4712 Equity Jobs - Page 5

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 (Cent...

Job Description Equity Advisor Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting Preferred candidate profile Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut -7796426971

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 (Cent...

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

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

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

As an HR professional at our company, your role will involve a variety of responsibilities aimed at creating a positive work environment and nurturing our talented team. Key Responsibilities: - Talent Acquisition & Workforce Planning: - Identifying manpower requirements in coordination with department heads such as Design, Production, Sales, and Marketing. - Sourcing, screening, and onboarding suitable candidates for various roles including designers, merchandisers, sales staff, and interns. - Building and maintaining a talent pipeline for seasonal and project-based hiring. - Employee Engagement & Development: - Designing and implementing employee engagement activities to foster a positive w...

Designation - Analyst Location : Pune Shift Timings : General/APAC/EMEA/NAM Visit our offices for daily walk in interviews: Pune: eClerx Services Ltd., Block 1, LG, HR Area Wing A, Quadron Business Park, Rajiv, Gandhi InfoTech Park, Hinjewadi Phase 2, Pune – 411057 Contact Person: Pune - Sakshi Tupke on 9370311060 Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate act...

Senior Analyst - Reconciliation Pune | Full-time (FT) | Financial Markets Shift Timings: APAC/EMEA/US |Management Level: Senior Analyst | Travel Requirements: NA The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. The Senior Analyst will b...

The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Key responsibilities include: Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, s...

As a Customer Success Executive at the company, your role will involve being the primary point of contact for students, ensuring their queries are resolved promptly and helping them build confidence in stock market basics. If you have a passion for guiding learners and simplifying finance concepts, this opportunity is meant for you. **Key Responsibilities:** - Act as the first line of support for students and clients. - Address and resolve beginner to intermediate-level doubts related to equity, derivatives, intraday vs. swing trading, technical and fundamental analysis. - Maintain strong relationships with students by providing timely responses and clear explanations. - Collaborate with int...

Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

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

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

Must have exp in Wealth Management/Financial Planning platforms in handling international customers / process. good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)& securities . Required Candidate profile 8-10 yrs of exp in US Wealth Management / Financial Planning. Should have team handling exp of at least a year on Paper. Should be ok working in US shifts & should have excellent communication skills

Responsibilities: * Manage HNIs' portfolios through PMS & broker services * Build strong relationships with clients * Acquire new HNI clients * Generate revenue from MF, equity sales & advisory * Meet sales targets consistently Sales incentives

Role & responsibilities : As a Legal Counsel, you will support the legal team in providing legal assistance across equities, investment banking, and asset management businesses. 1. Contract Support: Assist in reviewing, drafting, and negotiating routine agreements such as vendor contracts, engagement letters, IT contracts, business communications, and other standard legal documentation. 2. Regulatory & Compliance Assistance: Support the team in monitoring compliance with applicable laws, regulations, and industry guidelines relevant to Ambits business activities, especially SEBI market intermediaries. 3. Risk Support: Help identify potential legal risks and escalate issues to senior team mem...

1 Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2 Acquisition of new clients on regular basis & brokerage generation through existing as well as new clients. Required Candidate profile Interested can contact on 7016615213 or share cv on rahul.jani@tradebulls.in

Responsibilities & Key Deliverables Lead New Product Development using APQP and CDMM methodologies. Extensive experience with Gray Cast Iron, SG Castings, and GDC/PDC Casting. Deep knowledge of Aluminum Alloys, casting processes, surface treatments, painting, and machining. Proficient in interpreting technical drawings, casting tolerances, die layouts, and machining processes. Define product and process requirements and identify suitable suppliers. Perform technical synthesis and obtain stakeholder sign-off. Manage RFQs, conduct manufacturing feasibility studies, and commercial quote comparisons. Ensure part development adheres to project requirements, including prototypes, tooling, and PPAP...

Responsibilities & Key Deliverables Develop new parts using the APQP process and apply techno-commercial knowledge. Support R&D and suppliers with Design for Manufacturing (DFM) and Design for Assembly (DFA) analysis, providing technical inputs to resolve concerns during product and process development. Plan processes (process flow design, PFMEA, manufacturing line layout) and quality (DVP, PV, MSA, SPC, PPM, warranty sign-off, safe launch plan, inspection agreement, gauge planning) to achieve first-time right and every-time right results. Identify required fixtures, tooling, and gauges to meet design and quality requirements. Establish and validate tools, fixtures, and manufacturing process...

The Business Development Manager is the main interface between the Companys Customers and Suppliers. Business Development Manager is responsible for execution of the suppliers strategy. The Business Development Manager is responsible for the complete sales cycle with an aim to maximizing revenue, Net Gross Profits and Customer satisfaction by developing deep relationships with key people in the supplier organization & partners. Responsibilities: Create, Develop & implement supplier/vendor specific initiatives (10%) Channel Partner & Vendor engagement (20%) Execution - Credit management, Order processing, AR Collections (20%) Operational excellence - pipeline management, forecasting & invento...

The Business Development Manager is the main interface between the Companys Customers and Suppliers. Business Development Manager is responsible for execution of the suppliers strategy. The Business Development Manager is responsible for the complete sales cycle with an aim to maximizing revenue, Net Gross Profits and Customer satisfaction by developing deep relationships with key people in the supplier organization & partners. Responsibilities: Create, Develop & implement supplier/vendor specific initiatives (10%) Channel Partner & Vendor engagement (20%) Execution - Credit management, Order processing, AR Collections (20%) Operational excellence - pipeline management, forecasting & invento...

Responsibilities & Key Deliverables Work on New Product Development (NPD) for Electrical components. Optimize costs using Zero-Based Costing (ZBC) and Value Analysis (VAVE) without reducing quality. Implement advanced manufacturing processes for high-quality production. Identify and onboard alternative suppliers for a robust supply chain. Drive productivity improvements and operational efficiency. Negotiate with suppliers for cost savings and favorable terms. Provide technical guidance to suppliers to align with company standards. Utilize SAP MM module for procurement, including creating and managing Purchase Orders (PO). Collaborate with Design, Supplier, SCM, Quality, and other teams to ac...

We are looking for a passionate and skilled Developer Advocate to join our team. If youre enthusiastic about empowering developers, thrive in technical communities, and excel at both technical communication and content creation, wed love to hear from you. Key Responsibilities Engage actively in the DataHub Slack community by answering technical questions, offering guidance, leading conversations, and fostering positive interactions. Create compelling technical content such as technical blog posts, tutorials, and video content to educate users about DataHubs features, integrations, and best practices. Deliver impactful technical presentations at conferences, webinars, and community events to ...