797 Bonds Jobs - Page 5

Job Title: Manager / AVP Institutional Sales (Treasury & Investments) – Delhi NCR Location: Delhi NCR Experience: 4+ Years Industry: BFSI, Investment Management, Treasury Solutions Employment Type: Full Time About the Role: We are seeking a high-performing Institutional Sales professional to drive treasury-led investment acquisition for the Delhi cluster . The ideal candidate brings a strong network across Banks, NBFCs, Corporates, Financial Institutions, and Family Offices , with a proven ability to mobilize institutional deposits and investments . This is a strategic, client-facing role working directly with CFOs, Treasurers, and Treasury Heads to offer tailored solutions across Fixed Inco...

As an intern at Arihant Capital Markets Limited, your day-to-day responsibilities will include: - Acquiring and managing corporate clients for financial products such as equity, derivatives, mutual funds, IPOs, and bonds. - Resolving client queries and ensuring high service standards. - Coordinating with internal teams and submitting regular sales reports. Arihant Capital Markets Limited is a leading financial services company in India, established in 1992. With a nationwide presence and a strong team, the company serves a diversified clientele including retail clients, corporations, and institutions. The products and services offered by the company include equities & commodities & currency ...

Experience - minimum 2 yrs in relevant industry Graduate with NISM 8 certifications can apply Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework

The responsibility Job Description Position: Manager/Senior Manager Experience -8 - 10 Years Reporting to-Zonal Head/Lead Passive Location-Bangalore, Department-Sales - Passive Business CTC Range: 15 - 20 lacs Job Role The key areas of responsibilities are as follows: Work closely with the Sales & Distribution team to identify and target existing and potential clients within each segment / channel for passive business. Achieve targeted sales numbers through the assigned channel partners. Establish, grow,segmen t/channel and manage investment relationships with clients and acquire new clients through market intelligence and regular engagements. Create and implement effective sales strategies ...

Job Title: Sr. Relationship Manager - Wealth Management Location: Mumbai/Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor ...

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

Your key responsibilities Timely updation of resource schedules on scheduling tools (ARMS/Retain) Timely review and resolution of scheduling conflicts. Proactive review of resource availability /resource requirements. Mailbox management and fulfilling the scheduling requests coming through mails in defined TAT. Optimization of resource utilization through effective schedule management. Basic reporting and analysis. Skills and attributes for success Good verbal and written communication skills. Basic knowledge of MS Excel. Excellent teaming and interpersonal skills. Positive attitude and ability to excel under tight timelines. To qualify for the role, you must have Graduates with 1-3 years of...

Your key responsibilities Timely updation of resource schedules on scheduling tools (ARMS/Retain) Timely review and resolution of scheduling conflicts. Proactive review of resource availability /resource requirements. Mailbox management and fulfilling the scheduling requests coming through mails in defined TAT. Optimization of resource utilization through effective schedule management. Basic reporting and analysis. Skills and attributes for success Good verbal and written communication skills. Basic knowledge of MS Excel. Excellent teaming and interpersonal skills. Positive attitude and ability to excel under tight timelines. To qualify for the role, you must have Graduates with 1-3 years of...

Your key responsibilities Timely updation of resource schedules on scheduling tools (ARMS/Retain) Timely review and resolution of scheduling conflicts. Proactive review of resource availability /resource requirements. Mailbox management and fulfilling the scheduling requests coming through mails indefined TAT. Optimization of resource utilization through effective schedule management. Basic reporting and analysis. Skills and attributes for success Good verbal and written communication skills. Basic knowledge of MS Excel. Excellent teaming and interpersonal skills. Positive attitude and ability to excel under tight timelines. To qualify for the role, you must have Graduates with 1-3 years of ...

Your key responsibilities Timely updation of resource schedules on scheduling tools (ARMS/Retain) Timely review and resolution of scheduling conflicts. Proactive review of resource availability /resource requirements. Mailbox management and fulfilling the scheduling requests coming through mails indefined TAT. Optimization of resource utilization through effective schedule management. Basic reporting and analysis. Skills and attributes for success Good verbal and written communication skills. Basic knowledge of MS Excel. Excellent teaming and interpersonal skills. Positive attitude and ability to excel under tight timelines. To qualify for the role, you must have Graduates with 1-3 years of ...

The opportunity Were looking for candidates with knowledge and capability in terms of managing resources / manpower using different resource management and deployment tools within EY GDS Assurance. Your key responsibilities Timely updation of resource schedules on scheduling tools (ARMS/Retain) Timely review and resolution of scheduling conflicts. Proactive review of resource availability /resource requirements. Mailbox management and fulfilling the scheduling requests coming through mails in defined TAT. Optimization of resource utilization through effective schedule management. Basic reporting and analysis. Skills and attributes for success Good verbal and written communication skills. Bas...

Job Description: Job Title: TAS Client Service Analyst Location: Mumbai, India Role Description Overview: Business 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. Overview: Business 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 been recognized ...

Job Summary Requires a minimum of 5 to 15 years of experience managing Calypso software projects implementations. Experience interest rates derivatives commodities FX Options or equity derivative asset classes also collateral management Experience managing Calypso software implementations with financial market utilities such as DTCC SDR Swift FedWire Bloomberg AcadiaSoft or TriResolve and with internal systems such as General Ledger market and credit risk and data warehouses Experience with Gene Responsibilities Requires a minimum of 5 to 15 years of experience managing Calypso software projects implementations. Experience interest rates derivatives commodities FX Options or equity derivativ...

You will be responsible for executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. Additionally, you will prepare review reports from software and Excel for existing clients. Addressing client service queries promptly and working on follow-ups with clients for onboarding and orientation are also essential aspects of this role. - Prior experience in executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance. - Proficiency in preparing review reports using software and Excel. - Strong communication skills to address client service queries effectively. Artharthi Services Pvt Ltd is a Holistic Wealth Managemen...

As a Reference Data Manager, you play a crucial role in ensuring the accuracy of bond prices sourced from third-party providers. Your responsibilities include validating bond prices against market references, analyzing price movements in correlation with market news, and collaborating with pricing vendors to address discrepancies and reduce risk. Additionally, you are involved in monitoring valuation movements within client portfolios on a daily and monthly basis, contributing to pricing control process enhancements, and participating in various ad-hoc projects. Key Responsibilities: - Capture and validate bond prices on a daily basis - Analyze price shifts in alignment with market news - Co...

Business Unit Overview Insurance Middle Office is Involved in customizing investment products by leveraging Blackstones credit platforms and diversified suite of alternatives to support insurers as they meet their obligations to stakeholders, invest in product innovation, and offer competitive retirement security and property protection products.Blackstone Insurance Solutions leverages Blackstones leading investment platforms and people with the goal of delivering bespoke investments based on each insurers unique objectives, outlook, and risk profile.Responsibilities: The analyst will be an integral part of the team wherein he will support the larger team in New York.Responsibilities: Primar...

Wealth Relationship Manager Corporate & Institutional Investments Location: Delhi NCR Company: Leading NBFC / Wealth Management Platform Experience Required: 5 to 10 Years Industry: BFSI / Wealth Management / Investment Advisory / NBFC Functional Area: Corporate Sales / Institutional Sales / Wealth Management Job Description: We are seeking a dynamic and experienced Wealth Relationship Manager to manage and grow investment relationships with Corporates, Institutions, and Family Offices . The ideal candidate will have a strong background in financial markets and a proven track record in managing high-value investment portfolios across a wide range of products such as Fixed Deposits, Bonds, CP...

Job Title: Cluster Manager Financial Institutions Location: Delhi, NCR, Mumbai Company: Leading NBFC About the Role We are looking for a seasoned professional to lead our Institutional Sales function for the Delhi cluster. In this role, you will be responsible for acquiring, mobilising, and managing deposit and investment relationships with financial institutions, banks, NBFCs, family offices, and large / mid corporates. You will also crosssell the companys suite of asset & treasury products and act as a trusted advisor to treasury/CFO stakeholders. Key Responsibilities Acquire and mobilise investments and deposits from FIs, large / mid corporates, NBFCs, banks, family offices Manage & deepe...

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 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.

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. 3) 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. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

Project description One of our clients from Capital Markets domain is looking for Calypso developer to support various collateral management projects. This includes interactions with various upstream and downstream systems. Responsibilities Direct Responsibilities Application designing / development / testing / support / enhancements / bug-fixing. Interact with functional and technical representatives of project teams in order to understand business functionalities, technical modules, integration mechanism and data sources. Prepare test plans and conduct Unit, Integration, Regression, Performance and Functional Testing using automated testing frameworks. Contribute to the technical designing...

Role Trade Finance Advisory (TFA) Professional, South Asia Reporting to Head- Trade Finance Advisory (TFA), South Asia Location Worli, Mumbai Coverage Product line Guarantees, Letters of Credit, Project Exports under PEM, FEMA compliance, RBI liasioning Geography Siemens business in India, Bangladesh, Sri Lanka, Nepal & Bhutan Legal entities Siemens Ltd, India & Siemens group companies in India & Bangladesh- engaged in the following businessesDigital industries, Smart Infrastructure, Mobility, Software, Global business services etc Mission The incumbent will be responsible for the following Review and advise, incl. drafting & mark-ups on standby letters of credit (SLCs), bank guarantees, sur...

Job Description 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 experienc...

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