1221 Equity Jobs - Page 49

Completing the below tasks for low complexity clients Producing quarterly manager commentary by assessing the performance of fund/investment strategies Preparing performance report for DC and DB plans which includes structured discussion on performance results of fund managers and make recommendation to hold/liquidate investment managers Assisting the other team members with their reports and commentaries

As a trusted advisor and coach, you are the person with the expertise in Enterprise Sales, Business, and Technology Architecture that can match customer needs to the capabilities of the Anaplan solution. In addition to excellent sales skills, the Enterprise Account Executive should possess exceptional customer management experience at the C-level. What you ll be doing: Engaging and targeting some of the biggest or key enterprise clients from the BFSI industry in India. Lead the end-to-end sales cycles- Discover, qualify, strategies, solutions, negotiate & close, while developing complex sales plans and sales cycles. Building and maintaining a pipeline of high-quality opportunities. Generate business in new customers and within the installed base, partner with clients on their journey to outpredict, outplan and outperform their competition. Engaging with C-level executives, key decision makers & influencers to identify their vision/ pain points and position Anaplan s unique ability to build connections and collaboration across organization silos Utilizing Anaplan s value-based selling methodology. Forecast sales activity and revenue achievement while nurturing satisfied customers that can be referenced in future sales cycles. Developing strong and collaborative relationships with customers, partners, and the internal Anaplan team to drive successful outcomes in your territory. More about you: 10 plus years of successful Software sales/ SAAS/ PAAS experience with extensive experience selling to BFSI/ Banking & Financial Services clients in India Experience handling enterprise-level accounts, experience selling complex opportunities with a solid track record of closing large ACV deals. Ability to influence C-level executives and navigate complex ecosystem Expertise in mobility and digital strategy. Executive-level communication and interpersonal skills.

Immediate Joiner Preferred. Role & Responsibilities: Set up the processes and manage the secretarial compliances for the main company and its subsidiary/associate companies. We are seeking a qualified Company Secretary to provide administrative and governance support to our Board of Directors. The successful candidate will ensure compliance with regulatory requirements, maintain accurate records, and provide guidance on corporate governance matters. 1. Ensure compliance with relevant laws, regulations, and corporate governance standards. 2. Prepare and maintain accurate and up-to-date records, including minutes of Board meetings. 3. Provide administrative support to the Board of Directors, including coordinating meetings and preparing agendas. 4. Develop and implement policies and procedures to ensure effective governance. 5. Collaborate with external advisors, such as lawyers and auditors, as necessary. 6. Provide guidance on corporate governance matters, including compliance with listing rules (if applicable). 7. Develop and maintain relationships with stakeholders, including shareholders, regulators, and employees. 8. Ensure timely filing of statutory returns and compliance with regulatory requirements. 9. Maintain confidentiality and handle sensitive information with discretion.

The overall purpose and main responsibilities are listed below: To c reate complex and specialized content without supervision ; m anage end-to-end publication/medical education content development process including documentation and approval in PromoMats/ iEnvision (previously- Datavision/MATRIX ) ; d evelop and maintain therapeutic area expertise ; coach and r eview content created by junior scientific writers ; w ork in close collaboration with peers/team to develop best practices ; and c ollaborate effectively with stakeholder s People: (1) Maintain effective relationship with the end stakeholders (medical scientific community) within the allocated Global Business Unit and product - with an end objective to develop education and communication content as per requirement ; (2) I nteract effectively with health care professionals on publication content ; and (3) Constantly assist junior writers in developing knowledge and sharing expertise Performance: (1) Provide publication/medical education material (slide deck, abstract, poster, manuscript etc.) as per agreed timelines and quality and (2) Provide strategic support with individuals and institutions, which may serve as resources for publications purpose Process: (1) Develop complex publication/medical education material ; (2) Support medical communication and develop subject matter expertise for the assigned therapeutic area(s) ; (3) Assist the assigned scientific communication team in conducting comprehensive publication-need analysis ; (4) Implement the publication plan and associated activities for the year identified for the region ; (5) Work with selected vendors within the region to deliver the required deliverables as per defined process ; (6) Leverage advanced training delivery tools and techniques thereby enhancing the effectiveness of training delivery ; and (7) Design an overall plan of action based on end-user feedback and improve course content and delivery Stakeholder: (1) Work closely with scientific communication teams in regions/areas to identify publication need and assist in developing assigned deliverables and (2) Liaise with medical department to prepare relevant and customized deliverables About you Experience : >4 years of experience in content creation for the pharmaceutical/healthcare industry, or academia Soft skills : S takeholder management; c ommunication skills; and abi lity to work independently and within a team environment Technical skills : As applicable (including but not limited to therapeutic area/domain knowledge exposure; publication submission; and/or project management) Education : Advanced degree in life sciences/pharmacy/similar discipline or medical degree Languages : Excellent knowledge of English language ( spoken and written)

The overall purpose and main responsibilities are listed below: Assist HEVA team in assigned therapy area portfolio to plan and generate robust health economics and value based evidence to maximize the value propositions from both a global and US perspective working within the Market Access tripod Contribute to the execution of quality research projects, economic models, trial design recommendations and other activities in support of programs/products Seek opportunities to innovate HEVA value identification, evidence generation and dissemination process/plan to increase the relevance and impact of HEVA evidence to ensure reimbursement decisions optimal access Develop and maintain TA expertise People: (1) Support and maintain effective relationships with key stakeholders (2) Work effectively with global HEVA teams across various time zones Performance: (1) Contribute in the HEVA evidence generation plan: Support activities for research plan for pre-launch, launch and post-launch evidence for investigational and marketed drugs; Evidence generation plan includes burden of illness studies, epidemiology, literature reviews, meta-analysis, retrospective, and prospective observational studies, economic evaluations, development and analysis of patient-reported outcomes; Provide support with individuals and institutions, which may serve as resources for evidence generation purpose, etc. (2) Support execution of approved HEVA study(s) and manage ongoing study(s) if required: Supports the manager/HEVA product lead to manage and execute research studies to support the clinical, economic and humanistic value of products; Studies include but are not limited to burden of illness studies, epidemiology, literature reviews, meta-analysis, retrospective and prospective observational studies, economic evaluations, and patient-reported outcomes (3) Support development of core value dossier (CVD) and AMCP dossiers and provide strategic direction Process: (1) Assist HEVA team in development of HEVA strategic evidence material (2) Contribute in development of core HEVA strategic evidence generation processes, templates, and products across the portfolio in accordance to the scientific and value messages aligned with CVD, the US AMCP dossier, and HEVA contributions as appropriate to other submissions (3) Maintain adherence to the evidence generation guidelines and other standards relevant to HEVA evidence generation processes Stakeholder: (1) Work with HEVA, RWE, Clinical, Medical Affairs, Marketing, External Affairs and Market Access global or local teams in regions/areas to identify evidence generation and dissemination needs and assist in developing assigned deliverables (2) Assist HEVA team to prepare relevant & customized deliverables for these Teams About you Experience : 5 + years of experience in HEOR for the pharmaceuticals industry, CRO consultancy or academia. Soft skills : Stakeholder management; writing/communication skills; external engagement and ability to work independently and within a team environment Technical skills : Strong analytical skills to translate clinical and economic information and messages into payer evidence strategies Education : Advanced degree in life sciences/pharmacy/similar discipline or medical degree Languages : Excellent knowledge of English language (spoken and written)

Role & responsibilities - To execute trades as instructed with agility and precision. - To be able to maintain excel records of all trades. - Punctuality and ability to respond fast when in work pressure. Preferred candidate profile - Basic Microsoft Excel and Word. - Basic understanding of Equities, Futures and Options. - NISM Series 8 is a must. - Any experience with a trading terminal (XTS, Odin, Greeksoft) shall be preferred. - Good communication (language is not important but should understand basic English terms). Perks and benefits - All national holidays and Saturday & Sunday off. - Working hours (8:45 am to 5 pm)

Job Requirements Phenom Intro : Our purpose is to help a billion people find the right job! Phenom is an AI-Powered talent experience platform that is redefining the HR tech space. We have grown into a global organization with offices in 6 countries and over 1,500 employees. As an HR tech unicorn organization, innovation and creativity is within our DNA. Come help us make every talent moment Phenomenal! Job Summary: As a PDE II Backend Engineer at Phenom People, you will be responsible for designing, developing, and maintaining the backend infrastructure of our talent experience management platform. You will work closely with our product and design teams to deliver high-quality and scalable solutions that meet the needs of our clients. This is a great opportunity for someone who is passionate about technology and wants to make a significant impact in the HR tech industry. What youve to do: - Design and develop backend systems and APIs for our talent experience management platform - Collaborate with cross-functional teams to understand business requirements and translate them into technical solutions - Write clean, efficient, and well-documented code - Optimize and maintain the performance of existing backend systems - Troubleshoot and debug production issues in a timely manner - Stay updated with the latest technologies and industry trends to continuously improve our platform - Mentor and guide junior engineers in the team - Bachelors or Masters degree in Computer Science or a related field - Minimum of 2 years of experience in backend development - Strong knowledge of programming languages such as Java, Python, or C++ - Experience with database design and management - Familiarity with cloud computing and microservices architecture - Excellent problem-solving and analytical skills - Ability to work in a fast-paced and collaborative environment - Strong communication and teamwork skills Work Experience What youve done 4+ years of Software Development experience in Core Java, MongoDB, Algorithm, Data Structures, Design Patterns., Strong experience with Micro services and distributed systems. Experience in defining architecture and leading teams in design development Experience with Cloud (AWS and Azure) deployments Solid written and verbal communication skills Able to thrive in a fast-paced environment Engineering Graduates / Post-Graduates from premier institutions are preferred. Graduates from IIT, BITS, NIT are preferred. More than 2 years of hands on product engineering experience. Benefits We want you to be your best self and to pursue your passions! Health and wellness benefits/programs to support holistic employee health Flexible hours and working schedules, as well as parental leave for new parents Growing organization with career pathing and development opportunities Tons of perks and extras in every location for all Phenoms! Diversity, Equity, Inclusion Our commitment to diversity runs deep! Diversity is essential to building phenomenal teams, products, and customer experiences. Phenom is proud to be an equal opportunity employer taking collective action to build a more inclusive environment where every candidate and employee feels welcomed. We recognize there is more to be done. Our teams are committed to continuous improvement until these powerful ideas are ingrained in our culture for Phenom and employers everywhere!

FLEET Management Limited Our 30-year journey rides on the passion of over 27,000 seafarers and 1,000 onshore professionals. Today, we are one of the largest independent third-party ship management companies managing over 650+ diverse types of vessels. Headquartered in Hong Kong SAR, China, we operate on a global scale having 27 offices in 12 countries. Our client base spans over 100 world-class ship owners, including Fortune 500 companies from China, Greece, India, Japan, Korea, Netherlands, Norway, Turkey and the USA, among others. In a shore career at FLEET, you will be working with a team of a highly passionate, self-driven and committed group of people. We aim to be a place where you can achieve your full potential, regardless of your background. We are looking for individuals who are ambitious about making a strong contribution to FLEET s short and long-term sustainable growth - whether you are dealing directly with clients or working in a role supporting the business, such as technology, legal or communications. Job Position Summary The FPD Support and Manning Staff is the link between the Manning Offices and the Technical and FPD Departments. Handle/Co-ordinate all Paperwork including licenses / Courses / Medical / Contracts for Crew embarkation. Key Roles and Responsibilities To liaise with the manning offices / vessels and ensuring all documents for lined up candidates are valid. To review on a daily basis messages from vessels with a focus on urgent matters such as medical, disciplinary etc. To liaise with manning offices to ensure the proper and timely processing of licenses of lined up candidates and to maintain a database of the licensing status including those applied for in Hong Kong. To Liaise with Owners for proposals/approvals of selected candidates. In liaison with Accounts and Tech departments to monitor/process agency D/A invoices for payments. To maintain adequate stock of necessary application forms. To keep abreast of the licensing requirement of the different Flags, time and documents required for processing and their fee structure. To assist in controlling costs by monitoring crew wages, agency fare, airfare etc. and to keep track of expenses incurredtowards licensing and certifications and advise the vessel in order make necessary deductions from the staff. To obtain full style of agents from the vessel or the operators and to liaise with agents for crew changes and to commit the costs in order to ensure a smooth repatriation. To maintain updated agents, address book for ready reference. In consultation with the various consulates to keep updated with the time/documents required and cost involved forobtaining various visa. To assist the Executive Director - Manning & Operations with renewal of CBAs and Special Agreements. To arrange hotel bookings for office staff and ship s staff in Hong Kong. To carry out any other tasks that may be assigned by the Marine Superintendent Fleet Personnel Department. Job Experience, Functional Knowledge and Qualifications Degree holder of any faculty with minimum 1-2 years of work experience in shipping industry Experience in documentation in shipping industry dealing with shore-based requirements. Good Communication Skills Excellent on MS-Office Good Negotiation skills Must be able to work and recruit to tight deadline .

Opportunity Details QRR-3991 Support Consultant (Hybrid Work Schedule) Pune, India or Bangalore, India Apply Now Share This Copy URL Support Consultant (L4) Location: Pune, India or Bangalore, India Model of Work: Hybrid About Quorum Software Quorum Software connects people and information across the energy value chain. Twenty years ago, we built the first software for gas plant accountants. Pipeline operators came next, followed by land administrators, pumpers, and planners. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. Our vision for the future connects the global energy ecosystem through cloud-first software, data standards, and integration. The trusted source of decision-ready data for 1,800+ companies, Quorum Software makes the essential connections that let us work better together in the connected energy workplace. For more information, visit quorumsoftware.com Be a part of our legacy Quorum Software is the worlds largest provider of digital technology focused solely on business workflows that empower the next evolution of energy. From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorums proven innovation and unmatched global expertise to streamline business operations and make data-driven decisions that optimize profitability and growth. Our industry-leading solutions are transforming energy companies across the entire value chain, helping visionary leaders evolve their organizations into modern energy companies. Who we are looking for: Are you excited by challenges Do you enjoy working in a fast-paced, international and dynamic environment Then now is the time to join Quorum Software, a rapidly growing company and industry leader in oil & gas transformation. What You Will Do: Run, Maintain and Support new and existing product functionalities. Triaging and debugging of customer-reported issues as per standards, guidelines, and processes. Handling and resolving customer reported issues issues as per SOP. Should have the ability to understand requirement(s) and architecture. Completion of tasks in scheduled time and required quality Communicate with local and remote teams. Weekly/monthly/quarterly reporting. And other duties as assigned. What to Bring: Technologies and methodologies: Knowledge and experience of Energy Component (EC) SQL/PLSQL Good communication Support mindset Adherence to standards, schedules and processes as per company standards. Self-Motivated. High quality of deliverables. Timely completion of deliverables. Understanding of customer requirement workflows. Innovation/smart way of working/taking initiatives Team player ITIL basic knowledge Oil & Gas domain knowledge Additional Details Visa Sponsorship : Employment eligibility to work with Quorum Software in India is required as the company will not pursue visa sponsorship for this position. About Quorum Software Quorum Software connects people and information across the energy value chain. Twenty years ago, we built the first software for gas plant accountants. Pipeline operators came next, followed by land administrators, pumpers, and planners. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. Our vision for the future connects the global energy ecosystem through cloud-first software, data standards, and integration. The trusted source of decision-ready data for 1,800+ companies, Quorum Software makes the essential connections that let us work better together in the connected energy workplace. For more information, visit quorumsoftware.com . Quorum Diversity Statement : At Quorum, we are committed to fostering, cultivating, and preserving a culture of belonging. We want to be the place where a diverse pool of talented people join us, stay with us and do their best work. With a diverse team of employees, we grow and learn better together. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture, but our reputation and our achievements. We are fully focused on equity and equality and believe deeply in diversity of race, gender, sexual orientation, age, religion, ethnicity, national origin, ability, neurodiversity and all the other characteristics that make us unique. Quorum Business Solutions and Quorum Software are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a member of the Human Resources Department

Location: Calicut, Kerala, India Job ID: 81057 We Elevate... Quality of urban life Our elevators, escalators, and moving walks safely transport more than two billion of us up and down buildings and across transportation hubs every day.As part of the Schindler team, you ll discover meaningful work that enhances quality of life for communities, and contribute to making places more accessible, inclusive, and sustainable for all. We combine innovation, safety, and high ethical standards, ensuring respect both among colleagues and for the world around us. By joining us, you don t just become part of our success story; you help shape the future and continue our rich legacy that started back in 1874. Schindler India is a 100% owned subsidiary of Schindler Group headquartered out of Mumbai and is backed by 5000+ employees who are spread across the length and breadth of the country. Besides business operations, Schindler India has its own Corporate R&D Centre, Elevator and Escalator Factory and Shared Service Centre to support India operations, which is in-fact one of the fastest growing market now globally. Join us as a Group Leader- Service and Maintenance (Supervisor) Your main responsibilities Optimize the branch staffing of service technicians, by planning the personnel needs including route organization, workloads and training Lead the EI Team to ensure customer and employee satisfaction, adding value to the business, quality of work and operational efficiency. Manage problem solving of sick units and monitor Mean Time Between Callbacks (MTBC) improvement. Execute and solve retrofits, Directive Letter to Field Information (DLFI) and non-conformities. Manage repairs from offer to order including the collection of bad debts. Manage the Modernization Transformation What you bring For the Assistant/Area Manager - Existing Installations position, Schindler seeks people with: Expertise Desired experience in similar industry (with preferred exposure to service and maintenance) for overall 10 years and preferably 3 years in E&E industry. Knowledge and Skills Desired E&E product knowledge, safety procedures knowledge, organization and planning skills, people management skills, customer oriented behavior, Schindler Leadership Framework behaviors required. Education Bachelor s degree in Technical, Mechanical, Electrical or Electronics Engineering. MBA (preferred) What s in it for you Join our purpose-driven organization. Help shape an industry in which two billion people rely on our products and services every day. Your development matters to us. We help you grow by offering the support you need to develop your skills and access a rewarding and fulfilling career. Thrive in a diverse and supportive culture. Through local and global initiatives, we promote a culture of inclusion which celebrates diversity and ensures that everyone feels valued. We Elevate Your Career Become part of our team, help us enhance quality of life and drive innovation while raising the bar for safety and sustainability. We value your diverse skills and perspectives as together we shape the sustainable cities of today and tomorrow. Are you ready to embark on a new journeyJoin #TeamSchindler! Discover more on our career website . At Schindler Group we value inclusion and diversity, and practice equity to create equal opportunities for all. We endeavor that all qualified applicants will receive consideration for employment without regard to age, race, ethnic background, color, religious affiliation, union affiliation, gender, gender identity, sexual orientation, marital status, national origin, nationality, genetics and health or disability. Any unsolicited application from Recruitment Agencies is deemed to be rejected and does not constitute in any manner an offer from a Recruitment Agency. We Elevate

Immediate Requirement - Relationship Manager / BDE Demat selling - Cross selling of products Like SIP, Insurance, Demat, Mutual Fund Need to maintain relations with his clients and with the team members. Job Location: Borivali Mumbai Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives

Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification:graduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

5–7 years of experience in financial services, with at least 2–3 years in a managerial role. strong understanding of equity, insurance, mutual funds, loans, and other financial products, along with the ability to lead a team and drive business growth Required Candidate profile • Develop and implement branch-level sales strategies to achieve financial targets. • Promote equity, insurance, mutual funds, loans, and other financial products to meet client needs.

Job title Senior Research Analyst Location Powai, Mumbai Experience 2-5 years Notice Period Not more than 30 days Job Duties Create on-demand discrete deliverables (i.e. industry / company profiles, market maps, detailed comparables etc.) Prepare detailed profile of select industry/company, which includes market size, key drivers, risks, business models and competitive overview Create in-depth operational and financial benchmarking for select sectors Build trading and transaction comps to arrive at appropriate valuation multiple for target companies using Capital IQ, Spread historical financials/metrics of private/public companies in excel Build company and industry presentation decks capturing key investment thesis Qualification MBA in Finance from premier institution or Chartered Accountant Skills Required Strong accounting knowledge with ability to build detailed financial models Excellent Excel and PowerPoint skills (must) Experience in Investment banking and/or private markets High level of attention to details and accuracy Strong communication skills – should be able to articulate well with clients over phone and email in English Knowledge of Capital IQ, Pitchbook, Bloomberg is an added advantage Position 1 About CRISIL Global Research and Risk Solutions (GR&RS) – CRISIL GR&RS serves corporates, investors and financial institutions – including commercial and investment banks, insurance companies, private equity (PE) players and asset management companies (AMCs) – globally helping them make sound decisions, improve productivity, increase revenue, enhance returns and strengthen market position. Our research support imparts superior business insights to clients, improves their institutional ranking, leads to path-breaking strategies, and helps widen their coverage and enter new markets. Our seasoned derivatives, quantitative, risk and actuarial specialists offer incisive analytics for the internal models of clients, measure risks in real-time, and help transition to a more robust risk and trading platforms in a fast-changing environment. Our specialists also help comply with regulatory requirements, model validation, stress testing and Solvency II.

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. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

Role & responsibilities 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Candidates should be from Financial Services & brokerage agent background 6) Knowledge about Equity & Stock Market 7) Cross selling of 3rd party products Preferred candidate profile 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic computer knowledge of using email, Microsoft office and etc.Role & responsibilities

JD. Acquisition of new clients for Demat account. Activation of client and generating revenue. Cross selling MF and LI

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 directly come to office for walk in interviews and can also refer your friends/Colleagues as well.

Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: 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. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Naveeen 9962331867 for more info Thanks, Naveen 9962331867

Hiring for a Startup Company 4 to 7 years in fund operations, middle-office, or financial reporting roles. Strong EXP of capital markets instruments including derivatives, bonds, and equities. Understanding of U.S. fund structures and OTC products Required Candidate profile Prior exposure to settlement operations, reconciliations, and offshore delivery models. Salary Upto - 30 LPA WhatsApp resume to Karan - 8700317787 ( DONT CALL ) & Mention FUND OPERATIONS