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3.0 - 8.0 years
0 - 0 Lacs
thane
On-site
We have Urgent Opening for Virtual Relationship Manager For IDFC Job Title: Virtual Relationship Manager Job Description: Connect with customers virtually to understand and fulfill their banking and financial needs. Provide prompt and professional service to enhance customer satisfaction. Cross-sell banking products such as SIPs, Mutual Funds, CASA, General & Life Insurance. Achieve daily and monthly sales targets for revenue generation. Build and maintain strong customer relationships to ensure long-term engagement. If interested kindly share your resume at qcpro5@quotientconsultancy.com or qcnaukri5@gmail.com CALL Direct -7506571833
Posted 1 day ago
5.0 - 10.0 years
7 - 15 Lacs
ahmedabad, delhi / ncr, mumbai (all areas)
Work from Office
Hi, We are hiring - Job Description: Project Finance & Fundraising Renewable Energy (Solar/Wind/BESS) Company - Renewable Energy Position - 1. Assistant Manager 2. Manager 3. Sr Manager Locations: Ahmedabad (5 positions) Delhi Aerocity (5 positions) Mumbai Bandra Kurla Complex (5 positions) Mandatory - Renewable Energy sector expereince Department: Project Finance & Capital Raising Renewable Energy Key Responsibilities: Lead and support equity funding , debt , and fundraising initiatives for renewable energy projects (Solar, Wind, BESS). Structure and execute project finance transactions , including financial modeling, risk analysis, and investor presentations. Liaise with banks, NBFCs, DFIs...
Posted 1 day ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
Role Overview: You will be responsible for preparing and submitting Fund and Investor Reports accurately within the agreed SLA. Your core responsibilities will include meeting TAT, delivering error-free services, working on partnership accounting Applications, and suggesting process improvement ideas. Additionally, you will need to display excellent interpersonal skills in handling day-to-day operations on the floor to create a healthy and professional work environment in the team. Key Responsibilities: - Prepare and submit Fund and Investor Reports accurately as per SLA - Meet TAT and deliver error-free services - Work on partnership accounting Applications - Suggest and work on process imp...
Posted 5 days ago
10.0 - 14.0 years
0 Lacs
karnataka
On-site
As part of your role at Caxton Associates, you will be responsible for setting up, managing, and scaling the operational infrastructure of the India office. This position is crucial as you will serve as the second most senior leader in the region, reporting to the Head of India and having a dual reporting line into global leadership in London for various functions. Your main responsibilities will include: - Hiring, training, and mentoring a team of approximately 10-15 middle and back-office staff. - Developing clear KPIs, escalation procedures, and workflow metrics to track and report performance. - Maintaining strong internal controls and ensuring adherence to global operational policies an...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
Role Overview: You will be responsible for working on Private Equity / Real Estate / Hedge Fund Operations, focusing on Fund and Financial Accounting tasks such as Book Keeping, Journal Posting, and Preparation of Financial Statements. Your role will also involve preparing and submitting Fund and Investor Reports accurately, meeting TAT deadlines, working on partnership accounting applications, and contributing to process improvements. Additionally, you will be expected to display excellent interpersonal skills in handling day-to-day operations and strive to create a professional work environment within the team. Key Responsibilities: - Work on Private Equity / Real Estate / Hedge Fund Opera...
Posted 2 weeks ago
2.0 - 3.0 years
0 - 0 Lacs
gurugram
Remote
Role Overview We are seeking a motivated Fund Management Analyst to support Mastercards Cross Border Services (EEMEA region) . The role involves managing funds and budgets, ensuring governance compliance, and driving operational excellence through cross-functional collaboration. The ideal candidate should possess strong analytical and communication skills, with experience in financial coordination, stakeholder management, and process documentation. Key Responsibilities Understand overall market strategy, industry trends, and customer needs around fund management across South Asia (SA) and Sub-Saharan Africa (SSA) . Set up and document operational processes for effective management of funds a...
Posted 2 weeks ago
15.0 - 24.0 years
50 - 100 Lacs
ahmedabad
Work from Office
Ss alsosole & responsibilities Preferred candidate profile
Posted 3 weeks ago
5.0 - 10.0 years
0 - 0 Lacs
pune, thane, mumbai city
On-site
Key Responsibilities Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group). Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc. Achieve branch targets for new client acquisition, assets under distribution, revenue & growth. Oversee crossselling of related financial products (insurance, credit cards, loans etc.). Ensure that all KYC, compliance, and regulatory requirements are met. Recruit, coach, mentor and manage the branch sales team; set and monitor their targets. Maintain relationships with key stakeholders: IFAs, distributors, leads, clients. Monitor competitor activity & local market conditions, identify ...
Posted 3 weeks ago
1.0 - 4.0 years
10 - 15 Lacs
bengaluru
Work from Office
Job Title: Investment Accounting Analyst Wealth Management Location: Bengaluru Onsite(Work from office only) Type: Full-time With Lancesoft Need CA Qualified Candidates only Need Immediate joiner only Job Summary: We are looking for a highly motivated and detail-oriented Investment Accounting Analyst to join our Wealth Management team. This role combines hands-on investment operations with business analysis, supporting accurate and timely accounting, reconciliation, and reporting of client portfolios. The ideal candidate will have a solid understanding of financial products, client account servicing, and a keen interest in improving operational workflows and data management across the wealth...
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
Role Overview: As a part of the Financial Operations group, you will be responsible for various post-trade activities within different sub-departments such as Trade Accounting and Operations, Middle Office, Treasury, Pricing, and Fund and Investor Allocations. These activities are crucial for the smooth functioning of our global operations. Key Responsibilities: - Reconciling Trades, Position, Cash and Swap MTM against the counterparty or fund administrator - Resolution of trade and settlement issues - Managing the trade affirmation and confirmation process - Managing cash settlements for OTC positions - Securities and Transaction Management including creation of securities, manual booking o...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
Role Overview: As a Senior Analyst in Fund Accounting, you will be required to demonstrate advanced knowledge of MS Office tools. Your role will also involve utilizing very good written and spoken communication skills, along with possessing good analytical and problem-solving abilities. It is essential to maintain a pro-active and positive attitude while working efficiently and effectively within a team environment. Key Responsibilities: - Showcase excellent customer-facing skills and the ability to build rapport with clients. - Capable of escalating issues promptly to ensure quick resolution and exhibit good phone and email etiquettes. - Have a very good understanding of Financial Accountin...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
Role Overview: You will be responsible for handling Private Equity Fund Operations, focusing on Fund and Financial Accounting tasks such as Book Keeping, Journal Posting, and Preparation of Financial Statements. Your role will involve preparing Financial Statements, calculating Management fee, Performance fee, and NAV, as well as working on Waterfall Distribution. Key Responsibilities: - Experience in Management Fee Carried Interest and Expense Calculation & Posting - Handling Capital Calls including the preparation of Capital Call memos, LC Opening, Follow Up with LPs for funding Distribution - Cash Reconciliation, Cash Tracking, Posting Entries, Cash reporting, Tracking of Capital Transact...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
kochi, kottayam, hyderabad
Work from Office
- Managing the sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Visits to The Assigned Branches. - Negotiate and close deals - 100% lead will be provided. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-37
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
dharwad, hubli, bengaluru
Work from Office
Job Responsibilities Build and maintain strong client relationships by understanding their financial needs and offering appropriate investment solutions. Advise clients on financial products such as equities, mutual funds, insurance, and other investment avenues. Achieve sales and business development targets while ensuring high customer satisfaction. Conduct regular portfolio reviews and recommend strategies to optimize client investments. Stay updated with financial market trends, new products, and regulatory changes. Generate leads through networking, references, and company-provided sources. Ensure compliance with company policies and industry regulations. Bachelors degree in Finance, Co...
Posted 1 month ago
5.0 - 10.0 years
10 - 12 Lacs
pune
Work from Office
The candidate must have experience in credit management, bank guarantees, fund /cash management, account reconciliation, and all government compliance Must be from the manufacturing industry Must to have exp into SAP Required Candidate profile Good in English communication Must have a master's from premium institute
Posted 1 month ago
4.0 - 9.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate We and exciting opportunity for Senior Sales Relationship Manager Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector. Industry: The company is involved in financial and insurance activities. Location: Mulund west - 7-8 min walkable distance Job Title: Senior Sales Relationship Manager Mutual Fund & Insurance Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor) Key Responsibilities: - Independently pitch and close mutual fund...
Posted 1 month ago
15.0 - 20.0 years
40 - 45 Lacs
mumbai
Work from Office
Job Summary 1520 years in equity fund management, preferably in AIF structures with end-to-end responsibility for portfolio construction and client-facing outputs Job Description 1. Portfolio Management & Construction Develop, execute, and monitor long-term investment strategies across equity and alternative-oriented CAD-II AIF portfolios. Construct portfolios blending top-down macro insights with bottom-up stock/deal selection. Design exit strategies aligned with fund mandate, liquidity considerations, and regulatory norms. Ensure portfolio alignment with fund mandates, risk-return objectives, and SEBI AIF guidelines. 2. Research Integration & Decision-Making Integrate proprietary, sectoral...
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
kolkata
On-site
Dear Candidate, IMMEDIATE JOIN @ BANK - SALES DIVISION FIXED CTC : 3LPA - 5.25LPA + OTHERS CONTACT : hr7exposer@gmail.com/ 7003301086 New CASA Client acquisition New lead generation and follow up Cross sales all banking products ELIGIBILITY: Graduate/ Post graduate Age < 30 Good communication skills in English + local language All financial products sales experience must.
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
The job involves preparing and submitting Fund and Investor Reports accurately within the specified SLA. You will be responsible for meeting TAT requirements and providing error-free services. Additionally, you will work on partnership accounting applications and contribute to process improvement ideas. It is essential to display interpersonal skills in managing day-to-day operations and fostering a healthy work environment within the team. This is a full-time position with benefits such as health insurance and provident fund. The working schedule includes day shifts on a fixed shift basis. The work location is in person at multiple locations including Gurugram and Bangalore.,
Posted 2 months ago
0.0 years
0 - 0 Lacs
bangalore, noida, chennai
On-site
We are looking for a Non-Profit Executive Director to join our team and guide our organization forward by overseeing all operational, financial, and technical aspects of the organization. Non-Profit Executive Director responsibilities include preparing accurate financial reports for the board of directors, assisting with volunteer recruitment activities, and leading annual budget reviews. Ultimately, you will work with various volunteers and other professionals in the organization to ensure we hit our annual fundraising goals and continue to build our volunteer base for future success. Responsibilities Prepare accurate and timely analyses that capture and communicate fundraising results, var...
Posted 2 months ago
3.0 - 8.0 years
8 - 12 Lacs
chennai
Work from Office
Business Relationship Manager Location : Chennai Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, tra...
Posted 2 months ago
3.0 - 8.0 years
8 - 12 Lacs
hyderabad
Work from Office
Business Relationship Manager Location : Hyderabad Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, t...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
As a Business Systems Operations Analyst at our organization, you will collaborate with stakeholders, including internal clients, operations, and IT teams, to understand and document business requirements for transaction processing systems. You will play a crucial role in analyzing current systems and processes to identify areas for improvement and proposing solutions to enhance efficiency, accuracy, and compliance in transaction processing. Your responsibilities will also include ensuring the integrity and accuracy of transaction data, implementing process improvements, and participating in the implementation of new systems or system upgrades. You will provide IT help desk level support to ...
Posted 3 months ago
5.0 - 10.0 years
5 - 10 Lacs
Chennai, Bengaluru
Work from Office
Weaver is looking for an experienced and motivated Audit Manager, Senior Associates and Associates to join our dynamic Financial Services team focusing on investment funds, specifically, Venture Capital, Private Equity and hedge fund clients. As an Audit Manager at Weaver, you will play a pivotal role in delivering exceptional service to clients across all stages of the audit process, while fostering the professional growth of Associates, Senior Associates, and Supervisors through mentorship and training. This position offers the opportunity to collaborate closely with firm leadership, actively contributing to business development initiatives and supporting key firm administration functions....
Posted 3 months ago
1.0 - 6.0 years
3 - 5 Lacs
Kolhapur, Nashik, Aurangabad
Work from Office
Job Responsibilities : - Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Mostly Branch-Work Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred
Posted 3 months ago
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