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5.0 - 8.0 years
5 - 15 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 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention
Posted 1 month ago
5.0 - 9.0 years
8 - 12 Lacs
vijayawada
Work from Office
Position - Areas Sales Manager, Investments & Third Party Financial Products Distribution 1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and ...
Posted 1 month ago
5.0 - 8.0 years
4 - 6 Lacs
surat
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
1.0 - 4.0 years
10 - 11 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) & 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 1 month ago
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) 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
1.0 - 6.0 years
15 - 30 Lacs
hyderabad
Work from Office
SVP/VP/ AVP Relationship Managers , Private Bankers - 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 client...
Posted 1 month ago
8.0 - 13.0 years
40 - 50 Lacs
hyderabad
Work from Office
Role is in Hyderabad for one of TOP Listed SaaS IT Product Company. Looking for someone who is based in Hyderabad and has experience as Investor Relation in a Listed Company. Key Responsibilities Develop and execute a comprehensive investor relations strategy aligned with organizational goals. Build and maintain strong relationships with institutional investors, analysts, and key financial stakeholders. Conduct in-depth analysis of investor profiles, coverage opportunities, and market sentiment. Prepare quarterly and annual investor reports, earnings presentations, and leadership briefing documents. Coordinate investor meetings, analyst interactions, and participation in financial conference...
Posted 1 month ago
6.0 - 11.0 years
22 - 37 Lacs
hyderabad, gurugram, bengaluru
Hybrid
candidate will have exp. in designing, developing & maintaining Murex Datamart /MXML/ Business Analyst_ FO/BA/Murex Testing/Support also have exp. in SQL, Unix, and Oracle database. Design, develop, and maintain Murex Datamart solutions. Required Candidate profile Murex MXML Murex Front Office BA/Murex FO Murex Testing Murex Environment Engineer Murex Datamart Participate in code reviews-Work with business analysts to understand requirementsdevelop solutions
Posted 1 month ago
5.0 - 10.0 years
17 - 25 Lacs
mumbai
Work from Office
Position: Client Service Manager Location: Mumbai Experience: 4+ Years This is regarding the opening for leading Fund Management Firm We are looking to add a highly qualified and experienced Client Service Manager to our team. The chosen applicant will ensure that our clients' demands are satisfied and their experience with our company is outstanding by offering them outstanding service, support, and solutions. The client service manager will provide customized financial solutions to a wide spectrum of clients, including high-net-worth individuals and institutional investors. The position involves proactive planning and daily supervision of FPI's customer servicing operations while upholding...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
pune, all india
On-site
As a Fund Accounting and Financial Reporting professional at Citi, you will play a crucial role in preparing and reviewing financial statements/regulatory reports such as Balance sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts in compliance with applicable GAAP standards like US GAAP, IFRS, Lux GAAP, and IRISH GAAP. Your responsibilities will include acting as a subject matter expert for the team, assisting seniors with performance data, maintaining required trackers and KPIs, documenting processes and SOPs, ensuring continuous quality improvement, conducting process trainings for new members, meeting SLAs, and being a valuable team player. Additionally, you should ...
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
bengaluru
Work from Office
About The Role Skill required: Order to Cash - Collections Processing Designation: Order to Cash Operations Analyst Qualifications: BCom/Any Graduation 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 ...
Posted 1 month ago
0.0 - 1.0 years
7 - 11 Lacs
bengaluru
Work from Office
About The Role Skill required: Trade Processing-Settlements - 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 exec...
Posted 1 month ago
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...
Posted 1 month ago
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...
Posted 1 month ago
0.0 - 1.0 years
7 - 11 Lacs
bengaluru
Work from Office
About The Role Skill required: Trade Processing-Settlements - 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 exec...
Posted 1 month ago
1.0 - 4.0 years
8 - 12 Lacs
bengaluru
Work from Office
About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve advising and leading teams, collaborating with various stakeholders, and providing strategic insights to enhan...
Posted 1 month ago
1.0 - 4.0 years
8 - 12 Lacs
bengaluru
Work from Office
About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will advise, lead, and engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve collaborating with various teams to ensure effective implementation of strategies, providing...
Posted 1 month ago
1.0 - 4.0 years
8 - 12 Lacs
bengaluru
Work from Office
About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve advising and leading teams, collaborating with various stakeholders, and providing strategic insights to enhan...
Posted 1 month ago
1.0 - 3.0 years
7 - 11 Lacs
mumbai
Work from Office
About The Role Skill required: Trade Processing-Settlements - Trade Finance 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 executio...
Posted 1 month ago
0.0 - 1.0 years
7 - 11 Lacs
mumbai
Work from Office
About The Role Skill required: Asset Management - Asset Data Management 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 executio...
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
bengaluru
Work from Office
Position Fund Accounting - BA - Senior Facilitate and encourage the necessary conversations between the Business and Technology to determine the what and the how of the product features. Work independently with minimum supervision. Provide technical guidance to the team as well as client as needed. The role is deadline oriented and may require working under US time schedule. Be involved in project management as needed. Mentor, train and inspire staffs to meet the project objectives. Proactively develop and impart training on new onboarded or upcoming initiatives for team members. Work with Technology and US team in identifying process improvement areas and bring in the culture of automation....
Posted 1 month ago
5.0 - 8.0 years
8 - 12 Lacs
chennai
Work from Office
Role Purpose The role incumbent is focused on implementation of roadmaps for business process analysis, data analysis, diagnosis of gaps, business requirements & functional definitions, best practices application, meeting facilitation, and contributes to project planning. Consultants are expected to contribute to solution building for the client & practice. The role holder can handle higher scale and complexity compared to a Consultant profile and is more proactive in client interactions. Do Assumes responsibilities as the main client contact leading engagement w/ 10-20% support from Consulting & Client Partners. Develops, assesses, and validates a clients business strategy, including indust...
Posted 1 month ago
8.0 - 10.0 years
7 - 11 Lacs
pune
Work from Office
Role Purpose The purpose of this role is to provide solutions and bridge the gap between technology and business know-how to deliver any client solution Do 1. Bridging the gap between project and support teams through techno-functional expertise For a new business implementation project, drive the end to end process from business requirement management to integration & configuration and production deployment Check the feasibility of the new change requirements and provide optimal solution to the client with clear timelines Provide techno-functional solution support for all the new business implementations while building the entire system from the scratch Support the solutioning team from arc...
Posted 1 month ago
5.0 - 8.0 years
8 - 12 Lacs
pune
Work from Office
Role Purpose The role incumbent is focused on implementation of roadmaps for business process analysis, data analysis, diagnosis of gaps, business requirements & functional definitions, best practices application, meeting facilitation, and contributes to project planning. Consultants are expected to contribute to solution building for the client & practice. The role holder can handle higher scale and complexity compared to a Consultant profile and is more proactive in client interactions. Do Assumes responsibilities as the main client contact leading engagement w/ 10-20% support from Consulting & Client Partners. Develops, assesses, and validates a clients business strategy, including indust...
Posted 1 month ago
3.0 - 5.0 years
4 - 8 Lacs
gurugram, bengaluru
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. JOB RESPONSIBILITIES To work on Private Equity / Real Estate / Hedge Fund Operations such as Fund / Financial Accounting - Book Keeping, Journal Posting, Preparation of Financial Statements. Management Fee Carried Interest and Expense Calculation & Posting. Capital Calls - Preparation of Capital Call memos, LC Opening, Follow Up with LPs for funding Distribution - Preparation of Distribution working, LP Memo Preparation, Fund Transfer Wire preparation, Repayment of LCs Reconciliation - Cash Reconciliation,...
Posted 1 month ago
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