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2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a Quality Assurance Administrator at Wells Fargo, your role will involve monitoring and evaluating the quality of inbound or outbound customer calls. You will be responsible for documenting quality issues and performance measures for management review. Additionally, you will oversee a group of service monitors and provide information and assistance in the feedback and formal education process for other staff members. Working closely with both internal and external customers to meet their service needs, you will act as a subject matter expert in quality assurance. Key Responsibilities: - Monitor and evaluate the quality of inbound or outbound customer calls - Document quality issues and pe...
Posted 3 days ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Role Overview: You will be serving as a Fund Accounting &/or Reporting Analyst in Mumbai, India, where you will be a part of the fund administration team managing processes related to securities, portfolio/fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. The team utilizes a robust platform in the fund accounting space, offering flexibility to customize the system as per local regulations. Your career growth will be supported by a team of experts to ensure your success. Exposure to diverse funds like Money market, Equity, Arbitrage, Exchange traded, hybrid funds will enhance your career prospects. Key Responsibilities: - Compute and re...
Posted 6 days ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Role Overview: Our Fund administration team at Mumbai, India is looking for a Branch Operations Analyst to join one of the teams responsible for managing end-to-end processes related to securities and portfolio/fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. You will be utilizing one of the best platforms in the fund accounting space, offering robustness and flexibility to customize the system as per local needs and regulations. Our team of experts will support your development to excel in this role, providing exposure to a diverse range of funds like Money market, Equity, Arbitrage, Exchange traded, hybrid funds, etc. Key Responsibi...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
Role Overview: You will be responsible for educating and advising individuals on investment decisions, generating leads of HNI investors, fixing up appointments, making presentations, following up, and closing deals. Additionally, you will handle portfolios, set up guidelines, understand the relationship between traders, market makers, and clients, have a good grasp of international commodity markets and economic data, and demonstrate interest in financial markets. Working under time pressure while maintaining accuracy, increasing knowledge of financial markets, and possessing excellent time management, technical, and analytical skills are crucial for this role. Key Responsibilities: - Educa...
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As an Analyst Global Markets at Barclays Global Markets BE Business Management team, you will be responsible for supporting the team in producing business critical MIS reports, Business Strategy presentations, Business Performance reviews, Revenue Forecasting Models, Budgeting Models, and performing ad-hoc customized analysis. Your role will involve interacting with business managers, trading desks, and supporting infrastructure and control teams globally. **Key Responsibilities:** - Support the Global Markets BE Business Management team in various tasks and projects. - Interact with business managers, trading desks, and supporting teams worldwide. - Produce business critical MIS reports, Bu...
Posted 2 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
indore, madhya pradesh
On-site
Job Description: As a Telesales Executive at our company, your role will involve client acquisition and grievance handling through telesales and cold callings. You will be responsible for explaining trading strategies, company terms, and market risks to clients. Your daily tasks will include generating prospects through telephonic, visual, and text conversations. Additionally, you will conduct risk profile management and trading strategy sessions with clients. Collaboration with the digital marketing and research team to provide the best service to clients is essential. Keeping abreast of global market trends and current affairs to serve investors and traders will be part of your responsibil...
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
As a Sales Department member in Indore, your role involves achieving budgeted targets by acquiring clients and increasing business and assets. You will need to understand clients" needs, position products and services accordingly, and maintain client satisfaction through regular communication. Your responsibilities include sales activities, marketing, client relationship management, and revenue maximization. Additionally, you will be required to follow up with non-trading customers to activate them for revenue generation. Key Responsibilities: - Achieve budgeted targets for client acquisition and business volume - Understand clients" needs and position products and services accordingly - Reg...
Posted 2 weeks ago
10.0 - 20.0 years
4 - 5 Lacs
malaysia
On-site
About the Role: Aryan Solutions is hiring on behalf of a global financial services client in Malaysia. The Associate Director will lead the Accounting & Reporting Services team for Private Equity and Real Estate Funds, ensuring disciplined execution of critical client service delivery, risk and control initiatives, and people management. This role is ideal for senior finance professionals with strong leadership skills and extensive fund operations experience. Key Responsibilities: People Management Lead and develop team managers, building a strong talent pipeline. Set clear expectations, provide regular feedback, and recognize team contributions. Support career growth and advancement within ...
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As an Investment Portfolio Counsellor at IDFC FIRST Bank in Chandigarh, India, you will play a crucial role in providing expert advice and personalized investment solutions to our clients. Your passion for wealth management and strong financial market knowledge will be key in helping our clients achieve their financial goals. Key Responsibilities: - Provide expert advice and guidance on investment strategies and portfolio management. - Conduct a detailed analysis of clients" financial goals, risk tolerance, and investment preferences to create personalized investment plans. - Monitor and review clients" investment portfolios to ensure alignment with their goals, making necessary adjustments ...
Posted 1 month ago
2.0 - 8.0 years
0 Lacs
karnataka
On-site
At PwC, our people in finance consulting specialize in providing consulting services related to financial management and strategy. You will analyze client needs, develop financial solutions, and offer guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, your specialization will be in improving the efficiency and effectiveness of financial operations within organizations. Your work will involve assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. You will b...
Posted 1 month ago
0.0 - 2.0 years
0 - 2 Lacs
mumbai, maharashtra, india
On-site
Key Responsibilities Your duties and responsibilities: EU Private Equity round-up Round-up of the largest pending deals and auction situations involving private equity houses over the last week Process: Browsing one week intel (150intell approx.); Select stories related to PE and active process; Categorize into new, current and small situations; Draft short intro referring to relevant intel. Frequency: Weekly Hours spent weekly: 3.5hrs Average VEV: 826 US Deal pipeline Report that compiles market intelligence from the week prior on auction processes that have been active over the last six months. It also compiles a shortlist of late-stage origination Process: Going through intel and identify...
Posted 1 month ago
2.0 - 6.0 years
0 - 0 Lacs
indore, madhya pradesh
On-site
The job offers a salary range of 20k to 35k in-hand along with excellent incentives, which will be determined based on your experience and performance in the interview. As a part of your role, you will be responsible for client acquisition and grievance handling through telesales and cold calling. You will need to effectively explain trading strategies, company terms, and market risks to clients. Generating prospects on a daily basis through telephonic, visual, and text conversations is a key aspect of the job. Additionally, you will conduct risk profile management and trading strategy sessions with clients and collaborate with the digital marketing and research team to provide the best serv...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As a member of the Multi Asset Solutions Group (MAS) at Goldman Sachs Asset & Wealth Management, you will be part of a team that provides tailored portfolio solutions to institutional clients by investing across various asset classes, regions, and risk profiles in both public and private markets. Your role as a front office quant team member within MAS Analytics Strats will involve developing tools and systems to facilitate the day-to-day management of $380 billion in client assets. Additionally, you will generate analytics and insights to support portfolio managers in constructing and managing portfolios, as well as enhancing client experience through our innovative Investment Dashboard dig...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
jaipur, rajasthan
On-site
As a Fund Accounting / Reporting Analyst at our Jaipur, India location, you will be an integral part of our Fund administration team, collaborating with top names in the fund industry. Your role will involve managing end-to-end processes related to securities and portfolio/fund valuation for client segments such as Mutual Fund, Alternative Investment Fund, and Portfolio Managers. Our team operates on a robust platform in the fund accounting space, offering flexibility to customize the system according to local needs and regulations. You will receive guidance and support from our team of experts to enhance your skills and excel in this role. Gain valuable exposure to diverse funds like Money ...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
The Fund Accounting & Reporting Analyst, AS position in Mumbai, India involves working with a top fund administration team responsible for managing end-to-end processes related to securities and portfolio/fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. The team uses a robust platform in the fund accounting space that offers flexibility to customize the system as per local needs and regulations. Expert guidance and coaching will be provided to support your development in this role, allowing you to excel and enhance your career prospects. Key Responsibilities: - Computation and reconciliation of NAV, income accruals, and NAV movement -...
Posted 2 months ago
4.0 - 6.0 years
7 - 10 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field. Role: Client Relations - Pre-IPO & Wealth Management Description: Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and grow the client base. Portfolio Management: Help clients structure and optimize ...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
The Fund Accounting &/or Reporting Analyst position based in Mumbai, India offers an exciting opportunity to work with a top-notch fund administration team handling various aspects of securities and portfolio/fund valuation for client segments such as Mutual Fund, Alternative Investment Fund, and Portfolio Managers. The team utilizes a robust platform in the fund accounting space that allows for flexibility to customize the system according to local needs and regulations. With the guidance and support of experienced professionals, you will have the opportunity to enhance your skills and excel in managing a diverse range of funds including Money market, Equity, Arbitrage, Exchange traded, and...
Posted 2 months ago
2.0 - 6.0 years
0 - 0 Lacs
indore, madhya pradesh
On-site
The job offers a salary range of 20k to 35k in-hand along with excellent incentives, which will be determined based on your experience and performance in the interview. Roles and Responsibilities As a part of the team, you will be responsible for client acquisition and grievance handling through telesales and cold calling. Your duties will include explaining trading strategies, company terms, and market risks to clients. Generating prospects on a daily basis through telephonic, visual, and text conversations is crucial. You will also conduct risk profile management and trading strategy sessions with clients. Collaboration with the digital marketing and research team to provide the best servi...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
Mumbai, Maharashtra, India
On-site
Position Purpose Transition of Rates and Credit Middle office process from New York to ISPL Responsibilities To ensure Trade Capture and Trade Validation process is followed as per the Standard Operating Procedures Direct Responsibilities Problem Solving - Identify operational challenges and address them with innovative solutions. Risk Management - Assess and mitigate risks to ensure operational continuity and compliance. Data Analysis - Make data-driven decisions by analysing operational data and trends. Contributing Responsibilities Quality Control- Implement quality control measures to maintain consistent product/service quality. Continuous Improvement - Identify opportunities for process...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
The Investment Portfolio Counsellor position at IDFC FIRST Bank in Chandigarh, India, is a key role within the Retail Banking > Wealth Management > Sales > Private Banking Group. As a dedicated and knowledgeable professional, you will play a vital role in providing top-notch investment solutions and services to our valued clients. Your expertise in wealth management and deep understanding of the financial market will be instrumental in helping clients achieve their financial goals. Your responsibilities will include offering expert advice and guidance to clients on investment strategies and portfolio management. By conducting a comprehensive analysis of clients" financial objectives, risk to...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
As an Advisory Services provider at BB Advisory, your primary focus will be on training and educating individuals about the Financial market in order to enhance their skills and enable them to actively participate in the financial world. With the aim of guiding individuals to make informed investment decisions, you will play a crucial role in assisting them to navigate through the complexities of the financial landscape. With the constantly evolving financial services sector, your role will involve generating leads of High Net Worth Individuals (HNI), arranging appointments with them, delivering presentations, following up, and ultimately closing deals. Additionally, you will be responsible ...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
chennai, tamil nadu
On-site
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology with over 6000 employees supporting 37 million people in 120 countries. EQ India, established in 2014 as a Global India Captive Centre for Equiniti, has evolved into a Global Competency Centre within a decade, providing critical fintech services to the US and UK. As a Subject Matter Expert in the Operations department at EQ India, you will support both the team and Team Leader by offering ongoing quality monitoring and coaching to enhance team performance and meet customer needs effectively. You will work closely with EQ Group functions across the UK, US, and Amsterdam, providing operatio...
Posted 3 months ago
3.0 - 5.0 years
2 - 11 Lacs
Pune, Maharashtra, India
On-site
KEY RESPONSIBILITIES To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable SME Enterprise customers within acceptable risk parameters. Achieve Business targets of both New To Bank & CASA as per Performance scorecard. Segment focus, customer focused needs-based selling. Being a Business Clients Acquisition Executive, focus must be on acquiring new High Value Segment customer relationship and fulfilling needs with respect to Liabilities, Trade & Forex for such customers as mandated by the Bank. It will also involve deepening these relationships by cross-selling various product. SKILLS AND EXPERIENCE Minimum 3-5 years of relevant experi...
Posted 3 months ago
4.0 - 6.0 years
3 - 10 Lacs
Bengaluru, Karnataka, India
On-site
Processes Manage and / or resolve alerts / cases Follow the Non Correspondent Banking DOI to process risk events in line with the Assess, Analyse, Act (AAA) process. Do AA cases and escalations using knowledge about complex products. Risk Management Analyse significant financial crime risk events (e.g. non-compliant transactions, production orders) to ensure that all connected parties, particularly cross-border are identified and reported at the appropriate levels internally across all relevant jurisdictions. Apply Group and FCC policies and processes (AML surveillance, client screening, risk assessment) to manage risks. People and Talent Promote and embed a culture of openness, trust and ri...
Posted 3 months ago
0.0 - 1.0 years
0 - 1 Lacs
Mumbai, Maharashtra, India
On-site
Responsible for the accurate and timely production of daily T+1 P&L production, attribution and analysis. Providing daily commentary and variance investigation to Front Office traders and senior Finance managers Break investigation and resolutionModel vs Actual(Ledger) Cash, FO/MO system vs trade docs etc Model risk control exceptions resolution Ensure compliance to risk and control guidelines. Stakeholder management by prompt response to various queries/issues from Finance directors, onshore management, Front office traders, Fincon, Risk management, etc. Understand trade flows, booking structures and ensure that the trades are captured in accordance with such defined structure which will en...
Posted 3 months ago
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