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4.0 - 8.0 years
6 - 10 Lacs
Pune, Greater Noida
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Senior Associate - Hedge Fund Accounting Bangalore/Pune / Kolkata India Shift Timings- Based on Business The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Asia/Europe/US regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 5 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to AVP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Responsible to review/prepare the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end. Providing support in Audits for funds in the preparation on financial statements. Complete audit reviews and ensure identified issues are documented and tracked to closure. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge Fund administration or related industry experience. M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. An ability to think critically and objectively. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/ DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
4.0 - 8.0 years
6 - 10 Lacs
Mumbai
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you JD DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
Hyderabad
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Key duties and responsibilities Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If any breaks are due to an erroneous or missing transaction in accounting system, then make necessary adjustments. Researching, following up and clearing outstanding items within deadlines Submitting information for adjusting entries via email to the processing departments Identifying missing and / or inaccurate information in vendor database Review and clearing daily / Monthly cash and positions and provide sign off to client. Ensuring that a companys financial balances match with the figures in its account ledgers Examining the companys accounting records, reviewing them with banking documentation, and reporting any discrepancies in the reports Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Independently price the Investment positions on a daily & monthly basis. Responsible for accruing/amortizing daily or monthly non-security related Fee accruals Review the PNL before delivering the report to client. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Reconciliation/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Client Service Managers and Clients. Ensure to get cross trained within process and transfer the Knowledge between the team. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge/Mutual Fund administration or related industry experience. Familiarity with Calypso/Paxus/ Enfusion will be an added advantage. An ability to think critically and objectively. Experience in Hedge Fund accounting, booking accruals, tying back P&L, Balance sheet will be an added advantage Experience with reconciliation and break resolution and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem-solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. Qualification and Experience: Graduate / Postgraduate in Commerce, MBA Finance, CA/CMA/CFA Minimum 2 years of Hedge/Mutual Fund reconciliation and break resolution experience. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
4.0 - 8.0 years
6 - 10 Lacs
Hyderabad
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
4.0 - 8.0 years
6 - 10 Lacs
Pune, Greater Noida
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
9.0 - 14.0 years
11 - 16 Lacs
Pune, Greater Noida
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Key duties and responsibilities Review and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting. Review Capital Call and distribution workings along with notices and release to respective investors. Manage end execute conversion of Private Equity Funds from other accounting applications to eFront. Develop various KPIs to be followed and ensure all necessary controls are put in place in the process. Manage work allocation among the team and ensure back up and BCP plans are in place. Identify and implement process improvement techniques to improve the process efficiency and team productivity. Managing the client relationships for the Funds and individually handle the deliverable requirements on daily/weekly/monthly/Quarterly basis. Liaising with Onshore team, clients and Auditors on various requirements and ensure all supports are provided to the auditors to get the financials approved on the agreed timeline. Liaising with multiple stake holders in the organization and ensure the tight deadlines are met. Onboard new PE/Hybrid Funds in the accounting platforms (Investran, Geneva and eFront). Onboard Investors in Investran and maintain contact details. Migrate Funds from different accounting platforms to Investran and Geneva. Develop customized reports in Investran to support the client requirements. Understand and complete adhoc requests from clients Skills Required Relevant Experience Minimum 9 years of experience preferably into PERE and Hybrid Funds Good experience working on Investran, eFront and Macro enabled workbooks. Experience in handling audit requirements and adhoc client requirements in Fund accounting. Good conceptual knowledge in accounting principles and financial statement preparation. Good Experience in handling the client relationships and should be good in written and oral communication. Worked on onboarding new clients and develop reporting templates for the clients instruments Good work experience in Bank debt and loan debt instruments with other Private equity Team Management Experience and problem solving skills Experience in Transition of PERE and Hybrid Funds from onshore locations. Experience working in Fund Accounting ,NAV Calculation & Financial Statement preparation of Private Equity/Real Estate/Hybrid Funds DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
5.0 - 8.0 years
5 - 15 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. _
Posted 1 week ago
5.0 - 9.0 years
8 - 12 Lacs
Mumbai, Vijayawada, Delhi / NCR
Work from Office
1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6) Stakeholder Engagement: Present product strategies to partners and stakeholders, outlining plans, potential risks, and opportunities. 7) Client Engagement: Regularly meet with clients to understand their interests and preferences. 9) Feedback and User Communication: Solicit and incorporate feedback from various user groups including Asst ASMs/ RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding product changes. 10) Market Intelligence: Analyze competition through market intelligence, refining strategies accordingly. 11) Data Reporting: Collect market data and prepare reports for the Marketing and Leadership teams. 12) Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer. Location - Delhi, Belgam, Vijaywada, Tiruchirappalli ,Raipur,Kolkata, Pune, Ahmedabad, Chandigarh, Varanasi,Chennai,Bengaluru,Hyderabad.
Posted 1 week ago
5.0 - 10.0 years
3 - 5 Lacs
Ahmedabad, Chennai, Surat
Work from Office
1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients Location-Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi
Posted 1 week ago
5.0 - 8.0 years
4 - 6 Lacs
Chennai, Bengaluru, Surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. 10) 5 year from Broking sector & good Knowledge in Equity and derivates. NISM 11) Knowledge of technical analysis and market strategy. _ Location-Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune.
Posted 1 week ago
3.0 - 5.0 years
5 - 7 Lacs
Mumbai
Work from Office
1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms
Posted 1 week ago
5.0 - 9.0 years
3 - 6 Lacs
Surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Equity Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy.
Posted 1 week ago
1.0 - 2.0 years
3 - 5 Lacs
Kolkata
Work from Office
1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.
Posted 1 week ago
2.0 - 4.0 years
4 - 9 Lacs
Hyderabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services
Posted 1 week ago
5.0 - 9.0 years
5 - 15 Lacs
Mumbai
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention greayer than Rs.25 Lac through networking, database, market intelligence and references from existing client
Posted 1 week ago
3.0 - 5.0 years
4 - 7 Lacs
Mumbai
Work from Office
1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines.
Posted 1 week ago
2.0 - 4.0 years
5 - 7 Lacs
Bengaluru
Work from Office
1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients.
Posted 1 week ago
5.0 - 8.0 years
3 - 5 Lacs
Surat
Work from Office
1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients
Posted 1 week ago
5.0 - 10.0 years
12 - 15 Lacs
Surat
Work from Office
1) Drive a team of wealth manager to 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 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate Profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling _
Posted 1 week ago
5.0 - 10.0 years
10 - 15 Lacs
Surat
Work from Office
1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field
Posted 1 week ago
5.0 - 10.0 years
15 - 20 Lacs
Hyderabad
Work from Office
SUMMARY Job Opening: Sales Manager at Specialty Chemical Manufacturing Company Location: Hyderabad Key Responsibilities: Develop sales strategies to enhance market presence and achieve revenue targets for iodine derivatives. Build and sustain strong relationships with existing and potential clients, understanding their needs and providing tailored solutions. Conduct thorough market research to identify trends, customer preferences, and competitive dynamics, informing sales approaches. Educate clients on the features and benefits of iodine derivatives, effectively communicating complex technical information. Maintain accurate records of sales activities, including calls, presentations, and closed deals, and provide regular performance reports to senior management. Work closely with marketing, product development, and technical teams to align sales efforts with product offerings and market demands. Requirements Minimum of 5 years of sales experience within the chemical industry, with a focus on iodine derivatives or related products.
Posted 1 week ago
3.0 - 8.0 years
3 - 8 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Ability to work as part of a global team as we'll as act as project lead on various compliance matters Familiar with the risk and compliance function of asset management Understanding the development and implementation of compliance programs Ability to deal with business personnel and deliver good compliance outcomes in time constrained situations RESPONSIBILITIES Provide Compliance support and representation on AWM strategic initiatives Review and approval of financial promotion materials Provide daily compliance surveillance of AWM portfolios for regulatory requirements and applicable policies and procedures Assistance in the production of board reports Participate in the review and evaluation of new instruments and vehicles to identify compliance issues and surveillance needs Develop and draft compliance policies and procedures, outlining firm policies, regulations and best practices Ensure breaches and complaints are logged and cover the compliance aspect of the sign off Create compliance training programs Compliance advisory regarding global asset management marketing and distribution questions: UCITS/Non-UCITS/cross border distribution Review and approval of due diligence on third party distributors Compliance advisory on new AWM fund launch projects Preparation, organization, and delivery of compliance trainings Miscellaneous projects as required QUALIFICATIONS 3 years regulatory risk or compliance experience (asset management experience preferred) Highly motivated risk and control focused individual with excellent judgment Knowledge of investment instruments including derivatives General compliance knowledge and familiarity with asset management regulations Effective analytical and organizational skills Strong verbal and written communication skills Ability to handle multiple tasks with attention to detail and work under pressure Ability to work both independently and as part of a team
Posted 1 week ago
1.0 - 3.0 years
1 - 6 Lacs
Mumbai
Work from Office
The role is within the Commodities Confirmation area, which is part of the broader Fixed Income Derivatives group under the Derivations Operations umbrella. The successful candidate is expected to become a Subject Matter Expert in their function and provide support to the Director group. • Timely and accurate generation of trade confirmations for commodity products in accordance with internal bookings, ISDA and industry standards. • Provide documentation support to Institutional Sales and Trading, and Bank Resource Management on ad hoc deals and projects. • Provide SME support for the ongoing standardization and confirmation automation initiatives • Research and resolve confirmation discrepancies through proactive communication with internal partners (Legal, Sales, Trading, Compliance) and external counterparties. • Identify risk issues, escalate where appropriate and actively assist in resolving them. Adopt and maintain stringent process controls to mitigate firm and client risk. • Organize own day to day tasks per functional procedures to ensure all priority tasks are completed within the established deadlines using the appropriate systems, tools and checklists. • Analysis of current processes and identification of process/system to increase efficiencies • Attention to detail and accuracy • Metrics reporting using Excel. • Subject Matter expert for function and product covered within the group • Ability to think out of the box and work on identification of process/system to increase efficiencies • Client and Business Unit relationship management Skills required (essential) • Experience within Commodities Confirmations or applicable product related role • Bachelor's Degree • Strong analytical, organizational, and verbal & written communication skills • Proven ability to work efficiently and accurately under pressure in a fast paced-multi tasking environment • Proactive and self-motivated • Strong Microsoft Excel and Word skills • Flexible working in Shift (Asia or EMEA) • Proactive and self-motivated • Stakeholder & Desk management skills • Intuitive thinker who can think and plan ahead • The ability to work effectively as part of a dynamic team Skills desired • 1-3 years of experience within Confirmations (experience in Commodities will be an added advantage) • Confirmation of Derivatives products like Swaps, Forwards and Options • Strong IT skills and proficiency with Microsoft Office applications (particularly Excel) • Product knowledge (Commodities) • Be able to handle highly confidential information professionally and with appropriate discretion • Has the ability to effectively handle a fast-paced environment and successfully meet established deadline requirements • Be self-motivated and must have the ability to work independently .1Years of exp- 2-3 years 2.Contract duration -1 Year 3.Shift timing 11:30- 8:30 4.Location - Mumbai 5.Will laptop be provided - Yes 6.Accpetable Notice Period - 1 month 7.Must have skillset Good Communication Skill , Good knowledge of derivatives 8.Good to have skillset Medium to Advance knowledge in Excel
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1) Growth of Revenue and Market Share 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity) 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite position. 9)Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location- Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Ahemdabad, Delhi, NCR Exp.- Minimum 5 year in Stock Broking Channel handling Commodity Trading and Channel Management through Partners Franchisees
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Managing portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Develop investment judgment and expertise, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Trading across asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with senior PMs to execute strategic and dynamic investment ideas with consistency and scale, including determining optimal instruments to trade based on client-specific, regulatory and market- related considerations. Be a part of Portfolio Management team and contribute to monitoring, evaluating, and managing risks and opportunities of the underlying investments. Creating investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Managing portfolio risk across various investment vehicles and product desks, including exposure, currency and cash management, investment manager/vehicle oversight. Structuring trades across asset classes to manage the portfolio in line with hedging and flow considerations, in collaboration with AWM s trading desk. Managing derivative-based overlay strategies to enhance risk management profile of overall portfolios and/or capture market risk premia. Reviewing new portfolio design and investment strategies for investor suitability, with specific focus on our ability to effectively manage and implement such strategies. Providing PMR s review on new portfolio activities, investment proposals, trading and risk management processes. Participating and at times serving as a project lead in complex portfolio events, including onboarding of new client mandates, fund launches and portfolio restructurings, requiring coordination across multiple internal investment teams throughout the firm, as well as external managers and trading counterparties. Leading small to medium-sized projects aimed at enhancing trading and risk management processes, infrastructure and analytics to further empower the team s oversight over portfolio management activities and mitigate trading risks. Basic Qualifications: Masters Degree or equivalent preferred 1-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced above Experience in working within a dynamic, global team; demonstrated leadership potential Advanced degree or CFA designation preferred Quantitative analysis and skillset Detail-oriented and organized with the ability to manage multiple tasks in a fast-paced environment A self-starter able to work independently and thrive in a team environment Consistently positive attitude and eagerness to work in a team-centric environment Intelligent, creative, with good problem-solving abilities Risk management and control orientation Excellent project management skills Excellent writing and communication skills Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investing approaches Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledge preferred.
Posted 1 week ago
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The derivatives job market in India is growing rapidly, with a high demand for skilled professionals in this field. Derivatives are financial instruments that derive their value from an underlying asset or group of assets. In India, various financial institutions, investment banks, and consulting firms are actively hiring professionals with expertise in derivatives.
The average salary range for derivatives professionals in India varies based on experience and expertise. Entry-level positions can have a salary range of INR 3-6 lakhs per annum, while experienced professionals can earn anywhere from INR 10-20 lakhs per annum.
A typical career path in derivatives may start as a Derivatives Analyst, progress to a Derivatives Trader or Risk Analyst, and eventually lead to roles such as Derivatives Manager or Director.
In addition to expertise in derivatives, professionals in this field are often expected to have skills in financial modeling, quantitative analysis, risk management, and proficiency in programming languages like Python or R.
As you explore opportunities in the derivatives job market in India, remember to showcase your expertise, stay updated on industry trends, and prepare confidently for interviews. With the right skills and knowledge, you can embark on a successful career in derivatives and contribute to the dynamic financial landscape in India. Best of luck in your job search!
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