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1.0 - 4.0 years

3 - 7 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Virtual Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 1-4 years of experience in mutual fund sales. Roles and Responsibility Establish relationships with registered users and provide personalized investment solutions. Recommend mutual funds based on clients'' requirements and achieve sales targets for mutual fund sales, SIP, and lump sum investments. Resolve client queries and assist investors with mutual fund portfolio reviews. Stay connected with clients to provide regular portfolio and market updates. Pitch new products such as NFOs and other financial instruments. Encourage referrals from existing users to onboard new investors on the platform. Job Good communication skills and experience in mutual fund or insurance sales. Understanding of mutual fund investments and products, along with a target-oriented mindset. NISM mutual fund distribution certification is preferred. Ability to work in a fast-paced environment and meet sales targets. Strong knowledge of financial markets and products, including mutual funds, SIPs, and NFOs. Experience in providing excellent customer service and building strong client relationships.

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2.0 - 9.0 years

4 - 11 Lacs

Kolkata

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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4.0 - 8.0 years

6 - 10 Lacs

Bengaluru

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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5.0 - 10.0 years

7 - 12 Lacs

Darjeeling

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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2.0 - 9.0 years

4 - 11 Lacs

Patna

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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2.0 - 5.0 years

4 - 7 Lacs

Raipur

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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4.0 - 12.0 years

6 - 14 Lacs

Ranchi

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

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3.0 - 7.0 years

5 - 9 Lacs

Darjeeling

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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5.0 - 15.0 years

7 - 17 Lacs

Hyderabad

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 10.0 years

4 - 12 Lacs

Ranchi

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 10.0 years

4 - 12 Lacs

Chennai

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 9.0 years

4 - 11 Lacs

Chennai

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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4.0 - 8.0 years

6 - 10 Lacs

Ranchi

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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6.0 - 7.0 years

8 - 9 Lacs

Kolkata

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 9.0 years

4 - 11 Lacs

Hyderabad

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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5.0 - 11.0 years

7 - 13 Lacs

Chennai

Work from Office

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 7.0 years

4 - 9 Lacs

Darjeeling

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 5.0 years

4 - 7 Lacs

Raipur

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

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2.0 - 5.0 years

5 - 9 Lacs

Mumbai

Work from Office

As an Execution Trader, you will be responsible for executing and optimizing trade orders across various asset classes. Your primary objective is to ensure best execution practices, minimize market impact, and collaborate closely with portfolio managers, quants, and brokers to achieve optimal trading outcomes: Trade Execution: Implement and monitor trade orders on behalf of the firm or clients, ensuring timely and accurate execution Algorithm Monitoring: Oversee the performance of execution algorithms, collaborating with quantitative teams to enhance execution strategies and reduce slippage Market Analysis: Analyze market conditions, liquidity, and volatility to inform execution decisions and adjust strategies accordingly Risk Management: Monitor and manage trading risks, ensuring compliance with internal risk parameters and regulatory requirements. Reporting: Generate and maintain detailed reports on trade performance, execution quality, and market trends for internal analysis and compliance purposes Continuous Improvement: Identify opportunities to enhance trading processes, tools, and strategies to improve efficiency and performance. Required Skillset Basic awareness of financial markets and fundamentals. Strong logical & quantitative aptitude. Strong educational background with a focus on finance. Strong knowledge of Python. Good to have C++ skills. 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses. On an average, loss makers registered net trading loss close to 50,000. Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs. Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

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2.0 - 7.0 years

2 - 3 Lacs

Gurugram

Work from Office

Key Responsibilities: The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase. This way, they can establish new accounts for their employer. The candidate should be able to Understand the financial products of the company. Go and sell the products. Having knowledge of Mutual Fund , SIP. Good Communication Skills, basic knowledge of Financial Market.

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2.0 - 7.0 years

3 - 3 Lacs

Gurugram

Work from Office

The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase. This way, they can establish new accounts for their employer. The candidate should be able to Understand the financial products of the company. Go and sell the products. Having knowledge of Mutual Fund , SIP. Good Communication Skills, basic knowledge of Financial Market. Experience 2 - 7 Years Industry Sales & Marketing Business Development Telecaller Qualification Other Bachelor Degree Key Skills SIP Mutual Funds Product Selling Financial Market Relationship Manager

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2.0 - 5.0 years

8 - 12 Lacs

Mumbai

Work from Office

Role Description Risk division has a fundamental responsibility to protect the Bank. With group-wide responsibility for the management and control of credit, market, operational and reputational risks, we have a unique vantage point which allows us a holistic view of our businesses and our clients. Nearly 4,000 employees work together in our division to achieve our ambition to be an industry-leading risk management organisation. In an increasingly complex environment, risk management is fast-becoming the most sought after place to build a career within the banking world. Risk at Deutsche Bank is relied upon to help shape the strategy of the organisation and the wider industry agenda. The Global Credit Analytics Function (GCAF) is entrusted with the work of assigning and surveillance of Probability of Default Rating to Corporate and Institutional counterparties of the Bank. As part of Risks transformation journey, GCAF is bringing Credit documentation to its purview and requires strong analysts to handle the same. About Credit Risk Management Function Credit Risk is a centralized risk-type function within the CRO function. The team is primarily responsible for setting limits and providing credit approvals for single name credit risk, as well as monitoring and managing against these in the context of the banks Enterprise Risk Management framework. Credit Risk enables CRO to strengthen, enhance and improve control of the banks credit risk. The team provides deep technical expertise to the business aligned risk functions and facilitates strategic business decision-making to improve overall use of the banks capital. Your key responsibilities Undertake accurate and timely credit analysis of counterparties (including Corporates and FIs, Leveraged Lending, CRE, Project Finance) by identifying business and financial risk based on understanding of business model, financial statement analysis, preparing cash flow model/ forecast and peer analysis. Write Rating reports and credit reviews/analysis for recommendation to Senior members for approval. Active participation in Live trades with onshore credit officers (KCP) by understanding the trade dynamics, providing your recommendation and completing the credit write-ups (Addendum) for the same. On-going monitoring & surveillance of assigned international portfolios, including rating changes, market/industry developments, news events, etc and assessing the impact on credit worthiness of the counterparty, keeping DBs exposure in mind. Understand the various banking products (including Trade Finance Derivatives, and complex/structured facilities and credit documentation for the same. Support the KCP with appropriate checks and its inclusion in the credit reviews. Monitoring of limits/exposure: Updating Limit amendments and credit relevant data updates in the credit system. Exposure monitoring and timely clearance of Excess tickets. Timely monitoring of covenants and regular discussion with KCPs. Manage own credit portfolio and assist senior decision makers to make informed decisions based on your recommendations Interface directly across with the Credit officers (KCP) and other stakeholders (business side, Exposure managements, and various ops teams) to ensure complete understanding of DBs exposure and timely completion of the credit reviews. Effective resolution of conflicting views with Business in a constructive and professional manner, maintaining DBs underwriting standards, at the same time supporting the Business to achieve agreed targets. Support business units in driving strategy to drive optimum risk / return and in line with overall portfolio strategy and risk appetite while maintaining DBs high underwriting standards Participate in ad-hoc projects related to portfolio exercises (industry/regional exercise), regulatory developments, sector notes, audit exercises and support onshore KCPs for various business strategies. Ensure compliance with relevant and applicable local and global regulatory and policy requirements Part of regional team supporting senior credit officers covering Southeast Asian counterparties. Your skills and experience Relevant professional qualifications are MSc / MA / MBA / CA / CFA, etc. Relevant work experience in credit underwriting/analysis for Corporates, Financial institutions and Non-bank Financial institutions with understanding of industry risk drivers; established negotiation skills to deal effectively with conflicting priorities & resources. Strong analytical skills, meticulous and strong knowledge of financial markets, economic/industry trends and global risk regulations. Good working knowledge of relevant banking products including Financing, Commercial Real Estate, Commercial Banking, Trade Finance, complex/structured loans and Derivative products. Ability to build strong relationships internally with stakeholders locally, regionally & globally, both functionally and with Front office Business partners.Strong accounting background, knowledge of financial ratios, financial statement analysis, cash flow projections or project finance

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0.0 - 1.0 years

0 - 1 Lacs

Mumbai, Maharashtra, India

On-site

Key Job Profile & Responsibilities: Manage an outbound and inbound calling profile , aiming for daily connected calls with a talk time target (typically 90-100 connected calls daily). Facilitate and ensure the placement of the first trade for accounts assigned for calling, guiding clients through the trading process. Actively cross-sell Mutual Fund SIPs and other third-party financial products to clients. Achieve assigned targets for calling, account activation, and mutual fund cross-selling. Performance-based incentives will be provided. Mandatory certifications required within 3 months of joining are NISM Series VII (Equity Derivatives) / NISM Series VA (Mutual Fund Distributors) and NISM Series I (Equity Derivatives) . Additional certifications may be required as per business needs. Desired Candidate Profile: Fresher candidates with NISM Series VIII certification and good market knowledge are encouraged to apply. Excellent verbal communication skills and a persuasive demeanor. Strong interest in the financial markets and equity trading. Ability to work in a target-driven environment. Customer-centric approach with a focus on client onboarding and support.

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10.0 - 13.0 years

30 - 35 Lacs

Bengaluru

Work from Office

AVC:SKY - Investment Specialist Business: Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

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4.0 - 7.0 years

0 - 0 Lacs

Pune

Hybrid

So, what’s the role all about? We are seeking a highly skilled and motivated Senior Product Owner as part of our AML Product team, focused on building scalable AML solutions for financial markets. You’ll work on AML Reporting product, achieving a proper balance between achieving Regulatory Compliance and providing best User Experience from a product perspective How will you make an impact? Working with R & D team will help them in building / enhancing the Reporting solution Drive the Product Management components for the AML Reporting solution Collaborate with cross-functional teams including R & D, Professional Services, and Account teams Managing the backlog grooming, prioritization & requirements with focus on R&D execution will help in better planning Have you got what it takes? Key Product Skills: Interpreting laws and regulatory changes and ensuring product features align with compliance requirements Aligning product vision with business and regulatory goals Facilitating collaboration between R & D, Professional Services and Sales teams. Define and evolve product roadmaps in response to emerging threats Balance innovation with regulatory constraints Collaborating with Regulators Good to Have: How financial crime systems (e.g., transaction monitoring, case management) integrate Technical Experience on Database, Cloud & APIs Qualifications: Overall experience 4-7 years. 2-4 years of Product Management Experience Previous experience with Artificial Intelligence, Machine Learning, or Recommendations Engine products What’s in it for you? Join an ever-growing, market disrupting, global company where the teams – comprised of the best of the best – work in a fast-paced, collaborative, and creative environment! As the market leader, every day at NiCE is a chance to learn and grow, and there are endless internal career opportunities across multiple roles, disciplines, domains, and locations. If you are passionate, innovative, and excited to constantly raise the bar, you may just be our next NiCEr! Enjoy NiCE-FLEX! At NiCE, we work according to the NiCE-FLEX hybrid model, which enables maximum flexibility: 2 days working from the office and 3 days of remote work, each week. Naturally, office days focus on face-to-face meetings, where teamwork and collaborative thinking generate innovation, new ideas, and a vibrant, interactive atmosphere. Requisition ID: 7630 Reporting into: Manager, Product Management Role Type: Product Owner

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