3603 Equity Jobs - Page 22

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Make strong team member for more business -Managing monthly and weekly meetings Required Candidate profile Experience : Minimum 6 Months in Field Sales/Marketing CTC : Up to 5 LPA + Incentive + Performance Bonus + Others Benefits Age : 24 to 40 years Education : Any Graduation Call/WhatsApp on 99743 04620 Perks and benefits pf + incentives + Performance Bonus +allowances

As a Lead Talent Acquisition Specialist at Rapid Consulting, your role is crucial in building a talented recruitment team to support clients" staff augmentation needs. You will lead the hiring of internal recruiters, mentor and manage the team, collaborate with hiring managers, and ensure compliance with recruitment laws and company policies. - Develop and execute strategies for hiring internal recruiters to meet clients" staffing needs - Lead, mentor, and manage a team of internal recruiters, providing guidance for success - Collaborate with hiring managers to understand clients" needs and create recruitment plans - Source, screen, and interview candidates for internal recruiter positions, ...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Responsible for daily reconciliation of Cash, positions and transactions for Equity, Corporate Bond, MBS, Derivatives (OTC & Listed), Repo, Bank Loan, and private securities. Analyze and understand all security & cash position differences related to reconciliations and coordinate break resolution process with Client, Prime brokers...

We're Hiring | CFA Faculty (Level I, II & III) PhysicsWallah Location: Nearest PW Studio Engagement: Full-time About the Role: PhysicsWallah (PW) is expanding its professional learning vertical and is looking for experienced CFA Faculty members to join our growing team. If you're a CFA Charterholder with a passion for teaching and mentoring aspiring finance professionals, this is your chance to be part of India's fastest-growing EdTech revolution! What You'll Do: Deliver impactful and exam-focused sessions for CFA Level I, II, and/or III (online/offline). Specialize in one or more CFA subjects such as Ethics, FRA, Economics, Corporate Finance, Equity, or Portfolio Management. Design and upda...

Hi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales exp...

Role Overview: As a Customer Success Executive at the company, your primary responsibility will be to serve as the main point of contact for students, ensuring their inquiries are addressed promptly and assisting them in developing a solid understanding of stock market basics. If you are enthusiastic about mentoring learners and simplifying finance concepts, this position is ideal for you. Key Responsibilities: - Act as the initial support contact for students and clients. - Resolve beginner to intermediate-level queries pertaining to equity, derivatives, intraday vs. swing trading, technical and fundamental analysis. - Cultivate strong relationships with students through timely responses an...

Associate - Independence - Risk Management Services This role requires the candidate to execute globally defined processes built in accordance with the EY Global (EYG) Independence policies aimed towards safeguarding EY as an Independent auditor. These services are provided to EY country practices across globe enabling them to take decisions on new client acceptances and/or continuances. The opportunity Risk Management Services (RMS) is an internal function within EY GDS (Global Delivery services), responsible for protecting the organization from the risks that may arise from its professional practice. We work closely with all parts of the organization to identify and manage risks, providing...

NJ India Invest Pvt. Ltd is a leading advisor and distributor of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in the financial investment space, portfolio advisory services, and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification - MBA & PGDM ( Finance & Marketing ), M.com Job Location - Delhi/NCR and U.P ( Allahabad & Lucknow ) Position : 5 Salary Delhi/NCR - ...

Hiring!! Greetings from Teamware Solutions! Role: SSBO Exp: 0 - 1 Year Location: Mumbai Notice Period: Immediate Apply Now: srividhya.g@twsol.com Primary Responsibilities • Opening and linking of accounts on Prime Brokerage system. • Setting up of accounts on Portfolio accounting system and setting up Client reporting. • Setting up of accounts for 3rd Party reporting based on documentation. • Requesting of Secure Ids for Client and 3rd Party users. • Quality checking the creation and maintenance of client accounts. • Quality checking the creation and maintenance of client access. • Risk management through the daily review of priority clients, adhering to benchmarks and Service Level Agreemen...

Responsible for daily reconciliation of Cash, positions and transactions for Equity, Corporate Bond, MBS, Derivatives (OTC & Listed), Repo, Bank Loan, and private securities Analyze and understand all security & cash position differences related to reconciliations and coordinate break resolution process with Client, Prime brokers, Counterparty and internal departments Upload Trades in Trade capture tool either manually or through auto loading of files received from Manager /Prime broker Trade confirmation with counter parties Track corporate actions Fail trade monitoring and settlement Career level professional leading small, moderately complex projects or working on complex tasks that requi...

As Manager/ Senior Manager Fundraising, you will be responsible to mobilize financial resources to support Industree s projects and programs. This includes raising multi-year funding for existing initiatives and new geographies, deepening donor relationships, and diversifying funding sources across CSR, family foundations, Corporate Foundations, and UHNIs. This is a strategic and external-facing role that demands a strong understanding of development fundraising, a deep passion for equity and sustainability, and the ability to position Industree s work effectively to a wide range of partners. Key Responsibilities: Fundraising Strategy & Pipeline Development Development and execution of a str...

Market Risk Reporting Analytics Analyse, investigate and validate risk and PL numbers across Basel 2.5 and FRTB Support FO in analysing impact of scenarios and management of risk appetite Identify, validate, escalate and remediate data issues and control gaps with MR/CCR/PB teams Report EOD VaR Flash and pricing errors to the Risk Managers (RM) Uncleared Margin Rules Validate risk measures for OTC derivatives prior to Initial Margin (IM) calculation Validate IM by performing attribution analysis Coordination with counterparties for Initial Margin Disputes related to Risk Models Market Data Market Data initiatives Work with Quants on buildout market data analytics/Hedging Work on regulatory a...

Position Manager/Senior Manager Experience 8 - 10 Years Reporting to Zonal Head/Lead Passive Location Bangalore Department Sales - Passive Business CTC Range 15 - 20 lacs Job Role - The key areas of responsibilities are as follows: • Work closely with the Sales & Distribution team to identify and target existing and potential clients within each segment / channel for passive business. • Achieve targeted sales numbers through the assigned channel partners. • Establish, grow and manage investment relationships with clients – acquire new clients through market intelligence and regular engagements. • Create and implement effective sales strategies to achieve results and closely collaborate with ...

Hello. We re Haleon. A new world-leading consumer health company. Shaped by all who join us. Together, we re improving everyday health for billions of people. By growing and innovating our global portfolio of category-leading brands including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum through a unique combination of deep human understanding and trusted science. What s more, we re achieving it in a company that we re in control of. In an environment that we re co-creating. And a culture that s uniquely ours. Care to join us. It isn t a question. With category leading brands such as Sensodyne, Voltaren and Centrum, built on trusted science and human understanding, and ...

Experience in analyzing and debugging execution plans. Experience in creating and managing indexs based on development cycles. Strong development experience, preferably on web based applications, however a mix of desktop and web based applications is also acceptable. A minimum industry experience of 3 years, with significant time spent in the relevant projects. Strong hands on skills on SQL Server 2012/2016/2019, including use of analyzing and debugging tools, query optimization, transaction handling, stored procedures, functions, triggers and views. Experience in designing and implementing highly optimized queries for consistent response time, under a highly variable and fluctuating process...

The payroll associate will process payroll for our growing client base across the country As a payroll associate, you will enter client data and review employee time-sheets The associate level will learn how to import payroll information and assist with quality assurance as needed. Responsible for responding and resolving client and employee payroll issues Partner with our payroll specialists become knowledgeable in our payroll software, Prism. Knowledge, Skills, and Abilities: The payroll associate should exhibit the following skills and abilities The ability to multi-task Strong attention to detail Organizational Skills Skills with MS office, including Excel and Outlook Education Experienc...

Deliver engaging, clear, and effective system training sessions (virtual and in-person) for internal employees and external clients. Develop and maintain learning content such as training decks, SOPs, scripts, assessments, gamified modules, and eLearning materials. Independently learn and master new systems from acquired divisions and build structured training documentation. Utilize instructional design methodologies and adult learning principles to enhance training effectiveness, retention, and engagement. Collaborate closely with cross-functional teams (Development, Operations, Client Relations, Implementations, etc.) to stay current on software updates and business processes. Participate ...

Strong development experience, preferably on web based applications, however a mix of desktop and web based applications is also acceptable. A minimum industry experience of 4 years, with significant time spent in the relevant projects. Experience in working with UI/UX designers, full stack engineers, data engineers and cloud engineers in a collaborative but fast paced environment. Experience in developing applications in platforms such as .net core, Node.js or Bootstrap, combined with databases and cloud technologies to build highly complex and scalable solutions, that provide the competitive edge to our products and services. Hands-on experience in service oriented arachitecture, building ...

Develop and maintain server-side applications using Java 8/Java 17 and Spring Boot 3.1.3 framework. Collaborate with front-end developers to integrate user-facing elements with server-side logic. Optimize applications for maximum speed and scalability. Implement security and data protection measures. Write and maintain Junit tests to ensure code quality. Troubleshoot and debug applications to ensure functionality. Collaborate with DevOps to deploy applications. Participate in the entire application lifecycle, focusing on coding and debugging. Manage and maintain databases and ensure efficient data storage and retrieval. Stay up to date with emerging technologies and apply them to operations ...

Utilize and configure technical systems to monitor for unusual and suspicious activity across a wide range of products. Assist with security configuration standards for systems and business applications. Serve as a member of the information security team to support change management processes. Participate in technical and non-technical projects requiring information security oversight and to ensure policies, procedures and standards are met. Serve as an additional security team member, aiding in incident monitoring and incident response (IR) in partnership with the security operations center (SOC) teams. Maintain vendor management standards, questionnaires, and documentation to adhere to reg...

Configure and maintain database servers and processes, including monitoring of system health and performance to ensure high levels of performance, availability and security Troubleshoot and resolve performance issues SQL Server performance tuning, including analyzing query execution plans, SQL server profiling, index design and tuning, and index maintenance strategies Database backup management and recovery Database administration related projects, as needed Respond to critical and non-critical production alerts, and availability to be on an on-call rotation schedule to provide production support when critical issues arise will be required Create requested database objects and assist with pr...