4 Financial Market Jobs

Excellent job opportunity for Relationship Managers at our client's corporate office in Mumbai. 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 their investment portfolios with a focus on risk management and long-term wealth creation. Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies. Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights. Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements. Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients. Qualifications & Skills: Education: PG/MBA in Finance or related fields. Certifications: NISM Series 10A & 10B (preferred). Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory. Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. Soft Skills: Strong communication, negotiation, and analytical abilities. Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks. Employment: Full time, Permanent role Notice period waiting: candidates with max 1 month can apply

Required Domain - Capital Market, Financial Market, Fixed Income, Equity Job Summary: We're seeking an experienced Data Analytics Leader to spearhead data analytics initiatives for alternative investments. The ideal candidate will lead a cross-functional team, develop data strategies, and drive delivery excellence. Key Responsibilities: - Lead a team of data architects, analysts, and technologists to deliver high-impact data analytics solutions. - Develop and execute data strategies aligned with business objectives. - Architect and oversee data platforms, including SQL Server, Snowflake, and Power BI. - Lead initiatives in Data Architecture, Data Modeling, and Data Warehouse (DWH) development. - Evaluate emerging technologies and recommend their integration into client solutions. Requirements: - 15+ years of experience in program or project management within capital markets and financial services. - Demonstrated expertise in SQL Server, Snowflake, Power BI, ETL processes, and Azure Cloud Data Platforms. - Hands-on experience with big data technologies and modern data architecture. - Proven track record in delivering projects emphasizing data quality, integrity, and accuracy. Preferred Qualifications: - Relevant certifications (e.g., CFA, Snowflake Certified Architect, or Microsoft Power BI Certified) - Advanced degrees (MBA, MS in Computer Science, or related fields) preferred

Our client helps forward-looking organizations across various sectors, including financial services, manufacturing, higher education, public sector, and emerging industries, to innovate and achieve a better future faster. Their innovative technology solutions enable customers to deploy new capabilities faster, deliver better user experiences, and drive operating efficiencies. This is achieved through executional excellence and mitigating the risk of change. With global headquarters and over 2,100 employees across five countries, our client is well-positioned to drive transformation and growth for its customers." Job Title: Data Analytics Leader - Alternative Investments Required Domain - Capital Market, Financial Market, Fixed Income, Equity Job Summary: We're seeking an experienced Data Analytics Leader to spearhead data analytics initiatives for alternative investments. The ideal candidate will lead a cross-functional team, develop data strategies, and drive delivery excellence. Key Responsibilities: - Lead a team of data architects, analysts, and technologists to deliver high-impact data analytics solutions. - Develop and execute data strategies aligned with business objectives. - Architect and oversee data platforms, including SQL Server, Snowflake, and Power BI. - Lead initiatives in Data Architecture, Data Modeling, and Data Warehouse (DWH) development. - Evaluate emerging technologies and recommend their integration into client solutions. Requirements: - 15+ years of experience in program or project management within capital markets and financial services. - Demonstrated expertise in SQL Server, Snowflake, Power BI, ETL processes, and Azure Cloud Data Platforms. - Hands-on experience with big data technologies and modern data architecture. - Proven track record in delivering projects emphasizing data quality, integrity, and accuracy. Preferred Qualifications: - Relevant certifications (e.g., CFA, Snowflake Certified Architect, or Microsoft Power BI Certified) - Advanced degrees (MBA, MS in Computer Science, or related fields) preferred

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory / Wealth management - MBA / CA or equivalent from a premium institute - Relevant certifications Desired Knowledge / Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment