422 Structured Products Jobs - Page 6

Assistant Vice President (Portfolio Management Group)-10+years-Hyderabad Summary Join a leading financial services and portfolio management firm, supporting global investment banks and private equity clients. This is a client-facing leadership role where you will be managing structured finance portfolios, mentoring teams, and delivering technology-enabled portfolio solutions across multiple asset classes. Location – Hyderabad, India Your Future Employer – A fast-growing financial services and technology firm providing portfolio management and analytics solutions for global banks, private equity funds, and structured credit investors. Responsibilities – Collaborating with global clients to mo...

Company Profile As part of the Equentis Group , weve been at the forefront of the investment industry with a sharp focus on Indian equity markets since 2009 . Over the years, we’ve built a strong reputation as India’s first online non-discretionary equity advisory company , delivering tailored research reports to clients. Backed by SEBI regulations and powered by a passionate team of professionals in financial markets, equity research, and technology , we continue to create value for our clients by blending expert insights with innovative solutions . Locations: Mumbai – Lower Parel | Bangalore – Koramangala Position: PMS Sales Manager We are looking for a dynamic and driven professional to j...

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

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

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)...

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 again...

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

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

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

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

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

Location - Bangalore / Hyd / Delhi / Mumbai Experience - 8 + years in banking handling HNI Clients Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in sha...

Role & responsibilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise ...

The role involves supporting Derivative trade confirmation functions covering all asset class. The role in a Risk Analyst/ Senior risk analyst position is with OTC Derivatives Drafting Team with an objective to look after production of documentation for OTC traded by Investment bank for various asset classes. Drafting team is responsible for the Affirmation, Drafting, Chasing, Indexing and Execution of Confirmations arising from the OTC trading of financial derivatives, in line with International Swaps and Derivatives Association (ISDA) regulations. It ensures that the trade representation in the confirmation matches banks internal risk bookings. The team has a high focus on accurate and tim...

The role involves supporting Derivative trade confirmation functions covering all asset class. The role in a Risk Analyst/ Senior risk analyst position is with OTC Derivatives Drafting Team with an objective to look after production of documentation for OTC traded by Investment bank for various asset classes. Drafting team is responsible for the Affirmation, Drafting, Chasing, Indexing and Execution of Confirmations arising from the OTC trading of financial derivatives, in line with International Swaps and Derivatives Association (ISDA) regulations. It ensures that the trade representation in the confirmation matches banks internal risk bookings. The team has a high focus on accurate and tim...

The role involves supporting Derivative trade confirmation functions covering all asset class. The role in a Risk Analyst/ Senior risk analyst position is with OTC Derivatives Drafting Team with an objective to look after production of documentation for OTC traded by Investment bank for various asset classes. Drafting team is responsible for the Affirmation, Drafting, Chasing, Indexing and Execution of Confirmations arising from the OTC trading of financial derivatives, in line with International Swaps and Derivatives Association (ISDA) regulations. It ensures that the trade representation in the confirmation matches banks internal risk bookings. The team has a high focus on accurate and tim...

Role Overview: As the Valuation Risk Head of Mumbai Valuation Risk & Policy Team at Deutsche Bank, you will be responsible for leading the Mumbai VRP team in managing policies, frameworks, methods, and expert judgments related to the valuation of the Bank's trading portfolios. You will collaborate with various teams to drive the valuation process, provide technical support, and represent the Unit towards internal and external stakeholders. Key Responsibilities: - Define the people strategy for the VRP Mumbai team, including management, recruiting, retention, and implementation of measures to operate within relevant scorecard metrics. - Oversee the development and enhancement of Independent P...

As a member of the Sberbank Branch in India, your role involves developing a strategy for the Indian market within the Global markets division. You will be responsible for assuming the Sales for Global markets product functionality and conducting negotiations with clients/counterparties for trades to enable the bank to tactically invest/hedge across various platforms while focusing on risk-adjusted returns. Your responsibilities will include: - Developing a strategy for the Indian market within the Global markets division - Conducting negotiations with clients/counterparties for trades - Exploring avenues via Gift City or Interbank Market on a back-to-back basis - Assisting foreign portfolio...

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Job Description As an Investment Products Specialist for the Structured Products business, your role will involve: - Conducting research and analysis on various investment products within the Structured Products category - Collaborating with the sales and marketing teams to create effective strategies for promoting and selling Structured Products - Providing expert advice to clients on the features and benefits of different Structured Products - Monitoring market trends and competitor activities to stay informed about the latest developments in the industry - Developing and maintaining relationships with key stakeholders in the investment community Qualifications Required: - Bachelor's degre...

Role & responsibilities Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity and currency. Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance. Preferred candidate profile 1-6 Years (Lead generation role) Pre. Industry - Wealth Management Companies

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Team Lead: Pairing, Matching & Assurance (Regulatory Trade Reporting) We are seeking an experienced Subject Matter Expert (SME) to lead a critical engagement. The role requires deep expertise in regulatory trade reporting processes—specifically pairing, matching, and assurance (PMA). The SME will be responsible for conducting an “as-is” process review, identifying gaps, and delivering a comprehensive business review document with solutions, remediation strategies, and implementation plans that align with industry best practices and regulatory expectations. Key Responsibilities Lead the end-to-end assessment of trade reporting processes (pairing, matching, assurance) for multiple regulatory r...

Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings & achieve business target. Interested can share Resume on HR 6352492572