583 Capital Markets Jobs

The Team: Morningstar DBRS - Credit Operations Mumbai Analytics The Group: Morningstar DBRS (MDBRS) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit: https://dbrs.morningstar.com/about to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with MDBRS global stakeholders to build creative, impactful solutions and offer services for the business and the market. The Role: Morningstar DBRS's Corporate team is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process including in-depth fundamental analysis of Corporate borrowers across multiple industries in support of analysts based in North America & Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office. Key Responsibilities: Develop an understanding of and build proficiency in credit analysis Provide support to global analytical teams in monitoring news, announcements, or other material events impacting corporate credits Assist in preparing financial models, including, but not limited to, updating financial information, reconciling data, maintain company and peer group historical financial results and credit metrics, etc. Maintain industry data through ongoing research/ review of company filings, presentations, and industry publications Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and industry commentaries and reports authored by the global analytical team Review and summarize credit & legal documentation, etc. Assist the global analytical teams or senior analysts in preparing credit rating memos, rationales, etc. or parts thereof Track, review and maintain documentation and various operational databases to help support the credit rating process Ensure compliance with regulatory and company policies and procedures Requirements: Master's or Postgraduate in Management (Finance) or CA or CFA Level 3 or any such equivalent qualification Minimum of 23 years of relevant experience in capital markets, corporate credit analysis, analyzing credit risk of high yield or leveraged loan issuers, etc. or experience in auditing corporate financial statements at a nationally recognized accounting firm with CPA license Good understanding of core finance and accounting concepts Knowledge of U.S. GAAP and/or IFRS accounting rules is strongly desired Robust quantitative and analytical skills supported by strong attention to detail and accuracy Fluent in English, with good verbal and written communication skills Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/contribute as a team player Morningstar DBRS is an equal opportunity employer. Hybrid model partial work from home option where employee will work from Morningstar's Navi Mumbai offices 3 days a week (subject to change as per organizational directive). About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work, certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Are you ready to make an impact at DTCC Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth, and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications, and Sales Analytics & Operations. Comprehensive health and life insurance and well-being benefits, based on location, Pension / Retirement benefits, Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact You Will Have In This Role The Enterprise Client Operations (ECO) organization is comprised of onboarding-related and client support (help desk) capabilities for DTCC and its subsidiaries. This Client Operations Data Director role sits within the ECO organization and will be supporting ECO leadership with their teams located in Chennai, as well as partnering closely with the Enterprise Data Team to execute against the DTCCs client/entity data strategy. This role requires exceptional leadership, communication, and problem-solving skills to drive site performance, employee engagement, and project-level leadership. The leader in this role will build and cultivate relationships with key stakeholders and develop high performing teams. Your Primary Responsibilities ECO Leadership Responsibilities: - Provide site leadership for ECO employees in the Chennai Office. Engage in sessions to plan site-specific activities to drive employee engagement. - Lead and manage day-to-day operations of Chennai based ECO teams, ensuring alignment with organizational goals, objectives, and performance standards. - Foster a culture of collaboration, quality, and continuous improvement and enable high performing teams. - Assist with recruiting for open positions in the Chennai office, including onboarding and training of new hires. - Own Business Continuity Plans and effectively coordinate operations and client support in the event of a site-level crisis. - Demonstrate influence and visibility by representing the function in key events with internal and external partners. - Exemplify enterprise leadership and accountability to drive collaboration and problem solve. Client Operations Data Lead Responsibilities: - Recruit and build a team to focus on the data remediation efforts required to establish a strong data foundation, including collecting, validating, and maintaining client data across multiple platforms and systems. - Coordinate with the Enterprise Data Team and IT to resolve data-related issues and implement data management solutions. - Determine the client outreach and remediation strategy for data clean-up efforts, including validating data with clients, and collecting missing key data elements. - Develop and implement data quality control procedures and standards. - Conduct regular data quality assessments and implement corrective actions as needed. - Train and support staff on data quality best practices and procedures. - Collaborate with ECO teams on effective data management. - Lead project-based work for ECO leadership and define project scope, timelines, goals, and deliverables working with internal stakeholders. - Create and maintain Team Book of Work and identify resource demand needs. Lead new initiatives and ensure team's operational readiness to support new requirements and product offerings. - Conduct capacity planning assessment and make recommendations on staffing. - Define and continuously revise critical metrics and KRIs to improve team performance. Regularly review client feedback, identify knowledge gaps and team training needs. - Apply management reports and metrics to track performance of teams and individuals to ensure success in meeting the team's objectives. Qualifications: - Minimum of 10 years of related experience. - Bachelor's degree preferred or equivalent experience. Talents Needed For Success: - Experience in leadership/people manager roles; preferably in a multinational environment. - Experience building, leading, and coaching teams and leading via influence. - Deep understanding of data management processes and standard methodologies. - Experience in banking, capital markets, or financial operations preferred. - Self-starter with a solid ability to prioritize, own and drive projects, and quickly learn new concepts and frameworks. - Excellent written and verbal communication skills. - Excellent analytical and quantitative skills. - Prior experience working with technology, business teams, and operating model changes. About Us DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions, and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure, and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle. DTCC proudly supports Flexible Work Arrangements favoring openness and gives people the freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind. Learn more about Clearance and Settlement by clicking here. About The Team Enterprise Services comprises multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services. These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes, and end-to-end best practices.,

The role of a Junior Fund Accountant in Alternative Investments at a leading financial services firm in GIFT City, Gandhinagar involves supporting the Fund Administration team. The ideal candidate for this position should have 1-2 years of experience in fund accounting, specifically in alternative investments like Private Equity, AIFs, and Hedge Funds. A strong inclination towards establishing a career in financial operations and compliance is essential. Responsibilities: - Assisting in NAV calculation and fund accounting operations. - Supporting capital call and distribution processes. - Preparing investor notices, client reports, and journal entries. - Handling reconciliations and collaborating with internal teams for coordination. - Ensuring compliance with IFSCA regulatory requirements. Skills & Experience Required: The candidate should possess 1-2 years of relevant experience in fund accounting or financial operations. Familiarity with alternative investment funds such as AIF Cat I/II/III, NAV processes, and capital markets is preferred. Proficiency in Excel and familiarity with financial software like Investran, PAXUS, Geneva would be advantageous. Strong analytical and communication skills are necessary. The candidate should be either based in GIFT City, Gandhinagar, or willing to relocate. Joining this opportunity offers the chance to work in a rapidly growing fund administration environment that aligns with India's vision of establishing GIFT City as a global financial hub. The role provides hands-on experience with international clients, advanced fund structures, and cutting-edge reporting platforms.,

You will be responsible for designing and executing detailed test cases based on functional and technical requirements. Your role will involve performing manual testing across web, mobile, and backend systems. You will be expected to identify, document, and track bugs through resolution using tools like JIRA or Bugzilla. Collaboration with developers, product managers, and business analysts is essential to ensure effective communication and resolution of issues. Additionally, you will conduct regression testing and provide support during UAT cycles while ensuring compliance with QA standards and best practices. To qualify for this role, you should have a minimum of 3 years of manual testing experience in web/mobile applications. A strong understanding of SDLC and STLC is required along with experience in writing detailed test cases and test plans. Familiarity with tools like JIRA, TestRail, or similar testing tools is necessary. You should possess the ability to comprehend business flows and conduct end-to-end testing efficiently. Excellent communication and documentation skills are essential for this role. Preference will be given to candidates with experience in financial services, capital markets, or broking domain. Exposure to basic SQL for data validation and experience in UAT/client-facing testing coordination will be advantageous for this position.,

You will be joining KPMG India, a professional services firm affiliated with KPMG International Limited, with offices across India including Bangalore. As a Lead Business Analyst, you will be responsible for specialized Non-Financial Regulatory Reporting projects, focusing on regulatory controls and implementation using systems like Kaizen and Droit. Your expertise in change management, particularly in projects related to MIFID II, EMIR, and SFTR within the banking or financial services sector, will be crucial. You should have a solid grasp of Agile and Waterfall frameworks, with excellent communication, problem-solving, and stakeholder management skills. Previous experience in a Global Bank or Big4 consulting firm is preferred, along with a good understanding of Financial Risk & Capital Markets concepts. With 8-15 years of experience in regulatory reporting, you should be familiar with project lifecycle, functional and technical specification analysis, recent regulatory changes, and industry issues. Knowledge of FX, derivatives, equities, bonds, and structured products is required. Your ability to model complex systems, communicate effectively with stakeholders, and adhere to regulatory frameworks and reporting standards will be essential for success in this role. If you meet these qualifications and are interested in this opportunity, please send your CV to anamikagandhi@kpmg.com. Selected candidates are expected to join within 30 to 45 days or be an immediate joiner. This position offers equal employment opportunities for all candidates.,

As the Senior Sales Executive, Treasury & Capital Markets at our organization, you will report to the Senior Director, Sales and be responsible for managing a high visibility book of business within the Treasury & Capital Markets segment. Your primary focus will be to plan and prioritize sales and account management activities with the objective of generating new bookings. Your key responsibilities will include: - Building and maintaining customer success through active account management to create opportunities for additional business. - Ensuring a healthy pipeline management by maintaining appropriate sales development activity. - Proactively building relationships with all accounts and expanding the sphere of influence within the account base. - Managing complex enterprise sales processes by collaborating with key stakeholders in product, business line, technology, and procurement. - Utilizing a consultative sales approach to develop account plans and identify specific needs for each bank. - Demonstrating strong relationship-building skills both internally and externally. - Actively using CRM for account activity and reporting. - Being responsive, reliable, and results-oriented. - The role may require up to 30% travel. To be successful in this role, you should have: - 7+ years of experience in outside sales representing enterprise software, SaaS, or FinTech solutions with knowledge of the banking vertical & capital markets. - Demonstrated ability to build meaningful relationships and grow the book of business through consultative sales methodology. - Ability to acquire in-depth knowledge of a client's business, identify challenges and opportunities, and position solutions effectively. - Proven ability to understand and communicate effectively with multiple stakeholders. - Demonstrated product and industry knowledge, including market trends and competitive intelligence. At our organization, we are committed to offering a range of incentives to our employees worldwide, including: - Flexibility in work arrangements and inclusive policies such as unlimited vacation, hybrid working, and paid time off for voting, bereavement, and sick leave. - Well-being support through access to therapy, coaching, and emotional and mental support groups. - Comprehensive benefits including medical, life & disability insurance, retirement plans, and other lifestyle benefits. - ESG initiatives with paid time off for volunteering and donation matching. - DEI groups for open involvement and career development opportunities through online learning tools. - Participation in our global recognition program and employee engagement surveys to shape our culture. At Finastra, we celebrate diversity and foster an inclusive environment where every individual is valued for their unique contributions. Join us and help make a difference!,

Genpact is a global professional services and solutions firm with a workforce of over 125,000 people across 30+ countries. We are driven by curiosity, entrepreneurial agility, and a commitment to creating lasting value for our clients. Our purpose is the relentless pursuit of a world that works better for people, and we serve leading enterprises, including the Fortune Global 500, with deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the position of Assistant Vice President in Capital Markets. This role requires senior executives with a proven track record in running and transforming global operations in Capital Markets, whether on the Buy Side or Sell Side. The ideal candidate should possess a strong understanding of Capital Markets Operations functions and processes, client relationship management, and leading global delivery for clients. Key responsibilities of the role include being a thought leader and solution expert, leading large-scale operations and transformations, driving solution development and delivery excellence, focusing on customer and employee satisfaction, originating and supporting business requirements at the C and EVP / SVP levels, growing client relationships, and leading the delivery of clients" strategic goals. Qualifications we seek in you include relevant years of experience in leading global operations teams or driving strategic large-scale transformation programs in either Buy-Side, Sell-Side, or both. You should have a comprehensive understanding of key operational functions in Capital Markets and working knowledge of leading technology platforms supporting front/middle/back-office operations. Experience in consulting, sales, enterprise architecture, digital advisory, or technology delivery is preferred, along with expertise in SDLC, agile/waterfall methodologies, and business development. Preferred qualifications also include industry prominence, contributions to thought leadership, proficiency in Microsoft suite tools, experience in providing best practices and framework for global operations at CXO level clients, and hands-on experience in leading enterprise-wide digital and operating model transformation programs. Additionally, you should have the ability to influence peers and stakeholders, operate successfully in a collaborative structure, and embody Genpact's culture tenets of Curiosity, Incisiveness, Courageousness, and Integrity. This is a full-time position based in India, specifically in Bangalore. The educational requirement is a Bachelor's degree or equivalent, and a postgraduate or MBA degree is preferred. If you are a dynamic professional with a passion for driving innovation and excellence in Capital Markets operations, we invite you to apply for this role. Job Category: Full Time Primary Location: India-Bangalore Education Level: Bachelor's / Graduation / Equivalent Job Posting: Apr 7, 2025, 8:04:04 AM Unposting Date: May 7, 2025, 1:29:00 PM Master Skills: Operations,

NTT DATA Services is a prominent global services company and a part of the NTT Group, a Fortune 29 telecommunications and services company headquartered in Japan. With a workforce of 60,000 professionals spread across 36 countries, we strive to assist clients worldwide in adapting to market dynamics swiftly, reducing costs with minimized risks, and enhancing productivity to foster growth. Over the past three decades, our Business Process Outsourcing (BPO) team has been instrumental in implementing transformative processes and technologies for clients of varying sizes. Our comprehensive administrative services aid in streamlining operations, boosting productivity, and fortifying cash flow, thereby ensuring our customers remain competitive and enhance member satisfaction. The opportunity at hand involves joining a leading global provider of asset and wealth management solutions. This client offers investment processing, investment management, and investment operations solutions tailored for corporations, financial institutions, financial advisors, and ultra-high net-worth families. We are currently seeking a Private Equity Analyst to be a part of our team based in Gurgaon. Your responsibilities will include booking journal entries based on bank statements and client information, preparing bank reconciliations, and maintaining financial logs. Additionally, you will be responsible for generating a monthly financial reporting package for Hedge Funds, determining "Net Asset Value," preparing the Statement of Asset and Liabilities, and Profit and Loss Statement. Ensuring adherence to accounting standards, accurately processing capital activities, deriving pricing for portfolio investments, and managing cash flow and cash movements are also key aspects of the role. In addition to the day-to-day tasks, you will be expected to lead a team of professionals, manage personnel duties such as performance evaluations and disciplinary actions, identify process improvements, and recommend enhancements in systems, services, and processes. Building and maintaining relationships with clients, managing the Risk and Control agenda, and working closely with senior management to identify opportunities for cost savings and optimization are also integral parts of the position. Desired qualities include a drive to expand knowledge in the financial services industry, meticulous attention to detail, a university degree or equivalent in Finance/Accounting, at least 4 years of experience in the financial services industry, proficiency in MS-Excel, and the ability to lead a team effectively. Regular shifts from Monday to Friday (starting after 5 pm) are expected. If you possess the necessary skills and experience and are eager to contribute to a dynamic and global team, we encourage you to apply for this exciting opportunity.,

A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions, and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data-driven insights, we help our clients move in the right direction ensuring maximum value for their company. Our team assists organisations with both buy side and sell side due diligence. As part of our team, you'll help us provide both corporate and financial buyers with peace of mind by analyzing and validating all the financial, commercial, operational, and strategic assumptions being made. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies, and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: - Develop new skills outside of your comfort zone. - Act to resolve issues that prevent the team from working effectively. - Coach others, recognize their strengths, and encourage them to take ownership of their personal development. - Analyze complex ideas or proposals and build a range of meaningful recommendations. - Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. - Address sub-standard work or work that does not meet the firm's/client's expectations. - Use data and insights to inform conclusions and support decision-making. - Develop a point of view on key global trends and how they impact clients. - Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. - Simplify complex messages, highlighting and summarizing key points. - Uphold the firm's code of ethics and business conduct. Primary Responsibilities Of The Role: Pre-Deal (IT Due Diligence): - IT Function Assessment - Support clients in developing key IT strategies for M&A engagements with a focus on IT due diligence across the IT function including IT applications and data, IT infrastructure, IT security, and IT organization (including IT vendors). - Propose recommendations for the target IT landscape, identify IT-related opportunities and risks, and formulate strategies to mitigate them. - IT Spend Analysis: Conduct IT spend analysis, including vendor contract reviews to uncover hidden transactional costs, and provide recommendations for cost efficiencies. - Subject Matter Expertise: Provide basic subject matter expertise across critical components of the IT landscape. Post-Deal (Integration/Separation): - Integration and Separation Planning: Provide support for IT integration and separation activities post-deal. This includes planning and readiness for program, integration, and transformation management offices, as well as Day 1/100 readiness planning. - Vendor Management: Assist in vendor evaluation and selection, bid formulation, and ongoing vendor management to ensure smooth integration or separation processes. - Digital and Technology Transformation: Advise on large-scale transformation engagements by identifying, designing, and implementing creative business and technology solutions. - Technology Implementation: Guide projects involving enterprise application integration and transformation across various components of the IT landscape, ensuring comprehensive solutions are delivered. Additional Requirements: - Critical problem-solving and troubleshooting skills with the ability to exercise mature judgment. - Ability to use tools outside of traditional methods such as MS Excel, PowerPoint, and enable smart working. - Framing issues and breaking them down into hypotheses to be solved. - Strong oral and written communication skills. - Core consulting skills including MS Visio, PowerPoint, Excel, Project, storyboarding, etc. - Improving internal processes and promoting knowledge sharing in the team. - Flexibility to travel if required.,

About KPMG INDIA KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment. Job Description: Lead Business Analyst Designation: Assistant Manager/Manager Years of Experience : 8-15 years Location: Bangalore (Must) Agreement on going to client office 4 days in a week. (Must) Notice Period : Immediate / 30 days to 45 days. Roles & Responsibilities: Lead Business Analyst Specialized in Non-Financial Regulatory Reporting who possess a strategic mindset, and thrive in a collaborative, results-driven environment. Experience in implementing and handing reg controls using 3 rd party systems such as Kaizen, Droit etc. Change Management experience with respect to remediation and implementation in Regulatory Reporting projects primarily in MIFID II (must), EMIR & SFTR within the banking or financial services industry. Strong understanding of Agile and Waterfall framework. Excellent communication, problem-solving, and stakeholder management skills. Preferred experience would be from any Global Bank/Big4 consulting. Good understanding of Financial Risk & Capital Markets concepts. Leadership and resource management skills. Qualification Required: Experience of 8-15 yrs in regulatory reporting. Good understanding of project lifecycle and experience in functional and technical specification analysis. Good understanding of recent regulatory changes and industry issues. Knowledge on FX, derivatives, equities, bonds, structured products. Highly analytical mindset, capable of modeling complex systems. Excellent communication skills, able to engage with end users and stakeholders at various levels. Knowledge of relevant regulatory frameworks and reporting standards. Good communication skills, analytical and presentation skills are mandatory for the above role. If interested, please send in your CVs to [HIDDEN TEXT]. Looking for selected candidates to join within 30 to 45 days or an immediate joiner. Equal employment opportunity information KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you Show more Show less

Our Hiring Philosophy: Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us. Fincity is a Real Estate Wealth/Investment Management (Fractional Ownership of Commercial Assets) and Residential Real Estate Sales & Marketing Platform. Responsibilities: Identify, Prospect, Advise, and Onboard Real Estate Developers for sourcing (i) Sales & Marketing mandates of Residential projects; (ii) Commercial Real Estate Investment Opportunities; (iii) Fund raising / Transaction advisory mandates. Develop relationships with new and existing clients in order to expand the business. Prepare presentation material for use in client meetings, information memorandums, pitch books, and investment teasers for presenting it to potential investors/buyers/partners/funding institutions. Understanding the real estate ecosystem to come up with holistic solutions for the key accounts. Negotiating, contracting, and handling partner agreements. Desired Skills: Minimum of 2 years of experience in Business Development, Capital Markets, Lead Generation, Client Management Real estate experience is a plus You are self-motivated to get things done and a Self-starter Show more Show less

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Your Team: The EMEA compliance team takes care of EMEA (UK, LUX, FRT, Ireland, Paris) domiciled accounts governed by UCITS guidelines. The team is responsible for compliance monitoring of prospectus rules, regulatory rules, and other manual tasks as required by the guidelines. Additionally, the team is involved in rule coding, rule testing, fund launches, and other reconciliation activities relevant for maintaining account/test details. Your Role: As an analyst, you will be responsible for addressing day-to-day compliance alerts/warnings in batch compliance related to trading strategies and the application of technology-related or manual controls created and applied during this process. Your responsibilities will include: - Monitoring investment guidelines of client portfolios and addressing violations in a timely manner - Identifying and analyzing investment restrictions to ensure compliance with various criteria - Onboarding new clients for investment compliance and reporting exceptions - Updating restricted securities lists and conducting various checks at holding and transaction levels - Conducting periodic and transactional testing to ensure compliance with regulatory requirements - Interacting with regional and global compliance teams for various compliance monitoring activities - Responding to queries and escalating when necessary - Assisting in Compliance-related projects and initiatives The Experience You Bring: You should have 2 to 4 years of work experience in investment compliance with an investment advisor or mutual fund group. A good understanding of capital markets, financial products, and the asset management industry is required. Full Time / Part Time: Full-time Worker Type: Employee Job Exempt: No Workplace Model: At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco: In Invesco, we act with integrity and do meaningful work to create an impact for our stakeholders. We believe in a diverse, inclusive, and supportive workplace where everyone feels equally valued. Our benefits include competitive compensation, flexible work options, extensive leave policies, insurance coverage, career development programs, mentoring opportunities, and much more. To Know More About Us: - About Invesco: https://www.invesco.com/corporate/en/home.html - About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html - About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html - About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers: https://careers.invesco.com/india/,

You will be a part of a dynamic team working for one of the largest multi-national banks (Client) with a global presence. The team specializes in the Supply Chain Finance domain and is known for providing industry-leading solutions to the Client. Your primary responsibility will involve enhancing the existing platform to meet the evolving business requirements in line with industry trends, both functionally and technically. The solution you will be working on is a global application that spans across 3 regions and over 20 countries, all supported by a single code base with multi-lingual capabilities. To excel in this role, you should have 5 - 8 years of experience in Capital Markets, with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar financial institutions. Additionally, you should possess at least 2 years of hands-on experience in custody firms, focusing on areas such as transaction processing, safekeeping, account opening, corporate actions, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. Strong communication, organizational, and analytical skills are essential for success in this role, along with the ability to work effectively in a team with a cross-locational presence. Desirable skills that would be beneficial for this position include certifications like CFA, GARP, PRM, PMI, IIBA, or ISTQB, as well as experience in the IT sector as a business or test analyst in custody domain-related projects. An understanding of AI/ML applications in custody operations would also be advantageous in this role.,

We are seeking a skilled Investment Banker professional to become a valuable part of our team. Your main role will involve converting leads into business opportunities, managing investor relationships effectively, and supporting financial communication strategies. You will play a crucial part in establishing and nurturing positive connections with high-net-worth individuals and institutional investors. Your responsibilities will include converting potential investor leads into business by fostering strong, trust-based relationships. You will be responsible for conveying financial performance, market trends, and business developments to investors, addressing investor inquiries, and maintaining regular communication to cultivate long-term relationships. Collaboration with internal teams to ensure the effective addressing of investor needs and the monitoring of investor feedback to report insights to the management team will also be part of your duties. Staying informed about industry trends, market dynamics, and the financial landscape will be essential to enhance investor relations. Qualifications for this role include a postgraduate degree in Finance, Business, Economics, or a related field, along with proven experience in investor relations, financial services, or a related industry. A strong grasp of financial statements, capital markets, and investment principles is required, as well as excellent communication and interpersonal skills to present complex financial information effectively. Your ability to convert leads into concrete business opportunities and your strong analytical and problem-solving skills will be assets in this position. Preferred skills for this role include experience in client engagement and lead generation, familiarity with investment instruments, market trends, and financial compliance. An understanding of share market trends, as well as prior experience in client communication and handling, will be beneficial. Preferred certificates for this role include: - NISM Series-XV: Research Analyst Certification - NISM Series XIX-C: Alternative Investment Fund Managers Certification - NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification,

We are seeking an experienced Investment Banker professional to become a valuable addition to our team. Your main task will be to convert potential leads into business opportunities, manage relationships with investors efficiently, and provide support for financial communication strategies. Your role will be crucial in establishing and nurturing positive connections with both high-net-worth individuals and institutional investors. Your responsibilities will include converting potential investor leads into successful business relationships by cultivating strong, trust-based connections. You will be responsible for conveying financial performance, market trends, and business updates to investors, as well as addressing investor inquiries and maintaining consistent communication to foster long-term relationships. Collaboration with internal teams to ensure the effective fulfillment of investor needs will also be part of your role. You will be expected to monitor investor feedback and provide insightful reports to the management team, while staying informed on industry trends, market dynamics, and the financial landscape to enhance investor relations. Qualifications: - Possession of a postgraduate degree in Finance, Business, Economics, or a related field. - Demonstrated experience in investor relations, financial services, or a related industry. - Profound understanding of financial statements, capital markets, and investment principles. - Strong communication and interpersonal skills, with the ability to effectively present complex financial information. - Capability to convert leads into tangible business opportunities. - Strong analytical and problem-solving skills. Preferred Skills: - Experience in client engagement and lead generation. - Familiarity with investment instruments, market trends, and financial compliance. - Good understanding of share market trends. - Previous experience in client communication and client handling. Preferred Certificates: - NISM Series-XV: Research Analyst Certification - NISM Series XIX-C: Alternative Investment Fund Managers Certification - NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification,

The Engineering Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. This position is for the lead role in Client Financials Improvements project. Selected candidate will be responsible for development and execution of project within ISG Data Platform group. The successful candidate will be working closely with the global team, to interface the business, translating business requirements into technical requirements and will have strong functional knowledge from banking and financial system. Lead the definition and ongoing management of target application architecture for Client Financials. Leverage internal and external leading practices and liaising with other Citi risk organizations to determine and maintain appropriate alignment, specifically with Citi Data Standards. Establish a governance process to oversee implementation activities and ensure ongoing alignment to the defined architecture. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 12-16 years experience in analyzing and defining risk management data structures Skills: - Strong working experience in Python & PySpark - Prior working experience in writing APIs / MicroServices development - Hands-on experience of writing SQL queries in multiple database environments and OS; Experience in validating end to end flow of data in an application. - Hands on experience in working with SQL and NoSQL databases. - Working experience with Airflow and other Orchestrator - Experience in Design and Architect of application - Assess the list of packaged applications and define the re-packaging approach - Understanding of Capital markets (risk management process), Loans / CRMS required - Knowledge of process automation and engineering will be plus. - Demonstrated influencing, facilitation and partnering skills - Track record of interfacing with and presenting results to senior management - Experience with all phases of Software Development Life Cycle - Strong stakeholder engagement skills - Organize and attend workshops to understand the current state of Client Financials - Proven aptitude for organizing and prioritizing work effectively (Must be able to meet deadlines) - Propose a solution and deployment approach to achieve the goals. Citi is an equal opportunity and affirmative action employer. Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.,

Line of Service Advisory Industry/Sector Not Applicable Specialism Risk Management Level Associate Job Description & Summary At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. Those in internal audit at PwC help build, optimise and deliver end-to-end internal audit services to clients in all industries. This includes IA function setup and transformation, co-sourcing, outsourcing and managed services, using AI and other risk technology and delivery models. IA capabilities are combined with other industry and technical expertise, in areas like cyber, forensics and compliance, to address the full spectrum of risks. This helps organisations to harness the power of IA to help the organisation protect value and navigate disruption, and obtain confidence to take risks to power growth. Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us. At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firms growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. " Job Description & Summary: Exciting Career Opportunity in Risk Consulting. Responsibilities Good understanding of capital market related products in fixed income, investment banking and/or global capital market products such as Derivatives (Listed Options, Futures, Rates, Credit, Equities and Structured Products), Bonds and Futures etc. Understanding of the trade lifecycle Attention to detail, good documentation and writing skills Team player with ability to work independently in a fast-paced environment and within a small team setting Strong analytical skills with ability to accurately and efficiently process information Mandatory Skill Sets Experience in Internal Audit with sector experience Global Banking domian Preferred Skill Sets Operational risk and/or compliance risk, management framework - RCSA, Controls Testing, Obligations/ Compliance Plan, Internal Loss, KRI management, risk reporting, Third party risk Capital Markets & Investment Banking processes and products - Equities, Fixed Income, Derivatives etc Retail Banking , Corporate Banking First Line of Defence control testing, Second Line control test Investment banking, institutional securities, treasury, trade life cycle, front office , institutional broking, capital markets, derivatives, fixed incomes. Years Of Experience Required 3+ years Education Qualification CA/MBA/Bcom Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Master of Business Administration, Bachelor of Commerce, Chartered Accountant Diploma Degrees/Field Of Study Preferred Certifications (if blank, certifications not specified) Required Skills Internal Auditing Optional Skills Business Banking Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship No Government Clearance Required No Job Posting End Date Show more Show less

Key Accountabilities and main responsibilities Strategic Focus You ll be working in the operations team supporting global markets. We are responsible for the correct and timely processing of transaction relating to transfer agency, registrations, static updation, employee share plans and settlement dealing. As a strong member of the team, you will work closely within the integrated value chain and our global / international interfaces. Knowledge of capital market products, equity, bonds, transfer agency is must. Participate as a positive member of the team and maintain good working relationships with colleagues, including cooperating with others to achieve the team s goals, providing support and assisting other teams across the business as required Learn, maintain and update process knowledge and KOP. Responding to clients through agreed mode as per deadline Maintain relevant systems/data bases Help with preparation of client response, presentations, reporting as per business requirements. Understanding compliance and adhere to all legislative, procedural, industry, financial and client specific procedures, where relevant, to minimise risk and escalate non-adherence as per the escalation matrix. Support and assist other team members as and when required Complete mandatory training by the required due date and participate in training relating to changes in procedures, company policy, values, cross skilling and updates to tools and systems used by the business Ensure that your individual targets and objectives are achieved Provide superior service, ensuring service and quality standards are met and to minimise re-work Living the values of the firm. Operational Management Highlight if there is any instance with counterparties for any adverse information, reputational risk issues, inappropriate practices, or behaviour on the part of the counterparty. Ensure escalation matrix is followed in any such events or issues identified. People Leadership Takes ownership of role, responsibilities and impact on the wider team Governance & Risk Maintain level of accuracy Complete assigned task as per provided SLA. Experience & Personal Attributes 0-2 years experience in Financial / Capital Markets, preferably in Transfer Agency operations with Basic Knowledge of Capital Markets / Financial Market product. A Bachelors or master s degree in business Or Finance or Banking related discipline from a reputed College/University. Demonstrated high level of initiative, motivation, and organisational skills Analytical and problem-solving skills Effective oral and written communication skills including negotiation skills, ability to liaise successfully with internal and external parties, and ability to work effectively in a team environment Flexibility - able to meet demanding deadlines and work long hours to meet those deadlines, as required Qualification in business/financial markets/law/securities industry desirable Accurately process, record, review, and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update / Amend Client s personal information, Performing Settlement and Reconciliation for the activity on the account. Adhere to procedural, regulatory & industry requirements Working knowledge of Microsoft Office programs (Outlook, Word, Excel, PP) Good communication skills both written and oral Excellent attention to detail right first time Good time management skills and the ability to work with support / guidance Demonstrates awareness of good customer service Ability to work as a team and under supervision. Demonstrates good teamwork ethic, showing willingness to assist peers and take on additional tasks Demonstrates willingness for self-improvement and professional development Ability to work to tight deadlines and follow process where necessary Ability to maintain a high degree of accuracy and attention to detail Numerate and literate

As a Risk Manager/Senior Risk Manager - Model Validation at DWS Group in Pune, India, you will be part of one of the world's leading asset managers with EUR 841bn of assets under management. DWS Group has a reputation for excellence in Germany, Europe, the Americas, and Asia, offering integrated investment solutions across major asset classes and aligning with growth trends. The Risk platform at DWS serves as an independent risk oversight function, with a focus on Model Risk to govern and control various models used within the Firm and associated risks. Your role will involve conducting model validations on DWS models, collaborating with Investment teams on model assumptions and limitations, participating in independent model reviews, reviewing ongoing model monitoring reports, and assisting in building benchmark models. You should have previous experience in quantitative risk management, model validation, or model development within the Investments, Consulting, or Banking industry, with expertise in validating or developing valuation or risk models across asset classes like FX, Rates, and Equities. Strong quantitative skills, a good understanding of valuation methods, capital markets, portfolio theory, and risk management are essential. Additionally, excellent verbal and written communication skills, along with a post-graduate degree in a quantitative field or relevant industry experience/professional qualification, are required. DWS Group offers a comprehensive benefits package, including a best-in-class leave policy, gender-neutral parental leaves, childcare assistance benefits, sponsorship for industry certifications, employee assistance programs, insurance coverage, and health screening. You will receive training and development support, coaching from experts in your team, and opportunities for continuous learning to aid in your career progression. At DWS Group, we strive for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration. We celebrate the successes of our people and promote a positive, fair, and inclusive work environment. Join us at Deutsche Bank Group and be part of a team that excels together every day. To learn more about DWS Group, please visit our company website at https://www.db.com/company/company.htm. We welcome applications from all individuals who share our values and ethos.,

As a Software Testing & Quality Assurance professional at Iris Software, you will have the opportunity to contribute your expertise in ensuring the quality and functionality of our applications. With 5-8 years of experience in Software Testing, you will play a crucial role in managing defects efficiently and implementing robust testing processes. Your responsibilities will include a deep understanding of Test Management and Defect Management processes, along with proficiency in both Automation and Manual testing. You will be expected to demonstrate expertise in various testing techniques and methodologies, ensuring the delivery of high-quality software solutions to our clients. Having a good grasp of the Defect Management Tool - Jira and experience with financial domain knowledge, particularly in Capital Markets, will be advantageous. Additionally, your knowledge of testing concepts such as regression testing, functional testing, mobile web testing, system testing, and Agile Development will be essential for success in this role. Mandatory competencies for this position include strong communication skills, expertise in QA Automation using Selenium, as well as proficiency in Database Testing with SQL. Your role will involve collaborating with cross-functional teams, creating test cases, executing tests, and reporting findings with risks and dependencies. At Iris Software, we believe in investing in our employees and fostering a culture where everyone feels valued and empowered to excel. As part of our team, you will have access to world-class benefits that support your financial, health, and well-being needs, enabling a harmonious balance between personal and professional growth. Join us at Iris Software and be a part of an organization that prioritizes employee success and happiness.,

You have a great opportunity to join our team as a Test Lead in Chennai. With 7+ years of experience, including at least 5 years as a Test Lead for a complex program, you will play a crucial role in ensuring the quality assurance of our Cloud-based systems. Your expertise in DevOps processes, ETL testing, and SQL will be essential for success in this role. In addition to your technical skills, your strong background in Capital Markets, particularly in the Risk Area (Market, Credit, and Operational Risks), will be highly valuable. Your ability to communicate effectively and manage stakeholders will be key to driving successful outcomes in this dynamic environment. If you are looking to make a significant impact and contribute to cutting-edge projects, this role is perfect for you. Apply now and be part of our innovative team!,

You are an experienced Test Data Management Work Stream Lead with 6 to 12 years of experience in the Capital Markets domain. In this role, you will provide overall direction and leadership for the Test Data Management work stream while also engaging in hands-on test data management activities. Your responsibilities will include developing and delivering a test data management strategy, process, and approach. You will assess and implement test data management tools, as well as collaborate with project teams to identify test data requirements based on a structured test data management process. Additionally, you will be provisioning data for multiple teams across various environments using automated tools. Your expertise will encompass advanced knowledge of Test Data Management services and the necessary tools to support activities such as data refresh, data masking/obfuscation, data sub-setting, and test data automation. This role is based in Chennai and requires a proactive individual who can effectively lead the Test Data Management work stream and drive successful outcomes in a dynamic Capital Markets environment.,

As a Team Leader in Collateral Operations at J.P. Morgan, you will play a crucial role in Portfolio Reconciliation, Regulatory adherence, cross LOBs metrics, and projects to ensure operational excellence and compliance with regulations. Your responsibilities will include leading efforts in Portfolio Reconciliation and Collateral Dispute Management, running MTM Breaks, focusing on resolving upstream issues, collaborating with various internal teams, and driving strategic automation projects. You will be expected to perform regulatory compliance tasks related to CFTC, EMIR, NCMR, and conduct UAT testing. Your role will involve interacting with Middle Offices, Credit risk, VCG, etc., to address breaks and ensure smooth operations. Additionally, you will be responsible for building a culture of continuous improvement and supporting business operations across Back Office, Middle offices, and Global teams. To excel in this role, you should hold a Graduate or Post-Graduate degree with at least 4 years of experience in operations, particularly in Capital Markets & OTC Derivatives within Investment Banking. Your ability to drive results through a hands-on approach, coupled with excellent communication skills to engage with stakeholders at all levels, will be essential. Proficiency in MS Office applications and the flexibility to work in a dynamic environment with tight deadlines is crucial. Preferred qualifications include knowledge of CFTC, EMIR, NCMR regulations, experience in OTC Confirmations, Collateral Management, and Reconciliation platforms. If you are a proactive and detail-oriented individual with a passion for operational efficiency and regulatory compliance, this role offers a challenging yet rewarding opportunity to contribute to the success of the organization.,

At Moody's, you have the opportunity to join a team of bright minds who are dedicated to transforming today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone is encouraged to express their true selves, share innovative ideas, actively listen to both colleagues and customers, and engage in meaningful conversations. If you are enthusiastic about this role but don't meet every requirement listed, we still encourage you to apply. We are looking for individuals who embody our values: investing in relationships, approaching situations with curiosity, embracing diverse perspectives, translating feedback into action, and maintaining trust through integrity. **Skills and Competencies:** - Strong grasp of fundamental finance principles and financial statements. - Knowledge of capital markets. - Exceptional organizational skills and keen attention to detail. - Ability to collaborate effectively within a team. - Proficiency in the technical and operational aspects of assigned tasks. - Advanced Microsoft Office skills, particularly in Excel, with fluency in English for written and verbal communication. - Minimum of 2 years of relevant experience in credit/financial data analysis. - Previous experience in fundamental finance, accounting, or financial statement analysis is advantageous. **Education:** - Bachelor's or master's degree in Engineering, Finance, Economics, or Business/Accounting. **Responsibilities:** - Conduct analysis to support ratings, research, and analytical projects. - Independently handle complex deliverables such as loss given default calculations, speculative grade liquidity assessment, or basic credit estimations. - Apply Moody's Investors Service standards to create valuable inputs for the rating and research process, including adjusted data, key indicators, ratios, and visual representations. - Perform intricate data intake tasks, ensuring accuracy and validity for research and ratings purposes. - Review and comprehend financial reports, official statements, and other issuer-related documents. - Collaborate with analysts and accounting experts to interpret accounting principles for specific entities. - Work closely with ratings and support analysts to fulfill data requirements for ratings and research. - Lead initiatives for projects or process enhancements. - Review the work of junior team members for straightforward tasks. **About the Team:** Our Fundamental Rating Group team is responsible for delivering various data, analytical, and research services that contribute to credit analysis. Joining our team means engaging in exciting projects to enhance Moody's digital presence and elevate customer engagement. Candidates at Moody's Corporation may need to disclose securities holdings as per the Securities Trading Policy and job requirements. Compliance with the Policy, including necessary adjustments to holdings, is mandatory for employment. Kindly refer to the STP Quick Reference guide on ComplianceNet for more information on the Securities Trading Program. Please note that STP categories are determined by hiring teams and may change during an employee's tenure at Moody's.,

???? Job Title: PCG Relationship Manager ???? Company: Bajaj Financial Securities Limited About Us: Bajaj Financial Securities Ltd. (BFSL), a fully owned subsidiary of Bajaj Finance Ltd., offers a wide suite of capital market solutions. From Equities, Mutual Funds, and Bonds to Insurance and Loans - we serve Corporates, HNWIs, and affluent families with personalized financial services. ???? What You&aposll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clients updated on market movements and adjust portfolios to align with their financial goals. Sales & Advisory: Promote a range of financial products like Mutual Funds, Equity Advisory, AIFs, PMS, Structured Products, FDs, and LAS to drive revenue and profitability. MTF Book Expansion: Grow the Margin Trading Facility (MTF) portfolio consistently - month after month. Account Activation: Ensure smooth activation of client trading accounts. Guide new investors through market dynamics to build long-term engagement. Client Monitoring & Engagement: Keep an eye on daily client activities, resolve queries within defined TATs, and conduct regular review meetings to deepen relationships. Compliance First: Follow all compliance and risk management protocols. Maintain a spotless record with zero tolerance for errors. Idea Sharing: Actively communicate market insights and investment recommendations to help clients make informed decisions. ? What Were Looking For: Qualifications & Experience: 5+ years in the Broking/Wealth Management space, with at least 2 years focused on managing UHNI/PCG clients. Strong existing relationships in the wealth segment. Certified with NISM and other relevant regulatory credentials. MBA preferred; CA or CFA is a plus. Key Skills: Strong grasp of capital markets and financial products. Excellent communication and presentation skills. Great people skills with a client-first mindset. Energetic, self-driven, and target-oriented. This is a high-impact role designed for seasoned professionals ready to level up in wealth management and make a tangible difference in clients financial journeys Show more Show less