manager- Investment Products Function: Sales Products Company: MOFSL Reporting to: Cluster Manager- Investment Products / Regional Head- Investment Products Location: Hyderabad Job Purpose The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Key Deliverables 1. Acquiring HNI clients (Affluent & Super Affluent) 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 4. CRM 5. Partner & client meeting. Role Requirements o Educational Qualifications: Post Graduate, MBA or Equivalent o Experience: Minimum 2-3 Yrs of experience in investment products & equity o Domain Knowledge: Equity & Investment Products o IT Skills: MS Office
Posted 3 weeks ago
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