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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 manpower at distribution points. You will also execute and monitor distribution expansion plans, distributor MIS packages, and compliance timelines. Building trust and relationships with Modern Trade and Company stakeholders is crucial, and you will collaborate with Regional Trade Marketing/Key Account teams to manage schemes, promotions, and contests effectively. Your responsibilities will also include executing specific promotions in Key Accounts, planning new product launches based on category understanding and distribution objectives. The ideal candidate must be a Graduate (MBA preferred) with 3-5 years of experience in General Trade specifically from the FMCG industry. Proficiency in MS Excel and the ability to interpret data are essential skills required for this role.,

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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, and coordinating with pricing vendors to mitigate risks. You will also be responsible for overseeing system operations, producing pricing and market impact summaries, and maintaining reports on index rebalances. Your role will require you to complete all assigned tasks accurately and on time, address client inquiries professionally, and escalate issues to your supervisor promptly. The ideal candidate for this position should possess at least 10 years of experience in Fixed Income roles, with a background in team management. A solid understanding of stocks, bonds, options, and financial markets is essential, along with advanced proficiency in MS Excel, including pivot tables and v-lookups. Preferred qualifications include knowledge of industry activities such as corporate actions and index benchmarking, experience with pricing vendors like Bloomberg and Reuters, strong analytical and problem-solving skills, and the ability to work both independently and collaboratively within a team environment.,

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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 effectively. You will also develop a distribution strategy in line with the changing channel mix and track the availability and performance of manpower at Distribution Centers. Moreover, you will execute distributor MIS packages and ensure compliance from distributors within agreed timelines. Building trust and relationships with Modern Trade and Company stakeholders is crucial. You will work closely with Regional Trade Marketing and Key Account teams to manage schemes, promotions, and contests. Specific responsibilities also include executing promotions like exhibitions, sampling, and in-store activities in Key Accounts. As a suitable candidate for this role, you must be a graduate with a preference for an MBA degree. You should have 3-5 years of experience in General Trade within the FMCG industry. Proficiency in MS Excel and the ability to read and understand data are essential skills for this position.,

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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 verification is also a key aspect of the role. You will work towards retaining agreed Return on Investment (ROI) for distributors and implementing sales strategies to achieve targets by analyzing Nielsen and internal market data. Furthermore, you will develop a distribution strategy aligned with the changing channel mix, track manpower availability at Distribution Branches (DBs) as per plan, monitor their performance, and report any deviations to the Manager. Executing and monitoring distribution expansion by class of towns, type of outlets, and category as per the plan is crucial, with corrective actions taken where necessary. You will also be responsible for executing distributor Management Information System (MIS) packages, ensuring compliance from distributors within agreed timelines. Building trust and relationships with Modern Trade and Company by providing timely solutions to any raised issues is essential. Working closely with Regional Trade Marketing/Key Account teams to manage schemes, promotions, and contests for brand promotion is also part of the role. Other responsibilities include executing specific promotions such as exhibitions, sampling, and in-store activities in Key Accounts, as well as planning for new product launches based on channel and distribution objectives. Desired Candidate Profile: - Education: Graduate (MBA preferred) - Experience: 3-5 years in General Trade from the FMCG industry - Good understanding of MS Excel and ability to read and interpret data.,

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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 will play a vital role in the daily management and validation of bond prices sourced from third-party entities. Your responsibilities include ensuring the accuracy of bond prices against various market references, analyzing price movements in alignment with market news and expectations, and working closely with pricing vendors to rectify discrepancies and minimize risks. You will be tasked with generating and analyzing valuation movements within client portfolios on a daily and monthly basis, ensuring that all tasks and reports are completed accurately and within specified deadlines. Additionally, you will actively contribute to enhancing the pricing control process and engage in ad-hoc project work as assigned. **Job Responsibilities:** - Perform daily third-party price capture and validation of bond prices against multiple market sources - Analyze price movements based on market news and expectations - Collaborate with pricing vendors to address issues and minimize risks - Monitor systems for job success and troubleshoot issues with technology teams - Prepare and distribute daily pricing and market impact summaries along with relevant market news - Compile and maintain month-end Index rebalance and composition reports by gathering data on new bond issuance and auction/buy-back activities - Generate and analyze valuation movements within client portfolios on a daily and monthly basis - Complete daily, monthly, and ad-hoc tasks and reporting accurately and within deadlines - Address client queries promptly and professionally - Participate in and present at client monthly meetings - Escalate issues effectively to the supervisor - Contribute to the development of the pricing control process and engage in ad-hoc project work as directed **Required Qualifications, Skills, and Capabilities:** - Over 5 years of experience in Fixed Income related roles - Previous experience in team management - Understanding and interest in stocks, bonds, options, financial markets, and products - Knowledge of industry activities, especially corporate actions, index benchmarking, stock markets, and fixed income products - Familiarity with pricing vendors such as Bloomberg and Reuters - Proficiency in MS Excel, including pivot tables and v-look ups - Strong numerical skills with a mathematical mindset - Excellent analytical and problem-solving abilities with keen attention to detail - Self-motivated and proactive with the ability to work accurately under pressure to meet deadlines - Effective communication skills within a team environment and across departments **Preferred Qualifications, Skills, and Capabilities:** - Ability to work independently and multitask,

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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-to-day tasks will include capturing and validating bond prices from external sources, monitoring price fluctuations in line with market developments, and communicating with pricing vendors to address any issues promptly. You will also be responsible for producing daily pricing and market impact summaries, as well as maintaining reports on index rebalances and compositions at month-end. Your ability to complete all assigned tasks accurately and in a timely manner, resolve client queries efficiently, and escalate issues to your supervisor as needed will be critical to maintaining operational excellence. To excel in this role, you should possess a minimum of 10 years of experience in Fixed Income roles, along with a track record of team management. A solid understanding of financial instruments such as stocks, bonds, and options, as well as familiarity with financial markets, will be advantageous. Proficiency in advanced MS Excel functions, including pivot tables and v-lookups, is essential for effective data analysis and reporting. Preferred qualifications for this role include knowledge of industry practices related to corporate actions and index benchmarking, experience working with pricing vendors like Bloomberg and Reuters, and strong analytical skills with a keen attention to detail. The ability to work independently, manage multiple tasks simultaneously, and communicate effectively within a team setting will be key to your success as a Reference Data Manager.,

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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 skills and ability to resolve booking errors Experience in wealth management operations , corporate action , or trade support is a plus Strong attention to detail and ability to follow complex procedures Ability to work under pressure and meet deadlines Capable of task prioritization during high-volume periods (e.g., month-end, trade cut-offs) Understanding of compliance and regulatory requirements Personal Attributes / Interpersonal Skills: Ability to thrive in a fast-paced environment with 23 years of relevant experience Strong attention to detail and follow-through capability Proven ability to build strong working relationships across operations and business units Highly motivated , a team player , with a solution-oriented mindset Excellent organizational skills for timely query resolution Expected to behave in a manner that upholds Morgan Stanley's values and ethos Ensure compliance with all Morgan Stanley policies and procedures Qualifications: Bachelor's degree in Finance , Business , or a related field 24 years of relevant experience in financial operations or trade processing

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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 essential. Monitoring the availability and performance of manpower at Distribution Centers as per plan, and highlighting any deviations to the Regional Sales Manager, will also be part of your responsibilities. You will be required to execute and track distribution expansion by different parameters such as class of towns, type of OLs, and category, and take corrective actions when necessary. Implementing distributor MIS packages and ensuring compliance with timelines will be crucial. Planning for new product launches based on channel requirements and understanding category and distribution objectives will also be a key aspect of your role. In addition to the above duties, you should have experience in managing field sales teams, sales associates, and merchandisers. Proficiency in promotional planning, budgeting, and trade management will be necessary for this role. Furthermore, executing merchandising strategies by channels and categories, and ensuring shelf share greater than the market for Tier 1 SKUs, will be part of your responsibilities. You will also need to ensure that targeted productivity norms for channels and categories are met effectively. Overall, your experience in handling sales teams and promotional activities, along with your ability to manage trade effectively, will be essential for success in this role.,

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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 availability and performance of manpower at DBs as per plan and highlighting deviations to the Regional Sales Manager will be crucial. You will need to execute and track distribution expansion by class of towns, type of OLs, and category as per plan, taking corrective action where necessary. Additionally, executing distributor MIS packages and ensuring compliance from distributors within agreed timelines will be essential. Planning for new product launches by channel based on a thorough understanding of category and distribution objectives will also fall under your responsibilities. Executing a merchandising strategy by channels or by category and ensuring shelf share greater than the market for Tier 1 SKUs will be expected. Meeting targeted productivity norms for channels and by category is also a key requirement. The ideal candidate should have good experience in handling field sales teams, sales associates, and merchandisers. Additionally, experience in promotional planning, budgeting, and managing trade will be beneficial for this role.,

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2.0 - 6.0 years

0 Lacs

karnataka

On-site

As a Sales Executive, your primary responsibility will be to drive new business and revenue growth by effectively selling solutions and services to customers using various communication channels such as phone and email. Key duties will include developing and nurturing strong customer relationships, identifying customer needs, and offering appropriate solutions, as well as negotiating and closing sales deals. It will be crucial to meet or exceed monthly and quarterly sales targets to ensure business success. In this role, you will also need to stay informed about the latest trends and developments in the IT market to provide relevant solutions to customers. Collaborating with other teams to guarantee customer satisfaction and maintaining accurate records of customer interactions in a CRM system will be essential tasks as well. The ideal candidate for this position will possess excellent communication skills in both Hindi and English, along with a sound technical understanding of IT services. A successful track record in achieving sales targets, a bachelor's degree in a related field, and prior experience in IT services are highly desirable. A customer-centric approach and the ability to work well in a team will be key to excelling in this role. This is a full-time position that requires in-person work at the designated location.,

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1.0 - 5.0 years

0 Lacs

delhi

On-site

The job is for an Assistant at Vivek Financial Focus Limited located in Janakpuri. The salary will be as per industry norms. The ideal candidate should have workable knowledge of MS Office applications such as Word, Excel, and Powerpoint. It is important to have the ability to work effectively in a team and coordinate well to deliver results. Basic understanding of accounting and financial markets like Stocks and Mutual funds is required for this role. Desired Candidate Profile: - Number of Vacancies: 2 Company Profile: - Industry: Stock Broking Keyskills required: - Workable knowledge of MS Office (Word, Excel, Powerpoint) - Ability to work in a team and coordinate to deliver results - Basic understanding of accounting, financial markets like Stocks, Mutual funds etc. For further details, please contact: Contact Person: Ashish,

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5.0 - 8.0 years

2 - 3 Lacs

Thane, Bhiwandi, Mumbai (All Areas)

Work from Office

Good exp in assisting & managing reasonable size Warehouse.Must have handled & managed inventory of more than 100 different types of Products.well versed with best warehouse management practices.exp of managing warehouse for FMCG background . Required Candidate profile Planning & Processing orders .Liaising with transport companies, suppliers /clients. Handling logistics & coordination with Sales team and Delhi Office.Exp in supply chain & managing inventory .

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3.0 - 7.0 years

4 - 5 Lacs

Chengalpattu, Chennai

Work from Office

Focus on CUSTOMER DEMAND ANALYSIS, DEMAND PLANNING, DEMAND FORECASTING, INVENTORY MGMT, SUPPLIER COORDINATION, OPTIMIZING INVENTORY LEVEL @ WAREHOUSE, CONTRACTS NEGOTIATION, PPC COORDINATION, VOLUME ASSESSMENT, INVENTORY RISK MGMT, RM, LOGISTICS etc Required Candidate profile DIP/BE 3+yrs exp with AUTO/ ENGG unit into Material Planning handling DEMAND PLANNING, INVENTORY MGMT, SUPPLIER COORDINATION, PPC COORDINATION, LOGISTICS, STOCKS MGMT etc Strong Sheet Metal exp prefer Perks and benefits Excellent Perks. Send CV to adonis@adonisstaff.in

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3.0 - 7.0 years

8 - 12 Lacs

Bengaluru

Hybrid

Are you passionate about supply chain processes and optimizing operations? Do you have experience in sales order management and a strong understanding of SAP ERP systems? If so, we have the perfect opportunity for you! Join us as a Sales Order Management Specialist and be part of a team that drives standardization, optimization, and digitalization in a global organisation. Read more and apply today for a life-changing career. Apply Now! The Position As a Senior Professional B1- Sales Order Management Specialist, you will play a pivotal role in ensuring smooth operations within your assigned region. Your key responsibilities will include: Ensure timely and high-quality execution of activities, support deliverables for US affiliates, and maintain comprehensive logs to track process changes and improvements. They can articulate handoffs and dependencies across sales, credit management, master data, warehousing, and transportation, lead cross-functional meetings to resolve complex order fulfillment issues, Handling escalations, managing key stakeholder relationships, and defining corrective and preventive actions for errors. Supporting order execution through coordination with relevant stakeholders and applying supply chain knowledge across sales orders, stock-outs, inventory planning, and transportation. Driving process standardization across teams by identifying and eliminating inefficiencies, using data to resolve order management bottlenecks, and implementing cost, speed, and quality improvements. Qualifications We are looking for a highly motivated and skilled professional with the following qualifications: Bachelor of Commerce (or equivalent). Possesses an overall experience of 5-7 years, including 5 years of relevant expertise in Sales Order Management within large-scale organizations. A deep and practical knowledge of SAPs Sales and Distribution (SD)or S/4 Hana module is non-negotiable. Strong knowledge of SIOP (Sales, Inventory, and Operations Planning), order execution, and stakeholder coordination. Brings a solid understanding of key supply chain concepts including sales orders, stock-outs, inventory planning, and transportation. Advanced proficiency in Microsoft Advanced Excel and PowerPoint. Proficient in processing debit and credit notes, as well as handling stocks, scrapping, and returns management in accordance with organizational policies and financial controls. Strong oral and written communication. Demonstrates the ability to work independently with minimal supervision, a strong willingness to learn new skills, and the motivation and flexibility to thrive in a fast-paced, dynamic environment.

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0.0 - 4.0 years

4 - 7 Lacs

Mumbai

Work from Office

Greetings from HR Central!!! We do have an Urgent hiring for One of the Leading Investment Company for Quant Developer for Mumbai Location.(Work From Office) JD: Quant Developer We are working on expanding our working into algorithmic trading too and moving trading strategies in house. As the quant Developer, you will get overall backend experience and work on designing the infrastructure for trade execution as well as the backtesting engine and designing of the strategies. Looking for an Immediate joiner or Maximum15-30 Days Notice Period. Python Backtesting experience in similar environment is a must. Good in Maths Roles and Responsibilities: - We are seeking a highly skilled and motivated developer to join our team. The ideal candidate will have experience in backtesting of trading strategies, experience with the markets, and be able to handle a variety of tasks in a sequential manner. - Designing, quant modeling, code implementation, testing, liasoning with the exchanges and support for execution algorithms - Create and manage the Infrastructure and latency optimizations Requirements: - Relevant experience in either Quantitative Research / Strategy / Trading software development • Algorithmic Trading Developer - 6 Months to 3 years of experience - Graduate/ Post-Graduate Degree in Computer Science/Information • Technology/Finance/Statistics or equivalent - Strong programming skills in languages such as Python, Matlab or R or similar languages. Skills - Proven history of trading strategy development will be a positive - Highly driven and motivated; eager to learn - Ability to work in competitive and fast paced environment - Entrepreneurial mind-set, strong work ethic and hard working - Comfortable with explaining complicated models to a wide audience If interested, please share cv to anisha@hr-central.in or call me @ +91-95620-44988

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2.0 - 3.0 years

4 - 5 Lacs

Hyderabad, Kakinada

Work from Office

oversees and executes audits within a manufacturing environment, focusing on commercial & operational processes teams, plan and conduct audits, analyze findings & provide recommendations for improvement, ensuring compliance & operational efficiency.

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2.0 - 5.0 years

4 - 8 Lacs

Mumbai, Hyderabad, Bengaluru

Work from Office

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Location- Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata,Pune, Udaipur, Jodhpur, Jaipur, Ahmedabad, GOA, Delhi, Vadodra Surat. Exp.-Minimum 2 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS

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4.0 - 9.0 years

15 - 30 Lacs

Mumbai, Gurugram, Delhi / NCR

Hybrid

We are seeking a Senior Financial Data Analyst to collaborate closely with vendors, internal teams, and clients to provide high-quality data solutions, address inquiries, and resolve issues efficiently. The role requires a strong understanding of financial instruments, market risk, and portfolio management, along with scripting experience in SQL and Python for data processing and automation. This project focuses on managing vendor data configuration for new and existing clients while supporting the rollout of new financial indices across multiple asset classes. It involves acquiring, mapping, normalizing, and automating financial data processes to ensure seamless integration with internal systems. By leveraging analytical skills and effective communication, this project aims to enhance risk analytics capabilities and ensure data accuracy for investment decision-making. This role requires on-site presence in the office 2-3 days per week . Responsibilities: Own day-to-day vendor data configuration requirements of new and existing clients. Contribute to all aspects of rolling out multiple concurrent new indices, across various assets and strategies. This includes vendor data acquisition, data mapping and normalization, process testing and automation, and quality control. Provide high-quality client services externally and internally. Address inquiries and resolve problems from external clients and internal partners. Understand risk analytics of fixed income, equity, and alternative products. Analyze index methodologies, collaborate with vendors, and build custom solutions for the business. Qualifications 6+ years of shown experience, preferably in financial services. Experience in Python and SQL. Strong experience managing and implementing complex solutions. Strong understanding of financial instruments, market risk, and portfolio management. Experience working with large financial datasets and databases. Financial background with experience in investment banking, asset management, or financial services. Excellent analytical and problem-solving skills. Strong communication and teamwork abilities. Excellent verbal and written communication skills combined with an ability to connect across different functions and levels to convey complex concepts simply and clearly. We offer: Culture of Relentless Performance : join an unstoppable technology development team with a 99% project success rate and more than 30% year-over-year revenue growth. Competitive Pay and Benefits : enjoy a comprehensive compensation and benefits package, including health insurance, language courses, and a relocation program. Work From Anywhere Culture : make the most of the flexibility that comes with remote work. Growth Mindset : reap the benefits of a range of professional development opportunities, including certification programs, mentorship and talent investment programs, internal mobility and internship opportunities. Global Impact : collaborate on impactful projects for top global clients and shape the future of industries. Welcoming Multicultural Environment : be a part of a dynamic, global team and thrive in an inclusive and supportive work environment with open communication and regular team-building company social events. Social Sustainability Values : join our sustainable business practices focused on five pillars, including IT education, community empowerment, fair operating practices, environmental sustainability, and gender equality. * Miratech is an equal opportunity employer and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law.

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1.0 - 5.0 years

4 - 7 Lacs

Noida, Greater Noida

Hybrid

Job Title: Financial Advisory and Contact Centre Specialist Location: Noida Department: Wealth Management / Client Services Job Type: Hybrid Key Responsibilities: Client Advisory Support: Assist financial advisors with preparation of client reviews, financial plans, and investment presentations Conduct preliminary research on financial products, market trends, and portfolio allocations Help with data entry and management in CRM and portfolio management systems Track follow-ups, advisor notes, and client milestones to ensure proactive service Client Contact & Support: Serve as a first point of contact for clients via phone, email, and chatresolving inquiries or routing to appropriate team members Support new client onboarding and documentation (KYC, risk assessments, compliance forms) Provide updates on account status, transaction processing, and general service inquiries Maintain a warm, professional, and responsive communication style to enhance client experience Required Qualifications Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance) Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) Graduation in any discipline (Financial BG preferred) Good communication skills Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Must have an eye to detail with high accuracy levels. Walk-in drive at company location. Contact Kamakshi (9870164156) if interested.

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4.0 - 9.0 years

3 - 5 Lacs

Navi Mumbai, Turbhe MIDC

Work from Office

Should have good knowledge of Sales/Purchase Billing billing in Tally Well verse in E-Way billing , E-invoicing Handled coordination with CA Firm for Monthly GST and TDS Returns Managing Bank reconciliation, Stock Reco

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3.0 - 6.0 years

2 - 2 Lacs

thane, bhiwandi, mumbai (all areas)

Work from Office

Good exp in assisting & managing reasonable size Warehouse.Must have handled & managed inventory of more than 100 different types of Products.well versed with best warehouse management practices.exp of managing warehouse for FMCG background . Required Candidate profile Planning & Processing orders .Liaising with transport companies, suppliers /clients. Handling logistics & coordination with Sales team and Delhi Office.Exp in supply chain & managing inventory .

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2.0 - 7.0 years

2 - 7 Lacs

hyderabad

Work from Office

Dear applicant, Hiring for Performance reporting SPE/ SME Years of exp : 2-8 yrs Level : SPE/ SME Package : SPE : 6lpa SME : 9lpa Location : Hyderabad Qualification : Any Graduate Shift : Us Shift Notice Period : Immediate,15 days Skills :Performance reporting, Financial Markets, private equity, Mutual funds, Stocks Essential Skills / Personality Traits: Good communication - written and verbal Completing work with minimal supervision Attention to detail Strong Basic MS Excel Domain Expertise: Sound knowledge of Financial markets Basic Knowledge of Stocks/Private Equity/Mutual funds desirable Knowledge in Performance Reporting/Calculation of Metrics specific to Private Equity Investment banking with advance Excel experience Financial reporting is also suitable Operational Responsibilities: Adherence to internal/external turnaround times Team working skills Daily/Weekly/Monthly/Quarterly need based reporting Flexible in working hours due to criticality of function Interested candidates contact HR Hema@9136535233/ hemavathi@careerguideline.com

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