...Sr. Manager/Cluster Manager Role Designation : Cluster Manager- Investment Products Location : Mumbai Job Purpose : - The role would require... ...delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be...
...responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good...
...cold calling, networking, and referrals. - Build and maintain strong relationships with clients to understand their trading needs and provide tailored investment solutions. - Execute trades on behalf of clients and ensure timely and accurate order execution. - Stay updated on...
...Advisory Council is a dynamic and globally-oriented firm dedicated to fostering economic partnerships and facilitating cross border trade and investments. As we continue to expand our international presence, we are seeking a highly motivated and experienced Investment and Trade...
...1. Building and maintaining relationships with key retail clients, understanding their investment needs and objectives, and providing personalized investment solutions and services to meet their requirements. 2. Identifying new business opportunities within the assigned cluster...
...Job Description
About J.P. Morgan Trade & Working Capital:
Trade & Working Capital (T&WC) is part of Payments and is critical element of a complete Commercial & Investment Bank ('CIB') client relationship, and an important component of our international growth strategy...
...Python, - AWS, Cloud, Github, Ant, Stash, NPM- Unix, Scripting- Continuous Integration- Must have experience working within an Investment Banking & Trading environments- Experience with DevOps technologies AWS (CLI, EC2, S3, RDS), Cloud Formation, Terraform and containerization...
Job description Job Title -Sales Assistant Location : Chennai, Erode Experience Required - 2 to 4 years. Job Responsibility - Increase AUM, Net Sales, and Market Share of the Branch - Channel management across IFA's, National Distributors and Banks - Ensure standards of Customer...
...Job description - Manages the banking and investments relationship of YES clients and responsible for overall growth of Liabilities & Investment business from NRI segment.- - Develops, manages, and expands YES customer relationships by providing service level which exceeds...
...the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market share in Trading and Delivery calls through our advisory calls...
...effective onboarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment Solutions, Retail, and SME Loans, and relevant banking programs.... ...Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement. -...
...Engineering, Steel, Mining, Shipping, and more.
POWERMASTER Investments pvt Ltd is currently looking for an Investment portfolio... ...directed, ensuring deliveries and other support tasks linked to trading of shares.
More senior experienced candidates will have the...
...Reporting To: CIO
Incumbent:
Department:
Investments
Requirement: 1
JD defined on:
Location: Mumbai... ...MEASURES OF SUCCESS:
- Performance of fixed income funds
- Trading efficiency: - quality and quantity of deal sourcing
- Internal...
...Job Description
Job Responsibilities:
Investigating trade break queries raised by Operations, analyzing trade booking /recaps,... .... Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...
...Description
About this role
GAAPS Alternatives | Associate Investment Services | Mumbai
Global Accounting and Product Services ("... ...funds and investments process; including design of investment/trade, cash management, valuation, PnL recognition and reconciliation...
...leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management...
...of Position based Promotions (INTERNAL only)
Job Title - Trade and/or Transaction Analyst, NCT
Location - Pune
Role Description... ...Your skills and experience
~2 + years of experience in Investment Banking Operations/Financial Services
~ Working knowledge of...
...Company Description
Pod Invest is a fundraising platform based in Bengaluru that is redefining startup investments. With a successful track record of funding over 35 startups and over 25 Cr. transacted on the platform, Pod empowers startups and investors in a paperless,...
...Grow Your Staff is looking for an Investment Analyst for a Debt advisory firm based out of London, United Kingdom. The position is a full-time opportunity in Hyderabad, India, or who is willing to relocate.
The role will have excellent growth opportunities. You will work...
...and operations in more than 50 countries. The firm is a leader in investment banking financial services for consumers and businesses,... ...corporate, institutional and government clients.
As an Associate in Trade Support team, you will manage the market risk of derivatives...
...Job Description
Job Description: Job Title - Investment Accounting Operator – Associate
Location - Mumbai, India
Role Description... ...nature of funds like Money market, Equity, Arbitrage, Exchange traded, hybrid funds, etc handled and serviced by Fund administration...
...You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you...
...Experience:
3-6 years of Investment Banking experience
Post-graduation in Finance or equivalent qualification (CFA, MBA [Finance], CA... ...prospect benchmarking and marketing materials, monthly mailers, trading and comparable comps database, precedent transaction analysis, valuation...
...brokerage and TPP.
Skillset Required
Should have min. 2-3 years of relevant work experience into Trading (on terminal) & Advising.
Strong knowledge of investment products and financial markets.
Handling a reasonable book / Pre-Existing AUM.
Self-starter, proactive...
...Montfort is a global commodity trading and related-asset investment company, backed by dedicated investors and managed by a highly accomplished leadership team, with decades of experience in energy, commodity trading, and integrated supply chain & logistics. More than just...
Position: Investment Manager
CTC: Negotiable
Languages: English and Hindi (Compulsory)
*Immediate Recruitment
Qualifications:
* Bachelor's degree in business, finance, marketing, or related fields (MBA or a Master’s degree is a
plus).
* Minimum 2 to 5 years...
...Participate in initial investment discussions and ensure the firm’s internal pipeline system is updated accordingly
Compile and enhance daily reporting for asset performance and trading profit and loss
Perform daily cash and position reconciliation functions for liquid...
...About this role:
Wells Fargo is seeking a Institutional Investment Operations Associate
In this role, you will:
Provide operational and customer support for lifecycle tasks for institutional trades
Assist with client account onboarding, input and monitoring of...
...financial institution is seeking freelance-based professionals to sell trade finance services to exporters and importers worldwide.
If... ...residence (this is NOT an office-based position)
There is NO investment or fee required from you.
Your main task is to attract new...
...fun.
About the team
We are Reliance Trust Team providing Investment Accounting Services to our Trust Client Globally, so we have different... ...Recon, Cash Recon, Exception Resolution, Financial Reporting, Trade Team and so on.
What you will be doing
This position is...