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1.0 - 6.0 years
3 - 4 Lacs
Kolkata, Mumbai, Vijayawada
Work from Office
Advising Clients for Commodities and Currency products.Punching orders on behalf of clients after their consent.Generating Brokerage.Passing on research calls and engaging clients to trade.Activating clients for Commodities. Required Candidate profile Handling clients PortfolioCross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking. Morning Shift- 8.30-5.30pm
Posted 1 month ago
0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
Job Description of Technical Analyst Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Build and improve predictive models for better recommendations Provide strategic market and stock specific advice to teams and clients based on analysis. Implement new investment strategies, which could help giving recommendations and advice to the clients Help prepare initial reports , stock research reports and presentations for internal analysis and review. Required qualifications, capabilities, and skills Minimum Bachelors degree is required. Minimum 1-2 years of experience is required. Proficiency in technical analysis tools and software will be an added advantage. Certified training courses done will be preferred. Strong analytical and problem-solving abilities to interpret market data
Posted 1 month ago
2.0 - 5.0 years
7 - 12 Lacs
Mumbai
Work from Office
Corporate Title: Associate Role Description 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 ranging: the 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 always receives the best possible service. 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 Overview: 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. Your key responsibilities Supporting the Corporate Trust EMEA 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 service 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.
Posted 2 months ago
5.0 - 8.0 years
5 - 9 Lacs
Mumbai
Work from Office
Overview: Deutsche Banks Corporate Bank (CB) a market leader incash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutionsacross 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 ranging: the 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. Your key responsibilities Supporting the Corporate Trust EMEA 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
Posted 2 months ago
5.0 - 10.0 years
25 - 30 Lacs
Bengaluru
Work from Office
Role CFO (Chief Financial Officer) Reporting Manager Co Founder Work Arrangement (Onsite/Hybrid/Remote)Work from Office Location (City, Country)Bangalore, India Years of Work Experience (Approx.) 10+ years About the Company : - The Company is at the forefront of financial innovation with its cutting-edge fintech app and web platform tailored for traders. Leveraging AI and data science, the platform integrates a suite of professional-grade trading tools into a single, user-friendly interface. - This empowers both experienced traders and newcomers to make informed decisions and execute profitable trades. The team comprises seasoned leaders with a proven track record of scaling tech businesses, drawing from diverse sectors such as gaming, e-commerce, consultancy, and hyper-local services. With a foundation in rigorous research and innovation from prestigious institutions like IITs and IIMs, the Company is committed to excellence in every facet of its platform. Roles & Responsibilities Financial Strategy & Planning - Develop and execute financial strategies to drive business growth. - Oversee budgeting, forecasting, and financial planning processes. - Support strategic initiatives with financial insights and analysis. - Regulatory Compliance & Governance - Ensure compliance with SEBI, NSE, and BSE regulations. - Maintain strong relationships with regulatory bodies - Stay updated on changes in financial and brokerage regulations. - Financial Operations & Reporting - Manage day-to-day financial activities, including cash flow and liquidity management. - Oversee financial reporting and ensure accuracy in financial statements. - Implement strong internal controls and risk management frameworks. - Leadership & Team Management - Lead and mentor the finance team to ensure operational efficiency. - Foster a high-performance culture and drive financial best practices. - Collaborate with leadership to align financial goals with business strategy. - Audit & Risk Management - Implement and monitor internal controls to prevent financial risks. - Coordinate audits and ensure timely financial reporting. - Identify financial risks and develop mitigation strategies. - Stakeholder & Investor Relations - Manage relationships with investors, financial institutions, and key stakeholders. - Present financial reports and strategies to the board and executive team. Qualifications - CA (Chartered Accountant) preferred or CFA/MBA in Finance. - Prior experience in top Indian retail broking firms. - Strong understanding of SEBI, NSE, and BSE regulations and compliance requirements. - Proficiency in financial software, and data-driven decision-making. - Bangalore-based candidates preferred or individuals with a strong willingness to relocate. Apply Save Save Pro Insights
Posted 2 months ago
3.0 - 8.0 years
20 - 35 Lacs
Hyderabad, Bangalore/ Bengaluru, Mumbai (All Areas)
Work from Office
Job Title: Dubai | Murex MxML - Software Developer / Consultant - BFSI Forex Domain Job Location: Multiple Dubai - UAE UAE work visa will be sponsored by our client Monthly Salary: USA Dollars = $4000 - $5000 [ Depending on Experience ] , Full Tax free Salary Project Duration: 2 Years Experience Level Needed: 3 - 10 years You should have solid 3 or more Years experience in Murex related development / maintenance projects You: 1. Must be MLC expert ( Murex Limits and Control ) 2. Expert in murex MXML integration and murex work flow integrations 3. Expert in design workflows (contracts, events, deliverables) 4. Must be expert in Murex BO and MxML 5. Domain knowledge in Forex / Banking domain Skills: ==== Murex MxML Java Qualification: B.Tech / M.Tech / MCA / M.Sc or equivalent Nice to have: - Any onsite experience is advantageous but not mandatory Business Verticals: --------------------- - Capital Markets - Forex - Banking and Financial Services No.of positions: 02 email: spectrumconsulting1985@gmail.com Job Ref code: DXB_MUREX_0525 If you are interested, please email your cv as ATTACHMENT with job ref. code [ DXB_MUREX_0525 ] as subject
Posted 2 months ago
0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
Job Description of Equity Advisor Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelor’s degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales
Posted 2 months ago
3.0 - 8.0 years
20 - 35 Lacs
Hyderabad, Bangalore/ Bengaluru, Mumbai (All Areas)
Work from Office
%%%%%%%%%%%%%%%%%%%%%% Please Note: Murex - User / Users / Bank Staff - those who are watching / users of Murex screen(s) = please do NOT apply, thanks. === Please apply -- if and only if, you have Murex Software Development / Maintenance Projects / Prod Support experience. You can share your CV to WhatsApp: +1 (617) 642 6951 email: spectrumconsulting1997@gmail.com %%%%%%%%%%%%%%%%%%%%%% Job Title: Dubai | Murex MxML - Software Developer / Consultant - BFSI Forex Domain Job Location: Multiple Dubai - UAE UAE work visa will be sponsored by our client Monthly Salary: USA Dollars = $4000 - $5000 [ Depending on Experience ] , Full Tax free Salary Project Duration: 2 Years Experience Level Needed: 3 - 10 years You should have solid 3 or more Years experience in Murex related development / maintenance projects You: 1. Must be MLC expert ( Murex Limits and Control ) 2. Expert in murex MXML integration and murex work flow integrations 3. Expert in design workflows (contracts, events, deliverables) 4. Must be expert in Murex BO and MxML 5. Domain knowledge in Forex / Banking domain Skills: ==== Murex MxML Java Qualification: B.Tech / M.Tech / MCA / M.Sc or equivalent Nice to have: - Any onsite experience is advantageous but not mandatory Business Verticals: --------------------- - Capital Markets - Forex - Banking and Financial Services No.of positions: 02 email: spectrumconsulting1997@gmail.com WhatsApp : +1 (617) 642 6951 Job Ref code: DXB_MUREX_0525 If you are interested, please email your cv as ATTACHMENT with job ref. code [ DXB_MUREX_0525 ] as subject
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
Nagercoil, Kanyakumari
Work from Office
Roles and Responsibilities Provide expert advice on equity markets, including NISM certification (Series VIII) and derivatives trading. Assist clients in making informed investment decisions by analyzing market trends and providing insights. Manage client portfolios, ensuring optimal returns through effective brokerage services. Develop strong relationships with clients to understand their financial goals and objectives. Stay up-to-date with regulatory changes and industry developments to maintain compliance. Desired Candidate Profile 1-6 years of experience in Equity Advisory, Equity Broking, Equity Trading, Derivatives Trading, or related fields. Strong understanding of the stock market, including NSE rules and regulations. Excellent communication skills for building rapport with clients and colleagues alike. Ability to work independently as well as part of a team environment.
Posted 2 months ago
1 - 5 years
1 - 2 Lacs
Ranchi
Work from Office
Roles and Responsibilities Handle customer queries related to stock market, demat, equity sales, mutual funds sales, cross selling, and financial products. Provide expert advice on share market trends and investment opportunities to clients. Process transactions for online trading and offline brokerage services. Meet sales targets by acquiring new customers and increasing revenue through upselling and cross-selling. Maintain accurate records of client interactions and transactions.
Posted 2 months ago
2 - 6 years
9 - 13 Lacs
Mumbai
Work from Office
About The Role : Job title:TAS Client Service Specialist Corporate titleAnalyst 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. OverviewBusinessTrust 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. OverviewTeam: 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 we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above 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 You will have some, but not necessarily all of the following: 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 we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs
Posted 2 months ago
4 - 9 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 with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 2 months ago
3 - 7 years
1 - 6 Lacs
Gandhinagar, Delhi / NCR
Work from Office
Hello Job seekers! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader or Delta Trader, apply now! No. of Position: 35 Job Location: Gif City, Gandhinagar Role: Derivative Trader Experience: 3-7 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: The one who has minimum 3 Years of experience in Equity Derivative trading A person who has experience of working on different strategies like Butterfly, Calendar, Strangle, Iron Fly, Delta strategy to name few. A person who has following skills like: Proficient in Ms. Excel Analytical & Numeracy Skills Research Skills Ability to Focus High on Integrity, Flexible & Adaptable Self-Motivated & Result Oriented Risk Management Skills Ability to take calculated risk & confident to perform trading activities. Pro-active decision making under pressure. If you are interested, please apply directly on abhishek.bhatt@junomoneta.in Thanks & Regards, Team Human Resource
Posted 2 months ago
4 - 9 years
5 - 14 Lacs
Chennai
Work from Office
Experience: 5+ Years into Trading or Risk management Location: Chennai(WFO) Notice Period: Max 30 Days Email Id: vsyogaraj@tradu.com Skill: Support to the Market Surveillance department and Risk Management department. Main Responsibilities (include but not limited to): Prepare daily Risk Management reports Investigate trade execution anomalies Investigate potential market abuse cases and reporting of the undertaken reviews Communicate with other departments in order to conduct relevant research to appropriately address/escalate potential issues Prepare management information regarding case reviews Assist in the development and calibration of surveillance tools and algorithms Assist in the creation and maintenance of requirement documentation Financial markets research related to current news and events Perform other assignments and tasks as assigned by Management Requirements : 2+ Years of experience into Market Surveillance Analyst. Bachelors degree or higher Interest in trading with financial instruments and understanding of financial markets as well as good analytical logic regarding clients' trading behavior Strong interest in macroeconomic events and their impact on markets Basic understanding of statistics (e.g., hypothesis testing, regressions, random variables, inference) Microsoft Word and Excel skills, including lookups and pivot tables Interest in learning program languages, such as Python, R and SQL Excellent written and spoken English skills
Posted 2 months ago
2 - 7 years
3 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Roles and Responsibilities Conduct technical research on stocks, derivatives, and indices to identify trends and patterns. Develop and maintain a deep understanding of the derivative market, including options trading strategies. Provide expert analysis on NIFTY and other major indices to clients through reports, presentations, and webinars. Collaborate with cross-functional teams to develop new products and services related to stock broking, online trading, equity trading, and share trading. Stay up-to-date with industry developments and regulatory changes affecting the stock market. Desired Candidate Profile 2-7 years of experience in technical research or analysis in the financial markets. Strong knowledge of Derivatives Trading, Stock Market Analysis, Stock Trading, Share Trading, Online Trading, Equity Trading, Technical Analysis, Research Analysis, Technical Research & Stock Analysis. Regards, HR Recruiter Parul Dhingra Official Calling no.-8802306203 Official email id-response1.hiringcjs@gmail.com
Posted 2 months ago
- 1 years
0 - 3 Lacs
Vadodara
Work from Office
About us: befree is a leading provider of accounting and finance outsourcing solutions across the globe. For nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands of accountants and finance professionals worldwide. We combine our deep industry knowledge with technology and automation to co-create innovative and customized yet scalable outsourcing and automation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making our offices and systems on par with international best practices for information security management. Visit our website to learn more about our amazing culture and employees: https://befreeltd.com/ Roles and Responsibilities: Paraplanning Australia The Paraplanners role may be broken down into four key parts: A. Preparing and maintaining the client files software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecast Compile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discuss with planner. B. Understanding and analysing the recommendations Identify areas for planning Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs Prepare information/comparisons for analysis. Complete current and future net worth and cash flow projection as per the recommendation. Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies D. Review : Organise future planning meetings with client as per the review period. Complete review packs in preparation for client meeting. Review investment portfolio, asset allocation, risk profile etc. Key Skills: Excellent Verbal and Written Communication Skills Strong Financial and Analytical skills Knowledge of MSExcel, MSWord Qualifications and Experience: MBA Finance/US-CMA graduates /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM Job Location, Work Timings: 7:30AM To 4:30PM Work Location: Vadodara (1st, 3rd, 5th Saturday off)
Posted 2 months ago
3 - 7 years
1 - 5 Lacs
Jaipur
Work from Office
Hello Job seekers! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader or Delta Trader, apply now! No. of Position: 5 Job Location: Jaipur Rajasthan Role: Derivative Trader Experience: 3-7 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: The one who has minimum 3 Years of experience in Equity Derivative trading A person who has experience of working on different strategies like Calendar, Strangle, Iron Fly, Delta strategy to name few. Key Responsibilities: Develop and execute Butterfly, Iron Fly, Iron Condor, Calendar Spread strategies in index options (Nifty, Bank Nifty, etc.). Analyze market trends, volatility, and price movements to optimize trades. Manage risk and hedge positions effectively. Monitor open positions and adjust strategies as required. Collaborate with research and analytics teams to enhance trading strategies. Maintain trading records and performance reports. If you are interested, please apply directly on priyanka.yadav@junomoneta.in Thanks & Regards, Human Resource
Posted 2 months ago
1 - 3 years
2 - 3 Lacs
Mumbai
Work from Office
Role & responsibilities - To execute trades as instructed with agility and precision. - To be able to maintain excel records of all trades. - Punctuality and ability to respond fast when in work pressure. Preferred candidate profile - Basic Microsoft Excel and Word. - Basic understanding of Equities, Futures and Options. - NISM Series 8 is a must. - Any experience with a trading terminal (XTS, Odin, Greeksoft) shall be preferred. - Good communication (language is not important but should understand basic English terms). Perks and benefits - All national holidays and Saturday & Sunday off. - Working hours (8:45 am to 5 pm)
Posted 2 months ago
- 5 years
2 - 7 Lacs
Kolkata
Work from Office
Responsibilities: Manage portfolio, lead team, trade shares & provide equity advice. Drive sales & marketing strategies, oversee business dev., excel at PM services. Good in sales and marketing Good in aquisition and portfolio management Travel allowance House rent allowance Health insurance Sales incentives Joining bonus Referral bonus Gratuity Provident fund Accessible workspace Maternity benefits in mediclaim policy
Posted 2 months ago
- 5 years
10 - 20 Lacs
Mumbai
Work from Office
Main Purpose: The Deals Desk in Trafigura is a front office team providing market and risk analysis globally on a real time basis. Our primary responsibilities revolve around monitoring all elements of the risk and exposure related to our commercial activity and report it directly to the board on a daily basis. Being seated in the middle of a trade floor, we serve in a support role for traders spanning across virtually every market. Commercially, we add value by providing traders with risk assessments and analysis which highlight their exposure, optionality and PnL. These reports are essential to help them make the right commercial decisions and optimize the opportunities their portfolios generate, all the while providing deals desk employees with an unprecedented front office learning experience in the world of trading. To fully master the role takes years of training as it requires an in-depth knowledge of every element of physical and derivative trading, as well as being able to interpret the impact of operational, financial and political changes on the underlying position and profit. Whilst all responsibilities and accountabilities of the role remain based upon the core principles of risk management, the factors that drive them change on an hour by hour, day by day basis as the company discovers new and innovative ways to generate a wide and truly diversified portfolio Knowledge, Skills and Abilities Ability to independently justify the economics applied to each trading strategy. Apply forward curve on daily basis for physical and derivative markets to current position and to explain the impact on the trading PnL. Produce daily commentary for board of directors / traders to explain the change in the trading profit and loss due to market changes/change in estimated / actual economics for each deal. Analyse exposure and M2M profit and loss on physical/derivative portfolios. Allocate all physical and derivative transactions to correct trading strategy. Ensure all market price risk is captured and hedge actions executed. Assess implication of changes to future physical deliveries and report and discuss impact of hedge strategy. Creation and maintenance of ad-hoc reports to assist in any area of position reporting /structure /hedging ( data integrity / trade entry / irregular business structures ). Full responsibility for integrity of data in trading systems that is used to generate the above items Degree holder, preferably with at least 1-2yrs • MBA in Finance • Engineers Preferred • Meticulous and innovative • Market analysis skills • Proficient excel abilities • Familiar with using multiple systems • Strong organisational skills • Excellent communications • Ability to work in a fast paced high pressure environment Reporting Structure Manager at TGS Key Relationships Deals Management, Physical/Paper Traders, Operators, Finance Dept, Chartering Dept, Demurrage Dept, Deals Team
Posted 2 months ago
1 - 6 years
3 - 6 Lacs
Kolkata, Patna, Ranchi
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (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 2 months ago
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