275 Structured Products Jobs - Page 10

Relationship Manager - Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Derivia Intelligence Limited is the worlds leading provider of critical data and market intelligence for derivatives and complex financial instruments, including structured products, futures and options For over 25 years, our flagship businesses have been providing these specialised sectors with an unrivalled combination of incisive and timely data, analysis and events, Derivia Intelligence Limited is currently a unit of Delinian, a portfolio company of highly specialised global businesses, focused on critical insights into a broad range of markets Delinian is owned by the PE firm Epiris and the intention is for the Derivia Intelligence Limited business to be sold as a stand-alone business over the next few years, Diversity and belonging matter Our Employee Resource Groups and our working and social environments reflect and thrive on those values Given the importance we place on inclusion and diversity to our success, it is not by chance that Inclusion, Diversity and Well-being is the first of our five ESG focus areas, We believe in equality of opportunity and welcome applications from individuals, regardless of age, ethnicity, disability, gender identity, sex, sexual orientation, socio-economic background, religion and/or belief, or any other classification protected by applicable laws, If you are a person with a disability, please let us know if you need any help with the application or interview process, so we can make reasonable adjustments as best as possible If you would prefer to discuss this in confidence, please emailmeghna vyas@derivia,com JOB PURPOSE Derivia Intelligence is seeking a Sub-Editor to join our growing editorial team in Chennai, India In this role, the ideal candidate will play a crucial part in upholding the highest standards of editorial excellence across our market coverage on structured products and futures and options for Structured Retail Products (SRP) and Futures & Options World (FOW) The Sub-Editor will have exceptional editorial judgment, meticulous attention to detail and a proven ability to edit, fact-check and refine copy for accuracy, clarity and impact, This is a hybrid role, with a mix of remote and in-office work, KEY OBJECTIVES Edit and proofread content to remove spelling and grammatical errors and ensure clarity, consistency and adherence to house style and editorial guidelines, Fact-check and verify sources to maintain accuracy, journalistic integrity, and regulatory compliance, Refine copy to enhance readability, flow, and overall impact, Collaborate with editors and analysts, providing constructive feedback to strengthen content, Publish insights and manage content using the company's content management system (CMS), Monitor market developments and help prioritize market-moving insights under tight deadlines, Contribute to company initiatives and projects as needed, KEY INTERFACES Work closely with the Chief Product Officer to ensure content aligns with product vision and strategic objectives, Collaborate with the editorial team to ensure content accuracy, quality, and consistency through feedback and revisions, Coordinate with the data and research teams to validate data sources, ensuring all information is timely, reliable, and accurate, Maintain consistent communication with internal cross-functional teams to ensure content remains relevant, accurate, and aligned with business goals, Your decisions and suggestions should consider the impact on the other areas of the company and you should be aware of the impacts (both positive and negative) that it may have on those departments, KNOWLEDGE, EXPERIENCE AND SKILLS Minimum three years of experience in financial journalism, business news editing, or related field, Demonstrated understanding of financial markets, instruments, and terminology Knowledge of structured products and futures and options is a plus, Proven editing and proofreading skills with meticulous attention to spelling, grammar, and style, Ability to fact-check and verify sources to ensure accuracy and compliance, Excellent communication skills with the ability to provide constructive feedback and enhance content quality, Strong time management skills to prioritize market-moving insights under tight deadlines, Experience with content management systems (CMS) for publishing and managing stories, Bachelors degree in a related field, ATTRIBUTES Detail-oriented to ensure clarity, consistency, and accuracy across all content, Strong editorial judgment with the ability to refine, fact-check, and enhance market insights, Process-driven to adhere to house style and editorial standards, Resilient and adaptable, balancing multiple edits, deadlines, and shifting priorities, Collaborative and constructive, providing clear feedback to writers and analysts, Self-motivated and capable of working independently while also collaborating seamlessly with colleagues across time zones, Flexible in meeting tight deadlines, including working late-night shifts when required, Intellectually curious and proactive with a keen interest in global market trends and financial developments,

Management and oversight of trading and lending data for Mortgages and Structured Products, including data pipelines and database management, validation, and quality control Process and workflow automation to eliminate redundancies, reduce manual interventions and improve efficiency for the firm s trading and lending platforms Develop strategic reporting for trading desks and asset management across relevant products and asset classes Ensure end-to-end flow, accuracy, and completeness of data by partnering with Trading Desks, Asset Management, Engineering and Strats to understand business requirements and define strategic data models and systems Liaise with Controllers, Compliance, Risk and other divisions for regulatory and business important reporting through automated toolkits Translate business requirements into tangible solution specifications and high quality, on time deliverables Manage project timelines and completions for committed analytics, automation and reporting Reconcile data discrepancies and perform data reconciliations between external vendors and internal databases through analytics and research Skills / Experience 1-3 years of experience in data analysis, data modeling, RDBMS databases and ETL Strong academic background - 4-year related engineering background with a minimum 3.0 GPA equivalent. Experience with at least one programming language such as Java, Python etc preferred. Proficient in SQL and / or interacting with structured data Understanding of in industry standard data transformation and reporting tools such as Tableau, Qlikview, QlikSense, Alteryx, RapidMiner etc Solid analytical/logical mindset and attention to detail Strong communication skills (clear, concise, and confident) with the ability to manage internal and external relationships. Team-oriented with a strong sense of ownership and accountability Must know or be able to learn Excel to an advanced level Ability to prioritize workload, and work with Technology to help drive data smart solutions Good to have Knowledge and/or experience with Machine Learning preferred Understanding of databases, data models, and Extraction Transformation Load (ETL) processes preferred. Mortgage banking or other financial industry experience Understanding of structured finance, collateralized lending, fixed income, or related finance modeling concepts

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call -9917283370

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Business Analyst Business: HSBC Global Private Banking Wealth Principal responsibilities Support the management of core business activities across Models, relating to: (1) Model Design, Development, Validation Implementation, (2) Model Portfolio, Risk Analytics Risk Mitigation, (3) Model Monitoring, Control, Standards Documentation, and (4) Model Governance across HSBC Group, Policy Regulatory Risk. The roleholder will be responsible for development of investment and wealth models - (i) designing and execution of product risk ratings for Mutual Funds, Bonds, Structured Products and Stocks. (ii) design and maintain the Strategic Asset Allocation (SAA) and Aladdin advisory model used for Advisory and Discretionary businesses. (iii) Help develop Artificial intelligence (AI) model applications for Global Private Banking Wealth business. (iv) Develop different propositions and client capabilities to support investing framework, margin trading, etc. As an expert in investment product risk, they will also provide key enhancements into designing future state methodologies for investment models. Optimise Expected Credit Losses (ECL) and Risk Weighted Assets (RWAs) Work across Global Private Banking to effectively manage model risks, increase model coverage and implement globally consistent model systems, standards, policies, processes, methodologies and governance across all regions. Engage with stakeholders across all areas, business functions, and regions in identifying local regulatory issues, feeding these requirements into global model program design and ensuring compliance with global and local model regulations. Develop and review models according to feedback or requirements from our stakeholders, prepare pre-implementation validation reports for local use (countries or legal entities), develop models specific to a country or a business if required by regulators, support annual model validations, check the run, monitoring and validation of data, develop model prototypes, implement models, UAT of the models, and maintain official model documentation. Administrate global and local governance through the Model Oversight Forum and other technical committees, Audit, oversight the global and local model output to ensure its being appropriately used, and support the local and global business teams in model use. Run the model, produce global and local results, rollout models to new legal entities as required, run stress tests, document the processes, calculation runs and checks, monitor the model, and statistically validate the input data (scenario and internal loss data). Enhance Data infrastructure to support all credit models. Requirements Undergra duate degree or equivalent. . Advanced Degree (Masters, PhD) . Function specific certification or degree (Charted Financial Analyst). Experience in Private Banking/Wealth modelling is advantageous and understanding their unique model risks when compared to other areas. Experience with Stress testing regulatory articles and ability to scope them to Private Banking is advantageous. An understanding of investment, banking, credit and insurance products and services is an advantage. Effective presentation, interpersonal, negotiation, communication and analytical skills. Recognised strong organisational skills. Knowledge of authoring policies, standards, governance lifecycle process, frameworks, and Target Operating models. Good understanding of portfolio management techniques including analytics. Coding and modelling languages such Python, Matlab, Visual Basics. You ll achieve more at HSBC HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc. , We consider all applications based on merit and suitability to the role. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship managers to resolve onboarding issues. Foster strong relationships with prospective clients to increase engagement and investment opportunities. Trade Execution & Processing: Process investment transactions across multiple asset classes, including but not limited to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Mortgage products and other financial instruments. Ensure accurate and timely order placement, confirmation, and settlement. Coordinate with fund houses, custodians, and clearing agencies for trade processing. Monitor and rectify failed or rejected transactions. Reconciliation & Compliance Management: Perform daily reconciliation of client transactions, holdings, and fund NAVs. Ensure all trades and investments comply with SEBI, AMFI, and other regulatory guidelines. Maintain adherence to company policies and risk management frameworks. Ensure proper audit trails and documentation for regulatory inspections. Client Servicing & Support: Address client queries regarding transactions, holdings, fund performance, and portfolio updates. Provide investment reports, periodic account statements, and other relevant details. Coordinate with RM/Wealth Advisors to provide seamless support. Manage requests related to redemptions, switches, and systematic transactions (SIP/STP/SWP). Reporting & Documentation: Generate MIS reports for management on client portfolios, transactions, and revenue analytics. Maintain detailed records of client interactions, transactions, and compliance documents. Prepare regulatory filings and investor communications as required. Ensure timely reporting of commissions, AUM status, and revenue tracking for distributors. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations.

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com

Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service.

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location: Bengaluru,Hyderabad,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products Location : - Ahemdabad, Delhi, Trivendrum, Bengaluru, Hyderabad, Kolkata, Pune, Jaipur, Indore, Kochi

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad, Kochi, Bengaluru, Chennai, Chandigarh, Coimbatore, Pune, Jaipur, Indore

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Location : Telangana, Delhi, Vadodra,Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur Candidate profile : 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Locations : Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahemdabad, Trivendrum

About The Role : Job TitlePortfolio Analyst, AS LocationMumbai, India Role Description Loans / lending commitments are a key component of the relationships held by Deutsche Bank with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the product lines across the Corporate Bank and Investment Bank divisions. Strategic Corporate Lending (SCL) provides governance around the investment of capital into these client relationships and risk manages the approved final hold positions down to pre-defined thresholds set by Credit Risk Management. SCL owns the loan risk that it is hedging within its predominantly senior, unsecured asset class Institutional and Corporate Credit portfolio. SCL hedges the final hold positions using single name CDS and the issuance of CLOs referencing the underlying loan risk. Along with hedging the credit risk of loan book, CLOs also provide regulatory capital relief to the Bank. The CLO servicing team provides support to the SCL Securitization teams in New York, London and Frankfurt that originate and execute CLOs to facilitate the economic risk hedges required for its hedging / RWA relief mandate. Team is currently assisting in managing multi-billion size of SCL CLO portfolios, along with transactions that assist other Corporate Bank, Investment Bank and Private Bank business areas in managing their own hedging / RWA relief mandates. The investors in these transactions are some of the Banks largest institutional clients including investment funds, pension funds and hedge funds as well as supranational institutions.The CLO servicing team currently has six members in Mumbai. We are expanding the team to hire two more people for supporting workstreams related to the issuance and servicing of CLOs which securitize the Banks German consumer loans portfolio with the aim of generating regulatory capital relief for the Bank. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Independently automating of existing manual tasks using Python/ excel vba Interpreting / analyzing/ working on large financial data sets Assist in CLO origination related tasks from portfolio construction, performing checks to ensure the portfolio complies with CLO documentation, preparing data/analysis requested by potential investors Monthly CLO replenishment/rebalancing activities, including verification of asset events, identifying data issues, verifying replenishment eligibility and selecting assets with the aim of optimizing RWA relief for the Bank Regular data quality checks to ensure accurate data for monthly CLO replenishments; working with relevant teams such as Technology and Loan Operations teams to identify and fix the root causes Deep dive investigations into unexplained or unclear asset activity, working with relevant cross-functional teams including Private Bank, Finance, Credit Risk Management, Technology and Loan Operations teams Development and modification of desk tools to assist in CLO origination, CLO replenishment and risk management analysis Review of CLO documentation and Simple, Transparent and Standardised (STS) criteria Calculation of note holder payments and co-ordination with Treasury, Finance and Paying Agents to ensure payments are correctly made to CLO Investors Preparation of Credit Event Notices in line with CLO documentation and working with external accountants to demonstrate CLO compliance to contractually documented terms & conditions CLO termination and redemptions tasks including informing relevant teams in Finance, Treasury and Paying Agents, and ensuring internal systems are updated Preparation of European Securities and Markets Authority (ESMA) Investor Disclosure templates Working on miscellaneous reports and ad-hoc analysis as requested by SCL management Your skills and experience Graduate / Postgraduate with 7-8 years of work experience (We are open to consider suitable candidates with lesser experience) Excellent Python/ vba skills and should be able automate tasks independently using Python/ vba Excellent excel skills including extensive use of formulas comfortable in building ad-hoc excel based tools to assist in day-to-day tasks Should be comfortable in handling large financial data sets/excel files Prior work experience in securitization will be added advantage (but not must) Excellent communication skills and initiative to engage with other teams Strong attention to detail Demonstrable problem-solving ability, organized with an ability to manage multiple issues High degree of initiative but also the ability to raise problems immediately to the broader SCL team when necessary How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Join us as a Business Controls Partner, Trade Reconstruction, VP Partnering with our business and Risk function, you ll identify, assess, and manage the risks within the agreed risk appetite You ll lead and inspire a team of business and customer control partners to make sure objectives are achieved, deliver a robust risk governance framework, and escalate emerging risks in a timely manner The work you do will make a vital contribution to a generative culture of risk awareness as you ll recommend solutions to operations risk issues within the businesses We re offering this role at vice president level What youll do As a Business Controls Partner, you ll drive, embed, and maintain a strong risk awareness across the business. This will involve the prioritisation, design, and implementation of our operational risk principles and ensuring we re compliant with the various policies and statutory requirements. You ll implement and embed a robust governance framework that engages all relevant stakeholders to enable effective decision making and make sure that all aspects of risk management are delivered. You ll also manage the interface between the business, internal audit, the second line of defence, and other critical functions, as well as the wider risk and controls teams. You ll also deliver an evidentially high level of assurance, to the satisfaction of senior stake holders, in the trade prices the bank has given to customers, as well as the methodologies used, by utilising expert product knowledge to critically analyse their level & construction, as well as confidently escalating, evidencing & discussing potential issues to senior staff. You ll also: Lead the delivery and interpretation of risk MI and risk reports into the business, working collaboratively to develop effective action plans for the resolution of issues Lead the assessment and reporting of the business-wide governance framework, supporting functional risk management and governance requirements, and supporting the preparation of control environment certificates Lead the business-wide risk and controls assessment of processes and infrastructure, and champion and role model the oversight and implementation of policies Lead the assessment of changing risks associated with change programmes and upstream regulatory risks, building frameworks and embedding in the business where required Deputise for other management and business partners when necessary Create a culture of continuous improvement, increasing efficiency and productivity through great people leadership, coaching, engagement and development of skills Support change initiatives across the business, ensuring upstream risks and support the assessment of the impact of regulation changes, developing and delivering Responsible for the analysis of risk reporting and metrics used to inform decision making Educate teams on the operational risk framework and our conduct risk obligations, supporting the business in operating and embedding them The skills youll need To succeed in this role, you ll need a risk management or regulatory background, project management skills involving complex people, process, and technology issues, and an understanding of our operating processes. Along with a proven understanding and experience of risk management principles, you ll have well-developed knowledge of our businesses and associated products, processes, and technologies. We re also looking for: Strong senior stakeholder management skills and the ability to build a network of contacts A clear track record of delivery Excellent written and verbal communication skills Influencing and conflict resolution skills, with the ability to view the impact of issues from a wide perspective The ability to think creatively when resolving problems and identify alternatives where established procedures may not exist Demonstrable mathematical understanding of linear and non-linear pricing methodologies of some traded financial products, such as: Interest rate derivatives, Bonds & Repos, Forwards, Spot FX, FX Options, Structured Products, and/or Equity options Highly proficient in Excel