285 Bonds Jobs - Page 8

Opportunity The candidate will work dedicatedly with an investment bank and will be responsible for end-to-end management of the projects. The candidate should have the experience of working on Operational/ Financial/ Risk Benchmarking with understanding of metrics such as fixed and floating debt, Loans, along with other basic valuation metrics. Further the candidate should have general understanding of approach Industry studies/ analysis, country overviews and case studies. The candidate will be in direct interaction with client and responsible for final delivery of projects. Key Responsibilities Supporting the DCM team (Corporate IG/ HY or DCM FIG) of a leading bank in preparing market updates, pitch books, capital structure analysis, credit memos, sales memos and road show presentations. Preparing daily and weekly debt capital market updates and newsletters comprising general commentary on markets, secondary trading levels, yields and recent issuances. Preparing analyses such as investor/company profiles, debt maturity profiles, credit highlights, credit positioning, company profiles, peer comparison, covenant analysis, league tables and other ad hoc requests. The role involves communicating with clients, understanding their requirement, estimating efforts involved and committing delivery timelines, structuring work, and delivering the reports / analyses Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Relevant years of relevant IB/DCM/RSG experience Well versed with Microsoft Office - Word, Excel and Power Point Working knowledge of databases such as Bloomberg, Dealogic, Debtwire, LCD Comps etc. in context of fixed income market Ability to handle pressure of working in fast-paced environment, strong problem solving skills, and willingness to work in EMEA hours shifts Excellent communication skills, both written and verbal

Dear Applicants, Greetings from Teamware Solutions! Position: Clearing Ops Experience: 1-3 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description:- Primary Responsibilities The primarily function within the team is the completion of daily tasks, including (but not limited to): • Capturing and allocating business which is executed by external brokers and Give In to Morgan Stanley • Trades that are executed by Morgan Stanley and give Up (Execution only business) to external brokers. • Monitor matching systems and ensure that all flow matches or clears internally. Any trades that remain unmatched are escalated to the relevant Trading Desk / Traders Assistant throughout the day via phone calls or emails. • Perform expiration process and liaise with the relevant teams on physical delivery if any. • Perform positions reconciliation between backend versus frontend system and follow up with the respective proprietary risk managers for any breaks related issues. Breaks investigation, Follow-up and break resolutions • Coordinating with Technology on day to day systems issues, raising tickets and follow through until resolution of the issue • Escalation and reporting to regional/global counterparts/management.

Client Acquisition & ManagementInvestment Advisory & Portfolio ManagementBusiness Development & GrowthAdvise clients on investment opportunities across asset classes, including NCDs, equity, MFs, corporate Fds and have good network with IAFs. Required Candidate profile 2 years in HNI sales & relationship management from BFSI sector Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking. Perks and benefits Performance-driven culture with high incentives

CA Qualified-then Minimum 2 yrs, max 8 yrs Exp- IFRS/US GAAP/-5-10 yrs R2R /Investment Banking exp Purely Investment & Reporting Exp shweta-9999309521 shwetaa.imaginators@gmail.com Required Candidate profile Hiring for Investment Accounting role, Hedge Accounting (No Hedge Fund Accounting)/Derivative Accounting/ Investment Accounting

Hiring for Investment Accounting role, Hedge Accounting (No Hedge Fund Accounting)/Derivative Accounting/ Investment Accounting Experience: 5-10 yrs IF CA then Minimum 2 yrs, max 8 yrs Required Candidate profile Derivative Accounting/ Investment Accounting, Mark to Market booking, accrual, amortization accounting, Derivative, swap, future, option, STAT reporting, US GAAP, IFRS reporting

Investments | Qualified CA(Mandate) | Gurgaon / Bangalore (WFO) Skills: Derivative/Investment, MTM, Closing, SEC, STAT, US GAAP, IFRS Shift: 4:30 pm–1:30 am CTC: Max upto 29 LPA Exp: 2–8yrs Call/ WhatsApp: 9810996899 Email: latika.chopra05@gmail.com Required Candidate profile Mandate Skills: Derivative/Investment Accounting, MTM, SEC, STAT, US GAAP, IFRS(Green, Yellow & Blue book) NOT ACCEPTED - Hedge Fund Accounting, NAV valuation, management interest calculation profiles

About the Role: Grade Level (for internal use): 10 The Role Treasury Analyst The Treasury Analyst will play a key role in enhancing operational efficiencies and providing comprehensive support to the global Treasury team. This position requires collaboration with various corporate finance functions and serves as a subject matter expert in cash management operations, treasury compliance, Know Your Customer (KYC), and banking relationship management. The ideal candidate will demonstrate a strong commitment to their work, a proactive attitude towards learning and skill development within the Treasury function, and the ability to execute tasks meticulously while maintaining a holistic view of Global Treasury Operations within the broader Corporate Finance framework. Responsibilities: Oversee the companys cash positioning, facilitating cash repatriation and forecasting processes while contributing to a global cash management strategy aimed at minimizing interest expenses. Manage both short-term and long-term funding needs for subsidiaries, including intercompany debt and debt capitalizations. Conduct variance analysis, assist with ad hoc reporting, and prepare account reconciliations. Develop recommendations and identify process improvements related to Treasury compliance. Serve as the primary liaison with key banking partners regarding treasury service requests, documentation (e.g., KYC compliance, FATCA), and annual bank signatory reviews. Act as the main contact for compliance-focused banking relationships. Coordinate the arrangement of trade finance services, including bid bonds, guarantees, and letters of credit. Support legal entity restructuring initiatives and provide treasury integration assistance for M&A activities. Ensure compliance with SOX-related activities and maintain internal controls surrounding cash transfers, bank documentation, and online banking access. Assist with documentation requests related to bank administration. Contribute to the implementation of cash management and treasury technology solutions across the organization. Engage daily with financial institutions to address cash operations and organizational challenges, facilitating communication between banks and business units as needed (e.g., resolving collections and payables inquiries). Participate in various treasury-related projects, such as treasury workstation enhancements and cash pool consolidation efforts. Actively contribute to the treasury organizations objectives, ensuring alignment with plans and timelines. Function effectively as both an individual contributor and a collaborative team member in a fast-paced environment. We are seeking candidates who are passionate about leveraging automation and GenAI technologies to drive innovation and efficiency in finance. Join our team and be at the forefront of transforming our finance capability through cutting-edge technologies and approaches. Qualification: Bachelors degree in Finance, Accounting, or a related field, or equivalent experience. 3-5 years of experience in treasury, finance, or accounting. Kyriba TMS experience preferred Detail-oriented with exceptional organizational and analytical capabilities. Proven experience in cash management operations, including bank account onboarding, administration, and payment processes. Strong communication skills, with the ability to convey information clearly and effectively. Capable of addressing stakeholder concerns and providing insights into financial implications. Proficient in financial systems, Excel, and other Microsoft Office applications. Self-motivated with the ability to work independently with minimal supervision. Experience collaborating with external service providers and vendors. Willing to work in EMEA hours #LI-CBS Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), FINANC202.1 - Middle Professional Tier I (EEO Job Group)

ICICI Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive Process:- (Chat/Voice Process) Note:- Work From Office. Salary :- 1.80 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium Voice/Chat process for enterprise business (Customer Service) Graduate Fresher & experience ( Chat/ Voice Customer service Exp ) can apply. Flexible to work in any shift Rotational . Working days 6 days working. Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off Cab Facility available

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

1) Drive a team of wealth manager to 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) Through team and self contribution meet the required AUM, investor acquisition 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) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ 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

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 of the bank can readily access the cash they need for their business activities. The function also involves handling the bank'sinvestments in securities, foreign exchange, asset/liability management and cash. JOB DESCRIPTION Liquidity Management Manage overnight liquidity; NOSTRO management Borrowing/lending from Interbank Counterparties Monitoring/Assessment of cashflows from various sources Strategize medium/long term liquidity; Liquidity Gap & Ratios management within Regulatory requirements Borrowing/lending from Interbank Counterparties Markets Management Understanding Markets/Products Investment Book Management Purchase/Sale of bonds for yield pickup Valuation & Risk management FX Management FX Swaps/Spot/Forwards/CIRS etc Valuation and Risk Management [NOOP/AGL/IGL/etc] Counterparty Management Liaise with Banks for Trade/Money Market/Bilat Loans/Bonds and products/instruments Internal Stakeholder Management Key Team-member to liaise with internal stakeholders ALCO/HO Treasury/Finance/Risk/Business units/Treasury Operations/IT/etc Asset pricing/Funding/Settlements/Risk Controls/MIS JOB REQUIREMENT Preferred 5-7 yrs of relevant experience in handling merchant / trading desk / bonds desk in treasury Knowledge of financial sector at large with strong knowledge of Trade-Forex will be preferred. Knowledge of RBI regulations around various banking product

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. 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 Location - Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai , Chennai, Hyderabad, Bangalore, Delhi, Kolkata.

Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs. Experience - 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications . Location - Hyderabad & Telangan, Chennai , Mumbai, Bangalore, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Vadodra, Trivendrum, Coimbatore

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 interpret business information 6) Handling Team of NRI Relationship Managers 7) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

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 experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications Skills : - Bonds, Secondary Bonds, Fixed Income Securities, IFD, IFA, Franchisee, Partner Alliance Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Location : - Telangan, Vadodra, Trivendrum, Bengaluru, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Coimbatore

We are at Mirae Asset ShareKhan hiring for below role Designation - Investment Counsellor ( Senior Wealth Manager ) Role & responsibilities - Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AI Preferred candidate profile Ability to co-ordinate with different teams Strong analytical skills to interpret business information Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and team management skills Should be a good team leader Highly self motivated Willingness to learn and adapt

Dear Applicants, Greetings from Teamware Solutions! Position: IWM Ops role Experience: 2-5 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description:- Primary responsibilities include, but are not limited to: • Monitoring trading systems and booking trades on a Trade Date. • Perform daily reconciliation and clearance of positions/balances breaks, timely escalate to supervisor on any outstanding breaks by day end. • Daily interaction with the Sales & Trading Desks and PWM business unit answering via phone any ad-hoc requests/trade related questions. Should have experience in business conversations with Front Office (trading/Sales) • Demonstrate strong process knowledge of business process on the products managed under the candidates remit. • Ensure that colleagues are adequately cross trained to cover planned or unplanned absence. • Escalation and thorough documentation of all issues / breaks to Supervisor / Manager. • Actively embrace process re-engineering to streamline / improve existing processes. Active involvement in project work. • Ensure compliance / adherence with Service Level Agreements. Qualifications: The ideal candidate should have:- • At least 3-6 years experience (depending on role grade) in the financial services sector such as a middle office / trade support role. Relevant experience in cash equity, fixed income, mutual funds, hedge funds, structured notes/derivatives products will be an added advantage. • Excellent verbal and written communication abilities. The role will require daily phone calls with traders and PWM business unit. • Superb attention to detail, accuracy & quality, with mathematical skills (PnL calculations) • Strong time management and task prioritisation skills. Ability to work Hong Kong hours to ensure all deliverables are performed within required timescales before day end.

Role Overview: As a Sr. Project Manager you are responsible for driving the connected Stakeholder agenda, bringing the best capabilities for improving stakeholder experience and building and maintaining senior stakeholder relationships. We are looking for someone with strong work ethic to join a dynamic and fast growing division, and who will play a key role in delivering firm critical projects. Key responsibilities: Create value for the organization by leading complex projects independently, driving regulatory and strategic change initiatives Own the project design and delivery right from building the case to delivering the outcomes and enable achievement of strategic goals of the business Developing and enhancing relationships with our key stakeholders, understand the business and navigate within the organization to drive programs effectively. Bringing diverse and thought-provoking perspectives and point of view to explore solutions working for the stakeholders. Explore trends and new, innovative ideas that will positively impact the division, in addition to the existing practices/processes followed within the division. Contribute towards building the capability for the function to efficiently and effectively manage the project and coach/share colleagues who are managing projects. Ensure standardization in the project/change management practices adopted and align them to the organization goals. Host SteerCo and drive discussions/decisions working with the project leader/supervisor. Work with other division like Front Office, Finance, Compliance, Risk, Technology, Operations to identify and maximize opportunities that help in delivery of projects and to improve product, service and program business processes. Prepare project reports (weekly project update, monthly status update, highlighting risks, resource utilization, analyse trends, recommends adjustments that address or capitalize on these changes). Analyse current end to end system / process flows and produce clear, concise documentation. Work collaboratively with technology teams to propose strategic system / process flows which are fully documented. Key competencies required: Understand clients needs and issues and respond with high-quality proposals. Acquire capabilities to perform one’s responsibilities and contribute to being a Trusted Partner. Produce new ideas that might challenge the status-quo or oneself. Seek advice from senior colleagues and utilize it for improved results. Collaborate with members from relevant departments. Contribute to the success of the organization both quantitatively and qualitatively, and act with awareness of the impact on others. Serve as role model and provide guidance to junior employees. Have a good understanding of corporate philosophy, professional ethics, compliance, risk management, and code of conduct, and make decisions and take actions accordingly. Skills, experience, qualifications and knowledge required: Minimum 8+ years of experience in consulting or handling change programs within investment banking. Have experience of Cash Equities, Listed Futures & Options or Equites Prime business. Expect sound understanding of trade lifecycle including pre trade (orders, quotes, price), execution, post trade (i.e. confirmation, allocation matching), Settlements, reg reports. Expect sound understanding of standard financial products like Equities, Bonds, Derivatives. CFA/ FRM certification will be preferred. Knowledge for key Asian markets including regulatory nuances is added advantage. Excellent project and programme management skills including experience in large cross functional and/or cross geographical programmes. Experience in managing full E2E project delivery, Front Office to Back Office architecture overhaul projects which require coordination across multiple Corporate functions and Technology partners Ability to operate in both agile and waterfall style project methodologies and understand deliverables required for each methodology. Knowledge of JIRA is preferred. Creative problem-solving ability, inquisitive mind-set, comfortable with working on ambiguous situations. Ability to work independently with limited oversight. Flexibility (Openness to Change) – Adapts effectively to changing plans, domains, and priorities; Is open and flexible when faced with changing project constraints and timelines. Attention to detail and high-quality standards of documentation, processes and control environment Experience of analysing complex business processes. Detailed knowledge of all Microsoft Office products, PowerBI and Alteryx will be preferred. Confident self-starter who can work under pressure, using their own initiative and with the drive to see projects through to completion. Excellent Communication, Leadership skills, Organization Skills along with experience in managing Sr. Stakeholder relationships is required.

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) 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. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com Perks and benefits Full Time On Roll Medical benefits Career Growth

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location - Mumbai, Ahmedabad, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Lucknow, Jaipur, Indore, Kochi, Trivendrum

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 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 Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

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 IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Location: Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai,Delhi, Telangana, Vadodra, Trivendrum

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target.