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1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
This opportunity is with Leading Financial Services and Broking Firm in Worli Roles & Responsibilities:- Responsible for activating Commodity clients and generate targeted revenue • Assisting newly opened client in the commodity market • Placing orders on behalf of clients based on client request. Neo Activation Currency Trading/ dealing Requirements: NISM 16 & NISM 1 certification is required. Interested Candidates can share their updated CV at yogita@topgearconsultants.com
Posted 2 months ago
1.0 - 5.0 years
5 - 9 Lacs
Mumbai
Work from Office
Istaa Finserv is looking for Proprietary Trader - Equity Derivative Desk to join our dynamic team and embark on a rewarding career journey. Execute and manage trades across various financial instruments, including stocks, bonds, commodities, and derivatives, ensuring compliance with regulatory and company guidelines Monitor market trends, news, and economic data to make informed trading decisions, identifying profitable opportunities and adjusting strategies as needed Maintain up-to-date knowledge of relevant financial regulations and market developments, adapting strategies to changes in policies and economic conditions Conduct detailed market analysis and assess risk factors, utilizing quantitative and qualitative data to evaluate potential trades and reduce exposure to risk Collaborate with analysts and other team members to develop and refine trading models, ensuring alignment with overall investment objectives and risk tolerance Communicate trade performance, market outlook, and strategic insights to stakeholders, supporting data-driven decision-making within the organization Develop and implement effective trading strategies, leveraging financial instruments and market knowledge to optimize profit and manage portfolio performance Monitor trade lifecycle from execution through to settlement, resolving any discrepancies and ensuring accurate record-keeping and reporting
Posted 2 months ago
6.0 - 11.0 years
15 - 30 Lacs
Mohali
Work from Office
We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing comprehensive risk management frameworks including hedging, compliance, and stress testing. 4. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. 5. Collaborating with cross-functional teams and mentoring analysts while contributing to the firms investment thought leadership. Requirements: 1. 7+ years of relevant experience in portfolio management 2. Deep knowledge of Indian markets, forex trading, ETFs, and bonds 3. Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms 4. Strong grasp of SEBI, RBI, and FEMA regulations 5. CFA, FRM, or NISM Portfolio Management Certification is a plus Whats in it for you? Be part of an agile, global-thinking team at the forefront of fintech innovation, managing high-impact portfolios and shaping the future of investment. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.
Posted 2 months ago
0.0 years
3 - 5 Lacs
Chennai
Work from Office
Grade - Asst Manager . Job Role: - Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction Providing quality of experience that will ensure retention and positive word-of-mouth Cash transaction with customers Back up to Branch Operations manager Rendering services to the customers related to Payments, Cheque clearing, DD issuing & printing. KYC /AML adherence CTR / STR Reporting ATM Operations Trade Forex Services Handling Trade forex documentation related to Import/Export Transactions. Required Candidate profile Job Requirement: Customer Orientation Fresh Graduates and Post Graduates (2022-24 Passouts) Good Communication skills Basic understanding of Banking Well Versed with MS office.
Posted 2 months ago
1 - 3 years
9 - 10 Lacs
Pune
Remote
Job Title: Relationship Manager Job Type: Full-Time Job Description Be the primary point of contact between the respective customers and Astralink. Develop a deep understanding of partners and traders’ respective markets, competitive analysis and partner business activities. Formulate market development strategies for growth. Build a pipeline of new potential partners; Social. Forum / Channel participation. Ensure compliance and adherence of Astralink business, regulatory and brand guidelines. Manage existing customer relationships and co-ordinate issue resolution, and participate in related industry and partner events. Leading digital activities: content creation and customer engagement for customer acquisition, activation, and retention. Maintaining a positive, empathetic and professional attitude toward customers at all times. Job Requirements 1 years and above of work experience in Forex industries in the discipline of sales and customer services focusing on client acquisition, business development and client retention. Experience in B2B or B2C Key Accounts / Business Development / Sales function/ Financial advisor. Stock/ Forex/ Fund Management/ Unit Trust/ CFDs products knowledge is big plus. Excellent communication skills both verbal and written in English and Malay. - Track record of achieving and exceeding sales targets. Personal Key Trait to be Successful in the Position. Strong communication and interpersonal skills both in spoken and written in native language as well as English language. Dynamic with an ability to take initiative, solve problems and deliver results and ultimately able to ensure delivery of sales targets on a monthly and quarterly basis. Good communication and interpersonal skills and ability to bring humor to the team would be ideal. Excellent in prioritizing and multi-tasking in a demanding environment. Ambitious and always looking for opportunities to take on bigger responsibilities and learning opportunities
Posted 2 months ago
12 - 16 years
7 - 12 Lacs
Chennai
Work from Office
We are looking for a highly skilled and experienced Business Analyst to join our team in Mumbai. The ideal candidate will have 12 to 16 years of experience in the field, with a strong background in finance, business administration, or information technology. ### Roles and Responsibility Conduct detailed analysis of business requirements and translate them into functional specifications for Temenos T24. Collaborate with stakeholders to gather and document business requirements related to Money Market, Account Administration (AA) for Deposits, Private Bank Credit (Lombard loans), Guarantees, and Structured Financing. Configure and customize Temenos T24 to meet business needs, ensuring optimal use of system capabilities. Identify opportunities for process improvements and recommend solutions to enhance efficiency and effectiveness. Engage with key stakeholders to ensure alignment and successful delivery of business objectives. Maintain comprehensive documentation of business requirements, system configurations, and any customizations made. Participate in testing and validation of system changes to ensure they meet business requirements. ### Job Requirements Bachelor’s or master’s degree in finance, Business Administration, Information Technology, or a related field. Proven experience as a Business Analyst or Tester within the banking and capital markets industry, with a focus on forex, non-deliverable forwards, derivatives, and familiarity with trading platforms, clearinghouses, and market data providers. Strong knowledge of derivatives products and forex products (futures, options, swaps, forwards, spots) throughout the trade lifecycle. Experience with configuration, testing, and implementation of the latest release of T24. Excellent analytical, problem-solving, and documentation skills. Strong communication and interpersonal skills, with the ability to engage effectively with various stakeholders. Knowledge of software development life cycle (SDLC) and testing methodologies. TCCP Certifications in T24 are preferred. Certifications such as CFA, FRM, or similar qualifications relevant to derivatives trading and Forex trading are preferred. Knowledge of additional T24 modules, Private banking modules, or banking operations is beneficial. Experience working with T24 EMEIA clients is advantageous.
Posted 2 months ago
3 - 8 years
5 - 13 Lacs
Gurugram, Chennai, Delhi / NCR
Work from Office
Strategic/ Managerial Responsibilities Driving initiatives for Retail Trade / Forex business in the assigned geography / assigned branches. Maximize revenues and customer base from focus segments such as EXIM, Travel and Tourism etc. Product/process initiatives in the region to increase customer acquisition / enhancement/increment in wallet share. Joint scoping with branches for mapping opportunity in focus and opportunity segments. Structuring product/pricing requirements for specific catchments / customer groups basis identified opportunity. Joint visits to customers with branch RMs for product structuring / relationship deepening. Drive B-B-C opportunities with the help of local leadership. Core Responsibilities Earmarking key focus branches within the geography in terms of current account & trade forex business, under consultation with regional leadership. Continuous interaction with branches / leadership to ensure that business focus is maintained, and key identified branches are visited at regular intervals Audit efficiency of working model / sales process in key branches and highlight gaps to management for corrective action. Monitoring key accounts in the region for revenues & value growth and cross sell opportunities. Handholding newly joined resources in CA model branches with relevant information in terms of product features & service capability.
Posted 2 months ago
4 - 9 years
4 - 7 Lacs
Mumbai Suburbs, Mumbai (All Areas)
Work from Office
Role & responsibilities About Commercial Banking Group: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role: The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address client needs and challenges. Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc. Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Coordinate with Service Team to resolve any issue raised by the client Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Preferred candidate profile Qualifications: Optimal qualification for success on the job is: Graduate/ Post-Graduate from a recognized institute Experience in Business Banking, Treasury and Foreign exchange field is preferred Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.
Posted 3 months ago
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