540 Structured Products Jobs - Page 4

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PM...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

Leading Financial Company Hiring Private Banking Relationship Manager Interested Connect with MAHEK on 9137263337 and drop CV at [HIDDEN TEXT] Individual Role Good Stable candidates from Banks MNCs Broking Firms NBFC Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue gener...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Perks and benefits Attractive incentives Annual performance bonus

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

Trade Review : Validate OTC and Note trades; ensure accurate capture in risk systems; reconcile with official documents. Documentation Analysis : Interpret trade documents; identify and escalate discrepancies. Risk Management : Assess trade risk attributes; collaborate with Risk, Trading, and Legal teams. Process Improvement: Enhance review processes and controls; support efficiency and risk mitigation projects. Stakeholder Communication : Coordinate with internal teams; provide clear updates on findings and improvements. Must have Skill Set complex, structured, and exotic products Contact Person- Sangeetha Tamil Email - sangeetha@gojobs.biz

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

**Job Description:** **Role Overview:** As the Valuation Risk Head of Mumbai Valuation Risk & Policy Team at Deutsche Bank's MVRM division, you will be responsible for leading and managing the VRP team in Mumbai, covering all asset classes, businesses, and valuation themes. Your role will involve communicating complex concepts to various stakeholders, overseeing the development of valuation methodologies, and ensuring adherence to governance documentation. **Key Responsibilities:** - Define the people strategy for the VRP Mumbai team, including management, recruiting, retention, and operational measures. - Oversee the development and enhancement of IPV, FVA, and Pruval methodologies for all ...

Wealth Relationship Manager (Wealth RM) Role: Wealth Relationship Manager Department: Wealth Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring compliance with regulatory guidelines. Key Responsibilities 1. Client Acquisition & Portfolio Growth Acquire new affluent / HNI clients through referrals, market visits, and networking. Achieve monthly acquisition and revenue targets. Deepen wallet share by cross-selling wealth and banking products. 2. Relationship Management Build strong and long-term ...

Job Summary: In this role, you will be part of a talented and efficient Fund Services team that works on mission-critical projects within middle and back-office operations. You will manage various accounting and operational processes on behalf of our global client base while maintaining transparent communication with our clients and their fund administrators and trading counterparties. Responsibilities Perform Trade Affirmations/Confirmations Perform daily Middle office Trades, Position and Cash Reconciliations Booking of corporate actions, Option Exercise/assignment Daily reconciliation of Equity SWAPs, ISDA position recs, Month end booking of Stock borrow and Swap financing P&L at position...

As an Associate/Senior Associate in the Banking practice area located in Mumbai, you will be required to have the following qualifications and work experience: - Qualified lawyer and must be enrolled in Bar Council of India - 1 to 6 years of experience in Banking & Finance Practice Your key responsibilities will include expertise in Banking & Finance Practice such as: - Handling financial products, including project finance - Managing securitization processes - Dealing with leveraged finance - Conducting distressed debt transactions - Executing debt restructuring procedures - Managing acquisition finance projects - Handling syndicated lending and structured products - Providing advisory serv...

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

Relationship Manager Department Micro Fice Division - Lending to MFIs and other NBFCs Location Mumbai No.of. Positions 1 Reporting Relationships VP Position Grade Manager Originating and developing new relationships with emphasis on MFIs and NBFCs and managing existing credit relationships to achieve volume & revenue budgets. Handling of Corporate MFI s and NBFC s in Western region. Assisting in developing and implementing strategic marketing plans as well as administering and monitoring relationships. Regularly monitoring credit quality of client portfolio and make recommendation to business strategies. Handling Various Audit queries including RBI Audit. Ensuring CMS and Corporate Salary se...

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 member of the Credit Operations Team at Goldman Sachs in Bengaluru, your role will be integral in ensuring the integrity and accuracy of risk undertaken by the Credit Business globally. Your primary responsibilities will include: - Developing a deep knowledge of Credit and derivative transactions - Finding and resolving booking discrepancies across complex derivative businesses - Having experience in Credit Confirmations and/or Settlements process - Engaging daily with Trading & Sales to ensure discrepancies are resolved immediately - Collaborating with front office and technology to facilitate the resolution of technical production issues - Managing, monitoring, and investigating repor...

Job Summary Strategy To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank. Business Build the Investment Services (IS) business so as to achieve leadership position in the region. Drive the Investments business through the segment/channel teams. Constantly update the segment/channels on the markets and our h...

Role Overview: The Financial Instruments and Technology Group (FIT) in Kroll is seeking engineers with deep knowledge of financial analysis to join their growing technology team. The team focuses on developing innovative applications to meet clients" needs, analyze investments, and provide new insights into holdings. As an engineer in FIT, you will collaborate with developers, quantitative analysts, and modelers to build scalable valuation models and frameworks for various asset classes. You will also design and deploy new financial applications and integrate new modeling techniques into existing analytics libraries. Key Responsibilities: - Collaborate with a team to develop scalable, high-p...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Role Overview: Yubi Securities is seeking a candidate to join their team as a merchant banker specializing in fixed income securities. The role involves executing issuances and pass through certificates (PTC) for financial and non-financial entities, requiring expertise in product structuring, documentation, and liaison with regulatory bodies. The position also entails understanding the nuances of PTC and bond structures, as well as compliance with regulatory guidelines in the Indian market. Building strong relationships with regulatory bodies for trade execution and innovation is also a key aspect of the role. Key Responsibilities: - Understand deal contours and structure deals based on inv...

SUMMARY Required qualifications (education) Bachelor’s (minimum) in Mathematical Finance, Financial Engineering, Applied Mathematics, Physics, or a related quantitative field Degree from a top tier university (e.g., Russell Group, Ivy League, equivalent) MSc/PhD desirable but not mandatory Required work experience 5 years of hands on model development for derivatives/structured products in at least one asset class 5 years of production level C++ programming Proficient in Python scripting for model calibration/automation Delivered quant libraries with minimal bugs and positive feedback from trading, structuring, and valuation control teams Experience with reserve methodology, model performanc...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...