61 Debentures Jobs - Page 3

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirement Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., A MFI, NISM) will be an advantage

Manage End to End trade execution Via BSE NSE Exchange Strong Numerical skills required to structure pricing for Fixed Income products. Collaborate with internal and external stakeholders for smooth execution of operational deals. Identify and address operational challenges, process gaps, and glitches in Daily BAU. Be a single point of contact for all internal users of the YUBI Platform for products operational related queries or clarifications if any. Develop project roadmaps and schedules, taking full ownership and accountability on product feature deliverables. Closely work with Clients to adhere to SLAs and SOPto achieve organizational goals. Continuously enhance operational procedures within the system to align with the organizations scale and scope. Align with internal compliance and risk regulatory policies to achieve business process excellence. Conducting comprehensive training programs for new employees. Willing to travel frequently Base Location at Chennai only Required Skills Possess 2 to 7 years of relevant experience in Equity and Debt Market Operations /DP operations/Portfolio Management/ Experience in managing the DP /equity and Debt ( bonds /debentures) back-end operations of CAMS/AMC etc will be considered as relevant experience. Prior Broking Experience in the Equity Debt segment or Mutual fund sector is an added advantage. Proficient in Ms Office specifically in Excel / G sheet Mandatory skills. Excellent written and verbal communication. Gather feedback from diverse stakeholders and communicate requirements to the product team to carry out successful product development Launch. Demonstrate proficiency and enthusiasm by collaborating with business and org leaders to shape product roadmaps, design and implement plans, and execute them effectively.

The job purpose is to originate, structure, and execute a diverse range of debt capital market products, ensuring compliance and contributing to the overall success of the team and the organization. This involves working closely with clients, internal teams, and external partners to deliver high-quality results while managing risk effectively. Key Accountibilities : Origination and execution of Debt Capital Market products Pass Through Certificates, INR debentures, FCY bonds, FCCBs, private credit and other such products. Making pitch decks for client meetings Pitching to clients Regular market and pricing updates to clients Helping with documentation Working with third parties external counsels, trustees, other banks etc. Working with internal clients IBG / asset owners, internal legal & compliance, credit sales team etc. Structuring of PTCs, pool selection, liaison with credit, periodic stress testing, coordination with rating agencies etc. Negotiation with clients. Other activities Taking care of all internal and external compliances Coordination for team audit activities Be active part of team strategy building Manage special projects being awarded from time to time. Job Duties & Responsibilities : Develop and deliver compelling pitch decks for client presentations. Present to clients, explaining product offerings and negotiating deal terms. Provide regular market updates and pricing information to clients. Prepare and manage all necessary transaction documentation. Liaise with external parties (lawyers, trustees, other banks) to ensure smooth transaction execution. Collaborate with internal teams (IBG, asset owners, legal, compliance, credit sales) throughout the deal lifecycle. Structure and execute various debt capital market products (PTCs, INR debentures, FCY bonds, FCCBs, private credit). Perform due diligence and credit analysis on potential borrowers. Manage the selection of assets for PTC pools. Coordinate with rating agencies to obtain credit ratings for debt instruments. Perform periodic stress testing on PTC portfolios. Required Experience : 4 to 6 year of work experience in INR debt capital markets / securitsation, credit structuring, debt advisory etc. Prior experience in structuring and executing PTC transactions Experience in using excel sheet for asset portfolio stress testing using historical pool behaviour Basic understanding of debt finance, financial analysis, covenants etc. Basic understanding of bond mathematics is a must Good presentation and communication skills Good hold over MS power point / MS excel Education / Preferred Qualifications : 4 to 6 year of work experience Core Competencies : Leadership Customer Focus Performance & Results Orientation Innovation & Change Management Teamwork Professional Excellence Technical Expertise : Market Awareness Deal Structuring & Negotiation Problem-Solving & Analytical Skills Strategic Thinking Client Relationship Management

Role & responsibilities Canvassing and sourcing of New Customers to increase Gold loan Business, Revenue generations through Cross Selling products like Debentures, Insurance products, Tour products etc. Participate in different marketing activities Gold Appraisal Interest Collection Cash Management and accounting. Customer Relationship and Follow-up, Maintenance of important registers and daily reports

Hiring for Financial Role Skills - Customer service. Stock market, Share market Min 1 year of Exp Salary up to 6.5 LPA Loc - Gurgaon/Noida ( Walk-in Drive on 20th March ) Call n Ping- 9821726929(VED) Email - ved.imaginators@gmail.com

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Avdhut via WhatsApp 9822463775

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

Designation: Customer Relations Executive - Doorstep Loan Services Qualifications: Graduation in any field. Experience: 1+ years of experience, preferably in the gold loan or NBFC sector. Key Requirements: Prior experience in doorstep loan services is highly preferred, but not mandatory. Ability to travel and manage both in-branch responsibilities and fieldwork for doorstep services ( Two-wheeler is mandatory for this role) Attend to customer requests for doorstep gold loan services, which may include loan disbursement, gold evaluation, and customer verification at their premises. Branches: Hanamkonda Khammam Mancherial Warangal Dr. AS Rao Nagar