3574 Equity Jobs - Page 7

To run a BAU process for all markets To tackle the exceptions on BAU process and provide escalation when is needed. To understand the new business initiatives and analysis the possibility to support the functions based on the current capacity or required for any system enhancement. Able to run the projects or ad hoc tasks when business driven (e.g. system upgrade or Swift upgrade or ad hoc request raised by business). Perform all the ad hoc supports for the supervisor or manager whenever applicable. Requirements Product knowledge: Equity, Bonds, and structured products is preferred Previous experience in dealing with Avaloq system is an advantage Fluent in written and spoken English

As a graduate trader at IMC, you will: Trade a wide range of financial instruments Develop, maintain and improve trading strategies and algorithms Manage the execution and risk of complex trading portfolios Work closely with IMC s technology developers and engineers Have the support of your very own mentor REASONS WHY THIS IS YOUR FUTURE JOB You love solving complex problems You want a real-time connection to the world economy, and the knowledge to act on it You want your decisions to directly impact the company s trading profits You value creativity, teamwork and innovation You want the freedom to find your niche and excel WHAT DO WE LOOK FOR Superior analytical skills Genuine interest in f...

Work as the process owner and ensure end to end management of all activities associated with the onboarding process. Develop and demonstrate strong understanding of the roles and responsibilities of the team, Prime global business and various Equity/Fixed Income, synthetics and Derivative products like Futures, Options, OTC, FX PB , various systems and Onboarding flow. Track client details like stage, revenue opportunity, on boarding date etc. across businesses through inbuild systems and tools. Support in preparing MIS required for management decision making. Manage, develop and sustain effective working relations with Sales, Compliance, Risk, Legal and Static teams to ensure clients are on...

Role & responsibilities Acquisition of New option Clients through Telegram Channel, Open Market , Influencers, Technical Analysis learning Institute, Traders Caf Events, Events by other brokers. Revival of Existing Stop traded option Clients. Increasing Volume of Existing clients. Educate Features to clients & resolving all concerns pertaining to trading. Should have knowledge of Derivatives. Experience Min 4 years of exp in broking sales.

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

Job Summary To provide and ensure the timely and high-quality service and deliverables to leading private equity and funds clients under the guidance and direction from supervisors, allocated to you on a regular basis. Concentrates on delivering consistent results by focusing mainly on preparation of core processes, low complex ad hoc work and minimal client requirements. Performs self-review of core processes to demonstrate self-awareness in gaining productive insights into professional and personal strengths and areas of development. Responsible in preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, preparing monthly/quarterl...

5-8 years in Liability underwriting Overall Industry experience of 8-10 years Underwriting experience of financial lines and causality lines Cyber knowledge is added advantage Good working knowledge of MS Excel, Power Point and Word Job Profile Regional underwriting Profile: - Responsible for regional underwriting of Liability LOB Quote preparation Training for employees and intermediaries Retention management Market development Portfolio Management Exposure in product filing Qualifications Bachelor s degree About Us

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

Senior JAVA Dev Experience: 7 to 9 years JAVA Spring Boot (preferred JAVA 17 experience) LINUX SQL REST API about 3 years in Equity middle office operations(financial services functions that manage risk, ensure compliance, and support trading activities)

Job Summary To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds and/or corporate clients allocated to you on a regular basis. Concentrates on creating collaborative relationships and delivering consistent results by planning and prioritizing to meet work commitments. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by the Accountants and Jr. Accountants. Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, ...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 7+ years Location :Mumbai (Mahalaxmi) Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skil...

Role & responsibilities Knowledge about lending against shares, mutual funds & bonds Possess database of FAS customers. Responsible for acquisition, growth of the asset book and profitability Ability to manage channel/ branch relationships/ sourcing direct proposal Develop strategic concepts with regard to formulating and executing plan for increasing existing penetration of LAS product Preferred candidate profile a) Understanding of loan against security business b) Knowledge of local market conditions c) Exp in equities, Mutual funds & Bonds d) Competitor knowledge e) Should have some customer database

Job Description : Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Client meetings and bank branch visits as per goal sheet. Specialized Activities Executing Trade Orders. Advising Clients based on Research Repor Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

As a Relationship Manager Investment Products , you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management. Key Responsibilities Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments. Achieve business targets through cross-selling and client retention. Provide customized investment advice and portfolio recommendations. Conduct regular client and partner meetings to maintain engagement. Stay updated on financial market trends and new investment opportunities. Maintain client data and activity records in CRM s...

Position: Manager Operations & Accounts Responsible to: Managing Director A. Overview of the Position The Manager Operations & Accounts will be responsible for operationalizing the transactional, accounting, and financial priorities of Sovereign Global Markets Pvt. Ltd. (SGMPL). This includes complete back-office support for the Fixed Income vertical, settlement and recording of transactions, coordination with banks and institutions, and fulfillment of financial, compliance, and audit requirements. The role demands close coordination with all other functional teams within SGMPL at both tactical and operational levels. B. Qualification Primary: Bachelors in Commerce Preferred: CA (Inter) and/...

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

JOB DETAILS Achieve assigned Sales, Collection & other receivable Targets Manage existing Dealer network and appoint new dealers in unrepresented markets by initiating market mapping & potential assessment. Sustain and increase Market Share of NCL. Manage and motivate team of direct reportees and ensure good performance review mechanism of their KPPs( Key performance parameters) Lead the team by example by enforcing participative management style and not by being directive. Ensure planned market visits for effective engagement with channel partners and customers. Maintain call tracker and after visit reports of markets. Train and coach team on new technical inputs and general management skil...

Customer focus: Driving Net Promoter Score Greeting and welcoming all walk-in customers and guiding them toward the clinic to promote the free eye check-up. Being involved in stocktakes, maintaining sales floor standards, and other day-to-day tasks to deliver the best shopping experience to the customers. Understanding the POS system to ensure that the transactions are processed effectively Being dedicated to customer satisfaction and resolving any concerns that the customer has. Product recommendation: Presenting the customer with an optimal selection of products based on customer preferences Understanding the unstated needs of the customer, asking relevant questions, and picking the right ...

Responsibilities Candidate will be responsible for working on the following: • Understanding requirements of RFPs and DDQs from Large Corporate, Financial Institutions, and Middle Market segments • Prepare first drafts proposals and e2e Due Diligence Questionnaires for Sales team and Bid Managers • Contribute towards addition or curating content used in RFPs and DDQs • Work across the regions to drive coordination related to global initiatives • Create culture of constant process improvement, best practice sharing, and professional growth • Ensure compliance with all RFP requirements and bank policies • Complete deal and month-end routines (properly transitioning deals, win/loss tracking, su...

Mega Walk In Drive:- 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. Preferre...

Role & responsibilities Would be dealing with Cost basis operations procedures defined in standard operating procedures Perform quality check on the data captured in the client platform and ensure highest standard of accuracy Process application forms based on the priority defined by the client Identifying the customer request and indexing the same to the appropriate department Handling the task assigned and providing resolutions within the timeliness Meeting all defined targets like productivity, accuracy, product knowledge and schedule adherence Meeting all defined targets like productivity, accuracy, product knowledge, schedule adherence and maintenance of requisites Technical Skills: Edu...

Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...

Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...