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2.0 - 4.0 years
0 - 3 Lacs
navi mumbai
Work from Office
KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...
Posted 19 hours ago
2.0 - 4.0 years
0 - 3 Lacs
mumbai
Work from Office
KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...
Posted 19 hours ago
2.0 - 4.0 years
0 - 3 Lacs
thane
Work from Office
KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...
Posted 20 hours ago
2.0 - 4.0 years
0 - 3 Lacs
mumbai suburban
Work from Office
KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...
Posted 20 hours ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As an experienced professional, you will be responsible for managing Risk Management (RMS) and Depository Participant (DP) operations. Your role will involve overseeing equity and derivatives markets, risk controls, margin management, and ensuring regulatory compliance for smooth daily operations. Key Responsibilities: - Risk Management (RMS): - Monitor real-time client risk such as margins, exposure, and trading limits. - Set and review client trading limits based on collateral, risk profile, and regulatory norms. - Execute RMS calls, square-offs, and alerts to mitigate risk. - Track MTF collateral, client pledges/unpledges, and exposure sufficiency. - Review margin files, client-wise expos...
Posted 5 days ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
As an Associate - Investment Fund Analyst in the Client Propositions Support team at Fidelity International, you will play a crucial role in supporting the Investment Directing teams in generating baseline investment communication material for Fidelity funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates aimed at assisting in asset gathering and retention. Your role is integral to the successful functioning of each product franchise. **Key Responsibilities:** - Produce market reviews and investment outlook pieces - Ability to deliver timely, accurate, and insightful communication on Fidelity funds from a cust...
Posted 5 days ago
0.0 - 4.0 years
0 Lacs
haryana
On-site
As an ideal candidate for 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 various 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 - Ability to create engaging and easy-to-understand video content - Excellent communication skills to anchor, narr...
Posted 5 days ago
0.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Job Description About KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-e...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Role Overview: As an Investment Portfolio Manager, your primary role will be to define investment strategies and asset allocation based on prevailing market conditions. You will need to stay updated with equity and debt markets by reviewing investment reports and participating in con-calls. Additionally, you will be responsible for developing and managing fund selection models, conducting product due diligence, and setting financial goals for clients. Your expertise will be crucial in asset allocation, portfolio construction, and periodic portfolio reviews and rebalancing. Moreover, you will collaborate with the sales team to enhance product penetration through research support. Key Responsi...
Posted 2 weeks ago
3.0 - 8.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Job Profile: Passive Fund Manager Passive Fund Manager is responsible for managing index-replicating and rule-based portfolios within the Portfolio Management Services (PMS) structure. The role focuses on achieving benchmark-consistent returns with minimal tracking error, operational efficiency, and regulatory compliance under SEBI PMS Regulations. The manager ensures precise replication of indices such as Nifty 50, Nifty Next 50, or custom thematic benchmarks while managing liquidity and costs. Key Responsibilities ? Construct and maintain index portfolios aligned with benchmark composition and weights. ? Execute periodic rebalancing and corporate action adjustments with minimal tracking er...
Posted 2 weeks ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As the Head of the research team at Valorem Advisors in Mumbai, India, your role involves leading the research team in fundamental and financial analysis on public limited companies and Investor Relations activities. You will train analysts on fundamental and financial analysis of client companies, peers, and industry sectors. Your responsibilities include improving the quality of the team's fundamental and financial knowledge, performing quality and control checks on all company collaterals, and leading a team of more than 20 analysts. Key Responsibilities: - Creatively and fundamentally think and analyse companies to guide the team in the research process - Conduct in-depth research on cli...
Posted 2 weeks ago
8.0 - 15.0 years
0 Lacs
ahmedabad, gujarat
On-site
As an Equity Head at our organization, you will play a crucial role in overseeing equity trading, investment strategies, and portfolio management. Your responsibilities will include 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 base...
Posted 3 weeks ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
Role Overview: As a Channel Sales Manager AIF at Equentis Wealth Advisory Ltd., your primary responsibility will be to source business through a network of Mutual Fund Distributors (MFDs), IFAs, and wealth managers. This role is ideal for professionals with a strong distribution network and the motivation to establish an AIF channel from scratch. Key Responsibilities: - Identify, onboard, and activate new channel partners such as MFDs, RIAs, and family offices - Generate AUM for AIF products by leveraging your distribution network - Engage with partners regularly through calls, meetings, webinars, and training sessions - Provide seamless transaction support and address partner queries effect...
Posted 3 weeks ago
8.0 - 15.0 years
0 Lacs
ahmedabad, gujarat
On-site
As an Equity Head at our company, your role will involve strategic leadership, portfolio & investment management, research & analysis, client & stakeholder management, regulatory & compliance, and team leadership & development. Key Responsibilities: - Strategic Leadership: - 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. - Portfolio & Investment Management: - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions based on market research and analysis. - Ens...
Posted 3 weeks ago
3.0 - 7.0 years
0 - 0 Lacs
lucknow, uttar pradesh
On-site
Job Description: As a Senior Equity and Commodity Dealer at StocKart, you will be responsible for executing trades efficiently and accurately. You will need to monitor market trends, make informed decisions, and adhere to compliance regulations. Additionally, providing market insights and updates to team members will be part of your role. The ideal candidate will have a strong understanding of equity and commodity markets, quick trading skills, and compliance knowledge. Requirements: - NISM Certification (Series 8 and 16) - Strong knowledge of equity and commodity markets - Quick trading skills (within 10 seconds) - Smart and fast decision-making abilities - Compliance knowledge and adherenc...
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
amritsar, punjab
On-site
As an Equity Dealer at Green Hedge Capital, you will play a crucial role in executing trades, providing investment guidance to clients, and ensuring compliance with regulations. Your passion for markets and detail-oriented approach will be key in supporting clients to make informed decisions. **Key Responsibilities:** - Execute buy/sell orders with precision and speed. - Assist clients in investment decision-making. - Pitch stock ideas and ensure compliance with regulations. - Stay updated with Indian equity market movements. - Maintain accuracy and composure in a fast-paced environment. **Skills & Qualifications:** - Excellent communication and client-handling skills. - Passion for trading ...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
As an Investment & Real Estate Research Analyst at our company, your role involves conducting detailed research in both stock markets (equities, F&O) and the real estate sector to provide valuable insights supporting investment strategies. Key Responsibilities: - Conduct technical and fundamental analysis of equity and F&O markets - Monitor market trends, economic indicators, and global events influencing financial markets - Generate trade recommendations and investment reports based on technical patterns and data analysis - Stay abreast of sectoral movements, earnings reports, and policy changes In the real estate sector, your responsibilities include: - Analyzing residential, commercial, a...
Posted 1 month ago
15.0 - 20.0 years
0 Lacs
mumbai, maharashtra, india
On-site
About Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investme...
Posted 1 month ago
9.0 - 13.0 years
0 Lacs
chennai, tamil nadu
On-site
As an Applications Development Senior Programmer Analyst at Citigroup, your role involves participating in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. Your main objective is to contribute to applications systems analysis and programming activities. Responsibilities: - Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, and model development - Monitor and control all phases of the development process including analysis, design, construction, testing, and implementation - Provide user and operational support on applications to business...
Posted 1 month ago
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 month 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 month 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 month 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 1 month 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 1 month 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 month ago
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