285 Bonds Jobs - Page 9

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.

Job Title: Analyst/ Senior Analyst Residential Mortgage Underwriting Experience Required: 3–8 Years Shift Timing: 5:30 PM – 2:30 AM IST (US Shift) Location: Noida, Sector 63 (On-site) About the Role: We are seeking a detail-oriented and experienced Senior Analyst with a strong background in residential mortgage underwriting to join our dynamic team. The ideal candidate will have in-depth knowledge of income analysis, credit and asset review, and underwriting across various conventional and government loan programs including FHA, VA, USDA, and Bond loans . Key Responsibilities: Perform detailed income calculation and analysis for salaried, self-employed, and non-traditional income sources. Conduct comprehensive underwriting reviews for residential mortgage applications ensuring adherence to agency and investor guidelines (Fannie Mae, Freddie Mac). Assess borrower eligibility, creditworthiness, and overall loan risk in accordance with FHA, VA, USDA, Bond program guidelines. Review and analyze credit reports, asset statements, property appraisals, and title documents . Validate compliance with underwriting criteria, company policies, and regulatory requirements. Maintain a high level of accuracy and turnaround time in processing and decisioning loan files. Collaborate with US-based teams and other internal stakeholders to ensure smooth workflow and clear communication. Keep up to date with current underwriting guidelines and industry best practices. Required Skills & Qualifications: 3–8 years of hands-on experience in residential mortgage underwriting , including conventional and government loan programs. Strong understanding of FHA, VA, USDA, and Bond loan underwriting guidelines . Proficient in income calculation methodologies and documentation requirements. Familiarity with AUS systems (DU, LP) and LOS platforms (e.g., Encompass, Calyx). Excellent attention to detail, analytical ability, and organizational skills. Strong verbal and written communication skills to liaise with US counterparts. Ability to work independently and meet tight deadlines in a high-pressure environment. Bachelor's degree or equivalent work experience in Finance, Business, or a related field preferred. Shift & Work Environment: Shift Timing: 5:30 PM – 2:30 AM IST (Night Shift, aligned with US hours) Work Location: Noida, Sector 63 (Work from Office) Why Join Us: Competitive compensation and benefits. Opportunity to work with a fast-growing, global financial services firm. Exposure to diverse loan products and continuous skill development. Collaborative and performance-driven work culture.

Designations : Manager Sales - PMS - B2B Experience : 5 - 10 yrs in investment products like PMS, AIF & Mutual Funds CTC : Upto 10 Lacs Candidate currently working in AMC(Asset Management Co) /PMS Company Education : MBA/CFA/CFP/NISM-XXIA/NISM-VA

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. 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. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) 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. Skills Experience: 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications . Location - Delhi, Telangana, Vadodra, Trivendrum, Bengaluru,Hyderabad,Ahmedabad, Pune,Lucknow, Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai.

1) Responsible for Handling NRI Clients and achieve Revenue 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) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Experience : - 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking NISM Series VIII (Equity derivatives) Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Location : - Telangana, Delhi, Trivendrum, Vadodra, Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 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. Experience in Handling Partnership Alliance Channel - IFA, Franchisee,Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune, Lucknow, Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai, Delhi, Telangana, Vadodra, Trivendrum 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications .

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. 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. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) 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. Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location:Delhi, Telangana, Vadodra, Trivendrum,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai

Cluster Manager Equity Broking & Investment Products, Partner Franchisee Alliances 1) Handle a team of Key Account Managers Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 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 etc 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 : Jaipur,Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Rajasthan , Delhi, Ahemdabad

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 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. 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. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) 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. Experience : - 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications 5) Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee,Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : - Delhi, Telangana, Vadodra, Trivendrum, Bengaluru, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore, Thane, Navi Mumbai

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

You'll work in partnership with the first line of defense and businesses in applying effective risk management, and anticipating and assessing the potential impacts of risk across By liaising closely with a range of stakeholders, you'll have an opportunity to raise your profile across the organization You'll play a key role in delivering risk management initiatives that support the effective application of theoperational risk framework and conduct risk obligations, with an opportunity to improve theunderstandingand effective management of risk across. Developing and supporting the interrogation and analysis of relevant management information, supporting effective risk management on the part of your stakeholders Building and maintaining trusted working partnerships across a,to inform and gather intelligence on emerging and future risks and controls Responsible for the analysis of risk reporting and metrics used to inform decision making Supporting and regularly engaging with relevant stakeholders including second and third line of defense, and risk teams Deliver, evidence & continually improve a high level of assurance in the pricing methodologies and levels The skills you'll need: To be successful in this role, you'll demonstrate knowledge of how a large financial services organizationoperates and bring experience of working in a first or second line of defense risk role. A clear track record of achievement and delivery in applying risk and control management in an operational and strategic context Knowledge of risk assessment and scenario analysis methodologies Knowledge of operational risk management Excellent communication skills both written and verbal and the ability to influence at all levels Strong proficiency in MS-Excel and a demonstrable mathematical understanding of linear and Interest rate derivatives, Bonds and Repos, Forwards, Spot FX.

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: C++ Developer Location: Noida, (UP) / Bangalore, (KA) *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 5+ 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.

1. Manage full trade lifecycle across Fixed Income and other asset classes 2. Perform daily reconciliations of cash and positions with internal systems and external parties 3. Assist in accurate NAV calculation & validation with fund accounting teams

We are seeking a highly analytical and experienced Senior Mortgage Analyst to join our Residential Mortgage Operations team. The ideal candidate will bring in-depth knowledge of income calculation, loan eligibility assessments , and government-backed and conventional loan programs , including FHA, VA, USDA, and Bond loans . You will play a critical role in ensuring the accuracy and compliance of mortgage loan reviews in accordance with agency and investor guidelines. Key Responsibilities: Analyze and underwrite residential mortgage loan files, ensuring compliance with agency and investor guidelines (Fannie Mae, Freddie Mac, FHA, VA, USDA, Bond programs). Perform detailed income analysis for various borrower types (W-2, self-employed, commission-based, rental income, etc.), including complex tax return evaluations. Review complete loan packages for creditworthiness, collateral evaluation, and documentation integrity. Maintain up-to-date knowledge of all relevant lending guidelines and overlays (e.g., DU/LP findings, FHA Handbook, VA Lenders Handbook). Assist in structuring loans that meet borrower needs while complying with product and regulatory requirements. Act as a subject matter expert and mentor for junior underwriters and analysts. Communicate effectively with internal stakeholders (loan officers, processors, QC teams) to resolve issues and close loans efficiently. Ensure adherence to federal and state lending regulations, including RESPA, TRID, and HMDA. Participate in periodic audits, internal process reviews, and contribute to operational improvement initiatives. Qualifications: Bachelors degree in Finance, Business, Economics, or a related field. Equivalent work experience may be considered. 3+ years of experience in residential mortgage underwriting or analysis. Deep understanding of conventional loan programs and government-insured loans (FHA, VA, USDA, Bond). Strong expertise in income analysis and cash flow evaluations from personal and business tax returns (Schedule C, E, K-1, etc.). Familiarity with AUS systems (DU, LP) and Loan Origination Systems (LOS) like Encompass, Calyx Point, or equivalent. Knowledge of compliance regulations and investor guidelines. Strong attention to detail and ability to work under tight deadlines. Excellent verbal and written communication skills.

Contact Centre Specialist Hiring -Gurgaon/Noida Exp: 1+yr Financial Domain Only Customer Service, Financial Planning, Stock/Share Mkt, Bonds, Debt/Equity, Basic Math Package 8LPA Grad: BBA/BCOM/MCOM Call 8920254429 deepanshi.imaginators@gmail.com

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies to provide seamless access to other products 7. Maintains complete relationship record for assigned customer accounts Job requirements: 8.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/Post Graduate - 8 years of experience with AMFI / IRDA

Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MIS and reports. Conducting business engagement activities with these partners. Insuring portfolio review and counselling on high end investors is conducted regularly Focus on increasing AUM size month on month basis Acquire & Manage Distribution Partners / Create Alliances Garner Investments via Financial Distributors Good understanding of Global + Indian Financial Markets Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives Strong Analytical skills Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships. Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner. Solving problems through structured thinking, project planning and hands-on execution. Analysis of the gaps in the existing process and optimization of the same as strategic projects Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline. Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge Preferred candidate profile - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University. - Min 7-10 Years of relevant experience in Business Development of Financial Sales - B2B sales experience is must. (Finance Product sales highly preferred) - Should have managed 7-10 Sales RM's. Should be ready to take targets. - Should be excellent in cross functional stake holder management with shades of sales (preferred). - Prior experience in handling fintech partnerships is preferred. - Proficiency in MS Office especially Ms Excel - Excellent communication skills (Verbal and Written) - Experience with growth marketing & communication is a plus. Note: Interested candidates can share their resumes on malini.varma@liquiloans.com

Position Overview: We are seeking a highly motivated and knowledgeable Product Manager to lead the end-to-end management of Initial Public Offerings (IPOs) and Bond products. This role requires a strong understanding of capital markets, regulatory frameworks, and investor behavior to build and grow these fixed-income and equity investment offerings. Role & responsibilities A) IPOs: Manage the product lifecycle for IPO offerings from sourcing and onboarding to distribution and investor communication. Liaise with investment banks, registrars, and internal compliance teams to ensure timely and compliant participation in public issues. Curate and present IPOs to clients with clear value propositions, risk factors, and performance expectations. Monitor IPO performance and provide post-issue analysis for internal stakeholders and clients. B) Bonds: Develop and manage fixed-income offerings including government securities, corporate bonds, tax-free bonds, and structured debt instruments. Analyze market trends and investor demand to curate a competitive bond portfolio. Coordinate with issuers and distribution teams to structure, price, and promote bond offerings. Ensure compliance with regulatory requirements (e.g., SEBI, RBI norms). General Responsibilities: Collaborate with digital, marketing, and advisory teams to drive investor engagement and product penetration. Train internal teams (RMs, advisors) on product features, benefits, and sales pitches. Conduct due diligence and risk assessments for all product offerings. Prepare MIS reports and performance dashboards for management review. Preferred candidate profile MBA/PGDM in Finance or related field; NISM certification preferred. 4+ years of experience in product management, preferably in capital markets or wealth management. Deep knowledge of Indian equity and debt markets. Strong analytical, communication, and stakeholder management skills. Proficiency in MS Excel, PowerPoint, and financial tools/platforms. Ability to work in a fast-paced, regulated environment. Passion for investor education and market innovation. Experience with digital platforms and investment distribution channels.

Financial Analyst Mumbai| Full-time (FT) | Financial Markets Shift Timings- APAC/EMEA/NAM |Management Level- Analyst| Travel - NA The ideal candidate must possess strong communication skills, with an ability to listen to and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Analyst Roles & responsibilities Working on back office and middle office processes for financial institutions Handling different stages of client/product life cycle across stages - KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations etc. Expected to work on Data capture, cataloguing, data processing, system inputs and updates, reconciliations, settlements and fund transfers Preparation of reports using MS Excel Role could entail external interaction with agents/counterparties/clients to solve queries and discrepancies related to the process. This could be telephonic or through emails Risk identification and escalation, timely escalation of outstanding issues to clients Working on various trade support activities across the Trade Lifecycle like Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade position, Report generations, Settlements of Cash Flows coming from various trading events like Interest or Premium, Operations of Syndicated Loans, Corporate action set-up and operations Working on other capital market operational tasks other than Trade Life-cycle support like Reference Data support, Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations Job would require the candidate to learn and master various financial products including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives and Fixed Income products (e.g. Corporate and Treasury Bonds) Technical and Functional Skills: Bachelors Degree (B.com, BBA, BBM, BCA) / Masters Degree (M.com, MBA, PGDM) 0 to 2 years of experience ininvestment banking operations involving projects people, process and client management. Should have basic knowledge of finance, trade life cycle, investment banking, and derivatives. High levels of energy enthusiasm, commitment and productivity, Proactive, effective influencer, result oriented. Should be good with logical and quantitative abilitiesto derive information from data. Time management and ability to resolve issues quickly. Above average in planning, organizing and time management.

: 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 we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above 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 we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

: Job Title- TAS Client Service Analyst Corporate Title - Associate Location- Mumbai, India Role Description 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. OverviewBusiness 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 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. 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. OverviewRole 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 European working hours supporting the US business Corporate title will depend on the relative experience of candidate. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical 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 to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations 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 Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements 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 Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations 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 we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

6-10 years of IT experience. Good Calypso knowledge (v13 and above). Excellent Core Java knowledge (JDK 7 and above) Good knowledge on OTC markets , Derivatives Excellent design skills / problem solving capability. Exposure to CI/CD pipelines and Automation Framework SQL and more than basic database operations. Good Unix, Python knowledge -- Identify and resolve complex problems Ability to work under tight timelines

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

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

Role & responsibilities Responsible for acquisition, growth of the asset book and profitability Ability to manage channel/ branch relationships/ sourcing direct proposal Develop strategic concepts with regard to formulating and executing plan for increasing existing penetration of LAS product Managing customer relationships to ensure LTVs remain within defined levels Liaison with inter department for generating leads and preparing the LAS universe Look out for opportunities to generate incremental Sourcing and initiate cross sell at corporate Maintain spread across transaction/ cases in line with budgeted profitability Interact with stakeholders viz. credit, product, risk, operations on regular basis to get the cases sanction and disbursed Understand market dynamic and share with product team to arrive at a competitive product offering Interact and manager relationship with all channels partners Building & maintain healthy relations with clients, ensuring maximum customer satisfaction for referral business and program enhancement. Resolving grievances and product related queries to maintain a satisfied client base Empanelment of new DSAs. Interact and manage relationship with all channels partners and corporate coordinators Preferred candidate profile: Prior experience in LAS Product Min 2 years of experience in similar business