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5.0 - 7.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Role: Branch Manager IFA/B2B Channel Location: Mumbai, Delhi, Ahmedabad, Surat, Jaipur, Indore, Hyderabad CTC: Up to 12 LPA Experience: 5+ yrs. in IFA/MFD/B2B sales with team management Industry: Financial Services/ Broking Education: Graduation/PG Job Description: The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors. The ideal candidates will have a strong background in Mutual Funds, Fixed Income, Insurance, and thorough knowledge of primary market products. You will play a critical role in driving business growth, recruiting and managing independent financial dist...
Posted 3 months ago
6.0 - 10.0 years
0 Lacs
haryana
On-site
As an experienced professional in the field of Private Investments portfolio management, your role will involve making independent, well-informed decisions to enhance the performance of the Private Equity portfolio. You will be responsible for approaching advisors to invest in company-approved startups and facilitating secondary sales of Private firms. A key aspect of your responsibilities will be to maintain the quality of the portfolio by actively engaging with mapped relationships, ensuring that relationship values are maintained at desired levels. Additionally, you will provide financial planning and investment advisory services to Brokers, Agents, and Advisors. This involves conducting ...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
ahmedabad, gujarat
On-site
You will be joining a Merchant Banking Company as a Chartered Accountant (CA) with a primary responsibility of preparing restated financials for Initial Public Offerings (IPOs). The ideal candidate for this role should possess a minimum of 5 years of experience in this field. In this position, you will be expected to demonstrate a strong understanding of financial regulations and accounting principles. Your expertise will be crucial in ensuring accurate and compliant financial statements for IPO purposes. We offer a competitive salary package for the suitable candidate who meets the requirements and can contribute effectively to our team. If you believe you are the right fit for this role, p...
Posted 3 months ago
5.0 - 9.0 years
2 - 6 Lacs
Bengaluru, Karnataka, India
On-site
Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.
Posted 3 months ago
2.0 - 5.0 years
3 - 7 Lacs
Bengaluru, Karnataka, India
On-site
Key Responsibilities: Process manual bookings for Stocks, Bonds, IPOs, and Ad-hoc margin lending Monitor and resolve trade exceptions , suspense accounts , and error reports Execute daily run sheets , morning reports , and end-of-day reconciliations Liaise with Offshore Financial Advisers , Operations , and Risk teams as required Maintain system accuracy across internal systems and exchange-related vendor systems ( IRESS / OMGEO / CTM ) Handle Corporate Action Reporting Manage monthly processing for Financial Advisor Fees into the system Ensure compliance with internal controls and escalation protocols Key Competencies / Skills: High accuracy in data entry and validation Strong analytical sk...
Posted 3 months ago
7.0 - 11.0 years
0 Lacs
delhi
On-site
You are an experienced and detail-oriented Execution Head responsible for leading the end-to-end execution of merchant banking assignments, with a primary focus on Initial Public Offerings (IPOs), Offer for Sale (OFS), and related capital market transactions. Your role involves bringing deep domain expertise in equity capital markets, along with strong project management and regulatory compliance skills. Your key responsibilities include leading and managing the execution of merchant banking assignments, conducting financial due diligence, assisting in structuring issues and fundraising strategy, preparing and filing Offer Documents with regulatory authorities, drafting responses to queries,...
Posted 3 months ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
You have an exciting opportunity to join our team as a Company Secretary with a strong background in capital markets. In this role, you will be responsible for managing corporate governance, compliance, and secretarial duties, as well as supporting fund-raising activities, regulatory filings, and interactions with stock exchanges and SEBI (or relevant capital market authority). Your key responsibilities will include conducting corporate secretarial functions such as ensuring compliance with the Companies Act, SEBI regulations, and stock exchange listing obligations (LODR). You will be in charge of organizing and conducting Board meetings, AGM/EGMs, and committee meetings, including preparing...
Posted 3 months ago
7.0 - 11.0 years
0 Lacs
delhi
On-site
You will be responsible for leading and managing the execution of merchant banking assignments, with a primary focus on Initial Public Offerings (IPOs), Offer for Sale (OFS), and related capital market transactions. Your role will involve conducting financial due diligence, assisting in structuring issues, preparing and filing Offer Documents with regulatory authorities, and ensuring regulatory compliance in all public filings. Additionally, you will collaborate with internal teams, clients, legal advisors, auditors, and other stakeholders to facilitate smooth execution and timely delivery of projects. The ideal candidate should be a Chartered Accountant (CA) with 7-8 years of experience in ...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
ahmedabad, gujarat
On-site
You will be joining a Merchant Banking Company as a Chartered Accountant (CA) with the responsibility of preparing restated financials for IPOs. The ideal candidate for this position should have a minimum of 5 years of relevant experience in this field. This role offers a competitive salary for the right candidate. If you are interested in this opportunity, please send your CV to scsandcollp@gmail.com.,
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
kozhikode, kerala
On-site
Job Description: As a Finance, Fundraising & Global Business Expansion Faculty, you will be responsible for teaching and mentoring students in the areas of Finance, Fundraising, and Global Business Expansion. Your primary duties will include teaching courses on Fundraising, Financial Strategy, and Global Expansion, as well as guiding students on topics such as Venture Capital, IPOs, Risk Management, and Financial Modeling. Additionally, you will be expected to introduce students to emerging financial technologies like AI, Blockchain, and ESG Investing. Your role will also involve supporting students in Investor Pitching, Business Valuation, and Exit Strategies, as well as mentoring real-worl...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Lucknow, Uttar Pradesh, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Coimbatore, Tamil Nadu, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Surat, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Kolkata, West Bengal, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Vadodara, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Ahmedabad, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
3.0 - 5.0 years
3 - 6 Lacs
Delhi NCR, , India
On-site
Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf...
Posted 3 months ago
3.0 - 5.0 years
3 - 6 Lacs
Delhi, India
On-site
Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf...
Posted 3 months ago
3.0 - 5.0 years
5 - 7 Lacs
Mumbai, Delhi / NCR, Bengaluru
Work from Office
1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and pla...
Posted 4 months ago
1.0 - 3.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Job Description Job Title: Associate - Capital Markets Location: Mumbai / Delhi Experience: 1-3 years PQE Job Description: We are seeking a motivated Associate to join our Capital Markets practice. The ideal candidate will have prior experience handling equity and debt transactions, IPOs, QIPs, rights issues, and private placements. Key Responsibilities: Drafting, reviewing, and negotiating offer documents, agreements, and other legal documentation related to capital markets transactions Advising clients on SEBI regulations, Companies Act, and other relevant legal frameworks Coordinating with regulatory bodies and intermediaries Supporting due diligence exercises and managing deal execution ...
Posted 5 months ago
3 - 5 years
5 - 7 Lacs
Mumbai, Delhi / NCR, Bengaluru
Work from Office
1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and ...
Posted 5 months ago
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