Call clients to promote equity, mutual funds & loans. Generate leads, update CRM, and support sales. Must have strong communication skills & 1–2 yrs experience in financial services.

What is Mesh? Mesh is an AI-based performance enablement platform that helps teams achieve their goals faster by inculcating the habit of regular check-ins into goals and employee 1:1s enabling continuous feedback and constructive advice throughout the organisation performance review in a way that allows companies to focus on employee development, growth, and engagement, yielding stronger employee retention, performance, and impact on the bottom line. About the company Incorporated in 2020, Mesh is a B2B tech startup based out of US and India We are backed by top VC firms such as YC, Peak XV and RTP Global 70+ customers across the world such as Comcast, Grant Thornton and Groww among others What you do As a member of our team, you will: As a member of our team, you will: Triage and resolve production incidents, delivering clear, timely updates to customers. Define, measure, and continuously improve SLIs/SLOs for critical services to boost reliability and performance. Run existing automation scripts and CI/CD pipelines to carry out routine operational tasks and minimize toil. Create and maintain runbooks, dashboards, and post-mortem documentation. Keep an ever-watchful eye on our systems capacity and performance. Provide primary on-call coverage from 8 p.m. - 4 a.m. IST What youll need Bachelors degree in Computer Science or related technical field, or equivalent practical experience. 2+ years of experience as an SRE, DevOps, or Production Engineer supporting high-availability SaaS environments. Ability to communicate complex technical issues in concise, customer-friendly language both written and verbal. Hands-on expertise with AWS. Strong observability skills with monitoring and logging tools Knowledge of SQL Good to have: Experience in troubleshooting and debugging applications built in Java (backend), React.js (frontend). Prior direct interaction with enterprise customers. Scripting or coding skills in Python, Go, or Bash for automation and tooling. What else does Mesh have to offer? We re so glad you asked! Competitive Salary and Equity: We offer a competitive salary package, including equity, to ensure our team is rewarded for their contributions. Family Health Insurance: We provide thoughtful benefits to support our employees well-being and security, including family health insurance that covers your entire family at our expense. Investment in Growth: We believe in investing in our peoples personal and professional growth. We provide ample opportunities for learning and development to help you expand your skills and advance your career. Prime Location and Top-Notch Amenities: Our new Gurgaon office is based in a prime location on Golf Course Road and is packed with top-notch office amenities that will assist you in maximizing productivity. If that gets you excited, now is the perfect time to join; so bring your appetite for ownership and creation and help Mesh continue to grow! Mesh is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, colour, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, or sex.

Life Unlimited. At Smith+Nephew, we design and manufacture technology that takes the limits off living. Join our dynamic team and embark on an exciting journey of innovation and growth as we seek a hard-working and dedicated individual to fill the role of Global Payroll Auditor. The Payroll Auditor will be responsible for supporting different Payroll teams to Identify discrepancies between Master data (Workday) and Payroll Systems across the globe. If youre eager to be part of a vibrant environment that fosters growth and collaboration, look no further. Lets craft the future together! What will you be doing? Power BI Dashboards for Global reporting on KPIs and CAPA log. Working with the Payroll Managers to assure adoption and the accurate use of the CAPA log. Automate Audit process for Global reviews. Coordinate the work done with Americas, APAC and EMEA Payroll Auditors. Payroll Guide for Continuous improvement initiatives: VSMs, Design Thinking and Kaizen Event. Coordinate with Payroll Managers and different authorities on implementation. Conduct the annual data audits globally and working with payroll and HRS to address the discrepancies identified in each audit. Prepare and provide the executive summary audit report to Payroll Team Managers. Work with HRIS, GBS HR, HR and Payroll teams assemble the information and to make the proper corrections on the discrepancies found. See opportunities to standardize & automate the reports for audits. You will be in charge of supporting Payroll team to standardize and automate Payroll processes and Audit processes, using tools such as Lean Six Sigma, Design Thinking, Kaizen events and work with the different guides on implementations (RPA, Artificial Intelligence, etc). What will you need to be successful? Education: Bachelors Degree or equivalent experience in Business Administration, or related field. Advanced Excel (E.G: Macro), Data Analytics training. Experience: Minimum 3 to 6 years of experience in processing Payroll experience at a large company (1500+ employees). Ability to work well within a small/medium size team environment. Displays a high level of accuracy and attention to detail. Ability to respect, protect and maintain highly confidential information. Able to work independently, or with little supervision. Can work with pace and pressure to meet tight deadlines. Excellent partner management. Analytical skills and strong problem-solving approach. Diplomatic but assertive. Strong numeracy skills. Superb communication, collaboration, and relationship building and collaborator engagement skills. Working from Office for 3 days in a week (Hybrid)- Kharadi, Pune. Shift Timings - UK shift (12:30 PM to 9:30 PM IST) You Unlimited. We believe in crafting the greatest good for society. Our strongest investments are in our people and the patients we serve. Inclusion, Diversity and Equity- Committed to Welcoming, Celebrating and Thriving on Diversity, Learn more about Employee Inclusion Groups on our website ( https://www.smith-nephew.com/ ). Other reasons why you will love it here! Your Future: Major Medical coverage + Policy exclusions and insurance non-medical limit. Educational Assistance. Work/Life Balance: Flexible Personal/Vacation Time Off, Privilege Leave, Floater Leave. Your Wellbeing: Parents / Parents in Law s Insurance (Employer Contribution of 8,000/- annually), Employee Assistance Program, Parental Leave. Flexibility : Hybrid Work Model (For most professional roles) Training: Hands-On, Team-Customized, Mentorship Extra Perks: Free Cab Transport facility for all employees, One Time Meal provided to all employees as per shift. Night Shift Allowances. Stay connected and receive alerts for jobs like this by joining our talent community . Were more than just a company - were a community! Follow us on LinkedIn to see how we support and empower our employees and patients every day. Check our Glassdoor page for a glimpse behind the scenes and a sneak peek into You Unlimited , life, culture, and benefits at S+N. Explore our new website and learn more about our mission, our team, and the opportunities we offer. #YS1 Stay connected and receive alerts for jobs like this by joining our talent community . Were more than just a company - were a community! Follow us on LinkedIn to see how we support and empower our employees and patients every day. Check our Glassdoor page for a glimpse behind the scenes and a sneak peek into You . Unlimited . , life, culture, and benefits at S+N. Explore our new website and learn more about our mission, our team, and the opportunities we offer.

ROLES & RESPONSIBILITIES: - 1.The 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 (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Associate- India RM Company CRISIL Ltd acquired Coalition Development in 2012 and Greenwich Associates in 2020 to form Coalition Greenwich and in April 2023. Coalition Greenwich is a leading global provider of strategic benchmarking, analytics and insights to the financial services industry. We specialize in providing unique, high-value and actionable information to help our clients improve their business performance. Our suite of analytics and insights encompass all key performance metrics and drivers: market share, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioral drivers, and industry evolution. Our clients include nearly all of the leading investment banks, commercial banks and asset managers around the globe as well as a rapidly growing number of technology firms, securities exchanges, information companies, government entities, and other participants in the financial services ecosystem. Business Description: Relationship Management team The RM team manages and supports the delivery across coalition’s product offerings. Based out of India, the team acts as a single point of contact (SPOC) for Relationship managers based in London, NYC, Singapore & Japan. The team also works closely with Coalition’s International and India research teams. Overview In the capacity of an individual contributor, you will be responsible for supporting RMs based internationally. You will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client requirements / documentations, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures. Role and Responsibilities: 1. Analytical Support Develop an in-depth understanding of client’s taxonomy and manage and track all taxonomy changes. Have a strong understanding of client customization requirements, and ensure all customizations are incorporated in Coalition outputs. Review and quality checking of delivery documents from a perspective of identifying inconsistencies in data and client formats (e.g., logical checks, consistency with past deliverables, customized requirements) Help the International RMs prep for client meetings. Work closely with International RMs to creating and manage templates for client submissions. Provide support in reviewing of mappings of client submissions. Work with the senior relationship associates/to manage and coordinate the delivery of Coalition products to clients. Work with the Client to help them understand coalition applications. Attend & actively participate in Client meetings, circulate meeting notes and help the international RMs answer client queries. 2. Project Management Act as a single point of contact between Research (both Central and India research teams), Publishing and Relationship management teams for all communication during the life of specific projects and standard deliveries Maintain MIS tracker for out-of-scope requests, meeting tracker, delivery cycles statistics and other parameters relevant for project management. Keep track of validation and delivery meeting schedules Maintain and track of required packs (e.g., Prep and Delivery packs) Track clients follow up requests and manage delivery of follow ups Ensure all client meetings logged and meeting summaries sent to CRM tracker. Identify, document and share best practices in Client account management 3. Administrative support Ensure contract documentation (MSA, WO, NDAs) up to date. Draft or assist in drafting of new work orders. Work with finance teams to complete billing instructions Check and review Invoices. Chase payment of invoices wherever required. Ensure Index Distribution lists are up to date. Circulate agenda for weekly client update calls. Maintain client org charts and key contact lists (Central only) Credentials: Master’s degree in finance / Banking. 2-7 years’ experience in Financial Services Industry. Experience of working in Investment banks preferable. Good knowledge of capital market products & understanding across asset classes in markets (Equities / FICC) The successful candidate needs to possess strong analytical skills with great attention to detail, an eye for spotting trends, articulate in written and verbal communication and present and support their own conclusions to senior audiences. Excellent qualitative skills and the ability to prepare well-edited, well-presented reports and market commentary. Must be proactive with a drive to better processes and resolve outstanding issues. Proficient in Excel. Ability to use spreadsheets, pivots calculations, and basic excel functions. Have strong verbal and written communication skills. Good team player and self-motivated Desire to work in a fast-paced environment with multiple deliverables.

In this role, your responsibilities will be: Take ownership of the individual booking target. Work closely with end users distributors for incremental sales. Focus on customer satisfaction retention. Drive Business Development, market engagement and build Funnel around uncovered markets and geographies. Undertake Planned Customer Connect Activities regularly with efficient CRM initiatives. Ensure and Maintain Good interpersonal relationship within the BU and with other BU stakeholders to ensure an amicable and cohesive sales growth environment. Who You Are: You are responsible for Factory Automation Sales, managing existing Customers, Developing New Customers and Business Opportunities by Competition Conversion and Growth Programs. Generate additional business with Solution Selling, Synergy Products within BU and cross BU product selling. For This Role, You Will Need: Experience in selling Pneumatics components, Electrical Actuators, Feeding Handling Systems and Automation Products. Technically minded with 4 to 8 years of significant work experience. Knowledge of End-Users in Tamil Nadu Andhra Pradesh. Overall Understanding of the Factory Automation Industry Outlook in Tamil Nadu Andhra Pradesh region. Effective oral and written communication with excellent presentation skills. Preferred Qualifications that Set You Apart: BE/BTECH in EI/EEE/ECE/Mechanical with 4 - 8 years experience in handling sales of automation products (pneumatics, electrical actuators, and feeding handling systems) in the Chennai region (TN AP). Strong understanding of Tamil Telugu and ability to speak the language. Basic knowledge of factory and process automation is preferable. . Emersons compensation and benefits programs are designed to be competitive within industry and local labor markets . We also offer comprehensive medical and insurance coverage to meet the needs of our employees. We are committed to creating a global workplace that supports diversity, equity and embraces inclusion . We welcome foreign nationals to join us through our Work Authorization Sponsorship . We have established our Remote Work Policy for eligible roles to promote Work-Life Balance through a hybrid work setup where our team members can take advantage of working both from home and at the office. Safety is paramount to us, and we are relentless in our pursuit to provide a safe working environment across our global network and facilities. Through our benefits, development opportunities, and an inclusive and safe work environment, we aim to create an organization our people are proud to represent. At Emerson, we are committed to fostering a culture where every employee is valued and respected for their unique experiences and perspectives. We believe a diverse and inclusive work environment contributes to the rich exchange of ideas and diversity of thoughts that inspires innovation and brings the best solutions to our customers. This philosophy is fundamental to living our company s values and our responsibility to leave the world in a better place. Learn more about our Culture Values and about Diversity, Equity Inclusion at Emerson . If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact .

In this Role, Your Responsibilities Will Be: Take ownership of Individual booking / Target. Achieve budgets for given year. Target customers, Install base with various solution offerings. Work closely with Region Team, Channels/Distributers/ System Integrators, Industry Verticals, Lifecycle services business development team. Support Channels/Distributers/ System Integrators, ESPs, OEMs for incremental growth. Drive Business Development, Market engagement and build Funnel around uncovered markets and geographies. Who You Are: You serve as a strategic partner to build, grow, and maintain profitable and long-lasting relationships with key accounts. You make significant progress and remains calm and composed, even when things are uncertain. For This Role, You Will Need: Technically minded with minimum of 10 to 12 years of significant work experience. Significant Experience in selling PLC s, SCADA DCS. Knowledge of IIOT or Industry 4. 0 Knowledge of IIOT or Industry 4. 0 Experience of handling private as well as government customers and System Integrators (SIs). Understand the working of System Integrators. Understanding the offerings of Competition. Overall Market knowledge, Customers in the Region of Gujarat Madhya Pradesh (MP), etc. Preferred Qualifications that Set You Apart: BE- Instrumentation/ BE- Electronics Communication/ B. Tech 10 to 12 years working experience in similar field. . Emersons compensation and benefits programs are designed to be competitive within the industry and local labor markets . We also offer a comprehensive medical and insurance coverage to meet the needs of our employees. We are committed to creating a global workplace that supports diversity, equity and embraces inclusion . We welcome foreign nationals to join us through our Work Authorization Sponsorship . We have established our Remote Work Policy for eligible roles to promote Work-Life Balance through a hybrid work set up where our team members can take advantage of working both from home and at the office. Safety is paramount to us, and we are relentless in our pursuit to provide a Safe Working Environment across our global network and facilities. Through our benefits, development opportunities, and an inclusive and safe work environment, we aim to create an organization our people are proud to represent.

Dear Candidates, Greetings!! We are looking for PCG Sales/Dealer role in one of the Big broking company. -Candidate having good Experience in Wealth Products . -Cross sales experienced Required . -Good Exposure in Client Acquisition. If you are intested pls share your resume on tisha@getwork.org. Thanks & Regards Tisha

%%%%%%%%%%%%%%%%%%%%%% Please Note: Murex - User / Users / Bank Staff - those who are watching / users of Murex screen(s) = please do NOT apply, thanks. === Please apply -- if and only if, you have Murex Software Development / Maintenance Projects / Prod Support experience. You can share your CV to WhatsApp: +1 (617) 642 6951 email: spectrumconsulting1997@gmail.com %%%%%%%%%%%%%%%%%%%%%% Job Title: Dubai | Murex MxML - Software Developer / Consultant - BFSI Forex Domain Job Location: Multiple Dubai - UAE UAE work visa will be sponsored by our client Monthly Salary: USA Dollars = $4000 - $5000 [ Depending on Experience ] , Full Tax free Salary Project Duration: 2 Years Experience Level Needed: 3 - 10 years You should have solid 3 or more Years experience in Murex related development / maintenance projects You: 1. Must be MLC expert ( Murex Limits and Control ) 2. Expert in murex MXML integration and murex work flow integrations 3. Expert in design workflows (contracts, events, deliverables) 4. Must be expert in Murex BO and MxML 5. Domain knowledge in Forex / Banking domain Skills: ==== Murex MxML Java Qualification: B.Tech / M.Tech / MCA / M.Sc or equivalent Nice to have: - Any onsite experience is advantageous but not mandatory Business Verticals: --------------------- - Capital Markets - Forex - Banking and Financial Services No.of positions: 02 email: spectrumconsulting1997@gmail.com WhatsApp : +1 (617) 642 6951 Job Ref code: DXB_MUREX_0525 If you are interested, please email your cv as ATTACHMENT with job ref. code [ DXB_MUREX_0525 ] as subject

Wells Fargo is seeking a Institutional Investment Operations Associate In this role, you will: Provide operational and customer support for lifecycle tasks for institutional trades Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues Assist in gathering data to support resolution of issues Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications : MBA or an advanced degree (or equivalent exp.) Experience of 6 months + in OTC Derivative Settlements domain which includes Pre-Confirmation, Post Confirmation, Reset advise and Clearing Settlements (LCH, CME and CLS) Understanding about current Regulations and their impact on OTC market settlements function Ability to effectively communicate (written/verbal) Ability to plan and organize workload within tight deadlines and meeting day-to-day objectives. Should have good understanding of Derivative Rates, Equity, credit and commodity products Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments Understanding about current Regulations and their impact on OTC market settlements function Strong knowledge of market settlement processes like Clearstream, Euroclear and LCH etc. Perform process improvement and redesign - proactively identify, analyze and improve existing processes including leading process reengineering initiatives. Should be competent in leading managing transition of processes from other locations Strong knowledge of US, European and Asian market settlement processes Ability to effectively communicate (written/verbal) Willing to work in US shifts

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits Job Description:- 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

Job Title: Senior Data Analyst Treasury, Fixed Income, Capital Markets Experience: 10–20 years Location: [Hyderabad/Hybrid] Industry: Investment Banking / Asset Management / Capital Markets Employment Type: Full-Time Job Summary: We are seeking a Senior Data Analyst with deep expertise in treasury operations, fixed income products, capital markets , and Eagle Investment Systems . The ideal candidate will drive data strategy, governance, and analysis efforts to support front-office, risk, compliance, and back-office teams. This role demands strong financial domain knowledge and hands-on technical experience with data platforms and tools. Key Responsibilities: Analyze large volumes of financial data related to fixed income instruments , derivatives , money market instruments , and structured products . Build and maintain data models, dashboards, and analytical frameworks to support decision-making across trading , treasury , and risk teams. Work extensively with Eagle Investment Systems (Eagle STAR, Pace, Data Management) for data extraction, transformation, and reporting. Ensure data quality, lineage, and governance across multiple systems and stakeholders. Collaborate with business, IT, and compliance teams to gather and interpret data requirements. Design and implement solutions for regulatory reporting and performance measurement. Perform root cause analysis on data inconsistencies and work on remediation plans. Contribute to data strategy and architecture discussions for enterprise initiatives. Provide leadership, mentoring, and best practices guidance to junior analysts. Skills & Qualifications: 10–20 years of experience as a Data Analyst in capital markets , investment banking , or asset management . Strong domain knowledge in treasury operations , fixed income , trade lifecycle , and capital markets instruments . Hands-on expertise with Eagle Investment Systems : STAR, Pace, and Data Management modules. Advanced SQL skills and experience with BI tools like Power BI , Tableau , or Qlik . Familiarity with data warehousing, ETL tools, and Python/R for financial analysis is a plus. Strong understanding of market data feeds (Bloomberg, Reuters, etc.). Knowledge of regulatory reporting requirements (e.g., MiFID, Dodd-Frank, Basel). Excellent analytical thinking, communication, and problem-solving skills. Bachelor's degree in Finance, Statistics, or Computer Science; CFA/FRM is a strong advantage. Preferred Certifications: CFA , FRM , or Chartered Market Technician (CMT) Certified Data Analyst , Data Governance , or Agile certifications Why Join Us: Opportunity to work on high-impact data initiatives in global capital markets. Work with cross-functional teams and cutting-edge investment data platforms. Career growth in a data-driven and innovation-focused organization.

Job Title: Business Analyst MASTERY Treasury, Fixed Income, Capital Markets Location: [Hyderabad /Hybrid] Experience: 10–20 years Industry: Investment Banking / Capital Markets / Asset Management Employment Type: Full-Time Job Summary: We are seeking a highly experienced and driven Business Analyst with a deep understanding of Investment Banking, Treasury Operations, Fixed Income products , and Capital Markets , preferably with hands-on experience in Eagle Investment Systems . The ideal candidate will lead complex business initiatives, support front-to-back trade lifecycle processes, and work closely with stakeholders to define and deliver strategic technology and process solutions. Key Responsibilities: Gather, document, and analyze business requirements for treasury and capital market solutions. Work closely with trading, operations, risk, and compliance teams to understand and document business processes, data flows, and system interactions. Lead requirement workshops, write detailed BRDs, FRDs, and user stories with acceptance criteria. Collaborate with IT teams on system design, testing, and deployment for platforms including Eagle STAR , Pace , and Data Management . Ensure accurate integration and data mapping across trading, risk, and settlement systems. Provide subject matter expertise in fixed income instruments (bonds, MBS, ABS, T-Bills, etc.), money market instruments , and structured products . Act as a bridge between business stakeholders and technical teams to ensure alignment of deliverables. Lead UAT planning, scripting, execution, and sign-off activities. Work on regulatory reporting (e.g., MiFID II, Basel III) and compliance-related initiatives. Manage project timelines, deliverables, and report on progress to senior management. Mentor junior analysts and provide thought leadership within the BA community. Required Skills and Experience: 10–15 years of experience as a Business Analyst in investment banking , asset management , or capital markets . Strong understanding of treasury operations , fixed income products , and capital markets front-to-back processes . Hands-on experience with Eagle Investment Systems (including STAR, Pace, and Data Management modules). Proficiency in documenting business/functional requirements and user stories using tools like JIRA, Confluence, Visio, etc. Knowledge of trade lifecycle , settlements, reconciliation, pricing, and valuations. Familiarity with data governance , market data feeds (Bloomberg, Reuters), and reporting. Experience with SQL and data analysis is highly preferred. Understanding of regulatory frameworks and compliance in capital markets. Excellent communication, stakeholder management, and problem-solving skills. Bachelor's degree in Finance, Business, or related field; MBA/CFA/FRM is a plus. Preferred Certifications: CFA , FRM , or Chartered Market Technician (CMT) Agile certifications like CSPO , PMI-PBA , or SAFe BA Why Join Us: Be part of strategic digital transformation initiatives in global capital markets. Opportunity to work with industry leaders and cutting-edge technologies. Competitive compensation and career development pathways.

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

Developing & Implementing Strategies to meet business objectives/ expansion Driving sales & revenue growth within region, focusing on achieving sales targets & expanding broking business. Team Leadership and Development Operational Oversight Required Candidate profile Strategic Planning Candidates who are able to strategically build a team consisting of Branch Managers & Dealers (Broking Industry), with substantial client trading portfolios, specifically HNI/UHNI Perks and benefits Annual Bonus + Benefits

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Job Summary To provide and ensure the timely and high-quality service and deliverables to leading private equity and funds clients under the guidance and direction from supervisors, allocated to you on a regular basis. Concentrates on delivering consistent results by focusing mainly on preparation of core processes, low complex ad hoc work and minimal client requirements. Performs self-review of core processes to demonstrate self-awareness in gaining productive insights into professional and personal strengths and areas of development. Support with the review and sign off NAV and Financials of the private equity funds that include recording journal entries, preparing monthly/quarterly/annual financials, processing payments, preparing investor notices and various client reporting. Support with the review of capital call and distribution workings along with notices and release to respective investors. Assist with conversion of Private Equity Funds from other accounting applications to Investran. Assist with onboarding new Private Equity Funds in the accounting platform (Investran, Paxus). This entails assisting in all reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. To assist in various accounting and administration processes and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. Core Responsibilities Responsible for the preparation of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for funds clients. To ensure all deliverables are timely and accurate Acquiring knowledge of designated clients' requirements and deliverables. Ensure compliance by following procedures and checklists following SSAE and other similar statutory requirements Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role Tasks & Duties Cluster Client Delivery Acquires knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to prepare deliverables. Ensures complete information, data, supporting documents, etc. are received for the preparation of the needed requirements. To acknowledge or to escalate the completeness of the information, data, supporting documents, etc. to the Senior Accountant. Delivers consistent and quality information within the agreed timeframes. Prepare, complete, and ensure the quality of the assigned clients’ deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s. To be able to review outputs and all other deliverables prepared. To address review comments. Takes ownership, prepares and replies to cluster/Client/Investor’s queries within 24 hours. Escalates any job-related issues and concerns to the appropriate authorities in a timely manner. Provides support to the rest of the team and other teams, as needed. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked knowledge and understanding of the clients’ agreements, Sets up, monitors, updates and closes all deliverables via the workflow planner Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Ensures relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Reports any breaches, complaints or errors to appropriate authorities in a timely manner. Assists in the preparation of error reports, identifies the areas of operational risk and participates in proposing appropriate remedial actions within 24 hours of identifying the error. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalates any other work-related issues and concerns to the appropriate authorities in a timely manner. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Being Resilient - Rebounding from setbacks and adversity when facing difficult situations Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Customer Focus - Building strong customer relationships and delivering customer-centric solutions Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels Plans & Aligns - Planning and prioritizing work to meet commitments aligned with organisational goals Manages Conflict - Handling conflict situations effectively, with a minimum of noise Interpersonal Savvy - Relating openly and comfortably with diverse groups of people Organizational Savvy - Manoeuvring comfortably through complex policy, process and people-related organisational dynamics

- 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

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12 ) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) _ Location - Mumbai , Chennai, Bangalore, Hyderabad, Telangana, Delhi, Kolkata, Ahmedabad, Kochi, Trivendrum, Coimbatore, Pune, Indore, Vadodra

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.7) Build AUM and client base as per the target defined by the company.8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr _ Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

Job Summary Concentrates in driving business growth and the development of talent. Spends time in reviewing and assessing overall team performance. Balances stakeholders by establishing good working relationship with the cluster counterparts and other support groups (e.g. HR, GPT, IT, BAT, etc.) Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work, and all other client requirements, as needed. Provides consistent feedback on accuracy and timeliness of outputs made by their AM teams. Responsible for reviewing and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, investor notices and various client reporting. Responsible for the review and completion of capital call and distribution workings along with notices and release to respective investors. To facilitate conversion of Private Equity Funds from other accounting applications to Investran/Paxus. To facilitate onboarding new Private Equity Funds in the accounting platform (Investran/Paxus). Monitors overall teams' results and performance based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others). Initiates and facilitates meetings to address overall teams' performance and develop/coach non-performing individuals. To facilitate various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures, as needed. (when AM is unable to, depending on capacity). As a supervisor, the Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to their direct reports and their team members (skip level), as needed. Ensures balanced work allocation across their teams and reallocates resources accordingly. Core Responsibilities Responsible for review of Financial Statements with Disclosures and other ad-hoc service requests for complex funds and/or corporate clients. Responsible for the preparation of complex reporting requirements, when necessary. Monitors the timely and accurate deliverables of their teams, and intervene, as necessary. Acquire knowledge to become specialists of their designated clients' requirements and deliverables. Monitors their teams' compliance as they follow procedures and checklists following SSAE and other similar statutory requirements of the clients their teams handle. Provides guidance and coaching to the team in both technical and more on the non-technical aspects of their role. Seeks knowledge and expertise for their own professional development. Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities Monitors the development and assigned trainings of their teams. Monitors and provides support to cluster counterparts escalations and involves the relevant stakeholders. Monitors the agreed timelines of deliverables with the cluster counterparts and provides support for escalations to ensure that their teams carry out the work, as agreed. To be able to effectively communicate and relate with various stakeholders of the team. Maintains and enhances relationships through crucial conversations. Monitors that all client cluster requirements are thoroughly being reviewed and follows standards. To act as an alternate for the Head of Delivery based on business needs which may include cluster client responsibilities, administrative tasks, and team management. Tasks & Duties Cluster Client Delivery Acquires functional knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to review and/or prepare deliverables. Monitors if the team has the needed information, data and supporting documents are received for the review/preparation of the needed requirements. Addresses and escalates issues, as needed. Monitors the consistency and quality of the deliverables within the agreed timeframes of the teams. Provides support (for timelines) and address issues (for quality), as needed. Provide support for the rest of the team and other teams by allotting additional capacity, as needed. At the same time, initiates the request for support needed from other teams. Monitors and communicates the review comments of the team and then follows up to address pending comments for preparers, as needed. To act as first line of escalations for the preparers of any requests not properly actioned by the CS Support team. (e.g. BAT, GPT) Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Assistant Manager. Reviews and acts as the team approver of submitted reports and compliance cases with root cause information, corrective action, and preventive measures in a timely manner. Responsible in discussing the details and actions done with the HODs and CDDs. Oversees the quarterly debrief meeting with the cluster to review the team's performance. Then addresses concerns and drives resolutions based on its criticality and complexity. Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed. Decides on escalated recommendations and if necessary, escalate to SMEs or technical team. Monitors and works with the Assistant Manager to enforce process standards across the teams. Acts as first level of escalation of issues/concerns from the funds assigned to their clusters. Supports Project Managers by functioning as SMEs, coordinating with stakeholders, and allocating resources. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked. Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their AM's and SA's). Reviews and pre-approves filed overtime of their team (AM's and SA's). Setups, monitors and updates all deliverables via the workflow planner in a timely manner, as needed. Monitors and ensures the completeness and accuracy of all deliverables via the workflow planner in a timely manner. Analyses and proactively manages team capacity deliverables by allocating needed resources/support. Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Monitors relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Monitors reported breaches, complaints or errors to appropriate authorities are acted upon in a timely manner. Acquires knowledge of risk factors and potential breach. Reviews and acts as the team approver of submitted reports and compliance cases with root cause information, corrective action, and preventive measures in a timely manner. Responsible in discussing the details and actions done with the HODs and CDDs. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalate any other work-related issues/concerns to the appropriate authorities and acted on in a timely manner. Participate in interviews, as needed. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Resourcefulness - Securing and deploying resources effectively and efficiently. Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders. Courage - Stepping up to address difficult issues, saying what needs to be said. Develops Talent - Developing people to meet both their career goals and the organisation's goals. Builds Networks - Effectively building formal and informal relationship networks inside and outside the organisation. Drives Results - Consistently achieving results, even under tough circumstances. Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. Persuades - Using compelling arguments to gain the support and commitment of others. Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals. Business Insight - Applying knowledge of business and the marketplace to advance the organisation's goals. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Decision Quality - Making good and timely decisions that keep the organisation moving forward.

Job Summary To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team. Main person who is accountable, has ownership of deliverables. Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, investor notices and various client reporting. Responsible in assisting in the review and/or preparation and completion of capital call and distribution workings along with notices and release to respective investors. To facilitate and assist with conversion of Private Equity Funds from other accounting applications to Investran. To facilitate and assist with onboarding new Private Equity Funds in the accounting platform (Investran/Paxus). This entails assisting in the review and/or preparation of all/and complex reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. Spends most of the time in driving results based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others) and optimizing the work performance of the team. To facilitate and assist various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. As a supervisor, the Assistant Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to team members. Core Responsibilities Responsible for review of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for complex funds and/or corporate clients. Responsible for the preparation of complex reporting requirements, when necessary. Manages and ensures the timely and accurate deliverables of the team. Acquire knowledge to become specialists of their designated clients' requirements and deliverables. Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements of the clients they handle. Provides guidance and coaching to the team in both technical and non-technical aspects of their role. Seeks knowledge and expertise for their own professional development. Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities. Directly liaises with the cluster counterparts of upcoming deliverables and the progress thereof, queries and other dependencies to carry out the work. To be able to effectively communicate and relate with the various stakeholders of the team. Submits cluster client requirements after thoroughly being reviewed. To act as an alternate for Managers based on business needs which may include cluster client responsibilities, administrative tasks, and team management. Tasks & Duties Cluster Client Delivery Acquires and shares specialized knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to review and/or prepare deliverables. Confirms that the complete information, data and supporting documents are received for the review/preparation of the needed requirements, then escalates and requests from the cluster counterparts any missing information. Ensures the delivery of consistent and quality information within the agreed timeframes of the team. Coordinates with the cluster the deadlines (and any changes) of deliverables then plans and assigns the workload within the team. Facilitate the request for support from peers, as needed. Prepare (if needed), completely review, and ensure the quality of the assigned clients’ deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s, when necessary. Reviews the reports generated by the team. To be able to review outputs and all other deliverables prepared. Monitors all review comments for all clients have been addressed. Monitors that their team takes full ownership and replies to cluster/Client/Investor’s queries within 24 hours. Addresses any job-related issues and concerns in a timely manner and escalates to the appropriate authorities, as needed. Communicates review comments to the team and then follows up to address pending comments for preparers. Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Accountant. Drafts error reports/compliance cases by collecting information on the root cause then proposes the corrective actions and preventive measures in a timely manner. Gathers and organizes the information needed for the quarterly debrief meeting with the cluster to review the team's performance. This includes consolidating review comments and action points to watch out for the following quarter. Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed. Decides on escalated recommendations and if necessary, escalate to SMEs/Manager or technical team. Standardizes and optimizes the efficiency of the process of their funds. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked. Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their SA's). Reviews and pre-approves filed overtime of their team (SA's). Sets up, monitors and updates all deliverables via the workflow planner in a timely manner. Oversees the accuracy and completeness of the workflow planner for the team. Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Champions compliance by ensuring relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Report any breaches, complaints, or errors to appropriate authorities in a timely manner. Acquires knowledge of risk factors and potential breach. Monitors and oversees drafts reports and compliance cases with root cause information. In the absence of a Senior Accountant, will draft the error reports/compliance cases, corrective actions and preventive measures based on collected root cause information in a timely manner. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalate any other work-related issues and concerns to the appropriate authorities in a timely manner. Participate in interviews, as needed. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Drives Results - Consistently achieving results, even under tough circumstances. Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. Directs Work - Providing direction, delegating, and removing obstacles to get work done. Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals. Resourcefulness - Securing and deploying resources effectively and efficiently. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Courage - Stepping up to address difficult issues, saying what needs to be said. Develops Talent - Developing people to meet both their career goals and the organisation's goals. Persuades - Using compelling arguments to gain the support and commitment of others. Business Insight - Applying knowledge of business and the marketplace to advance the organisation's goals. Builds Networks - Effectively building formal and informal relationship networks inside and outside the organisation. Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders. Decision Quality - Making good and timely decisions that keep the organisation moving forward.

5+ yrs of exp as a BA(QA) with good testing applications in investment management industry. Good understanding of portfolio, fixed income, risk. Preferable CFA 1.

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com