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0.0 - 2.0 years
0 - 2 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
(Mention HR Harsh on CV ) Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. If experienced then candidate should have all the documents of previous organisation. HR Reference (Mention on the CV): Harsh Bhadra We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 8692988070 Email: harsh.bhadra.c@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office). Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Salary best in the market. Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708. For more details contact HR Harsh at 8692988070
Posted 1 month ago
2.0 - 4.0 years
1 - 4 Lacs
Bengaluru
Work from Office
Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders. Advising client based on Research report Location Chennai, Cochin, Hyderabad, Bangalore
Posted 1 month ago
2.0 - 7.0 years
3 - 8 Lacs
Chandigarh, Ambala
Work from Office
Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal
Posted 1 month ago
4.0 - 9.0 years
4 - 9 Lacs
Rohtak, Ambala, Hisar
Work from Office
Equity manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Hissar, Ambala NISM Series – VIII (Equity derivatives) is mandatory
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Ludhiana, Chandigarh, Dehradun
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 1 month ago
5.0 - 10.0 years
30 - 35 Lacs
Mumbai
Work from Office
: Job Title TAS Client Service Specialist Location: Mumbai, India Corporate TitleAVP Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover APAC working hours supporting the APAC business Corporate title will depend on the relative experience of candidate. OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) 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 Complementary Health screening for 35 yrs. and above Your key responsibilities Supporting the Corporate Trust APAC business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs
Posted 1 month ago
3.0 - 5.0 years
9 - 14 Lacs
Mumbai
Work from Office
: Job Title- TAS Client Service Analyst Corporate Title - Associate Location- Mumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) 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 Complementary Health screening for 35 yrs. and above Your key responsibilities Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 1 month ago
2.0 - 4.0 years
1 - 4 Lacs
Bengaluru
Work from Office
Job Information Job Opening ID ZR_1605_JOB Date Opened 01/12/2022 Industry Technology Job Type Work Experience 2-4 years Job Title Trade Advisor-Dealer City Bangalore Province Karnataka Country India Postal Code 560002 Number of Positions 4 LocationChennai, Cochin, Hyderabad, Bangalore Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders. Advising client based on Research report check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Noida, Gurugram
Work from Office
Min exp 1 year in finance-equity, stocks, wealth management Only bcom, bba, mba finance Package 6.5 lpa Drop cv on supreet.imaginators@gmail.com
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Job Title: Sr. Stock Market Faculty Job Location - DELHI, NOIDA Job Type: Full-Time Department: Financial Education / Training & Development Reports To: Head of Academics / Training Manager Job Summary: We are seeking a passionate and knowledgeable Stock Market Faculty to deliver high-quality training in equity markets, trading strategies, technical and fundamental analysis, derivatives, and portfolio management. The ideal candidate should have both theoretical knowledge and practical experience in the financial markets. Key Responsibilities: Design and deliver engaging training sessions on stock market fundamentals, technical & fundamental analysis, derivatives, trading strategies, and related topics. Prepare course content, study materials, presentations, assignments, and exams. Keep students updated with current trends, real-time data, and case studies from the stock market. Provide mentorship and guidance to students preparing for exams like NISM, NCFM, CFA, or similar certifications. Conduct webinars, workshops, and mock trading sessions using live market platforms (e.g., NSE/BSE terminals, TradingView, etc.). Stay updated with industry trends, regulatory changes, and trading technologies. Collaborate with other faculty and departments to develop cross-functional financial program Requirements: Bachelors or Masters degree in Finance, Economics, Commerce, or related field. Certifications like NISM, NCFM, equivalent (preferred). 2+ years of experience in stock market trading or teaching stock market courses. Strong understanding of equity, derivatives, mutual funds, and other financial instruments. Excellent communication, presentation, and classroom management skills. Familiarity with trading platforms and market analysis tools (e.g., MetaTrader, TradingView, Zerodha, etc.). Preferred Skills: Passion for teaching and mentoring. Ability to simplify complex financial concepts. Real-world trading or investment experience. Proficiency in MS Office, Excel, and financial modeling. Remuneration: [As per industry standards / Negotiable based on experience and qualifications] Candidates Can Call for Interview Lineup - 9871090777, 9871060777, Share your Resume - info@dipeinstitute.com
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
Ahmedabad
Work from Office
Executive in Demat Division NSDL Location: Ahmedabad Experience: 2 - 3 Years Expand Job Details Duties & Responsibilities: Monthly, Quarterly, Half yearly, yearly Report submissions to NSDL Downloading and submitting NSDL PMLA report Modification and verification of Accounts, DIS slip, and DRFs Checking and reporting Grievance every month Preparation of MIS Pay-in & Pay-out BuyBack & Early Pay-in Qualifications: Experience in capital market preferably in DP/RTA or broking firm. Good communication skills. Proficient in Microsoft Excel, Word. NCFM DP Module certified preferred Salary: Best in Industry *Additional incentives based on Performance Apply Now
Posted 1 month ago
0.0 - 2.0 years
3 - 7 Lacs
Ahmedabad
Work from Office
Business Development Manager - Sales New 0 - 2 Year Expand Job Details Key Responsibilities: Client acquisition for Demat, Commodity, currency account Sound knowledge of Equity, Commodity & Currency. Base Salary + Incentives + Rewards and recognition
Posted 1 month ago
3.0 - 8.0 years
2 - 5 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
* Fast execution of orders manually on GREEK * Able to see the overall direction of the market and make trades accordingly. * Following the trading rules in carrying out daily trading operations. * Trading on the allocated Strategy *Good typing Speed Required Candidate profile Communication of trading positions and trading Setup Maintaining trading diaries and net positions on daily basis (at end of the day) good speed at the terminal good with Number crunching.
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
Mohali
Work from Office
Job description Were looking for a Stock Market Operations Associate who can act as the first point of contact for victims of trading-related frauds . Your role will be to listen, guide, and coordinate with affected retail traders and work with our internal compliance team to help build strong cases against unethical practices in the market. What Youll Do: Talk to impacted traders to understand how they’ve been misled or scammed Collect and document evidence, proofs, transaction records, and broker details Help clients register formal complaints with SEBI, RBI, Cyber Police & other authorities Coordinate internally with our legal & drafting team to prepare complaint submissions Be the bridge between a distressed client and legal action Maintain detailed records of each case and escalate high-risk issues appropriately Who You Should Be: Have 0.5–2 years of experience in client interaction / calling roles (preferably financial services or broking) A strong grip on stock market basics, SEBI rules, F&O scams, tip-selling frauds, and broker misconduct Excellent verbal communication skills in Hindi & English Confident in speaking empathetically yet assertively to clients Comfortable handling sensitive conversations over the phone Organized, detail-oriented and calm under pressure What Makes This Role Unique: You’ll be directly involved in helping people who’ve lost money in the market due to scams You’ll work closely with Cyber, RBI & SEBI-registered compliance experts You’ll gain deep insights into stock market regulations, fraud investigation, and investor protection frameworks Ready to join the fight against financial fraud? Apply now and help restore integrity to India’s capital markets — one case at a time. Contact @ 98778 37011
Posted 2 months ago
1.0 - 3.0 years
2 - 3 Lacs
Gandhinagar, Gift City
Work from Office
Hello Job seekers!!! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader, apply now!!! No. of Position: 20 Job Location: Gif City, Gandhinagar Role: Research Analyst Experience: 1-3 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: The one who has minimum 1 Years of experience in Equity Derivative trading. A person who has experience of working on Calendar Strategy. A person who has following skills like: Proficient in Excel Analytical & Numeracy Skills Research Skills Ability to Focus High on Integrity, Flexible & Adaptable Self-Motivated & Result Oriented Risk Management Skills Ability to take calculated risk & confident to perform trading activities. Pro-active decision making under pressure. If you are interested, please apply directly on abhishek.bhatt@junomoneta.in Thanks & Regards, Team Human Resource
Posted 2 months ago
0.0 years
2 - 3 Lacs
Mumbai, Mumbai Suburban
Work from Office
Dear Applicants, Greetings from Teamware Solutions! Position : Collateral Ops Location: Mumbai (Apply if you are in western line) Experience : 0 Years (Freshers - Imarticus Investment Banking) Note: - Required Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description:- Bachelor-s Degree 0-3 years of relevant working experience Excellent command in English communication skills Good understanding of financial products, including equity/fixed income OTC derivative, FX products and basic knowledge of ISDA/CSA is a bonus. Ability to work under pressure Attention to detail Escalation Awareness: ability to assess risk and exposure issues Ability to work with external clients to enhance the client experience Knowledge of Microsoft Office with a focus on Excel
Posted 2 months ago
2.0 - 7.0 years
2 - 5 Lacs
Prayagraj, Kanpur, Lucknow
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 2 months ago
3.0 - 8.0 years
12 - 16 Lacs
Thiruvananthapuram
Work from Office
RoleAnalyst-Financial advisory - Deliver high quality advisory services on FX markets to clients, protecting them against FX risk. Sale of Risk advisory services as per various schemes of Financial. - Cross selling of other services offered by Financial Services for eg. Policy, Valuations etc. - This will require you to employ sound Technical and Fundamental Analysis - These currency strategies will then need to be translated to actionable hedging/trading strategies for clients based on their risk appetite and existing currency positions - You will have to acquire Clients and service them, whom you need to call per agreed charter (daily, fortnightly, monthly etc.) and be their extended market risk support partner. - End-To-End responsibility for these clients will be expected spanning invoicing, fee upgrades, relationship management, renewal of the account, enhancing the existing relationship, delivery as expressed above - Proper back up of all clients allotted to you in the absence of the primary/secondary dealer. Principal Duties and Responsibilities: - You will be responsible for tracking currency markets (including allied markets and events) and develop currency strategies. i.e. currency views for intra-day, 1m, 3m, 6m to a year in USDINR and all other majors. - This will require you to employ sound Technical and Fundamental Analysis - These currency strategies will then need to be translated to actionable hedging/trading strategies for clients based on their risk appetite and existing currency positions - You will have to acquire Clients and service them, whom you need to call per agreed charter (daily, fortnightly, monthly etc.) and be their extended market risk support partner. - End-To-End responsibility for these clients will be expected spanning invoicing, fee upgrades, relationship management, renewal of the account, enhancing the existing relationship, delivery as expressed above - Proper back up of all clients allotted to you in the absence of the primary/secondary dealer. Skills and Qualifications Required: - Minimum 2+ years of experience - Practical Domain expertise in Currency Markets. - An innate ability to appreciate and understand business workings. For e.g. Product Margins of clients, sales cycles, working capital constraints, MIS, etc. This is important as all clients servicing will be situated within the crucible of their business. - Proper and thorough knowledge of the fundamental and technical analysis. - Good knowledge of Microsoft Excel - Strong Communication (written/oral) and Relationship Skills - Have a sense of urgency to client support needs - Thorough knowledge of the various schemes that Mecklai offers Apply Save Save Pro Insights
Posted 2 months ago
1.0 - 6.0 years
3 - 4 Lacs
Kolkata, Mumbai, Vijayawada
Work from Office
Advising Clients for Commodities and Currency products.Punching orders on behalf of clients after their consent.Generating Brokerage.Passing on research calls and engaging clients to trade.Activating clients for Commodities. Required Candidate profile Handling clients PortfolioCross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking. Morning Shift- 8.30-5.30pm
Posted 2 months ago
0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
Job Description of Technical Analyst Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Build and improve predictive models for better recommendations Provide strategic market and stock specific advice to teams and clients based on analysis. Implement new investment strategies, which could help giving recommendations and advice to the clients Help prepare initial reports , stock research reports and presentations for internal analysis and review. Required qualifications, capabilities, and skills Minimum Bachelors degree is required. Minimum 1-2 years of experience is required. Proficiency in technical analysis tools and software will be an added advantage. Certified training courses done will be preferred. Strong analytical and problem-solving abilities to interpret market data
Posted 2 months ago
2.0 - 5.0 years
7 - 12 Lacs
Mumbai
Work from Office
Corporate Title: Associate Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad ranging: the successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end-to-end service delivery to the client on a day-to-day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client always receives the best possible service. The successful candidate will be required to cover European working hours supporting the EMEA business. Corporate title will depend on the relative experience of candidate Overview: Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments, and securities settlements. Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations. Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items. Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis. Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements. Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required. Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations. A good understanding of the global financial services industry, Fixed income, and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential. A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial service organization. The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually. Fluent written and spoken English is essential. You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment. Able to adapt to complex financial and operational matters. PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided. Educated to degree level or similar.
Posted 2 months ago
5.0 - 8.0 years
5 - 9 Lacs
Mumbai
Work from Office
Overview: Deutsche Banks Corporate Bank (CB) a market leader incash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency and Depositary Receipts. Summary: The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad ranging: the successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar
Posted 2 months ago
5.0 - 10.0 years
25 - 30 Lacs
Bengaluru
Work from Office
Role CFO (Chief Financial Officer) Reporting Manager Co Founder Work Arrangement (Onsite/Hybrid/Remote)Work from Office Location (City, Country)Bangalore, India Years of Work Experience (Approx.) 10+ years About the Company : - The Company is at the forefront of financial innovation with its cutting-edge fintech app and web platform tailored for traders. Leveraging AI and data science, the platform integrates a suite of professional-grade trading tools into a single, user-friendly interface. - This empowers both experienced traders and newcomers to make informed decisions and execute profitable trades. The team comprises seasoned leaders with a proven track record of scaling tech businesses, drawing from diverse sectors such as gaming, e-commerce, consultancy, and hyper-local services. With a foundation in rigorous research and innovation from prestigious institutions like IITs and IIMs, the Company is committed to excellence in every facet of its platform. Roles & Responsibilities Financial Strategy & Planning - Develop and execute financial strategies to drive business growth. - Oversee budgeting, forecasting, and financial planning processes. - Support strategic initiatives with financial insights and analysis. - Regulatory Compliance & Governance - Ensure compliance with SEBI, NSE, and BSE regulations. - Maintain strong relationships with regulatory bodies - Stay updated on changes in financial and brokerage regulations. - Financial Operations & Reporting - Manage day-to-day financial activities, including cash flow and liquidity management. - Oversee financial reporting and ensure accuracy in financial statements. - Implement strong internal controls and risk management frameworks. - Leadership & Team Management - Lead and mentor the finance team to ensure operational efficiency. - Foster a high-performance culture and drive financial best practices. - Collaborate with leadership to align financial goals with business strategy. - Audit & Risk Management - Implement and monitor internal controls to prevent financial risks. - Coordinate audits and ensure timely financial reporting. - Identify financial risks and develop mitigation strategies. - Stakeholder & Investor Relations - Manage relationships with investors, financial institutions, and key stakeholders. - Present financial reports and strategies to the board and executive team. Qualifications - CA (Chartered Accountant) preferred or CFA/MBA in Finance. - Prior experience in top Indian retail broking firms. - Strong understanding of SEBI, NSE, and BSE regulations and compliance requirements. - Proficiency in financial software, and data-driven decision-making. - Bangalore-based candidates preferred or individuals with a strong willingness to relocate. Apply Save Save Pro Insights
Posted 2 months ago
3.0 - 8.0 years
20 - 35 Lacs
Hyderabad, Bangalore/ Bengaluru, Mumbai (All Areas)
Work from Office
Job Title: Dubai | Murex MxML - Software Developer / Consultant - BFSI Forex Domain Job Location: Multiple Dubai - UAE UAE work visa will be sponsored by our client Monthly Salary: USA Dollars = $4000 - $5000 [ Depending on Experience ] , Full Tax free Salary Project Duration: 2 Years Experience Level Needed: 3 - 10 years You should have solid 3 or more Years experience in Murex related development / maintenance projects You: 1. Must be MLC expert ( Murex Limits and Control ) 2. Expert in murex MXML integration and murex work flow integrations 3. Expert in design workflows (contracts, events, deliverables) 4. Must be expert in Murex BO and MxML 5. Domain knowledge in Forex / Banking domain Skills: ==== Murex MxML Java Qualification: B.Tech / M.Tech / MCA / M.Sc or equivalent Nice to have: - Any onsite experience is advantageous but not mandatory Business Verticals: --------------------- - Capital Markets - Forex - Banking and Financial Services No.of positions: 02 email: spectrumconsulting1985@gmail.com Job Ref code: DXB_MUREX_0525 If you are interested, please email your cv as ATTACHMENT with job ref. code [ DXB_MUREX_0525 ] as subject
Posted 2 months ago
0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
Job Description of Equity Advisor Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelor’s degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales
Posted 2 months ago
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