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1.0 - 2.0 years
3 - 7 Lacs
Hyderabad
Work from Office
What is the Supervisor Operations responsible for? Fiduciary Operations continue to evolve into a more complex, data-driven function that supports our global service model. In this environment, the role of Supervisor requires increasing levels of accountability, subject matter expertise, and leadership to ensure productivity and service excellence. Subject Matter Expertise and Team Support: Serve as a reliable subject matter expert by assisting with day-to-day operational tasks and providing hands-on support, particularly when team members are unavailable. Proactive Execution and Accountability: Demonstrate initiative by meeting deadlines, providing timely status updates, and following through on all assigned tasks and open items without prompting. Communication and Documentation: Improve written communication skills to clearly articulate issues such as operational breaks, errors, and system defects, along with their root causes, proposed solutions, and final resolutions. It is equally critical that the supervisor be able to ascertain when this level of work and detail is required. Managerial Alignment and Instruction Delivery: Ensure directives from Management are understood and accurately conveyed to the team, reinforcing clarity and consistency in execution. Operational Oversight and Approval Responsibilities: Approach all approval responsibilities with precision, recognizing the critical role this function plays in ensuring accuracy and minimizing errors. Policy Familiarity and Procedural Updates: Maintain thorough knowledge of Security Services team procedures, and ensure they are reviewed and updated regularly as needed. Team Coordination and Workload Prioritization: Take ownership in coordinating team activities, stepping in to manage workloads when priorities shift or capacity is constrained. Deadline Management: Uphold accountability for meeting deadlines independently, without requiring follow-up from Management. Technical Proficiency Excel: Strengthening Excel skills, which are essential for data analysis, reporting, and overall success within the Security Services functions. Cross-Functional Collaboration: Establish a collaborative and productive working relationship with all operational teams. People Leadership and Team Development: Demonstrate effective people leadership by setting a professional tone, modeling accountability, providing constructive feedback, and creating a supportive environment that motivates and engages the team. This includes addressing performance issues directly, recognizing team contributions, and facilitating continuous development. What are the ongoing responsibilities of the Supervisor Operations? Supervise the Securities Services Team (SST) staff: Monitor staff performance measurements and provide timely feedback to both staff and management. Ensure staff is effectively trained to execute their daily responsibilities. Create career progression plans for Sr. Analyst Create succession plans for Sr. Analyst Evaluating Performance appraisals Hire, terminate Mentor & train, as needed Oversee the SST functions: Maintain, recommend and implement efficient departmental processes and ensure departmental procedures are kept current and an effective control environment is maintained Ensure all daily work is completed timely, accurately and according to procedures Aged Fails should be resolved by finding different solutions; escalating to LOB or Custodian as needed. Ensure all management reporting is complete, timely and effective given any process or data changes. Participate in the Annual Risk review of the process Addressing Functional queries and should ensure timely resolution of issues while taking into consideration impact of issues and sites and escalate to Manager, as necessary. Should be point of escalation Adhere and ensure adherence to the Fiduciary clean desk and paper shredding policy Support Internal/External Audits Identify and implement process improvements Identify and communicate workflow and training deficiencies and develop resulting action plans, etc. Maintain a regular communication medium with business partners to discuss service levels and trends identified. Establish and maintain quality standards for external and internal verbal/written communication Assist in the management of projects assigned to the SST: Assist and provide input into project plan Participate an Leads Business projects Report any issue or problems proactively Back up Manager or Other supervisors within the department, as needed Maintain Business Continuity procedures and creating BCP site for all activity done in this location. What ideal qualifications, skills & experience would help someone to be successful? MBA (Finance) degree required with focus on accountancy/commerce 1-2 years experience as supervisor or above Overall working experience of 8+ years Background in finance desirable Experience in global trading & settlements functions (trade settlements, corporate actions, securities processing) Sound Knowledge of financial markets and various security types Excellent communication skills required both oral and written Heavy interaction with many US sites ability to communicate well in English Extensive use of MS Excel and PowerPoint Strong Organization and project management skills Strong knowledge of FX and securities markets Strong Securities service market knowledge and knowledge of OTC product. Strong transition management skills Ability to solve complex problems on a regular basis Must be able to make quick decisions and implement, while still being thorough Strong technical and analytical skills Document and implement controls of new processes. Conflict resolution skills Supervise a staff of individuals with varying levels of experience and backgrounds. Responsible for the training and development of assigned personnel. Recommend and implement changes/additions to group procedures to increase efficiency and/or accuracy. Ability to lead change strategies and hold staff accountable for action Ability to influence and negotiate within own department and across the organization Work Shift Timings - 6:30 PM 3:30 AM IST
Posted 3 days ago
5.0 - 8.0 years
7 - 17 Lacs
Pune, Chennai, Delhi / NCR
Work from Office
ABOUT IRIS SOFTWARE IRIS Software Inc is a CMMI ML 5 professional software services organization offering high-quality, cost-effective solutions to businesses. It has helped meeting the IT requirements of companies ranging from those among the Fortune 100 to medium-sized firms by utilizing best-of-breed technologies, rapidly deployable solutions and flexible engagement models. With offices in India, USA , Mexico and Canada, we employ 3000+ highly talented professionals and domain experts. We are strategic partners to over 25 Fortune 100 companies and our consistent striving for high customer satisfaction has translated into long-standing relationships and a preferred-partner status with many of our partners. Over 93% of the customers we have worked with have chosen to re-engage with us. IRIS is a quality and security conscious organization and has maintained steady progress in its quality management and information security management programs over the years. Namely Software Process Maturity: Certified to ISO 9001:2008 since 2002 | CMMI ML 5 | ISO 27001:2013 Visit us at www.irissoftware.com Please check the below current position in IRIS Software Senior Quality Engineer Mandatory skills – Domain – Capital market, OR Trading OR Investment Banking. Java, Selenium, API testing. Good Commands on the framework. Any Defect Management Tool (HP ALM, Jira, Putty, Win SCP) • Good financial domain knowledge, Capital Markets. • Experience in OMS (Order Management Systems) • Testing concepts like regression testing, functional testing, mobile web testing, system testing. • Understanding working in Agile Development. • Database Testing- SQL Trading (Trade life cycle , Fixed income , Derivatives , Trades , stocks, futures, bonds, options , swaps) Playwright Work Timing – 12:00 PM to 9:00 PM Location – Hybrid (Noida / Gurugram / Pune /Chennai ) Domain – Financial ( Banking )
Posted 4 days ago
2.0 - 4.0 years
3 - 6 Lacs
Greater Noida
Work from Office
Looking for a skilled Equity Dealer to join our team at Slashrtc Software Services Pvt Ltd. The ideal candidate will have 2-4 years of experience in the IT Services & Consulting industry. Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Conduct market research and analyze trends to identify new investment opportunities. Build and maintain relationships with clients and stakeholders to understand their needs. Provide exceptional customer service and support to clients. Collaborate with cross-functional teams to drive business growth. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong understanding of equity markets and trading principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in financial modeling and data analysis tools. Experience working with IT Services & Consulting firms is preferred.
Posted 4 days ago
1.0 - 4.0 years
5 - 9 Lacs
Mumbai
Work from Office
About The Role : Job TitleCorporate Trust - Debt & Agency, Analyst LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency and Depositary Receipts. Summary: The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, asset repackaging vehicles and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential Additional European language skills including German, Spanish, Italian, French and Russian would be beneficial but not essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you
Posted 4 days ago
2.0 - 5.0 years
9 - 14 Lacs
Mumbai
Work from Office
About The Role : Job Title TAS Client Service Analyst LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you
Posted 4 days ago
5.0 - 9.0 years
12 - 16 Lacs
Gurugram
Work from Office
About The Role tbdQualification tbd
Posted 4 days ago
5.0 - 9.0 years
12 - 16 Lacs
Pune
Work from Office
About The Role tbdQualification tbd
Posted 4 days ago
4.0 - 8.0 years
9 - 13 Lacs
Pune
Work from Office
About The Role tbdQualification tbd
Posted 4 days ago
4.0 - 8.0 years
9 - 13 Lacs
Bengaluru
Work from Office
About The Role tbdQualification tbd
Posted 4 days ago
4.0 - 9.0 years
5 - 10 Lacs
Nashik, Ahmedabad, Mumbai (All Areas)
Work from Office
The Equity Dealer is responsible for executing trades on behalf of clients via terminals, providing investment advice. The role involves client servicing, relationship management, and cross-selling mutual funds/PMS/IPOs.( NO Insurance ) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
3.0 - 8.0 years
5 - 11 Lacs
Thane, Mumbai (All Areas)
Work from Office
Job Title: QA Analyst / Senior QA Analyst Must have Skills: Trading Platform Specialist (Equity, Forex, Crypto) Location: Mumbai Experience Level: 3 to 8 Years Notice Period: Immediate Joiners only Overview Were hiring experienced Trading Platform Specialists to join our growing EMCoin team. In this key role, you'll bring domain-specific trading expertise to enhance our platform’s real-time capabilities across asset classes. If you have hands-on experience with equities, forex, crypto (plus CFDs or futures), and excel at translating that knowledge into rigorous QA practices, we want you! Key Responsibilities Partner with the EMCoin development team to analyze real-time trading flows and platform behaviour Design, implement, and test trading features and ticket scenarios for instruments like equity, FX, crypto, CFDs, and derivatives Diagnose and resolve complex, real-time trading issues with precision and speed Offer advisory support on optimal implementation of various order types Stay current with trading technology, market trends, and evolving regulations Produce and maintain clear technical documentation: execution flows, system specs, SOPs Participate in code reviews to ensure platform robustness Mentor junior QA & trading engineers, fostering knowledge transfer and team growth Required Skills & Experience 3+ years of hands-on experience with trading platforms—either product-facing or support roles Solid understanding of order types including Market, Limit, Stop, and Stop-Limit Domain expertise across asset classes: Equity : familiarity with exchanges, order books, market microstructure Forex : knowledge of currency pair trading, FX regulations, liquidity mechanisms Crypto : understanding of blockchain-based assets, exchange infrastructure, slippage risk CFDs / Futures (optional, but advantageous): leverage mechanics, margin handling, settlement processes Experience working with trading APIs, FIX protocol, or similar integrations Strong analytical mindset and exceptional attention to detail Effective communicator with excellent written, verbal, and interpersonal skills Comfortable working independently and collaboratively in a high-velocity environment Awareness of financial regulations and compliance best practices Why You’ll Love Working Here Shape next-gen trading features in real-time for cutting-edge asset classes Collaborate closely with developers, product owners, and finance experts Thrive in a startup-like atmosphere—fast-paced, autonomy, direct impact Elevate your career as a subject-matter expert in the field
Posted 1 week ago
1.0 - 6.0 years
3 - 8 Lacs
Gurugram
Work from Office
Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
1.0 - 6.0 years
3 - 8 Lacs
Chandigarh
Work from Office
Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
3.0 - 8.0 years
5 - 10 Lacs
Coimbatore
Work from Office
Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.
Posted 1 week ago
3.0 - 8.0 years
5 - 10 Lacs
Mangaluru
Work from Office
Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.
Posted 1 week ago
3.0 - 8.0 years
5 - 10 Lacs
Visakhapatnam
Work from Office
Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.
Posted 1 week ago
4.0 - 9.0 years
6 - 12 Lacs
Pune
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
4.0 - 9.0 years
6 - 12 Lacs
Mumbai
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
4.0 - 9.0 years
6 - 12 Lacs
Ahmedabad
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
2.0 - 7.0 years
3 - 8 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity Market and TPP 4. Good communication (Written and Verbal). Apply now on monikarathod@hdfcsec.com if you meet the above criteria and are ready to take your career to the next level!
Posted 1 week ago
0.0 - 4.0 years
0 - 0 Lacs
vijayawada, andhra pradesh
On-site
As an experienced professional with a minimum of 6 months of experience in the broking industry, you will play a crucial role in new client acquisition and advisory services in the Equity and Derivative market. Your primary responsibility will be to acquire new clients with a big ticket margin, ensuring a minimum of 1 Lac per client. Additionally, you will be advising clients on investment opportunities in the Equity and Derivative market to generate brokerage. You will also be expected to place orders on behalf of clients using terminal-based systems and promote online trading options such as mobile web and executable platforms to customers. Building strong and long-lasting relationships with clients, educating them on investment options, and cross-selling additional products and services will be essential aspects of your role. Meeting new client acquisition and brokerage targets will be a key performance indicator for you, along with reactivating dormant clients and ensuring adherence to surveillance risk and deal desk processes. Your skills in client acquisition, brokerage, advisory services, and knowledge of the equity and derivative market will be instrumental in achieving these objectives. Moreover, there are additional earning opportunities available for dealers, including a monthly dealer incentive scheme where you can earn up to 3 times your monthly CTC based on achievement slabs. You will also have the chance to earn incentives for monthly new client acquisitions and participate in contests to earn additional rewards. Furthermore, there is a structured career path for dealer cadre with opportunities for career progression, increments, and promotions twice a year upon overachievement of targets. Key Skills required for this role include proficiency in surveillance risk and deal desk processes, client acquisition strategies, brokerage services, and advisory skills in the Equity and Derivative market. Your ability to communicate effectively, build strong relationships with clients, and drive results will be critical in succeeding in this role.,
Posted 1 week ago
2.0 - 4.0 years
3 - 7 Lacs
Hyderabad
Work from Office
Equity Administrator Responsibilities Support day-to-day administration of the companys equity programs, including processing new equity awards, exercises, cancellations and repurchases Maintain data in BOL Merrill Lynch database to ensure accuracy of participant information Respond to employee inquiries regarding equity programs and education while providing excellent service to plan participants at all levels Collaborate with People Operations, Legal and Payroll teams on equity related items as needed Prepare reports for internal partners and respond to ad hoc data requests Assist with development and delivery of employee trainings and communications Requirements 2-4 years of relevant equity administration experience Experience with both Option and RSU/RSA programs Familiarity with U.S. federal and state taxation relating to equity compensation Familiarity with International tax law relating to equity programs Strong analytical, communication and organization skills Sensitivity to employee privacy laws such as GDPR and ability to maintain strict confidentiality Ability to interact with employees at all levels CEP Level I Completion (or in process of obtaining CEP Level I) Strong Excel skills
Posted 1 week ago
8.0 - 13.0 years
8 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job Position: Branch Manager Location: Chennai, Coimbatore, Bengaluru, Hyderabad Job Purpose: To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Acquiring new Large trader clients (direct) amidst competitive offerings Ensuring effective management and retention of customers. Regulator Challenges as regulator is going strict on funding, margins Effective operational & cost management through Branch Administration Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients. Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction. Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch. Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition.
Posted 2 weeks ago
0.0 - 4.0 years
2 - 6 Lacs
Mumbai
Work from Office
Job Summary: The Pre-Sales & Implementation Specialist works closely with the Enterprise Solutions Team to support all aspects of the sales engagement for NSE Cogencis enterprise feed and related solutions. This will include activities such as needs analysis calls (discovery calls), integration demonstrations, technical deep dives, follow-up calls, one-off demonstrations with the intent to educate, and work closely with the ES & Technology/Development Team to create the complete solution during the sales process. This individual will support the Enterprise Solution Sales Team on a PAN India basis and report to the Head of Account Management/Sales. As an integral part of the sales & account management team, the Specialist processes customer requirements to develop innovative end-to-end solutions. You will bring technical, content, and industry expertise to help achieve successful sales. This role will support the team through deep knowledge of customer workflows, financial markets, and technologies. You will collaborate with internal teams across NSE Cogencis to address specific customer requirements. Role Responsibilities: Managing technical discussions with customers and handling customer-specific technical and data requirements through discussions with customers, partners, and third parties. pre and post Ensuring clear documentation of customer workflow and requirements. Maintaining a deep understanding of APIs, as well as the broader context of microservices and API-driven architectures. post Presenting detailed technical solutions to the customer Coordinate with internal stakeholders. Works with the enterprise sales specialist to perform extensive needs analysis/discovery in preparation for product demonstrations.- pre Interacts with prospective customers to provide insight and build trusted relationships throughout the sales cycle. Assists the Enterprise Sales Specialist in preparation for RFP/RFI responses and development of formal proposals. Works with Partner Manager to evaluate and prototype potential third party technology integrations. pre and post Maintains and continually upgrades technical understanding of products. Ensures technical issues are resolved pre and post sales. - post sales Travels within assigned territory as required to support sales engagements, trade shows and other customer engagements. Qualifications: Technology Graduate preferred - Academic/Working knowledge of coding languages. Demonstrated ability to present technical concepts in clear manner to customers through Cogencis Information classification: Official demonstrations and proposals. Excellent communication skills, professional writing and editing skills are required Comfortable working and presenting in both remote and face-to-face settings
Posted 2 weeks ago
4.0 - 9.0 years
5 - 10 Lacs
Bhubaneswar, Kolkata, Mumbai
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing (terminal handling) with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 2 weeks ago
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