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3 - 8 years

4 - 8 Lacs

Nagpur

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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

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3 - 8 years

6 - 12 Lacs

Pune, Mumbai, Mumbai (All Areas)

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Role & responsibilities Preparing Daily Cash Flow and communicating to Fund Managers. Uploading various reports in Cash Management System. Identifying , verifying and timely utilization of all scheme wise collection in various bank account promptly. Responsible for timely redemption payout to all investors, funding respective bank scheme accounts, movement of fund from various collection account to operating account and transferring funds to scheme wise custody account on a timely basis. Monitoring of fund inflow in various banks for Liquid / Debt / Equity transaction and reporting the same to Fund Manager through Cash Flow System. Verifying all purchase transaction received in Cash Flow System and matching the credit received in various bank with the transaction received, ensuring all transaction are reported in Cash Management System by all Investor Service Executives. Preparing bank instruction and upload -electronically / through secured mode as per the format of bank and ensuring timely authorization of collection ensuring all transaction are processed by the bank before the RTGS / NEFT cut off time. Co-ordination with all Customer Service Team / Branch Coordinator across all locations, R&T agents, banks for resolution of queries relating to collection/redemption/transfers. Interacting with bankers with regard to the daily bank transactions. Preparation of projected / daily estimated Funding (Redemption outflow) and reporting the same to fund managers. Audit coordination (Annual / Concurrent /Internal / External ) Acting as a backup for Settlement desk.

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5 - 10 years

5 - 12 Lacs

Mumbai

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Openings in good MNC company this is Fintech domain.Candidate must have exp in Advent systems &Geneva,Fund Accounting–Hedge Fund/ Equity/Public Fund,Exp in Fund accounting&Mutual fund operations,corporate actions& FX’s,cash & holding reconciliations Required Candidate profile Expert inlocal equities , regional & international equities, Money Market, Fixed Income, Multi assets & Multi classes Any Query:8652547205/anisha@peshr.com /candidate ready to go Saudi Arabia

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3 - 7 years

9 - 13 Lacs

Bengaluru

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Position Title - Demand Planner Location Bangalore KA India Type - Hybrid Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who Make The World . Sound like you? Join our top-notch team of more than 50, 000 diverse and high-performing professionals globally who are making their mark on some of the world s most beloved brands, including DEWALT , BLACK+DECKER , CRAFTSMAN , STANLEY , CUB CADET , and HUSTLER . The Job: As a Demand Planner, you ll be part of our India supply chain team working as a hybrid employee. You ll get to: Analyze historical sales data, market trends, and other relevant information to develop accurate demand forecasts. Work closely with sales, marketing, and production teams to align demand forecasts with business objectives. Prepare and present regular reports on demand forecasts, inventory status, and supply chain performance. Conduct root cause analysis for demand forecast errors and implement corrective actions. Monitor inventory levels to ensure optimal stock levels are maintained Prepare and present regular reports on demand forecasts, inventory status, and supply chain performance. Identify and implement process improvements to enhance supply chain efficiency and responsiveness. Maintain and update demand planning systems and tools ensuring data accuracy & integrity with planning system Engage with key customers and suppliers to understand demand drivers and supply constraints. Lead or participate in cross-functional projects aimed at improving supply chain processes and systems. The Person: You love to learn and grow and be acknowledged for your valuable contributions. You re not intimidated by innovation. Wouldn t it be great if you could do your job and do a world of good? In fact, you embrace it. You also have: Insert description/requirements based on job . Strong ability to analyze complex data sets and derive actionable insights. Ability to collaborate effectively with cross-functional teams and stakeholders . High level of accuracy and attention to detail in data analysis and reporting Flexibility to adapt to changing business needs and priorities. Proactive approach to identifying opportunities for process improvements And More: We want our company to be a place you ll want to be - and stay. Being part of our team means you ll get to: Grow: Be part of our global company with 20+ brands to grow and develop your skills along multiple career paths. Learn: Have access to a wealth of learning resources, including our Lean Academy, Coursera , and online university. Belong: Experience an awesome place to work where we have mutual respect and a great appreciation for diversity, equity, and inclusion. Give Back: Help us continue to make positive changes locally and globally through volunteerism, giving back, and sustainable business practices. What s more, you ll get that pride that comes from empowering makers, doers, protectors, and everyday heroes all over the world. We re more than the #1 tools company. More than a driving force in outdoor power equipment. More than a global leader in industrial. We re visionaries and innovators. As successful as we ve been in the past, we have so much further to go. That s where you come in. Join us! #Hybrid We Don t Just Build The World, We Build Innovative Technology Too. Joining the Stanley Black & Decker team means working in an innovative, tech-driven and highly collaborative team environment supported by over 58, 000 professionals in 60 countries across the globe. Here, you ll get the unique chance to impact some of the world s most iconic brands including STANLEY TOOLS, DEWALT, CRAFTSMAN, MAC TOOLS and Black + Decker. Your ideas and solutions have the potential to reach millions of customers as we work together to write the next chapter in our history. Come build with us and take your career to new heights. Who We Are We re the World s largest tool company. We re industry visionaries. We re solving problems and advancing the manufacturing trade through innovative technology and our Industry 4. 0 Initiative. We are committed to ensuring our state-of-the-art smart factory products and services provide greater quality to our customers & greater environmental and social value to our planet. We are unique in that we have a rich and storied history dating back to 1843, but that hasnt stopped us from evolving into a vibrant, diverse, global growth company. Global Benefits & Perks You ll be rewarded with a competitive salary plus receive entitlements and benefits unique to your country of hire. What You ll Also Get Career Opportunity: Career paths aren t linear here. Being part of our global company with 60+ brands gives you the chance to grow and develop your skills along multiple career paths. Learning & Development: Our lifelong learning philosophy means you ll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Diverse & Inclusive Culture: We pride ourselves on being an awesome place to work. We respect and embrace differences because that s how the best work gets done. You ll find we like to have fun here, too. Purpose-Driven Company: You ll help us continue to make positive changes in the local communities where we work and live as well as in the broader world through volunteerism, giving back and sustainable business practices.

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1 - 2 years

8 - 9 Lacs

Pune, Mumbai

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Candidate to know basic accounting concepts such as What is Assest? Fixed income asset class. What is Liabilities? What is Equity? What is Revenue? What is Expenses? Is unrealised gain comes as Assest or Liability? What is NAV cycle? Excel

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3 - 6 years

5 - 8 Lacs

Pune

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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.

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8 - 13 years

7 - 11 Lacs

Visakhapatnam

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Role & responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team members. Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets. Ensure compliance as per various regulator and organization guidelines. Cross Selling of Third Party Products- LI, MF, FD, Bonds etc

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0 - 5 years

2 - 5 Lacs

Jalandhar, Chandigarh

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Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@Divyakalyanwat@rathi.com/ 8306147406 and can also refer your friend/Colleagues as well.

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0 - 5 years

2 - 5 Lacs

Bathinda, Gobindgarh, Patiala

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Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@Divyakalyanwat@rathi.com/ 8306147406 and can also refer your friend/Colleagues as well.

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2 - 5 years

4 - 7 Lacs

Mumbai

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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.

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4 - 6 years

2 - 4 Lacs

Bengaluru

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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/Applicant needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate/Applicant 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 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/Applicant has assisted in creating proper backups through adequate cross training, within the department Your skills and experience Experience / Exposure Experience in handling Cash and Position reconciliation.(Preferred) Knowledge of Trade Life Cycle. Preferred Knowledge of Financial products like Debt, Equity, Derivatives etc. 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. 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.

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6 - 8 years

8 - 11 Lacs

Bengaluru

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As an Associate of Employee Compliance in Central Compliance, primary focus will be to review, approve and monitor employee activity within the Personal Account dealing Trading, Employee Trade Surveillance and Consequence Management for APAC, Americas and EMEA region. Team / division overview The Employee Compliance Department protects the Bank by advising on ethical conduct, identifying regulatory solutions, safeguarding integrity and reputation, and promoting, in partnership with the business, a culture of Compliance. Given the increasing regulatory scrutiny and the need to implement a robust and globally consistent control framework, an effective Central Compliance function is a key component to the Departments success. Your key responsibilities As a Reward Specialist you will: Hands on experience in various processes of Employee Compliance - Personal Account dealing Trading, Outside Business Interests, Private Investments, Employee Trade Surveillance and Consequence Management. Liaise with Country Compliance Officers, the business, Operations or Technology in the development, review, testing and/or enhancement of procedures Ability to multi task, the prospective candidate will be dealing with multiple requests. It is critical that requests are managed in an orderly and timely manner Preparing MI and Tracking KPIs and Status updates for senior management. Handle the team of Analysts and Senior Analysts, Team management and People Development. Handling the BAU of the process along with the process escalations, Stakeholder management, Global projects. Your skills and experience Bachelors or Masters in Commerce and Finance. The candidate should have minimum 6 to 8 years prior experience in Investment Banking Operations. Having an exposure to Compliance Operations or performing Compliance related roles is a plus. Must be detail oriented, Strong communicator, comfortable in presenting and explaining analysis to senior management Knowledge/experience with array of financial products (including stocks, bonds, equity/credit derivatives) Advanced MS Excel and PowerPoint skills (pivot tables, experience with large data sets, proficient in data manipulation and presentation) Team player with great attitude and work ethic, ability to multi-task on several different assignments/projects, works well under pressure and meet deadlines Strong attention to detail, coupled with strong problem solving skills Very good Microsoft Office skills (Word, PowerPoint and especially Excel)

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1 - 5 years

2 - 3 Lacs

Bhavnagar, Udaipur, Ahmedabad

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- Reactivate the inactive clients and do Order Punching - Client base of inactive 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 - Should be ready to achieve Brokrage generation, cross selling and reactivation taget - NISM 8 Certificate - 6 months of Expe in Stock Market. - can also send CV at popularplacement@yahoo.com

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3 - 7 years

5 - 9 Lacs

Mumbai

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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.

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2 - 4 years

4 - 6 Lacs

Mumbai

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Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if 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 as per compliance and risk. Keeping the clients updated on their orders.

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1 - 6 years

1 - 3 Lacs

Nasik, Aurangabad, Mumbai (All Areas)

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- Rsaleseport at the branch daily. - 100 % Lead based work. - Individual sales role. - Build relationship with colleagues. - Schedule meetings with customer. - Explain and sell your product. - Close leads into Required Candidate profile fresher can't apply Graduation is a must Age must be in between 21-38 Minimum 1 + years experience in Sales and Marketing BFSI work experience preferred Bike mandatory

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1 - 6 years

1 - 3 Lacs

Nasik, Aurangabad, Mumbai (All Areas)

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- Report at the branch daily. - 100 % Lead based work. - Individual sales role. - Build relationship with colleagues. - Schedule meetings with customer. - Explain and sell your product. - Close leads into sales Required Candidate profile fresher can't apply Graduation is a must Age must be in between 21-38 Minimum 1 + years experience in Sales and Marketing BFSI work experience preferred Bike mandatory

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1 - 3 years

6 - 8 Lacs

Guntur, Kurnool, Hyderabad

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1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification Locations:-Hyderabad, Vishakhapatnam, Guntur, Kurnool, Vijayawada, Bangalore, Cochin, Kochi, Chennai, Nagpur, Pune, Mumbai, Ahmedabad, Surat, Baroda, Rajkot, Chandigarh, Bhopal, Indore, Dehradun, Gwalior, Patna, Delhi, Guwahati, Chandigarh, Ranchi, Trivandrum, Thrissur, Aurangabad, Ludhiana, Jaipur, Udaipur, Lucknow, Lucknow, Noida, Kolkata

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3 - 8 years

2 - 5 Lacs

Ahmedabad, Patna, Kolkata

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Senior Relationship Manager - Stock Broking Company Note: Only Apply if you have broking industry experience JOB DESCRIPTION :- Responsible For Heading Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base Required Criteria: 1 to 5 Year of experience into Securities Market /stock broking firm Should be able to achieve targets. Excellent in communication. Should be multi tasking.

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5 - 10 years

8 - 12 Lacs

Delhi NCR, Lucknow, Kolkata

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Branch manager - stock broking company Exp - 5 - 10 years Salary upto 12 lpa Location - Prayagraj, Lucknow, Gwalior, ludhiana, Kolkata, moradabad, Rajkot JOB DESCRIPTION :- Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base Required Criteria: Min. 5 Year of experience into handling Team into Securities Market /stock broking firm Should be able to achieve team targets. Excellent in communication. Should be multi tasking.

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0 - 1 years

2 - 3 Lacs

Sonipat/Sonepat, Faridabad, Yamunanagar

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What about Role We are looking for a passionate and motivated person to join our team as a Civic Fellow. In this role, you will work closely with your local community , to solve one problem. Which should align with constitutional values, and help build community leadership. This position is for people who care about empowering youth, promoting social justice, and driving real change, real impact in communities. Youll have the chance to grow as a leader by gaining hands-on experience and getting involved in grassroots socialism. As a Fellow, you ll be actively involved in developing and running programs that spread constitutional values, while also receiving training and guidance to help you become a changemaker in your community. Key Responsibility 1. Community engagement and outreach: Connect with the local leaders, sarpanch, Anganwadi, school, Primary Health Centre, self help groups in the community to identify one of the key issue/problem/opportunity to improve. Work along with stakeholders like community leader, SHGs group and Panchayat members to understand the unique challenges of the community. Work closely with them to draft long term solutions. 2. Learning and Development : Engage in the workshop, training sessions and discussions that explore contemporary social issues, including gender quality, caste discrimination, governance and human rights Learn to adapt and apply constitutional values in addressing local community challenges Assist in facilitating learning sessions on social issues leadership, and skills such as communication , organisation and advocacy 3. Facilitate Community Action Support local groups in identifying local issues and developing action Plans to bring about change in their communities. Work closely with the local leaders, and stakeholder of you idea to implement community - drive projects that promote inclusivity , justice and equity 4. Document and reflect Keep track of the personal and program through regular reflection and feedback sessions Who We Are Looking For: Recent graduates with a strong academic background Passionate about social change in the community Excellent communication , collaboration and problem solving skills Strong work ethics, self motivation, and a commitment continues learning Fluency in local language (specify languages if relevant) What We Offer: An enriching and transformative two-year experience contributing to a noble cause. Opportunity to develop a comprehensive skillset in teaching, community engagement, and leadership. Mentorship and support from experienced education professionals. Competitive stipend and benefits package. The chance to be part of a dynamic and impactful organization. If you are a passionate individual who believes in the power of education to transform lives, we encourage you to apply!

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1 - 3 years

3 - 5 Lacs

Mumbai

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Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to High Net worth Customers New Client Acquisition Building of MTF Book.

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1 - 5 years

3 - 5 Lacs

Ahmedabad

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Job Title: Equity Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 9822463775

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4 - 9 years

9 - 13 Lacs

Chennai, Pune, Delhi

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1. Aggressively drive the sales numbers and achieve the business targets for Home Equity and through cross selling while continuing to enhance and upgrade the client relationships. 2. Retain and expand the companys base of customers for Home Equity and LAP channel(Loan Against Property) so as to ensure repeat business or referrals 3. Maximize sales through a network of DSA / Direct Sales / CA / Builders and by effectively managing connector and builder relationships to ensure strong business. 4. Facilitate the development of a robust business plan so as to improve the disbursal patterns 5. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Sales Planning and Team Management 1. Optimize team productivity by effectively leading the team of sales managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area 2. Align with the team on ground lead generation activities for Sales. 3. Lead and supervise the sales team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance 1. Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies 2. Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. 3. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualification - Graduate / Post Graduate

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4 - 6 years

18 - 20 Lacs

Pune

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Minimum 4-6 years of development experience in BizTalk Server, preferably in BizTalk Server 2016/2013 Should have exposure in development of following BizTalk artifacts. Schema Maps Pipelines Orchestrations Custom components\ helper classes Adapters (Preferably in WCF adapters, SQL, File, FTP) BizTalk Admin Console Deployment Experience in XSD, XSLT Well versed with .NET programming experience (C#.NET & Web/WCF Services) Experience in Cloud and Hybrid Integration design and development Experience in Logic Apps, Event Grid, Service Bus, Functions and API Management. Ability to work in autonomous, structured, and well-organized way with right priorities Good written and verbal English communication skills Good to have: Experience in implementation of CI/CD Pipeline in Azure. ITIL Certified Knowledge of the ITIL configuration management processes and other ITIL processes Experience in SSIS PL/SQL procedures, triggers Working knowledge of database Good understanding of working in an agile setup

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Exploring Equity Jobs in India

The equity job market in India is thriving with opportunities for professionals looking to build a career in this field. With the growth of the financial sector and increased investments in Indian companies, there is a high demand for skilled individuals who can navigate the world of equity markets.

Top Hiring Locations in India

  1. Mumbai
  2. Bangalore
  3. Delhi
  4. Hyderabad
  5. Chennai

Average Salary Range

The salary range for equity professionals in India varies based on experience and expertise. Entry-level positions may start at around ₹4-6 lakhs per annum, while experienced professionals can earn upwards of ₹15-20 lakhs per annum.

Career Path

In the equity field, a typical career path may include roles such as Equity Analyst, Investment Banker, Portfolio Manager, and eventually progressing to positions like Head of Equity Research or Fund Manager.

Related Skills

In addition to expertise in equity markets, professionals in this field may also benefit from skills such as financial modeling, data analysis, risk management, and knowledge of regulatory frameworks.

Interview Questions

  • What is the difference between equity and debt markets? (basic)
  • How do you determine the value of a company's stock? (medium)
  • Can you explain the concept of beta in equity investments? (medium)
  • How do you stay updated with market trends and news? (basic)
  • Describe a time when you made a successful investment decision. (medium)
  • How do you assess the risk associated with an equity investment? (advanced)
  • What are the key factors you consider when analyzing a company's financial statements? (medium)
  • How do you handle a situation when your investment thesis does not play out as expected? (advanced)
  • Can you explain the impact of interest rates on equity markets? (medium)
  • How do you evaluate the performance of a stock portfolio? (medium)
  • What are the different valuation methods you use in equity research? (advanced)
  • How do you approach sector analysis in equity research? (medium)
  • Can you explain the concept of P/E ratio and its significance in equity analysis? (medium)
  • How do you assess the competitive landscape of a company in equity research? (medium)
  • Describe a recent market trend that has influenced your investment decisions. (medium)
  • How do you incorporate macroeconomic factors into your investment strategy? (advanced)
  • What are the key regulatory considerations in equity investing? (medium)
  • How do you determine the optimal asset allocation in a portfolio? (advanced)
  • Can you explain the concept of alpha in equity investments? (medium)
  • How do you evaluate the management team of a company in equity research? (medium)
  • Describe a challenging investment decision you had to make and how you approached it. (advanced)
  • How do you assess the liquidity risk of an equity investment? (medium)
  • What are the key differences between fundamental and technical analysis in equity research? (medium)
  • How do you approach company valuation in the technology sector? (advanced)
  • Can you discuss a recent industry trend that has impacted equity markets? (medium)

Closing Remark

As you explore equity jobs in India, remember to stay updated with market trends, hone your analytical skills, and showcase your passion for investments during interviews. With the right preparation and confidence, you can embark on a successful career in the dynamic world of equity markets. Good luck!

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