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0.0 - 4.0 years
0 Lacs
chennai, tamil nadu
On-site
You will have the opportunity to learn about investment and insurance in this role. Your responsibilities will include conducting research on stocks, mutual funds, and bonds, as well as working on developing strategies for personal financing. Lokesh Trading Services Limited is a sub-broker company that offers various trading-related services. As part of your role, you will be involved in managing accounts by monitoring investments, adjusting portfolios, and ensuring regulatory compliance. You will also be responsible for providing clients with information by maintaining transaction records and keeping them updated on their investment status. Furthermore, you will educate clients on investmen...
Posted 2 months ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
As a Financial Products, Insurance, and Banking Operations Specialist at our Goregaon West location, you will be responsible for managing a wide range of financial products and insurance services. Your primary duties will include handling account opening processes, transactions, and record maintenance for mutual funds and stocks. You will also be required to prepare and submit new applications for fixed deposits, bonds, and loans while ensuring compliance with regulatory requirements. In terms of banking operations, you will manage tasks such as deposits, withdrawals, and account reconciliations. Additionally, maintaining accurate records of commission statements and ensuring proper reconcil...
Posted 2 months ago
0.0 - 4.0 years
0 Lacs
haryana
On-site
As the Content Creator for stocks, investing, and market trends, your main responsibilities will involve hosting market updates, explainers, and stock market videos. You will simplify equity research and trading insights to cater to a wider audience. Additionally, you will play a vital role in growing our YouTube channel by managing basic channel operations such as thumbnails, tags, and analytics. Collaboration with the Senior analyst to transform research into engaging content will also be a key aspect of your role. Exploring various content formats like reels, infographics, and podcasts to enhance our reach and engagement will be a part of your creative endeavors. To excel in this role, yo...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
You will be responsible for meeting Sales & Development targets through effective implementation of area sales plans. This includes developing Sales forecast for all categories, creating channel sales strategy, and defining allocation of sales targets to different territories. Your role will involve planning and achieving distribution expansion, managing stocks and logistics, and ensuring distributor claims are settled on time. You will need to implement sales strategy based on market analysis and internal data to achieve targets. Furthermore, you will be required to develop a distribution strategy in line with the changing channel mix, track availability and performance of manpower at Distr...
Posted 2 months ago
8.0 - 13.0 years
10 - 14 Lacs
Chennai, Tamil Nadu, India
On-site
Role & responsibilities Overall In charge for the optimum operation of the assigned branch viz. sales, accounts, stocks etc. In charge for the sales from the retail and project segment for the assigned area. Achieve monthly / yearly targets set by the management for all products under LIPL. Coordinate the sale proceeding for optimum service levels. Collection of payments. In charge for the sales from the retail and project segment for the assigned area. Achieve monthly / yearly targets set by the management for all products Coordinate the sale proceeding for optimum service levels. Motivate the team members of the branch and ensure that they work on peak performance. To conduct regular mason...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
pune, maharashtra
On-site
The job involves meeting Sales and Development targets through effective implementation of area sales plans, developing sales forecast based on trends, and devising channel sales strategy in consultation with the Manager. You will be responsible for defining sales targets allocation to different territories, planning distribution expansion, and ensuring timely settlement of distributor claims. Analyzing market data and internal insights to implement sales strategies and achieve targets will be a crucial aspect of the role. Developing distribution strategies in line with changing channel mix and tracking manpower availability at distribution centers are essential responsibilities. Additionall...
Posted 3 months ago
1.0 - 5.0 years
0 Lacs
pune, maharashtra
On-site
As a full-time Accountant at FIS, you will play a crucial role in ensuring the accurate delivery of accounting/investment related services for strategic clients. Your responsibilities will include transaction posting, asset and cash reconciliation, report generation, and resolving outstanding queries for the assigned client database. You will serve as the primary processing agent and maintain a positive and consistent relationship with clients to support problem resolution and ensure client retention. Working within the Investments BPaaS team, you will provide accounting and reconciliation services for Insurance companies in compliance with NAIC regulations. This will involve transaction pos...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
jodhpur, rajasthan
On-site
The role involves meeting Sales & Development targets through effective implementation of area sales plans. This includes developing sales forecasts, channel sales strategies, and allocation of sales targets to territories. The job also requires planning distribution expansion, stocks and logistics planning, and ensuring timely settlement of distributor claims. It is essential to implement sales strategies based on market analysis and develop distribution strategies in line with changing channel mix. Monitoring manpower availability and performance, executing distributor MIS packages, and building trust with Modern Trade and Company are key responsibilities. Collaboration with Regional Trade...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
navi mumbai, maharashtra
On-site
The Sales Enablement & Learning team at Morningstar's Business Development and Sales group is dedicated to supporting clients in building their businesses and achieving better outcomes for investors. The team focuses on serving various client segments, including advisors, wealth managers, asset managers, institutional investors, and fintechs. As a Program Manager reporting to the Head of Sales Enablement & Learning, you will collaborate with stakeholders across the organization to design, develop, and implement impactful enablement and learning solutions. This role specifically supports the teams involved in customer support for the Direct Platform Product Suite, Data, Retail, and Sustainaly...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
You will be responsible for meeting Sales & Development targets through the effective implementation of area sales plans and strategies. This includes planning and achieving distribution expansion within budget plans and overseeing stocks and logistics planning for the assigned area. You will need to ensure timely settlement of distributor claims by thorough scrutiny and on-field verification, as well as maintaining the agreed Return on Investment (ROI) for the distributors. Analyzing Nielson and internal data of various markets will be crucial in implementing sales strategies to achieve targets. Developing a distribution strategy that aligns with the changing channel mix is essential. Monit...
Posted 3 months ago
6.0 - 11.0 years
5 - 15 Lacs
Bengaluru, Karnataka, India
On-site
About the role - The daily U.S. Stocks report, one of our most-read stories globally, covering moves in the shares of U.S. corporate giants from Apple to General Motors and data or news-driven shifts in New York s S&P, Dow Jones and Nasdaq indexes Reuters flagship Emerging Market reports covering a sweep of currency, bond and stock markets in developing economies across Latin America, Europe, the Middle East and Africa The U.S.-focused stories that make up our popular Stocks Buzz service Quick hit takeouts jumping on major shifts in stock market sentiment and particular shares You will be proactive and tenacious in finding the true explanations for stock moves and feeding story ideas, issues...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
thane, maharashtra
On-site
Market Mantra Chronicles is a leading finance company based in Mumbai and Jalgaon, offering expertise in investments, financial planning, mutual funds, stocks, and insurance solutions tailored to individual financial goals. With a diverse client base spanning major cities in India and globally, we provide personalized strategies to help clients achieve their financial aspirations. Our dedicated team is committed to guiding clients towards financial success. We are currently seeking a full-time Sales Executive for our Thane office in Mumbai. The Sales Executive will play a key role in identifying potential clients, managing client relationships, and driving sales of our financial products, wh...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
aligarh, uttar pradesh
On-site
You will be responsible for meeting sales and development targets through effective implementation of area-specific plans. This includes developing sales forecasts based on category trends and creating channel sales strategies in consultation with the Sales Manager. You will define sales targets for different territories and ensure distribution expansion within budget plans. Additionally, you will be involved in stocks and logistics planning for the area. Your role will also encompass timely settlement of distributor claims, retention of agreed ROI, and implementation of sales strategies to achieve targets by analyzing market data. Developing distribution strategies in line with changing cha...
Posted 3 months ago
0.0 - 4.0 years
0 Lacs
ludhiana, punjab
On-site
Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthus...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
Join our team and become a valued member of a group that prioritizes precision, collaboration, and forward-thinking. Elevate your career as a Reference Data Manager II and contribute to redefining excellence in financial data management. Utilize your analytical skills to interpret price movements in relation to market news and expectations. Collaborate with pricing vendors to resolve discrepancies and minimize risk, driving the production and analysis of valuation movements within client portfolios on a daily and monthly basis. Ensure all tasks and reports are completed with impeccable accuracy and timeliness. As a Reference Data Manager II in the Financial Data Management team, your respons...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
ludhiana, punjab
On-site
The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming ...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
bathinda, punjab
On-site
You will be responsible for meeting Sales & Development targets by effectively implementing area sales plans and developing sales forecasts based on trends. You will work closely with the Manager to develop channel sales strategies for the assigned geography and allocate sales targets to different territories. It is essential to plan and achieve distribution expansion within budget constraints and ensure timely settlement of distributor claims while maintaining agreed ROI. Your role will involve implementing sales strategies to achieve targets through analysis of market data, developing distribution strategies in line with changing channel mix, and tracking availability and performance of ma...
Posted 3 months ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As a Reference Data Manager, you will play a crucial role in ensuring the accuracy of bond prices sourced from third-party providers. Your responsibilities include validating bond prices against market references, analyzing price movements in correlation with market news, and collaborating with pricing vendors to address discrepancies and reduce risk. Additionally, you will be involved in monitoring valuation movements within client portfolios on a daily and monthly basis, contributing to pricing control process enhancements, and participating in various ad-hoc projects. Your daily tasks will involve capturing and validating bond prices, analyzing price shifts in alignment with market news, ...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
jamnagar, gujarat
On-site
You will be responsible for meeting Sales and Development targets by effectively implementing area sales plans. This includes developing sales forecasts for all categories based on trends and defining allocation of sales targets to different territories. You will work closely with the Manager to develop channel sales strategies and ensure distribution expansion according to budget plans. Additionally, you will be involved in stocks and logistics planning for the area, ensuring distributor claims are settled on time, and retaining agreed ROI for distributors. To achieve sales targets, you will need to analyze Nielson and internal data of various markets to implement sales strategies effective...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
jabalpur, madhya pradesh
On-site
You will be responsible for meeting Sales and Development (S&D) targets through effective implementation of area sales plans. This includes developing sales forecasts for all categories based on trends and creating a channel sales strategy for the assigned geography in consultation with the Manager. You will work on defining the allocation of sales targets to different territories based on a clear understanding of market growth and category growth. Additionally, you will be involved in planning and achieving distribution expansion as per budget plans, as well as managing stocks and logistics for the area. Ensuring timely settlement of distributor claims through proper scrutiny and on-field v...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
Join our team and become a valued member who appreciates precision, collaboration, and forward-thinking. Elevate your career as a Reference Data Manager II and contribute to redefining excellence in financial data management. Utilize your analytical skills to interpret price movements in correlation with market news and expectations. Collaborate with pricing vendors to address discrepancies and mitigate risks. Your expertise will drive the production and analysis of valuation movements within client portfolios on a daily and monthly basis, ensuring all tasks and reports are executed with utmost accuracy and timeliness. As a Reference Data Manager II in the Financial Data Management team, you...
Posted 3 months ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As a Reference Data Manager, you will play a crucial role in overseeing and validating bond prices sourced from third-party providers. Your primary responsibility will be to ensure the accuracy of these prices by comparing them against various market references. By analyzing price movements in response to market news, you will collaborate with pricing vendors to address discrepancies and mitigate potential risks. Additionally, you will be tasked with generating and analyzing valuation changes within client portfolios on a daily and monthly basis. Your involvement in the pricing control process development and participation in ad-hoc projects will be essential to the team's success. Your day-...
Posted 3 months ago
2.0 - 5.0 years
3 - 7 Lacs
Bengaluru, Karnataka, India
On-site
Key Responsibilities: Process manual bookings for Stocks, Bonds, IPOs, and Ad-hoc margin lending Monitor and resolve trade exceptions , suspense accounts , and error reports Execute daily run sheets , morning reports , and end-of-day reconciliations Liaise with Offshore Financial Advisers , Operations , and Risk teams as required Maintain system accuracy across internal systems and exchange-related vendor systems ( IRESS / OMGEO / CTM ) Handle Corporate Action Reporting Manage monthly processing for Financial Advisor Fees into the system Ensure compliance with internal controls and escalation protocols Key Competencies / Skills: High accuracy in data entry and validation Strong analytical sk...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
ludhiana, punjab
On-site
You will be responsible for meeting Sales & Development targets through the effective implementation of area sales and development plans. Your role will involve planning and achieving distribution expansion according to budget plans, as well as managing stocks and logistics for the area. It will be crucial to ensure that distributor claims are settled on time through proper scrutiny and on-field verification, while also maintaining agreed ROI for the distributors. To achieve sales targets, you will need to analyze Nielson and internal data from various markets and implement sales strategies accordingly. Developing a distribution strategy in alignment with the changing channel mix will be ess...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
ludhiana, punjab
On-site
You will be responsible for meeting Sales & Development targets by effectively implementing area sales and development plans. You will need to plan and achieve distribution expansion according to budget plans, as well as handle stocks and logistics planning for the area. It will be your duty to ensure distributor claims are settled on time through proper scrutiny and on-field verification and to maintain the agreed ROI for the distributors. Analyzing Nielsen and internal data from various markets, you will be expected to implement sales strategies to achieve targets. Developing a distribution strategy in line with the changing channel mix will also be part of your role. Monitoring the availa...
Posted 3 months ago
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