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2.0 - 4.0 years

7 - 9 Lacs

ahmedabad

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 ...

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2.0 - 4.0 years

4 - 9 Lacs

mumbai

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 ...

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5.0 - 8.0 years

8 - 12 Lacs

chennai

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...

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7.0 - 12.0 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 cl...

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5.0 - 8.0 years

9 - 13 Lacs

hyderabad

Work from Office

Job SummaryWe are seeking a skilled and motivated Developer with 58 years of experience in software development using C#, SQL, and NET technologies The ideal candidate will be responsible for designing, developing, and maintaining robust applications that meet business requirements and deliver high performance and scalability Must have worked on capital market domain projects like Market Risk, Credit Risk, counterparty risk Financial reporting and Trade and Transaction reporting

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5.0 - 9.0 years

5 - 15 Lacs

mumbai

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 12) Exp-Minimum 5 year working with Stock Broking Firms _

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

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. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

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5.0 - 9.0 years

8 - 12 Lacs

kochi

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 ...

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5.0 - 10.0 years

15 - 30 Lacs

hyderabad

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.

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7.0 - 11.0 years

15 - 30 Lacs

chennai

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. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

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2.0 - 3.0 years

5 - 6 Lacs

mumbai

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...

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10.0 - 15.0 years

10 - 20 Lacs

hyderabad

Hybrid

Overall Responsibility: Oversee daily operation of department with First Time Right Approach across different teams / functions Manage resources at the local level (a team/unit within a department or a small department) Manage staff in the development and implementation of departmental policies, procedures and programs. Ensure adherence to company policy and governmental regulations. Assist in managing departmental structure, employee development, training and planning. FINRA licenses as required. Help build, monitor and manage the execution plan for the India GBS Wealth Management team. Understand advisor sales processes, home office submission processes, compliance and regulatory landscape...

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13.0 - 20.0 years

10 - 20 Lacs

hyderabad

Hybrid

Overall Responsibility: Oversee daily operation of department with First Time Right Approach across different teams / functions Manage resources at the local level (a team/unit within a department or a small department) Manage staff in the development and implementation of departmental policies, procedures and programs. Ensure adherence to company policy and governmental regulations. Assist in managing departmental structure, employee development, training and planning. FINRA licenses as required. Help build, monitor and manage the execution plan for the India GBS Wealth Management team. Understand advisor sales processes, home office submission processes, compliance and regulatory landscape...

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3.0 - 8.0 years

22 - 30 Lacs

mumbai

Work from Office

We are looking for a finance professional with strong expertise in capital markets, IPO execution, financial due diligence, and regulatory compliance to manage end-to-end IPO transactions and stakeholder coordination.

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5.0 - 10.0 years

15 - 25 Lacs

gurugram

Work from Office

Lead & manage teams Oversee project deliverables & execution Build detailed financial models (3-statement, DCF, LBO) & conduct valuation analyses Use CapIQ, PitchBook, FactSet for financial research & benchmarking Required Candidate profile 5–10 years experience with PE, VC, IB, or Advisory clients Strong in transaction support & financial modeling Excellent analytical skills Proven ability to manage multiple fast-paced projects

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6.0 - 11.0 years

22 - 37 Lacs

kolkata, pune, bengaluru

Hybrid

Overall 6 to 8+ yrs of exp. in Murex Environment Management Strong Murex environment management exp. both with mx3.1& deploying and managing Murex environments,Excellent configuration management DevOps exp. using Jenkins and Cloud & CI processes Required Candidate profile hands-on exp. as a Business Analyst. • 6 years of experience working in Capital Markets technology&trading platform (preferably Murex) with an emphasis on FX products , Fixed Income & Derivatives.

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5.0 - 9.0 years

4 - 6 Lacs

mumbai, chennai, 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...

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5.0 - 10.0 years

3 - 5 Lacs

ahmedabad, chennai, surat

Work from Office

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, a...

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7.0 - 10.0 years

15 - 30 Lacs

kolkata, mumbai, delhi / ncr

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...

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

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. Candidate Profile 1) Minimum 7 Year...

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4.0 - 5.0 years

8 - 10 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) & 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...

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0.0 - 3.0 years

1 - 4 Lacs

chennai, ahmedabad, bengaluru

Work from Office

Supervise assigned accounts to identify unresolved debts. Develop effective repayment plans. Follow-up with Members on OD. Oversee all monthly payments of OD Member. Research and implement effective collection techniques. Respond to Member account queries in a timely and professional manner. Target Oriented. Skills required - Communication Oral / Written, Problem-Solving, Negotiation, Time management, Computer, Target Oriented. Reporting To Branch Manager/ Regional Manager. Candidate Profile required Education Under Graduate / Graduate from renowned university Location: Bengaluru,Chennai,Ahmedabad,Kochi,Mumbai,Indore,Lucknow

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7.0 - 11.0 years

15 - 30 Lacs

mumbai

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. Candidate Profile 1) Minimum 7 Year...

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2.0 - 4.0 years

7 - 9 Lacs

mumbai

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 ...

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2.0 - 4.0 years

7 - 9 Lacs

ahmedabad

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 ...

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