55 Jobs in Dadar - Page 3

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Education- Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.

As an Equity Derivatives Dealer, you'll be responsible for executing and managing equity derivatives trades. Your role involves implementing trading strategies, monitoring market trends, and ensuring accurate trade execution. Compliance with regulations, effective risk management, and staying updated on market developments are crucial aspects of the role. You'll contribute to the organization's success by driving profitable trading activities while maintaining a strong focus on risk and compliance. Responsibilities: Execute the orders on behalf of clients. Confirmation of trade done by EOD. Daily processing & confirmation of trades. (Maintaining Excel Sheet) Punch orders for clients on NSE/ BSE terminals. (Experience in Odin Terminal) Monitor client exposure limits. Providing Pre Market and Post-Market confirmation. Solving queries of the customers. Responsible to ensure all activities are in adherence as per Compliance framework. Service existing clients and acquire new ones. Cross-sell additional financial products to expand client portfolios. Experience: Bachelors degree in finance, or a related field. Relevant certifications such as NISM Equity Derivatives (mandatory). 5-6 years of experience in equity derivatives dealing or trading. Strong knowledge of derivatives markets, options, futures, and risk management strategies. Proficiency in using the ODIN terminal for trade execution and monitoring. Advanced Excel skills, with the ability to use complex formulas for analysis and reporting. 1-2 years of Experience in cross-selling financial products

Job Summary: We are seeking a dynamic and results-oriented Salesperson to join our team in Wealth products. The ideal candidate will be responsible for driving sales, fostering client relationships, and expanding our market presence in this sector. Responsibilities: Client Acquisition & Management: Identify and onboard new clients through lead generation and networking. Build and maintain strong relationships with clients to ensure customer satisfaction. Sales & Revenue Generation: Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance, General Insurance, Loan (Home Loan, Personal Loan, Business Loan), Bond, AIF and PMS. Product Knowledge: Develop in-depth knowledge of wealth management products and services offered by the company. Stay updated on market trends and product changes to provide accurate information to clients. Consultative Selling: Understand client needs and recommend suitable investment options based on their financial goals. Provide after-sales service to ensure a seamless customer experience. Compliance: Ensure adherence to regulatory and company compliance requirements during sales processes. Market Insights: Stay informed about industry trends, competitor activities, and regulatory changes to identify new sales opportunities and market developments. Provide feedback to internal teams on market dynamics and customer preferences to inform product development and marketing strategies.

Acquire corporate clients for ticketing, SBT & hotel portals. Align marketing with sales goals, pitch to clients, analyze data, manage accounts, cross-sell leisure products, and coordinate with tech/back office for tool demos and client service. Total Exp - 8 + years (Sales Exp) Relevant Exp - 5 + years in Corporate Sales Job Location : - Dadar (Mumbai) or Vasantha Nagar (Bangalore)

Help define and create frontend architecture and deployment using React with Typescript in an agile environment with lots of ownership and active mentoring. Work with the Product and Design teams to build new features to solve business problems and fill business needs . Participate in code reviews to create robust and maintainable code. Work in an agile environment where quick iterations and good feedback are a way of life. Interact with other stakeholders for requirement, design discussions and for adoption of new features. Communicate and coordinate with our support and professional services teams to solve customer issues. Help scale our platform as we expand our product across various markets and verticals globally.