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1.0 - 3.0 years
4 - 6 Lacs
chennai
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.
Posted 1 day ago
9.0 - 12.0 years
19 - 30 Lacs
bengaluru
Work from Office
In depth Experience as UX Designer & Researcher in CAPITAL MARKETS domain is MANDAOTRY. User Research & Insight: Plan, conduct, and synthesize user research (e.g., usability testing, contextual inquiry, surveys) to deeply understand user needs, behaviors, and pain points. Translate research findings into actionable insights that inform user flows, interaction design, and overall experience strategy for complex, data-rich applications. Document research methodologies and findings in clear, concise reports and presentations. Enterprise UX Design: Lead the creation of user-centered designs for enterprise-scale applications, both established and greenfield projects. Tackle complex data visualiza...
Posted 2 days ago
2.0 - 9.0 years
2 - 5 Lacs
kolkata, mumbai, new delhi
Work from Office
???$2,000 SIGNING BONUS AVAILABLE Only ONE top performer among new contractors before September 7th wins! Partner with our innovative team where artificial intelligence meets human precision in financial services transcription At Remoat Teams, we're revolutionizing how financial institutions handle their critical communications through advanced AI-powered transcription solutions enhanced by expert human oversight, Our independent AI Transcript Quality Editors ensure impeccable accuracy in financial documentation while working with cutting-edge AI technology This contractor role combines technical expertise with deep attention to financial terminology and regulatory compliance, Compensation &...
Posted 2 days ago
5.0 - 10.0 years
14 - 19 Lacs
kolkata, mumbai, new delhi
Work from Office
Company Enormous Enterprise LLC Location: Hyderabad, Telangana, India Posted September 08, 2025 Apply Description Domain : Public Customer Service/Accounting Location: India Mumbai/Hyderabad/Bangaluru We are seeking a Manager US Taxation (Partnership Financial Services) to join the Financial Services Tax practice in our Mumbai, Bangalore and Hyderabad office We are seeking someone who thrives in a growing environment and providing clients with exceptional services, What It Means To Work For Our Client You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to...
Posted 2 days ago
0.0 - 7.0 years
3 - 7 Lacs
kolkata, mumbai, new delhi
Work from Office
Transform Financial Communication Through Innovation | Remoat Teams Join our innovative team where artificial intelligence meets human precision in financial services transcription At Remoat Teams, we're revolutionizing how financial institutions handle their critical communications through advanced AI-powered transcription solutions enhanced by expert human oversight, Our Transcription Editors ensure impeccable accuracy in financial documentation while working with cutting-edge AI technology This role combines technical expertise with deep attention to financial terminology and regulatory compliance, Compensation & Schedule, we offer a comprehensive package designed to recognize your expert...
Posted 2 days ago
3.0 - 6.0 years
4 - 8 Lacs
kolkata, mumbai, new delhi
Work from Office
About Us WHY Linedata Linedata is an award-winning software solutions company We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership, We humanize technology : We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries Our environment is international, ego-free and relaxed We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets We celebrate success and we enjoy each others company We employ more than 1350 employee...
Posted 2 days ago
0.0 - 7.0 years
3 - 7 Lacs
kolkata, mumbai, new delhi
Work from Office
Transform Financial Communication Through Innovation | Remoat Teams Join our innovative team where artificial intelligence meets human precision in financial services transcription At Remoat Teams, we're revolutionizing how financial institutions handle their critical communications through advanced AI-powered transcription solutions enhanced by expert human oversight, Our AI Transcript Quality Editors ensure impeccable accuracy in financial documentation while working with cutting-edge AI technology This role combines technical expertise with deep attention to financial terminology and regulatory compliance, Compensation & Schedule: We offer a comprehensive package designed to recognize you...
Posted 2 days ago
2.0 - 6.0 years
3 - 7 Lacs
kolkata, mumbai, new delhi
Work from Office
About Us WHY Linedata Linedata is an award-winning software solutions company We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership, We humanize technology : We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries Our environment is international, ego-free and relaxed We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets We celebrate success and we enjoy each others company We employ more than 1350 employee...
Posted 2 days ago
9.0 - 14.0 years
10 - 20 Lacs
hyderabad
Work from Office
LOB Financial Services DESIGNATION Manager, Fund Accounting JOB LOCATION Hyderabad JOB RESPONSIBILITIES Financial Accounting & Reporting Day to day accounting for various companies (of more complex holding structures): Bank statements Incoming invoices Outgoing invoices Accruals and provisions Transactions Maintain interest calculation schedules Maintain amortization / depreciation schedules Month-end reconciliations Review of accruals and provisions Intercompany reconciliations and advise administration department on intercompany settlements Preparation of financial statements Preparation of NAV and management accounts SPV, Prop Co and hold Co. accounting Administration & General Assistance...
Posted 2 days ago
4.0 - 9.0 years
0 - 0 Lacs
bengaluru
Hybrid
BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of our proven Beta, Maxit, and Mediant businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable ent...
Posted 2 days ago
9.0 - 14.0 years
10 - 20 Lacs
hyderabad
Work from Office
Job Summary To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team. Main person who is accountable, has ownership of deliverables. Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, invest...
Posted 2 days ago
1.0 - 4.0 years
2 - 7 Lacs
noida, mumbai, chennai
Work from Office
Capital Market, Communication Skills, Domain expertise, Quality Assurance and Control, Training and upskilling Client Management, Coaching and Development, Mentoring, Microsoft Office, People Management, Problem Solving
Posted 2 days ago
5.0 - 7.0 years
5 - 15 Lacs
bengaluru
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, Candidate Profile 1) 5 - Ye...
Posted 2 days ago
2.0 - 4.0 years
7 - 9 Lacs
hyderabad
Work from Office
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 ...
Posted 2 days ago
2.0 - 4.0 years
5 - 7 Lacs
mumbai
Work from Office
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.
Posted 2 days ago
2.0 - 4.0 years
4 - 9 Lacs
hyderabad
Work from Office
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 ...
Posted 2 days ago
5.0 - 8.0 years
8 - 12 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 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...
Posted 2 days ago
5.0 - 9.0 years
5 - 15 Lacs
bengaluru
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. 11) Acquire quality PCG clientsn with minimum investment potention Exp-Minimum 5 year working with Stock Broking Firms .
Posted 2 days ago
2.0 - 6.0 years
6 - 10 Lacs
mumbai
Work from Office
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...
Posted 2 days ago
2.0 - 3.0 years
5 - 6 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 2 days ago
7.0 - 11.0 years
15 - 30 Lacs
ahmedabad
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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...
Posted 2 days ago
5.0 - 8.0 years
5 - 15 Lacs
surat
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 2 days 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 2 days ago
1.0 - 4.0 years
10 - 11 Lacs
chennai
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 2 days ago
7.0 - 11.0 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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...
Posted 2 days ago
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