Get alerts for new jobs matching your selected skills, preferred locations, and experience range. Manage Job Alerts
4.0 - 8.0 years
0 Lacs
haryana
On-site
You are a highly motivated and results-driven Investment Banking Manager with a strong background in calling, selling shares, and a passion for sales in the financial services industry. With at least 4-8 years of experience in a similar role within the investment banking or securities industry, you are eager to contribute to our growing business. Your key responsibilities will include actively engaging with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. You will proactively sell equities, securities, and financial products to institutional and retail clients, identifying opportunities to cross-sell and increase revenue streams. Staying updated with the latest market trends and financial news will enable you to provide insightful recommendations to clients and identify investment opportunities. Managing the execution of trades, ensuring timely and efficient order placements and follow-ups, will be crucial. Building and maintaining strong client relationships to drive repeat business and increase client satisfaction will also be part of your role. Additionally, maintaining accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards is essential. You should possess 4-8 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry. Strong communication, negotiation, and presentation skills are required, along with the ability to build rapport and effectively sell financial products. A solid understanding of financial markets, equity securities, trading platforms, and investment products is essential. A sales mindset, driven and target-oriented nature, along with a passion for growing business are qualities that will make you successful in this role. A degree in Finance, Economics, Business, or a related field along with professional certifications will be beneficial. Attention to detail is necessary to manage multiple client accounts and transactions while ensuring accuracy and timeliness. Being a team player is crucial, as you will work collaboratively with internal teams, including traders, analysts, and senior bankers. Desired attributes include being proactive and self-driven, comfortable with cold calling and reaching out to potential clients to generate new business. A strong work ethic with a relentless drive to achieve sales targets and exceed expectations is highly valued. Adaptability is key to quickly adjust to changes in the market and client requirements. If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!,
Posted 2 days ago
5.0 - 10.0 years
6 - 16 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 days ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
As a Sales Executive in our investment sales team, you will play a crucial role in driving sales and promoting financial products to our clients. Your main responsibilities will include selling in-house equity shares, business-as-usual shares, and Alternative Investment Funds (AIFs). To excel in this role, you will need to engage with clients proactively, manage portfolios effectively, and possess strong communication and calling skills. Your key responsibilities will involve driving the sales of various investment products, including in-house equity shares, routine business shares, and other financial instruments. You will also be responsible for managing and growing a portfolio of high-net-worth and retail clients, ensuring regular updates and insights are provided. Additionally, you will promote and sell AIF products to qualified investors while adhering to regulatory norms. Daily outbound calls to prospective and existing clients will be essential for generating leads, pitching investment products, and closing sales. Building strong client relationships, staying updated on market trends and regulatory changes, and enhancing customer satisfaction will also be part of your role. To be successful in this position, you should have a proven track record in sales of financial products, shares, or investment portfolios. Exposure to AIF funds will be advantageous. Excellent verbal and written communication skills, a strong phone presence, and the ability to work independently and achieve sales targets are crucial. A bachelor's degree in Finance, Business, or a related field is required, and relevant certifications such as NISM will be a plus. Your skills in client relationship management, communication, outbound calling, portfolio management, sales of financial products, market intelligence, and AIF fund sales will be instrumental in driving the success of our investment sales team. Join us in this dynamic role where you can leverage your expertise to build strong client relationships and drive sales growth effectively.,
Posted 3 days ago
2.0 - 7.0 years
2 - 7 Lacs
Kolkata, Hyderabad, Bengaluru
Work from Office
Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com
Posted 3 days ago
0.0 - 3.0 years
1 - 4 Lacs
Noida
Work from Office
Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets, products, and regulations. 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 clients and providing exceptional customer service. Strong understanding of the TV/Radio industry and its dynamics.
Posted 3 days ago
1.0 - 3.0 years
4 - 8 Lacs
Jaipur
Work from Office
About The Role : Job Title- Trade and Transaction operator, NCT Location- Jaipur, India Role Description The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Ensure that Equities, Fixed Income, Structured and Derivatives products are executed timely and accurately for settlement and regulatory reporting. Builds and maintains relationships with internal stakeholders - Product Desks, Relationship Center, COO, Compliance, AML, ORM, Technology, as well as with Service Providers. Informs product / function development to ensure a superior offering in the face of changing client needs and market trends. 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. Applies Business strategies and objectives across product and business lines within all internal and external policies/guidelines and requirements of the regulators and to agreed SLAs, KRIs and/or KPIs. 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 The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Ensure quality/quantity of processing is maintained as per the SLA. Should be capable in handling multiple deadlines. Ensure to process all payments in given TAT. Understanding of downstream and upstream of payments. Drive Partnership value with various internal teams and liaison with onshore and supporting teams. Checklist to be maintained and reviewed daily. Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc). 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 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 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.
Posted 3 days ago
3.0 - 5.0 years
8 - 12 Lacs
Mumbai
Work from Office
About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Define and deliver asset data management solutions, to capture, validate and improve plant, equipment, bill of material and maintenance plan data and install base management. What are we looking for Agility for quick learningCommitment to qualityProcess-orientationWritten and verbal communicationStrong analytical skills Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 3 days ago
3.0 - 6.0 years
8 - 12 Lacs
Gurugram
Work from Office
Job Purpose and Impact The Trader Oilseeds and Meals who will participate in face to face and remote selling to both new and existing customers. In this role, you will contribute to generating income and controlling risks by performing most routine or complex trading work, involved predominately into cash market. Key Accountabilities Manage the Oilseeds and Meal domestic positions, create parity trades in local market. Cash and Carry opportunities NCDEX (Beans and Meals) Support the Trade Analyst team on the SnD of Soybeans and Meals in India involving crush capacities, meal exports, stocks details and Govt procurement. Execute and monitor the short- term trading strategies and books for a specific commodity, market or customer based on speculative and hedged positions. Reconcile routine or repetitive profit and loss estimates and reports that require some interpretation of trading practices and procedures. Track customer and competitor activity and industry trends. Independently solve moderately complex issues with minimal supervision, while escalating more complex issues to appropriate staff. Qualifications Minimum Qualifications Bachelor's degree in a related field or equivalent experience Minimum requirement of six years of relevant work experience. Preferred Qualifications Effectively build formal and informal relationship networks inside and outside the organization. Apply knowledge of business and the marketplace to advance the organization's goals. Build strong customer relationships and deliver customer-centric solutions.
Posted 3 days ago
3.0 - 8.0 years
3 - 5 Lacs
Kolkata
Work from Office
Role & responsibilities - Share/Stock market dealing. Preferred candidate profile- Has worked as a stock market dealer in euity and derivative market. Perks and benefits- Handsome salary. Immediate Joining.
Posted 3 days ago
2.0 - 6.0 years
1 - 3 Lacs
Nashik, Amravati, Mumbai (All Areas)
Work from Office
" Join as Sales & Marketing Manager & Grow in Maharashtra!" Key Responsibilities Lead a team Sales Executives to drive monthly sales targets Achieve monthly and quarterly sales targets through direct field visits. Build and maintain strong relationships with local clients, dealers, and distributors. Conduct daily field visits with team for client meetings and lead follow-ups Promote and pitch company products to customers effectively. Follow up on leads, inquiries, and close deals within TAT. Qualifications: A bachelor's degree in finance, Business, or a related field. A minimum of 2 years of experience in any Field Sales, BFSI, FMCG, Pharma or Marketing . Excellent communication and client management skills. Strong local network and area knowledge. Why Join Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining For more information! Call :: +91 9723104999 Mail Resume :: palak.r@tekpillar.com
Posted 5 days ago
0.0 - 2.0 years
1 - 2 Lacs
Kolkata
Work from Office
Business Development Associate Location: Salt Lake, Sector V, Kolkata (Work from Office) Company: SpringPad Wealth Solutions Pvt. Ltd Type: Full-Time Experience: 0-2 Years Start Date: Immediate Joiners Preferred Salary: 15,000 to 20,000 + Incentives Industry: Fintech | Algo Trading | AI in Finance Role Overview: As a Business Development Associate , you'll: Pitch, promote, and sell subscription plans for BullsAI Onboard users onto the platform and provide hands-on support Act as the face of the product , guiding users toward success in AI-based trading Thrive in a target-driven, high-performance sales culture Key Responsibilities: Engage with leads via calls, WhatsApp, emails & in person. Explain product features, pricing, and AI-based benefits. Assist users with account setup, login, and subscription activation. Offer continued support and handholding during the user journey. Convert trial users into paying customers through regular follow-ups. Log conversations & updates into CRM tools. Collaborate with tech, product & marketing teams for user feedback. Meet & exceed monthly subscription and revenue targets. Cross-sell additional services like training, premium support plans Who Were Looking For: Communication & Sales Skills Fluent in English, Hindi & Bengali Confident in giving demos, handling objections & closing deals
Posted 6 days ago
1.0 - 6.0 years
4 - 6 Lacs
Mehsana, Gandhidham, Jamnagar
Work from Office
Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Direct Sales & Equity dealer in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.
Posted 1 week ago
12.0 - 17.0 years
9 - 13 Lacs
Hyderabad
Work from Office
Your future role Take on a new challenge and apply your multifaceted expertise in Train Control & Information Systems (TC&IS) to our innovative projects. Youll work alongside dedicated and collaborative teammates. You'll be instrumental in managing the development of TC&IS deliverables from conception to warranty completion. Day-to-day, youll work closely with teams across the business (Project Engineering, Train System Engineering, Quality Assurance), overseeing the design process, and much more. Youll specifically take care of validating development plans, achieving software quality requirements, and ensuring the quality of various project domains. But also, you will be responsible for managing design planning and conducting Design/Verification reviews. Well look to you for: Validating TC&IS Development, Configuration, Validation, and Management Plan application Achieving specified software quality requirements and informing team members of associated responsibilities Ensuring quality across all domains of your project (Schematic, Apparatus, Software, etc.) Delivering TC&IS Engineering outputs in line with Engineering Quality Cost Delay commitments Managing interfaces and follow-ups of sub-systems Supporting Industrial and Manufacturing areas during First Train Assembly Supporting Commissioning and Validation area during First Train tests All about you We value passion and attitude over experience. Thats why we dont expect you to have every single skill. Instead, weve listed some that we think will help you succeed and grow in this role: Degree in Electrical Engineering, Computer Science, or a related field 12+ years experience or understanding of rolling stock functional engineering across various train functions Knowledge of network topologies and interfaces for industrial communication networks Familiarity with model-based control systems and application tools like Control Build, Matlab/Simulink, Matrix, or similar Proven work package and team management experiences Hands-on experience in electrical and schematic design activities Excellent communication abilities in English
Posted 1 week ago
5.0 - 10.0 years
5 - 12 Lacs
Pune
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory
Posted 1 week ago
5.0 - 10.0 years
5 - 12 Lacs
Ahmedabad
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory
Posted 1 week ago
3.0 - 5.0 years
8 - 12 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation
Posted 1 week ago
5.0 - 8.0 years
9 - 14 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 7-9 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well-rounded knowledge of Asset Management operational workflowsHighly organized and proactiveAbility to multitask and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation
Posted 1 week ago
1.0 - 3.0 years
7 - 11 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND2-4 years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsLeads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation
Posted 1 week ago
3.0 - 5.0 years
8 - 12 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND4-7+ years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsProjects:Leads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation
Posted 1 week ago
1.0 - 3.0 years
7 - 11 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation
Posted 1 week ago
3.0 - 5.0 years
8 - 12 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Mumbai
Work from Office
Drive sales and client acquisition by converting physical securities into dematerialized form while managing end-to-end client relationships and compliance processes
Posted 1 week ago
1.0 - 3.0 years
2 - 3 Lacs
Pune
Work from Office
Position Summary: We are seeking a highly motivated and customer-focused Chat Agent to join our dynamic team. The ideal candidate will be responsible for providing accurate, timely, and professional support to our clients regarding their securities business queries via live chat. This role requires a strong understanding of stock market operations, investment products, and excellent communication skills to assist clients with their trading and investment-related inquiries. Key Responsibilities: Live Chat Support: Respond promptly and efficiently to a high volume of inbound customer chat inquiries related to stock market activities, trading platforms, and investment products. Query Resolution: Accurately identify and resolve customer issues, including but not limited to: Account-related queries: Account opening, KYC, login issues, password resets, demat account statements. Trading queries: Order placement (buy/sell), order status, trade execution, margin calls, stop-loss orders, bracket orders, cover orders, options and futures trading. Market information: Stock quotes, historical data, market indices, corporate actions (dividends, splits, bonuses, rights issues). Platform navigation: Guiding customers through the trading platform, mobile app, and web portal features. Product information: Explaining various investment products (equities, mutual funds, ETFs, derivatives, bonds, commodities). Regulatory compliance: Providing information on regulations, exchange rules, and other relevant guidelines. Fund transfers: Inquiries related to deposits, withdrawals, and fund settlement. Information Dissemination: Provide clear, concise, and accurate information, explaining complex financial concepts in an easy-to-understand manner. Escalation Management: Identify and appropriately escalate complex or unresolved issues to the relevant internal departments (e.g., trading desk, back office, compliance) while ensuring a seamless customer experience. Documentation: Maintain detailed and accurate records of all customer interactions and resolutions in the CRM system. Feedback & Improvement: Proactively identify trends in customer inquiries and provide feedback to management for process improvement, FAQ development, and product enhancements. Compliance: Adhere strictly to all company policies, regulatory guidelines and data privacy regulations. Continuous Learning: Stay updated with the latest market trends, financial products, regulatory changes, and company offerings. Quality Assurance: Ensure all chat interactions meet company quality standards and service level agreements (SLAs). Required Skills and Qualifications: Education: Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. Experience: 1-3 years of experience in customer service, preferably in the financial services or stockbroking industry, with a strong emphasis on chat support. Stock Market Knowledge: Preferred and strong understanding of stock market ( Preferably European ), including equity, mutual funds, and basic knowledge of commodities/forex. Familiarity with stock market regulations and exchange operations is a significant plus. Communication Skills: Excellent written communication skills with impeccable grammar, spelling, and punctuation. Ability to explain complex information clearly and concisely. Technical Proficiency: Proficient in using CRM software, live chat platforms, and Microsoft Office Suite (Word, Excel). Familiarity with trading platforms is highly desirable.
Posted 1 week ago
18.0 - 20.0 years
30 - 40 Lacs
Kolkata
Work from Office
Role & responsibilities The candidate must be from a Listed Company having 15 to 18 years experience in the following : Handling all Secretarial matters including Managing all activities of Board, Committee & General Meetings including preparation of Notice, Agenda, drafting of resolution. Co-ordination with Independent Directors for Meetings related matters. Compliance with Companies Act, SEBI Guidelines, Listing Agreements and other laws Correspondence with Shareholders & other concerning various Investors grievances related matters. Handling matters relating to Bonus Issue, Listing and Delisting of Shares and necessary formalities in connection therewith. Handling Merger, Demerger of Companies Compliances of Corporate Governance. Attending investors grievances at various legal forums Managing of Dividend Distributions Coordination with the Stock Exchange, Depository, Registrar etc. Preferred candidate profile Must be a qualified Company Secretary with at least 15-18 years of relevant experience. Must have at least 5 years of experience working with a publicly listed company. Age Limit : 40-45years Max Location : Kolkata Perks and benefits : INR 30-40 l salary
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
Noida, New Delhi, Faridabad
Work from Office
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume @9783801300 (Anjalisharma1@rathi.com) and can also refer your friends/Colleagues as well.
Posted 1 week ago
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Accenture
39581 Jobs | Dublin
Wipro
19070 Jobs | Bengaluru
Accenture in India
14409 Jobs | Dublin 2
EY
14248 Jobs | London
Uplers
10536 Jobs | Ahmedabad
Amazon
10262 Jobs | Seattle,WA
IBM
9120 Jobs | Armonk
Oracle
8925 Jobs | Redwood City
Capgemini
7500 Jobs | Paris,France
Virtusa
7132 Jobs | Southborough