417 Structured Products Jobs - Page 8

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

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

As a professional in the role of Equity Derivatives Specialist, you will be responsible for engaging with institutional clients such as hedge funds, asset managers, and other financial institutions to establish and maintain strong relationships. Your primary focus will be on comprehending the unique needs of each client and delivering customized equity derivative solutions to meet their investment and hedging objectives effectively. You will be expected to develop a profound understanding of equity derivatives, encompassing options, futures, swaps, and structured products. Staying abreast of market trends, regulatory modifications, and emerging products in the equity derivatives domain will ...

At Bank of America, we are committed to improving financial lives through meaningful connections. Our company's foundation is Responsible Growth, guiding our actions each day to benefit our clients, teammates, communities, and shareholders. We prioritize creating an inclusive and diverse workplace, welcoming individuals from various backgrounds. We invest in our team members" well-being by providing competitive benefits that support physical, emotional, and financial health. Bank of America values collaboration and flexibility for its employees. We offer a range of options to support different roles within our organization. Joining Bank of America means embarking on a fulfilling career with ...

Job summary As a Vice President in Sales and Marketing, you will be responsible for independent client coverage which will include maintaining and developing key client relationships. This role will also involve ideation, marketing and execution of flow and structured products. A Vice President is expected to have deep understanding of products including structured derivatives and working understanding of corporate banking products with an ability to navigate client conversations involving these topics and independently generate and maintain client relationships across the treasury space. In addition, you will be required to work with business partners in trading, structuring and banking to ...

Act as a technical reference point for the Fund business to various Amicorp offices, clients and third parties; Attend client meetings and provide technical support to the sales team. Ensure optimal funds business structuring fund administration (AIF), Estate and succession planning, Trust structuring, family trust clients Draft / co-ordinate drafting of legal and regulatory documents leading to the launch of new funds / related products and Estate and succession planning, Trust structuring, and family trust clients Analyze, assess and suggest business structures and transactions, including funds and structured products Continuous review and suggesting clients on existing structures improvem...

Have a Master s/Bachelors degree or equivalent in Finance, Engineering, or similar fields. The candidate should have knowledge of all investment product types, including those used for fixed income mandates (e.g., structured products and credit derivatives). Minimum 1 - 3 years of experience Required. Basic understanding of concepts like VaR, Stress Testing, Back Testing etc. Understanding of portfolio performance calculations and performance reports associated with accounts and composites. Analytically inclined, with knowledge of programming (example Python) being an added advantage. Ability to perform financial/mathematical calculations (or analysis) using MS Excel or other relevant tools....

Investment Products specialist for Structured Products business Minimum 10 years of experience of in the area of Investments and Structured products Excellent skills in using Bloomberg tools, excel and Pricer tools Excellent communication (written and oral) and interpersonal skills Able to work independently and in a team environment Ability to effectively review reports and analyze figures CFA charter holder or working toward the charter is a plus Strong client focus mindset Drive the Structured Products (SP) business across Private Banking and Mashreq Gold segments of the Retail Banking Group. The SP specialist will work closely with relevant departments (e.g. Treasury teams across various...

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 Fun...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Job Description - As the NRI Relationship/ Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved. The person who is passionate to disrupt NRI space should definitely apply. Min 2- 5 years of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role. Understan...

Line of Service Advisory Industry/Sector Not Applicable Specialism Risk Management Level Associate Job Description & Summary At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. Those in internal audit at PwC help build, optimise and deliver end-to-end internal audit services to clients in all industries. This includes IA function setup and transformation, ...

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-te...

The Financial Instruments and Technology Group (FIT) at Kroll is continuously developing new and innovative applications to meet clients" needs in staying ahead in marketplaces, analyzing investments, and gaining insights into planned or existing holdings. We are expanding our technology team and seeking engineers with a deep understanding of financial analysis who thrive on building complex, scalable analytic tools for high performance and reliability. We are looking for individuals who can handle multiple projects concurrently and enjoy collaborating with both technical and financial professionals. Our culture is characterized by openness and collaboration, coupled with a drive for tacklin...

Yubi Securities is looking for a dynamic individual to join our team as a Securities Merchant Banker specializing in fixed income securities. In this role, you will be responsible for executing issuances and pass through certificates (PTC) for both financial and non-financial services entities. You will work closely with regulatory bodies such as NSDL, CDSL, clearing corporations, DPs, and more to ensure compliance and successful execution. Understanding the intricacies of product structuring, documentation, and regulatory guidelines will be key to your success in this role. Key Responsibilities: - Analyze deal requirements and structure deals accordingly to meet investor and client needs - ...

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

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

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

As an Analyst for the Investment Accounting (IA) team at Ares in Mumbai, you will be an integral part of the global Investment Operations team within the Finance & Accounting Operations organization. Your role will involve working on Alternative Credit, Private Equity, and E.U./U.S. Direct Lending transaction reviews and product control functions. You will be responsible for analyzing new/existing investments, daily profit and loss, developing accounting policies, and preparing transaction analysis summaries. Additionally, you will collaborate closely with various departments including Accounting, FP&A, Operations, Compliance, Portfolio Management, Middle Office, and Front Office to ensure p...

We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical. The ideal candidate will have a strong network across HNIs, UHNWIs, Family Offices, and institutional investors, with deep knowledge of AIF structures, regulatory landscape, and product positioning. This is a strategic, revenue-generating role with clear targets and significant growth opportunities. Key Responsibilities: Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments. Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions. To build ...

As a Transaction Management Associate located in Mumbai with a shift timing of 1:30 PM to 10:30 PM IST, you will be part of the EMEA Transaction Management Group, focusing on Structured Products and ETP businesses. Your role demands a high level of attention to detail and the ability to thrive in a fast-paced work environment. Your responsibilities will include maintaining electronic trade documents and folders, updating trade-related information on Excel trackers, handling documentation for structured products and ETPs, managing notifications and online portals, executing operations-related tasks, and accommodating ad-hoc requests. Collaboration with both internal and external stakeholders ...

The role is based out of Mumbai and will support a variety of financial planning activities for the Wealth Strategies & Planning Tools (WSPT), a team within the Financial Planning organization of Morgan Stanley's Global Investment Office dedicated to Wealth Management's ultra-high net-worth and institutional clientele. The team has two mandates: providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own deri...

Job description 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 Assistant Vice President Advisory Specialist Business:Wealth & Personal Banking Principal responsibilities Interface closely with Blac...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday