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7.0 - 11.0 years
20 - 35 Lacs
navi mumbai
Work from Office
1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
mumbai
Work from Office
Position - 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...
Posted 1 month ago
5.0 - 10.0 years
7 - 12 Lacs
thiruvananthapuram
Work from Office
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...
Posted 1 month ago
4.0 - 5.0 years
6 - 7 Lacs
mumbai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 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 join...
Posted 1 month ago
1.0 - 6.0 years
15 - 30 Lacs
hyderabad
Work from Office
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. Keywords relationship management,hni,private banking,broking,equity b...
Posted 1 month ago
5.0 - 7.0 years
7 - 9 Lacs
surat
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 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 PCG clientsn with minimum investment potention Rs.25 Lac through networking, database, market intelligen...
Posted 1 month ago
5.0 - 8.0 years
4 - 6 Lacs
shimoga
Work from Office
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 Brokerage and Cross Selling Targets. 3) Disemination 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) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 1 month ago
5.0 - 10.0 years
7 - 12 Lacs
vadodara
Work from Office
SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. Keywords relationship management,mu...
Posted 1 month ago
7.0 - 11.0 years
15 - 30 Lacs
vadodara
Work from Office
SVP VP AVP Relationship Manager-Private Banker/Wealth Management 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. Cand...
Posted 1 month ago
2.0 - 6.0 years
7 - 9 Lacs
ahmedabad
Work from Office
ExecutiveSr. ExecutiveAssociateSenior Associate, IFD/ IFA Channel 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 pri...
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
surat
Work from Office
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...
Posted 1 month ago
5.0 - 10.0 years
8 - 15 Lacs
thiruvananthapuram
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...
Posted 1 month ago
7.0 - 11.0 years
20 - 35 Lacs
mumbai
Work from Office
1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...
Posted 1 month ago
12.0 - 15.0 years
60 - 100 Lacs
mumbai
Work from Office
Job Description Leadership Role (BFSI Practice) Location: Mumbai Organization: Adfactors PR About Adfactors PR Adfactors PR is Indias largest and most awarded public relations firm, widely recognized as a trusted advisor to leading corporations, financial institutions, startups, and governments. Since 1997, we have built a reputation for strategic thinking, creativity, and crisis resilience. With over 1,500 professionals across 18 offices, we serve more than 500 clients across 40+ sectors, including over half of Indias top business groups. We are consistently ranked among the worlds top communications consultancies and have won prestigious global awards for excellence in corporate reputation...
Posted 1 month ago
2.0 - 4.0 years
2 - 6 Lacs
agra
Work from Office
We are looking for a highly skilled and experienced Finance Executive to join our team at Taj Agra, with 2-4 years of experience in the hospitality industry. Roles and Responsibility Managing financial transactions and preparing reports. Analyzing financial data to inform business decisions. Developing and implementing financial strategies. Collaborating with cross-functional teams to achieve business objectives. Ensuring compliance with financial regulations and standards. Maintaining accurate and up-to-date financial records and systems. Job Requirements Strong knowledge of financial concepts and principles. Excellent analytical and problem-solving skills. Ability to work effectively in a ...
Posted 1 month ago
12.0 - 22.0 years
35 - 40 Lacs
bengaluru
Hybrid
Job Title: Senior Business Analyst Regulatory Reporting Experience: 12+ Years Location: Marathahalli, Bangalore Work Mode: Hybrid Interview Process: Level 1: Virtual Level 2: Face-to-Face (F2F) Job Description We are seeking a highly experienced Business Analyst with strong knowledge of OTC Derivatives, Trade Lifecycle, and Regulatory Reporting. T he candidate should be able to understand new/existing regulatory requirements, translate them into IT specifications, and support end-to-end compliance across regulatory reporting processes. Key Responsibilities Primary Responsibilities Understand and monitor Global Markets Transaction Reporting changes. Conduct or participate in requirement clari...
Posted 1 month ago
1.0 - 6.0 years
1 - 3 Lacs
mumbai
Work from Office
Openings in good MNC Company Working Days: Sunday to Thursday Exp: 1 + Yrs Open to travel saudi must skills : Capital Market Domain, Automation and Manual experience in equal years, Good Communication and Team Leading experience Required Candidate profile Exp Automation Tester with 1+ years of expertise in Java MavenTestingManual API testing Exp in project management tool JIRA. you will work on Capital Market project Queryprajakta@peshr.com/9326067380
Posted 1 month ago
5.0 - 7.0 years
7 - 13 Lacs
chennai
Hybrid
Job Title: Business Analyst Capital Markets Experience: 57 Years JOB ID: 26141 Location: Chennai - Hybrid Industry: Banking / Capital Markets Employment Type: Full-Time Job Description We are looking for an experienced Business Analyst with strong functional expertise in Capital Markets, Collateral Management, and Triparty Collateral processes . The ideal candidate should be detail-oriented, quality-driven, and capable of translating business requirements into clear functional specifications while working closely with both business and IT teams. Responsibilities Direct Responsibilities Strong domain expertise in Capital Markets with 3+ years in Triparty Collateral Management . Expert-level k...
Posted 1 month ago
7.0 - 12.0 years
17 - 25 Lacs
mumbai
Hybrid
Inviting applications for the role of Manager, Project Manager / Business Analyst (Commodities & Capital Markets)! In this role, we are seeking a highly skilled Senior Project Manager cum Business Analyst with a strong background in commodities and capital markets, exceptional communication skills, and advanced expertise in Alteryx and Power BI. The ideal candidate will lead cross-functional initiatives, gather and translate business requirements, deliver analytical insights, and drive end-to-end project success in a fast-paced financial environment. Responsibilities- Project Management Lead and manage full project lifecycle from initiation through deployment for technology and business init...
Posted 1 month ago
0.0 - 1.0 years
0 - 0 Lacs
noida
Work from Office
1.Knowledge about Capital Market & Stock Broking 2.Learning about Equity, Capital Markets & Research related 3. Work closely with Internal Departments 4.Assess the performance of Stocks & Investments Interested shall send CV by whatsapp:93110 85557
Posted 1 month ago
8.0 - 13.0 years
10 - 20 Lacs
pune
Work from Office
Role & responsibilities Dear Greeting from Capgemini! We are pleased to inform you that we have open position for Java Microservices for Bangalore / Chennai / Pune location. Job Description mentioned as below- Exp - 8 to 12 Years Notice - Immediate to 30 days. Skill- Java Tech Lead + Capital Market domain Work Location: - Bangalore / Chennai / Pune Interview Mode- Video conferencing (On Teams) Education- Graduation must Job Description- Java Microservices Java Development / Microservices experience / Rest API Java Spring Boot experience Java 8 experience, Collections, Exception handling Knowledge of design pattern Knowledge of deployments (Jenkins, Docker) Knowledge of API Gateway, performan...
Posted 1 month ago
5.0 - 7.0 years
8 - 17 Lacs
chennai
Hybrid
Job Title: Business Analyst in Capital Markets / Triparty Collateral Management Location: Chennai Experience: 5 to 7 Years Work model : Hybrid ** Note : Prefers only immediate to short joiners and will be contacted for further interview process. Key Responsibilities: Analyze business, production, security, and system requirements for Triparty Collateral Management applications. Write detailed functional specifications and BDD test cases for user stories. Perform UAT for all functional topics and ensure high-quality deliverables. Collaborate with developers and IT teams to reduce defects in IST/UAT/Production. Identify risks, provide mitigation plans, and escalate issues timely. Work autonomo...
Posted 1 month ago
0.0 - 3.0 years
2 - 4 Lacs
patna
Work from Office
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. Required Candidate profile 1. Proven experience in sales, business development, or client servicing within the stock market, MF or financial services industry. 2. Strong understanding of stock market and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
patna
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
visakhapatnam
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
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