1. The job involves using quantitative and qualitative techniques for constructing portfolios plus analysing securities globally and in India - which may be equity or fixed income securities. 2. Specific skills for Fixed Income Analyst: The Analyst will be required to a) Maintain and manage fixed income products effectively. b) Constant monitoring of the performance of various fixed income instruments in India as well as globally. c) Focus on continuous improvement in the areas of fixed income trading, credit modelling and monitoring systems. d) Maintain advanced knowledge of fixed income markets. e) Detailed knowledge of financial concepts is essential. In addition, exposure to data sciences. f) Experience in analyzing international fixed income securities and knowledge about global government securities will be an added advantage. 3. Perform market and portfolio analysis to support the Equity and fixed income strategies. 4. Participate in business meetings to share recommendations and ideas for investment. 5. Write reports/notes on Stocks /Fixed Income Markets (US, UK, Euro Zone etc.).
First Global Securities Limited is looking for Jr. Relationship Manager Investments to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision - making process. Upselling and cross - selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.
First Global Securities Limited is looking for Sales Executive Lead Generation & Client Servicing to join our dynamic team and embark on a rewarding career journey. Generate qualified leads through outbound calls, email campaigns, and networking efforts. Research and identify potential clients, presenting tailored solutions to meet their needs. Maintain and update CRM systems with client information and interaction history. Follow up on sales inquiries and build long - term relationships with prospects. Support the sales cycle by preparing proposals, demos, and service presentations. Collaborate with internal teams to ensure successful onboarding and customer satisfaction. Monitor market trends and competitor offerings to refine value propositions. Achieve lead conversion and revenue targets through strategic outreach and service excellence.
1. The job involves using quantitative and qualitative techniques for constructing portfolios plus analysing securities globally and in India - which may be equity or fixed income securities. 2. Specific skills for Fixed Income Analyst: The Analyst will be required to a) Maintain and manage fixed income products effectively. b) Constant monitoring of the performance of various fixed income instruments in India as well as globally. c) Focus on continuous improvement in the areas of fixed income trading, credit modelling and monitoring systems. d) Maintain advanced knowledge of fixed income markets. e) Detailed knowledge of financial concepts is essential. In addition, exposure to data sciences. f) Experience in analyzing international fixed income securities and knowledge about global government securities will be an added advantage. 3. Perform market and portfolio analysis to support the Equity and fixed income strategies. 4. Participate in business meetings to share recommendations and ideas for investment. 5. Write reports/notes on Stocks /Fixed Income Markets (US, UK, Euro Zone etc.). Candidate Profile 1. MBA/MSc Finance candidates (with project or internship in equity stroke fixed income) 2. Graduate (CFA level 3 or atleast 6 months of relevant fixed income experience) 3. 80% scores in 10th, 12th & Graduation exams. 4. Should have good knowledge about various stocks under different sectors 5. Must have very strong reading habits 6. Should be able to prepare financial models and in-depth study of the model is required rather than having superficial numbers/figures in the financial model 7. A thorough knowledge of financial concepts is expected. (Work from Home for now)
Responsibilities: Execution of Trades as per Model Allocation. Execution of Fixed Income/NCD Trades for Corporate/HNI Client. Yield Calculation, Negotiations. Execution of Mutual Fund Orders on Star Mf, Trading Platform. Execution of High Tick Size Trades/ Volume Trades via Bulk Deal / Block Deal. Execution of Fixed Income/NCD Trades for Corporate/HNI Client. Yield Calculation, Negotiations. Execution of High-Value Mutual Fund Orders on Star Mf, Trading Platform. Client Reports:- To Prepare Allocation Master File For Accurate Allocation For More Than 500 Clients on Excel. To Prepare Portfolio Returns Report--(Fission Vector- Internal Software) MProfit: - Capital Gain, Stock Register, Portfolio Summary, Dividend report, other expenses reports To Maintain Stocks Daily Delivery Data, FII & DII Data, Bulk-Block Deals. To Create Social Media Marketing Images for different occasions and product Designated Dealer serving clients. Placing orders on behalf of clients and assisting them with their queries. Handled post markets trade confirmation. Compliance. To prepare Account opening Documents. UCC, UCI, KYC Reports Submission Client Funding Details Margin Funding File Risk Based Supervision Prepared Documents for Collateral Submission. Payin-Pay outs of the Shares. candidate profile : 1. Minimum 2-3 years of experience as an accountant, excluding articleship period. 2. Strong knowledge of accounting principles and compliance requirements. 3. Detail-oriented with excellent organizational skills. 4. Proficient in using accounting software. 5. Good communication and coordination skills. 6. Ability to think critically and propose innovative ideas.
1. Outgoing calls - Identify, generate, and qualify new leads through calls, emails, and follow-ups 2. Proactively reach out to old and existing leads to pitch suitable investment products 3. Collaborate with the relationship team to ensure a smooth client experience 4. Upsell and cross-sell products such as PMS, AIFs, and Global offerings where relevant. 5. Be available to connect with clients according to their preferred timings 6. Maintain detailed records of interactions, follow-ups, and lead status using CRM. 7. Strong communication and interpersonal skills 8. Passion for sales and client engagement 9. Basic understanding of capital markets and investment products 10. Ability to manage time effectively and follow up diligently 11. Self-driven with a numbers-oriented mindset 12. Flexibility to align with client availability
1. The job involves using quantitative and qualitative techniques for constructing portfolios plus analysing securities globally and in India - which may be equity or fixed income securities. 2. Specific skills for Fixed Income Analyst: The Analyst will be required to a) Maintain and manage fixed income products effectively. b) Constant monitoring of the performance of various fixed income instruments in India as well as globally. c) Focus on continuous improvement in the areas of fixed income trading, credit modelling and monitoring systems. d) Maintain advanced knowledge of fixed income markets. e) Detailed knowledge of financial concepts is essential. In addition, exposure to data sciences. f) Experience in analyzing international fixed income securities and knowledge about global government securities will be an added advantage. 3. Perform market and portfolio analysis to support the Equity and fixed income strategies. 4. Participate in business meetings to share recommendations and ideas for investment. 5. Write reports/notes on Stocks /Fixed Income Markets (US, UK, Euro Zone etc.). Requirements 1. MBA/MSc Finance candidates (with project or internship in equity stroke fixed income) 2. Graduate (CFA level 3 or atleast 6 months of relevant fixed income experience) 3. 80% scores in 10th, 12th & Graduation exams. 4. Should have good knowledge about various stocks under different sectors 5. Must have very strong reading habits 6. Should be able to prepare financial models and in-depth study of the model is required rather than having superficial numbers/figures in the financial model 7. A thorough knowledge of financial concepts is expected. Location : Vashi, Navi Mumbai (Work from Home for now)
The job involves using quantitative and qualitative techniques for constructing portfolios plus analysing securities globally and in India - which may be equity or fixed income securities. Specific skills for Fixed Income Analyst: The Analyst will be required to a) Maintain and manage fixed income products effectively. b) Constant monitoring of the performance of various fixed income instruments in India as well as globally. c) Focus on continuous improvement in the areas of fixed income trading, credit modelling and monitoring systems. d) Maintain advanced knowledge of fixed income markets. e) Detailed knowledge of financial concepts is essential. In addition, exposure to data sciences. f) Experience in analyzing international fixed income securities and knowledge about global government securities will be an added advantage. Perform market and portfolio analysis to support the Equity and fixed income strategies. Participate in business meetings to share recommendations and ideas for investment. Write reports/notes on Stocks /Fixed Income Markets (US, UK, Euro Zone etc.).
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