165 Structured Products Jobs - Page 3

" About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation. Constantly monitor and review client portfolios based on timely analysis of market dynamics. Ensuring regular availability of Research material and inputs to the client. Service existing clients with the support of the client servicing team. A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients Have successfully built and generated new business across a large set of client base. Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention Research & Product Knowledge Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence. Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance, etc. Should coordinate with the research team and wealth products team, and advise client basis, intelligent analysis of facts To read, research, and update themselves on available investment opportunities in the market. Compliance Responsible for ensuring all activities are in adherence to the compliance framework NISM Certification Work experience: 5 to 18+ years Educational Qualification: Graduate / MBA, CA, CFA #LI-NV1 ",

" About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation. Constantly monitor and review client portfolios based on timely analysis of market dynamics. Ensuring regular availability of Research material and inputs to the client. Service existing clients with the support of the client servicing team. A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients Have successfully built and generated new business across a large set of client base. Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention Research & Product Knowledge Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence. Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance, etc. Should coordinate with the research team and wealth products team, and advise client basis, intelligent analysis of facts To read, research, and update themselves on available investment opportunities in the market. Compliance Responsible for ensuring all activities are in adherence to per compliance framework NISM Certification Work experience: 5 to 18+ years Educational Qualification: Graduate / MBA, CA, CFA #LI-NV1 ",

" Job Title: Senior Private Wealth Relationship Manager Location: Mumbai About the client: PSS has been mandated to hire a Senior Private Wealth Relationship Manager for a leading international private banking and asset management group. Job Purpose: The Private Wealth Management is a Wealth Advisory and Family Office solution to UHNI individuals and families, both residents as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals Key Responsibilities: Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret for the client s information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation Constantly monitor and review client portfolios based on timely analysis of market dynamics Ensuring regular availability of Research material and inputs to the client Service existing clients with the support of the client servicing team Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc Follow applicable KYC norms & other regulatory requirements Update FA workstation for all client interaction & product con calls Complete mandatory certifications & other knowledge upgradation activities Maintain client prospects MIS & submit the same on a periodic basis. Educational Qualifications And Experience: MBA/ PG equivalent 12-15 years of Relationship Management experience Marketing and Networking skills Patience and perseverance #LI-NV1 ",

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, product innovation and operational improvements Domestic and international competitive intelligence Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability Determine ongoing product evolution/development priorities Own the design of the client and advisor product experience Develop business cases for new products or product enhancements Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen Manage key enterprise stakeholder relationships and product advisory groups Ensure that product management function is audit-ready at all times Executive and field presentation development to communicate product management strategy, key initiatives updates, etc. Foster proactive and productive relationships with channel and support partners Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams. Requirements Ability to understand the larger industry, organizations priorities, and develop a clear roadmap for third party & products Minimum 7+ years of experience in Product Management in Wealth Management Firm Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions. Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience. Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority. Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels To ensure high quality launch materials, customer presentations and sales training. Have a keen eye to track the latest offering and developments in the market and become a repository for market

We are looking for a talented and experienced derivative trades analyst with sound knowledge and experience in risk domain for one of our global Investment Banking Clients. Review the trade documents and book the trade in banks treasury issuance system Perform Reconciliation between the booking and trade document to ensure accuracy and completeness of the booking Deliver MIS reports that outline error and process stress-points Help in identifying automation scope across the process to streamline and improve the issuance and reporting process . Closely work with trading desks, product control team, business managers, risk and technology teams to ensure swift, accurate and timely bookings of the trade in the issuance system Skills Required: Min. 3 years of experience in structured notes business as senior analyst Strong understanding of asset classes including derivative products with experience in experience in structured notes; understanding risk calculation and entire product lifecycle Experience of working with multiple system partners, product control teams, development and support teams. Should be aware of automation techniques; hands on experience with VBA/ Python will be an add on to identify the automation scope in booking and review Excellent communication skills (verbal, written, and presentation of MIS Reports) in presenting to partner teams and senior managers.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.

Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.

Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.

Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.

Join us as an "Equity Derivatives Structuring" at Barclays Equity Derivatives Structuring is the dedicated trading and structuring team within Barclays, responsible for structured derivatives. The team works with a full range of clients and is a global leader in providing structured solutions for both sides of the balance sheet and various investment strategies. The purpose of this role is to assist the structuring team in pricing and delivering solutions to clients in a timely manner. The candidate will over time need to develop a strong understanding of various structure products traded by Barclays, their pricing parameters, risk factors and sensitivities. They would need to develop an understanding of how trades will perform under different market conditions and across the life of the trade and the Profit & Loss movement, eventually supporting the desk with stress testing and pricing of various structured products. To be successful as an "Equity Derivatives Structuring", you should have experience with: Basic/ Essential Qualifications: Understanding payoff of structured products (Exotic Options like Auto-callables, Equity Linked Notes, Basket Options, etc. ) and having the ability to understand the greek profile of various exotic option structures. To be able to use different in house models to be able to price them in a relatively short time to meet the demand from Sales during live market. Ability to run various pricing engines via Python to make the pricing process further efficient. Providing support to the traders on an adhoc basis on daily trade life cycle activities like monitoring impact of corporate actions on Quantitative Investment Strategy business, updating PNL generated for the day etc. for Exotic Options. Automation of Factsheet and MTM reports as a part of the BAU activity to send position reports and analytics to client and other teams. *Provide term sheet and stress tests once the trades/strategies have been executed. As the candidate would be working with various infrastructure teams and speaking to them, they should have a good verbal communication. *Verifying client reports for correctness in data before they are circulated. *Ability to communicate effectively with stakeholders like Global Structuring, Trading, IT and Legal teams to ensure any issues resolved proactively. *The candidate would have to interact with counterparts in New York. The candidate would have to work with the structuring and trading teams to understand the requirements, create the analytics, identify the opportunities and communicate the same to the desk. Ability to prioritize different responsibilities and guide junior team members to deliver their work. Desirable skillsets/ good to have: The candidate will have to be proactive in identifying issues and getting them resolved by aliasing with various stakeholders. The candidate needs to work on several time sensitive activities and hence is required to be meticulous and efficient. *Good knowledge of Equity Derivatives and Indices. Strong Analytical and Quantitative ability. Eye for Detail - Need to make sure all corporate actions are incorporated. Any missing prices are updated. Good Programming skills including Excel/VBA and Python to focus on automation and efficiency generation. *Strong co-ordination skills to manage multiple tasks. *Flexible to work long hours. *Excellent communication skills (oral/written) and good written/presentation skills. *Proactive in nature. Should be able to demonstrate a self-starting attitude. This role will be based out of Mumbai. Purpose of the role To develop and implement structured financial products and solutions to meet the needs of clients and optimize the banks market exposure and profitability. Accountabilities Development of innovative structured financial products and solutions to address the specific needs of clients, including derivatives, structured notes, and other structured investment products. Risk analysis and management associated with structured products, including market risk, credit risk, and operational risk, to ensure compliance with regulatory requirements and bank policies. Assessment of pricing and valuation of structured products, including the use of mathematical models and financial instruments, and liaising with trading to ensure competitive pricing. Collaboration with traders, risk managers, and other stakeholders to ensure effective product implementation and risk mitigation. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

Job description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Purvi Axis Bank-HR 9867078228 purvi.pacharne@axisbank.com

Role & responsibilities Direct 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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Nasdaq Technology is looking for a passionate Specialist - Client Managed Services - Business Services with focus on Calypso, to join the Mumbai /Pune technology center in India. If Innovation and effectiveness drive, you forward this is the place for you! Nasdaq is continuously revolutionizing markets and undergoing transformations while we adopt new technologies to develop innovative solutions, constantly aiming to rewrite tomorrow. As a Specialist - Client Managed Services - Business Services, you would provide first-line functional support to clients, troubleshooting and resolving reported issues in a timely and professional manner. We are looking for candidates with a genuine desire and drive to deliver top technology solutions to todays markets. With this position we offer : Join the Client Services organization, has been providing Cloud clients with secure and reliable services around Calypso solution since 2008. Cloud Managed Services provide additional business services to our Cloud clients to help them achieve maximum business value from the application. Our clients and team are based around the globe and demand for Cloud Managed Services is growing fast. Roles & Responsibilities - As a Specialist - Client Managed Services - Business Services , your focus will be defining and implementing software solutions. Besides working closely with your colleagues in Mumbai / Pune, you will also work closely with Nasdaq teams in other countries. Direct communication with cloud clients using Calypso modules for their daily activities: Front Office, Treasury, Risk, Compliance, Operations, Accounting etc Investigate operational issues reported by Client s users Suggest how to resolve an issue and how to prevent its reoccurrence Provide advice relating to Client implementation of Calypso Following approval, make changes to functional configuration of the system Check the execution (success, failures) of scheduled tasks Supervise the exceptions related to real-time interfaces Analyse & identify the root cause of failures/exceptions and detail the possible solutions Proactively look for ways to improve customers usage of the application In case of software defect, build helpdesk ticket including a test case that explains the issue; demonstrate the issue to Product Support team if needed Prioritise for the deployment of a hotfix into a test environment Perform pre-validation testing of hotfixes or config changes in Client s test environment We expect you to have: (Minimum Qualifications) Master s degree in Finance (preferably), Mathematics, Business, Computer Science or I.T. Excellent verbal and written communication skills in English Knowledge of a broad range of financial products (Fixed Income, Equity and Interest Rate Derivatives, Commodities, FX Spot and Forward, Corporate actions, Structured Products, Cash/Treasury, Futures and Options) including how they are priced, settled and managed during their lifecycle. P&L reporting, including attribution and key concepts Understanding of Risk, Pricing, analytics Front and Back-office reporting Settlement processing, book structure, accounting, trade lifecycle events, collateral management and related static data At least 7 years experience in the capital markets sector (Business Analyst, Operations) It would be great if you (Preferred Qualifications) CFA, IMC or CISI qualified or other post graduate finance qualification Calypso knowledge would be a strong advantage (you will receive Calypso training and will be expected to pass your Calypso certification) Other application knowledge e.g. Murex, Finastra (Summit, Kondor+), Aladdin, SimCorp Proficiency using Bloomberg Terminal Market data sources (e.g. Bloomberg SAPI, Data License) Knowledge of 3rd party systems e.g. MarkIt, Omgeo, SWIFT, Acadiasoft Knowledge of regulations impacting investment banks and asset managers Advanced Excel skills Does it sound like you? As the selection process is ongoing, please submit your application in English as soon as possible. We will get back to you in 2-3 weeks.

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.

Join our dynamic team to revolutionize how technology intersects with business. Your analytical skills and tech-savviness will be pivotal in creating impactful solutions. As a Solutions Analyst III in corporate technology, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions. Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively. With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions. Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments. Job responsibilities Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs Required qualifications, capabilities, and skills Formal training or certification on solution analyst concepts and 3+ years applied experience Minimum of 3 years of experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Regulatory reporting in DOI Skilled in Oracle, SQL, Excel, and foundational knowledge of Python or Java Strong equity & equity related products knowledge, understanding of trade booking and flows and structured products Strong analytical, workflow and data interpretation and data visualization skills. Strong relationship building skills to influence/negotiate desired outcomes. Excellent interpersonal skills necessary to work effectively with colleagues and senior management. Strong verbal/written communication. Candidate must have strong written and verbal communication skillset Proven ability to multi task in a fast paced environment with regulatory deadlines Experience in dealing with large set of data Preferred qualifications, capabilities, and skills Good to have Cloud knowledge Join our dynamic team to revolutionize how technology intersects with business. Your analytical skills and tech-savviness will be pivotal in creating impactful solutions. As a Solutions Analyst III in corporate technology, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions. Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively. With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions. Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments. Job responsibilities Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs Required qualifications, capabilities, and skills Formal training or certification on solution analyst concepts and 3+ years applied experience Minimum of 3 years of experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Regulatory reporting in DOI Skilled in Oracle, SQL, Excel, and foundational knowledge of Python or Java Strong equity & equity related products knowledge, understanding of trade booking and flows and structured products Strong analytical, workflow and data interpretation and data visualization skills. Strong relationship building skills to influence/negotiate desired outcomes. Excellent interpersonal skills necessary to work effectively with colleagues and senior management. Strong verbal/written communication. Candidate must have strong written and verbal communication skillset Proven ability to multi task in a fast paced environment with regulatory deadlines Experience in dealing with large set of data Preferred qualifications, capabilities, and skills Good to have Cloud knowledge

Job Description: The Market Risk team at Infosys Limited is looking to expand its presence in India to support its activities in data management Risk operations product and research We are looking for experienced professionals who have experience working with real world data and are comfortable with statistical analyses We seek motivated self starters and team players who are eager to collaborate learn new things and go the extra mile for our internal and external clients Key Responsibilities: At least 3 8 years of experience in market risk measurement within an investment bank or other financial institution previous VaR or Credit Risk experience is required Knowledge in Asset Classes any 1 2 of these Equity Fixed Income FX Commodities Derivatives Structured Products Experience knowledge of Fixed Income and Derivatives especially Corporate Bonds Interest Rate derivatives Total Return Swaps TRS Credit Derivatives CVA FVA etc Basic understanding of pricing and valuation of these products Understanding of key risk profitability concepts such as Probability of Default Event of Default Jump to Default Present Value of basis point Mark to Market volatility Yield curve parallel and point shifts in yield curve etc Ability to dissect price of a security onto its various constituent components such as interest rate curves and the corresponding relevant term structure sensitivity A higher degree in one of those areas or in finance or a professional qualification e g CFA FRM PRIMA would be an advantage General knowledge of risk issues and investment products together with some programming skills would be also desirable Ability to work well in a team and building relationships Ability to produce high quality accurate work under pressure and to tight deadlines Willingness to question and challenge the status quo and ability to provide alternative approaches Preferred Skills: Domain->Financial Risk Management->Credit Risk Management,Domain->Financial Risk Management->Market Risk Measurement & Control

We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. OPERATIONS Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firms assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. Credit Operations Team is responsible for ensuring the integrity and accuracy of risk undertaken by the Credit Business globally. Team works very closely with Sales and Trading teams to facilitate all aspects of Operational Risk and Control Framework. The functions involve: Matching of all trades Performing trade checkout of exotic transactions Facilitating new business Drafting documents for executed trades Confirming economic and legal terms of trades with clients electronically and on paper Settling trades YOUR IMPACT We are looking for a professional and dynamic individual with a strong interest in Credit. The ideal candidate would be able to excel in a high-profile and fast paced team whose primary responsibilities include (i) partnering with the Credit Sales and Trading Desks to ensure the integrity and accuracy of Derivative and Physical Trading risks undertaken by such businesses, as well as (ii) driving and implementing change to ensure we are optimally managing and monitoring risks, in an increasingly demanding and complex regulatory environment. JOB SUMMARY & RESPONSIBILITIES Develop a deep knowledge of Credit and derivative transactions Find and resolve booking discrepancies across complex derivative businesses Experience in Credit Confirmations and/or Settlements process Daily interaction with Trading & Sales to ensure discrepancies are resolved immediately Engage with front office and technology to help facilitate the resolution of technical production issues Manage, monitor and investigate reporting breaks and process failures; identify and implement corrective actions Ensure that processes are continually reviewed and improved, risk is managed, and results are achieved that meet expectations for timeliness, quality and cost effectiveness within the department Understanding of Credit markets and products along with basic financial knowledge and terms Key characteristics of Derivative Products (ex. expiration, strike, premium etc.) High Level understanding of ISDA terms BASIC QUALIFICATIONS Bachelor s degree with competitive GPA Proficient with Microsoft applications Ability to demonstrate strong technical skills and keen attention to detail PREFFERED QUALIFICATIONS Demonstrated attention to detail in previous role on an ongoing basis Experience in understanding and breaking down complex structured products would be a big plus Team player with a collaborative style and strong interpersonal skills Effectively handle difficult requests, build long-term relationships with the business and be able to manage expectations Strong written and verbal communication skills with ability to be clear and concise Self-starter who thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives Able to successfully multi-task, work towards extremely challenging goals and persist in the face of obstacles Able to adapt to changes and new challenges Strong analytical and organizational skills, critical thinking, and an ability to suggest improvements and identify risks Service orientation, sense of urgency, ability to manage internal clients expectations and professionalism We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https: / / www.goldmansachs.com / careers / footer / disability-statement.html

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct 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. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF)

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, product innovation and operational improvements Domestic and international competitive intelligence Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability Determine ongoing product evolution/development priorities Own the design of the client and advisor product experience Develop business cases for new products or product enhancements Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen Manage key enterprise stakeholder relationships and product advisory groups Ensure that product management function is audit-ready at all times Executive and field presentation development to communicate product management strategy, key initiatives updates, etc Foster proactive and productive relationships with channel and support partners Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams. Requirements Ability to understand the larger industry, organizations priorities, and develop a clear roadmap for third party & products Minimum 10+ years of experience in Product Management in Wealth Management Firm Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions. Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience. Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority. Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels To ensure high quality launch materials, customer presentations and sales training. Have a keen eye to track the latest offering and developments in the market and become a repository for market

CMBS Structured Finance (SF) Senior Analyst (Mumbai) The Team: DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. About the Role: DBRS Morningstar CMBS team is looking for candidate with good problemsolving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge of Python is a plus. This role will provide unique opportunities for mastering the key aspects of the credit ratings business including in-depth collateral and deal analysis. Responsibilities • Analyze the credit risk in CMBS securities by performing tasks that include reviewing deal documents, investigating periodic data, setting up net cashflow templates • Underwriting of loans for all property types in CMBS • Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages • Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. • Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. • Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. • Take ownership of the tasks with focus on quality and accuracy of the deliverables • Demonstrate strong learning curve and eagerness to move up the rating value chain • Ensure compliance with all applicable policies and procedures. • Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements • Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification • Minimum of 3-5 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. • Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus • Excellent writing, communication, and quantitative/analytical skills. • Ability to communicate analytical thoughts in a crisp, concise, and precise manner • Creative thinker who is adept at taking an analytical approach to problem solving. • Experience with REIS, Intex, and Bloomberg is a plus. • Robust quantitative and analytical skills supported by strong attention to detail and accuracy • Good inter-personal skills and ability to participate/ contribute as a team player • Highly motivated, self-starter with a positive attitude and a strong work ethic. Morningstar DBRS is an equal opportunity employer

Greetings from Teamware Solutions!! We are hiring for Topmost Investment Banking Role: Asia TMG Location: Mumbai (Preferred local candidates) Exp: 1-3 Years Notice Period: Immediate - 30 Days Interested candidates please share your updated resume to srividhya.g@twsol.com Responsibilities for this role would involve: • Manage and process Pricing Supplements for Structured Products • Drafting Pricing Supplement for bespoke products • Booking of Structured Notes, Warrants, Certificates • Enriching bookings of Swap Deals • Drafting Notices for all types of Corporate Actions on Structured Products • Generating various types of reports to be submitted to Senior Management • Working with various teams to manage post trade booking cycle. Skill set required: 1. BBA with 1-2 years derivative work experience with exposure on Derivatives market 2. Excellent communication skills both verbal and written. 3. Good knowledge of MS Excel, Word 4. Knowledge of VBA/Macro will be an added advantage.