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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

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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.

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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.

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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

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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.

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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.

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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.

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8.0 - 13.0 years

10 - 13 Lacs

mumbai, hyderabad

Work from Office

About Transfer Agency The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. As a service provider, our Transfer Agency function ensures operational efficiency and a seamless experience for our clients across global regions. Job Description for Dealing process Officer Role We are seeking a highly motivated and experienced professional to manage the Dealing team within the Transfer Agency (TA) function. The role involves overseeing the trade booking, managing Forex trade, sending the predictions and actual cashflow reports, trade settlement and manual payments. The ideal candidate will possess a deep understanding of TA Dealing workflows, people management skills, and a client-focused mindset. Key Responsibilities: Lead and manage the day-to-day operations of the dealing team, ensuring all transactions are processed within deadlines and according to fund documentation. Ensure timely and accurate communication of predictions and actual cash flows with fund managers and custodians. Ensure timely execution of Forex rates. Ensure Settlement of trades are done within the global currency cut off. Coordinates with different functions of Transfer Agency E.g., Registration, Settlement and Setup to resolve any queries arises during trade processing. Ensure prices are received from Fund accounting team within the deadlines, review and approve the daily NAVs before release to clients. Oversee the integrity and accuracy of pricing data sourced from FA and internal systems. Completion of task and activities as per SLA. Act as an escalation point for complex processes. Maintain a strong control environment with effective procedures, checklists, and exception handling. Monitor and report key performance indicators (KPIs) and risk metrics. Train, coach, and develop team members to ensure consistent performance and adherence to policies. Participate in audits, regulatory reviews, and due diligence requests. Implement process improvements to enhance operational efficiency and reduce risk. Collaborate with technology teams to drive automation and system enhancements Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction Prepare documentation for internal and external audits as well as for client due diligence visits. Prepare monthly Management Information reporting as well as the KPIs. Ensure strict adherence to internal rules, policies and procedures. Required Qualifications & Experience: Graduate/ Post Graduate in Commerce, Finance, or equivalent discipline. 8+ years of experience in Financial Services, preferably in Transfer Agency Operations Good working knowledge of Financial products i.e. SICAVS, ETF, Money Markets. Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure Working knowledge of MS Office; exposure to TA platforms preferred Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally Result oriented with strong ability for accountability and proactive work ethic, problem solver and positive attitude Other Role Requirements: Shift Flexibility: Willingness to work in night shift Mobility: Open to short-term travel or relocation to other office locations as needed for business or training People Management Potential: Ability to lead by example, guide junior staff, and coordinate work allocations Work Environment: High-volume, deadline-driven, team-oriented setup Commercial acumen - Understanding of cost/budgets Drive pay for performance and culture of performance differentiation Embed risk excellence culture across the teams Encourage and drive a culture of change and ideation

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4.0 - 9.0 years

10 - 20 Lacs

bengaluru

Remote

Identify and Develop New Business Opportunities. Negotiate and Close deals to meet or exceed sales targets with new and existing clients. Lead and manage a team of business development professionals, providing guidance, mentoring, and support.

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0.0 - 1.0 years

2 - 4 Lacs

noida, gurugram, mumbai (all areas)

Work from Office

Hiring Asst. Manager – Operations! Handle branch ops, KYC/AML, ATM, cash, DDs, cheque clearing, forex services & trade docs. Strong comms, accuracy, banking knowledge must. Apply now for a client-facing banking role! Required Candidate profile Strong customer orientation Freshers: Graduates/Postgraduates (2022–2024 passouts) Excellent communication skills Basic knowledge of banking operations Proficient in MS Office tools

Posted Date not available

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0.0 - 1.0 years

1 - 4 Lacs

bengaluru

Work from Office

Step into the World of Global Investments with Shelton Streets Are you ready to kickstart your career in the exciting world of finance? At Shelton Streets, we're not just about numbers; It was about helping people navigate the ever-changing global markets. From the vibrant trading floors in Malaysia to the dynamic Forex and spirited Comex markets, we're here to guide our clients toward success, and we want you to be part of that journey! Your Role: Partner in Growth As an Investment Strategist Trainee, you'll learn the ropes of global finance, gaining hands-on experience in analyzing markets and crafting strategies. Youll be more than a number cruncher—you’ll become a trusted partner, helping clients make informed decisions and grow their investments. What You’ll Do: Learn and Explore : Dive deep into various global markets like Forex, Comex, SGX, and more. You’ll be guided every step of the way to understand how these markets work. Support Strategy Development: Assist in creating personalized investment strategies that align with client goals and market trends. Understand the Big Picture: Get hands-on experience in analyzing economic trends and how they impact global markets. Build Relationships: Learn how to engage with clients and help them feel confident about their investment choices. Grow with Us: Gain valuable knowledge and skills in finance, setting the foundation for a successful career. What We’re Looking For: Fresh graduates with a passion for finance and global markets. Strong analytical skills and a desire to learn. Good communication skills—you can explain things simply and clearly. A team player with a positive attitude and eagerness to grow. Basic knowledge of MS Office (Word, Excel, PowerPoint) is a plus. Why Join Us? Comprehensive Training: We provide all the training and support you need to succeed. Real-World Experience: Work on real projects and learn from experienced professionals. Supportive Environment : Be part of a team that values your growth and ideas. Exciting Career Path: Start your journey in global finance with opportunities for growth and learning.

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