Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
3 - 7 years
5 - 9 Lacs
Pathankot
Work from Office
This Job Is Provided By Apna.co Job Objective. The Team Lead will focus on driving acceptance of PhonePe™s products and services through a pay for performance model via Freelancers across urban and rural markets across the country. The TL is responsible for accelerating our presence in the market merchant acquisition & servicing within an assigned geographical area. The incumbent will play a key role in driving the market share of PhonePe in the channel business. He/She will be expected to lead the team to achieve targets across multiple product lines, including devices, financial instruments, and generating revenues. The role will be to work closely with Freelancers. The TL reports to the Territory Sales Manager. Business Growth. Sustain the partner network by generating UPI leads. Drive merchant acquisition and service and merchant lending. Monitor competition within the assigned territory. Manage collateral and devices to ensure no loss or leakage. Ensure adherence of FLs to company guidelines and ways of working. Recruit new FLs and engage existing FLs to ensure market leadership. Ensure FLs are aware of and equipped with new product launches and updates. People Management. Will manage freelancers. Onboard and provide on-the-job training to the frontline sales team to improve performance. Monitor KPIs and coach team members on an ongoing basis. Work towards retention and engagement of the exclusive frontline sales team. Drive execution rigor by being in the market and observing the performance of the team. Motivate the team by regularly communicating about monthly schemes and incentives. Understand trackers and download the relevant information to the FLs. Requirements. Graduate. Proven working experience of 2-5 years in sales managing a team (off-roll/on-roll). Experience in Telecom, FMCG, and Retail is highly preferred (B2C experience). Excellent interpersonal skills and a strong sales/customer service focus. Basic understanding of MS Office (Excel, PowerPoint, etc.). Interested candidates send your resume my WhatsApp no & call me. 9540558266. HR Neelam Gangola. Agency Name NETAMBIT. Phone pe |Hr. Show more Show less
Posted 2 months ago
2 - 6 years
4 - 8 Lacs
Mumbai
Work from Office
Key Responsibilities. Investment ResearchAnalyze and recommend the best investment options for clients. Financial PlanningCreate personalized strategies for wealth management, tax planning, and retirement goals. Portfolio ManagementTrack and review investment performance, making adjustments as needed. Mutual Fund AnalysisResearch mutual funds, study market trends, and provide data-driven recommendations. Product PresentationsPrepare reports and presentations on mutual funds, insurance, and other financial products. About CompanyLocated in Mahalaxmi (West), Mumbai, JP Financial has been guiding senior corporate executives and leaders in making informed financial decisions for over 23 years. We Specialize In. Retirement PlanningSecure a worry-free future. Financial PlanningStrategize to build and grow your wealth. Mutual Funds Advisory & DistributionInvest with confidence. With our expertise, you receive personalized strategies to safeguard and enhance your financial future. Let's achieve your success together
Posted 2 months ago
3 - 7 years
5 - 9 Lacs
Bengaluru
Work from Office
This job is provided by apna.co We are currently hiring for Equity Dealer (Bound Business) Position. Eligibilty atleast 1 year is mandatory 4 years. Languages Hindi&english is mandatory. Immediate joiners required. Candidate should have experience in equity dealer,stock marketing,trading and sales**. Show more Show less
Posted 2 months ago
0 - 1 years
3 - 3 Lacs
Mohali, Chandigarh, Visakhapatnam
Work from Office
Job description Position Title: - Paraplanner (0-2 years' Experience) Location: - Vishakhapatnam and Mohali Overview of the Role: This role involves preparing of financial plans and reports for financial advisors by including the strategic advice provided. The role also involves identifying any strategy and product information and issues. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. Minimum Requirements: Graduate/Postgraduate in finance or relevant degree. Minimum 2-year experience within the financial planning/Investment/Insurance. Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command over English. Ability to work independently and multitask. Knowledge & Skills: CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Self-motivated and able to take responsibility for own work. Role Dimensions: Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high-quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension and investment projections. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for different scenarios. Identify and obtain information necessary to complete financial plan. Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc. Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis. Prepare investment strategy charts and investment applications. Call Investment, insurance providers to obtain clients investment details. Update and maintain all client data on a software. Review and analyze statement of advices prepared by team members. Primary Responsibility: Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice) Review of End Users details to determine missing information Data Collection - Determining & collection of additional information (super & insurance research activity) Contacting the adviser for clarification / additional information Data entry Report Generation & editing Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations. Please send in your CV to recruitment@valenta.io
Posted 2 months ago
2 - 7 years
4 - 9 Lacs
Pune
Work from Office
Business Analysis-Capital Market Grade-C1 Location-Pune. Key AccountabilitiesAs a Business Analyst within the Derivs Doc team you will be accountable for: Decision-making and Problem SolvingKey to your role will be to obtain a clear understanding of problems, collect thenecessary data, and develop a list of workable solutions accompanied byrecommendations. You will need to make key decisions ensuring you have identifiedand analysed a finite set of alternatives described in terms of specific evaluativecriteria. Risk and Control ObjectiveEnsure that all activities and duties are carried out in full compliance with regulatoryrequirements, Enterprise Wide Risk Management Framework and internal BarclaysPolicies and Policy Standards. Person Specification Have experience running workshops, performing 1-1 interviews, holdingpresentations. Experience managing several projects at time with different challenging deliverytimeframes. Experience managing multiple projects across different time zones Good knowledge and experience of gathering and documenting requirementsthrough User Stories using Gherkin language Have an inquisitive nature; able to work independently to take a problem, break itdown, recognise additional questions and find solutions. Experience of designing effective and efficient strategic solutions. Experience of writing functional specifications that can be delivered to threeaudiences, the business, developers and testers. Strong data analysis skills and attention to detail Must be proactive, able to act on initiative and have a hands on attitude Proven ability to communicate issues to both technical and non-technical audience Excellent time management with the ability to multi-task and prioritise Highly organised, delivering results in demanding environments Strong verbal and written communication skills Essential Skills/Basic QualificationsProven ability to influence and manage across multiple teams and regions todeliver complex projects Very strong project management skills Ability to write high quality Business Requirement Documents and FunctionalSpecs that are clear and concise enough for both Operations and developers tofollow A team player willing to share knowledge and help others Understand the LEAN principles and has the ability to apply them Desirable skills/Preferred QualificationsKnowledge of confirmation workflows including drafting technologies would behelpful Good product knowledge including one of the following areas Equities Derivatives,FX, Interest Rate Derivatives, Commodities, Credit derivatives, Securities, FXForwards and NDFs.
Posted 2 months ago
3 - 8 years
9 - 11 Lacs
Mumbai
Work from Office
Strong exposure to Capital Markets / Asset Management / Wealth Management / Custody domain as Business Analyst, Analytical Skills. Written and Verbal Communcation Skills, preferably NCFM Certifcation / CFA Responsible for Gather and Analyze Business requirements of the project/change request by reading Business Requirement Documents and Interacting with Customers Convert Business Requirement Document into Functional Specification Document and take sign off from the client Carry out knowledge transfer to Development and QA team for Development and Testing Phase Take effort estimates and delivery dates from Development & QA team and communicate the same to all stake holders as required in the project Create Business Scenario's for functional verification and carry out functional verification post development Review test scenario & test cases prepared by QA team Review User Acceptance Testing - Test Cases prepared by Customer Support Customer, Development Team and QA team during User Acceptance Testing Phase for any functional queries and Defect analysis Functional Knowledge Transfer to Live Support Team at end of Project Completion Do pre-sales activities like RFP submission, POC's, demos to prospective clients BA's are expected to travel to any geography basis project / client need. BA will be assigned to one of the region and he/she will be required to adjust working times to have sufficient overlap with customer.
Posted 2 months ago
0 - 5 years
2 - 3 Lacs
Bengaluru, Bangalore Rural, Ramanagara
Work from Office
Myntra Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive (Voice Process) Process:- Voice Process. Note:- Work From Office. Salary :- 2 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium voice process for enterprise business of our telecom partner (Customer Service) Grad with Relevant experience ( Calling/Customer service Exp ) mandate . Flexible to work in any shift Rotational . Working days 6 days working Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off 24/7 Rotational Shifts (Male & Female both)
Posted 2 months ago
0 - 5 years
1 - 3 Lacs
Mumbai Suburbs, Mumbai, Mumbai (All Areas)
Work from Office
HDFC Bank is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive (Voice/Chat/Blended Process) Process:- Voice/Non Voice Process. Note:- Work From Office. Salary :- 1.50 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium voice process for enterprise business of our telecom partner (Customer Service) Grad with Relevant experience ( Calling/Customer service Exp ) mandate . Flexible to work in any shift Rotational . Working days 6 days working Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off 24/7 Rotational Shifts (Male & Female both)
Posted 2 months ago
0 - 2 years
0 - 2 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office) and double vaccinated. Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708.
Posted 2 months ago
0 - 2 years
0 - 2 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office) and double vaccinated. Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708.
Posted 2 months ago
0 - 2 years
0 - 2 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office) and double vaccinated. Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708.
Posted 2 months ago
9 - 14 years
5 - 15 Lacs
Pune, Mumbai Suburbs, Mumbai
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 2 months ago
0 - 3 years
3 - 5 Lacs
Bengaluru, Hyderabad
Work from Office
Role & responsibilities : Duties: Transaction Banking, a cash management and payments platform for clients building a corporate treasury system Enterprise Partnerships, consumer financial products that companies embed directly within their ecosystems to better serve their end customers Merchant Point-of-Sale Lending, a platform that provides custom credit financing for home improvement merchants to offer directly to their customers ETF Accelerator, a platform for clients to launch, list and manage exchange-traded funds Seeking a detail oriented and analytical individual to join our team as Card Fraud Transaction Monitoring specialist. This role involves monitoring card transactions to detect and prevent fraudulent activities. Agent will play a key role in safeguarding customers and the business from fraud risks while ensuring compliance with company policies and regulatory requirements. Key responsibilities : Monitor transactions Fraud Detection Alert management Collaboration and continuous improvements Skills: Attention to detail Analytical thinking Communication skills Technical skills(MS Excel is a plus) Team player Adaptability
Posted 2 months ago
5 - 10 years
20 - 35 Lacs
Mumbai
Work from Office
Role & responsibilities Pricing and closing derivative deals with counterparty banks and all associated activities related to the Desk Pricing and closing derivative deals with counterparty banks Suggesting products to the sales desk for onward dissemination to clients Ensuring, in close coordination with Treasury Analytics, mid office and market risk, valuation and system warehousing of complicated and non-standard products requested for by clients Ensuring availability of counterparty limits by coordinating with market risk .
Posted 2 months ago
2 - 5 years
18 - 25 Lacs
Pune, Mumbai, Kolkata
Work from Office
Role & responsibilities Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated. Maximize revenue for the desk while handling all non-allocated customers Increase Trade and FX wallet share of the customers Grow derivative business in the given set of customers Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities Relationship Management external and internal Preferred candidate profile : Direct coverage of customers more at the operating level of the customer. Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements. Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives. Direct coverage of customers more at the operating level of the customer. Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements. Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives. Risk Management and Risk mitigation: Risk management and Risk mitigation ideas for the corporate Manage Banks credit and market risk when offering products to customers Evaluate the Reputational and Legal Risk for the Bank on product offerings to customers in line with suitability and appropriateness policy
Posted 2 months ago
2 - 5 years
18 - 25 Lacs
Chandigarh
Work from Office
Role & responsibilities Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated. Maximize revenue for the desk while handling all non-allocated customers Increase Trade and FX wallet share of the customers Grow derivative business in the given set of customers Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities. Relationship Management external and internal Preferred candidate profile : Direct coverage of customers more at the operating level of the customer. Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements. Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives. Direct coverage of customers more at the operating level of the customer. Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements. Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives. Risk Management and Risk mitigation: Risk management and Risk mitigation ideas for the corporate Manage Banks credit and market risk when offering products to customers Evaluate the Reputational and Legal Risk for the Bank on product offerings to customers in line with suitability and appropriateness policy
Posted 2 months ago
4 - 9 years
4 - 9 Lacs
Jamshedpur, Patna, Gaya
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their updated resume with vaishnavi.srivastava1@hdfcsec.com
Posted 2 months ago
3 - 6 years
3 - 7 Lacs
Pune
Work from Office
For our business, for clients, and for you Middle Office - Analyst - Business Systems - Permanent Location: Pune Experience: 3 - 6 years Designation: Associate Industry/Domain: ETL/Mapping Tool, VBA, SQL, Capital Market knowledge, Bank Debts, Solvas Apex Group Ltd has an immediate requirement for Middle Office Tech Specialist. As an ETL Techno-Functional Support Specialist at Solvas, you will be the bridge between technical ETL processes and end-users, ensuring the effective functioning and support of data integration solutions. Your role involves addressing user queries, providing technical support for ETL-related issues, and collaborating with both technical and non-technical teams to ensure a seamless data integration environment. You will contribute to the development, maintenance, and enhancement of ETL processes for solvas application, ensuring they align with business requirements. Work Environment: Highly motivated, collaborative, and results driven. Growing business within a dynamic and evolving industry. Entrepreneurial approach to everything we do. Continual focus on process improvement and automation. Functional/ Business Expertise Required: Serve as the primary point of contact for end-users seeking technical assistance related to Solvas applications. Serve as a point of contact for end-users, addressing queries related to ETL processes, data transformations, and data loads. Provide clear and concise explanations to non-technical users regarding ETL functionalities and troubleshoot issues. Integrate Client Trade files into the Conversant system: design, develop, implement, and test technical solutions based on client and business requirements. Diagnose and troubleshoot ETL-related issues reported by end-users or identified through monitoring systems. Work closely with business analysts and end-users to understand and document ETL requirements. Monitor ETL jobs and processes to ensure optimal performance and identify potential issues. Create user documentation and guides to facilitate self-service issue resolution. Handsonexperienceinworkingon any ETL tools is mandatory. Strong command of SQL, VBA and Advance Excel. Good understanding of Solvas or any other loan operation system . Mandatory to have good knowledge of Solvas Bank Debt working . Intermediate knowledgeoffinancialinstruments,both listed and unlisted or OTCs , whichincludes and notlimited to derivatives,illiquidstocks,privateequity,bank-debts,andswaps. UnderstandingoftheLoan operation industryisnecessary. Should have knowledge of market data provider applications (Bloomberg, Refinitiv etc.). Proficiencyinany loan operationsystem,preferablysolvas. Anabilitytoworkunderpressurewithchangingpriorities. Stronganalyticalandproblem-solvingskills. Experience and Knowledge: 3+ years of related experience in support/ technical in any loan operation system & accounting system (Solvas/ Geneva). Connect with operation to understand & resolve their issues. Experience working data vendors (Bloomberg/ Refinitiv/ Markit) Able to handle reporting issue/ New requirement raised by operations. Strong analytical, problem solving, and troubleshooting abilities. Strong Excel and Excel functions knowledge for business support. Create and maintain Business documentation, including user manuals and guides. Worked on system upgrade/ migration/ Integration. Other Skills: Good team player, ability to work on a local, regional, and global basis. Good communication & management skills Good understanding of Financial Services/ Capital Markets/ Fund Administration Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 2 months ago
5 - 9 years
4 - 8 Lacs
Pune
Work from Office
Role summary: We are seeking a Senior Fund Accountant, reporting to a Manager within Apex, to have responsibility for the preparations of accurate portfolio valuations on a timely basis. You will typically be responsible for the preparation/overseeing of a number of client portfolios (underlying accounting, financial statements preparation, regulatory requirements), the development and mentoring of more junior team members and providing the highest quality of services to our customers. The SFA will support a growing team that provides a full suite of fund accounting and financial reporting services to our Corporate solutions clients. The role will include accounting and financial reporting, NAV reporting and fund administration duties for our portfolio of clients. Furthermore, the SFA is expected to play a role in the supervision, development and mentoring of junior team members. Key responsibilities: Working with the assistant manager, manager and director to ensure the planning, coordination and completion of NAVs, Management Reporting and Statutory Reporting of corporate entities to ensure team complies with all of its accounting standards (eg IFRS and GAAP) and regulatory obligations and requirements including listing requirements and client reporting; Assist with the Supervision and mentoring of a number of trainee fund accountants and fund accountants; Working closely with the client and Apex colleagues to ensure that transactions are understood to ensure accurate capturing; Liaising with fund managers, brokers, and custodians to communicate information and resolve issues on a timely basis; Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines; Assisting the external auditors to ensure the audit function is executed on a timely and efficient basis; Performing any additional responsibilities that may be required in the support of the on-going management and development of the division; Preparation of monthly, quarterly, annual NAVs; Preparation of management accounts and IPDs; and Preparation of annual statutory financials statements. Assist with the preparation of capital call workings and distribution workings of the Funds; Performing any additional tasks that may be required in the support of the on-going management and development of the division. Skills / Experience: Commerce degree with: Eligible to register as a CA(SA); no post article experience required; SAIPA, CIMA or ACCA advantageous; Proficient in MS Excel; Structural and detail orientated; Good analytical and problem solving skills; Excellent interpersonal and teamwork skills; Ability to prioritise work and meet strict deadlines Excellent communication and organization skills; Motivated and driven; Fund related accounting experience will be an advantage; Private Debt, Capital Markets, Real Assets or Private Equity Knowledge will be a distinct advantage.
Posted 2 months ago
0 - 2 years
1 - 3 Lacs
Noida
Work from Office
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Process Associate Responsibilities Set up customers investment account, post issue services, and asset management Effectively analyze and decision fraudulent claims by using various applications Work and operate in a high volume and tight timeline environment to meet Service Level Agreements Qualifications we seek in you! Minimum qualifications Candidate should be open to working on weekends Candidate should be ready to stretch beyond shift hours to complete the volumes (Same day TAT driven process) Typing speed should be 30 WMP without errors Candidate should not have any long leave planned for the next 6- 8 months Basic Knowledge of banking, mutual fund, shares Basic Communication Skills (Writing Emails) Relevant work experience Preferred qualifications B.com Should be willing to work overtime and work on weekends Good analytical skills and strong customer focus Good interpersonal skills and ability to work independently Demonstrated ability to work with limited supervision Voice Level: 3A level Experience with good typing skills, banking knowledge and MS Office Knowledge Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Get to know us at www.genpact.com and on X, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
Posted 2 months ago
3 - 8 years
4 - 8 Lacs
Raipur
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their updated resume with preeti.soni@hdfcsec.com Regards, Preeti Soni HR Team HDFC Securities ltd
Posted 2 months ago
10 - 14 years
12 - 16 Lacs
Mumbai
Work from Office
Skill required: Talent Development - Learning Content Development Designation: Business Interlock Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years What would you do? Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsTalent Development processDevelop learning activities and supporting materials according to the content design plan. What are we looking for? Curriculum/Learning Solution PlanningoProactively understand the client's business drivers, needs, and prioritiesoRecommend the potential learning approach/program/solutionsoCurate learning assets identified for the curriculum/solutionoDocument learning requirements in a Preliminary Learning Brief (PLB) and/or summary deckoReview and map project source content, identifying any gapsoDraft the initial scope/budget for the solutionoGenerate and negotiate options, as neededoOversee the maintenance of existing curriculum to ensure continued relevance to target audience, skills, proficiency level Pipeline/Demand PlanningoPartner with the client on 90-day learning planning; documenting priorities, scope, and timelinesoConnect with the client to review the pipeline weekly/monthly/quarterly oProject the spend and staffing requirements Stakeholder ManagementoDevelop and maintain strong working relationships with key stakeholdersoGuide the client along the design-deploy-delivery journeyoConnect actively with the client to identify and solve for pain points oAnalyze & present metrics to drive data-based decision making Operations ManagementoPlan and facilitate project calls to align the Learning Studio oClient/stakeholder relationship management oBusiness acumen and appreciation of strategic intentoLearning needs analysis oLearning solution planning oLearning delivery experienceoLearning program and project management oPractical understanding of types of learning solutions and architectures available, and when they are best usedoGood knowledge of instructional design principles and product typesoStrong program/project management skills with a proven record in executionoAble to work independently across a broad range of activitiesoStrong written and oral communication skills including:?Ability to facilitate Client SME and Sponsor discussions to set expectations, and to ensure appropriate involvement?Good presentation skillsoProficiency in Microsoft Office (Word, PowerPoint, Excel, and MS Project) oAbility to network and build positive relationships with client, business stakeholders, vendors and Accenture teams PreferredoExperience in learning and talent strategy developmentoAwareness of current trends in learning including AI, VR, Storytelling etc.oWorking knowledge of accessibility principles and guidelinesoExposure to learning measurement and analysis Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 2 months ago
3 - 5 years
5 - 7 Lacs
Mumbai
Work from Office
Skill required: Talent Development - Learning Delivery Operations Designation: Learning Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsTalent Development processEnsure successful delivery of learning solutions and review their effectiveness and applicability. What are we looking for? Oversee the planning and coordination of large-scale training programs and events. Collaborate with senior leadership to forecast training needs and allocate resources effectively. Coordinate with trainers, instructors, and external vendors to ensure availability and timely delivery of training sessions. Book and manage training venues, facilities, and necessary equipment. Manage and update the organization s LMS, including course setup, user enrollment, and tracking of training completion. Generate and analyze reports on training activities, completion rates, and participant feedback using the LMS. Troubleshoot and resolve any technical issues related to the LMS if needed. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Contact vendors, external instructors, facility owners etc. to arrange and confirm class schedules. Serve as a point of contact for training-related inquiries from employees, managers, and external partners. Communicate training schedules, changes, and updates to relevant stakeholders promptly. Escalate potential issues to Delivery Services Management, Capability Management and / or Scheduling Team Lead. MS Office skills:Ability to understand and make sense of large amounts of data in a complex environment, strong Excel & Word skills, working knowledge of other MS Office Suite (Outlook, PowerPoint & One Note) applications, ability to comprehend and quickly learn client data bases / menu based systems and ability to present data in a comprehensible format Client Interfacing skills (Email & Phone):Good Email etiquette, strong email drafting & keyboard skills and good phone etiquette / technique English language proficiency:Strong written & verbal communication skills - grammar, right word choice, sentence structure, precise / relevant content, smooth thought flow and the ability to present more information in a short span of time / space sensibly Good organizational, prioritisation and multi-tasking skills. Strong analytical and problem-solving skills. Multi-cultural awareness. Passion for customer service. Team player. Attention to detail. Focus on high data accuracy. Quality driven – in communications and all system transactions. Ability to deal with customer complaints in a professional and friendly manner and escalate where appropriate. Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 2 months ago
10 - 14 years
12 - 16 Lacs
Mumbai
Work from Office
Skill required: Talent Development - Learning Content Development Designation: Business Interlock Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years What would you do? Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsTalent Development processDevelop learning activities and supporting materials according to the content design plan. What are we looking for? Curriculum/Learning Solution PlanningoProactively understand the client's business drivers, needs, and prioritiesoRecommend the potential learning approach/program/solutionsoCurate learning assets identified for the curriculum/solutionoDocument learning requirements in a Preliminary Learning Brief (PLB) and/or summary deckoReview and map project source content, identifying any gapsoDraft the initial scope/budget for the solutionoGenerate and negotiate options, as neededoOversee the maintenance of existing curriculum to ensure continued relevance to target audience, skills, proficiency level Pipeline/Demand PlanningoPartner with the client on 90-day learning planning; documenting priorities, scope, and timelinesoConnect with the client to review the pipeline weekly/monthly/quarterly oProject the spend and staffing requirements Stakeholder ManagementoDevelop and maintain strong working relationships with key stakeholdersoGuide the client along the design-deploy-delivery journeyoConnect actively with the client to identify and solve for pain points oAnalyze & present metrics to drive data-based decision making Operations ManagementoPlan and facilitate project calls to align the Learning Studio oClient/stakeholder relationship management oBusiness acumen and appreciation of strategic intentoLearning needs analysis oLearning solution planning oLearning delivery experienceoLearning program and project management oPractical understanding of types of learning solutions and architectures available, and when they are best usedoGood knowledge of instructional design principles and product typesoStrong program/project management skills with a proven record in executionoAble to work independently across a broad range of activitiesoStrong written and oral communication skills including:?Ability to facilitate Client SME and Sponsor discussions to set expectations, and to ensure appropriate involvement?Good presentation skillsoProficiency in Microsoft Office (Word, PowerPoint, Excel, and MS Project) oAbility to network and build positive relationships with client, business stakeholders, vendors and Accenture teams PreferredoExperience in learning and talent strategy developmentoAwareness of current trends in learning including AI, VR, Storytelling etc.oWorking knowledge of accessibility principles and guidelinesoExposure to learning measurement and analysis Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 2 months ago
2 - 4 years
4 - 6 Lacs
Pune
Work from Office
Key duties and responsibilities Receipt of required data for the preparation of financial statements. Prepare and review financial statements for the UK Regulated funds adhering to the jurisdiction norms. Preparation of Financial statements of Hedge Funds, mainly in FRS/UK GAAP. Ensuring best practice are adopted and improving processes to gain efficiencies. Planning and organizing workload and helping prioritization of deliverable. Liaise with Auditors/Client/ Trustees on any challenges which occur in reporting process. Ensuring client enquiries are answered in accordance with Apex service standards on an ongoing basis. Ensuring compliance with regulatory requirements and other requirements of the funds specifications. Benchmarking of production reports to best practices. Defining the timeline of financial statements preparation with clients and auditors. Receipt of required data for the preparation of financial statements. Calculation of Mid and Bid price for Portfolio. Reconciliation of Units creations and cancellations. Oversee/calculate TER/OCF calculations. Oversee Offshore reportable income calculations. Oversee/calculate Distribution calculation process. Qualification and Experience Professional qualification, MBA (Finance), Bachelor of Commerce or any course specialized in accounting. Experience in Financial Reporting. Accounting and Reporting Industry. Experience with Hedge funds is strongly preferred. Should have knowledge of accounting principles and procedures, familiarity with financial markets & instruments. Experience of Financial Reporting in FRS/UK GAAP is preferred. Skills Required Highly proficient in MS Excel and MS Word Strong accounting knowledge Strong knowledge in capital market and derivatives Strong written and verbal communication skills Leadership skills .
Posted 3 months 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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