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10.0 - 12.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Position Overview Job Title: DPM Portfolio Manager Corporate Title: Vice President Location: Mumbai, India Role Description The Client-Facing Product & Solutions Specialist will be an integral part of the discretionary portfolio management (DPM) team. They assist the Sales, Structuring and Product Management teams, as relevant, in the delivery of financial products and services, as well as financing solutions to clients, where applicable. The Client-Facing Product & Solutions Specialist will also conduct product selection, specifically selecting investment opportunities aligned with market events and customer trends. They are responsible for promoting and explaining the characteristics of th...
Posted 1 day ago
10.0 - 12.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Job Description Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment advisory, combining human expertise with AI driven insights. We are seeking a Head of Wealth/Relationship Management to lead and scale our wealth advisory vertical, manage senior client relationships, and build a high-performing team of Relationship Managers (RMs). Key Responsibilities Leadership & Team Management * Build, mentor, and lea...
Posted 1 day ago
0.0 - 4.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a Finance Intern at Capital Bridge Advisors in Ahmedabad, you will have the opportunity to work across both investment advisory and markets advisory verticals. Your key responsibilities will include: - Preparing research reports and company/sector notes - Reviewing annual reports, investor presentations, and financial statements - Tracking industry and macro developments through secondary research - Supporting the creation of pitchbooks and investor communication material - Coordinating with clients to set up investor calls and prepare internal briefing notes - Assisting in the development of IR strategies, earnings commentary, and market-facing narratives - Working closely with the found...
Posted 1 day ago
1.0 - 12.0 years
0 Lacs
karnataka
On-site
As an Equity Research Analyst with the major MNC firm, your role will involve conducting fundamental equity research in various sectors such as Industrial, Health care, Real estate, Banking, and Finance. Your key responsibilities will include: - Conducting fundamental equity research in the Industrial sector for equities - Conducting fundamental equity research in the Health care sector - Conducting fundamental equity research in the Real estate, Banking, and Finance sector - Developing financial models from scratch - Understanding equity markets, valuations, and fundamentals - Generating investment ideas for the US or European Market To be considered for this role, you should meet the follo...
Posted 2 days ago
1.0 - 5.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: As an Equity and Mutual Funds Research Analyst at our company, you will be responsible for conducting research and analysis on equity markets, mutual funds, and other investment products. Your role will involve utilizing platforms like ValueResearchOnline and Morningstar to analyze mutual fund performance, portfolio composition, and risk metrics. Monitoring market developments, news, and regulatory changes impacting equity and mutual fund investments will also be a key aspect of your responsibilities. Additionally, you will support the team in building financial models, valuation analysis, and investment thesis development. Collaboration with senior analysts and the Research H...
Posted 4 days ago
3.0 - 5.0 years
0 Lacs
gurgaon, haryana, india
Remote
About This Role Fundamental Equities Fundamental Equities sits within BlackRock's Portfolio Management Group (PMG), which encompasses Fundamental and Systematic investing across Fixed Income, Equities and Multi-Asset Strategies. The Fundamental Equities business is a key division at BlackRock with over $228bn of assets under management, across 17 investment teams and over 220+ investment professionals. The Fundamental Equity teams (FE) use traditional analytics to pick stocks and assemble coherent, deliberate and diversified portfolios. Through cutting edge technology, sophisticated models and embedded research, our investment management approach provides superior performance for our clients...
Posted 1 week ago
3.0 - 5.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Location Mumbai Lower Parel/ Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio am...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
jaipur, rajasthan
On-site
As an Equity Terminal Operator at our company, you will play a crucial role in managing and operating equity trading terminals to ensure efficient trade execution and provide exceptional support to traders and clients. Your attention to detail, strong analytical skills, and ability to thrive in a fast-paced environment will be key to your success in this role. Key Responsibilities: - Operate equity trading terminals to execute buy and sell orders based on instructions from traders or clients. - Continuously monitor equity markets, analyze trends, and provide timely information to traders and clients. - Ensure accurate and timely entry of trade data into the system and maintain comprehensive ...
Posted 1 week ago
10.0 - 14.0 years
0 Lacs
ghaziabad, uttar pradesh
On-site
As a Faculty member at IMT CDL, Ghaziabad, you will be responsible for carrying out teaching, research, and Management Development Programs (MDPs) in the field of Finance. Your main duties include: - Effectively educating distance learners through engaging online/offline teaching methods. - Developing curriculum and instructional material for Financial Management specialization courses. - Guiding and mentoring students with passion and expertise. - Leading the instructional team to ensure learning activities align with program objectives. - Designing, developing, and creating Self Learning Material. - Evaluating learning strategies and outcomes to address student needs. - Presenting scholarl...
Posted 1 week ago
8.0 - 15.0 years
0 Lacs
ahmedabad, gujarat
On-site
As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role involves leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Develop and implement the overall equity investment strategy - Identify market trends, new investment opportunities, and risk management strategies - Ensure alignment with the organization's financial goals and objectives - Oversee equity trading and portfolio management for clients and the firm - Develop customized investment solutions based on market research a...
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
You will be responsible for coordinating with SBI Branches in the Region / Location, assuming full accountability for all aspects of sales in the Branch, and liaising with SBI Branches in the Circle / RBO / Location. Your primary role as a Relationship Manager will involve selling SBIMF products at the identified location and surrounding areas, focusing on Relationship Building to drive sales. Your key responsibilities will include: - Prospecting customers through New client acquisition, network, database, References, and open market. - Liaising with investors / distributors / banks / institutions to sell / target specific schemes as identified by the Business Head. - Coordinating & Organizi...
Posted 3 weeks ago
0.0 - 4.0 years
0 Lacs
haryana
On-site
As a Video Content Creator in this role, you will be required to gain a strong understanding of equity markets and core financial concepts. Your responsibilities will include creating engaging and easy-to-understand video content on financial topics. It will be your duty to anchor, narrate, and present financial concepts with clarity and confidence. Additionally, you will be responsible for posting content across all social media platforms and actively driving engagement and growth. Qualifications Required: - Strong understanding of equity markets and core financial concepts - Experience in creating engaging video content - Excellent communication skills Please note that this job is Full-tim...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
Role Overview: You will be responsible for utilizing your strong SQL query writing skills for in-depth data analysis. As a Data owner, you will need to understand the end-to-end journey from both business and data perspectives. It is essential to have an understanding of Mutual Funds and Equity Markets, focusing on the impact of upstream changes and effectively communicating downstream impacts. Your role will also involve creating Data Catalogues and writing API contracts in Swagger. Key Responsibilities: - Deal with multiple stakeholders across different geographies - Conduct business process re-engineering, analysis, user requirement gathering, and gap analysis - Perform data analysis and ...
Posted 4 weeks ago
8.0 - 10.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Title: Team Member - Zonal Training Manager Department: Sales L&D Position Grade Range: Basis eligibility and evaluation Location: Lower Parel, Mumbai Who we Are Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India&aposs largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility. Our success is built on three founding principles: Long Term Wealth Creation Customer-Centric Approach Sustainable Relationships Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of inve...
Posted 1 month ago
1.0 - 5.0 years
1 - 5 Lacs
indore, madhya pradesh, india
On-site
Key Responsibilities Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. Advisory Support: Provide clients with insight...
Posted 1 month ago
5.0 - 11.0 years
5 - 11 Lacs
hyderabad, telangana, india
On-site
Role Responsibilities: Conduct sector-specific research and collaborate with front office Model company financials and develop investment presentations Benchmark peers and perform scenario/sensitivity analyses Attend management, sell-side, and expert calls Job Requirements: Degree in finance or MBA/CFA/CA with 5+ years of investment research experience Strong equity market knowledge and idea generation ability Exposure to US/UK markets is preferred Excellent modeling, analytical, and communication skills
Posted 1 month ago
5.0 - 11.0 years
5 - 11 Lacs
bengaluru, karnataka, india
On-site
Role Responsibilities: Conduct sector-specific research and collaborate with front office Model company financials and develop investment presentations Benchmark peers and perform scenario/sensitivity analyses Attend management, sell-side, and expert calls Job Requirements: Degree in finance or MBA/CFA/CA with 5+ years of investment research experience Strong equity market knowledge and idea generation ability Exposure to US/UK markets is preferred Excellent modeling, analytical, and communication skills
Posted 1 month ago
8.0 - 12.0 years
0 Lacs
haryana
On-site
Join Our Growing Team in Gurgaon!! An opportunity awaits for an experienced Chartered Accountant (CA) or CA Inter candidate to be a part of Visionary Trailblazers in Gurgaon. If you are a seasoned finance professional with a passion for equity markets and a strong grasp of taxation and compliance, we are looking for a highly motivated individual to join our dynamic team. Key Responsibilities: - Manage and oversee Equity or Equity Research related financial matters. - Handle all aspects of Direct and Indirect Taxation, ensuring compliance and efficiency. - Expertly manage Income Tax Return (ITR) filing, including for Individuals and Non-Resident Indians (NRIs). Exposure in Capital Gain Tax Ca...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Trade Execution and Management Specialist, you will be responsible for executing buy and sell orders for equities, derivatives, bonds, and other financial instruments in alignment with fund strategies. Your role involves ensuring trades are executed at the best available prices, taking into consideration market conditions and fund objectives. Monitoring and managing order books to ensure timely and accurate execution will be a key aspect of your responsibilities. Your role will also involve continuously tracking market trends, stock prices, and macroeconomic indicators to provide real-time updates to the investment team. By identifying market opportunities and recommending actionable tr...
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
thiruvananthapuram, kerala
On-site
You should have familiarity with the stockbroking or financial services industry. Knowledge and trading experience in equity markets will be an added advantage. Your role will involve communicating market outlook, trading, and investment information to customers. You will be responsible for developing a cordial relationship with clients and generating leads through references. Your main objectives will be to generate brokerage and increase trading volumes. Good computer skills are essential, and knowledge of trading and Algo software will be an advantage. Strong communication skills in English & Malayalam are required. Fresh graduates are also encouraged to apply. A male candidate is preferr...
Posted 1 month ago
0.0 years
0 Lacs
thane, maharashtra, india
On-site
About us: 5paisa Capital Ltd. stands at the forefront of India&aposs fintech revolution, offering a comprehensive digital platform for retail investors and traders. With a commitment to democratizing financial services, 5paisa provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms. Today 5paisa is a go-to platform for serious traders and investors. Role Overview: We are seeking a Strategy Manager to define, execute, and scale growth strategies for our Digital Business. From crafting innovative product roadmaps to creating seamless client journeys, youll drive customer acquisition, sharpe...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Inc...
Posted 1 month ago
8.0 - 15.0 years
0 Lacs
ahmedabad, gujarat
On-site
As an Equity Head in our organization based in Ahmedabad, you will play a crucial role in leading the equity investment strategy and managing portfolios for clients and the firm. With a minimum of 8+ years of experience in equity markets, broking, or investment management, you will have the opportunity to drive strategic leadership and ensure alignment with the organization's financial objectives. Your responsibilities will include developing and implementing the overall equity investment strategy, identifying new investment opportunities, and overseeing equity trading. You will lead a team of analysts to conduct research, stay updated with market trends, and provide investment recommendatio...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
The Channel Sales Manager AIF Distribution role at Equentis Wealth Advisory Ltd., based in Mumbai (Lower Parel), is seeking a dynamic professional to drive business growth through a network of Mutual Fund Distributors (MFDs), IFAs, and wealth managers. As the Channel Sales Manager AIF, you will play a crucial role in establishing and expanding the AIF channel while leveraging your strong distribution network and entrepreneurial spirit. Your responsibilities will include identifying, onboarding, and activating new channel partners such as MFDs, RIAs, and family offices. You will be tasked with generating AUM for AIF products through your distribution network, conducting regular partner engage...
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
kolkata, west bengal
On-site
As an Equity Advisor at our company located in Sector 5, Kolkata (WFO), we are looking for a motivated and analytical graduate with a strong interest in the equity markets. The ideal candidate should have at least 1+ years of experience and preferably be a CFA candidate or holder. A background in commerce (B.Com or related fields) is required. You must be willing to complete or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications, with a preference for CFA Level 1 cleared. Your responsibilities will include having a strong interest in the Indian stock market, personal finance, and investment advisory. An analytical mindset, passion for equity research, and the ability ...
Posted 1 month ago
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