7359 Capital Market Jobs - Page 27

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, add...

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...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients.

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

About this role: Wells Fargo Investment Operations is seeking for a candidate to perform various back office or middle office functions that includes Trade allocations and Reconciliation within Advisory Operations. The Team is responsible for the allocation of trades and reconciliation of advisory accounts across trading platform and providing liaison services for the Money managers, financial advisors and Traders. In this role, you will: Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low ris...

An experienced Technical Support Engineer to provide onsite L1 support for capital market / depository applications and ensure smooth IT operations for business users. Provide end-user and application support for market data & depository systems. Required Candidate profile Experience in Technical Support / IT Operations. Knowledge of SQL, Windows/Linux, Networking (IP/DNS/VPN),active Directory & ITSM tools. Basic understanding of Capital Markets domain is preferred. Perks and benefits To be disclosed post interview

Roles and Responsibilities : Business strategy: Develop the business model: Go deep, understand where opportunities are and create a viable business model to service the opportunities Know the market: Stay on top of trends in an ever-changing landscape, find opportunities and prioritize based on size, internal capabilities, etc Know the customer: Understand connected customer behavior, develop new customer insights Know the competition: Understand on-line and off-line players. React as and when necessary in an appropriate manner Influence the leadership: Convert strategies into action by liaising with cross-functional leadership and drive the changes required Think big - unlock value for con...

Since June 2021, frog is part of Capgemini Invent . frog partners with customer-centric enterprises to drive sustainable growth, by building and orchestrating experiences at scale, while harnessing the power of data and technology. Were inventing the future of customer experiences by delivering market-defining business models, products, services, brand engagements and communications. Joining frog means youll be joining the pond, a global network of studios, each with a thriving in-person and vibrant virtual culture. frogs are curious, collaborative, and courageous, united by our passion for improving the human experience across our areas of expertise, while each bringing our unique and diver...

About The Role Monitoring and supporting EOD batches Monitoring and troubleshooting Murex servicesIdentifying root cause of the issue Supporting MLC and MXML exchange jobs About The Role - Grade Specific Good knowledge in Murex Data model Strong SQL and Performance Optimization skillsGood experience supporting MxML exchange Good knowledge of Pre-Trade workflow and post-Trade workflow. Good support knowledge in the areas of RTI, EOD, Processing scripts, Murex Macros.

About The Role BA experience in Investment Banking; Financial Services domain In-depth understanding and hands-on experience of working on Equity; Non-equity Indices & ETF including Compositions data. Should have worked with reference data and pricing vendors for Index data like SOLA; Reuters; BBG; Ultumus etc. Excellent communication and coordination skills Experience of Instrument data (ETD / Equities / Bonds) will be a distinct advantage. Documentation of data flows. Hands-on experience of SQL queries. Demonstrated experience of working on data flows and data analysis Well-verse with SDLC concepts and ability to work cohesively with Dev and QA team-members Secondary Skills Capability to w...

About The Role Project Role Business Architect Project Role Description Identify opportunities to deliver tangible business value by assessing the current state, capturing high-level requirements, and defining business solutions. Translate business needs into technology-enabled solutions and operating models. Support transformation by developing business cases and guiding implementation of key initiatives. Must have skills Asset Servicing Good to have skills Business Requirements Analysis Minimum 5 year(s) of experience is required Educational Qualification 15 years full time education Summary As a Business Architect, you will identify opportunities to deliver tangible business value by asse...

Role & responsibilities Designation: Assistant Manager - Surveillance Job Description: 1) To detect unethical trading practice including fraud, ML, Insider trading. 2) FATF & IRA reporting. 3) Analyzing exchanges \ DP \ Internal & screening alerts generated by reviewing call records, Ledger , Scrip, KYC, Financial Etc 4) STR Reporting & handling Trackwizz application. 5) Conducting AML training of employee periodically. 6) To drive innovation & continuous improvement in surveillance function. 7) Support \ Maintain surveillance & AML policy. Qualification required 1) Proficiency Microsoft Excel, Power Point & Word. 2) Working knowledge of verbal & written English communication. Experience: 1)...

Designation : Manual Testing Experience : 3+ yrs (Don't apply if u have less than 3 years experience) Location : Mumbai (Dadar)/ Bangalore Notice Period : Immediate – 1 week only Required Candidate profile Skills : Manual Testing, Mobile Testing, iOS & android, Capital Market Domain (Mandatory)

As a Financial Reporting Analyst, you will receive a receipt of the required data to prepare financial statements. In your first week in this Financial Reporting role, you can expect to: Prepare financial statements of Hedge Funds, Private Equity, Real Estate, Manco, etc., in multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP Receive required data for the preparation of financial statements in multiple GAAPs Resolve queries raised by Onshore, Client, Auditor and Director. To apply for this Financial Reporting role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in accounting. You will also require the followi...

The business comprises of Trading, Sales, Middle Office, Analytics, Research, Ecommerce and MIS reporting platforms. These platforms support trading in Fixed Income assets like Govt & Corp Bonds, FI Derivatives and Exotics, Asset and Mortgages Backed Securities, FX, Commodities etc What We Offer: We support employee wellbeing by ensuring a sense of purpose and belonging. We offer a comprehensive range of wellbeing services which allows employees to get access to the assistance they need at any point in their wellbeing journey. Our bespoke benefits support employees and their family s holistic wellbeing and are inclusive of diverse identities and family structures. Role & Responsibilities: Pe...

Essential Skills 14+ years of experience in technology leadership within capital markets. Strong expertise in front office, middle office, and back-office operations. Profound understanding of the Trade Life Cycle of Securities, Order/Execution Management Systems, Algorithmic Trading, etc. Experience with regulatory reporting encompassing both financial and non-financial reporting requirements. A robust foundation in financial products across asset classes - Equities, Fixed Income, Currency, and Derivatives. Exposure in one or more domains within Capital Markets and Asset Management such as Trading Operations, Securities Operations, Wealth/Asset Management Operations, Prime Brokerage Operati...

Job Title: Business Analyst Capital Markets Domain Role Expectations: Plan, coordinate, and deliver defined project or program deliverables, often involving multiple teams. Manage communication, risk, compliance, and provide visibility into deliverable health and progress. Ensure deliverables meet client expectations for functionality, quality, timeline, and cost. Facilitate delivery routines, stakeholder meetings, status updates, and support dependency and risk management. Promote collaboration, align execution with requirements, ensure compliance with standards, and support resource planning as an individual contributor. Required Skills: Hybrid PM/BA experience with at least 3 years in sim...

Industry: Capital Markets (mandatory) Experience: 8 –12 years (Capital Markets experience is a must) Budget : 12 LPA to Max 18 LPA Notice Period: Maximum 1 month; immediate joiners preferred Location Preference: Mumbai candidates only

We are looking for a skilled Finance Executive to join our team in the hospitality industry. The ideal candidate will have 3-5 years of experience in finance and accounting, with a strong background in financial management. Roles and Responsibility Oversee financial planning, budgeting, and forecasting to ensure business growth. Manage financial reporting, including balance sheets, income statements, and cash flow statements. Develop and implement financial strategies to optimize profitability. Analyze financial data to identify trends and areas for improvement. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with financial regulations and standards....

We are looking for a skilled Finance Executive to join our team, with 3-5 years of experience in the hospitality industry. The ideal candidate will have a strong background in finance and accounting, with expertise in accounts receivable. Roles and Responsibility Manage and oversee the accounts receivable process, ensuring timely payments and minimizing bad debts. Analyze financial data to identify trends and areas for improvement in accounts receivable. Develop and implement strategies to optimize cash flow and reduce costs. Collaborate with cross-functional teams to ensure seamless operations and resolve issues. Prepare and review financial reports, including balance sheets and profit/loss...