536 Structured Products Jobs - Page 2

To qualify for the role, you must have A bachelor's degree in Accounting, Finance, Economics, or a related discipline and approximately 2 years of related work experience; MBA or equivalent preferred Excellent prioritization skills and a commitment to meeting client deadlines Strong communication skills for report writing, client presentations and client interactions Proficient skills with MS Office, including Excel, Word, and PowerPoint Flexibility and willingness to work more than standard hours when necessary to meet client deadlines Willingness to work in shift based on the role hired for Your Key Responsibilities The primary role of the SFT transaction team is to perform agreed-upon pro...

Looking for an experienced and client-focused professional for our Wealth Management vertical. If you're passionate about Wealth Management, Financial Planning , and delivering a premium client experience, we'd love to connect. You must have : ? Minimum (Yesss!! Minimum ) 5 years of relevant experience in financial planning or wealth management. ? Strong knowledge and hands-on experience across multiple asset classes including Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. ? Exceptional analytical and communication skills. What you'll do: ? Provide end-to-end financial planning services from retirement and education planning to home buying and wea...

Responsible for client acquisition, revenue generation, investment products. Acquire new customers through converting referral leads. Must have good communication skills, Generating Leads for Financial Product Distributor. Required Candidate profile Provide trainings to Partners, Prepare business development plans Establishing Strong relationships with Partners, IFAs. Responsible for client acquisition, investment products. Achieve targets.

As an experienced and client-focused professional in the Wealth Management vertical, you will play a crucial role in providing a premium client experience. With a minimum of 5 years of relevant experience in financial planning or wealth management, you will showcase your strong knowledge and hands-on experience across various asset classes such as Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. Your exceptional analytical and communication skills will be key in this role. Key Responsibilities: - Provide end-to-end financial planning services, covering areas like retirement, education planning, home buying, and wealth creation. - Conduct risk profil...

As an Account Manager (AM) at our firm, your role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Financial Planning, Portfolio Strategy, and Reporting: - Assist the RM in creating financial plans for clients and reporting the portfolio performance regularly. - Highlight variances between the actual portfolio and the strategic plan, providing actionable insights to align the portfolio accordingly. - Identifying opportunities within the client's existing portfolio based on product team recommendations across various asset classes. - Support the RM in business development by acquiring a database of prospective...

Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Business Finance Analyst Corporate Title: NCT Location: Mumbai, India Role Description Accounting Control is a function within Financial Control and as such part of the Business Finance organization. The primary responsibility for a financial controller is to ensure correctness of Balance Sheet and P&L for their business areas (including formal sign-off in SAP). This includes but is not limited to substantiation as well as reconciliation of the Financials, ownership and control over the front-to-end month-end production cycle. Above all it is their core duty to create full transparency around every aspect of t...

Locations: Bengaluru / Chennai / Hyderabad /Mumbai Experience: 15+ years in Wealth Management CTC: Up to 65 LPA (Based on current CTC and interview) Employment Type: Full-time, Permanent About the Role We are hiring an experienced Private Wealth Manager to partner with UHNI clients and manage large investment portfolios. The role focuses on relationship ownership, portfolio advisory, and delivering long-term wealth growth through products such as PMS and AIF. If you have a strong UHNI network and a track record of growing AUM independently, this role offers significant visibility and growth. Key Responsibilities Build and manage UHNI relationships (net worth above 5 crore) with customised in...

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Position - Associate / Senior Associate Practice Area - Banking Location - Mumbai Qualification - Qualified lawyer and must be enrolled in Bar Council of India Work Experience - 1 to 6 years in Banking & Finance Practice Expertise in the Banking & Finance Practice : Financial products, including project finance Securitization Leveraged finance Distressed debt transactions Debt restructuring Acquisition finance Syndicated lending and structured products Advisory on established and emerging products We are an equal opportunity employer and value diversity. We do not discriminate based on gender, race, age, sexual orientation, and religious identities or any other applicable characteristics pro...

Job Description Job summary: Disclosure Of Interest (DOI) is a central compliance function. DOI team takes care of regulatory mandate which obligates JPMorgan Chase & Co. (i.e. the Firm) monitors and discloses its interests in relevant securities to issuers, regulators and/or Exchanges in relevant markets, pursuant to the various laws and regulations globally across various jurisdictions in which the firm operates. The Disclosure of Interest (DOI) team aggregates JPMorgan's global positions of securities across all Lines of businesses; primarily Corporate & Investment Banking, Asset & Wealth Management, and Custody. The Team also disseminates threshold alarm reporting for jurisdictions to en...

Role & responsibilities Job Purpose: The ideal candidate will be responsible for originating, structuring, and executing derivative and treasury solutions for institutional clients including banks, NBFCs, mutual funds, insurance companies, and other financial intermediaries. The role requires a strong grasp of derivative products, market trends, risk management, and client relationship management to drive revenue growth and enhance wallet share within the FI segment. The role requires a strong existing relationship with FI clients and should have sales and client relationship skills along with understanding of derivative products, market trends, risk management to drive revenue growth and en...

Structured Finance - Transactions - CLO EY is the only professional services firm with a separate business unit ( FSO ) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team! The opportunity The Structured Finance Team specializes in addressing varying needs of market participants in the securitization marketplace across asset classes, including asset- backed securities (ABS), commercial mortgage- backed securities (CMBS), r...

As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of ficial markets, investment products, and client relationship management. You will be responsible for delivering customized ficial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management. As a Relationship Manager - HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized ficial solutions and delivering exceptiona...

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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitab...

Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) Location: Pune Experience: 3-5 Years About the Role: We are seeking a proactive and client-focused Junior Relationship Manager to join our Wealth Management team in Pune. The ideal candidate will have 3-5 Years of experience in financial services or investment advisory, with a strong interest in managing HNI/UHNI clients and building a long-term career in wealth management. Key Responsibilities: 1. Client Relationship Support ? Assist in managing a portfolio of HNI/UHNI clients. ? Understand client financial goals, risk profiles, and investment preferences. 2. Investment Advisory Support ? Recommend and explain s...

As a member of the Market Risk team at Infosys Limited, your role will involve expanding the team's presence in India to support activities in data management, risk operations, product, and research. Your expertise in working with real-world data and conducting statistical analyses will be crucial for the team's success. We are seeking individuals who are motivated self-starters, team players, eager collaborators, continuous learners, and committed to going the extra mile for our internal and external clients. Key Responsibilities: - Possess at least 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous exposure to VaR or Credit ...

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. Must have good communication skills. 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.

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. T24 BA Fees and Taxes Key words: Fees, taxes, pricing, Charges, TAX, fee accrual, product-level fee setups, commission type, VAT, Withholding taxes, Private banking, Securities, Derivatives, Forex, Structured products Job Summary: Business Analyst/Tester will be responsible for analysing business requirements, preparing Business Requirement D...

Relationship Manager NR (Minimum 5 years of experience in NR vertical) Degree : Graduate/Post Graduate Job Responsibilities Handling portfolio of NRI Clients and generating revenue Acquiring NTB customers into the Bank and provide them with exclusive services. Client servicing, income generation, cross selling structured products, investments, asset products like loans. Ensure that the assigned revenue and targets are met month on month New account acquisition and value build up in existing accounts Cross sell all the products of the Bank thereby ensuring that the targets assigned are met. Providing HNI customer services by resolving their queries and issues.

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. T24 BA Financial Instrument Key words : Financial instrument setup, Instrument master data, Instrument data enrichment, Temenos Data Source, TDS, Bloomberg integration, Market rate providers, Equities, Bonds, Mutual Funds, Derivatives, Structured Products. Job Summary : Business Analyst/Tester will be responsible for analysing business requir...

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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

As a T24 BA Financial Instrument at EY, you will play a crucial role in analyzing business requirements, preparing documentation, defining test cases, and conducting testing activities related to Financial instrument setup. Your responsibilities will include collaborating with stakeholders, developers, and end-users to optimize trading operations and ensure compliance with regulatory standards. You will work on integrating Equities, Bonds, Mutual Funds, Derivatives, and Structured products within the T24 system. Key Responsibilities: - Work with business stakeholders to understand and document requirements for Financial instrument setup and integration of various financial instruments. - Ana...