495 Bonds Jobs - Page 5

Job Description - As the NRI Relationship/ Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved. The person who is passionate to disrupt NRI space should definitely apply. Min 2- 5 years of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role. Understan...

Line of Service Advisory Industry/Sector Not Applicable Specialism Risk Management Level Associate Job Description & Summary At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. Those in internal audit at PwC help build, optimise and deliver end-to-end internal audit services to clients in all industries. This includes IA function setup and transformation, ...

Role & Responsibilities_ Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the franchisee partners and their clients on different products. Key Deliverables 1. Achieve given AUM and Revenue targets of Investment Products like PMS,Mutual Funds and AIF. 2. Maintain relationships with the existing customer network of Franchisees. 4. Drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standa...

We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be engaging newly registered IFAs to drive sales and existing clients to support initial trading activity, and promote our financial products. Provident fund

Role Description This is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities, managing client portfolios, providing investment options, and ensuring client satisfaction. You will also collaborate with internal teams to assess investment risks and monitor asset performance. Qualifications Proven experience in relationship management and client acquisition Strong understanding of financial markets and investment products ...

Job Title: Wealth Manager Unit Head (AVP/VP) Company: Bajaj Capital Ltd Location: Hyderabad, Bangalore & Chennai Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of Indias most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. Role Overview The ...

Department Profile Morgan Stanleys Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs. Global Markets Group is the offshoring arm of Morgan Stanleys Equity businesses in India. It covers functions across IED ranging from those associated with sales, trading, analytics, strats to risk management. Background on the Team The Institutional Equities Divisions Counterparty Risk...

Role & responsibilities - Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unde...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

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

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory , our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI , our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology se...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services an...

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 ...

As a Wealth Manager at Floatr in Bangalore, you will leverage your 5+ years of experience to provide expert guidance on Mutual Funds, Bonds, and Life & Health Insurance products. Your role will involve assessing client profiles to recommend tailored solutions for both HNI and retail clients. You will acquire new clients through various channels and deliver personalized investment and insurance advice based on their financial goals. Your responsibilities will include overseeing the onboarding process primarily through the Floatr platform, maintaining strong client relationships through regular follow-ups and portfolio reviews, and staying updated on market trends and regulatory changes. Meeti...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

As an Analyst for the Investment Accounting (IA) team at Ares in Mumbai, you will be an integral part of the global Investment Operations team within the Finance & Accounting Operations organization. Your role will involve working on Alternative Credit, Private Equity, and E.U./U.S. Direct Lending transaction reviews and product control functions. You will be responsible for analyzing new/existing investments, daily profit and loss, developing accounting policies, and preparing transaction analysis summaries. Additionally, you will collaborate closely with various departments including Accounting, FP&A, Operations, Compliance, Portfolio Management, Middle Office, and Front Office to ensure p...

PCG Equity Advisor Should have experience in handling HNI, UHNI, have experience in Trading and Order Punching, should have knowledge of derivatives, options, cash, and trading. Candidate should have exp in client acquisition and client servicing Required Candidate profile Qualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Connect Ruhi @ 9113961458

Line of Service Advisory Industry/Sector FS X-Sector Specialism Risk Management Level Senior Associate Job Description & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to ha...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firm...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services an...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms ...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms ...

Who we are looking for Hedge Fund Accounting, Assistant Vice President will be responsible for NAV delivery, client service, and oversight of global hedge accounting team They will participate and/or lead various projects both client-facing and internal. Additionally, they will be involved in regulatory work, training, and annual audit. Why this role is important to us The team you will be joining Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of instit...

As a candidate for the position, you will be responsible for establishing and maintaining strong relationships with Fixed Income Institutional investors to facilitate the placement of bonds in the secondary market. Your role will also involve developing connections with Major Insurance and Mutual Funds for the placement of regular and structured bond issues. Additionally, you will be expected to have a solid understanding of Major PF trusts in Mumbai and the western region, along with knowledge of PF investment patterns. You should be proficient in placing regular AAA rated bond issues and dealing with PF products such as Bonds, Mutual Funds, AIF, GSEC, and SDL. It is essential to have exist...

Job description Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to...