165 Structured Products Jobs - Page 6

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'

Credit Analyst Structured Finance Summary : An opportunity to work with a global analytics team supporting Structured Finance transactions (RMBS, ABS, CLOs, etc.) across EMEA and US regions. This role involves complex cash-flow modeling, transaction analysis, and supporting credit rating processes. Location : Pune, India Your Future Employer : A globally recognized leader in credit ratings and analytics, offering in-depth insights and decision-making support to clients worldwide. Responsibilities : Assist global analysts in analyzing and modeling Structured Finance transactions using tools like IMAKE, Intex, and Cashflow Evaluator. Build and maintain cash-flow models by interpreting Offering Circulars, Indentures, and Term Sheets. Script payment waterfalls and run scenario tests to validate legal and structural integrity. Troubleshoot model issues and ensure alignment with investor reports and servicer data. Stay updated with market developments and contribute to documentation, process enhancement, and analyst support. Requirements : 1–2 years of experience in Structured Finance (RMBS/ABS/CLOs preferred). MBA/PGDM in Finance or equivalent; CFA/FRM is an added advantage. Proficiency in financial modeling, scripting, and analytical tools. Strong communication skills with an eye for detail. Team player with the ability to work independently and meet tight deadlines. What is in it for you : Work on high-impact international deals and transactions. Opportunity to grow in a niche finance domain. Be part of a global analyst network. Continuous learning and development through global exposure. A collaborative and process-driven work environment. Reach us – If you feel this opportunity is well aligned with your career progression plans, please feel free to reach out to me with your updated profile at radhika.agrawal@crescendogroup.in Disclaimer – Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Note – We receive a lot of applications on a daily basis, so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated. Scammers can misuse Crescendo Global’s name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert! Profile Keywords : Crescendo Global, Jobs in Pune, Jobs for Credit Analyst, Structured Finance Jobs, RMBS, ABS, CLO Analyst, Cashflow Modeling, CFA Jobs, Financial Modeling, Securitization Jobs, Credit Research Jobs

The job involves conducting industry and financial research to support clients and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks. Projects may take couple of days to several weeks for completion. Key responsibilities involve: Build or assist in building and maintaining models to estimate granular, product level key performance metrics for Investment banks’ Financing products (e.g., Revenue, cost, Risk weighted assets) and create market size estimates for Investment and transaction banking financing and Private Credit products Organize, analyze, synthesize and summarise data and information using appropriate analytical methodologies and frameworks. Conduct quantitative analysis (statistical analysis, financial data analysis etc.) as necessary Model relationships between macroeconomic indicators and IB / Non IB performance metrics to arrive at forecasts/ estimates for the above KPIs Update and restructure models based on qualitative and quantitative information from Coalition contacts in the IB / Non IB industry Build and update sector databases in Excel and/or customized applications Explain, defend and customize Coalition analysis to support key client initiatives in IB strategy, sales franchise decision, investor communication and for senior management consumption Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g. on-line databases, internet, external researchers etc.). Utilize both secondary and primary research sources and techniques Assist clients and/or other research delivery team members in articulating and refining research requests and projects, while working on multiple projects Client interactions with mid-level clients through in-person meetings as well as regular interaction over emails Communicate research results through the creation of structured end-products (spreadsheets, reports, presentations etc.) Complete ad hoc research requests, knowledge building and business development projects as necessary Conduct regular workflow meetings with the in – house and onsite Account managers in London, New York and Singapore Manage and/ or work with an expanded team of analysts while working on multiple projects Ensure that the project is delivered on time and any delays are communicated on time Leading process improvement, skill development, technology/tool development initiatives Supervise the flow of day-to-day operations Mentor and train new research analysts Accomplishes team result by communicating job expectations, planning, monitoring and appraising job results Foster a cohesive, creative and comfortable working environment, mediating any personal issue within the team Delegate responsibilities and supervise the work of team members providing guidance and motivation to drive maximum performance Create performance benchmarks, i.e., quality and quantity benchmarks for Junior Associate, Senior and Junior Analysts in consultation with the Director REQUIRED EXPERIENCE AND SKILLS The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over five years of relevant experience: MBA or post graduate degree in business management, statistics, economics or similar analytical fields. Professional certifications like CFA, FRM, CAIA etc. would be an added advantage Must have at least 5 years of experience in managing a team size of 15+ Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative Ability to take decisions while working with unstructured and limited information Prior experience in financial research / analytics Sound knowledge of global capital markets products preferred A strong degree of independence and self-motivation Fluency in spoken and written English is essential Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred Knowledge of financial products related to investment banks People and Time Management skills Attention to detail and high level of accuracy

Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service.

Drive sales by acquiring HNWI/UHNWI clients and offering tailored investment solutions. Ensure portfolio performance, compliance, and exceptional client service across financial products.

Job Name PA (Private Banking): Relationship Manager Private Banking Group Job Purpose To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs55, 75 , 100 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RMAUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RMClient sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective (10%) Educational Qualifications (examples listed below)Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel

Position: Principal - Family Office Relationships (East & Central India) Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Head - Capital Partnerships and Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional LPs. Our platform includes: Artha Venture Fund (AVF) Artha Continuum Fund (ACF) Artha Select Fund Artha Quest Fund Artha Prime Fund We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply. Role Overview This is a Principal-level role focused on East and Central India , including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions. You will: Manage 200-300 UHNI and family office relationships across this geography. Build, retain, and grow capital allocations across Artha s platform. Act as a strategic advisor, not just a fundraiser advising on capital deployment, co-investments, structured products, and follow-ons. Own investor experience: reporting, engagement, retention, and referrals. This role is for a deeply trusted capital partner who has proven credibility in regional family office circles. What You Will Execute 1. Regional Capital Engagement Activate warm network across East and Central India. Execute disciplined investor qualification, engagement, and conversion. Pitch across venture, private equity, and structured capital strategies. 2. Relationship Management & Retention Serve as a single point of contact for investor questions, reviews, and decisions. Drive deep retention via consistent communication and relationship development. Coordinate investor briefings, events, and strategic touchpoints. 3. Strategic Advisory Offer capital guidance on AIFs, structured debt, and other alternative allocations. Act as an internal advocate for investor needs across Artha funds. 4. Reporting & Coordination Maintain CRM rigor and reporting hygiene. Interface with fund ops, legal, and leadership on investor delivery. Who You Are 10+ years in private wealth, family office, or capital advisory Based in or deeply networked across East and Central India Managing 100+ UHNI/family office relationships with proven allocation outcomes Known for capital discipline, clarity, and long-term trust relationships Able to advise on structured capital, alternatives, and multi-asset investment strategies Seeking a performance-linked platform where you are accountable for capital outcomes Compensation Structure 45,00,000 - Total compensation 36,00,000 - Fixed annual salary 4,00,000 - Retention bonus (paid annually) 5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule) Uncapped commission structure based on capital raised, retained, and expanded Performance bonus and discretionary carry (based on AUM-linked KPIs)

About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund updates effectively to investors. Provide on-ground market trends and industry dynamics to support strategic planning and decision-making within the organization Report directly to the Head of Institutional Sales. Location : Delhi / Bangalore - On-site (Work from Office) Required Skills and Experience: MBA/CA/CFA with 5 to 7+ years of experience in institutional sales within MFs, AIFs, or rating agency covering large to mid-market companies Strong network with Promoters, CIOs, CFOs, Heads of Treasury, and Family Office Principals. In-depth knowledge of fixed-income markets and financial sales experience. Excellent communication skills (written and verbal). Demonstrated ability to achieve extensive coverage, onboard investors (LPs), and drive results. Strong attention to detail, networking, and stakeholder management. Willingness to travel frequently. Work Environment: Entrepreneurial, founder-led setup defined by agility, speed, and innovation. Highly empowered and impactful role, central to Vivriti’s growth story. A young, vibrant, and talented team culture. Focus on hard work, ownership, and execution excellence. Teams you’ll collaborate with / Key Stakeholders you’ll engage with: In addition to the Sales team, you’ll closely collaborate with: Investment Team Product Team Investor Operations Legal & Compliance Why join us? A dynamic work environment fostering ownership and professional growth. Competitive compensation and performance-linked incentives. Flat culture, with direct access to the founding and leadership teams. A collaborative team of high-calibre professionals. Open-door culture and extensive learning opportunities

Relationship Manager -Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high-net-worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager -Private Wealth Location: Delhi, Bangalore About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager - Private Wealth Location: Mumbai, Delhi, Bangalore About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high-net-worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager - Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Derivia Intelligence Limited is the worlds leading provider of critical data and market intelligence for derivatives and complex financial instruments, including structured products, futures and options For over 25 years, our flagship businesses have been providing these specialised sectors with an unrivalled combination of incisive and timely data, analysis and events, Derivia Intelligence Limited is currently a unit of Delinian, a portfolio company of highly specialised global businesses, focused on critical insights into a broad range of markets Delinian is owned by the PE firm Epiris and the intention is for the Derivia Intelligence Limited business to be sold as a stand-alone business over the next few years, Diversity and belonging matter Our Employee Resource Groups and our working and social environments reflect and thrive on those values Given the importance we place on inclusion and diversity to our success, it is not by chance that Inclusion, Diversity and Well-being is the first of our five ESG focus areas, We believe in equality of opportunity and welcome applications from individuals, regardless of age, ethnicity, disability, gender identity, sex, sexual orientation, socio-economic background, religion and/or belief, or any other classification protected by applicable laws, If you are a person with a disability, please let us know if you need any help with the application or interview process, so we can make reasonable adjustments as best as possible If you would prefer to discuss this in confidence, please emailmeghna vyas@derivia,com JOB PURPOSE 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, KEY OBJECTIVES 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 company's content management system (CMS), Monitor market developments and help prioritize market-moving insights under tight deadlines, Contribute to company initiatives and projects as needed, KEY INTERFACES 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, ATTRIBUTES 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,

Management and oversight of trading and lending data for Mortgages and Structured Products, including data pipelines and database management, validation, and quality control Process and workflow automation to eliminate redundancies, reduce manual interventions and improve efficiency for the firm s trading and lending platforms Develop strategic reporting for trading desks and asset management across relevant products and asset classes Ensure end-to-end flow, accuracy, and completeness of data by partnering with Trading Desks, Asset Management, Engineering and Strats to understand business requirements and define strategic data models and systems Liaise with Controllers, Compliance, Risk and other divisions for regulatory and business important reporting through automated toolkits Translate business requirements into tangible solution specifications and high quality, on time deliverables Manage project timelines and completions for committed analytics, automation and reporting Reconcile data discrepancies and perform data reconciliations between external vendors and internal databases through analytics and research Skills / Experience 1-3 years of experience in data analysis, data modeling, RDBMS databases and ETL Strong academic background - 4-year related engineering background with a minimum 3.0 GPA equivalent. Experience with at least one programming language such as Java, Python etc preferred. Proficient in SQL and / or interacting with structured data Understanding of in industry standard data transformation and reporting tools such as Tableau, Qlikview, QlikSense, Alteryx, RapidMiner etc Solid analytical/logical mindset and attention to detail Strong communication skills (clear, concise, and confident) with the ability to manage internal and external relationships. Team-oriented with a strong sense of ownership and accountability Must know or be able to learn Excel to an advanced level Ability to prioritize workload, and work with Technology to help drive data smart solutions Good to have Knowledge and/or experience with Machine Learning preferred Understanding of databases, data models, and Extraction Transformation Load (ETL) processes preferred. Mortgage banking or other financial industry experience Understanding of structured finance, collateralized lending, fixed income, or related finance modeling concepts

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job 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 Funds Preferred 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

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Business Analyst Business: HSBC Global Private Banking Wealth Principal responsibilities Support the management of core business activities across Models, relating to: (1) Model Design, Development, Validation Implementation, (2) Model Portfolio, Risk Analytics Risk Mitigation, (3) Model Monitoring, Control, Standards Documentation, and (4) Model Governance across HSBC Group, Policy Regulatory Risk. The roleholder will be responsible for development of investment and wealth models - (i) designing and execution of product risk ratings for Mutual Funds, Bonds, Structured Products and Stocks. (ii) design and maintain the Strategic Asset Allocation (SAA) and Aladdin advisory model used for Advisory and Discretionary businesses. (iii) Help develop Artificial intelligence (AI) model applications for Global Private Banking Wealth business. (iv) Develop different propositions and client capabilities to support investing framework, margin trading, etc. As an expert in investment product risk, they will also provide key enhancements into designing future state methodologies for investment models. Optimise Expected Credit Losses (ECL) and Risk Weighted Assets (RWAs) Work across Global Private Banking to effectively manage model risks, increase model coverage and implement globally consistent model systems, standards, policies, processes, methodologies and governance across all regions. Engage with stakeholders across all areas, business functions, and regions in identifying local regulatory issues, feeding these requirements into global model program design and ensuring compliance with global and local model regulations. Develop and review models according to feedback or requirements from our stakeholders, prepare pre-implementation validation reports for local use (countries or legal entities), develop models specific to a country or a business if required by regulators, support annual model validations, check the run, monitoring and validation of data, develop model prototypes, implement models, UAT of the models, and maintain official model documentation. Administrate global and local governance through the Model Oversight Forum and other technical committees, Audit, oversight the global and local model output to ensure its being appropriately used, and support the local and global business teams in model use. Run the model, produce global and local results, rollout models to new legal entities as required, run stress tests, document the processes, calculation runs and checks, monitor the model, and statistically validate the input data (scenario and internal loss data). Enhance Data infrastructure to support all credit models. Requirements Undergra duate degree or equivalent. . Advanced Degree (Masters, PhD) . Function specific certification or degree (Charted Financial Analyst). Experience in Private Banking/Wealth modelling is advantageous and understanding their unique model risks when compared to other areas. Experience with Stress testing regulatory articles and ability to scope them to Private Banking is advantageous. An understanding of investment, banking, credit and insurance products and services is an advantage. Effective presentation, interpersonal, negotiation, communication and analytical skills. Recognised strong organisational skills. Knowledge of authoring policies, standards, governance lifecycle process, frameworks, and Target Operating models. Good understanding of portfolio management techniques including analytics. Coding and modelling languages such Python, Matlab, Visual Basics. You ll achieve more at HSBC HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc. , We consider all applications based on merit and suitability to the role. 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.

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.