920 Derivatives Jobs - Page 33

1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Location - Chandigarh,Indore,Bhopal,Meerut,Gwalior,Jabalpur,Moradabad,Dehradun,Jalandhar,Prayagraj,Ahmedabad,Rajkot,Pune,Patna,Delhi, Rourkella.

Hiring for VP- Derivatives Reporting to : Senior VP Location- Mumbai(Dadar West) Experience : More than 20 years in Derivatives Markets, preferably having experience in treasury aspects of Banking/Financial institution Qualification : COF/CFA/FRM Required Qualification: MBA in Finance Skills Required: In-depth Knowledge of various OTC derivative products in all asset classes especially in Fx and interest Rates, including quantitative pricing and valuation models Hands on experience of the OTC derivative product such as Forwords, Swaps Options and various risk parameters associated with them Experience in designing/ operating trading platforms for OTC derivative Products Practical experience of dealing in these products (as a dealer) and marketing to banks/Clients would desire. Sound Knowledge and hands on experience of Python, VBA and MS Excel and other BI tools is desired Area Of Operations : Trading platforms management for Interest Rates and Fx. Clearing and Settlement. Marketing of existing as well as new trading platform/Non-Centrally Cleared Derivatives Margining and Collateral Management Managing the LOU operations of ILEIL Doing research in the new emerging areas of interest to the company and assist in developing products/Services to cater to such demand. Job Responsibility Include: Managing a team of Professionals in smooth operations of the existing trading platform and creating new trading platforms. Managing the team of Professionals in Clearing and Settlement activities and developing new products under CCP Marketing the services to banks/Financial institutions/Corporates Managing team of Professionals for managing the LOU activities. Updated Knowledge for all the development happening in the OTC derivative markets worldwide and assisting in developing suitable products. Core Competencies: Analytics and Critical Thinking Drive for results Quantitaive aptitude Customer Centricity Team work, Leadership and People Management Interested Candidates can mail their cv at simmi@hiresquad.in

Description Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster. The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of almost 100 staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken. Team & Role Landytechs Services Group consists of Client Success, Data Services, Implementation, Product Specialist and Support teams. The purpose of the group is to ensure clients achieve their objectives, attaining value for money and fast RoIe, and in parallel delivering a healthy and sustainable client-base for Landytech with high retention and growth rates. The Product Specialist role requires individuals who currently are or can quickly become industry experts with a deep understanding of our platform and its capabilities. As a Product Specialist, you will play a crucial role in helping bring together our product and service offerings with our clients needs, ensuring that our solutions align with industry workflows and best practices. You will be responsible for enabling internal teams, designing client-specific requirements, demonstrating solutions and features, and driving the successful adoption of our products. What We Are Looking For: 1. Product and Industry Expertise: Industry Expert: Act as a subject matter expert, deeply understanding the day-to-day operations of the industry and how different Ideal Customer Profiles (ICPs) interact with our product including cash and cash flow management, private asset data maintenance, reporting, allocation, performance and risk analytics, data workflows and aggregations, etc. Product Knowledge: Gain and maintain a comprehensive understanding of our platform, including its features, capabilities, and limitations. Foster best practices in product usage and share this knowledge to help clients achieve their goals by participating in the creation of knowledge materials (articles, videos) and leading client live workshops. 2. Feature and Workflow Expertise: Solution Design: Leverage your end-to-end understanding of product features and industry workflows to design customized solutions that align with client needs. Collaborate on designing new client solutions for complex use cases that go beyond the self-service package providing specifications for Professional Services. Technical Requirements: Work closely with stakeholders to gather and analyze both business and technical requirements, translating them into scalable and efficient solutions. Feature Development: Participate in the development of new features by collaborating with product teams, providing feedback, and helping to refine solutions through proof-of-concepts. 3. Internal Enablement and Training: Team Enablement: Enable internal teams, including Client Success, Implementation, Support and Sales, on new or existing product features. Train them on how to present, use, and sell these features effectively. 4. Client and Partner Enablement and Escalation Management: Client Training: Conduct general and client specific training with customers and partners. Build and maintain a Knowledge Base (KB), Use Case Library (UCL), Standard Operating Procedures (SOPs), and an Academy for both internal and external stakeholders. Develop learning pathways for specific profiles of client. Demonstrate: Plan, design and lead demonstrations of product, new features and client specific requests. Escalation Handling: Act as the expert focus for resolving escalations, ensuring client issues are addressed swiftly and effectively. 5. Product Testing and Quality Assurance: Testing: Conduct rigorous testing of new features and product updates, ensuring any issues are promptly identified and resolved. Quality Maintenance: Maintain the product's quality and reliability through a hands-on approach to testing and problem-solving. Be a crucial feedback loop into our Engineering and Product teams Services Group Support: Enable the Service teams to perform at their best by providing the tools, knowledge, and support they need. 6. Presales and Commercial Efforts: Presales Assessment: Participate in presales assessments, providing technical and product expertise to support the commercial team. Sales Support: Collaborate with the sales team to demonstrate the value of our products, conduct Proof of Concepts (PoCs) and contribute to the commercial effort. Skills and Expertise 2- 3 years experience within the investment industry. Experience of working with software platforms. In-depth knowledge of the investment industry and asset classes. Strong product understanding and ability to share best practices through workshops and materials. Skilled in designing tailored client solutions and translating technical/business needs into efficient workflows. Experience in feature development collaboration with product teams. Experience in training internal teams and clients on product features. Expertise in conducting product demos, handling escalations, and building knowledge resources. Hands-on experience in product testing, identifying issues, and ensuring quality. Support engineering teams with feedback and maintain product reliability. Provide technical expertise in presales and collaborate with sales teams on Proof of Concepts (PoCs) to showcase product value. Our Benefits An opportunity to work in a fast-growing fintech revolutionizing investment reporting. Regular socials and being part of an international team with an HQ in London, UK and office in Paris, France as well. Hybrid style of work/ 2 days working from our office in Pune, India Private medical insurance for you and your family members.

Advising NRI, Super HNI clients on equity, derivatives, currency & commodities markets Individually handling clients with book size of 25 lacs and above Creation of revenue & activation of clients through effective advisory Engaging & cross selling of other products like Mutual Funds, PMS, AIF, PE Prospect servicing & acquisition of new clients & retaining the old clients by periodic meetings Profiling clients by conducting in depth review of clients financial requirements, portfolio restructuring & recommending portfolios.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios

~ Minimum of 4 years in Pharma sales focusing on bromine, iodine, derivatives, or related product. ~ Sales Strategy Development, Client Relationship Mgt, Market Analysis, Product Promotion, Sales Report ~ Strong communication & negotiation abilities. Required Candidate profile ** A candidate from the pharma industry would be preferred.

Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Gorakhpur Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Dear Applicants, Greetings from Teamware Solutions!! Position:- Margin & Collateral Management Location:- Bangalore Experience: 1-4 Years Notice Period:- Immediate - 30 Days Interested candidates can apply to the given email ID: greeshma.t@twsol.com Job Description:- Primary Responsibilities: Daily client margin call issuance and margin processing Daily reconciliation of foreign and domestic accounts Daily monitoring of controls and validation processes Interaction with internal clients and stakeholders Resolution of trade breaks, commission breaks and brokerage Coordination and implementation of internal and client specific projects with IT Incident management, conducting deep-dives and remediation of internal system issues Handling various administrative duties Skills Required: Self-starter and self-motivated individuals Knowledge of Listed Derivatives and OTC Clearing preferred Strong control mindset The ability to work under pressure and multitask Strong team player Able to demonstrate clear examples in previous work experience of where processes have been enhanced and optimized to achieve efficiencies. Advanced Microsoft Excel skills preferred

Job description Greetings from Teamware Solutions!! We are hiring for Topmost Investment Banking Role: Derivatives and Margin Location: Bangalore (No Relocation) Exp: 1-5 Years Notice Period: Immediate - 30 Days Interested candidates please share your updated resume to srividhya.g@twsol.com Primary Responsibilities: Daily client margin call issuance and margin processing Daily reconciliation of foreign and domestic accounts – Daily monitoring of controls and validation processes – Interaction with internal clients and stakeholders – Resolution of trade breaks, commission breaks and brokerage – Coordination and implementation of internal and client specific projects with IT – Incident management, conducting deep-dives and remediation of internal system issues – Handling various administrative duties Skills Required: – Self-starter and self-motivated individuals – Knowledge of Listed Derivatives and OTC Clearing preferred – Strong control mindset – The ability to work under pressure and multitask – Strong team player – Able to demonstrate clear examples in previous work experience of where processes have been enhanced and optimized to achieve efficiencies. – Advanced Microsoft Excel skills preferred

Acquire new clients and boost revenue Guide clients on financial products MF, Stocks, AIF, PMS MLD & Insurance,NCD, P2P,LOAN. Financial & Tax Planning Host corporate presentations and financial planning workshops to educate prospective clients. Required Candidate profile Bachelor's degree in Finance, Business,Economics ,NISM -MF Experience in Client Acquisition 2-5 years. Financial Planning & Investment Management & Advisory ,client servicing. Perks and benefits Performance - Quarterly Incentive & Yearly Bonus

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

Job Purpose "This position is open with Bajaj finance limited" Duties and Responsibilities An effective communicator with the ability to coordinate with internal & external stakeholders & relate to people at all levels of business and management. -Assessing loan applications for credit appraisal which includes financial analysis to understand the solvency, liquidity position and credit worthiness of individual and corporate customers. -Assess income and various obligation ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance during the loan tenure. -Calculating eligibility basis portfolio as per BFL policy and doing risk check of customers. -In dept knowledge of Capital Market and daily monitoring of stocks impacting BFL LAS exposure. -Preparation of detailed Credit Approval Memo for high value cases and getting it approved from respective approving authorities basis BFL defined approval matrix. -Adhering to all regulatory and statutory compliances & implementing operational risk controls related to LAS transactions ensuring fair sanctions to corporates and non-corporates and timely processing of cases in given TAT. -Monitoring the portfolio behaviour of LAS Portfolio and identify the early sign of stress in the portfolio and highlight it to the reporting manager. -Policy preparation/review /updation at regular intervals -Review and renewal of existing LAS Portfolio. -Regular tracking of progress on the agreed key metrics towards delivering on the strategy. -Preparation of RPRs of the LAS portfolio as when required. -Providing timely inputs to Business team, COE, Compliance team, Finance team, IFC Audit team, Internal Audit team, RBI Audit. -RBI Reporting of SMA-2 and large exposure. -Monthly preparation of Deck

Responsible for generating brokerage primarily through advising clients on their equity portfolio Punching orders on the terminal on behalf of clients Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence to compliance and risk. Keeping the clients updated on their orders

Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them.

Job Description: Revenue generation from equity derivatives and currency segment. Identifying the potential of the clients to activate in derivatives segment. Identify and prepare the clients to generate high volume in derivatives segment. Maintaining the relationship with existing customer to improve revenue and turnover. Achieve laid down budget with respect to revenue generation from derivatives, activation of derivatives clients and daily turnover in FNO. Provide online training to the customers on derivatives, mobile app and website. Conducting webinar for exclusively on derivatives segment for the customer. Possesses thorough knowledge of all exchange rules, regulation and compliance. Individual operate NSE/BSE terminal.

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. Regards, Prashant Ghusale 9890442104 HR - HDFC Securities ltd

SUMMARY 1.Understands the Country Pricing and Contract management strategies and develop and implement a plan for benefit identification and delivery that will meet or exceed the cost recovery and pricing effectiveness objectives. 2.Tracks pricing and cost recovery against plan / KPI’s and performs intervention /escalation. 3.Tracks progress on Pricing initiatives and reports to project sponsors on status. 4.Delivery of price support, analysis and enforcement within own country and teams. 5.As a team member accountable for achieving the PCR target for the country. 6.Support in ensuring that all savings whether made by pricing or full cost recovery is recorded correctly as per assigned timescales. 7.Responsible for pricing analysis of special products and ensure correct pricing to deliver target margins. 8.Work with the Strategic and local marketing and product manager’s teams to understand cost composition and relevant margin recovery requirements. 9.Ensure complete and correct submission of key reports and other deliverables such as draft agreements within suggested timelines. Requirements o A bachelor’s degree in Commerce/Economics, Master’s degree in Finance o 3 years + experience in finance or commercial or sales & marketing or in another related role. o Excellent understanding of the business, ideally with an in - depth knowledge of commercial pricing and cost recovery elements o Experience of operating within a matrix organisation highly advantageous

Perform end-to-end internal audits from planning to reporting including process understanding, walkthroughs, preparation of risk and control matrix audit work program, control testing to assess their design and operating effectiveness, preparation of audit report and agreeing issues/ actions with management. Have an in-depth understanding of the asset management industry risks/ issues trends and end- to-end investment process (front, mid and back office processes) for all asset classes including fixed income, equities, derivatives, real estate, private equity/ hedge funds and alternatives. Have thorough knowledge and understanding of Internal Audit and SOX/ ICFR methodology and IIA requirements. Deliver manage engagements to time, cost and high quality. Identify key areas of improvement in the client's business processes and add value by preparing insightful recommendations. Contribute to business development activities such as preparing proposals, lead identification Always comply with the firms quality and risk management policies.

Your key responsibilities Part of the FIC business where Deutsche Bank is an active participant Handle client execution of global market products including foreign exchange, fixed income, and derivatives Develop and foster client relationships and work closely with the team to grow the business Your skills and experience Basic understanding of global market products including foreign exchange, fixed income and derivatives Client service or coverage experience preferred Relevant academic credentials preferred

The Analyst / Sr. Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team. Your key responsibilities Manage daily Reconciliation of Securities/Cash Internal book of records V/s Custodian Books. Basic knowledge of Daily Uploads of feeds and its Maintenance. Investigating Margin differences / Tax related differences. Research and bookings of Dummy forexes Manage cash reconciliation between Aladdin and the custodian feeds on trade and Currency level. Identify the cause and assign the cash/position break to correct team for further investigation & resolution. Perform primary investigation on the cash/position breaks on Aladdin escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business Responsible for understanding clients needs from a technical and operational perspective Ensure support for managing internal projects/initiatives, Timely response to all front office/ Internal queries Ensure strict adherence to all internal and external process guidelines including compliance and legal. Ensure candidate has assisted in creating proper backups through adequate cross training, within the department Your skills and experience Experience in handling Cash and Position reconciliation.(Preferred) Knowledge of Trade Life Cycle. Preferred Knowledge of Financial products like Debt, Equity, Derivatives etc. Functional Skills: Have Working knowledge of SSR/TLM/SCD/Aladdin reconciliation tool Cognos reporting Have basic knowledge of Reconciliation process and understand various (ledger and statement) feeds/swifts. Have experience of Bank Custody, FOBO reconciliation. Knowledge of Trade Life Cycle of various financial products will be an advantage. Have Working knowledge of SSR/TLM reconciliation tool. Attention to Details. Skills Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. Education / Certification Qualification Graduates with good academic records. Any certifications in securities such as NCFM modules, will be good but not compulsory.

Role Description The Business Finance function is responsible for the production of business level revenue attribution, financial accounting and financial disclosures. It ensures, on a daily basis, the accurate and timely reporting of Profit and Loss (PnL) for each business unit and ensures that the drivers behind the risk positions and PnL are fully understood and explained. It also ensures that all of the Banks transactions and positions are correctly reflected in the Banks accounting records and disclosures, in accordance with relevant accounting standards. Your key responsibilities Responsible for the accurate and timely production of daily T+1 P&L production, attribution and analysis. Providing daily commentary and variance investigation to Front Office traders and senior Finance managers Break investigation and resolution: Model vs Actual(Ledger) Cash, FO/MO system vs trade docs etc Model risk control exceptions resolution Ensure compliance to risk and control guidelines. Stakeholder management by prompt response to various queries/issues from Finance directors, onshore management, Front office traders, Fincon, Risk management, etc. Understand trade flows, booking structures and ensure that the trades are captured in accordance with such defined structure which will enable accurate funding cost allocation through Funds transfer pricing. Your skills and experience Financial Control and product control experience in Investment Banking Strong understanding of financial market products such as Loans, Bonds, Credit, derivatives, Cash Equity, Swaps, Options and Futures. Solid Fixed Income product knowledge i.e. Bonds, CDS, TRS, IRS & Loans. IFRS/GAAP knowledge is preferred Strong knowledge / experience of front to back Investment Banking environment (trade capture to balance sheet) Ability to manage time effectively, prioritizes responsibilities, and escalates issues as necessary. Proficient in Microsoft Office applications, strong Word and Excel skills required Exposure to multiple front office systems. Education Preferably qualified MBA/Chartered Accountant / CPA / ACCA / CIMA / CFA.

Good understanding of Market Risk metrices - VaR, ES or Credit Risk metrices - PD, EAD, LGD, PFE, EPE etc. Control testing and assurance related experience within Market risk/Counterparty credit risk domain would be a big plus. (2LoD or 3LoD capacity) A good understanding of Market risk/Counterparty credit risk processes and financial instrumentsproducts. Proven track record of successful involvement with change management programs and excellent communication skills Creative approach to problem solving and ability to navigate in complex matrix environment with focus and execution.

1. Conduct Fundamental and Industry Research Analyze financial statements, industry trends, and macroeconomic indicators to provide investment insights. Develop and maintain detailed financial models, including earnings forecasts, valuation models, and scenario analysis. Conduct qualitative and quantitative research on companies, industries, and markets. Evaluate the competitive landscape and assess the impact of key market trends on companies. 2. Prepare Research Reports and Investment Recommendations Write equity research reports, company updates, and thematic industry research. Provide investment recommendations based on fundamental analysis and valuation. Develop and present research findings to internal teams and external clients. 3. Engage with Company Management and Market Participants Attend earnings calls, industry conferences, and investor meetings to gather insights. Conduct management interviews and due diligence to assess company strategies and execution capabilities. Interact with industry experts, fund managers, and institutional clients to discuss market developments and investment opportunities. 4. Stay Updated on Market News and Economic Trends Monitor market movements, corporate announcements, and regulatory changes affecting covered sectors. Stay informed about global economic developments and policy changes that impact investments. Assess the impact of market volatility and geopolitical events on investment recommendations. 5. Support Client Engagement and Advisory Services Assist institutional and retail clients in understanding investment opportunities. Provide market insights, stock recommendations, and updates through client interactions and research calls. Collaborate with the sales and trading teams to align research efforts with client needs.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complaints of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them