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1.0 - 3.0 years
2 - 6 Lacs
Nokha, Bikaner
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of banking products and services to customers. Stay up-to-date with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in micro mortgages. Strong understanding of financial markets and products, including investment products and services. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex financial data and provide informed advice. Proficiency in using technology-based tools and platforms to enhance customer engagement and sales performance.
Posted 2 months ago
6.0 - 7.0 years
2 - 4 Lacs
Kumbakonam, Nagapattinam
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 6-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement in existing portfolios. Collaborate with internal teams to develop and implement effective investment strategies that meet client objectives. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal portfolio performance. Identify cross-selling opportunities across various banking products to increase revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets, instruments, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and prioritize tasks to meet deadlines. Strong analytical and decision-making skills with attention to detail and accuracy. Experience working with diverse client groups, including high net worth individuals and businesses.
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Chidambaram, Panruti
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide informed investment advice.
Posted 2 months ago
1.0 - 2.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in MLAP. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on MLAP. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Proficiency in using technology and software applications to manage client relationships and data.
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Chennai
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze client needs and provide effective solutions. Experience working with cross-functional teams to achieve business objectives.
Posted 2 months ago
1.0 - 4.0 years
2 - 6 Lacs
Ludhiana, Ambala
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Proven experience in relationship management, preferably in micro mortgages or a related field. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze complex financial data. Experience working with small finance banks or similar institutions is an advantage.
Posted 2 months ago
2.0 - 4.0 years
2 - 6 Lacs
Visakhapatnam, Vizianagaram
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Proven experience in relationship management, preferably in micro mortgages or a related field. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze complex financial data. Experience working with small finance banks or similar institutions is an advantage.
Posted 2 months ago
2.0 - 7.0 years
1 - 5 Lacs
Tiruchirapalli
Work from Office
We are looking for a highly skilled and experienced Cluster Manager to lead our Mutual Fund team in the BFSI sector. The ideal candidate will have a strong background in managing teams and driving business growth, with 2-7 years of experience. Roles and Responsibility Manage and oversee the performance of the Mutual Fund team to achieve business objectives. Develop and implement strategies to drive sales growth and expand the customer base. Lead and motivate a team of professionals to meet their targets and goals. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain relationships with key stakeholders, including customers, partners, and regulatory bodies. Monitor and control expenses to ensure cost-effectiveness and efficiency. Job Requirements Strong knowledge of the BFSI sector, particularly in Mutual Funds. Proven track record of achieving sales targets and leading high-performing teams. Excellent leadership, communication, and interpersonal skills. Ability to analyze complex data and make informed decisions. Strong understanding of financial markets and regulations. Experience in managing and developing a team of professionals. Educational qualifications: Any Graduate or Postgraduate degree. About Company Equitas Small Finance Bank Ltd is a leading player in the BFSI sector, committed to providing innovative financial solutions to its customers.
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Chennai
Work from Office
Looking to onboard a skilled Relationship Manager with 2-7 years of experience in the BFSI industry, specifically in Mutual Funds, to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing relationships through effective sales strategies. Conduct market research and analyze trends to stay ahead of competitors and offer innovative products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Achieve sales targets and contribute to the overall growth of the organization. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required for building strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to analyze market trends and identify opportunities. Experience working with cross-functional teams to achieve organizational goals.
Posted 2 months ago
4.0 - 6.0 years
3 - 7 Lacs
Kallakkurichi, Chidambaram
Work from Office
We are looking for a skilled Credit Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 4 years of experience in the BFSI industry, with a strong background in credit management and analysis. Roles and Responsibility Manage and analyze credit data to identify trends and areas for improvement. Develop and implement effective credit policies and procedures to minimize risk. Collaborate with cross-functional teams to provide excellent customer service and support. Conduct thorough credit assessments and make informed decisions on loan approvals. Monitor and report on credit performance metrics to senior management. Identify opportunities to improve credit processes and implement changes as needed. Job Requirements Strong knowledge of credit principles, practices, and regulations. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills, with the ability to build relationships with customers and stakeholders. Proficiency in credit software and systems, with the ability to learn new technologies. Strong understanding of financial markets and economic conditions, with the ability to make informed decisions.
Posted 2 months ago
1.0 - 2.0 years
2 - 4 Lacs
Mehsana, Mandasa, Ahmedabad
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends to offer informed investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to build long-term relationships with clients. Analyze client feedback and suggest improvements to enhance overall customer satisfaction. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide informed investment advice. Experience working with cross-functional teams to achieve business objectives.
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Kolhapur, Nagar, Pune
Work from Office
Looking to onboard a skilled Relationship Manager with 1-5 years of experience in the BFSI industry, specifically in Mutual Funds. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify new business opportunities and expand existing relationships. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay up-to-date with market trends and competitor activity to stay ahead in the industry. Identify cross-selling opportunities across various product lines to maximize revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide expert advice to clients. Proficiency in using CRM software and other tools to manage client interactions.
Posted 2 months ago
6.0 - 8.0 years
8 - 10 Lacs
Mumbai
Work from Office
Job Title: Project & Change Lead Business Analyst/Project Manager Location: Mumbai, India Corporate Title: AVP Role Description You will be joining the Credit Risk Management (CRM) Change Team within Deutsche Banks Group COO function. The team is responsible for driving and facilitating regulatory compliance, strategic transformation, and process re-engineering programmes of work in relation to managing the E2E credit life cycle. The delivery of change requires close collaboration with Credit Risk Management and key functions outside of Credit, namely Risk Methodology, Front Office, Finance and Risk IT. You will be supporting a bank wide initiative to enhance and automate end to end workflows and connectivity across the transaction life cycle (incl. connections with Front Office, Finance, Operations and Legal). You will be working with business and technology colleagues in defining the vision, business operating model, key business processes and requirements. You will support the Change Execution Manager/Director and work with delivery teams across Portfolio Analytics, Reporting, Data, Credit Analysis and Ratings and be responsible for managing projects throughout their lifecycle, on an End-to-End basis from inception through to delivery. You will also be responsible for the analysis phase of a project and design of the optimal target state, supported by key subject matter experts (SMEs) Your key responsibilities Responsible and accountable for the delivery of agreed project outputs to the agreed time, and quality parameters within the agreed scope Manage and coordinate the activity of Credit SMEs, technical experts, and analysts to ensure that tasks are performed which results in the project deliverable. Responsible for analyzing the requirements and requests from the business as well as identifying and assessing change needs Capturing and documenting requirements, analyzing the impact of changes and supporting the business throughout the implementation process Sharing a commitment to delivering business value by ensuring that the business requirements are aligned with our strategic objectives, business architecture, information technology and product roadmap Drive communication between the business divisions and the solution providers for all aspects of identifying, implementing, and maintaining solutions Preparing/supporting presentations for senior management discussions to drive key decisions around process design, project timelines and prioritization of deliveriesCreate and maintain strong relationships with the different teams in the bank, programme sponsors & other stakeholders Your skills and experience Education and Experience: University degree in Business Administration, Finance, Technology, Engineering (or comparable qualification) 6-8 years of relevant professional experience in Financial industry/risk management- preferably in credit risk relevant functions Project management, preferably in Agile Transformation methodology Working on large scale projects including business adoption and regulatory approval Demonstrable experience in supporting/managing projects with complex solutions Experience as a business analyst driving technology change in the financial services industry Competencies : Knowledge of Credit risk management processes is a pre-requisite; additionally, ability to understand IT functionality and systems, financial products, and international financial markets, and regulatory requirements for the credit risk management function is preferred Ability to understand credit policies and processes to draw relationship with supporting business/technology architecture and vice-versa Working knowledge of Credit concepts: Credit Ratings, PD, LGD, EAD, ECL, Expected Loss, Credit Loss Provisioning. Regulatory concepts like CRR, Basel II, III & IV; Credit Model knowledge is preferred Understanding of Credit Appraisals, Limit Setting, Credit Products will be an added advantage Proven ability to effectively assess and mitigate program risks and dependencies Ability to work across multiple teams for program execution; experience in large scale regulatory and transformation program implementation Exhibit strong analytical skills and clear problem solving with the ability to manipulate large amounts of data Ability to effectively communicate with a diverse range of stakeholders, including senior management and team members Ability to challenge sponsors and stakeholders ensuring delivery of efficiencies and cross platform standards Ability to work in virtual teams and in matrices organizations Able to work well under pressure, with tight deadlines Excellent writing and communication skills (English)
Posted 2 months ago
3.0 - 8.0 years
5 - 10 Lacs
Gurugram
Work from Office
About the Role: Grade Level (for internal use): 08 Job Description Summary : S&P Global Market Intelligences Managed Corporate Actions (MCA) service is a best-in-class centralized source of validated corporate action announcements for three million equities, fixed income, and structured finance securities across global markets. MCA services customers as a single source that streamlines operations for the collection, validation and dissemination of corporate actions. The Corporate Actions Product Services Team across locations in India, Singapore, London, New York, and Dallas is responsible for corporate actions validation research, client support and new client onboarding, vendor management, quality control, and strategic support for new operational and product initiatives. The global team of corporate actions research analysts monitors domestic and international corporate actions announcements from the point of notice of inception and conducts a stringent cleansing process. MCA receives corporate actions information from vendor feeds, which create an announcement composite that the team researches and enriches to produce validated multi-sourced corporate actions records for customers to pass notification on to their clients to take investment decisions and allocate entitlements that result from the event. The successful Corporate Actions Associate candidate is a highly motivated team player, who is focused and dedicated to ensuring that the state of each composite record clearly defines the terms of the corporate action in order for clients of the service to pass notification on to their own clients to conduct investment decisions and to allocate entitlements resulting from the corporate action. Key functions include data capture and validation of announcement publication initiated by information received from vendor feeds, data enrichment, research and analysis, interfacing with agents, supporting clients inquiries to further elaborate on market nuances, strategic operations projects and assignments that contribute to the business's product roadmap and revenue generating initiatives. Duties & Accountabilities Review corporate action announcements and conduct research to obtain details required to validate and complete announcements for publication of composite records to clients. Conduct research leveraging various sources, including but not limited to prospectuses, information circulars, exchanges and bulletins, and company websites to thoroughly source and validate corporate action information. Interface with Domestic and Foreign Paying/Transfer/Information Agents, Custodian Banks, Exchange Officials, and other external parties to obtain informative details on corporate actions. Review daily exception reports; research and resolve exceptions. Contribute input to develop/modify procedures and controls. Collaborate with local and global team members to improve procedures and identify and implement opportunities to realize efficiencies and improve quality for a better downstream product and to enhance level of service delivered to clients. Contribute to user acceptance testing and special projects in partnership with Product Services teammates locally and in other locations, and with Product and Technology Team counterparts. Understand Service Level Agreements (SLAs) and their impact on operations and clients. Competencies Degree in Finance preferred. Strong awareness of global financial markets and in-depth knowledge of Equities and Fixed income markets Strong research and data mining skills required. Knowledge of financial markets and awareness of current global financial news Out of the box thinker with proven analytical and critical thinking skills Elevated level of initiative with strong propensity to work under pressure to meet tight deadlines. Meticulous Strong verbal and written communication skills for interactions with teammates across roles and locations, external information sources, and clients. Ability to work well both independently and as a member of a team. Flexible to work in shifts as well as on Sunday (no late-night shifts required) as this would be a Sunday to Thursday work week. Excel and SQL skills preferred.
Posted 2 months ago
2.0 - 6.0 years
4 - 8 Lacs
Warangal, Hyderabad, Nizamabad
Work from Office
About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client expe Preparing investor and client CDD files for final review by Account Manager. Requesting appropriate CDD documentation from investors in CFS (Citco Fund Services) administrated funds and from CFS clients. Maintaining an overview of complete and incomplete CDD records and ensuring action is taken to complete all CDD records. Timely follow up on pending CDD requests keeping compliance with CFSI escalation and follow up procedures. Manage maintenance and safe keeping of CDD documents and files. Liaising with internal Investor relations team on a daily basis responding to investor and client AML queries. Ensuring queries and emails are responded to in a timely and accurate manner. Clearing and/or investigating/verifying possible matches as generated by the scanning application that Citco uses to scan their client base against lists of undesirable persons. Maintaining a database of High Risk investors and ensuring the appropriate actions is taken with regards to these. Keeping informed as to present and future legislation and regulatory developments in the jurisdiction. Assisting with fund specific CDD reviews. Ensure the AML applications are consistent with the Company s AML policy and risk assessment. Escalation point for clients, investors and Citco employees on all AML/CDD queries Client management for new and existing clients. Provide information to management in respect of AML/CDD issues arising. Ensure all queries received by the team are responded to in a timely manner. Maintain delivery of a high quality service level to clients and other Citco departments ensuring all queries are dealt with in a professional manner and escalating where appropriate. Ensure a professional relationship is maintained with clients and stakeholders at all times. Managing specific projects which may arise from time to time. Qualifications for Internal Candidates About You: A degree qualified in a business or Finance related disciple. Team player who can work well within the function to deliver a quality service. Attentive to detail, creative and innovative. Excellent communication and writing skills. Client focused. Proven interest in the financial markets and hedge fund industry. Proficient in Microsoft Office applications. Our Benefits Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Posted 2 months ago
0.0 - 2.0 years
10 - 14 Lacs
Mumbai
Work from Office
Financial Analyst Mumbai| Full-time (FT) | Financial Markets Shift Timings- APAC/EMEA/NAM |Management Level- Analyst| Travel - NA The ideal candidate must possess strong communication skills, with an ability to listen to and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Analyst Roles & responsibilities Working on back office and middle office processes for financial institutions Handling different stages of client/product life cycle across stages - KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations etc. Expected to work on Data capture, cataloguing, data processing, system inputs and updates, reconciliations, settlements and fund transfers Preparation of reports using MS Excel Role could entail external interaction with agents/counterparties/clients to solve queries and discrepancies related to the process. This could be telephonic or through emails Risk identification and escalation, timely escalation of outstanding issues to clients Working on various trade support activities across the Trade Lifecycle like Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade position, Report generations, Settlements of Cash Flows coming from various trading events like Interest or Premium, Operations of Syndicated Loans, Corporate action set-up and operations Working on other capital market operational tasks other than Trade Life-cycle support like Reference Data support, Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations Job would require the candidate to learn and master various financial products including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives and Fixed Income products (e.g. Corporate and Treasury Bonds) Technical and Functional Skills: Bachelors Degree (B.com, BBA, BBM, BCA) / Masters Degree (M.com, MBA, PGDM) 0 to 2 years of experience ininvestment banking operations involving projects people, process and client management. Should have basic knowledge of finance, trade life cycle, investment banking, and derivatives. High levels of energy enthusiasm, commitment and productivity, Proactive, effective influencer, result oriented. Should be good with logical and quantitative abilitiesto derive information from data. Time management and ability to resolve issues quickly. Above average in planning, organizing and time management.
Posted 2 months ago
6.0 - 10.0 years
4 - 8 Lacs
Mumbai
Work from Office
The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. The candidate must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, the candidate must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Role Overview: We are looking for a Manager- Talent Acquisition (Sourcing Lead) to drive the sourcing strategy for Investment Banking hiring. The ideal candidate will lead a team of 8-10 sourcers and ensure seamless delivery of high-quality talent in alignment with business needs. Key Responsibilities: Sourcing Strategy & Execution: Develop and implement innovative sourcing strategies to attract top-tier Investment Banking professionals & Financial Analysts Team Leadership: Manage and mentor a team of 8-10 sourcers, ensuring performance alignment with hiring goals. Stakeholder Management: Collaborate closely with recruiters, hiring managers, and business leaders to understand role requirements and provide strategic sourcing insights. Pipeline Building: Drive proactive talent pipelining for niche and leadership roles in Investment Banking operations. Market Intelligence: Stay updated on industry trends, competitor hiring practices, and talent market dynamics to refine sourcing approaches. Process Optimization: Continuously improve sourcing processes, leverage recruitment technology, and track key sourcing metrics to enhance efficiency. Compliance & Governance: Ensure adherence to recruitment policies, diversity hiring initiatives, and compliance guidelines. Key : Experience: 6-10 years of talent acquisition experience, with at least 3-5 years in a lead role focused on sourcing using LinkedIn, Naukri, Internshala, Apna.com, IIMJobs and other Social Media Platforms Domain Expertise: Strong understanding of Investment Banking operations, financial markets, and associated talent landscape. Sourcing Skills: Hands-on experience with job portals, LinkedIn Recruiter, Boolean search techniques, and other sourcing tools. Leadership Ability: Proven experience in managing high-performing sourcing teams. Stakeholder Management: Ability to collaborate with senior leadership and hiring managers. Analytical Mindset: Data-driven approach to tracking sourcing effectiveness and optimizing recruitment strategies. Communication Skills: Excellent verbal and written communication skills.
Posted 2 months ago
2.0 - 4.0 years
5 - 9 Lacs
Pune
Work from Office
: Job TitleXtrackers Sales Support Analyst LocationPune, India Corporate TitleNCT Role Description DWS Group (DWS) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas, and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability, and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management as well as our deep environmental, social and governance focus complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, giving strategic guidance to our investment approach. DWS wants to innovate and shape the future of investing. We understand that, both as a corporate as well as a trusted advisor to our clients, we have a crucial role in helping to navigate the transition to a more sustainable future. With approximately 4,700 employees in offices all over the world, we are local while being one global team. We are committed to acting on behalf of our clients and investing with their best interests at heart so that they can reach their financial goals, no matter what the future holds. With our entrepreneurial, collaborative spirit, we work every day to deliver outstanding investment results, in both good and challenging times to build the best foundation for our clients financial future. Xtrackers, the ETF, ETC and mandates business of DWS, began in 2007 as a specialist in synthetically replicating ETFs. Today, we are one of the largest and most established ETF providers globally. With around 180 ETFs on our UCITS platform in Europe and over 40 ETFs on our US 40 Act platform, we offer our investors a broad range of efficient, high-quality exchange-traded index trackers across all major asset classes, including equities, bonds, and commodities. Today, our Xtrackers exchange traded funds (ETFs) are listed on eight exchanges worldwide. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Your key responsibilities DWS is seeking a highly motivated, diligent applicant for the position of Sales Support Analyst. You will assist the global Xtrackers sales team, with a specific focus on the US Onshore team. Being an extension of the teams on client enquiries related to, amongst other topics: ETF holdings ETF and index analysis ETF information requests Helping senior sales team members to organize roadshow agendas Helping senior sales team members with client meeting follow-up action points Helping team leads build client focus lists for their teams based on: ETF partner client data packs Holders of products aligned with those in our range Tax loss harvesting opportunities Focus state and city coverage Managing timely and accurate delivery of various ad hoc and regular reporting for clients, including, but not limited to: ETF holdings Being the team point person for various tech and databases, such as: Aladdin Bloomberg Salesforce (including Salesforce Marketing Cloud/building marketing campaigns for targeted email distribution lists for specific topics/content) Write event and webinar invitations Setting up and maintaining internal databases and spreadsheets to monitor: Net new assets and net revenues Competitor products New launches in the market Traffic managing and reviewing RFPs Updating specific PowerPoint presentations for specific markets Traffic management for approval of sales aids and materials Your skills and experience The Ideal Profile University-level degree, MBA and/or CFA highly regarded. Proficiency with MS Office applications (in particular, MS Outlook, MS Excel, MS PowerPoint) Product knowledge of exchange traded products is an advantage but not required. Deep, demonstrable interest in financial markets Languages: English fluent, both written and spoken Spanish - beneficial but not necessary Personal characteristics Self-starter Resourceful Team player Proactive Able to think outside the box. Strong organizational skills Strong data analysis skills Excellent communication skills + high energy levels Flexible, able to deal with ad hoc urgent tasks as well as regular, scheduled tasks. High work ethic, with strong sense of ownership, accountability, and responsibility How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs
Posted 2 months ago
3.0 - 4.0 years
8 - 9 Lacs
Mumbai
Work from Office
Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar s research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor/retail/institutional clients use our products to meet their goals. This position is based in our Mumbai office. Responsibilities Provide best-in-class service to all incoming client queries related to Morningstar products and services. Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client. Apply a professional, timely, and proactively approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Meet required service levels for the process Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary Requirements: 3-4 years of proven experience in client support/service A proven track record of managing clients with contractual timelines and scope Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning Knowledge of networking, internet, communication concepts and complex software systems Excellent skills in Microsoft Excel Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English
Posted 2 months ago
3.0 - 7.0 years
8 - 14 Lacs
Bengaluru
Remote
• Build & manage relationship with UHNIs, Family Offices, & treasuries • Represent at events & networking platforms • Identify new leads & drive regional business growth for product offerings • Liaison with clients for compliance & service needs Required Candidate profile • Exp. in client relationship within asset management, private wealth or investment advisory • Exposure to PMS, AIFs, or MF platform preferred & work with marketing/strategy team for outreach campaign
Posted 2 months ago
4.0 - 8.0 years
6 - 11 Lacs
Bengaluru
Work from Office
Independently perform the analysis, design and development of high volume, low latency applications for mission critical systems delivering high-availability and performance to best meet customer needs. Write well designed, testable, efficient code to support varied and more complex IT solutions Provide strong technical expertise and collaborate with other IT specialists to rapidly develop and deliver stunning solutions that meet changing business needs. Perform all necessary discovery and fact finding to fully understand more complex business problems and opportunities and independently execute all assignments. Analyze and recommend solutions to development and production issues while effectively communicating to the project team, applicable vendors and/or the manager in a timely manner. Research and stay abreast of technology trends and IT best practices, with a focus on continuous learning and possible application to the business. Provide direction and assistance to less experienced team members. Excellent analytical, and written and oral communication skills. Ability to work both individually and as a member of a team. Embed Here for good and Group s brand and values in Cash FI Investigations and Smart Workflow hive. Strategy Experienced practitioner and hands on contribution to the squad delivery for their craft (Eg. Engineering). Responsible to evolve the craft towards improving automation, simplification and innovative use of latest market trends. Business Ensure work is delivered as per the required business objectives Work with the Product owner and team to enable business objectives to be met Processes Manage the lifecycle of products or services, ensuring governance is maintained and aligned with the groups framework. People & Talent Work collaboratively within the team and be a team player with focus to deliver individual and team objectives Key Responsibilities Risk Management Actively identify proactive risk identification and management, establishing a vigilant culture that anticipates and addresses issues swiftly. Coordinate risk escalation and participate in resolution processes, ensuring timely understanding the root cause. Governance Exemplify and promote adherence to the groups values and code of conduct, ensuring all activities comply with regulatory and ethical standards. Regulatory & Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Lead the [country / business unit / function/XXX [team] to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Serve as a Director of the Board of [insert name of entities] Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders Interact with peer programmers, leads, Engineering Analysts, Architects, Interface team SPOC, Users, Test engineers to ensure timely completion of deliverables with high quality. Other Responsibilities Embed Here for good and Group s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role] Skills and Experience Pega BPM V 8 and above Web services Integration technologies (SOLACE, API, MQ) Workflow modelling Design of enterprise scale applications with Pega Pega Smart Investigate Qualifications EDUCATION Bachelor s degree in Computer Science, engineering or equivalent discipline, he/she must have relevant experience fulfilling responsibilities of the position CERTIFICATIONS PEGA CSA About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 28573
Posted 2 months ago
0.0 - 1.0 years
3 - 4 Lacs
Chennai
Work from Office
About AssetPlus We at AssetPlus aim to bring about a paradigm shift in the Fin-Tech market with our wealth management platform for distributors and end-users. Our vision is twofold - to educate people, particularly those in rural areas, about the variety of products available for wealth expansion, and to become a hub of all things investment. We are working towards making wealth management accessible to financial experts from all walks of life and support their journey in creating millions of retail investors. What will you do? Engage with partners to understand their requirements and help them leverage the AssetPlus platform and its benefits Establish and nurture value-based relationships with partners and ensure alignment with their key business goals Provide consultation to partners on leveraging the AssetPlus platform to grow their business Guide partners through the onboarding process, ensuring a seamless activation experience Drive partner participation in webinars, contests, and other engagement initiatives Work towards activating the partners after onboarding, which contributes to the business growth Why AssetPlus? Exponential career growth in a sport span Lucrative role and immense exposure to the industry High scope for learning and knowledge development Team engagement and culture-building activities Young and vibrant team Informal dress code Well-stocked pantry & daily lunch Regular team outingsculture-building What we are looking for? Enterprising and adaptive to the culture Interest in financial markets and products Self-driven and motivated Creative and Solution oriented Fluent in English and Hindi Preferrably Freshers
Posted 2 months ago
7.0 - 12.0 years
10 - 14 Lacs
Bengaluru
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Murex Connectivity 2.0 Good to have skills : Murex Back Office Workflows Minimum 7.5 year(s) of experience is required Educational Qualification : NA Summary :As an Application Lead for Packaged Application Development, you will be responsible for leading the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve utilizing your expertise in Murex Connectivity 2.0 to ensure seamless integration and connectivity. Roles & Responsibilities: Lead the design, development, and implementation of Murex Connectivity 2.0 solutions, ensuring seamless integration and connectivity with other systems. Act as the primary point of contact for all Murex Connectivity 2.0 related queries, providing technical guidance and support to the team. Collaborate with cross-functional teams to ensure the successful delivery of Murex Connectivity 2.0 solutions, including working with business analysts, project managers, and other stakeholders. Provide technical leadership and mentorship to the team, ensuring adherence to best practices and standards in Murex Connectivity 2.0 development. Stay updated with the latest advancements in Murex Connectivity 2.0 and related technologies, integrating innovative approaches for sustained competitive advantage. Professional & Technical Skills: Must To Have Skills:Expertise in Murex Connectivity 2.0. Good To Have Skills:Experience with Murex Back Office Workflows. Strong understanding of financial markets and trading systems. Experience in leading and managing teams in a fast-paced, dynamic environment. Excellent communication and interpersonal skills, with the ability to effectively communicate technical concepts to both technical and non-technical stakeholders. Additional Information: The candidate should have a minimum of 7.5 years of experience in Murex Connectivity 2.0. The ideal candidate will possess a strong educational background in computer science, engineering, or a related field, along with a proven track record of delivering impactful solutions in Murex Connectivity 2.0. This position is based at our Bengaluru office. Qualification NA
Posted 2 months ago
2.0 - 3.0 years
4 - 5 Lacs
Gurugram
Work from Office
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR s investments may include the activities of its sponsored funds and insurance subsidiaries. KKRs Gurugram office provides best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKRs global culture and values of teamwork and innovation. The office will contain multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR. TEAM OVERVIEW KKR s Code of Ethics team sits within the Compliance function. The team is responsible for the administration of all aspects of KKR s Code of Ethics, which includes the Firm s Personal Investment Policy and other policies and procedures designed to mitigate conflicts of interest that could arise between the Firm and its employees. POSITION SUMMARY The role will support the global compliance team responsible for administering the Code of Ethics. This individual will closely partner with members of the Code team in various regions to disposition employee requests and otherwise assist employees with respect to the administration of KKR s Code of Ethics. The individual will undertake a variety of regular and ad hoc Code-related tasks. ROLES & RESPONSIBILITIES Review and process employee requests related to personal trading and other matters subject to the Code of Ethics Assist employees with brokerage account administration, including collection and review of account statements and the establishment of broker feeds from custodian banks Assist with all aspects of employee annual and quarterly certification and disclosure requirements Assist employees with ComplySci, the software that the Firm uses to administer the Code of Ethics Respond to internal and external information requests related to the Code of Ethics Maintain employee records related to the Code of Ethics Assist with the development and enhancement of management reporting related to the Code of Ethics Collaborate closely with Compliance, Legal, and other stakeholders to escalate and report findings, facilitate investigations, and implement remedial actions as necessary. Stay abreast of regulatory developments and industry best practices related to conflict of interest, insider trading and market abuse detection, providing insights and recommendations for enhancing code capabilities and processes. Contribute to the development and enhancement of code of ethics policies, procedures, and training programs to promote a culture of compliance and integrity within the organization. QUALIFICATIONS Two to three years of relevant compliance experience Familiarity with financial markets and financial instruments, including some familiarity with securities trading, strongly preferred. Familiarity with Code of Ethics software such as ComplySci strongly preferred. Excellent analytical skills with the ability to interpret and analyze large volumes of data and identify anomalies or patterns indicative of potential misconduct. Detail- oriented with a strong commitment to accuracy and quality in all aspects of work. Ability to work independently, prioritize tasks effectively, and manage multiple projects simultaneously in a fast-paced environment. Proficient with Microsoft Excel, PowerPoint and Word. Demonstrates highest levels of integrity. Detail-oriented Displays team-work orientation and is highly collaborative. Builds strong relationships with local and global colleagues. Good communications skills with a focus on efficiency and responsiveness to employee and team requests KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
Posted 2 months ago
2.0 - 9.0 years
4 - 11 Lacs
Gurugram
Work from Office
Experienced Commentary Investment Writer with key role and responsibility to delivering financial content as writers ( Asset Management), managing content deadlines, and collaborating closely with investment teams to produce insightful and engaging market commentary. The ideal candidate will have a strong understanding of financial markets, investment strategies, and macroeconomic trends, combined with excellent writing and editorial skills. This position requires both strategic oversight and hands-on writing responsibilities, ensuring high-quality output that aligns with the firm s brand and messaging. Content Writing Good understanding of financial content as an investment writers, production of market commentary, fund reports, and thought leadership content. Write and edit investment insights, market analysis, and fund performance commentaries for both institutional and retail audiences. Translate complex investment concepts into clear, engaging, and client-friendly content. Content Workflow Management Align and deliver to team s editorial calendar, ensuring content is delivered on time and meets internal quality standards. Assign and review content, providing feedback and guidance to team members. Coordinate workflow and priorities in line with business needs and market events. Collaboration & Stakeholder Engagement Work closely with portfolio managers, analysts, and marketing teams to ensure commentary aligns with investment views and strategies. Liaise with compliance teams to ensure all content meets regulatory requirements. Stay up to date with market trends and firm positioning to enhance content relevance. Key Skills & Experience Proven experience as an investment writer, financial journalist, or investment communications specialist within asset management, financial services, or investment publishing. Deep understanding of financial markets, asset classes, and macroeconomic trends. Exceptional writing, editing, and storytelling skills, with the ability to adapt tone and style for different audiences. Ability to work under pressure and manage multiple projects in a fast-paced environment. Familiarity with regulatory and compliance considerations in investment communications. Work at the intersection of finance and communication, shaping the firm s investment voice. Engage with top investment professionals in a dynamic and intellectually stimulating environment. Qualifications Degree in , Economics, Journalism, or a related field. CFA or similar financial qualifications (desirable but not essential). (2:00p-10:30p) Marketing/Product Management
Posted 2 months ago
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