275 Structured Products Jobs - Page 8

Client Acquisition & ManagementInvestment Advisory & Portfolio ManagementBusiness Development & GrowthAdvise clients on investment opportunities across asset classes, including NCDs, equity, MFs, corporate Fds and have good network with IAFs. Required Candidate profile 2 years in HNI sales & relationship management from BFSI sector Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking. Perks and benefits Performance-driven culture with high incentives

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob 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 FundsPreferred 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

ISS STOXX is growing! ISS STOXX is actively looking for an Index Specialist - ESG/Sustainability - Research & Development to Join the Mumbai Team (Goregaon East). Overview: ISS STOXX Group is a global index provider currently providing a cross-asset class index family of over 6,500 indices. The ISS STOXX Group is at the forefront of innovative Index design, continuously expanding its portfolio of sustainable and multi-asset class indices and operates on a global level. The indices are licensed to the worlds largest issuers of financial products, Asset owners and managers as well as to more than 500 companies around the world. Our Indices are used as the portfolio basis for ETFs, UCITS-compliant funds, Structured Products, futures, and options and for risk and performance measurement. The successful candidate will be part of a global, dynamic and inclusive research team that are responsible for index research and design, developing thought leadership in the sustainability investment space and creating competitive index solutions. Responsibilities: Develop tools and processes that facilitate the development of innovative passive quantitative strategies. Work closely with internal and external stakeholders. Qualification: Postgraduate level or above in Quantitative finance background. 2-5 years experience within financial markets Excellent technical skills in Python, SQL and data manipulation. Strong hands-on experience working with GCP. Good communication, writing and presentation skills, including the ability to convey technical concepts to a wide range of audiences, are advantageous. Nice to have: Experiences working with ESG, Climate, or Sustainability data, either in an industry role or in a research setting. #ASSOCIATE #STOXX #LI-RG1 What You Can Expect from Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let s empower, collaborate, and inspire. Let s be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche B rse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders benefit. STOXX and DAX indices comprise a global and comprehensive family of more than 17,000 strictly rules -based and transparent indices. Best known for the leading European equity indices EURO STOXX 50 , STOXX Europe 600 and DAX , the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world , regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products, and passively managed investment funds. STOXX Ltd., part of the ISS STOXX group of companies, is the administrator of the STOXX and DAX indices under the European Benchmark Regulation. Visit our website: https://www.issgovernance.com View additional open roles: https: / / www.issgovernance.com / join-the-iss-team / .

Join us as a Business Controls Partner, Market Abuse, VP Partnering with our business and Risk function, you ll identify, assess, and manage the risks within the agreed risk appetite You ll lead and inspire a team of business and customer control partners to make sure objectives are achieved, deliver a robust risk governance framework, and escalate emerging risks in a timely manner The work you do will make a vital contribution to a generative culture of risk awareness as you ll recommend solutions to operations risk issues within the businesses We re offering this role at vice president level What youll do As a Business Controls Partner, you ll drive, embed, and maintain a strong risk awareness across the business. This will involve the prioritisation, design, and implementation of our operational risk principles and ensuring we re compliant with the various policies and statutory requirements. You ll implement and embed a robust governance framework that engages all relevant stakeholders to enable effective decision making and make sure that all aspects of risk management are delivered. You ll also manage the interface between the business, internal audit, the second line of defence, and other critical functions, as well as the wider risk and controls teams. You ll also deliver an evidentially high level of assurance, to the satisfaction of senior stake holders, in the trade prices the bank has given to customers, as well as the methodologies used, by utilising expert product knowledge to critically analyse their level & construction, as well as confidently escalating, evidencing & discussing potential issues to senior staff. You ll also: Lead the delivery and interpretation of risk MI and risk reports into the business, working collaboratively to develop effective action plans for the resolution of issues Lead the assessment and reporting of the business-wide governance framework, supporting functional risk management and governance requirements, and supporting the preparation of control environment certificates Lead the business-wide risk and controls assessment of processes and infrastructure, and champion and role model the oversight and implementation of policies Lead the assessment of changing risks associated with change programmes and upstream regulatory risks, building frameworks and embedding in the business where required Deputise for other management and business partners when necessary Create a culture of continuous improvement, increasing efficiency and productivity through great people leadership, coaching, engagement and development of skills Support change initiatives across the business, ensuring upstream risks and support the assessment of the impact of regulation changes, developing and delivering Responsible for the analysis of risk reporting and metrics used to inform decision making Educate teams on the operational risk framework and our conduct risk obligations, supporting the business in operating and embedding them The skills youll need To succeed in this role, you ll need a risk management or regulatory background, project management skills involving complex people, process, and technology issues, and an understanding of our operating processes. Along with a proven understanding and experience of risk management principles, you ll have well-developed knowledge of our businesses and associated products, processes, and technologies. We re also looking for: Strong senior stakeholder management skills and the ability to build a network of contacts A clear track record of delivery Excellent written and verbal communication skills Influencing and conflict resolution skills, with the ability to view the impact of issues from a wide perspective The ability to think creatively when resolving problems and identify alternatives where established procedures may not exist Demonstrable mathematical understanding of linear and non-linear pricing methodologies of some traded financial products, such as: Interest rate derivatives, Bonds & Repos, Forwards, Spot FX, FX Options, Structured Products, and/or Equity options Highly proficient in Excel Hours 45 Job Posting Closing Date: 23/06/2025

Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries ofscience and engineering to make possiblethe next generations of technology, join us to Make Possible a Better Future. What We Offer Location: Bangalore,IND At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. Were committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits . Youll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers.We empower our team to push the boundaries of what is possiblewhile learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied. Summary Demonstrates higher level knowledge and skills within own discipline. Solves varied and moderately complex problems. Exhibits knowledge of the company, processes, and customers. Job Responsibilities Ability to analyze Customer requirements followed by conceptualization of design proposal. Verify design proposal through design calculations, tolerance stack-up analysis and optimizing the design of a part/module. Part design, Assembly/Kits design and release of drawings for Manufacturing using CAD tools. Develop detailed design layouts (assembly drawings) of sub-assemblies and review the design w.r.t manufacturability, assembly, maintenance & servicing. Develop manufacturing drawings, BOM with respect to concept design/customer specifications and manufacturing requirements per ASME Y14.5M-1994 standards. Review and validate Mfg.drawings for manufacturability including correctness of GD&T, material selection, secondary processes followed by release to manufacturing. Experience in handling NSRs (Non-Standard Requests) / NSOs (Non-System Orders) and associated business processes. Obtain design approval by coordinating with relevant stakeholders and until final approval. Perform technical reviewing of drawings w.r.t AMAT standards and procedures to meet the design intent. Create Engineering Change Orders for Part/Assembly/Option releases, revising drawings, ECO reviews through review process. Analyze supplier issues and respond in timely manner with appropriate solutions. OEM selection and classification as per Customer requirement. Skills required Proficient in UG-NXand Auto Cad Inventor CAD tools Extensive knowledge on Product Structure/BOM Management Expertise on GD&T, Design Calculations and Manufacturing drawing development. Demonstrated ability to write and close Engineering changer orders. Knowledge on PLM software like, TCE (Team Center Engineering), Wind chill. Demonstrated computer skills to include MS Office, Lotus Notes, Visio and/or other Software / systems. Functional Knowledge Demonstrates depth and/or breadth of expertise in own specialized discipline or field Leadership Leads functional projects/tasks with moderate resource requirements, risk, and/or complexity Problem Solving Leads others to solve complex problems; uses sophisticated analytical thought to exercise judgment and identify innovative solutions Impact Impacts the achievement of customer, operational, project or service objectives; work is guided by functional policies Interpersonal Skills Communicates difficult concepts and negotiates with others to adopt a different point of view Education Bachelors degree in Mechanical engineering with minimum 5 to 8 years experience in product design and development domain. Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Relocation Eligible: No Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.

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 Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

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, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad, Kochi, Bengaluru, Chennai, Chandigarh, Coimbatore, Pune, Jaipur, Indore

Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR).

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Note: 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

Relationship Managers Acquisition - Equity Broking & Investment Products 1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum

OPERATIONS Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firms assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. Commodities Operations Team is responsible for ensuring the integrity and accuracy of risk undertaken by the Commodities Business globally. Team works very closely with Sales and Trading teams to facilitate all aspects of Operational Risk and Control Framework. The functions involve: Matching of all trades Performing trade checkout of exotic transactions Facilitating new business Drafting documents for executed trades Confirming economic and legal terms of trades with clients electroncially and on paper Settling trades YOUR IMPACT We are looking for a professional and dynamic individual with a strong interest in Commodities. The ideal candidate would be able to excel in a high-profile and fast paced team whose primary responsibilities include (i) partnering with the Commodities Sales and Trading Desks to ensure the integrity and accuracy of Derivative and Physical Trading risks undertaken by such businesses, as well as (ii) driving and implementing change to ensure we are optimally managing and monitoring risks, in an increasingly demanding and complex regulatory environment. JOB SUMMARY & RESPONSIBILITIES Develop a deep knowledge of commodities and derivative transactions Find and resolve booking discrepancies across complex derivative businesses Experience in Commodities Confirmations and/or Settlements process Daily interaction with Trading & Sales to ensure discrepancies are resolved immediately Engage with front office and technology to help facilitate the resolution of technical production issues Manage, monitor and investigate reporting breaks and process failures; identify and implement corrective actions Ensure that processes are continually reviewed and improved, risk is managed, and results are achieved that meet expectations for timeliness, quality and cost effectiveness within the department Understanding of Commodities markets and products along with basic financial knowledge and terms Key characteristics of Derivative Products (ex. expiration, strike, premium etc.) High Level understanding of ISDA terms BASIC QUALIFICATIONS Bachelor s degree with competitive GPA Proficient with Microsoft applications Ability to demonstrate strong technical skills and keen attention to detail PREFFERED QUALIFICATIONS Demonstrated attention to detail in previous role on an ongoing basis Experience in understanding and breaking down complex structured products would be a big plus Team player with a collaborative style and strong interpersonal skills Effectively handle difficult requests, build long-term relationships with the business and be able to manage expectations Strong written and verbal communication skills with ability to be clear and concise Self-starter who thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives Able to successfully multi-task, work towards extremely challenging goals and persist in the face of obstacles Able to adapt to changes and new challenges Strong analytical and organizational skills, critical thinking, and an ability to suggest improvements and identify risks Service orientation, sense of urgency, ability to manage internal clients expectations and professionalism At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world. We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https: / / www.goldmansachs.com / careers / footer / disability-statement.html The Goldman Sachs Group, Inc., 2025. All rights reserved.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.7) Manage the portfolio to de-risk against attrition and achieve stability of book.8) Manage the key performance indicators at the highest level.9) Manage the customer transition with utmost sensitivity.10) Ensure compliance with these policies and procedures on an ongoing basis.11) Any suspicious transaction must immediately be reported to the supervising officer. Candidate Profile : 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you / Qualifications: Education and Knowledge : Bachelor and / or a Master degree in Finance, Engineering, Economics or equivalents; Participating in CFA / FRM programs would be considered an advantage; Sound understanding of risk measurement concepts such as VaR, Sensitivity and Stress testing; Extensive knowledge of financial instruments and their pricing methodology (equities, bonds, derivatives, structured products); Knowledge of MSCI Risk Metrics, Bloomberg or other data providers would be considered an advantage; Knowledge of VBA would be an advantage. Working Experience Prior experience as a risk manager or in a similar role; Experience with data quality checks and data manipulation in relation to financial assets. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location: Bengaluru,Hyderabad,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

Prepare to gain a comprehensive understanding of the life cycle of a trade by interacting with traders, strategists, sales, and structurers in addition to middle office, legal, product control and documentation teams in order to work toward the shared goal of risk mitigation Partner with a team of product experts to review all economic aspects of derivative trades while gaining strong exotic derivatives knowledge and financial risk awareness Showcase your attention to detail by ensuring all trade economics, pay-off profiles and pricing factors are correctly captured in the risk management system Use your inquisitive mind set to identify control weaknesses with respect to booking methodology as well as discrepancies in the legal documentation Leverage your quantitative skills to deconstruct complex structured payoffs and propose creative, robust booking solutions Work in a strong team setting to develop a deeper understanding of complex transactions and work with our business partners to automate and improve our existing processes BASIC QUALIFICATIONS Bachelor s degree with 4-7 years of experience in financial services Proven analytical skill, problem solving ability and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational and communication skills and the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment PREFERRED QUALIFICATIONS Quantitative educational background. Prior experience working with Structured Products Pursuing CFA/FRM

Derivia Intelligence is seeking a Sub-Editor to join our growing editorial team in Chennai, India. In this role, the ideal candidate will play a crucial part in upholding the highest standards of editorial excellence across our market coverage on structured products and futures and options for Structured Retail Products (SRP) and Futures & Options World (FOW). The Sub-Editor will have exceptional editorial judgment, meticulous attention to detail and a proven ability to edit, fact-check and refine copy for accuracy, clarity and impact. This is a hybrid role, with a mix of remote and in-office work. Edit and proofread content to remove spelling and grammatical errors and ensure clarity, consistency and adherence to house style and editorial guidelines. Fact-check and verify sources to maintain accuracy, journalistic integrity, and regulatory compliance. Refine copy to enhance readability, flow, and overall impact. Collaborate with editors and analysts, providing constructive feedback to strengthen content. Publish insights and manage content using the companys content management system (CMS). Monitor market developments and help prioritize market-moving insights under tight deadlines. Contribute to company initiatives and projects as needed. Work closely with the Chief Product Officer to ensure content aligns with product vision and strategic objectives. Collaborate with the editorial team to ensure content accuracy, quality, and consistency through feedback and revisions. Coordinate with the data and research teams to validate data sources, ensuring all information is timely, reliable, and accurate. Maintain consistent communication with internal cross-functional teams to ensure content remains relevant, accurate, and aligned with business goals. Your decisions and suggestions should consider the impact on the other areas of the company and you should be aware of the impacts (both positive and negative) that it may have on those departments . KNOWLEDGE, EXPERIENCE AND SKILLS Minimum three years of experience in financial journalism, business news editing, or related field. Demonstrated understanding of financial markets, instruments, and terminology. Knowledge of structured products and futures and options is a plus. Proven editing and proofreading skills with meticulous attention to spelling, grammar, and style. Ability to fact-check and verify sources to ensure accuracy and compliance. Excellent communication skills with the ability to provide constructive feedback and enhance content quality. Strong time management skills to prioritize market-moving insights under tight deadlines. Experience with content management systems (CMS) for publishing and managing stories. bachelors degree in a related field. Detail-oriented to ensure clarity, consistency, and accuracy across all content. Strong editorial judgment with the ability to refine, fact-check, and enhance market insights. Process-driven to adhere to house style and editorial standards. Resilient and adaptable, balancing multiple edits, deadlines, and shifting priorities. Collaborative and constructive, providing clear feedback to writers and analysts. Self-motivated and capable of working independently while also collaborating seamlessly with colleagues across time zones. Flexible in meeting tight deadlines, including working late-night shifts when required. Intellectually curious and proactive with a keen interest in global market trends and financial developments.

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Chennai location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Vadodara location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Kolkata location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .