422 Structured Products Jobs - Page 9

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

: Job TitlePortfolio Analyst, AS LocationMumbai, India Role Description Loans / lending commitments are a key component of the relationships held by Deutsche Bank with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the product lines across the Corporate Bank and Investment Bank divisions. Strategic Corporate Lending (SCL) provides governance around the investment of capital into these client relationships and risk manages the approved final hold positions down to pre-defined thresholds set by Credit Risk Management. SCL owns the loan risk that it is hedging within its predominantly senior, u...

Job Description Private Banker (UHNI Segment) Role Overview ? We are seeking an experienced and dynamic Private Banker to manage and grow relationships with Ultra High Net Worth Individuals (UHNI) . The role requires a deep understanding of wealth management, investment advisory, and financial planning tailored to sophisticated client needs. The incumbent will serve as a trusted advisor, delivering personalized solutions across investments, estate planning, tax optimization, and family office services. Key Responsibilities Client Acquisition & Relationship Management Acquire and manage relationships with UHNI clients. Act as the primary point of contact for clients, offering end-to-end wealt...

Dear Candidate, Urgent opening with leading Broking Firm. Location : Bangalore and Hyderabad CTC : Upto 50 LPA Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973 Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location. This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences....

Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, an...

Role & responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients of Sharekhan either through face to face situations or through telephonic conversations or both. Responsible for growing revenues of broking, lending products, Sharekhan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time Add new to ...

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

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

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 t...

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 f...

Head Offshore Investments Location: Mumbai Business Unit: International Banking Group Role Type: Managerial Job Description Lead the development and management of international investment products (mutual funds, bonds, structured products, REIT/INVITS, alternates and more). • Ensure regulatory compliance with RBI, SEBI, and international authorities like CBB, DFSA, MAS, etc. • Collaborate with stakeholders (Wealth Advisors, Marketing, Compliance, IT) and external partners (AMCs, custodians). • Drive customer-focused enhancements and enable the sales force with training, analytics, and tools. • Monitor and report on product performance, profitability, and customer uptake. Experience Bachelor’...

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...

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM.

Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM...

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

Role & 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 an...

The role involves supporting the PAN Markets BM team in Mumbai to produce business critical MIS reports, Revenue Forecasting Models, Budgeting Models, Operational Risk Management, and Controls & Governance. The focus will be on brokerage related initiatives, producing MI for senior management, Automation of reports, creating dashboards, etc. You will work closely with the Distribution Sales Force, Trading, Operations (Middle Office), onboarding team, Finance, and Technology partners globally to ensure appropriate capture of Client Revenues for accurate and insightful business performance reporting. The CMBS origination team underwrites loans secured by commercial mortgages that are securitiz...

The candidate will be supporting the PAN Markets BM team in Mumbai and will be responsible for producing business critical MIS reports, Revenue Forecasting Models, Budgeting Models, Operational Risk Management, Controls & Governance, and Driving Brokerage Cost related controls. You will focus on brokerage related initiatives, producing MI for senior management, Automation of reports, creating dashboard, etc. As a Sales Assistant, you will work closely with the Distribution Sales Force, Trading, Operations (Middle Office), onboarding team, Finance, and Technology partners globally to ensure the appropriate capture of Client Revenues to facilitate accurate and insightful business performance r...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore and offshore. The person will pitch relevant wealth solutions both inbound and outbound across Funds, AIFs, Insurance, Fixed Income and Structured products. Key Responsibilities Strategy The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore and offshore. The person will ...

You will be responsible for leading as a Business Analyst with expertise in Non-Financial Regulatory Reporting. Your role will involve implementing and managing regulatory controls using third-party systems such as Kaizen and Droit. You must have experience in Change Management related to remediation and implementation in Regulatory Reporting projects, specifically in MIFID II, EMIR, and SFTR within the banking or financial services sector. A strong understanding of Agile and Waterfall frameworks is essential for this position. Your excellent communication, problem-solving, and stakeholder management skills will be crucial in this role. It is preferred that you have previous experience worki...

You will be part of the Financial Instruments and Technology Group (FIT) at Kroll, where you will be involved in developing innovative applications to meet the needs of clients, analyze investments, and provide insights into holdings. As a Senior Consultant, you will play a crucial role in expanding the technology team by leveraging your expertise in financial analysis and building complex, scalable analytic tools that ensure high performance and reliability. Your ability to work on multiple projects simultaneously and liaise effectively with technical and financial professionals will be key. The culture at Kroll is characterized by openness, collaboration, and a drive to overcome challenges...