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1.0 - 6.0 years
0 - 0 Lacs
bangalore, kochi, chennai
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation -Equity sales/BRO/KAM Min Experience -1 YRS & above CTC - Upto 5 LPA Roles & Responsibilities: - 1- Acquisition of New Corporates and thereby salary accounts and Cross selling of TPP 2- Maintaining relationships with the department heads / contact people at a corporate level. 3- Penetration in empanelment relationships acquired. 4- Ensuring salary credits in all salary accounts sourced. 5- Meeting monthly sales targets for salary accounts as well as TPP's. Job Requirements: 1-Should have 3-4 years or plus of sales experience in banking. Preferably corporate sales. 2-Knowledge of mapping Key accounts. 3- Local Market knowledge. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. You can also call on 7991680640.
Posted 3 weeks ago
2.0 - 7.0 years
3 - 6 Lacs
Bhubaneswar, Kolkata, Patna
Work from Office
Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 9874220400 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter
Posted 3 weeks ago
1.0 - 3.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Institutional_Finance_Buy_Side_Others. Experience:1-3 Years.
Posted 3 weeks ago
1.0 - 3.0 years
35 - 40 Lacs
Hyderabad
Work from Office
Location: Hyderabad (On-site) Firm Type: Partnership Firm (Retail + NGO) Experience: 1 3 years preferred Salary : 15K - 35K ( Based on last salary ) About the Role : We are looking for a detail-oriented, smart, and disciplined Junior Accountant who is eager to grow and learn under the guidance of senior professionals and Chartered Accountants. This is not just a data-entry job this is a long-term opportunity for someone who wants to build deep expertise in finance, taxation, and business reporting for both partnership firms and individuals, including work related to a registered NGO. Key Responsibilities : Daily Tasks: Bank reconciliations Expense entries (including GST and TDS categorization) Credit card expense postings Weekly Tasks: Uploading bank payments Preparing weekly cash flow statements Monthly Tasks: Data integrity checks in accounting software Verifying bank interest calculations Preparing and paying TDS, TCS, PF, PT Generating finance MIS reports (Cash, Bank, Inventory, Vendor Payables) Uploading and verifying salary calculations Making payments for rent, credit card bills, bank dues, and interest Preparing and cross-checking GSTR-1, 3B, 2B Preparing vendor ledgers Preparing stock statements for banks Quarterly Tasks: Preparing and filing TDS returns Calculating and paying advance tax Annual Tasks: Preparing Trading, P&L, and Balance Sheet for firm and individual accounts Filing all relevant statutory reports and compliances Supporting audit and year-end financial closure Other Responsibilities: Managing all accounting and compliance work related to the NGO Understanding and applying taxation on stock market transactions (STCG, LTCG, F&O) Who Should Apply : Someone who wants to learn and grow into a Senior Accountant role over time Strong sense of ownership, accuracy, and work ethic Comfortable with systematic workflows and senior-level reviews Basic knowledge of GST, TDS, Trading Account, P&L, Balance Sheet Bonus: Understanding of stock market taxation Growth Path : You ll start as a Junior Accountant with active mentorship. Over time, you will take on senior responsibilities, directly coordinate with CAs, and manage key financial operations independently. What We Offer : Exposure to high-quality accounting practices Mentorship from experienced seniors & Chartered Accountants Long-term, growth-oriented career path A disciplined and respectful work environment
Posted 3 weeks ago
8.0 - 12.0 years
20 - 25 Lacs
Bengaluru
Work from Office
Nasdaq Technology is looking for a passionate Salesforce technical lead with a strong salesforce background, a change mindset, and a proven history of leading high performing development teams to join the Bangalore technology center in India. If Innovation and effectiveness drive you forward, this is the place for you! Nasdaq is continuously revolutionizing markets and undergoing transformations while we adopt new technologies to develop innovative solutions, constantly aiming to rewrite tomorrow. We are seeking a Senior Manager Salesforce Development to lead our salesforce development team and work closely with our QA, DevOps and Architecture teams. The ideal candidate will bring a strong blend of technical expertise and the ability to collaborate effectively with global teams. We are looking for candidates who display deep technical leadership, fostering a collaborative team environment, and ensuring standard processes in software development. A strategic problem solver with a solid technical background in Salesforce development, including Apex, Visualforce, and Lightning components, is required, along with knowledge of Salesforce platform architecture. We are looking for candidates with a genuine desire and drive to deliver top technology solutions to todays markets. With this position we offer Join the Global Technology Enterprise Solutions team at Nasdaq. In a time of rapid tech advancements, were focusing on innovation, agility, and data-driven methods. We embrace AI, data insights, and agile workflows to scale our efforts, optimize resources, and enhance team collaboration. By aligning with these principles, we aim to serve our clients and partners through a unified "One Nasdaq" approach, fostering partnerships across functions and unlocking growth opportunities for our business and our people. Role & Responsibilities As a Senior Manager Salesforce Development, your focus will be leading & managing a team of salesforce developers, and designing and implementing software solutions. Besides working closely with your colleagues in Bangalore, you will also work closely with Nasdaq teams in other countries. Lead and manage a team of Salesforce developers, promoting innovation and collaboration. Provide technical guidance and support to the development team, ensuring high-quality deliverables. Design, develop, and implement complex Salesforce solutions, including customizations, configurations, and integrations. Collaborate with stakeholders and teams to collect requirements, define solutions, and ensure delivery success. Implement best practices for software development. Stay current with Salesforce technologies and features, driving innovation and improvement. Reviews performance data (financial, sales and activity reports) to supervise and measure efficiency, goal progress and activity levels. Motivates, develops, recruits and retains employees while rewarding and encouraging a culture of high performing teams. Aids employees in the goal setting and performance review processes; performs other talent management and development decisions as needed. Takes accountability for the performance and results of a team within own discipline; plans and implements procedures and systems to maximize operating efficiency. Adapts departmental plans and priorities to address resource and operational challenges. Prioritises and assigns responsibilities for projects and assignments, checking status regularly. Participates in both internal and external projects that are broad in scope and closely tied to the interpersonal strategy. Provides technical mentorship to employees, colleagues and/or customers. Evaluates current business processes and systems and formulates department/unit policies and practices. We expect you to have: (Minimum Qualifications) 8-12years of experience in Salesforce development, including Apex, Visualforce, Lightning components, and other technologies. Experience in leading and handling a development team (5-25 members). Solid understanding of the Salesforce platform architecture, capabilities, and standard methodologies. Superb communication, interpersonal, and leadership skills It would be great if you (Preferred Qualifications) Release Management & DevOps: Understanding release management, source control, and deployment concepts, including Salesforce DevOps tools, is meaningful. Understanding Business Processes: A proven understanding of business processes and how Salesforce can optimize them is important. Strategic Thinking: Identifying and mitigating technical design risks is part of this skill. Code Quality & Best Practices: This includes ensuring consistency to coding standards and security best practices, conducting code reviews, implementing CI/CD pipelines, and optimizing performance. Mentorship and Development: Key aspects are leading and mentoring developers, fostering continuous improvement, and developing team members. Does it sound like you? As the selection process is ongoing, please submit your application in English as soon as possible. We will get back to you in 2-3 weeks. Come as you are Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information or any other status protected by applicable law. Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information, and public company services. As the creator of the worlds first electronic stock market, its technology powers more than 100 marketplaces in 50 countries. Nasdaq is home to over 4,000 total listings with a market value of approximately $12 trillion. To learn more, about our business visit business.nasdaq.com. Check out more about our Life at Nasdaq Education Required: Degree qualified in a discipline related to Computer Science, Information Systems, or equivalent work experience. Would typically have, or be studying, a second degree or masters in a more specialized area, such as financial markets, finance, or mathematics related. Special Qualifications: Will hold further qualifications/certifications across a number of specialist disciplines relevant to role.
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
Greater Noida
Work from Office
We are looking for Creative Content Writer for our corporate office: Responsible for writing content for financial products for our organization. Content for blog posting Content for Digital marketing Content for various other promotional activity. Researching industry-related topics (combining online sources, interviews and studies) Writing clear marketing copy to promote our products/services. Creative writing for research, taglines etc.
Posted 3 weeks ago
0.0 - 1.0 years
2 - 2 Lacs
Greater Noida
Work from Office
Role & responsibilities To handle trades of clients in professional manner. To guide the clients in regards to their investment. Responsible to adhere compliances while trading. Proficient trade confirmation after trading. To inform and retain existing clients. Preferred candidate profile Candidate must be graduate , B.Com/BBA-Finance preferable. NISM Series 8: Equity Derivatives must be cleared. Immediate joiner. Fresher or candidate with one year of experience
Posted 3 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Vadodara
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Relationship Manager ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.unnati@gmail.com if you are interested in the mentioned Job Role. you can also call on 9506943818 .
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
Noida
Work from Office
We are looking for Creative Content Writer for our corporate office: Responsible for writing content for financial products for our organization. Content for blog posting Content for Digital marketing Content for various other promotional activity. Researching industry-related topics (combining online sources, interviews and studies) Writing clear marketing copy to promote our products/services. Creative writing for research, taglines etc.
Posted 3 weeks ago
0.0 - 1.0 years
2 - 2 Lacs
Noida
Work from Office
Role & responsibilities To handle trades of clients in professional manner. To guide the clients in regards to their investment. Responsible to adhere compliances while trading. Proficient trade confirmation after trading. To inform and retain existing clients. Preferred candidate profile Candidate must be graduate , B.Com/BBA-Finance preferable. NISM Series 8: Equity Derivatives must be cleared. Immediate joiner. Fresher or candidate with one year of experience
Posted 3 weeks ago
2.0 - 7.0 years
2 - 6 Lacs
Ludhiana, Chandigarh, Jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + other benefit Job description 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 3 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
Panaji, Mumbai, Indore
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 3 weeks ago
10.0 - 20.0 years
14 - 22 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Only from Banking or Financial Services, dealing with HNI client for Wealth and Liability products. CTC up to 23Lacs Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |
Posted 3 weeks ago
3.0 - 7.0 years
0 - 0 Lacs
bangalore, mangalore, kochi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- B2B- Franchise Acquisition Role- Cluster Manager CTC- upto- 6 LPA + incentive + Other benefit Job Role Responsible to manage a team of City Managers/KAM and drive client acquisition target primarily through the sales of equity based investment products through Channel partners. Responsible for team KRAs and revenue generation in terms of brokerage through the team. Develop and maintain a long-term relationship with Channel partner. Provide regular updates to the immediate superior/channel heads as and when required. Skills Graduate / Post graduate with overall experience of 3- 4yrs, with 1-2 yrs experience in a team handling role Should have good communication, quick learner with people management skills Should be a result oriented, self starter, proactive, strong motivator, collaborative, focused on team cohesion, dynamics & constantly improve quality of performance Should possess strong networking & relationship building skills ossess strong networking & relationship building skills Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Posted 3 weeks ago
1.0 - 4.0 years
0 - 0 Lacs
kolkata, cuttack, ranchi
On-site
Dear Candidate, Greetings of the day!!! About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective. Execute the orders on behalf of clients by doing pre-trade post-trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in client by converting leads. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768
Posted 3 weeks ago
1.0 - 5.0 years
0 Lacs
noida, uttar pradesh
On-site
As an Equity Dealer, your primary responsibility will be to execute buy/sell orders for clients based on their investment strategies. You will need to closely monitor market trends, analyze stocks, and provide recommendations to clients. Collaboration with the sales team is essential for generating new leads and retaining existing clients. Keeping accurate records of all transactions and promptly communicating any significant developments to clients are crucial aspects of this role. It is important to stay updated with regulatory requirements and compliance standards to ensure adherence. The ideal candidate for this position should preferably possess an NISM 8 (Equity Derivative) certification. A strong knowledge of equity derivatives, stock market, share market, stock broking, equity advisory, finance, and fundamental analysis is required. The ability to work effectively under pressure, manage multiple tasks simultaneously, and demonstrate excellent communication skills both verbally and in writing is essential. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is also desired. This is a full-time position with benefits including Provident Fund. The job requires working day shifts with at least 1 year of experience in equity dealing. The work location is in person.,
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Thane
Work from Office
About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Manesar
Work from Office
About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Panvel
Work from Office
About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Kharghar
Work from Office
About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Mumbai Suburban
Work from Office
About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Pune
Work from Office
We are conducting virtual interviews for Finance Analyst role. Details are as mentioned below- Role- Finance Analyst Job Details: Shift- US/UK/APAC 1 Year Training Agreement Mode- Work from Office Work Location- Airoli (Mumbai) About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Ghaziabad
Work from Office
We are conducting virtual interviews for Finance Analyst role. Details are as mentioned below- Role- Finance Analyst Job Details: Shift- US/UK/APAC 1 Year Training Agreement Mode- Work from Office Work Location- Airoli (Mumbai) About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Hyderabad
Work from Office
We are conducting virtual interviews for Finance Analyst role. Details are as mentioned below- Role- Finance Analyst Job Details: Shift- US/UK/APAC 1 Year Training Agreement Mode- Work from Office Work Location- Airoli (Mumbai) About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 2 Lacs
Bengaluru
Work from Office
We are conducting virtual interviews for Finance Analyst role. Details are as mentioned below- Role- Finance Analyst Job Details: Shift- US/UK/APAC 1 Year Training Agreement Mode- Work from Office Work Location- Airoli (Mumbai) About the Job- The KYC Lifecycle Team performs detailed KYC checks on new and existing clients to fulfil KYC & AML regulatory requirements in multiple jurisdictions, allowing our clients to engage in a risk compliant manner. This role will include the understanding of KYC lifecycle and manage complete KYC process. In this role you will be liaising with our clients, front and middle office staff to obtain KYC documentation of existing customers as part of reviews, interfacing with internal stakeholders on any KYC lifecycle related queries and conducting research clients to obtain KYC data from public sources. You will also be screening entity names against sanctions, adverse news and politically exposed person, provide disposition and escalate due diligence findings to Financial Crimes Compliance. Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build enhance controls to prevent future escalations Participate in Middle Office group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Knowledge Required- Investment Banking, Capital Market, Derivatives, Trade life cycle, Financial Products & tools, Global KYC Eligibility Criteria- Finance knowledge is mandatory Good English communication 0-10 days of notice period Graduation must be complete (Any stream) UG/PG pursuing candidates are not eligible. 4 interview rounds- Group Discussion/ HR Round/ Aptitude Test/ Technical Round Please note Group Discussion and the HR round will be conducted on the same day.
Posted 3 weeks ago
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