4687 Mutual Funds Jobs - Page 47

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide excellent customer service and support to clients. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong understanding of client needs and preferences. Job Requirements Proven experience as a Relationship Manager or similar role in the BFSI industry. Strong knowledge of financial products and services, including savings accounts, loans, and investments. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is preferred.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably in mutual funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and analyze trends to stay ahead of competitors and offer innovative products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Meet or exceed monthly and quarterly sales targets while maintaining compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Proficiency in using CRM software and other sales tools to manage client interactions.

The Role of the Paraplanner The Paraplanners role may be broken down into four key parts: A. Preparing and maintaining the client files software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements aremet C. Implementing recommendations D. Review A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.)leaving the paraplanner to collect all the quantitative detailed information required to compile afinancial plan. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecast Compile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discussion with planner. B. Understanding and analyzing the recommendations Identify areas for planning Undertake research both independently and with the Financial Planner to identify suitable solutions tomeet the clients needs Prepare information/comparisons for analysis. Complete current and future net worth and cash flow projection as per the recommendation. Prepare draft recommendation reports to be discussed/signed off by the planner. C. Implementing recommendations: Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies D. Review : Organise future planning meetings with clients as per the review period. Complete review packs in preparation for client meetings. Review investment portfolio, asset allocation, risk profile etc. Job timings : 7:30AM to 4:30PM(1st sat ,3rd Sat & 5 th sat off) Salary : as per Industry standards.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective collection strategies to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify new business opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds and collections processes. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with industry regulations and standards.

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective collection strategies to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify growth opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure regulatory compliance. Job Requirements Strong knowledge of Mutual Funds and collections processes. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with financial regulations and compliance requirements.

Dear Applicant, We are hiring Quality Analyst for our Hyderabad branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at revathy.1@sbicapsec.com Thanks & Regards, Revathy S Human Capital 9025429493

The Workday Extend Developer will be involved in analyzing requirements, implementing, or testing solutions, as well as supporting workday extend enhancements, release, and maintenance. Responsibilities Comprehend data integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital information. Identify, assess, and solve complex business problems for integrating the Workday cloud application with external applications across HR, Finance, and other areas where analysis of situations or data requires an in depth evaluation of variable factors. Design, build, and support testing of Workday integration code base including Studio, EIB and supporting third party coding. Responsible for timely identification and escalation of risks and development of alternative technical and functional approaches when necessary Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

About IHCL Indian Hotels Company Limited (IHCL) is a part of the Tata Group and is one of South Asias largest and most iconic hospitality companies. With a legacy of over 120 years, we are dedicated to delivering exceptional experiences to our guests through our diverse portfolio of hotels, resorts, and palaces. Job Objective Essential Job Tasks Areas of Responsibility Required Qualifications Work Experience Languages Needed in Position Key Interfaces- External Key Interfaces- Internal Behavioural Competencies Effective Communication Resilience Accountability Teamwork Judgement & Analysis Learning Agility Equal Opportunities Employment at IHCL .

Project description Provide end-to-end development solutions to one of the largest investment banking products by scaling up the latest technology stack by adopting the cloud-based services under the Payment Settlement stream. Responsibilities Creation of a Test pack, which would be relevant to Corp Actions Execution of the test cases Defect management Result of the executed Test cases [Pass, Fail] Any new requirements to be suggested, as identified GAP Skills Must have Overall 8+ years of experience as a Business Analyst, post-trade & Corporate Actions Experience as a Business Analyst in the IT industry in the Finance domain Knowledge of Capital Market activities, Financial Products, and Financial Terminologies is a must Understanding of the Trade Life Cycle Thorough understanding of the complete Software Development Lifecycle Self-motivated, good interpersonal skills, and inclination to constantly upgrade on new technologies and frameworks Good communication, good interpersonal skills and coordination of activities, self-motivated, and inclination to constantly upgrade on new developments in the industry Ability to understand business requirements easily and translate them into functional requirements Capability to understand and analyze complex IT applications and financial product structures Excellent documentation ability Have experience in preparing requirement specifications and performing UAT Nice to have Basic technical understanding of databases and development environments like Bitbucket and Git.

Project description Provide End to End Development solutions to one of the largest investment banking products by scaling up the latest technology stack by adopting the cloud-based services under the Payment Settlement stream. Responsibilities Creation of a Test pack, which would be relevant to Corp Actions. Execution of the test cases. Defect management Result of the executed Test cases [ Pass, Fail ] Any new requirements to be suggested, as identified GAP. Skills Must have Overall 8+ years of experience as a Business Analyst, post-trade & Corporate Actions Experience as a Business Analyst in the IT industry in the Finance domain Knowledge of Capital Market activities, Financial Products, and Financial Terminologies is a must Understanding of the Trade Life Cycle Thorough understanding of the complete Software Development Lifecycle Self-motivated, good interpersonal skills, and inclination to constantly upgrade on new technologies and frameworks Good communication, good interpersonal skills and coordination activities, self-motivated, and inclination to constantly upgrade on new developments in the industry Ability to understand business requirements easily and translate them into functional requirements Capability to understand and analyze complex IT applications and financial product structures Excellent documentation ability Have experience in preparing requirement specifications and performing UAT Nice to have Basic technical understanding of Database, and development environments like Bitbucket, and Git.

Location Bangalore About the Team The Investments team at Navi manages our portfolio of investment products, including mutual funds and digital gold. The team is responsible for conceptualizing new investment solutions and expanding the customer base for existing products, driving growth and accessibility in the investment space. About the Role This role is pivotal in ensuring the smooth execution of critical fund operations, from managing account openings and cash flows to overseeing trade settlements across asset classes. It involves working closely with multiple stakeholders to maintain operational accuracy, regulatory compliance, and timely execution, all of which contribute to the efficiency and integrity of the funds daily functioning. What We Expect From You Efficiently managing the account opening process, including Demat accounts, custody accounts, and collection accounts Ensure attention to detail and accuracy in the account opening procedures. Administering daily cash flows for the fund house and reporting real time cash positions to Fund managers. Calculation of scheme shortages and borrowing limits Preparing daily incremental final cash flow reports ensuring banking activity is managed timely and accurately. Timely and accurately handle trade management across various asset classes. Ensure compliance with trade allocations, reporting, and settlements requirements. Meet trade reporting deadlines on relevant platforms within stipulated time frames. Maintain and perform reconciliations for all trade settlements. Report trades to FA and Custody departments in a timely manner. Manage trade settlements for equity, debt, money market, and other relevant transactions. Serve as a point of contact for any trade settlement queries from Dealers and Fund Managers. Must Haves Problem-solving skills. Excellent attention to detail and accuracy. Stakeholder management. Strategic thinking Good communication and interpersonal skills with a talent for articulating. Ability to prioritize tasks and manage time effectively to meet deadlines. Inside Navi We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal Home Loans to UPI, Insurance, Mutual Funds, and Gold we re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin Bansal Ankit Agarwal in 2018, we are one of India s fastest-growing financial services organisations. But we re just getting started! Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity. We re looking for people who dream big when it comes to innovation. At Navi, you ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other and that starts with every one of us. Why Youll Thrive at Navi At Navi, it s about how you think, build, and grow. You ll thrive here if You re impact-driven You take ownership, build boldly, and care about making a real difference. You strive for excellence Good isn t good enough. You bring focus, precision, and a passion for quality. You embrace change You adapt quickly, move fast, and always put the customer first.

Role & responsibilities Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

This is for Angle one franchisee office Role & responsibilities This is for Angle one franchisee office Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

Not Applicable Specialism Risk Management Level Senior Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Assist in conducting Fraud and Misconduct Investigations at variety of locations and across a wide range of industries; Discuss investigative findings with Team Lead/ Manager and others concerned. Responsibilities Assist in conducting Fraud and Misconduct Investigations at variety of locations and across a wide range of industries; Discuss investigative findings with Team Lead/ Manager and others concerned. Assist in drafting clear, concise and extremely robust reports within tight timelines. Work with clients, fraud examiners, internal & statutory auditors, attorneys, lawyers and law enforcement agencies in critical, challenging and highly sensitive assignments; Assist teams from other business units in investigating certain likely fraud alerts/ triggers; Initiate Risk Analytics for Fraud Detection & find solutions that best meet clients needs and develop forensic methodologies and forensic strategies for even the most difficult circumstances Identify key potential legal and regulatory compliance issues and provide an objective review of organization s fraud risk management framework. Use advanced tools and business intelligence techniques in proactive identification of likely issues and events; Maintaining client confidential data and processing it within the confines of PwC policy regarding data protection and confidentiality. Initiate risk analytics for fraud detection and find solutions that best meet clients needs and develop Forensic methodologies and strategies Assist in drafting clear, concise & extremely robust reports within tight timelines Utilize proprietary forensic tools, forensic methodologies and forensic technology that include data mining and mapping, electronic discovery and computer forensic capabilities Assist the seniors in conducting various proactive marketing efforts and sales pitch. Skills Required Technical Chartered Accountant Preferrable Certified Fraud Examiner would be an additional advantage Expertise in detecting and investigating frauds and maintaining corroborative evidence. Prior experience of audit or investigative work (including project management), interview techniques Prior experience in use of CAATs and data analytics. Expertise in accounting and auditing matters and sound knowledge and understanding of internal control concepts and application. Working knowledge of applicable criminal and civil laws would be an added advantage. The maturity and authority necessary to deal with senior management and sensitive issues. Good team player and willingness to meet and interact with people from diverse background and skill sets; Willingness to travel at short notice. Self confident and self motivated Good communication skills, verbally and in writing, with the ability to explain complex transactions in a clear and concise manner. Mandatory skill sets Expertise in detecting and investigating frauds and maintaining corroborative evidence Preferred skill sets CAATs and data analytics Years of experience required 3 to 9 Years Education qualification CA Education Degrees/Field of Study required Master Degree, Bachelor Degree Degrees/Field of Study preferred Required Skills ComputerAssisted Audit Tools (CAATs) Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Communication, Compliance Oversight, Compliance Risk Assessment, Corporate Governance, Creativity, Cybersecurity, Data Analytics, Debt Restructuring, Embracing Change, Emotional Regulation, Empathy, Evidence Gathering, Financial Crime Compliance, Financial Crime Investigation, Financial Crime Prevention, Financial Record Keeping, Financial Transactions, Forensic Accounting, Forensic Investigation, Fraud Detection, Fraud Investigation {+ 12 more} No

: In Scope of Position based Promotions (INTERNAL only) Job TitleClearing and Settlement Analyst , NCT LocationJaipur, India Role Description Our Confirmations / Settlements team services global clients for FX, Rates and Credit derivatives products. You will process daily confirmations / settlements related activities of the team. You will be responsible to ensure that all tasks assigned to the team are done accurately and all the exceptions items are followed up to resolution. You will also facilitate projects, group initiatives and exception processing resolution. Our team of experts will be there to coach and support your development to ensure you excel in this role. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Primary responsibility is to ensure accurate and timely confirmation execution / trade settlement within a risk controlled environment Foster and maintain communication channels with internal and/or external teams to ensure deliverables are met per standard procedures in a timely manner Work together as a team to ensure all deliverables are met as per the SLA Understand and effectively manages risks through timely and accurate escalation of key issues or anomalies Passion to continuously challenge yourself to look for opportunities to standardize and improve Your skills and experience Graduate preferably in Commerce/Economics with minimum of 1 years of work experience in Investment banking/ hedge fund administration Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills Fluent with English, both verbal and written communication Ability to identify and develop strong working relationship Flexibility to work in shifts based on business requirement How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job Title- TAS Client Service Analyst Corporate Title - Associate Location- Mumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job TitleAML Monitoring & Screening Control Advisor Specialist Corporate TitleDirector LocationBangalore, India Role Description Deutsche Bank must ensure that the extraterritorially applicable legal duties resulting from the regulations set out in the German Anti-Money Laundering Act (Geldwaeschegesetz GwG) and the German Banking Act (Kreditwesengestz KWG) are fulfilled by its subordinated enterprises, branches, subsidiaries and affiliates in Germany and abroad. Failing to comply with these requirements is an offence and punishable. Within the Anti-Financial Crime area, Anti-Money Laundering teams are responsible for instituting measures for the prevention of money laundering and combating the financing of terrorism. The measures are described in the Anti-Money Laundering Policy DB Group and the Know Your Client Policy DB Group. They are to be implemented by the 1st Line of Defence, evaluated and reviewed by the Anti-Financial Crime function on a continual basis as well as adjusted regularly, at least annually. The person, based in Bangalore (India), will be responsible for enhancing and managing activities performed by the Anti-Financial Crime (AFC) team in DIPL across multiple locations. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities General The role is a key leadership role based in Bangalore, India reporting to the regional head of FCO APAC in Singapore, involving the management and delivery of AFC services particularly AML Transaction Monitoring Investigations, setting strategies and communicating key messages across the department and the region. The person will be responsible for managing deadlines, maintaining delivery standards and adherence to policy, audit and regulatory requirements. The person should understand the broader Divisional strategy and adapting processes / services accordingly and able to build internal and external relationships with key stakeholders and communicate across all levels of the organisation (including senior management). Key Deliverables are: Responsible for seamless delivery of processes executed by teams at DIPL offices in Bangalore and Jaipur and DKS Manila. This includes the responsibility to meet various KPIs laid down from time to time. Training, managing and leading DIPL and DKS AFC operations staff to achieve the highest results Recruitment, management and development of staff. Participating in regional and global forums as part of BAU and to develop long term strategy for the function Working with Regional AFC hubs, local AFC Officers, business staff, Modelling, IT and other infrastructure functions on initiatives to evolve, re-design and upgrade existing transaction monitoring systems and processes Ensuring and demonstrating that consistent delivery and service levels are maintained Publishing MI Your skills and experience 15+ years of AFC/ Compliance or Audit experience at a regulator, exchange, Central Bank or large, regulated financial institution in an international setting Experience in leading large teams in an off-shore / delivery center set-up Experience in successfully leading and managing projects Strong knowledge of AFC subject matter and regulations, Experience in making formal (written and oral) presentations in a corporate setting Strong knowledge of various financial products Knowledge of Transaction Monitoring Systems, Case Management Systems and AI/Machine Learning Tools. Process Re-engineering skills Education/ Qualifications Minimum - University degree, preferably in Finance, Business, Accounting or Economics Relevant post grad degree (e.g. MBA, Law) a plus Competencies: English language proficiency (oral and written) required. Analytical, process-oriented mindset Great attention to detail, coupled with strong problem-solving skills A pro-active, results-oriented approach with strong drive and initiative Well-developed relationship-building skills and communication/influencing skills How well support you . . . .

: Job Title Trade and Transaction Operator - NCT LocationJaipur, India Role Description You will be responsible for Handling the processing of funds transactions (Mutual, Hedge, PE/RE), including Subscription, redemptions, and transfers and ensuring these are executed and sent to Transfer Agents and Fund Administrator in timely and accurately manner. Ensuring the completion of Onboarding of funds in our internal system and complete the AML/KYC of the organization/client with Transfer Agents and Fund Administrator Ensuring the completion of asset set up in internal system to ensure placement of the orders Candidate would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs Builds and maintains relationships with internal stakeholders - Fund Desks, Relationship Center, COO, Transfer Agents, Fund Administrator, AML, ORM, Technology, as well as with Service Providers. Ensures the escalation of operational, regulatory, and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions. Candidate would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Ensure quality/quantity of processing is maintained as per the SLA. Should be capable in handling multiple deadlines. Ensure to process execution for all orders in given TAT. Understanding of downstream and upstream of Funds Process workflow Drive Partnership value with various internal teams and liaison with onshore and supporting teams. Checklist to be maintained and reviewed daily. Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business. Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution Your skills and experience Diploma/Degree in related discipline (Banking/Finance preferred but not necessary) Strong knowledge in Funds product class and its execution (Mutual Funds, Hedge Funds, Private Equity & Real Estate) Strong background in Wealth Management products and operations, preferable with 2 - 4 years experience Ability to work in fast paced environment with different teams cutting across variable functions Detailed oriented, highly organized with creative problem-solving skills A desire to keep pace product, system and market knowledge in the product line and be open minded, able to share information, transfer knowledge and expertise to team members An independent and proactive worker with good communication skills. High attention to details and good time management skills are essential How well support you . . . .

Role & responsibilities To understand the requirement of the clients. To facilitate clients financial needs. New Client onboarding To act as a financial planner Preferred candidate profile Must be graduate (B.Com/BBA) Good communication skills. Must have own conveyance/vehicle Perks and benefits

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

We are looking for Creative Content Writer for our corporate office: Responsible for writing content for financial products for our organization. Content for blog posting Content for Digital marketing Content for various other promotional activity. Researching industry-related topics (combining online sources, interviews and studies) Writing clear marketing copy to promote our products/services. Creative writing for research, taglines etc.

Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bankdebt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder Mandatory Skills: Institutional_Finance_Buy_Side_Others. Experience: 1-3 Years.

Responsibilities: * Manage client relationships through regular communication and meetings * Collaborate with cross-functional teams on product development and marketing initiatives Health insurance Provident fund

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. Set and achieve cluster-level businessRole & responsibilities

Role & responsibilities Support the companys distribution initiatives by strengthening relationships with key distributors and IFAs. Drive market share and brand visibility by engaging with select partners and onboarding new distributors. Conduct joint sales calls with team and assist in documentation, and provide product training support. Gather and channel key market intelligence and feedback to the Products and Investments team. Coordinate with the Investment team for product insights, distributor meetings, and conference calls. Work closely with Operations and Customer Service teams to ensure a smooth and consistent client experience. Maintain strict adherence to regulatory requirements, internal compliance standards, and uphold the firms brand values. Ensure timely completion of mandatory certifications, KYC norms, and stay updated on latest regulatory changes. Continuously enhance knowledge of products, sales techniques, and industry best practices. Preferred candidate profile