1702 Financial Markets Jobs - Page 5

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

Role Overview: Join our dynamic EMEA Lending Team at J.P. Morgan to provide first-class credit solutions for ultra-high net worth clients. As an EMEA Lending Professional, you will be part of a diverse team dedicated to delivering exceptional client experiences. If you have an entrepreneurial mindset and thrive in a collaborative environment, this opportunity is for you. Key Responsibilities: - Conduct loan pricing and return on equity analysis for Advisors. - Manage credit reviews and documents for multi-year deals. - Oversee the lists and requests for Credit Questionnaire and PFS. - Curate and present data to support senior management discussions. - Partner closely with internal stakeholde...

Proud to share LSEG in the India is Great Place to Work certified (Jun &apos25 - Jun &apos26). Learn more about life and purpose of our company directly from India colleagues' video: Bengaluru, India | Where We Work | LSEG Company Fundamentals is one of the key verticals within Company Data. The vertical is basically responsible for providing financial information on companies across the globe. Financial information for the clients would basically mean communicating financial statements as reported by the companies to the clients. The day-to-day responsibility would mean updating Balance Sheet, Income Statement and Cash Flow Statement, including footnote items and business, geographic and pe...

As a Client Experience Manager at Goldman Sachs Asset Management, you will be responsible for supporting a diverse set of investment products - equities, fixed income, and alternatives - through various distribution vehicles in a fast-paced environment. Your role will involve providing superior client service, retaining and expanding existing relationships, and collaborating with various teams to address client queries. **Key Responsibilities:** - Contribute to a broad platform that serves as the clients" main point of contact for functional areas such as Portfolio Management, Trading, Operations, Legal, and Compliance - Manage client inquiries, resolve ad hoc issues, and ensure customized a...

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...

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...