2382 Financial Markets Jobs - Page 32

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3.0 - 5.0 years

5 - 7 Lacs

hyderabad

Work from Office

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

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1.0 - 5.0 years

0 Lacs

noida, uttar pradesh

On-site

You will be responsible for engaging with clients from UK, US, Australia, NZ, and CAN in the International Voice process, particularly in stockbroking or financial markets. Your role will involve using your excellent English communication skills and accent to effectively communicate over the telephone. As part of the outbound process, you will work the shift from 3 PM to 12 AM (UK time) with fixed offs on Saturday and Sunday. **Key Responsibilities:** - Engage with clients from UK, US, Australia, NZ, and CAN - Utilize your accent and English communication skills - Work in the outbound process during UK timings **Qualifications Required:** - Minimum 1 year of experience in outbound voice, ups...

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3.0 - 7.0 years

0 Lacs

haryana

On-site

As a Client Engagement Manager at Primedin Wealth, you will play a crucial role in acquiring new high-net-worth and mass affluent clients, as well as nurturing existing client relationships in the Delhi NCR region. Your deep understanding of wealth management strategies, financial markets, and investment products will be essential in building and sustaining long-term relationships with clients. This is an exciting opportunity to contribute to the growth of Primedin Wealth while delivering outstanding service to both new and existing clients. **Key Responsibilities:** - **Client Acquisition:** - Identify and engage potential high-net-worth and mass affluent clients to expand the firm's client...

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

In the role of Client Management & Implementation in GTS Securities & Fiduciary Services, your key responsibilities will include: - Analyzing operational cost performance by comparing budget against actuals - Identifying exceptions and investigating reasons for deviations above and below budget - Summarizing results for review and sharing feedback with stakeholders on a monthly basis You will also be responsible for planning, scheduling, and monitoring deliverables within a specified timeframe using effective methods. Good interpersonal and communication skills are essential for this role. Your technical competencies should include: - A good understanding of GTS products, electronic banking ...

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3.0 - 7.0 years

0 Lacs

punjab

On-site

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-firs...

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a candidate for this position, you will be responsible for various tasks related to fund performance presentation materials and investor reporting. Your key responsibilities will include: - Periodical updates to fund performance presentation materials for investor reporting on a monthly and quarterly basis. - Generating backend excel support documents from internal portfolio management systems for updating materials. - Validating fund data against internal portfolio management systems and highlighting differences and discrepancies. - Aggregating and analyzing relevant data such as historical performance, risk metrics, allocation changes, and other quantitative metrics about various portfo...

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3.0 - 8.0 years

10 - 20 Lacs

pune

Work from Office

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

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3.0 - 5.0 years

5 - 7 Lacs

pune

Work from Office

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients.5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place...

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3.0 - 5.0 years

5 - 7 Lacs

bengaluru

Work from Office

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and plac...

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3.0 - 8.0 years

5 - 10 Lacs

mumbai

Work from Office

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

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1.0 - 3.0 years

3 - 5 Lacs

kolkata

Work from Office

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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5.0 - 10.0 years

3 - 5 Lacs

ahmedabad

Work from Office

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...

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3.0 - 7.0 years

5 - 9 Lacs

mumbai

Work from Office

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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3.0 - 5.0 years

5 - 7 Lacs

bengaluru

Work from Office

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

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1.0 - 3.0 years

8 - 10 Lacs

mumbai

Work from Office

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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3.0 - 5.0 years

5 - 7 Lacs

mumbai

Work from Office

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

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3.0 - 8.0 years

10 - 20 Lacs

bengaluru

Work from Office

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

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3.0 - 5.0 years

8 - 10 Lacs

bengaluru

Work from Office

Position Overview: We are seeking a dynamic and experienced professional to join our Client''s team in CEO''s office to lead Strategy, Fundraising and Investor Relations. The successful candidate will play a pivotal role in building organizational growth strategy with founding team, securing funds for our growth initiatives and building strong, mutually beneficial relationships with investors. Responsibilities: 1. Develop and Implement Growth Strategies: - Create comprehensive growth strategies aligned with the company''s vision and work with senior leadership team of the organization in the developing BU detailed strategic plans - Overseeing the execution of organizational strategy and key ...

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3.0 - 8.0 years

10 - 20 Lacs

mumbai

Work from Office

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

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2.0 - 6.0 years

0 Lacs

karnataka

On-site

As an engineer at Goldman Sachs, you will be part of a team that is constantly striving to make things possible and create a positive impact by solving challenging engineering problems. You will have the opportunity to work on massively scalable software, architect low latency infrastructure solutions, and leverage machine learning to turn data into action. Your role will be crucial in building new businesses, transforming finance, and exploring opportunities in the dynamic world of markets. Your key responsibilities will include: - Designing and implementing liquidity risk models - Optimizing the funding footprint of PB clients - Structuring new funding products to comply with regulatory re...

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2.0 - 6.0 years

0 Lacs

karnataka

On-site

As a Data Analyst at our company, you will play a crucial role in supporting the Chief Investment Officer (CIO) by providing timely, accurate, and actionable insights related to investments. Your responsibilities will include: - Retrieving, compiling, and presenting daily reports and dashboards to the CIO. - Monitoring and analyzing market conditions, economic indicators, and the movement of various financial instruments. - Tracking and interpreting data related to asset classes, market volatility, and global economic trends. - Providing briefings and visual summaries to facilitate strategic decision-making. - Staying updated with relevant macroeconomic developments and financial market shif...

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2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

Role Overview: You will be joining the Global Client Intelligence team under the Client Coverage Division, offering sales support capabilities to meet clients" needs in Asset Management. The team has a global focus and cross-asset specialization, providing sales enablement support through Proposals (RFPs, RFIs, DDQs), Consultants Database Services, and other related activities. Key Responsibilities: - Willingness to work/cover US Time Zone (minimum EST). - Prepare questionnaires and other documents for Wholesale & Institutional clients on a wide range of products and services marketed by DWS. - Perform quality checks on RFPs. - Develop expertise on DWS product offerings and serve as a single...

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0.0 - 4.0 years

0 Lacs

haryana

On-site

As a Sales Intern at Mnivesh, you will be a part of the Mutual Fund Department, where you will gain hands-on experience in client acquisition, relationship management, and investment advisory support. Your role will involve the following key responsibilities: - Assist the sales team in promoting and distributing mutual fund products to potential clients. - Identify and reach out to prospective investors through calls, meetings, and digital platforms. - Educate clients on mutual fund schemes, investment benefits, and suitability as per financial goals. - Maintain and update client databases, sales records, and MIS reports. - Support in organizing client meetings, webinars, and financial liter...

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a highly skilled Full Stack Python Developer, your role will involve designing and building a next-generation Stock Market Trading Portal. This platform aims to offer real-time trading capabilities, portfolio management, advanced analytics, and integrated financial news feeds for various user roles such as individual traders, institutional traders, and brokers. You will need to leverage your technical expertise in Python and full-stack development, along with practical knowledge of financial markets and trading systems, to contribute to system architecture and product innovation in a dynamic environment. Key Responsibilities: - Platform Development: Design, develop, and deploy a robust st...

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7.0 - 12.0 years

0 Lacs

ahmedabad, gujarat

On-site

You are a highly motivated and experienced Sales Head in Mutual Fund & Fixed Income, responsible for leading the sales team and driving business growth. Your role involves developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. - Lead and manage the sales team to achieve business targets. - Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. - Build strong client relationships and expand the client base. - Collaborate with product and research teams to design suitable investment solutions. - Monitor sales performance and ensure compliance with SEBI, AMFI, and othe...

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