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5.0 - 8.0 years

4 - 6 Lacs

bengaluru

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) Dissemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client engagement. 5) Application of technical analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Disseminating Fundamental research recommendations to meet investing requirements of allo...

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2.0 - 6.0 years

4 - 9 Lacs

varanasi

Work from Office

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

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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...

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1.0 - 4.0 years

4 - 8 Lacs

bengaluru

Work from Office

Role Description Ensure continued service delivery and offer a robust and stable operating environment to support the Global Trade Services (GTS) functions. Contribute to the overall operational strategy of GTS function and responsible for its effective implementation. Improve service delivery and productivity to maximize service quality and operational efficiency and minimizing operational risk through the effective implementation of appropriate controls. Demonstrate commitment to continuous process improvement along with good People management skills. This role is part of the Middle office which requires the trade/risk to be captured and trade life cycling to be managed on To basis. Critic...

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1.0 - 4.0 years

3 - 7 Lacs

bengaluru

Work from Office

Role Description Clearing and Settlement is responsible for managing the end-to-end clearing and settlement process. This is to ensure smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. Work includes: Supporting interaction between internal and external stakeholders involved in the clearing and settlement process chain Allocating assets to optimize the portfolio strategically Ensuring adherence with market standards Clearing and settling through both primary and secondary markets and direct payments Your key responsibilities Employee should be able to substantiatecompleteness of daily tasks. Ensures that the daily reconciliations and m...

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2.0 - 5.0 years

6 - 10 Lacs

chennai

Work from Office

Join us as a Transaction Management Analyst In your new role, youll be processing transactions for the investment banking function, working with others to create a seamless process Youll be collaborating with counterparties, traders, sales people and other global operations teams, allowing you to develop an extensive network Take advantage of our development opportunities, hone your skills and advance your career in this critical role We're offering this role at senior analyst level What you'll do As a Transaction Management Analyst, youll be processing investment banking transactions which will include confirmations, settlements, reconciliations and investigations. Day-to-day, youll be: Pro...

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3.0 - 5.0 years

3 - 5 Lacs

noida

Work from Office

About The Role Skill required: Order to Cash - Collections Processing Designation: Order to Cash Operations Analyst Qualifications: BCom Years of Experience: 3 to 5 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Optimizing working capital, providing real-time visibility and end-to-end management of revenue and cash flow, and streamlining billing processes. This team over looks the entire processes that starts from customers inquiry, sales order to delivery and invoicing. The Cash Application Processing team...

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3.0 - 5.0 years

8 - 13 Lacs

mumbai

Work from Office

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proces...

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1.0 - 3.0 years

8 - 12 Lacs

bengaluru

Work from Office

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proc...

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0.0 - 1.0 years

3 - 6 Lacs

gurugram

Work from Office

About The Role Skill required: Reinsurance - Collections Processing Designation: Record to Report Ops New Associate Qualifications: BCom/Chartered Accountant/PGDBM Years of Experience: 0 to 1 years Language - Ability: English(International) - Proficient What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing in...

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0.0 - 1.0 years

7 - 11 Lacs

chennai

Work from Office

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes...

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0.0 - 1.0 years

7 - 11 Lacs

chennai

Work from Office

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes...

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0.0 - 1.0 years

8 - 12 Lacs

chennai

Work from Office

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Services New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes e...

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1.0 - 3.0 years

7 - 11 Lacs

mumbai

Work from Office

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution su...

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1.0 - 3.0 years

7 - 11 Lacs

bengaluru

Work from Office

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution su...

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3.0 - 5.0 years

3 - 7 Lacs

noida

Hybrid

We are looking for a Collections Specialist to join our Collections team in (Noida) INDIA. This is an amazing opportunity to work on multiple products with the business. We have a great skill set in Collections and we would love to speak with you if you have skills in Accounts receivables, Credit control, Collections. About You experience, education, skills, and accomplishments At least 3 -5 years of relevant work experience with good knowledge of Accounts receivables, collections, Reconciliation of customers accounts (debits, credits etc.) Bachelors degree in finance (B.COM, BBA, MBA preferred) E Billing portals, Oracle knowledge would be an added advantage. Excellent communication skills a...

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1.0 - 4.0 years

6 - 9 Lacs

jaipur

Work from Office

Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the banks systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to streamline infrastructure and improve efficiency. Reference data is integral to the banks response to regu...

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8.0 - 13.0 years

20 - 25 Lacs

mumbai

Work from Office

Role Description DWS Group (DWS) is one of the world's leading asset managers with EUR 841bn of assets under management (as of 31 March 2023). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management as well as our deep environmental,...

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8.0 - 10.0 years

2 - 6 Lacs

pune

Work from Office

Role Description The Associate SME is a functional specialist who will be required to manage the day-to-day activities of the Reconciliation process. Would support the team with a very strong Subject Matter Expertise to resolve queries from team members and resolving parties alike. Candidate would work very closely with the team members, Manager/AVP/VP, resolving parties and external custodians to keep the number and value of ageing Cash & Position breaks under control. Your key responsibilities Have deep knowledge of the Reconciliation process and the associated Investment and Accounting Book of Records. An associated understanding of Swifts / internal feeds that enable the above. Ability t...

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2.0 - 6.0 years

4 - 9 Lacs

jaipur

Work from Office

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

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3.0 - 4.0 years

6 - 10 Lacs

mumbai

Work from Office

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

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0.0 - 2.0 years

2 - 6 Lacs

mumbai

Work from Office

Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across 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, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve ...

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1.0 - 5.0 years

3 - 7 Lacs

mumbai

Work from Office

Summary of Duties: The Real Time Analyst is responsible for managing and ensuring that the service level agreements for various programs are met. Main Responsibilities: Manage the call\Chat volume, daily attendance and program break schedules Assist with creation if metrics and targets for services Work closely with the operations team to analyze and help improve their delivery processes Generate ideas for process and service improvement planning Produce daily, biweekly and monthly internal reports Assist with projects and other duties as requested or assigned

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4.0 - 7.0 years

2 - 6 Lacs

pune

Work from Office

Role Overview We are seeking a skilled and motivated Python Developer with a strong foundation in SQL and a background in Computer Engineering or Computer Science . The ideal candidate will have hands-on experience in designing, developing, and maintaining robust backend systems, working with databases, and collaborating across teams to deliver high-quality software solutions. Key Responsibilities Design, develop, and maintain efficient, reusable, and reliable Python code Build and optimize data pipelines and backend services using Python and SQL Write complex SQL queries for data extraction, transformation, and reporting Collaborate with cross-functional teams including data analysts, DevOp...

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7.0 - 10.0 years

3 - 7 Lacs

pune

Work from Office

We are looking for a skilled Senior Analyst to join our team at eClerx Services Ltd., with 7-10 years of experience in the IT Services & Consulting industry. Roles and Responsibility Analyze complex data sets to identify trends and patterns, providing insights to stakeholders. Develop and implement process improvements to increase efficiency and productivity. Collaborate with cross-functional teams to achieve business objectives. Design and execute experiments to test hypotheses and validate results. Communicate findings and recommendations to senior management through reports and presentations. Stay updated with industry trends and emerging technologies to enhance processes. Job Requirement...

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