135 Job openings found

  Mandatory Certification: NISM Series VIII (Equity Derivatives) – Mandatory Role & Responsibilities: Execute buy/sell orders on behalf of clients Provide trade confirmations by End of Day (EOD) Ensure higher trading volumes and encourage frequent client trading Monitor market movements and provide timely market inputs Cross-sell financial products to existing clients after market hours Ensure compliance with SEBI, exchange, and internal regulations

POSITION: Relationship Manager – Sales   Position Purpose: Working with  Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...

Job Title: Dealer – Global Equity Markets Location: GIFT City, Gandhinagar Department: Dealing   Role Overview: The Dealer will be responsible for executing trades in global equity markets across multiple exchanges and time zones. The role requires a deep understanding of international markets, trading platforms, order management systems, and compliance with regulatory frameworks applicable to GIFT City entities.   Key ...

Key Responsibilities:  Research Coverage:  Track and analyse large, mid, and small-cap Indian equities (sector agnostic) through detailed financial and strategic analysis.  Report Writing:  Prepare initiating coverage reports, thematic reports, quarterly earnings previews/reviews, sector updates, pitch books/decks, and event-driven notes.  Valuation Expertise:  Apply valuation methodologies such as DCF, SOTP, and ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

Role Details: Designation: Deputy Manager- Digital Customer connect AND Experience, OutboundRole type: Individual contributorDepartment: DigitalReporting to: AVP & Lead Digital Customer connect AND ExperienceLocation: Mumbai HO Your Role (summary): This role will be responsible for 1. Establish out bound Customer connect for helping customers/ prospects and partners with out bound queries2. Implementing Digital customer service strategies to ...

Technical Skills: Strong knowledge of RBI and NHB guidelines related to NBFCs & HFCs. Hands-on experience in regulatory reporting tools & software (e.g., Finacle, SAS, or in-house regulatory reporting systems). Sound understanding of financial statements, ALM principles, capital adequacy, and prudential norms. Proficiency in Excel, SQL, and data analytics tools for managing large datasets. Behavioral ...