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15.0 - 19.0 years
0 Lacs
punjab
On-site
As the Head of Risk Management, you will be responsible for planning, implementing, and managing the risk management strategies of the organization. You will supervise a team, collaborate closely with senior management, and ensure the organization's adherence to exchange guidelines. This role involves analyzing and mitigating risks, monitoring compliance, and providing regular risk assessments and reports. Key Responsibilities: - Strategic Risk Management: - Lead the design and implementation of the risk management framework for the organization, ensuring alignment with company goals and industry standards. - Set uniform standards for risk assessment, capital allocation, and reporting processes. - Risk Assessment & Evaluation: - Oversee risk identification, analysis, and estimation, providing strategies for risk mitigation. - Ensure that risks are evaluated and aligned with the company's risk appetite and regulatory guidelines. - Exchange Compliance: - Ensure compliance with exchange guidelines and risk limits. - Volatility Monitoring: - Develop models to track daily volatility in equity securities and provide risk insights to senior management in all segments of NSE, BSE, MCX, NCDEX. - Risk Reporting & Communication: - Provide senior management with global risk reports, evaluations, and updates on emerging risks and opportunities. - Communicate daily trade summaries and key risk information to stakeholders. - Best Practices & Continuous Improvement: - Stay updated on industry best practices for risk management, ensuring their evaluation and potential implementation within the organization. - Team Leadership & Development: - Lead and mentor the risk management team, fostering a culture of continuous improvement and ensuring the team has the necessary skills and resources to manage risks effectively. Desired Candidate Profile: - Minimum of 15 years in a risk management or RMS-related role, with significant experience in stock broking. - Bachelors or Masters degree in Finance or a related field. - NISM Certification is a must. - Strong working knowledge of Excel and risk management tools. - Ability to evaluate and mitigate risks, suggest corrective actions, and monitor trading activities for compliance. - Experience in OMS trading applications like Kambala, NEST etc.,
Posted 1 day ago
4.0 - 6.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Introduction Should have hands on experience in Mutual fund operations looking after Cash flow, Settlement operations & regulatory reporting's. Principal Responsibilities Experienced in executing settlements for equity, debt, GSEC, and repo trades, using STP, FIMMDA Reporting, and NDS systems, and communicate with custody. Prepare daily Cashflow statements for mutual fund schemes and co ordinating with Investment team for deployment of available cash balance. Looking after internal and regulatory reports, including MIS, and maintain securities master data. Adhered to accounting policies and SEBI regulations, conducting periodic scrutiny of ledger accounts. Initiate process improvement initiatives, automating operational Activities to enhance efficiency and reduce errors. liaison with auditors for timely and successful completion of audits Requirements . Over 4 years of relevant work experience in the Mutual fund operations . CA/MBA/CA- Inter preferred. . Strong analytical, decision making, interpersonal, time management and problem-solving skills. . Enthusiastic, collaborative and customer oriented, Resourceful and results driven. . Fluent in written and spoken English. . Effective presentation and influencing skills. Valid NISM certification. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
kanpur, uttar pradesh
On-site
The key responsibilities for this role include delivering high-quality online/offline sessions on Fundamental Analysis, creating easy-to-understand learning material such as slides, case studies, and examples, guiding students through practical applications and real-world case studies, mentoring students during and after classes by answering queries and clarifying doubts, staying updated on market trends, news, and financial analysis techniques, as well as contributing to building an engaged and thriving learning community. To excel in this position, you must possess a NISM Certification, demonstrate strong hands-on knowledge of Fundamental Analysis, have at least 5 years of experience in teaching/mentoring (preferred, not mandatory), exhibit excellent communication and presentation skills, showcase a passion for educating and inspiring others, and demonstrate the ability to simplify complex concepts for beginners. Joining our team means becoming a part of a young, dynamic team with a transparent culture in a SEBI-registered company with an industry-leading reputation.,
Posted 2 weeks ago
12.0 - 20.0 years
0 Lacs
kolkata, west bengal
On-site
You are looking for a Head of East India Distribution Sales for a client in the Mutual Fund Industry. With 12 to 20 years of demonstrated experience in mutual fund sales or a related financial services role, you will be responsible for developing and executing strategic sales plans to meet or exceed assigned sales targets. Your duties will include prospecting and acquiring Distributors, Corporate Distributors, Individual MFDs, Family Offices, RIAs, and Fintech companies. Additionally, you will conduct meetings and presentations to effectively communicate investment strategies and product features. It is essential to stay informed about market trends, economic conditions, and regulatory changes affecting the mutual fund industry. You will also contribute to the development and implementation of regional sales strategies, achieve and maintain a high level of service support with the team, and prepare sales reports while tracking key performance indicators. The mandatory qualifications for this role include a Bachelors's degree in Finance, Business Administration, or a related field, along with a minimum of 12/20 years of experience in mutual fund sales or a relevant financial services role. You should have a strong understanding of mutual fund products, investment strategies, and financial markets. Excellent communication, presentation, and interpersonal skills are required, as well as a proven ability to build strong relationships and generate new business leads. It is essential to be able to work independently and as part of a team, possess strong analytical and problem-solving skills, and be proficient in MS Office Suite and financial modeling tools. Desired skills for this position include experience in the East market, holding an NISM Certification, and having knowledge of the local financial landscape and distribution preferences in the East market. Proficiency in the local languages of Bengali and Hindi is a must for this role. If you meet the specified requirements and are interested in this opportunity, please send your resume to anita.kulkarni@talentcorner.in.,
Posted 2 weeks ago
6.0 - 10.0 years
0 Lacs
chandigarh, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment& National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunitieswithin the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10years of experience AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Chandigarh , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
2.0 - 4.0 years
0 Lacs
jaipur, rajasthan, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. Principal Responsibilities . Leading and Managing 3 locations Delhi NCR, Rajasthan and Kanpur for Mutual Operations to ensure all work is completed within established service levels and reviews the same on regular basis. . To guide team to ensure timely and error free reporting of transactions received at the Investor Service Centre. Daily managing TSM control mechanism and Daily check list review of locations. . Supporting associates on daily basis to ensure accurate and timely responses are shared with investor, MFD etc and all requests are escalated as appropriate. . Explore and process efficiency suggestions and contribute to achieve customer delight by supervising and managing risk as per regulatory requirement. . Effective coordination with RTA to ensure minimal escalations. Requirements . A good understanding of mutual fund/security markets . Valid NISM certification. . Good verbal and written communication, team and interpersonal skills. . The inclination to work in a client facing role, with a bent of mind for service. . Ideally a postgraduate / minimum 2 plus years of experience in team managing. . Knowledge of local language will be an advantage. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
indore, madhya pradesh, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
gorakhpur, uttar pradesh, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
6.0 - 10.0 years
0 Lacs
agra, uttar pradesh, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC's clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experiencedprofessional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment& National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunitieswithin the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10years of experience AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Agra , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
0.0 years
0 Lacs
thiruvananthapuram, kerala, india
On-site
Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements The successful candidate for this role will need to possess the following skills Minimum Graduation or as required for the role, whichever is higher A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Knowledge of local language will be an advantage NISM certification Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time. All Apprentices engaged by the Bank will also be featured in NATS portal as an Apprentice. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing. On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease. All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Global Asset Management (India) Private Ltd
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Quantsapp Advisor at Quantsapp, you will play a crucial role in engaging users and introducing them to best practices in systematized learning. Your responsibilities will include keeping up with the latest tactical knowledge in options trading and sharing updates with clients, building and maintaining strong relationships with key stakeholders, negotiating and closing deals to achieve sales targets, and staying updated with the latest developments in the options trading industry. It will be essential for you to maintain Key Result Areas (KRAs) for the successful fulfillment of your daily duties. Joining Quantsapp as a Quantsapp Advisor offers you numerous benefits, including continuous and paid on-the-job training in options trading, industry-leading incentives, a work environment with no lead hunting, and exceptional work-life balance with generously paid holidays. To excel in this role, you should possess a proven track record of success in business development or sales roles, strong communication and negotiation skills, knowledge of stock market and options current market trends (which is a plus), the ability to work both independently and as part of a team, a bachelor's degree in business administration or finance, previous experience in options training (an advantage), good exposure to the share market industry, awareness of current market trends, target-oriented mindset, excellent communication skills, and a certification in NISM can be a plus point. Working at Quantsapp will provide you with the opportunity to be part of a company with a solid track record of performance, collaborate with and learn from top talent in the industry, and engage in a role that offers a wide range of learning opportunities.,
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
As a candidate for this role, you are expected to possess strong communication and interpersonal skills, enabling you to build and nurture long-term relationships with clients. It is essential that you have an existing network of clients and corporates, fostering robust connections. A comprehensive understanding of the Mutual Fund Industry, Capital Market, and factors driving growth and profitability is crucial for success in this position. Furthermore, exceptional team management abilities are required to lead effectively. Having certifications in NISM and CFP would be advantageous for your application. Your primary responsibilities will involve generating leads and seeing them through to closure, collaborating closely with the Operations and Sales backend team. Developing and implementing plans that cater to client needs is a key aspect of this role. The ideal candidate should be self-motivated, adaptable to change, and capable of handling multiple tasks simultaneously. A willingness to immerse yourself in a startup environment is essential, along with the possession of a laptop. Your primary duties will revolve around managing the organization's current clients, addressing service-related, operational, or sales-related inquiries. Additionally, you will be tasked with securing new business from existing clients across various financial services. Supervising and motivating the team, resolving internal conflicts, and boosting morale are also part of your responsibilities. Engaging with individuals through various communication channels such as phone, email, chat, screen-sharing, and social media for financial planning purposes is a key aspect of the role. Acquiring and retaining High Net Worth Individuals (HNI) clients, meeting targeted client and Asset Under Management (AUM) objectives, and generating revenue through financial planning solutions are vital responsibilities. Organizing seminars and other business development activities and effectively communicating team goals are crucial components of your role.,
Posted 2 months ago
2.0 - 7.0 years
2 - 7 Lacs
Hyderabad, Telangana, India
On-site
Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential.
Posted 2 months ago
9.0 - 12.0 years
8 - 12 Lacs
Pune
Work from Office
Role & responsibilities The position is responsible for leading and managing team in the assigned region to meet sales targets Ensure effective and smooth relationship with all important touch points in PSU channel Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Responsible for achieving Sales Targets, Sales patterns in the market Market & industry analysis Generating & increasing sales Influence decision making at senior levels of prospective business organizations Preferred candidate profile Educational Qualification Mandatory: NISM certification Preferable: Management Graduate (MBA or equivalent) Technical & Professional Knowledge required Product knowledge. Market knowledge / extensively networked Key account management skills. 9-12 years of relevant experience Proven performance track record (sales) Exposure to M.F industry will be added advantage. Problem Solving, Conflict Management, Interpersonal and persuasive skills, Sound knowledge of numbers Should have an eye for detail Good communicational abilities and pleasing personality Should be ready to expand job portfolio horizonta
Posted 3 months ago
1 - 4 years
4 - 5 Lacs
Surat
Work from Office
• Direct Credit Rejection, Red Payout Authorisation, MIR- 38, NFT rejection • Pending & Exemptions for Financial Transaction, Excess/Short Credit • Resolve queries & complaints • Follow up with CAMS • ARN empanelment queries • Guide distributors Required Candidate profile • 2 + Years of relevant experience in the Mutual Fund Industry. • Graduate and Should be NISM Certified • Should have good communication skills
Posted 4 months ago
1 - 4 years
4 - 5 Lacs
Jaipur
Work from Office
• Direct Credit Rejection, Red Payout Authorisation, MIR- 38, NFT rejection • Pending & Exemptions for Financial Transaction, Excess/Short Credit • Resolve queries & complaints • Follow up with CAMS • ARN empanelment queries • Guide distributors Required Candidate profile • 2 + Years of relevant experience in the Mutual Fund Industry. • Graduate and Should be NISM Certified • Should have good communication skills
Posted 4 months ago
2.0 - 7.0 years
6 - 7 Lacs
hubli, pune, north goa
Work from Office
Job Title: Relationship Manager Location: Goa, Pune, Hubli, Belgaum, Devagiri, Mumbai (Dadar, Panvel, Andheri, Fort) About Centricity: Centricity is Indias first full-stack wealth-tech platform built exclusively to empower Independent Financial Professionals (IFPs). We aim to simplify and digitize the investment ecosystem by enabling IFAs, RIAs, CAs, and other advisors to establish, operate, and grow their advisory business with ease. Our integrated platform provides the technology, support, and flexibility required to offer personalized financial solutions at scale—while maintaining independence and ownership. At Centricity, we are on a mission to transform financial advisory into a scalable, digital-first, and client-centric profession. Key Requirements: Graduate or higher degree in any discipline with a strong understanding of local demographics and solid relationships with IFAs / CAs. Minimum 2 years of experience in handling MFD / IFA / financial products. In-depth knowledge of the financial services industry, especially in the assigned geography. Freshers with a passion for sales and business development in the financial domain are welcome to apply. Primary Role: Recruitment: Generate leads for Financial Product Distributors (FPDs). Coordinate and conduct business opportunity sessions for prospective/existing FPDs. Assist new FPDs in clearing the NISM certification exams. Business Development: Deliver product training to partners. Develop business plans for partners, support client meetings, joint calls, and asset allocation strategies. Build strong relationships with IFAs and partners in the region and ensure effective communication of products, solutions, and services. Conduct regular partner meets to share updates and enhance partner knowledge.
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