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5.0 - 8.0 years
10 - 20 Lacs
Mumbai
Work from Office
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. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ 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 - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.
Posted 1 month ago
5.0 - 8.0 years
8 - 10 Lacs
Navi Mumbai
Work from Office
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. Candidate Profile : 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC 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
Posted 1 month ago
5.0 - 8.0 years
10 - 20 Lacs
Chandigarh, Navi Mumbai, New Delhi
Work from Office
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. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ 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 - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.
Posted 1 month ago
4.0 - 8.0 years
6 - 10 Lacs
Bengaluru
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you / Qualifications: Education and Knowledge : Bachelor and / or a Master degree in Finance, Engineering, Economics or equivalents; Participating in CFA / FRM programs would be considered an advantage; Sound understanding of risk measurement concepts such as VaR, Sensitivity and Stress testing; Extensive knowledge of financial instruments and their pricing methodology (equities, bonds, derivatives, structured products); Knowledge of MSCI Risk Metrics, Bloomberg or other data providers would be considered an advantage; Knowledge of VBA would be an advantage. Working Experience Prior experience as a risk manager or in a similar role; Experience with data quality checks and data manipulation in relation to financial assets. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 month ago
5.0 - 8.0 years
10 - 20 Lacs
Thane
Work from Office
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. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ 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.
Posted 1 month ago
4.0 - 6.0 years
12 - 16 Lacs
Surat
Work from Office
1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) 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. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location: Bengaluru,Hyderabad,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum
Posted 1 month ago
2.0 - 3.0 years
4 - 6 Lacs
Surat
Work from Office
Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) 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. 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, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur
Posted 1 month ago
4.0 - 7.0 years
4 - 7 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Prepare to gain a comprehensive understanding of the life cycle of a trade by interacting with traders, strategists, sales, and structurers in addition to middle office, legal, product control and documentation teams in order to work toward the shared goal of risk mitigation Partner with a team of product experts to review all economic aspects of derivative trades while gaining strong exotic derivatives knowledge and financial risk awareness Showcase your attention to detail by ensuring all trade economics, pay-off profiles and pricing factors are correctly captured in the risk management system Use your inquisitive mind set to identify control weaknesses with respect to booking methodology as well as discrepancies in the legal documentation Leverage your quantitative skills to deconstruct complex structured payoffs and propose creative, robust booking solutions Work in a strong team setting to develop a deeper understanding of complex transactions and work with our business partners to automate and improve our existing processes BASIC QUALIFICATIONS Bachelor s degree with 4-7 years of experience in financial services Proven analytical skill, problem solving ability and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational and communication skills and the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment PREFERRED QUALIFICATIONS Quantitative educational background. Prior experience working with Structured Products Pursuing CFA/FRM
Posted 1 month ago
3.0 - 8.0 years
20 - 25 Lacs
Chennai
Work from Office
Derivia Intelligence is seeking a Sub-Editor to join our growing editorial team in Chennai, India. In this role, the ideal candidate will play a crucial part in upholding the highest standards of editorial excellence across our market coverage on structured products and futures and options for Structured Retail Products (SRP) and Futures & Options World (FOW). The Sub-Editor will have exceptional editorial judgment, meticulous attention to detail and a proven ability to edit, fact-check and refine copy for accuracy, clarity and impact. This is a hybrid role, with a mix of remote and in-office work. Edit and proofread content to remove spelling and grammatical errors and ensure clarity, consistency and adherence to house style and editorial guidelines. Fact-check and verify sources to maintain accuracy, journalistic integrity, and regulatory compliance. Refine copy to enhance readability, flow, and overall impact. Collaborate with editors and analysts, providing constructive feedback to strengthen content. Publish insights and manage content using the companys content management system (CMS). Monitor market developments and help prioritize market-moving insights under tight deadlines. Contribute to company initiatives and projects as needed. Work closely with the Chief Product Officer to ensure content aligns with product vision and strategic objectives. Collaborate with the editorial team to ensure content accuracy, quality, and consistency through feedback and revisions. Coordinate with the data and research teams to validate data sources, ensuring all information is timely, reliable, and accurate. Maintain consistent communication with internal cross-functional teams to ensure content remains relevant, accurate, and aligned with business goals. Your decisions and suggestions should consider the impact on the other areas of the company and you should be aware of the impacts (both positive and negative) that it may have on those departments . KNOWLEDGE, EXPERIENCE AND SKILLS Minimum three years of experience in financial journalism, business news editing, or related field. Demonstrated understanding of financial markets, instruments, and terminology. Knowledge of structured products and futures and options is a plus. Proven editing and proofreading skills with meticulous attention to spelling, grammar, and style. Ability to fact-check and verify sources to ensure accuracy and compliance. Excellent communication skills with the ability to provide constructive feedback and enhance content quality. Strong time management skills to prioritize market-moving insights under tight deadlines. Experience with content management systems (CMS) for publishing and managing stories. bachelors degree in a related field. Detail-oriented to ensure clarity, consistency, and accuracy across all content. Strong editorial judgment with the ability to refine, fact-check, and enhance market insights. Process-driven to adhere to house style and editorial standards. Resilient and adaptable, balancing multiple edits, deadlines, and shifting priorities. Collaborative and constructive, providing clear feedback to writers and analysts. Self-motivated and capable of working independently while also collaborating seamlessly with colleagues across time zones. Flexible in meeting tight deadlines, including working late-night shifts when required. Intellectually curious and proactive with a keen interest in global market trends and financial developments.
Posted 1 month ago
5.0 - 10.0 years
8 - 18 Lacs
Chennai
Work from Office
We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Chennai location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .
Posted 1 month ago
5.0 - 10.0 years
8 - 18 Lacs
Vadodara
Work from Office
We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Vadodara location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .
Posted 1 month ago
5.0 - 10.0 years
8 - 18 Lacs
Kolkata
Work from Office
We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Kolkata location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .
Posted 1 month ago
5.0 - 10.0 years
8 - 18 Lacs
Nagpur
Work from Office
We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .
Posted 1 month ago
7.0 - 12.0 years
70 - 75 Lacs
Kolkata, Mumbai, Bengaluru
Work from Office
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 customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Location:Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products.
Posted 1 month ago
2.0 - 3.0 years
7 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
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. 8) Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore
Posted 1 month ago
7.0 - 12.0 years
50 - 55 Lacs
Kolkata, Ahmedabad, Surat
Work from Office
VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory 1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location- Kolkata,Ahmedabad,Surat,Mumbai,Bengaluru,Hyderabad,Chennai, Pune,Jaipur, Telangana, Delhi, Vadodra
Posted 1 month ago
1.0 - 3.0 years
9 - 13 Lacs
Mumbai, Chennai, Jaipur
Work from Office
1) The candidate will be responsible for 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 key retail 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) Keping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 1 year to 2.5 years in Full Service Broking Firm Acquisition of Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Rajasthan , Delhi, Ahemdabad, Jaipur, Mumbai, Chennai, Kolkata, Bengaluru, Hyderabad, Pune, Lucknow
Posted 1 month ago
8.0 - 13.0 years
6 - 7 Lacs
Kolkata
Work from Office
Product: Tata Structura Location: Kolkata JD- Identify potential clients within the steel fabrication industry Sales Pipeline Management Proposal and Bid Management Contract Negotiation Market Research and Analysis Sales Presentations Required Candidate profile Education:- Graduate/ MBA Marketing Experience:- Min. 8 to 10 Years experience [Piping, Steel Fabrication Industry Exp. Preferable] CONTACT:- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global
Posted 1 month ago
3.0 - 5.0 years
3 - 7 Lacs
Chennai
Work from Office
Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR). Some experience in quantitative models and methods. Strong technical expertise in Excel and Bloomberg. BS or MS in Finance / Financial Engineering Strong communication skills, both verbally and written. Proven ability to multi task in support of multiple processes.Position and responsibilities Analyze risk position data validation, calculation & reporting of market risk exposures and metrics. Communicate with clients in support of daily market risk analytics and reporting. Support sales by responding to client questions during the trial period, implementation and on-going.Mandatory Skills: Market risk,quantitative,python,Dv01,Var** work from home option is available
Posted 1 month ago
3.0 - 8.0 years
5 - 8 Lacs
Chennai
Work from Office
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).
Posted 1 month ago
7.0 - 12.0 years
8 - 12 Lacs
Hyderabad, Bengaluru
Work from Office
Responsible for gathering assets for IP such as mutual funds, PMS, AIF. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Ensure all clients are met on a regular basis.
Posted 1 month ago
1.0 - 7.0 years
5 - 9 Lacs
Kochi, Kolkata, Mumbai
Work from Office
BUSINESS DEVELOPMENT Prospect acquire new client relationship (UHNIs, family offices, corporates) through various channels 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 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 client servicing team. A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising with the support of research analysts and CIO for bespoke requests. Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Have successfully build and generated new business across a large set of client base Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention RESEARCH AND 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 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 to ensure all activities are in adherence as per Compliance framework NISM Certification Team player Good interpersonal communication skills
Posted 1 month ago
3.0 - 5.0 years
5 - 8 Lacs
Chennai
Work from Office
Job Information Job Opening ID ZR_2032_JOB Date Opened 27/10/2023 Industry Technology Job Type Work Experience 3-5 years Job Title Market Risk City Chennai Province Tamil Nadu Country India Postal Code 600001 Number of Positions 4 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). check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested
Posted 1 month ago
3.0 - 5.0 years
3 - 7 Lacs
Chennai
Work from Office
Job Information Job Opening ID ZR_2127_JOB Date Opened 05/03/2024 Industry Technology Job Type Work Experience 3-5 years Job Title Market Risk Analyst City Chennai Province Tamil Nadu Country India Postal Code 600005 Number of Positions 5 Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR). Some experience in quantitative models and methods. Strong technical expertise in Excel and Bloomberg. BS or MS in Finance / Financial Engineering Strong communication skills, both verbally and written. Proven ability to multi task in support of multiple processes.Position and responsibilities Analyze risk position data validation, calculation & reporting of market risk exposures and metrics. Communicate with clients in support of daily market risk analytics and reporting. Support sales by responding to client questions during the trial period, implementation and on-going.Mandatory Skills: Market risk,quantitative,python,Dv01,Var** work from home option is available check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested
Posted 1 month ago
3.0 - 7.0 years
8 - 14 Lacs
Bengaluru
Remote
• Build & manage relationship with UHNIs, Family Offices, & treasuries • Represent at events & networking platforms • Identify new leads & drive regional business growth for product offerings • Liaison with clients for compliance & service needs Required Candidate profile • Exp. in client relationship within asset management, private wealth or investment advisory • Exposure to PMS, AIFs, or MF platform preferred & work with marketing/strategy team for outreach campaign
Posted 1 month ago
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