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2.0 - 4.0 years
0 Lacs
pune, maharashtra, india
On-site
Position Overview Job Title: Client Coverage Support Analyst - RFP Team, NCT Location: Pune, India Role Description: The Global Client Intelligence team under the Client Coverage Division offers sales support capabilities to fulfil our clients needs in Asset Management. With a global focus and cross asset specialization, the team delivers sales enablement support through Proposals (i.e., RFPs, RFIs, DDQs), Consultants Database Services and other such activities. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a member of the Execution Consulting Team at CITICS CLSA, you will be a part of the Equities Algo Strats Team with a mandate to provide execution consultancy services to equity sales traders and clients across regions and channels such as Electronic Trading, Portfolio Trading, and High Touch. You will work closely with the Algo Strats team's quants and developers, aiming for innovation and a quantitative, data-driven approach to trading. Our collaborative culture values every team member, providing opportunities to make a significant impact. Key Responsibilities: - Produce Transaction Cost Analysis of client trading flow and offer optimization advice on the usage of CITICS CLSA's trading ...
Posted 1 month ago
2.0 - 4.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Divisional Overview JOB DESCRIPTION The Risk Division is a team of specialists charged with managing the firm's credit, market, liquidity, operational and insurance risk. Whether assessing the creditworthiness of the firm's counterparties, monitoring market risks associated with trading activities, or offering analytical and regulatory compliance support, our work contributes directly to the firm's success. The division is ideal for collaborative individuals who have strong ethics and attention to detail. Department Overview Credit Risk (CR) is responsible for managing the firm's credit exposure to its trading and lending counterparties. Leveraging its extensive expertise in financial, credi...
Posted 1 month ago
2.0 - 6.0 years
4 - 9 Lacs
ahmedabad, gurugram, mumbai (all areas)
Work from Office
Key Responsibilities Lead daily accounting operations for assigned funds, ensuring all investment transactions (purchases, sales, transfers, corporate actions, etc.) are accurately recorded. Perform daily cash, position, and transaction reconciliations with custodians, brokers, and fund managers. Compute and validate daily / periodic Net Asset Value (NAV) of funds, ensuring accuracy and compliance with SLAs. Manage expense accruals, fee calculations (management fees, performance fees), income recognition, and provisioning for other charges. Oversee the handling of corporate actions (dividends, bonus, splits, mergers, etc.) and ensure accurate posting. Review fund-level and investor-level rep...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
gondia, maharashtra
On-site
As a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, located in Nagpur, your primary responsibility is to establish and manage relationships with clients. You are required to understand their financial needs and provide appropriate investment advice. Your daily tasks will involve meeting with clients, recommending suitable mutual funds and insurance products, handling client queries, and preparing investment reports. It is crucial for you to ensure customer satisfaction and achieve sales targets in this role. Key Responsibilities: - Establish and manage relationships with clients - Understand clients" financial needs and provide investment advi...
Posted 1 month ago
10.0 - 14.0 years
0 Lacs
karnataka
On-site
As a Financial Markets Middle Office professional at Standard Chartered, your role involves trade capture, booking amendments, trade life cycle management, novations/assignments, reconciliation, and control/reporting activities. You will be responsible for managing day-to-day processing, ensuring timely escalation to minimize risk exposure, and driving operational readiness. Key Responsibilities: - Align business strategies and product expertise to define optimal solutions and influence behavior - Build bridges across the bank to simplify the operating model, create efficiencies, and identify new opportunities - Own your domain, influence product evolution, define internal standards, and sha...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Virtual Business Development Manager (VBDM) - Lead, your role will involve identifying and targeting new business opportunities through virtual platforms. You will be responsible for building and maintaining strong relationships with distributors and prospects remotely. Your primary focus will be on driving client acquisition and growing assets under management (AUM). Managing a virtual pipeline, following up, and closing leads effectively will be essential tasks. Additionally, you will need to conduct virtual market research and competitor analysis to identify trends. Presenting and promoting mutual fund products via virtual meetings and webinars will also be part of your responsibilit...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
As an ideal candidate for the position at A.P.T. Portfolio, you will be responsible for analyzing market data to identify volatility trading opportunities. Your role will involve developing and implementing trading strategies, monitoring and managing risk associated with volatility trades, as well as collaborating with the team to optimize trading strategies. Additionally, you will need to stay updated on market trends and regulatory changes to ensure informed decision-making. Key Responsibilities: - Analyzing market data to identify volatility trading opportunities - Developing and implementing trading strategies - Monitoring and managing risk associated with volatility trades - Collaborati...
Posted 1 month ago
2.0 - 6.0 years
0 - 0 Lacs
thane, maharashtra
On-site
Role Overview: As a Relationship Manager in the financial services industry, your primary responsibility will be to understand clients" business objectives and challenges in order to provide strategic recommendations. Building strong client relationships, analyzing data, and fostering partnerships for acquiring and managing Equity, Currency, and Commodities trading accounts and investments will be crucial for your success. Key Responsibilities: - Regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. - Monitor market trends and economic developments to make timely adjustments to client portfolios. - Ensure compliance with regulatory re...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a Relationship Manager for high-net-worth clients, your primary responsibility will be to build and nurture strong, long-lasting relationships with clients, providing expert financial advice, and personalized wealth management solutions. Your role will demand a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. - Address HNI clients for investment requirements, offering a range of investment products such as Debt products, Structures, Equities, MFs, Real Estate products, etc. - Acquire and manage a group of HNI Clients, profiling customers and providing tailored financial products to meet their needs. - Cross-sell to ma...
Posted 1 month ago
5.0 - 10.0 years
5 - 9 Lacs
pune
Work from Office
Project Role : Advanced Application Engineer Project Role Description : Utilize modular architectures, next-generation integration techniques and a cloud-first, mobile-first mindset to provide vision to Application Development Teams. Work with an Agile mindset to create value across projects of multiple scopes and scale. Must have skills : Commodity Trading Risk Management Good to have skills : NAMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Advanced Application Engineer, you will utilize modular architectures, next-generation integration techniques, and a cloud-first, mobile-first mindset to provide vision to Application ...
Posted 1 month ago
7.0 - 12.0 years
5 - 9 Lacs
bengaluru
Work from Office
Project Role : Advanced Application Engineer Project Role Description : Utilize modular architectures, next-generation integration techniques and a cloud-first, mobile-first mindset to provide vision to Application Development Teams. Work with an Agile mindset to create value across projects of multiple scopes and scale. Must have skills : Commodity Trading Risk Management Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Advanced Application Engineer, you will utilize modular architectures, next-generation integration techniques, and a cloud-first, mobile-first mindset to provide vision to Applicatio...
Posted 1 month ago
6.0 - 10.0 years
8 - 12 Lacs
kochi
Work from Office
We are looking for a Branch Manager to join our Cochin branch in K&K Cluster. The candidate will get exposure to interact and grow all channels in the branch Banks, Private Wealth, IMFDs and Retail channel. The candidate will also get an opportunity to guide and mentor trainees in this role and achieve business from them. This role requires good relationship building skills and strong partnership with business stakeholders to build business for FT. We are looking for a forward-thinking professional and smart working candidate who can assist in expanding our distribution network and market share in Cochin branch with the set of defined relationships. What are the ongoing responsibilities of t...
Posted 1 month ago
0.0 - 1.0 years
2 - 3 Lacs
hyderabad
Work from Office
Your Teams Impact Client & User Support is an industry-leading and award-winning client service team starting in Hyderabad, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, advisors will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team is composed of self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence, responsibility, and problem solving. What Youll Do An...
Posted 1 month ago
5.0 - 7.0 years
11 - 16 Lacs
pune
Work from Office
Our client is seeking a highly analytical and detail-oriented professional to join their Data Management team. The role encompasses the acquisition, validation and maintenance of the Market & Time series data that supports trading, risk management, pricing and regulatory reporting. The Ideal candidate will ensure data quality, Consistency and availability of data across systems and will collaborate closely with Risk, operations and IT Stakeholders . Manage the real-time and EoD pricing data for Instruments like Equities, Fixed Income, FX and other Derivatives. Ensure accurate mapping and delivery of market data to trading and risk systems. Laise with external market data vendors (Bloomberg, ...
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
bengaluru
Hybrid
Must have skillset Good Communication (both verbal and written) Financial Markets/Products (Basic), specifically knowledge of Fixed Income & Asset Management, MS Office (would prefer Intermediate but at least basic) .Good to have skillset – Client Reporting, MS Excel – Advanced, Reporting to Internal and External clients - production, handling queries & data requests Maintaining a task list and following up with other teams responsible for data /reports sourced from them Tracking each deliverable per the deadlines set and ensuring no lapses occur Following maker & checker process for each deliverable with zero tolerance for inaccuracy Periodic Risk and Exception reporting to senior managemen...
Posted 1 month ago
2.0 - 5.0 years
3 - 7 Lacs
bengaluru
Hybrid
Job Title: Associate Corporate Actions (Income & Tax Operations) Location: Bangalore Department: Global Markets Operations Corporate Actions Experience: 25 years (preferred) Education: Bachelor’s degree in Finance, Accounting, or related field Job Summary: We are seeking an Associate to join the Corporate Actions – Income & Tax Operations team within the Global Markets Operations division. The role involves managing corporate income events such as dividends and interest, ensuring accurate record-keeping, reconciliation, and compliance with regulatory and fiscal requirements. Key Responsibilities: Primary Responsibilities: Track and notify income events (dividends, interest, etc.) to internal...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
As a Technical Data Analyst at Addepar, your role involves performing data migration, conversion, and validation projects for clients. You will utilize existing tools and established processes to work with financial portfolio data and ensure project delivery within set deadlines and quality standards. - Convert, migrate, and validate data from external or internal sources using existing tools and defined processes - Complete data projects on time, meeting project deadlines while maintaining high quality standards - Coordinate with project teams, provide regular status updates, and effectively manage expectations - Run Python ETL scripts, and troubleshoot, modify, or debug scripts as required...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
thane, maharashtra
On-site
Role Overview: As a Data Scientist IT Trainer at ITVedant Education Pvt. Ltd., you will play a crucial role in shaping the future of aspiring data scientists. Your primary responsibility will be to deliver engaging and interactive training sessions on Investment Banking, covering various modules such as financial markets, banking operations, equity research, M&A, financial modeling, and financial analytics using tools like Excel and Power BI. You will guide students through real-world financial scenarios and practical exercises, ensuring they understand key concepts like accounting, financial statements, ratios, valuation, and the trade lifecycle. Additionally, you will provide mentorship to...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
Role Overview: You will be responsible for executing trading transactions on behalf of retail banking clients, including buying and selling of currencies, stocks, bonds, and other financial instruments. You will monitor market conditions, execute trades in a timely manner, and ensure accurate trade confirmations. Additionally, you will assess and manage trading risks, provide price quotes, manage order flow, ensure compliance with regulatory requirements, and provide client support. Key Responsibilities: - Execute trading transactions for retail banking clients, including buying and selling of currencies, stocks, bonds, and other financial instruments - Monitor market conditions, execute tra...
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
chennai, tamil nadu
On-site
Role Overview: In this role, you will be responsible for creating and executing tailored investment strategies to meet individual client financial objectives, such as wealth growth or capital preservation. You will conduct in-depth research into market trends, economic data, and specific investment vehicles to identify opportunities and assess risks. Assembling diversified portfolios of assets (stocks, bonds, real estate, etc.) that align with client risk tolerance and goals will also be a key responsibility. Additionally, you will be expected to buy and sell securities to build and rebalance portfolios, responding to market changes and client needs. Continuous tracking of portfolio performa...
Posted 1 month ago
2.0 - 4.0 years
0 Lacs
noida, uttar pradesh, india
On-site
Job Requirements Job Description: Position: Relationship Manager-First Wealth Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Retail Liabilities > Sales > RM Channel Location: Delhi, Delhi, India IDFC FIRST Bank is seeking a highly motivated and dynamic individual to join our team as a Relationship Manager-First Wealth in Delhi. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the bank. Key Responsibilities Develop and maintain relationships with existing and potential First Wealth clients Understand the financial needs and goals of clients and provide them with suitable inves...
Posted 1 month ago
0.0 - 3.0 years
2 - 4 Lacs
navi mumbai
Work from Office
Role & responsibilities Shift Timings US Shift 6 PM TO 3.30 AM (Fixed weekend off, Mon to Fri working) RTO 100% CL 12/13 KIT Inventory/ Client Reporting The role is part of Capital Market, Middle office, Investment and performance client reporting, Trade reporting etc. CL 12 We are good to go with domestic/International capital Market experience with good communication skills. CL 13 Fresher to be hired with good communication skills. Job Location - Airoli, Navi Mumbai Work from office - 100 % Please note we are looking for Immediate Joiners only.
Posted 1 month ago
2.0 - 7.0 years
11 - 15 Lacs
chennai
Work from Office
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities tha...
Posted 1 month ago
3.0 - 8.0 years
10 - 14 Lacs
hyderabad
Work from Office
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. DTCC Digital Assets is at the forefront of driving institutional adoption of digital assets technology with a steadfast commitment to innovation anchored in security and stability. As the financial services industrys trusted t...
Posted 1 month ago
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