8642 Investment Banking Jobs - Page 29

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai,Hyderabad...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

Responsible for Sales Turnover, Customer Experience till conversion. • Responsible for building loyal network of influencers for business generation. • Scouting for Opportunities to reach out to End Consumers through various Sources and increase business in the most cost effective way. • Own up the Customer Journey and Experience from Lead to conversion. • Multitasking abilities to manage relationship with diverse influencers and stake holders (Interior designers, Kitchen studios, Bath stores and Trades). • Exhibiting achievement orientation (targets) and execution excellence (sales tools, systems, process adoption) • Understand Competition Offerings and constantly raise the bar of customer ...

Role Overview: Join JPMorgan Chase's Wealth Management team as a Client Operations Lead where you will drive compliance and service excellence in a dynamic environment. You will partner with global teams to enhance client operations through innovation and strategic initiatives, contributing to transforming client experiences in financial markets. Be part of a team that values leadership, collaboration, and continuous improvement. Key Responsibilities: - Partner with Middle and Front office teams for client onboarding and account maintenance. - Drive results through leadership, communication, and influence. - Function effectively in a high-volume, deadline-oriented environment. - Manage KPIs ...

As an Assistant Director in EY's Lead Advisory Strategy and Transactions (SaT) team, you will have the opportunity to provide tactical and strategic advice to clients, helping them with inorganic growth, acquisitions, market entry, business sales, capital raising, and restructuring. Your responsibilities will include leading a team through the entire M&A deal cycle, originating and cultivating client relationships, analyzing transactions, preparing financial models and business plans, and participating in industry-focused M&A practices. **Key Responsibilities:** - Lead a team managing M&A deals from origination to closure - Cultivate strong client relationships and lead business development ...

As a Director at Morgan Stanley, you will be responsible for providing assurance coverage for business processes in the Institutional Securities business, specifically focused on the Investment Banking Division (IBD) and Global Capital Markets (GCM). **Role Overview:** You will be part of the Audit division, where you will offer senior management an objective and independent assessment of the Firm's internal control environment for risk management and governance. This Director (P3) level position involves inspecting controls in front, middle, and back offices. **Key Responsibilities:** - Help identify risks and their impact on the Investment Banking and Capital Market business areas to prior...

Role Overview: As a Data Modeller Architect at Capco, you will be a part of the business architecture team responsible for supporting key front office to back-office transformation priorities. Your primary focus will be on defining data models that align with business processes, ensure data lineage, effective control, and implement client strategy and reporting solutions. Building strong relationships with key stakeholders and delivering tangible value will be crucial in this role. Key Responsibilities: - Define and manage data models to automate business processes and controls. - Ensure adherence to the bank's data modeling standards and principles while influencing them as necessary. - Col...

In your new role as a Transaction Management Analyst, you will be responsible for processing transactions for the investment banking function. Your role will involve collaborating with counterparties, traders, sales people, and other global operations teams to ensure a seamless process. This will allow you to develop an extensive network and advance your career in this critical role offered at the senior analyst level. **Key Responsibilities:** - Processing investment banking transactions including confirmations, settlements, reconciliations, and investigations - Handling transactions for products such as over-the-counter derivatives, FX, and securities - Ensuring prompt responses to communi...

Role Overview: You will be joining the Investment Bank Operations (IB Operations) team at Deutsche Bank as an Investment Bank F2B Ops Transformation Data Engineer/ Analyst in Bangalore, India. Your primary responsibility will be to contribute to the significant transformation of the bank's front-to-back operations, focusing on process re-engineering, automation, and data analytics. You will report to the India Head of Investment Bank F2B Operations Transformation. Key Responsibilities: - Establish centers of excellence for process re-engineering, automation, and data analytics - Implement target operating model strategies for key operational processes, including system architecture, process ...

Mandatory Skills 5+ years of Advanced level of expertise in databases, SQL queries with Teradata or Oracle or SQL Server. 5+ years of expertise in ETL Testing Good knowledge of ETL Tools - Ab Initio Very good knowledge of Datawarehouse, ETL concepts, Unix commands, shell/bash script or any other script language like Python Good understanding of Testing fundamentals Development and implementation of comprehensive test plans and strategies to validate software functionality and ensure compliance with established quality standards Demonstrated expertise in SQL, test data Preparation, Defect identification Collaboration with cross-functional teams to analyze requirements, participate in design d...

Talent Acquisition Trainee As a Talent Acquisition Trainee, you will support the Talent Acquisition team in identifying and hiring top talent. This role offers hands-on experience in the full recruitment cycle, from job posting and resume screening to conducting interviews and onboarding new employees. Will be work closely with recruiters and hiring managers to ensure a smooth and efficient hiring process Responsibilities Assist in creating job postings and distributing them across various platforms. Screen resumes and conduct initial phone screenings of candidates. Coordinate and schedule interviews between candidates and hiring managers. Maintain and update the applicant tracking system. P...

16-19 years of experience in the IT industry in delivery roles; 5+ years on experience in program or portfolio management with large, geographically distributed teams. 8+ years of experience coupled with strong business domain knowledge in the financial services domain (preferably capital markets/ investment banking), with an IT consulting/ services firm. Experience of setting up delivery teams or an account and ramping it up to 80+ people. Project or Program management experience across the full SDLC lifecycle involving different methodologies like agile, iterative, waterfall and hybrid. Prior experience of managing delivery engagements with quality frameworks such as CMMI. Experience acros...

4-6 Year Work ex. and already playing a BA role. Mandatory Capital market (Trading) experience. Trade Regulatory reporting is good to have. Have Requirement gathering and documentation experience. Open for Hybrid working mode (3 Day WFO) Stakeholder management and team player attitude and proactive. Mandatory Competencies BA - Business Knowledge BA - Client Interaction BA - Communication - Verbal, Written BA - Business Analyst - Requirement Gathering Soft Skills / Leadership skills - Soft Skills / Leadership skills - Stakeholder Management FS Domain - Capital Markets & Investment Banking - Regulatory Reporting

About the team Would you like to be part of creating a unicorn within a unicorn? Solve some of the biggest challenges facing the financial inclusion of Bharat? Well, then heres your chance! Financial Services (FS) is one of the fastest growing new businesses at Meesho. It's a large 10X opportunity for Meesho to build financial products for Bharat users and serve the unmet needs of millions of our users. And you will be at the center of this journey, building and scaling the business and serving millions of Meesho users. Meesho FS has several lines of products primarily in lending space for users and sellers of Meesho. We aspire to create one of the countrys largest financial services busines...

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessfu...

Role & responsibilities 1. Update information in client's system 2. Process transactions 3. Audit the documents per the client requirements 4. Maintain Timesheets 5. Maintain Productivity & Efficiency in the process 6. Consistently sustain Accuracy as per the agreed SLA 7. Handle process related issues with minimum support Preferred candidate profile 1. Should be a B.com graduate 2. Basic accounting and Mutual fund Knowledge 3. Process and reconcile transactions 4. Good knowledge on investments & capital markets 5. Proficient in areas like updating Bank transactions, Dividend, Purchase & Sales of stocks, Reconciliation of bank accounts, Maintenance of customer accounts Shift Timing :- Austra...

Key Responsibilities: The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied.

Mandatory Skills 6+ years of hands-on strong experience in Ab-Initio, Conduct IT technology Very good knowledge of Datawarehouse, ETL concepts, Unix commands and shell/bash script Strong knowledge of Oracle database, SQL queries, performance tuning of queries Good understanding of processing data using XML / JSON Experience with Agile (Scrum) methodology and software development approach Must come financial services/capital markets/investment banking Great interpersonal and communication skills Can work independently with minimum supervision Good Communication and analytical skills Flexible and adaptable working style to work with multiple stakeholders Open to work in UK Shift (10 AM to 9 PM...

Database design and architecture using KDB+/q and knowledge of python or C++/Java with minimum of 2+ years of experience. Equities Algorithmic trading stack, transaction data and FIX protocol. market, transaction and reference data for various products like Equities, FX, Futures, FX, Indices, options etc. Different market data vendors API and experience working with their data. High capacity/low latency infrastructure like solace. Software development, build and deployment management using tools like JIRA, Git, Jenkins, Geneos (ITRS) and scripting languages. pre- and post- trade analytics like Transaction Cost analysis (TCA) reports.

Must-Have Skills: Minimum 15+ years of experience in Quality Engineering and Test Automation with exposure to the Financial Industry Investment Banking, Fixed Income (preferred but not mandatory). Should have Practice mindset rather than tool mindset. Ability to design and develop automation frameworks from scratch for Web, API, ETL, Backend, and Mobile (Hybrid & Native apps). Experience in solving ETL / data migration challenges. Strong hands-on experience in Java/Python/.NET programming with Shell Scripting/Powershell preferably Python Expertise in API automation using Java (REST Assured, Postman, or similar tools). Experience in AI-driven and scriptless test automation. Experience in test...

Advise Emerging to Mid-size corporate clientele on Banking solutions like Working capital limits/Term Loans / ECBs /Project Finance /Trade Finance and other financial products suitable to client Business requirement