424 Structured Products Jobs - Page 17

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 512 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship managem...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Roles and Responsibilities Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secon...

Roles and Responsibilities Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secon...

Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR).

Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR). Some experience in quantitative models and methods. Strong technical expertise in Excel and Bloomberg. BS or MS in Finance / Financial Engineering Strong communication skills, both verbally and written. Proven ability to multi task in support of multiple processes. Position and responsibilities Analyze risk position data validation, calculation...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai Working Days: Monday to Friday Key Responsibilities: Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and referrals. Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions. Relationship Building: Cultivate and maintain strong client relationships to increase Assets Under Management (AUM). Target Achievement: Drive team efforts to meet and exceed client acquisition and AUM targets. Desired Profile: Experience: Proven s...

This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services.Client Acquisition & ManagementInvestment Advisory & Portfolio Management Required Candidate profile The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes.

About Guardian Guardian Capital has been awarded The best investment advisory firm across India by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Position: B2B Wealth Sales – Senior Manager Job Description : We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. T...

About Guardian Guardian Capital has been awarded The best investment advisory firm across India by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Position: B2B Wealth Sales – Senior Manager Job Description : We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. T...

Urgent hiring as Wealth Manager in NBFC Company Job location :- Mumbai , Gurgaon , Delhi Salary :- Upto 15 LPA Experience : Min 5 Years Role & responsibilities • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) • He/She would be responsible to drive the TPP sales through branch sales team and advisors. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and up...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Providing financial solutions for HNI client Monitor financial market trends to ensure that client plans are responsive. Must ensure growth of AUM / Book Size Achieving targets based on acquisition and revenue generation through investment products. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM.

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and upd...

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Join us as a Transaction Management Analyst We ll look to you to support the middle office for the Treasury business covering term funding and capital raising, FX and interest rate risk management, and liquidity portfolio management Acting as the liaison between front office and other support areas, you ll monitor workflow queues to ensure day one accuracy, and maintain the integrity of all underlying assets, trade bookings, structure maintenance, and appropriate reconciliations You ll calculate a daily volatility buffer and liaise with the collateral management team to independently verify the margin calls Were offering this role at associate level What youll do As a Transaction Management ...

Help with developing and executing overall index and Fixed income product roadmap, working across the team, and ongoing needs based on feedback from sales, clients, research and product development Working with large data sets, producing analysis for internal and external reports, and assisting with ad-hoc client questions Assisting with RFPs as needed Support sales and clients as needed Support product funnel and business development pipeline working across teams including specifically partnering with sales (including sales plan, revenue goals, product positioning, competitive analysis, use cases, marketing materials, sales training, etc.) Qualifications: Good knowledge of Equity and Fixed ...

Job_Description":" Job Description Yubi Securities acts as a merchant banker and deals into fixed income securities with execution of issuances and pass through certificates (PTC) for financial services and non financial services entities, which involves nuances around product structuring, execution, documentation, liaison with regulatory bodies like NSDL, CDSL, clearing corporations, DPs and so on. It involves understanding nuances around the structure of a PTC and bond-both plain vanilla and structured, and understanding of all regulatory guidelines under which these products are issued in the Indian parlance. Over a period of time, there has to be significantly strong relationships which ...

Job_Description":" The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates,...

Job_Description":" The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates,...

Job_Description":" The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates,...

Job_Description":" The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates,...