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5.0 - 10.0 years
0 Lacs
karnataka
On-site
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. **Role Overview:** As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients in the Wealth or Asset management Industry. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. **Key Responsibilities:** - Experience working in Wealth or Asset management Industry in the areas of portfolio accounting / fund accounting - Work experience in fund accounting platform migrations/implementations would be a big plus - Strong knowledge of various asset classes such as fixed income, equity, derivatives across front office, middle office, and back office for either or both buy and sell side of business - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration - High-level understanding of data model and application/business architecture around the package - Understanding client requirements and streamlining them appropriately to the team - Relating high-level business requirements to appropriate package capabilities - Reviewing client processes and workflows and making recommendations to maximize benefits from the package - Demonstrating good leadership skills - Excellent client-facing skills **Qualifications Required:** - MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 5 to 10 years of experience **Preferred Skills:** - Good Techno functional knowledge of Core Wealth/Asset management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Exposure to Charles River, Aladdin, Bloomberg AIM or other front office platforms - Technical experience of working on data, understanding relational data models, and SQL queries - Experience in any or more of Oracle, MS SQL, DB2 databases. Good data analytics skills - Advanced excel and VBA skills **Additional Details:** EY exists to build a better working world, helping to create long-term value for clients, people, and society, and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,
Posted 2 days ago
2.0 - 5.0 years
3 - 5 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Role & responsibilities To execute fast and timely error free trades and also give trade confirmation to clients on email and recorded telephone line To upload batch file for large no of trades in Odin/ TT Broking Revenue for Sharekhan One Segment Handle clients in a very effective and seamless manner Preferred candidate profile Graduate Good communication skill Good understanding and knowledge of Equity, Derivatives and all related products
Posted 6 days ago
4.0 - 9.0 years
0 Lacs
karnataka
On-site
You will be responsible for managing and delivering innovative solutions to clients as an Eagle Business Analyst at EY. Your role will require flexibility, adaptability, and a strong passion for innovation. It is essential to effectively liaise and manage key stakeholders and technical teams to ensure successful delivery of solutions. The ideal candidate should have experience working in the Wealth or Asset Management Industry focusing on areas such as Middle Office, Trade Lifecycle, Security Reference Data, and Portfolio Accounting. A strong knowledge of various asset classes like fixed income, equity, and derivatives across front, middle, and back office operations for both buy and sell side businesses is crucial. Exposure to portfolio management, trade execution, data control, operations, and portfolio administration is also necessary. You should possess a high-level understanding of data models and application/business architecture related to the package. Furthermore, the role requires the ability to understand client requirements, streamline them for the team, and relate high-level business requirements to the package capabilities. Reviewing client processes and workflows to recommend improvements for maximizing benefits from the package is also key. Leadership skills and excellent client-facing abilities are essential for this role. The preferred educational background includes an MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 4 to 9 years of experience. Preferred skills for this position include techno-functional knowledge of Core Wealth/Asset Management with exposure to the Eagle Platform (Pace and STAR), experience in managing Eagle upgrades, and writing business requirements and user stories on the Eagle Platform (Pace and STAR). Technical experience in working with data, understanding relational data models, SQL queries, and proficiency in Oracle, MS SQL, DB2 databases, and data analytics skills are advantageous. Advance Excel and VBA skills are also preferred. Join EY and contribute to building a better working world by creating new value for clients, people, society, and the planet. EY teams utilize data, AI, and advanced technology to help clients shape a confident future and develop solutions for today's and tomorrow's pressing issues across assurance, consulting, tax, strategy, and transactions. With a globally connected network and diverse ecosystem partners, EY teams provide services in over 150 countries and territories.,
Posted 6 days ago
1.0 - 5.0 years
1 - 5 Lacs
chennai, tamil nadu, india
On-site
Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.
Posted 1 week ago
1.0 - 5.0 years
1 - 5 Lacs
belgaum, karnataka, india
On-site
Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.
Posted 1 week ago
1.0 - 5.0 years
1 - 5 Lacs
mangalore, karnataka, india
On-site
Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.
Posted 1 week ago
5.0 - 10.0 years
0 Lacs
noida, uttar pradesh
On-site
At EY, you'll have the opportunity to shape a career that aligns with your unique qualities, supported by a global network, inclusive environment, and cutting-edge technology, enabling you to strive towards realizing your full potential. Your distinctive voice and perspective are essential in contributing to EY's continuous improvement. By joining us, you will not only create a remarkable journey for yourself but also contribute to fostering a more prosperous working world for all. As a WAM Fund Accounting Business Analyst - Senior Consultant, you will play a crucial role in delivering innovative solutions to our clients. Your role demands flexibility, adaptability, and a genuine passion for innovation. Managing and collaborating with key stakeholders and technical teams to ensure successful solution delivery will be a significant part of your responsibilities. The ideal candidate should possess the following qualifications: - Proven experience in the Wealth or Asset Management Industry, specifically in portfolio accounting/fund accounting. - Background in fund accounting platform migrations/implementations would be highly advantageous. - Profound knowledge of various asset classes including fixed income, equity, derivatives, across front office, middle office, and back office functions for either buy-side, sell-side, or both. - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration. - High-level comprehension of data models and application/business architecture related to the package. - Strong ability to understand client requirements and effectively communicate them to the team. - Proficiency in translating high-level business requirements into suitable package capabilities. - Evaluating client processes and workflows to provide recommendations for maximizing benefits from the package. - Exceptional leadership and client-facing skills. - Qualifications such as MBA/CA/CFA/MCA/BE/B.Tech or equivalent, accompanied by 5 to 10 years of relevant experience. Preferred Skills: - Solid techno-functional knowledge of Core Wealth/Asset Management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Familiarity with Charles River, Aladdin, Bloomberg AIM, or other front office platforms. - Technical expertise in working with data, understanding relational data models, and executing SQL queries. - Experience with Oracle, MS SQL, DB2 databases, coupled with strong data analytics capabilities. - Proficient in advanced Excel and VBA skills. EY is committed to building a better working world, where long-term value is created for clients, individuals, and society, fostering trust in the capital markets. With the support of data and technology, diverse EY teams across 150 countries provide assurance and assist clients in their growth, transformation, and operations. Operating within assurance, consulting, law, strategy, tax, and transactions, EY teams strive to address complex global challenges by asking insightful questions and discovering innovative solutions.,
Posted 1 week ago
4.0 - 9.0 years
0 Lacs
chennai, tamil nadu
On-site
At EY, you'll have the opportunity to shape a career that aligns with your individuality, leveraging global resources, support systems, an inclusive environment, and cutting-edge technology to empower you to reach your full potential. Your distinctive voice and insights are valued as we look to enhance EY's offerings and operations. By joining us, you can craft a rewarding journey for yourself while contributing to a more sustainable and prosperous working world for all. As a WAM Fund Accounting Business Analyst specializing in the Eagle Platform, your role will involve managing and implementing innovative solutions for clients. Your success in this position will depend on your ability to remain agile, adaptable, and deeply committed to driving innovation. You will collaborate closely with key stakeholders and technical teams to ensure the seamless delivery of solutions. The ideal candidate should possess the following qualifications: - Previous experience in the Wealth or Asset Management industry, particularly in areas such as Middle Office, Trade Lifecycle, Security Reference Data, and Portfolio Accounting - Proficiency in various asset classes including fixed income, equity, and derivatives across front, middle, and back office operations on either the buy or sell side of the business - Exposure to portfolio management, trade execution, data control, operations, and portfolio administration - High-level understanding of data models and application/business architecture related to the Eagle Platform - Strong ability to grasp client requirements and effectively communicate them to the team - Capability to translate high-level business requirements into suitable package functionalities - Assessment of client processes and workflows to provide recommendations for optimizing package benefits - Demonstrated leadership skills and exceptional client-facing abilities - Educational background in MBA/CA/CFA/MCA/BE/B.Tech or equivalent, with 4 to 9 years of relevant experience Desired skills for this role include: - Techno-functional expertise in Core Wealth/Asset Management with a focus on the Eagle Platform (Pace and STAR) - Experience in overseeing Eagle upgrades and creating business requirements and user stories within the Eagle Platform (Pace and STAR) - Technical proficiency in data management, relational data models, SQL queries, and familiarity with Oracle, MS SQL, DB2 databases, along with strong data analytics capabilities - Advanced skills in Excel and VBA programming By working at EY, you will be part of a global network of diverse teams that are committed to building a better working world. Through the use of data and technology, EY professionals across 150 countries provide assurance, foster growth, drive transformations, and deliver operational excellence. Whether in assurance, consulting, law, strategy, tax, or transactions, EY teams are dedicated to addressing complex challenges by asking critical questions and uncovering innovative solutions.,
Posted 1 week ago
5.0 - 10.0 years
0 Lacs
pune, maharashtra
On-site
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant, you will be responsible for managing and delivering innovative solutions to clients. To excel in this role, you must be flexible, adaptable, and passionate about innovation. Your duties will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. The successful candidate for this role will have the following qualifications and skills: - Experience working in the Wealth or Asset Management Industry, specifically in portfolio accounting/fund accounting. - Prior work experience in fund accounting platform migrations/implementations would be a significant advantage. - Strong knowledge of various asset classes such as fixed income, equity, derivatives across front office, middle office, and back office for either or both buy and sell sides of the business. - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration. - High-level understanding of data models and application/business architecture around the package. - Ability to understand client requirements and streamline them appropriately to the team. - Capability to relate high-level business requirements to appropriate package capabilities. - The skill to review client processes and workflows and make recommendations to maximize benefits from the package. - Good leadership skills and excellent client-facing skills. - Educational qualifications such as MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 5 to 10 years of experience. Preferred skills for this role include: - Good Techno-functional knowledge of Core Wealth/Asset Management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Exposure to Charles River, Aladdin, Bloomberg AIM, or other front office platforms. - Technical experience working on data, understanding relational data models, SQL queries. - Experience in one or more of Oracle, MS SQL, DB2 databases with good data analytics skills. - Proficiency in Advanced Excel and VBA skills. At EY, we exist to build a better working world, helping to create long-term value for clients, people, and society while building trust in the capital markets. Our diverse teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate across assurance, consulting, law, strategy, tax, and transactions. We ask better questions to find new answers for the complex issues facing our world today.,
Posted 1 week ago
3.0 - 5.0 years
10 - 15 Lacs
mumbai
Work from Office
Key Deliverables / Accountabilities Co-ordinate with AMCs to confirm orders received from them Co-ordinate with PROP dealers for execution of underlying ETF baskets Update AMC on order execution Should be able to execute basket orders Should be well versed with Bloomberg Should be able to execute trades using Omnesys AIgo's Should be able to communicate effectively with the clients Should be good in excel Competencies Required Excellent written and verbal communication skills Expertise in using trading platforms like Bloomberg and execution terminals Skill in negotiating deals that benefit both clients and the firm Ability to build and maintain strong, long-term relationships with institutional clients The ability to conduct thorough market research to identify trends Essential Educational & Experience Qualification Graduation / MBA in any stream with 1-3 years of experience
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
rohtak, haryana
On-site
As a Sales Executive in the FMCG beverages industry, you will manage both General Trade (GT) and Modern Trade (MT) channels. Your primary responsibilities will include overseeing distributors, cultivating relationships with retailers, ensuring product availability, and driving sales growth. Your key duties as a Sales Executive in FMCG Beverages will involve: Sales & Revenue Growth: - Meeting sales targets for both General Trade (GT) and Modern Trade (MT). - Developing and implementing sales strategies to enhance product penetration. - Identifying new business opportunities to expand market share. Distributor & Retail Management: - Managing relationships with distributors, wholesalers, and retailers. - Ensuring stock availability and timely replenishment. - Negotiating terms, pricing, and promotions with distributors and retailers. Trade Execution & Merchandising: - Ensuring proper product placement and visibility in stores. - Implementing promotional campaigns and in-store activations. - Monitoring competitor activities and proposing enhancements. Market Analysis & Reporting: - Tracking sales performance and analyzing trends. - Providing insights on consumer behavior and competitor strategies. - Preparing sales reports for management. Customer Relationship Management: - Establishing strong relationships with key accounts, store managers, and distributors. - Addressing customer complaints and ensuring high service levels. Coordination with Internal Teams: - Collaborating closely with supply chain, marketing, and finance departments. - Ensuring seamless order fulfillment and promotional execution. Qualifications for an FMCG Sales Executive: Educational Background: - 12th Pass/Bachelor's degree in Business Administration, Marketing, Commerce, or a related field. Job Type: Full-time Schedule: Day shift Language: English (Preferred) Work Location: In person,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
ranchi, jharkhand
On-site
As a Dealer at Geojit Financial Services Ltd, your primary responsibility will be to communicate effectively with clients in order to understand their investment objectives. You will be required to provide market insights and execute trades based on the preferences and confirmations provided by the clients. It is essential to suggest trade and investment recommendations as directed by the fundamental and technical research team. Executing buy and sell orders for clients across various financial markets and instruments in a timely and accurate manner is crucial. You must ensure that proper evidence of the order has been acquired, confirming with clients on TRAQS - TRADE CODE, RATE, ACTIVITY, QUANTITY, and SCRIP. Additionally, expanding the customer base through proactive prospecting methods such as cold-calling, appointment scheduling, and leveraging references/leads is a key aspect of the role. You will be responsible for providing clients with precise trade confirmations on a daily basis and reporting any trade-related grievances from customers directly to the Compliance Department at the Head Office promptly. Activating dormant or inactive clients by encouraging them to resume trading activities is also part of your duties. Cross-selling based on customer needs, particularly third-party products, with the aim of enhancing engagement with existing clients and maximizing revenue generation for the company will be expected. Maintaining regular communication with clients through telephone calls and in-person meetings is essential. Furthermore, monitoring market conditions, trends, and news that could potentially impact the prices of securities or other financial products is crucial to stay informed and make informed trading decisions.,
Posted 2 weeks ago
5.0 - 15.0 years
6 - 10 Lacs
kolkata, birbhum
Work from Office
1. Trading of edible oils 2. Developing and executing sales strategies to increase revenue and ensure market penetration 3. Building and maintaining relationships with key customers, suppliers, and transporters 4. Distribute accurate daily market rates with parity chart and coordinate with the Trade members for effective trade executions 5. Sales volume maximization loose oil trading 6. Daily parity calculation of domestic imported oils
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
vadodara, gujarat
On-site
The Terminal Operator plays a critical role in supporting trading operations by managing and operating stock market trading terminals such as NSE NOW, BSE BOLT, ODIN, NEAT, Bloomberg, or Refinitiv. Your responsibilities include executing trades on behalf of clients or the firm, ensuring compliance with market regulations, and maintaining trading system integrity and uptime. You will act as a bridge between dealers, clients, and back-office operations. Operate equity and derivatives trading terminals (NSE, BSE, MCX, etc.) accurately and swiftly on behalf of clients or dealers. Monitor market movements and terminal alerts in real time to ensure timely actions. Maintain client order books, ensuring trade confirmations are sent promptly. Your role involves ensuring that all trades are within regulatory and risk limits while troubleshooting terminal issues and coordinating with software vendors or IT support. You will assist in daily market opening/closing activities and system readiness checks. Coordinate with risk, compliance, and back-office teams for smooth trade settlements. Keep accurate records of trades, margin reports, and audit trails in compliance with SEBI and exchange regulations. Provide support to relationship managers and dealers for order routing, price discovery, and research tools while maintaining the confidentiality and integrity of trading data and client information. Requirements: - Bachelors degree in Commerce, Finance, Business Administration, or related field. - Job Type: Full-time Work Location: In person,
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
coimbatore, tamil nadu
On-site
The role involves coordinating with clients for their daily trades in Commodity, assisting customers in executing trades online, and placing orders on behalf of clients while ensuring healthy revenues without compromising on client profitability. You will be responsible for confirming orders and trades to clients, providing necessary market information to clients, and activating inactive clients through regular follow-up. Additionally, you will need to regularly follow up with clients, handle their queries, and stay updated on micro & macroeconomic indicators, global & domestic financial markets, and their impact on stock movements. Achieving the business targets in terms of revenue generation, client acquisition, client relationship enhancement & upgrade, and ensuring the highest level of service to clients is crucial. The ideal candidate must be a graduate/postgraduate with NISM - Commodity & Currency certification (preferred) and at least 5 years of experience in the broking industry with a background in Commodity knowledge. Good communication skills, self-motivation, and a proactive approach are essential for this role.,
Posted 2 weeks ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
The position of KYC - NCT based in Mumbai, India, requires a Know Your Client (KYC) Analyst who will focus on client onboarding (COB) and exceptions in accordance with regulatory standards and jurisdictions. The Analyst will be responsible for providing regular updates to senior bank stakeholders regarding changes in KYC, Anti Money Laundering (AML), and Anti Financial Crime (AFC) areas, ensuring seamless implementation of any required changes. Additionally, the KYC Analyst will assist the bank's clients by managing all KYC and account opening requirements with proper governance and controls, while strictly adhering to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account openings to facilitate trade execution. As part of the flexible scheme, you will enjoy benefits such as a best-in-class leave policy, gender-neutral parental leaves, sponsorship for industry-relevant certifications and education, employee assistance program for you and your family members, comprehensive hospitalization insurance for you and your dependents, accident and term life insurance, and complementary health screening for individuals aged 35 years and above. Key Responsibilities: - Focus on client onboarding (COB) and exceptions in line with regulatory standards - Provide updates to senior bank stakeholders on changes in KYC, AML, and AFC areas - Assist bank clients by managing KYC and account opening requirements with proper governance and controls - Adhere strictly to SOPs and OLAs to ensure accurate and timely account openings Skills and Experience: - More than 6 months of experience in Corporates - Good communication and system knowledge Support: - Training and development opportunities to excel in your career - Coaching and support from experts in your team - Culture of continuous learning for progression - Range of flexible benefits to tailor to your needs Deutsche Bank Group strives for a culture of excellence, responsibility, commercial thinking, initiative-taking, and collaborative work. The company values empowerment, progression, and inclusivity, promoting a positive and fair work environment for all individuals. Visit our company website for further information: [https://www.db.com/company/company.htm](https://www.db.com/company/company.htm),
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
You will be joining Jainam Broking Limited as an Institutional Sales Trader, where your primary responsibility will be to manage and enhance relationships with institutional clients, execute trades, and provide valuable market insights. Your role will require a deep understanding of financial markets, exceptional communication skills, and the capability to establish and maintain strong client connections. Your main duties will include: Client Relationship Management: - Cultivating and nurturing relationships with institutional clients such as hedge funds, asset managers, pension funds, psu/private banks, and other major investors. - Serving as the main point of contact for clients, offering personalized advice, and executing their trading strategies. - Providing clients with market insights, trading ideas, and updates on market trends. Trade Execution: - Efficiently executing client orders in equity and derivatives markets, ensuring adherence to best execution practices from ODIN and Bloomberg. - Monitoring trading activities to ensure accurate and timely execution of client orders. - Advising clients on market liquidity, trade strategies, and pricing. Market Analysis: - Supplying clients with current market information, economic reports, and technical analysis to support decision-making. - Collaborating with the research team to grasp market conditions and offer recommendations to clients. Risk Management & Compliance: - Ensuring that all trading activities comply with internal risk management protocols and regulatory requirements. - Staying updated on relevant market regulations and compliance standards. Business Development: - Establishing new institutional client relationships and recognizing fresh sales prospects within the institutional segment. - Collaborating with the sales team to expand the firm's institutional client base and revenue. Collaboration: - Working closely with internal trading desks, research teams, and other departments to ensure top-notch service delivery to clients. - Providing feedback on client needs, product offerings, and market conditions to internal teams. Qualifications: Education: - Master's degree in Finance, Economics, Business, or a related field. Experience: - Minimum of 5 years of experience in institutional sales trading, preferably at a broking firm or investment bank. - Solid understanding of financial products, including equities, fixed income, and derivatives. - Demonstrated track record in managing institutional client relationships and executing trades efficiently. Skills: - Exceptional communication, negotiation, and interpersonal skills. - Strong analytical and problem-solving abilities with a keen insight into market trends. - Proficiency in trading platforms, financial software, and market data tools. - Knowledge of risk management practices and regulatory compliance standards.,
Posted 2 weeks ago
7.0 - 11.0 years
0 Lacs
vadodara, gujarat
On-site
You will be responsible for executing Roll-over plans with utmost accuracy and managing the execution of trades through internal dealers. Your duties will include intraday position tracking, margin management for efficient execution, and tracking brokerwise PCR. You will troubleshoot any terminal or trading system issues and update, manage, and develop all end-of-day (EOD) files such as delta sheet, RO files, and position tracking file. Additionally, you will assist in decision making and ensure all front office systems are ready at the beginning of the day. Your role will involve reviewing positions and suggesting opportunities for rolling over or closing positions. You will also be responsible for ensuring the smooth operation of Lease line for RMS, handling RMS development, RMS Broadcast related issues, and immediate reporting of any market or stock sensitive events. Managing the Results calendar, News & events calendar, OI update, and market FII snapshot will also be part of your responsibilities. You will handle Metastock software operations and back-office operations in the absence of the Back office Assistant. To qualify for this position, you should be a graduate in any field with a minimum of 7 to 8 years of experience in Securities, Broking, and Investment firms. This is a full-time job opportunity.,
Posted 3 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
pimpri-chinchwad, pune
Work from Office
Job Description EXIM Job Description • Take care of all the Import Export related Activities. • Manages the import/export process and ensures compliance with foreign government laws and regulations. • Liasoning with DGFT, Export benefits under various Government Schemes ECGC. • Expedites the flow of traffic to/from foreign destinations, including customs documentation and transportation. • Oversees the completion of paperwork and monetary transactions associated with international distribution in a timely manner. • Negotiate with clients or handle issues with customs officials. • Consultation of the clients regarding insurances, duties and taxes. Monitoring of the shipments to ensure the compliance of regulations. • Search for possibilities to reduce taxes. • Maintenance of customer relations and participation in the organization's sales activities. • Budget and Manage International Trade and Taxations. • Resolve the Issue regarding the Export Orders. • Report to Management on activities and Issue. • Coordination with the CHA for on-going issues with custom and CFS.. • Correspondence with Import suppliers. Education Any graduate & Diploma in Import Export Having 2-5 years of Experience in relevant field.
Posted 3 weeks ago
0.0 - 2.0 years
2 - 3 Lacs
bhopal, ajmer, jodhpur
Work from Office
Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidate kindly send their C.V on neha.singh@sharekhan.com or can directly call on 8655403320
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
mehsana, gandhinagar, vadodara
Work from Office
Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage
Posted 3 weeks ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, bengaluru
Work from Office
Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258
Posted 3 weeks ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, bengaluru
Work from Office
Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258
Posted 3 weeks ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, kozhikode, bengaluru
Work from Office
Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Preferred candidate profile Graduation is Must NISM 8 certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258
Posted 3 weeks ago
2.0 - 5.0 years
3 - 5 Lacs
delhi, india
On-site
Description We are seeking a skilled Equity Dealer to join our dynamic team in India. The ideal candidate will have a solid understanding of equity markets and a passion for trading. You will be responsible for executing trades, managing client portfolios, and providing insights into market conditions. Responsibilities Execute buy and sell orders for equity securities on behalf of clients. Monitor market trends and analyze stock performance to provide informed recommendations. Maintain and update client portfolios, ensuring compliance with regulatory requirements. Communicate effectively with clients to understand their investment goals and provide tailored solutions. Prepare reports on market conditions, stock performance, and portfolio status for clients and management. Skills and Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-5 years of experience in equity trading or a related financial services role. Strong understanding of stock markets, trading strategies, and financial instruments. Proficient in using trading platforms and financial analysis software. Excellent analytical and quantitative skills to assess market trends and data. Strong communication and interpersonal skills to engage with clients and stakeholders effectively. Ability to work under pressure and make quick decisions in a fast-paced environment. Job Description (Tasks & Activities involved) Engage directly with clients for trade execution, addressing inquiries and concerns related to trades and investments. Perform onboarding calls and handholding for new clients, ensuring smooth integration and support for the first 3 months. Execute trades in the terminal, ensuring accuracy and compliance with the trading manual and regulatory guidelines. Ensure timely resolution of helpdesk entries related to trade execution and client issues. Coordinate trade approvals and prepare necessary documentation, ensuring seamless communication with clients and internal teams. Review trades, credit balances, and client portfolios, focusing on accounts with no recent trades (3 months or more). Analyze and update stock trend sheets and client portfolios, including equity modification sheets and CRM updates. Regularly assess portfolios, identifying underperforming stocks or those with excessive weightage, and recommend necessary adjustments. Track and review monthly trades, especially for NRI clients, ensuring accurate portfolio and database updates. Take buy-in from clients for monthly investments and strategize ways to build and strengthen their portfolios. Keep clients informed on upcoming IPOs, UPI ID collection, bidding data, and other relevant investment opportunities. Collaborate with the Mumbai Research Team and Vaibhav Jain to enhance portfolio performance and generate stock recommendations. Update and monitor equity sheets, trade sheets, payment reminders, dormant accounts, and monthly infusions. Track daily trade volumes, pending trades, and approvals on the dashboard for accurate reporting. Prepare and distribute portfolio reports to clients, ensuring accurate tracking and timely updates. Conduct research on stock trends and equity recommendations, formulating ideas and presenting them to clients for potential trades. Provide market updates and roundups to key clients, helping them stay informed of current market conditions and opportunities. Ensure process efficiency within the Equity Department, reviewing SOPs, manuals, and Kaizen initiatives to optimize workflow. Handle new client additions, ensuring accurate portfolio entries and client documentation in equity databases and CRM systems. Continuously monitor and mitigate risks in trading and investment strategies to protect client portfolios. Ensure full compliance with SEBI guidelines and all regulatory standards in the trading and investment process.
Posted 3 weeks ago
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