165 Structured Products Jobs - Page 4

Company Overview With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we're only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieveRead on. Here, we know that you're more than your work. That's why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose "” a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you're passionate about our purpose "” people "”then we can't wait to support whatever gives you purpose. We're united by purpose, inspired by you. As a Customer Service Coordinator, you will play a vital role between our Global Support team and our customers. This position involves high-volume and high-pace case/ticket creation and routing, maintaining customer data integrity while having an empathetic customer service approach.Growth and Development Opportunities:At UKG, we prioritize your professional growth and development. Our onboarding journey includes a paid training and mentoring program, equipping you with the necessary tools and skills for success. We are committed to your continuous development, offering timely training for skill enhancement and supporting your career advancement goals.Job Responsibilities: Serve as the first point of contact for our customers answering inbound calls with enthusiasm and confidence. Maintain a high-level understanding of the extensive UKG product suite Create and dispatch cases/tickets to the appropriate queue Confirm and/or update customer contact information accurately Monitor the customer self-ticket creation queue and provide timely assistance Collaborate across teams to on-call technicians for urgent customer issues Adhere to standard operating procedures and policies Participate in assigned project work as necessaryRequired Qualifications: Proficient in English, with strong verbal and written communication skills. Ability to multitask and achieve goals in a fast-paced, metrics-driven environment. 1-3 years of customer service experience. Highly motivated and team-oriented Prior inbound phone support Bachelor's degree requiredBCom, BA, BSc Where we're going UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it's our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow! in the Application and Interview Process UKGCareers@ukg.com

Minimum 4+ years’ experience as a TAP WUI or GUI SME with a large organization. Minimum 4+ years of non-TAP experience, preferably in Wealth Management, acting as BA Lead for at least 2 years. Strong analysis skills with wealth expertise, possessing significant work experience and in-depth knowledge of wealth products like securities, Bonds, Mutual Funds, Structured Products, Derivatives, Forex, forwards, spots etc. Understand the Wealth Management and Private Banking business and eco system – Custodian, Depository, Broker, Registrar etc Experience preparing good quality Functional Design/Technical specifications/Test cases. Familiarity with Agile, Scrum in particular and the use of Jira. Able to work as Team player as well as independently without any supervision. Primary Skills Minimum 10+ years’ experience as a TAP WUI or GUI SME with a large organisation. Minimum 5+ years of non-TAP experience, preferably in Wealth Management, acting as BA Lead for at least 2 years. Strong analysis skills with wealth expertise, possessing significant work experience and in-depth knowledge of wealth products like securities, Bonds, Mutual Funds, Structured Products, Derivatives, Forex, forwards, spots etc. Understand the Wealth Management and Private Banking business and eco system – Custodian, Depository, Broker, Registrar etc Experience preparing good quality Functional Design/Technical specifications/Test cases. Familiarity with Agile, Scrum in particular and the use of Jira. Able to work as Team player as well as independently without any supervision. Soft Skills: Client facing Confident and articulate Excellent analytical and problem-solving skills Able to build relationship with business stakeholders and other team members Ability to lead a team

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

Dear Applicants, Greetings from Teamware Solutions! Position: RSP Governance Experience: 1-4 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners - 15 Days only Interested candidates can apply to the given Email ID: srividhya.g @twsol.com Job Description: - The role is based out of Mumbai and requires working with the Governance and the COO team. The role will require generating reports, aggregating, and updating/ maintaining various data sets from multiple sources for the business. The job will involve producing management material to analyze trends and activity. Interaction will also be expected with Sales, TMG, Finance, Operations, Legal, Non-Market Risk, and COO teams. Prepare material for RSP Governance meeting in various regions while ensuring as much consistency as possible across. Track and report on RSP on-boarding and distributor periodic review metrics for all regions. Responsible for RSP Policies and procedures centralization and maintenance Gathering data for, and preparing, charts, metrics, and presentations to illustrate the performance of the Structured Products business. Create various quarterly and monthly reporting packs, including consulting with multiple data sources and teams for Senior Management Assisting with operations-related matters and other adhoc and regular requests Liaising with internal stakeholders in relation to all the above Skills required (essential) The basic skills required for the role are the ability to learn quickly how to navigate databases, analyze data from these confidently in Excel and respond to requests promptly. Skill set required: We are looking for a confident and outgoing person, who has exceptional attention to detail and is proactive in taking initiative. Successful candidates will have a proven work experience analyzing data. 1. Graduate (BCOM/BMS) with 1-4 years of experience. 2. Excellent written & spoken English; Excellent business writing skills. 3. Excellent telephone skills (regular phone contact with teams required) 4. Advanced knowledge and extensive hands-on experience with Microsoft Office -Excel, PowerPoint and Word. 5. Familiarity with databases, and the ability to analyze data confidently. 6. Strong analytical skills, Attention to detail, Team oriented and Problem-solving skills. 7. Knowledge and experience in the Finance industry would be an added advantage.

EMEA Structured Products & ETPs Location: Mumbai (Hybrid) Shift: 1:30 PM 10:30 PM IST Experience: 1-3 Years Responsibilities: Maintain electronic trade documents and folders. Update Excel trackers and trade information. Assist with documentation related to structured products and ETPs. Manage notifications and update online portals. Handle operations-related tasks and ad-hoc requests. Liaise with internal and external stakeholders. Skills Required: Graduate/MBA with 1-3 years of experience. Excellent verbal and written communication skills. Proficient in English. Advanced Excel skills. High attention to detail. Organized, proactive, and self-sufficient. Good to Have: Knowledge of Derivatives and Structured Products. Additional Details: Work Format: Hybrid Notice Period: Immediate to 30 days max Apply now to saikeertana.r@twsol.com and be a part of our dynamic team!

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company'

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross – sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company'

Join us as a Transaction Management Analyst We ll look to you to support the middle office for the Treasury business covering term funding and capital raising, FX and interest rate risk management, and liquidity portfolio management Acting as the liaison between front office and other support areas, you ll monitor workflow queues to ensure day one accuracy, and maintain the integrity of all underlying assets, trade bookings, structure maintenance, and appropriate reconciliations You ll calculate a daily volatility buffer and liaise with the collateral management team to independently verify the margin calls Were offering this role at associate level What youll do As a Transaction Management Analyst, you ll work on the trade validation of vanilla and exotic derivative products and support the trading activity of derivative transactions relating to secured funding. This will include the maintenance and development of the volatility buffer calculation. You ll ensure the accuracy of all components of new and existing transactions across internal systems and manage all medium-term notes across various programmes through their life cycle. You ll also control the event management process, including rate resets, coupons, calls, triggers, and early redemptions. You ll deal with any transaction related queries originating from front office, client services, and other support areas. You ll also maintain procedure manuals and daily process checklists and you ll produce daily control dashboard reporting for transaction control and front office management. In addition, you ll: Contribute to continuous process improvements and strategic projects relating to structured transactions and provide support for the implementation and development of a global support model Ensure the accuracy of all components of new and existing transactions across internal systems and maintain an understanding of the cash flows of the business, ensuring accurate funding on a daily basis Liaise with colleagues across other teams and functions to facilitate continuous process improvements and strategic projects relating to structured transactions Ensure all reconciliations and reports are complete and signed off on a timely basis, such as internal deals, exercise reports, and corporate actions Maintain knowledge of the front to back operations process, including the key elements of settlements, finance, and risk Assist in the development of the control environment within the structured products support team and with system development testing The skills youll need To succeed in this role, you ll need knowledge of treasury and rates products, such as FX, money market, and derivative products and experience of working in a derivatives middle office, trade support, or control role. You ll also have an understanding of the functions performed by other support areas. As well as this, we re looking for: Good Excel skills Strong communication skills The ability to work under pressure and to tight deadlines in a fast-paced environment Strong organisation and prioritisation skills Experience of working in environments of continuous improvement Hours 45 Job Posting Closing Date: 30/06/2025

About this role Technology & Operations Global Accounting and Product Services: Alternatives Operations supports BlackRock Alternatives and over $140B of assets globally. BlackRock Alternatives takes a dynamic approach to alternative investments, creating investment vehicles that increasingly capitalize on evolving opportunities in fast-changing markets. We offer clients strategies designed to provide returns with low correlations to the broad equity and bond markets, including private equity, real estate equity and debt, hedge funds of funds, single strategy hedge funds, long-only absolute return strategies, commodities and structured products. Our alternative investment capabilities are fully integrated into BlackRock, allowing investment teams to capitalize on the firm s considerable resources in areas such as risk management, product development, client service and operational support. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. Team Overview We are looking to add a team member to our Global Alternative Transaction Services (GATS) team (Equity/Credit). The core focus of the team is to provide consistent data capture related to alternative products and investments, and dissemination of the data to various downstream consumers. The GATS team is responsible for settlements, amendments/restructures and documentation globally and strives for superior client service. The team oversees, initiates and creates processes for new/non-standard transactions. Role Responsibility Technical Expertise: Credit: Demonstrate product and functional knowledge of the syndicated loan and privates market to communicate with the business, trading counterparties and large/sensitive clients. Preferably 1-2 years of understanding the intricacies of the loan market and documentation driven transactions. Ability to interpret legal documentation and translate in the simplest terms Support the settlement process of loan syndications, secondary loan trades, CLO s, restructures, privates, infrastructure debt, renewable power, direct lending and trade claims including funding and documentation matters. Work with Custodians on timely funding/receipt of wires and delivery of physical certificates. Liaise with Administrative Agents, Borrowers and Legal with regards to KYC documentation, including administrative details, tax and fund formation documents. Solid understanding of the maintenance and distribution of loan documentation inclusive of private and public amendments/ restructures and voting requirements with settled and trade date positions. Private Equity Provide onboarding support for the data capture of alternative products and investment types, which includes sourcing data from legal documents and received from third parties, and coordinating input of data into internal systems. Assist in the design of the onboarding of alternative products and investments process, including design of investment/trade, cash management, valuation, PnL recognition and reconciliation processes and related system implementation. Assist in trading support and execution functions for private investment funds, including monitoring internal and external teams to ensure accurate and timely execution. Work with external service providers, internal team members and other BlackRock groups to transmit and receive product and asset related data, and resolve operational issues, as identified; Prepare process documentation and controls for the team s core responsibilities, and ensure they are updated and reviewed regularly. Participate in other group projects and initiatives. Experience The ideal candidate will have 2-5 years experience in the fields of finance, operations, accounting and/or administration with a focus on Loan Instruments. A master s degree in accounting or finance is preferred. In addition, we are looking for the following qualifications: Proficient in the financial industry in particular Fixed Income, Equity, Privates and Syndicated Loan Instruments Excellent communication and client service skills. Strong performer in a high pace environment with high volume and high-risk transactions with a low tolerance for error. Work independently or in a team environment and proactively assume additional responsibilities. Able to work in a dynamic team environment with diverse approaches and thinking styles. Highly proficient in Excel and MS application skills Technology focused with a think creatively mentality Knowledge of trading instruments and the settlement mechanics Strong analytical and organizational skills Financial degree required Flexible work hours Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Trade Solutions (GTS) Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we re placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners. We connect the world through trade. As global connectors our footprint gives clients access to 89% of world trade flows providing a powerful mixture of local, regional, and global knowledge to help them spot new growth opportunities. We are innovative problem solvers that provide a safer, smoother digital trade experience with expert help to clients solve business challenges through innovative solutions and strategic partners through growth, disruption, or uncertainty, we bring them insights and ideas to enable grow and protect their business. Our comprehensive suite of products and services can be combined into global solutions that help make it easier for businesses to manage trade risk, process trade transactions, and fund trade activities. We are currently seeking an experienced individual to join our team as Head of GTS Product Risk, South Asia. Role Purpose HSBC is the world s largest Trade and Receivable Finance organisation in the world, offering a comprehensive range of forward-thinking open account supply chain and traditional trade solutions. The bank has been recognised by the industry s most prominent publications and associations for its strength in combining innovation and service excellence with its end-to-end customer solutions (voted the Best Trade Bank by our clients for seven consecutive years). HSBC GTS is a global core product and solutions capability for clients in the market. We are currently seeking an experienced individual to join GTS in this Product Risk role. The role will be based in India reporting functionally to the Regional Head of GTS Product Risk and on an Entity basis to the Head of GTS, South Asia . Key responsibilities include: This is a key role in GTS South Asia region, with key responsibility for India and oversight for Bangladesh, Sri Lanka and Mauritius. The role holder will be the first port of call for all first line risk management matters in GTS for India managing all financial and non-financial risk issues. This includes but is not limited to the business-operated controls which mitigate credit risk, and the key non-financial risks (financial crime, regulatory risk, legal, resilience, people, model and accounting & tax risks). This is a key role requiring a strong risk background to effectively identify, manage and escalate on risk issues and ensure implementation of Global FIM, GOPs whilst operating in a regulated and evolving environment. The role holder will be critical in the embedment of a strong risk-aware culture, providing necessary guidance to in-country teams to effectively implement global policy and control points, ensure timely escalation on risk issues and gaps observed and develop an effective plan to address these risks and gaps. The role encompasses the management of all areas of GTS Product Risk including GTS Non-Financial Risk, Transaction Risk Management and Quality Assurance. The role will work with multiple departments and stakeholders within GTS and the wider CIB environment to deliver effective risk mitigation, and maximize portfolio returns across the GTS suite of products through management of risks and losses. The role will provide oversight of GTS facilities and leading both TRM and Controls Office. The role holder will be responsible for ensuring the alignment of portfolio risk appetite to the risk appetite of the business. This will be achieved through monitoring and periodic reporting of portfolio risk and key metrics to the regional Product Risk team and all relevant risk stewards highlighting key and material risks in the portfolio and follow through with actions to address any concerns raised on the portfolio. The role holder will contribute to development of new initiatives, new propositions and business plan in country, in collaboration with the regional team. Lead the end-to-end Operational Risk Programme in India and oversight of key risk issues in Bangladesh, Sri Lanka and Mauritius. Be a member of Regional GTS Product Risk leadership team and contribute to the development of Product Risk s function and achievement of its strategic aims. Requirements Minimum Graduation or as required for the role, whichever is higher Strong trade background preferred, and broader trade experience and knowledge including excellent FCC knowledge. Proven track record in risk management with specialisms in at least one of operational risk management or credit risk, preferably on structured products. Experience in building a strong risk culture in a business, leading risk specialists to effectively implement Global policy. Strong stakeholder management skills. Experience in team building and managing a wide range of projects. Open personality with effective communication skills. Strong written and presentational skills. Ability to adapt and lead team through changing environment. Effectively solve problems that cross different risk disciplines and involving multiple teams. Demonstrate strong decision-making capability and be able to protect and enhance HSBC values, reputation and business. Ability to work with large amounts of data with ability to interpret and summarise meaningfully for Executive Management. Able to cope with pressure and tight deadlines and be change-oriented. Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Managing Wealth Products- MFs, PMS & AIF along with Cross sales. Brining in HNI & UHNI Clients for investment products

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi

ISS STOXX is looking for a Senior Platform Engineer to join our team in Mumbai, India. Overview: We are looking for a talent to bring to develop and deploy our cutting-edge financial intelligence platform. In this role, you will leverage your innovative mindset to contribute to the implementation, operation and optimization of our platform infrastructure, ensuring its ability to deliver efficient and reliable data services to our global client base. As a member of technical team, you will collaborate with cross-functional peers and stakeholders to drive continuous improvement initiatives and ensure our platform remains at the forefront of investment management technology. Responsibilities: Contribute to the development and operation of STOXXs GCP platform infrastructure Ensure the platforms scalability, reliability, and efficiency meet business and client needs Build and support a robust CI/CD pipeline and observability stack Collaborate with cross-functional teams to implement the platform roadmap Drive continuous improvement initiatives to enhance pipeline performance and customer satisfaction Keep abreast of emerging trends and technologies in cloud management and operation Act as a mentor for less-experienced team members Provide technical leadership in Platform Engineering, Cloud Security and SRE Requirement: 5+ years experience in platform engineering, with a focus on cloud solutions and implementations Experience with the development and deployment of large-scale, complex technology platforms Advanced knowledge of GCP products across database, serverless, containerization and API Experienced in designing and implementing DevOps practices Experience coaching and mentoring high-performing teams Pragmatic experience using agile to deliver incremental value Experience working in a global or multinational team setting Strong communication and collaboration skills Proven ability to drive innovation and continuous improvement initiatives Focus on simplicity, automation and observability Bachelors or Masters degree in Computer Science or related field Expertise in Terraform, Python, GitHub Actions, Apigee, Airflow #SENIORASSOCIATE #LI-IS1 #STOXX What You Can Expect from Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let s empower, collaborate, and inspire. Let s be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche B rse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders benefit. STOXX and DAX indices comprise a global and comprehensive family of more than 17,000 strictly rules -based and transparent indices. Best known for the leading European equity indices EURO STOXX 50 , STOXX Europe 600 and DAX , the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world , regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products, and passively managed investment funds. STOXX Ltd., part of the ISS STOXX group of companies, is the administrator of the STOXX and DAX indices under the European Benchmark Regulation. Visit our website: https://www.issgovernance.com View additional open roles: https: / / www.issgovernance.com / join-the-iss-team / .

Client Acquisition & ManagementInvestment Advisory & Portfolio ManagementBusiness Development & GrowthAdvise clients on investment opportunities across asset classes, including NCDs, equity, MFs, corporate Fds and have good network with IAFs. Required Candidate profile 2 years in HNI sales & relationship management from BFSI sector Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking. Perks and benefits Performance-driven culture with high incentives

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

ISS STOXX is growing! ISS STOXX is actively looking for an Index Specialist - ESG/Sustainability - Research & Development to Join the Mumbai Team (Goregaon East). Overview: ISS STOXX Group is a global index provider currently providing a cross-asset class index family of over 6,500 indices. The ISS STOXX Group is at the forefront of innovative Index design, continuously expanding its portfolio of sustainable and multi-asset class indices and operates on a global level. The indices are licensed to the worlds largest issuers of financial products, Asset owners and managers as well as to more than 500 companies around the world. Our Indices are used as the portfolio basis for ETFs, UCITS-compliant funds, Structured Products, futures, and options and for risk and performance measurement. The successful candidate will be part of a global, dynamic and inclusive research team that are responsible for index research and design, developing thought leadership in the sustainability investment space and creating competitive index solutions. Responsibilities: Develop tools and processes that facilitate the development of innovative passive quantitative strategies. Work closely with internal and external stakeholders. Qualification: Postgraduate level or above in Quantitative finance background. 2-5 years experience within financial markets Excellent technical skills in Python, SQL and data manipulation. Strong hands-on experience working with GCP. Good communication, writing and presentation skills, including the ability to convey technical concepts to a wide range of audiences, are advantageous. Nice to have: Experiences working with ESG, Climate, or Sustainability data, either in an industry role or in a research setting. #ASSOCIATE #STOXX #LI-RG1 What You Can Expect from Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let s empower, collaborate, and inspire. Let s be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche B rse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders benefit. STOXX and DAX indices comprise a global and comprehensive family of more than 17,000 strictly rules -based and transparent indices. Best known for the leading European equity indices EURO STOXX 50 , STOXX Europe 600 and DAX , the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world , regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products, and passively managed investment funds. STOXX Ltd., part of the ISS STOXX group of companies, is the administrator of the STOXX and DAX indices under the European Benchmark Regulation. Visit our website: https://www.issgovernance.com View additional open roles: https: / / www.issgovernance.com / join-the-iss-team / .

Join us as a Business Controls Partner, Market Abuse, VP Partnering with our business and Risk function, you ll identify, assess, and manage the risks within the agreed risk appetite You ll lead and inspire a team of business and customer control partners to make sure objectives are achieved, deliver a robust risk governance framework, and escalate emerging risks in a timely manner The work you do will make a vital contribution to a generative culture of risk awareness as you ll recommend solutions to operations risk issues within the businesses We re offering this role at vice president level What youll do As a Business Controls Partner, you ll drive, embed, and maintain a strong risk awareness across the business. This will involve the prioritisation, design, and implementation of our operational risk principles and ensuring we re compliant with the various policies and statutory requirements. You ll implement and embed a robust governance framework that engages all relevant stakeholders to enable effective decision making and make sure that all aspects of risk management are delivered. You ll also manage the interface between the business, internal audit, the second line of defence, and other critical functions, as well as the wider risk and controls teams. You ll also deliver an evidentially high level of assurance, to the satisfaction of senior stake holders, in the trade prices the bank has given to customers, as well as the methodologies used, by utilising expert product knowledge to critically analyse their level & construction, as well as confidently escalating, evidencing & discussing potential issues to senior staff. You ll also: Lead the delivery and interpretation of risk MI and risk reports into the business, working collaboratively to develop effective action plans for the resolution of issues Lead the assessment and reporting of the business-wide governance framework, supporting functional risk management and governance requirements, and supporting the preparation of control environment certificates Lead the business-wide risk and controls assessment of processes and infrastructure, and champion and role model the oversight and implementation of policies Lead the assessment of changing risks associated with change programmes and upstream regulatory risks, building frameworks and embedding in the business where required Deputise for other management and business partners when necessary Create a culture of continuous improvement, increasing efficiency and productivity through great people leadership, coaching, engagement and development of skills Support change initiatives across the business, ensuring upstream risks and support the assessment of the impact of regulation changes, developing and delivering Responsible for the analysis of risk reporting and metrics used to inform decision making Educate teams on the operational risk framework and our conduct risk obligations, supporting the business in operating and embedding them The skills youll need To succeed in this role, you ll need a risk management or regulatory background, project management skills involving complex people, process, and technology issues, and an understanding of our operating processes. Along with a proven understanding and experience of risk management principles, you ll have well-developed knowledge of our businesses and associated products, processes, and technologies. We re also looking for: Strong senior stakeholder management skills and the ability to build a network of contacts A clear track record of delivery Excellent written and verbal communication skills Influencing and conflict resolution skills, with the ability to view the impact of issues from a wide perspective The ability to think creatively when resolving problems and identify alternatives where established procedures may not exist Demonstrable mathematical understanding of linear and non-linear pricing methodologies of some traded financial products, such as: Interest rate derivatives, Bonds & Repos, Forwards, Spot FX, FX Options, Structured Products, and/or Equity options Highly proficient in Excel Hours 45 Job Posting Closing Date: 23/06/2025

Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries ofscience and engineering to make possiblethe next generations of technology, join us to Make Possible a Better Future. What We Offer Location: Bangalore,IND At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. Were committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits . Youll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers.We empower our team to push the boundaries of what is possiblewhile learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied. Summary Demonstrates higher level knowledge and skills within own discipline. Solves varied and moderately complex problems. Exhibits knowledge of the company, processes, and customers. Job Responsibilities Ability to analyze Customer requirements followed by conceptualization of design proposal. Verify design proposal through design calculations, tolerance stack-up analysis and optimizing the design of a part/module. Part design, Assembly/Kits design and release of drawings for Manufacturing using CAD tools. Develop detailed design layouts (assembly drawings) of sub-assemblies and review the design w.r.t manufacturability, assembly, maintenance & servicing. Develop manufacturing drawings, BOM with respect to concept design/customer specifications and manufacturing requirements per ASME Y14.5M-1994 standards. Review and validate Mfg.drawings for manufacturability including correctness of GD&T, material selection, secondary processes followed by release to manufacturing. Experience in handling NSRs (Non-Standard Requests) / NSOs (Non-System Orders) and associated business processes. Obtain design approval by coordinating with relevant stakeholders and until final approval. Perform technical reviewing of drawings w.r.t AMAT standards and procedures to meet the design intent. Create Engineering Change Orders for Part/Assembly/Option releases, revising drawings, ECO reviews through review process. Analyze supplier issues and respond in timely manner with appropriate solutions. OEM selection and classification as per Customer requirement. Skills required Proficient in UG-NXand Auto Cad Inventor CAD tools Extensive knowledge on Product Structure/BOM Management Expertise on GD&T, Design Calculations and Manufacturing drawing development. Demonstrated ability to write and close Engineering changer orders. Knowledge on PLM software like, TCE (Team Center Engineering), Wind chill. Demonstrated computer skills to include MS Office, Lotus Notes, Visio and/or other Software / systems. Functional Knowledge Demonstrates depth and/or breadth of expertise in own specialized discipline or field Leadership Leads functional projects/tasks with moderate resource requirements, risk, and/or complexity Problem Solving Leads others to solve complex problems; uses sophisticated analytical thought to exercise judgment and identify innovative solutions Impact Impacts the achievement of customer, operational, project or service objectives; work is guided by functional policies Interpersonal Skills Communicates difficult concepts and negotiates with others to adopt a different point of view Education Bachelors degree in Mechanical engineering with minimum 5 to 8 years experience in product design and development domain. Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Relocation Eligible: No Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.

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 Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

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

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

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 against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Note: 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

Relationship Managers Acquisition - Equity Broking & Investment Products 1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) 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. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum

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. Commodities Operations Team is responsible for ensuring the integrity and accuracy of risk undertaken by the Commodities 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 electroncially and on paper Settling trades YOUR IMPACT We are looking for a professional and dynamic individual with a strong interest in Commodities. The ideal candidate would be able to excel in a high-profile and fast paced team whose primary responsibilities include (i) partnering with the Commodities 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 commodities and derivative transactions Find and resolve booking discrepancies across complex derivative businesses Experience in Commodities 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 Commodities 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 At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world. 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 The Goldman Sachs Group, Inc., 2025. All rights reserved.