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4.0 - 6.0 years
8 - 12 Lacs
Pune
Work from Office
Are you passionate about integrating financial trading platforms and solving complex challengesDo you thrive in a dynamic environment, working on multiple projects and collaborating with diverse teams to achieve successful outcomesIf so, we would love to meet you! - work closely with Software Engineers, Requirements Engineers, and Test Engineers to meet various project requirements. - partner with the Product Owner and Pod members to organize and plan the development backlog, sprints, and production releases. - manage multiple projects simultaneously with resilience and efficiency. - apply strong problem-solving skills to handle complex requirements. - demonstrate proficiency in Java programming. At UBS Wealth Management, our Pod is the heartbeat of client and market connectivity, driving excellence through state-of-the-art FIX and SWIFT electronic-trading channels. We are committed to delivering seamless, secure, and innovative solutions that empower our stakeholders, clients, brokers, and partners to thrive. Our interfaces support 24/6 electronic trading across all asset classes (Equities, Fixed Income, ETFs, Derivatives, Structured Products, Funds, etc. ) on both the buy and sell sides. Our team operates out of Switzerland, Poland, India, and Singapore. Diversity helps us grow together, which is why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. - java Development: Strong knowledge of Java with at least 7 years of hands-on software development experience, preferably with a good understanding of full-stack Java development. - database Skills: Experienced in writing SQL and designing Databases. - frameworks and Technologies: Proficiency in using SOAP and REST web services, Spring Boot, JUnit, Apache Kafka - frontend Stack: Familiarity with TypeScript, Web- Components, React - trading and Investment Knowledge: Familiarity with Trading Flow and Investment Products. - protocols and Methodologies: Good understanding of the FIX protocol and/or SWIFT standards; Agile methodology. Other Technologies: Knowledge of tools like NOMAD and Consul, GIT, GitLab, CI/CD pipelines, as well as TCP/IP, MQ.
Posted 1 month ago
4.0 - 9.0 years
8 - 15 Lacs
Chandigarh, Jaipur, Raipur
Work from Office
Key Deliverables: 1. Possesses a unique blend of business and technical acumen, innovative and big-picture vision, as well as the drive to make the vision a reality. 2. Process driven, with strong analytical and planning skills. 3. Strong Sales & Marketing background is a must-preferably in steel and /or steel applications .4. Passion to understand the market and business needs and create innovative solutions to meet customer requirements. 5. Ability to communicate effectively with customers, team and Key stakeholders. 6. Strong presentation skills and the ability to translate technical concepts to solutions for customers as well as the team. 7. Strong coaching, mentoring and team leadership skills. 8. He/she will treat customer feedback/complaints with respect, urgency and seriousness/ He will always close the loop and keep the key stakeholders posted. 9. He/she should work out a system to prioritise the orders and let customersclearly know our priority system. Basis of Priority shall be Customer urgency/our commitment, financial impact, long term relationship impact. 10. He/she will work out a system for obtaining relevant marketing intelligence for product/market/pricing in an ethical manner and to improve and enhance customer experience, market share and company's profitability. He/she will present market data in the periodic pricing committee meeting to help the pricing committee take pricing decisions. Roles: 1. He/she shall be working to continuously improve the product/grade/customer/market mix to improve the profitability on the principle of Better than before. He/she shall be taking a specific time bound improvement target and work towards achieving the same in a timely manner. 2. Develop and maintain strong, strategic relationships with key clients in the B2Cand B2B, large-scale, government, and infrastructure project sectors. 3. Act as the primary point of contact for key clients, understanding their project requirements, and providing customized solutions that address their needs. 4. Collaborate with internal teams, including sales, engineering, and operations, to develop and implement strategies for winning and executing projects. 5. Identifying new business opportunities within existing accounts and pursue leads to expanding our presence in the market. 6. Lead negotiations with clients on contract terms, pricing, and delivery schedules, ensuring alignment with company objectives and policies. 7. Monitor project progress, resolve any issues or concerns raised by clients, andensure timely delivery of products/services. Desired Qualification MBA in Sales & Marketing. Experience Minimum 3 Years experience in Sales & marketing preferably in Steel & relatedproducts. Relevant Industry Type Exposure Steel and/or Industrial type Knowledge and Skills and Attitude Proven track record of success as a Key Account Manager or similar role, with experience in B2B, B2C, large-scale, government, or infrastructure project sales. Machine & Tools used (Any special technical Skill) Microsoft Office Suite
Posted 2 months ago
7.0 - 11.0 years
0 Lacs
delhi
On-site
As a part of the Sberbank Branch in India, your main focus will be on servicing the Russian-Indian trade turnover and providing modern banking services and products to corporate clients engaged in foreign economic activities. You will also be responsible for developing relationships with banks and exchanges. The primary business of the Branch involves working with corporate clients and financial institutions, while retail services are offered to employees of Russian foreign institutions in India. Your responsibilities will include developing a strategy for the Indian market within the Global markets division. You will be tasked with managing sales for Global markets products, negotiating with clients and counterparties for trades to enable tactical investments/hedging across various platforms while focusing on risk-adjusted returns. This will involve engaging in exchanges in India and globally, as well as entering into OTC deals with corporates. You will also explore opportunities via Gift City or the Interbank Market on a back-to-back basis by signing ISDA and CSA agreements and exchanging VMs. Additionally, you will assist foreign portfolio investors in investing and raising money from and to capital markets, managing the trade balance, and potentially leveraging existing business relationships between Russia and third-party countries. Furthermore, you will be responsible for developing investment approaches and internal regulation documents. You will need to address strategic and legal challenges that may arise during the execution of tasks, collaborating with client relations, compliance, legal, accounting, operating teams, and external consultants as necessary. To be successful in this role, you should have at least 7 years of experience in derivatives and fixed income instruments trading, including a proven track record of executed OTC transactions and working with exchange-traded instruments. You must possess in-depth practical knowledge of money markets, G-secs, bonds & debentures, OTC FX derivatives, offshore derivatives instruments (ODIs), structured products, and related SEBI, RBI FEMA regulations. Professional skills in asset pricing, excellent communication skills, fluency in written and spoken English, and a degree in economics or finance from a top university are also essential requirements. In return, we offer you the opportunity to work in our modern office in New Delhi, India, with a competitive salary and opportunities for professional development. You will receive a quarterly bonus for the work you have accomplished and be part of a collaborative working environment in a state-of-the-art Delhi office. Additionally, you will have access to professional and theme communities, support for employee initiatives, courses in Corporate University, and the chance to come to HQ and complete an internship at Sber.,
Posted 2 months ago
1.0 - 3.0 years
8 - 12 Lacs
Pune
Work from Office
With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And were only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieveRead on. Here, we know that youre more than your work. Thats why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose "” a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If youre passionate about our purpose "” people "”then we cant wait to support whatever gives you purpose. Were united by purpose, inspired by you. As a Customer Service Coordinator, you will play a vital role between our Global Support team and our customers. This position involves high-volume and high-pace case/ticket creation and routing, maintaining customer data integrity while having an empathetic customer service approach.Growth and Development Opportunities:At UKG, we prioritize your professional growth and development. Our onboarding journey includes a paid training and mentoring program, equipping you with the necessary tools and skills for success. We are committed to your continuous development, offering timely training for skill enhancement and supporting your career advancement goals.Job Responsibilities: Serve as the first point of contact for our customers answering inbound calls with enthusiasm and confidence. Maintain a high-level understanding of the extensive UKG product suite Create and dispatch cases/tickets to the appropriate queue Confirm and/or update customer contact information accurately Monitor the customer self-ticket creation queue and provide timely assistance Collaborate across teams to on-call technicians for urgent customer issues Adhere to standard operating procedures and policies Participate in assigned project work as necessaryRequired Qualifications: Proficient in English, with strong verbal and written communication skills. Ability to multitask and achieve goals in a fast-paced, metrics-driven environment. 1-3 years of customer service experience. Highly motivated and team-oriented Prior inbound phone support Bachelors degree requiredBCom, BA, BSc Where were going UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet its our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow! UKGCareers@ukg.com
Posted 2 months ago
0.0 - 13.0 years
0 Lacs
maharashtra
On-site
As an Analyst specializing in Algorithmic Trading Strategies within Python & Quant Analytics, you will be joining a leading global financial institution in Mumbai. With 13 years of experience and a degree in B.Tech/M.Tech/MSc/PhD in fields such as Quantitative Finance, Physics, Mathematics, Statistics, Computer Science, or Electrical & Electronics, you will play a pivotal role in the Algo Strategies and Quantitative Analytics team. Your primary responsibilities will include collaborating with structuring and trading teams globally to develop, maintain, and enhance custom index solutions across asset classes such as Rates, FX, Commodities, and Credit. You will script and automate index calculators using in-house platforms, ensuring accurate publication and delivery of index data while responding to client and internal queries. Additionally, you will enhance legacy infrastructure and improve data workflows for scale and reliability. Your role will involve assisting in the development and maintenance of systematic trading strategies and execution algorithms, supporting model validation, testing, and deployment in production environments. To excel in this role, you must possess strong programming skills in Python, with knowledge of C/C++/Java or VBA considered a plus. Working comfortably with large datasets, APIs, and financial data tools is essential. A good understanding of quantitative methods, statistics, and finance fundamentals is required, along with proficiency in Excel and familiarity with Bloomberg or similar market data terminals. An analytical mindset, problem-solving skills in financial contexts, excellent communication abilities, and the capacity to work with global teams under tight deadlines are crucial. Preferred qualifications include exposure to structured products, index construction, or systematic trading. While a CFA Level I (or equivalent) is a bonus, it is not mandatory. Familiarity with quantitative libraries and data visualization tools is advantageous. Joining this role presents an exciting opportunity to be part of a fast-paced global quant team at the forefront of market innovation. You will gain exposure to real-world quantitative finance applications and global trading desks, working alongside experts from diverse backgrounds. This role also offers the potential for growth into more senior quant, structuring, or data science positions within global markets.,
Posted 2 months ago
5.0 - 7.0 years
5 - 7 Lacs
Ahmedabad, Chennai, Delhi / NCR
Hybrid
Role & responsibilities - He must be well trained and experience with valid certificates, knowing and well aware of all the requirements and standards of the project - Visual checking and to ensure the materials to be use are in good and suitable conditions with accordance to standard. - Check the area whether the scaffolding structure to be erected is in good condition where ground shall be firm or the structure where the scaffold will be tied and can adequately carry and distribute the super imposed load applied at each members of scaffold without failure - Identifying all potential hazards, conducting risk assessment establishing hazard control measures. - To carry out overall inspection to the erected scaffold structure, if the erected scaffold complied to the design drawing if it is available, checking all members/part and connections of scaffold before use. - To follow the tagging procedure in accordance with the clients requirements and by maintaining a scaffold register and checklist. Only the inspector is allowed to sign in the Scaff-tag. - To inform the foreman or supervisor what are additional requirement and adjustment to the scaffold erected prior to its use. - To ensure that the scaffolds are inspected weekly or every alteration that have been done to it. - Provide technical support regarding scaffolding requirements and procedure. - To educate, supervise and assist all the worker reporting to him.
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
Gurugram
Work from Office
Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry
Posted 2 months ago
5.0 - 8.0 years
8 - 12 Lacs
Hyderabad
Work from Office
Job Requirements Essential Responsibilities -Be capable of articulating the technical requirements for varying range of HW products like HMI, network topology, cyber-security, control panels. -Lead all customer discussions related to HW design. -Work with project Global Design Leads (GDL) to ensure that controls HW is not a high risk item on schedules/requirements . -Create Network Topology Design, BOM for HMI/Network Hardware. -Interface with Supply chain on assigned fulfillment projects. -Execute HW related activities across Gas, Steam, HRSG, BOP and PGS activities supported by controls. -Drive improvements to key performance objectives (metrics) like On-time delivery, First Pass Yield and Cycle reduction for all fulfillment activities by leading continuous improvement to the product and process. -Handle multiple projects / activities -Be accountable for on-time schedule performance, project milestones, customer deliverables, and compliance with regulations and standards -Participate in design reviews and change control for quality assurance on projects -Perform hardware selection of system control components for HMI solutions -Effectively apply critical thinking and technical expertise to efficiently guide the team. -Apply a sense of urgency, commitment and focus on the right priorities in developing solutions in a timely fashion Work Experience Role Summary/Purpose Controls Platform Engineer will be the focal point for project execution for all HW related items including primarily HMI, Network Hardware, Cyber Security and additionally Control panels, Bently Nevada Vibration Monitoring orders for Gas, Steam, BOP, HRSG and Services. The candidate will attend the customer kickoff-meetings (CKOM) and controls finalization meetings (CFM) to ensure the customer understands the value of our structured products and that the schedules are aligned to deliverable. Qualifications/Requirements -3+ years working experience in Engineering -Experience on Control system fulfillment / HMI configuration and Mark Vie Control hardware. -Proven track record executing projects to completion timely & with quality -Willingness to travel for customer meetings as required. -Strong communication, presentation & project management skills -Willingness to be challenged and executing using new technologies & skills Desired Characteristics - Knowledge of Network protocols (Modbus, OPC, IEC and others), Network Hardware(Switches, Routers, Firewall), Cyber security, Control Server configuration and virtualization -Experience with Mark Vie control system, GE Toolbox/Toolbox ST Experience, Cimplicity Screens -Strong interpersonal skills with ability to influence & lead -Experience working in global, matrix org & ability to make timely and sound decisions based on data
Posted 2 months ago
8.0 - 12.0 years
8 - 15 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
Ludhiana, Ambala, Amritsar
Work from Office
Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370
Posted 2 months ago
0.0 - 1.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus
Posted 2 months ago
3.0 - 5.0 years
5 - 9 Lacs
Mumbai, Pune
Work from Office
We are looking for a talented and experienced derivative trades analyst with sound knowledge and experience in risk domain for one of our global Investment Banking Clients. Review the trade documents and book the trade in banks treasury issuance system Perform Reconciliation between the booking and trade document to ensure accuracy and completeness of the booking Deliver MIS reports that outline error and process stress-points Help in identifying automation scope across the process to streamline and improve the issuance and reporting process . Closely work with trading desks, product control team, business managers, risk and technology teams to ensure swift, accurate and timely bookings of the trade in the issuance system Skills Required: Min. 3 years of experience in structured notes business as senior analyst Strong understanding of asset classes including derivative products with experience in experience in structured notes; understanding risk calculation and entire product lifecycle Experience of working with multiple system partners, product control teams, development and support teams. Should be aware of automation techniques; hands on experience with VBA/ Python will be an add on to identify the automation scope in booking and review Excellent communication skills (verbal, written, and presentation of MIS Reports) in presenting to partner teams and senior managers.
Posted 2 months ago
5.0 - 18.0 years
8 - 12 Lacs
Bengaluru
Work from Office
" About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel 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 information 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 the client servicing team. A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients Have successfully built and generated new business across a large set of client base. Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention Research & 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 the 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 for ensuring all activities are in adherence to the compliance framework NISM Certification Work experience: 5 to 18+ years Educational Qualification: Graduate / MBA, CA, CFA #LI-NV1 ",
Posted 2 months ago
5.0 - 18.0 years
8 - 12 Lacs
Mumbai
Work from Office
" About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel 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 information 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 the client servicing team. A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients Have successfully built and generated new business across a large set of client base. Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention Research & 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 the 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 for ensuring all activities are in adherence to per compliance framework NISM Certification Work experience: 5 to 18+ years Educational Qualification: Graduate / MBA, CA, CFA #LI-NV1 ",
Posted 2 months ago
12.0 - 15.0 years
9 - 13 Lacs
Mumbai
Work from Office
" Job Title: Senior Private Wealth Relationship Manager Location: Mumbai About the client: PSS has been mandated to hire a Senior Private Wealth Relationship Manager for a leading international private banking and asset management group. Job Purpose: The Private Wealth Management is a Wealth Advisory and Family Office solution to UHNI individuals and families, both residents as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals Key Responsibilities: Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret for the client s 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 the client servicing team Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc Follow applicable KYC norms & other regulatory requirements Update FA workstation for all client interaction & product con calls Complete mandatory certifications & other knowledge upgradation activities Maintain client prospects MIS & submit the same on a periodic basis. Educational Qualifications And Experience: MBA/ PG equivalent 12-15 years of Relationship Management experience Marketing and Networking skills Patience and perseverance #LI-NV1 ",
Posted 2 months ago
7.0 - 12.0 years
9 - 14 Lacs
Chennai
Work from Office
The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements Domestic and international competitive intelligence Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability Determine ongoing product evolution/development priorities Own the design of the client and advisor product experience Develop business cases for new products or product enhancements Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen Manage key enterprise stakeholder relationships and product advisory groups Ensure that product management function is audit-ready at all times Executive and field presentation development to communicate product management strategy, key initiatives updates, etc. Foster proactive and productive relationships with channel and support partners Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams. Requirements Ability to understand the larger industry, organizations priorities, and develop a clear roadmap for third party & products Minimum 7+ years of experience in Product Management in Wealth Management Firm Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions. Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience. Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority. Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels To ensure high quality launch materials, customer presentations and sales training. Have a keen eye to track the latest offering and developments in the market and become a repository for market
Posted 2 months ago
3.0 - 5.0 years
5 - 9 Lacs
Mumbai, Pune, Chennai
Work from Office
We are looking for a talented and experienced derivative trades analyst with sound knowledge and experience in risk domain for one of our global Investment Banking Clients. Review the trade documents and book the trade in banks treasury issuance system Perform Reconciliation between the booking and trade document to ensure accuracy and completeness of the booking Deliver MIS reports that outline error and process stress-points Help in identifying automation scope across the process to streamline and improve the issuance and reporting process . Closely work with trading desks, product control team, business managers, risk and technology teams to ensure swift, accurate and timely bookings of the trade in the issuance system Skills Required: Min. 3 years of experience in structured notes business as senior analyst Strong understanding of asset classes including derivative products with experience in experience in structured notes; understanding risk calculation and entire product lifecycle Experience of working with multiple system partners, product control teams, development and support teams. Should be aware of automation techniques; hands on experience with VBA/ Python will be an add on to identify the automation scope in booking and review Excellent communication skills (verbal, written, and presentation of MIS Reports) in presenting to partner teams and senior managers.
Posted 2 months ago
2.0 - 3.0 years
2 - 3 Lacs
Surat, Gujarat, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.
Posted 2 months ago
2.0 - 3.0 years
2 - 3 Lacs
Jaipur, Rajasthan, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.
Posted 2 months ago
2.0 - 3.0 years
2 - 3 Lacs
Hyderabad, Telangana, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.
Posted 2 months ago
2.0 - 3.0 years
2 - 3 Lacs
Ahmedabad, Gujarat, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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.
Posted 2 months ago
5.0 - 8.0 years
3 - 6 Lacs
Jaipur, Rajasthan, India
On-site
Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.
Posted 2 months ago
5.0 - 8.0 years
3 - 6 Lacs
Chennai, Tamil Nadu, India
On-site
Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.
Posted 2 months ago
5.0 - 8.0 years
3 - 6 Lacs
Vadodara, Gujarat, India
On-site
Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. Manage key performance indicators at the highest level, consistently striving for excellence. Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience. Ensure ongoing compliance with all relevant policies and procedures. Report any suspicious transactions immediately to the supervising officer. Experience & Skills 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). In-depth knowledge of diverse financial products , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. Proven experience in field sales and direct client interaction . Great communication skills , coupled with proficiency in the local language, are essential for effective client engagement.
Posted 2 months ago
1.0 - 4.0 years
12 - 16 Lacs
Mumbai
Work from Office
Join us as an "Equity Derivatives Structuring" at Barclays Equity Derivatives Structuring is the dedicated trading and structuring team within Barclays, responsible for structured derivatives. The team works with a full range of clients and is a global leader in providing structured solutions for both sides of the balance sheet and various investment strategies. The purpose of this role is to assist the structuring team in pricing and delivering solutions to clients in a timely manner. The candidate will over time need to develop a strong understanding of various structure products traded by Barclays, their pricing parameters, risk factors and sensitivities. They would need to develop an understanding of how trades will perform under different market conditions and across the life of the trade and the Profit & Loss movement, eventually supporting the desk with stress testing and pricing of various structured products. To be successful as an "Equity Derivatives Structuring", you should have experience with: Basic/ Essential Qualifications: Understanding payoff of structured products (Exotic Options like Auto-callables, Equity Linked Notes, Basket Options, etc. ) and having the ability to understand the greek profile of various exotic option structures. To be able to use different in house models to be able to price them in a relatively short time to meet the demand from Sales during live market. Ability to run various pricing engines via Python to make the pricing process further efficient. Providing support to the traders on an adhoc basis on daily trade life cycle activities like monitoring impact of corporate actions on Quantitative Investment Strategy business, updating PNL generated for the day etc. for Exotic Options. Automation of Factsheet and MTM reports as a part of the BAU activity to send position reports and analytics to client and other teams. *Provide term sheet and stress tests once the trades/strategies have been executed. As the candidate would be working with various infrastructure teams and speaking to them, they should have a good verbal communication. *Verifying client reports for correctness in data before they are circulated. *Ability to communicate effectively with stakeholders like Global Structuring, Trading, IT and Legal teams to ensure any issues resolved proactively. *The candidate would have to interact with counterparts in New York. The candidate would have to work with the structuring and trading teams to understand the requirements, create the analytics, identify the opportunities and communicate the same to the desk. Ability to prioritize different responsibilities and guide junior team members to deliver their work. Desirable skillsets/ good to have: The candidate will have to be proactive in identifying issues and getting them resolved by aliasing with various stakeholders. The candidate needs to work on several time sensitive activities and hence is required to be meticulous and efficient. *Good knowledge of Equity Derivatives and Indices. Strong Analytical and Quantitative ability. Eye for Detail - Need to make sure all corporate actions are incorporated. Any missing prices are updated. Good Programming skills including Excel/VBA and Python to focus on automation and efficiency generation. *Strong co-ordination skills to manage multiple tasks. *Flexible to work long hours. *Excellent communication skills (oral/written) and good written/presentation skills. *Proactive in nature. Should be able to demonstrate a self-starting attitude. This role will be based out of Mumbai. Purpose of the role To develop and implement structured financial products and solutions to meet the needs of clients and optimize the banks market exposure and profitability. Accountabilities Development of innovative structured financial products and solutions to address the specific needs of clients, including derivatives, structured notes, and other structured investment products. Risk analysis and management associated with structured products, including market risk, credit risk, and operational risk, to ensure compliance with regulatory requirements and bank policies. Assessment of pricing and valuation of structured products, including the use of mathematical models and financial instruments, and liaising with trading to ensure competitive pricing. Collaboration with traders, risk managers, and other stakeholders to ensure effective product implementation and risk mitigation. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.
Posted 2 months ago
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