111 Capital Markets Jobs in Kolkata

Job Description Position: Wealth Manager/Cluster Head WealthDepartment: Wealth Management / Private BankingLocation:Ranchi/Jharkhand/Kolkata/Guwahati, IndiaReporting to: Regional Head / Director WealthExperience: 5 12 years  Key Responsibilities Business Strategy & Growth: Define and execute the clusters wealth strategy in alignment with Tata Capitals overall business goals. Identify and penetrate new high-net-worth (HNI) and ultra-high-net-worth (UHNI) client segments. Drive growth in assets under management (AUM), revenues (fee-based income), cross-selling of financial products (mutual funds, alternative investments, insurance, etc.). Leadership & Team Management: Build, mentor, and manage a high-performance team of wealth advisors, relationship managers, sales staff, and support staff. Set clear performance metrics, conduct regular reviews, and ensure continuous skill development across the team. Promote a culture of excellence, integrity, client-centricity, and collaboration  Client Relationship Management: Develop, deepen, and maintain strong relationships with HNI/UHNI clients, key intermediaries, family offices, trustee bodies. Ensure high standards of advisory quality, personalized servicing, and retention of existing clients. Oversee client acquisition, onboarding, periodic reviews, and ensuring client satisfaction. P&L & Financial Performance: Ownership of cluster P&L budgeting, forecasting, meeting revenue and profitability targets. Monitor business performance metrics: acquisition cost, client attrition, average revenue per client, cost efficiency, etc. Ensure efficient utilization of resources to maximize profitability.  Market & Brand Building: Stay abreast of market trends, product innovations, regulatory changes, and competitive landscape. Promote Tata Capitals brand and reputation in wealth management via client events, seminars, investment forums, thought leadership. Collaborate with marketing to localize campaigns and drive client awareness and acquisition. Stakeholder Management: Liaise with internal stakeholders (product teams, operations, compliance, risk, legal, technology). Engage external stakeholders: brokers, product partners, regulatory bodies, industry associations.  Required Qualifications & Skills Education: Graduate in Finance, Economics, Business Administration, or related field; preferred MBA / Post Graduate degree.  Interested Candidates Please mail Your resume at unidus.susmita@gmail.com Call or WhatsApp at =91-9702442943 Regards  Susmita  

Job Description: Area Sales Manager Position Overview The Manager Area Sales will be responsible for driving retail sales performance across assigned regions within the automotive business. The role focuses on enquiry generation, test drive performance, booking accuracy, and achieving retail targets. The ideal candidate will ensure sales process adherence, motivate manpower, and leverage digital tools to enhance customer engagement while maintaining strong dealer financial health. Key Responsibilities Retail Sales Management: Drive and achieve monthly and annual retail sales targets across assigned dealerships. Enquiry Generation: Plan, execute, and monitor activations, marketing initiatives, and local campaigns to generate high-quality enquiries. Test Drive Management: Ensure the quality and quantity of test drives to enhance customer experience and increase conversions. Booking & Data Accuracy: Oversee accurate and timely updating of enquiries, bookings, and retail data in CRM and reporting systems. Conversion Improvement: Analyze the sales funnel and implement strategies to improve enquiry-to-booking and booking-to-retail conversion ratios. Sales Process Adherence: Ensure compliance with organizational sales processes, customer handling protocols, and brand standards across dealerships. Team Capability Development: Identify training needs, upskill dealership manpower, and motivate sales staff to improve productivity and performance. Digital Adoption: Drive the usage of digital tools, CRM platforms, and digital retail solutions to enhance customer engagement and operational efficiency. Dealer Financial Management: Monitor dealer working capital, stock aging, inventory levels, and outstanding payments to maintain financial discipline. Market & Competition Analysis: Conduct regular market visits to assess customer behavior, gather insights, and track competitive activities. Reporting & Reviews: Conduct periodic business reviews with dealers and internal teams to evaluate performance and define action plans. Required Skills & Qualifications Strong experience in automotive sales, dealership operations, or channel sales management. In-depth knowledge of retail sales processes, enquiry management, and test-drive operations. Strong analytical skills with the ability to interpret sales data and drive actionable insights. Excellent communication, interpersonal, and team motivation skills. Experience with CRM systems, digital sales platforms, and reporting dashboards. Ability to collaborate with multiple dealerships and manage diverse stakeholder expectations. Bachelors degree required

As a member of the TallyCapital function at Tally, you will be part of a team that aims to address the working capital needs of MSMEs. Leveraging Tally's legacy of serving over 2.5 million clients, you will play a crucial role in empowering MSME businesses with financial management solutions. By utilizing cutting-edge technology, the business loans platform streamlines the lending process to provide quick and hassle-free access to flexible financing options for MSMEs. Your efforts will contribute to bridging the financing gap that currently affects a significant portion of MSMEs, offering a substantial opportunity for growth and impact in the fintech and banking sectors. Key Responsibilities: - Manage Tally Capital partners and Referral partners to drive the number of loan applications and volume of disbursements. - Lead the setup and management of the business, overseeing a team of Business Managers responsible for Tally Certified Partners. - Ensure strong coordination with zonal and regional teams to drive business growth within the Tally ecosystem. Qualifications Required: - Prior experience in the financial services industry, specifically in unsecured business loans. - Experience in handling partners or DSA channels. - Coaching and mentoring skills for developing teams. - Proficiency in business planning and multitasking. - Strong leadership abilities and market understanding. - Knowledge of partner development and Go-to-Market strategies. In this role, you will: - Deliver new loan disbursement numbers as planned for the zone. - Collaborate closely with internal stakeholders such as Tally Solutions ZH, RSM, and BMs in the Zone/Region. - Formulate strategies to achieve business targets from TallyCapital partners and referral partners. - Identify, onboard, and sustain Tally partners as TallyCapital partners and Referral Partners. - Manage the hiring, training, and motivation of resources within the TallyCapital team and partner teams. - Engage in fieldwork 70% of the time, involving extensive travel as per the plan. Join TallyCapital at Tally and contribute to empowering MSMEs with the financial solutions they need to thrive and grow.,

Role Overview: At PwC, as a part of the risk and compliance team, you will focus on maintaining regulatory compliance and managing risks for clients by providing advice and solutions. You will help organizations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. In the actuarial services department, your responsibilities will include analyzing and managing financial risks for clients through statistical modeling and data analysis, generating valuable insights and recommendations to assist businesses in making informed decisions and mitigating potential risks. Key Responsibilities: - Supporting the audits of several of the largest insurers in the world, including public, private, and mutual insurers, as well as large firms across multiple industries - Performing various consulting projects such as financial reporting, capital reporting, product pricing, operational and organizational consulting, and supporting buyers and sellers in merger and acquisition activities - Helping design, develop, and value warranty programs across multiple industries - Participating in a wide range of projects, collaborating across multiple work streams or teams, demonstrating creative thinking, individual initiative, and timely completion of assigned work - Demonstrating teamwork dynamics by understanding personal and team roles, contributing to a positive working environment, seeking guidance, clarification, and feedback, and preparing deliverables within stringent deadlines - Keeping up to date with local, national, and international business and economic issues, contributing to the development of technical acumen, and participating in communications with numerous engagement teams Qualification Required: - Bachelors in finance/Economics/Mathematics/Statistics (B. Com, B.A (Economics), B.Sc. with Economics/Mathematics/Statistics Hons) with a focus on actuarial methods and principals - Actively pursuing Membership/Associateship of the Institute and Faculty of Actuaries/Institute of Actuaries of India with a minimum of 2 Actuarial Exams - 0 to 2 years of work experience for the members/associates of Actuarial Institutions, preferably in P&C Indian Insurance/big4 reserving/capital experience - Advanced knowledge of Microsoft Office, especially Excel, and additional knowledge in Data Analytics (Python, SQL), Visualization Tools (Tableau, PowerBI, QuickSight), VBA programming is preferred - Proficient in written and verbal English communication skills, committed to continuous training, proactive learning, teamwork, and providing high quality work while maintaining timeliness (Note: Some details about the company were not provided in the job description.),

Role Overview: You will be responsible for managing the sales process for home loans and LAP channel, driving sales numbers, achieving business targets, and enhancing client relationships. Your role will involve retaining and expanding the customer base, maximizing sales through a network of DSAs, and developing strong liaisons with clients for repeat business. Additionally, you will be required to identify and develop new builder/channel relationships to penetrate new markets. Key Responsibilities: - Aggressively drive sales numbers and achieve business targets for home loans and cross-selling - Retain and expand the customer base for home loan and LAP channel - Maximize sales through a network of DSAs by managing connector and builder relationships effectively - Develop strong liaisons with clients for repeat business or referrals - Maximize the number of APFs and increase penetration in approved APF projects - Identify and develop new builder/channel relationships to penetrate new markets - Ensure files are processed from login stage to disbursement and liaise with internal departments for completion - Optimize team productivity by managing the team of relationship managers effectively - Align with the team on ground lead generation activities for sales - Lead and supervise the team of relationship managers for the implementation of the growth agenda - Keep abreast of market trends and competitor intelligence to build effective sales and marketing strategies - Provide feedback to the central product and policy team based on understanding of markets, competition, processes, and products - Ensure compliance with all Audit / NHB regulations, processes, policies, and reports Qualifications: - Graduate - Masters/Postgraduate,

Role Overview: As an Associate in the Deals Valuation team, you will assist organizations in unlocking greater value from their assets and capital expenditures. Your responsibilities will include providing valuation advice for acquisitions and disposals, strategic value consulting, financial modeling, and value analysis. By being part of the team, you will support clients in making strategic decisions, conducting business transactions, allocating capital investment, and meeting regulatory requirements with professional skills and industry knowledge. Key Responsibilities: - Support projects involving the valuation of businesses for raising capital, purchase price allocations, and goodwill impairment - Build and review financial models for discounted cash flow and market approach - Prepare company, industry, and economic reviews for valuation reports - Identify comparable companies and calculate transaction-related multiples - Compute the weighted average cost of capital (WACC) using comparable companies - Obtain training on relevant databases and efficiently utilize the acquired knowledge - Organize research findings into meaningful deliverables - Conduct ad-hoc research based on provided instructions Qualifications Required: - Ability to analyze and anticipate client requests, interpret asks, and act according to expectations - Good reasoning and analytical ability - Proficiency in databases such as CapitalIQ, Bloomberg, ThomsonOne, etc. - Strong understanding of financial concepts - Provide input on best practices and process optimization opportunities - Capable of handling varied work requests within short turnaround times - Design new research approaches to enhance quality and productivity - Proficient in MS Office tools - Effective verbal and written communication skills - Self-motivated with the ability to work independently and in a team - Self-starter with the capability to multitask and reprioritize effectively (Note: Additional details of the company were not included in the provided job description),

As a Prop Trader at our firm, your role will involve a combination of professional trading responsibilities and marketing activities to enhance brand awareness and community engagement. **Role Overview:** You will be responsible for trading firm capital profitably across various asset classes such as Forex, Indices, Commodities, Stocks, and Crypto. Your role will also include developing and executing trading strategies, maintaining trade records, managing risks effectively, and continuously improving trading strategies through research and analysis. **Key Responsibilities:** - Trade firm capital within defined risk limits across multiple asset classes. - Develop and implement trading strategies based on market analysis, price action, and data insights. - Maintain detailed records of trades and performance metrics. - Manage risks effectively and adhere to trading rules and drawdown limits. - Continuously enhance trading strategies through research, testing, and performance analysis. **Brand Awareness & Outreach:** - Represent the firm on social media platforms, trading communities, and events. - Create engaging trading-related content such as videos, posts, webinars, and market insights. - Educate aspiring traders about proprietary trading and the firm's programs. - Collaborate with the marketing team to enhance the firm's online presence and credibility. - Participate in workshops, trading sessions, and online AMAs to increase awareness about the firm. **Qualifications Required:** - Prior experience in proprietary trading or professional trading roles. - Strong understanding of various asset classes like Forex, Indices, Commodities, Stocks, and Crypto. - Excellent analytical skills with the ability to develop and execute trading strategies effectively. - Good communication skills to engage with trading communities and represent the firm effectively. - Ability to manage risks, adhere to trading rules, and continuously improve trading performance. Join us in this exciting role where you can combine your trading expertise with marketing skills to drive profitability and brand awareness for our firm.,

You will have the chance to build a career at EY with the global scale, support, inclusive culture, and technology to become the best version of yourself. Your unique voice and perspective are valued to help EY become even better. Join EY to build an exceptional experience for yourself and contribute to creating a better working world for all. **Responsibilities:** - Provide functional knowledge with hands-on experience for Electricity, Gas, or Water Industry. - Configure the IS-U system and drive Business Workshops, Blueprint Sessions, develop BBPs/BBDs FS, Test Scenarios, conduct Trainings, perform Testing, and provide defect management support for Billing & Invoicing module. - Design core/customized business processes and provide best practices for ISU. - Communicate complex requirements to and from Technical and Non-technical stakeholders. - Willing to travel as per requirement. **Experience:** - Understand different business processes in the Utility Industry (Regulated and Deregulated). - Strong hands-on experience on IS-U Billing & Invoicing concepts such as Billing schema, Rates, Facts, Rate Facts group, Price key, Operand, Rate category, Rate type, Rate determination, Variant Program, Master data creation (BMD + TMD), Out sorting, Print workbench, RTP/TOU Billing, EMMA Configurations, Internal SAP table handling, and report generation. - Understanding of regulatory requirements, competitive market requirements, inter-company market transactions in a deregulated environment, and regulated market. - Strong understanding of integration of SAP Billing with Smart Metering Infrastructure, CRM, FICA, Device Management, and EDM. - Efficient in creating business master data, technical master data with good communication and customer-facing skills. - Functional testing of requirements and debugging of codes. **Qualifications:** - Graduate/Post Graduate/MBA with relevant experience in SAP Utilities. - Good hands-on experience in configuring and designing SAP ISU Device Management module. - Minimum one IS-U implementation project experience as a consultant. - 5+ years of work experience. At EY, the focus is on building a better working world by creating long-term value for clients, people, and society while building trust in the capital markets. The diverse EY teams in over 150 countries provide trust through assurance, help clients grow, transform, and operate by asking better questions to find new answers for the complex issues facing our world today.,

Role Overview: As an OutSystems Engineer - Senior at EY, you will play a crucial role in leading the team to deliver projects from a technical perspective for customers globally. Your expertise in Low code technology will be vital in providing technical guidance, mentoring staff, and leading client interactions. You will be involved in project proposals, technical decisions, and solution architectures using low technologies, contributing to an exceptional experience for yourself and a better working world for all. Key Responsibilities: - Work as a technical lead in development projects using OutSystems - Collaborate closely with clients to understand their requirements - Plan and monitor project deliverables, providing input in technology stack evaluation - Design reusable accelerators, apply design patterns, and govern technical components - Prepare technical solution documents and architecture artifacts - Lead and mentor development teams, ensuring timely project delivery - Own the solution delivery, translating functional requirements into solutions - Allocate tasks, evaluate team performance, and communicate with clients - Conduct interviews, contribute to recruitment, and facilitate a productive working atmosphere - Demonstrate expertise in development best practices and a willingness to adapt to challenges - Foster teamwork, communicate effectively, and travel as required Qualification Required: - Bachelor's/Masters degree in Computer Science, Engineering, or related field - 6 to 9 years of experience in web/mobile application development and at least 4 years in OutSystems - Prior experience in leading teams and knowledge of Agile methodologies Additional Details: Join EY to be part of a dynamic team, contribute to market-leading projects, and grow your career in a supportive and challenging environment. You will have opportunities for skill development, career progression, and personal growth, all while being part of an organization dedicated to building a better working world. EY is committed to creating long-term value for clients, people, and society, building trust in the capital markets through diverse global teams. Join EY to work on inspiring projects, receive support and coaching, and have the freedom to shape your role according to your strengths and goals.,

A Business Development Manager (BDM) is responsible for driving business growth by identifying new opportunities, building strategic relationships with clients and partners, and developing strategies to increase revenue and market presence. This is a dynamic role that blends strategic planning with sales and relationship management skills. Key ResponsibilitiesThe primary duties of a Business Development Manager often include:    Market Research & Opportunity Identification: Analyzing market trends, competitors, and potential new customer segments or geographic markets to identify growth opportunities.    Lead Generation & Prospecting: Pursuing leads through various methods, including cold calling, networking, and social media, and qualifying them to ensure they align with company goals.    Relationship Building: Cultivating and maintaining strong, long-term relationships with prospective and existing clients, partners, and key industry stakeholders.    Sales Strategy & Execution: Developing and implementing effective sales strategies and business plans to achieve revenue targets and drive sales growth.    Proposal Development & Negotiation: Preparing and delivering persuasive presentations and proposals, negotiating contract terms, and closing deals.    Cross-Functional Collaboration: Working closely with internal teams, such as marketing, sales, product development, and finance, to ensure alignment and seamless execution of strategies.    Performance Tracking & Reporting: Monitoring sales performance using Key Performance Indicators (KPIs), forecasting revenue, and reporting progress to senior management.Required Skills and QualificationsSuccessful Business Development Managers typically possess a combination of soft and technical skills: Skills:    Strong Communication & Interpersonal Skills: Essential for building rapport, presenting ideas, and negotiating effectively with a variety of people.    Strategic & Analytical Thinking: The ability to see the "big picture," analyze data, identify trends, and develop long-term growth strategies.    Negotiation Skills: A proven ability to persuade, influence, and close deals that are mutually beneficial.    Project Management & Organizational Skills: The ability to manage multiple projects, prioritize tasks, and meet deadlines efficiently.    Proficiency in CRM Software: Experience using Customer Relationship Management (CRM) tools (e.g., Salesforce, HubSpot) for tracking leads and managing client interactions is often required.    Self-Motivation & Resilience: The drive to seek new business opportunities, work independently, and handle rejection in a performance-driven environment. Qualifications:    A bachelor's degree in business administration, marketing, or a related field is commonly required, with an MBA sometimes preferred for senior roles.    Several years of experience in a sales, marketing, or a related client-facing role, with a proven track record of achieving sales targets or driving revenue growth.    Relevant industry-specific knowledge is often a valuable asset

An Investment Banker plays a crucial role in the financial world, primarily assisting corporations, governments, and other entities in raising capital and providing strategic financial advice. Their work often involves complex financial transactions, making the role demanding but also highly impactful. Duties and responsibilitiesCapital raising:Underwriting: Assisting clients in issuing and selling debt (bonds) or equity (stocks) securities to investors, involving market analysis, pricing, and distribution.Private placements: Facilitating the raising of capital from a select group of private investors, such as private equity funds or hedge funds.Loan syndication: Arranging large loans for clients by involving multiple banks to share the risk. Mergers and acquisitions (M&A) advisory:Target identification: Identifying potential acquisition targets or buyers for clients.Valuation: Performing in-depth financial analysis and valuation of companies to determine appropriate deal prices.Negotiation: Advising clients during negotiations, structuring deals, and finalizing terms.Due diligence: Assisting with the rigorous investigation of a company's financial records, legal status, and other material facts before a transaction closes. Financial advisory:Strategic consulting: Providing advice on various financial matters, including corporate restructuring, leveraged buyouts, and divestitures.Risk management: Advising clients on managing financial risks, such as interest rate and currency fluctuations. Relationship management:Client acquisition and retention: Building and maintaining strong relationships with clients to understand their financial needs and offer suitable solutions.Market intelligence: Staying abreast of market trends, economic conditions, and regulatory changes to provide informed advice. Deal execution and project management:Pitching: Preparing detailed presentations ("pitch books") to prospective clients, outlining proposed strategies and services.Documentation: Managing and preparing transaction-related documents, including offering memorandums, prospectuses, and legal agreements.Coordination: Working closely with legal teams, accountants, and other specialists to ensure smooth transaction execution. If you're interested, Kindly forward your resume to:- elisajohnson651@gmail.com

Leading Real estate and infrastructure company requires Sr Manager/ General Manager( Finance)- Kolkata ( CA's/ MBA Finance / Cost accounts need apply) One of our client a leading reals estate and infrastructure company head quaterred in Kolkata which got established almost 20 years ago which has redefined real estate in Eastern India through its flagship brand, It is Known for transforming barren landscapes into vibrant landmarks, The group is a name synonymous with excellence in timely and quality deliverables. Our ethos centers on providing eco-conscious, thoughtfully designed spaces that offer an elevated lifestyle where nature, technology, and soulful living seam lessly blend.It has successfully delivered remarkable projects in both commercial and residential space and which epitomize meticulous planning, artistic conception, and architectural brilliance. Expanding our vision, our residential arm is currently developing , affordable housing projects spanning millions of square feet across multiple phases. We are looking out for GM/ Sr Manager - Finance for our client office in Kolkata Job Purpose:- Key Responsibilities: 1. Financial Strategy and Planning: o Develop and implement financial strategies to support the companys growth objectives.o Prepare long-term financial models and forecasts for real estate projects.o Analyze market trends, financial risks, and opportunities to informbusiness decisions. 2. Budgeting and Forecasting: o Lead the annual budgeting process, including setting financial targets for departments.o Monitor and report on budget performance, ensuring expenses align with revenue targets.o Create cash flow forecasts to ensure the company can meet its financial obligations. 3. Financial Reporting and Analysis: o Oversee the preparation of financial statements, reports, and presentations for the management and board.o Analyze financial data, project costs, and profitability to guide decision- making.o Ensure timely and accurate monthly, quarterly, and year-end financial reporting. 4. Accounting and Tax Compliance: o Supervise the accounting function, ensuring accurate bookkeeping and compliance with GAAP/IFRS.o Ensure timely submission of statutory returns such as GST, TDS, and Income Tax.o Manage external audits and ensure compliance with all relevant tax laws and regulations. 5. Project Financing: o Identify and secure project financing from banks, financial institutions, and private equity investors.o Negotiate and manage loans, credit lines, and other financial agreements.o Monitor debt levels and ensure compliance with financial covenants. 6. Investment Management: o Oversee the management of company investments and capital expenditures.o Evaluate potential acquisitions, partnerships, and joint ventures for financial feasibility.o Ensure proper management of working capital, including inventory, receivables, and payables. 7. Risk Management: o Develop and implement risk management strategies to protect the companys financial health.o Conduct internal controls and financial audits to mitigate risk.o Ensure adequate insurance coverage for company assets and operations. 8. Team Leadership: o Lead and mentor the finance and accounting team to ensure high levels of performance.o Implement professional development plans and conduct regular performance reviews.o Foster a culture of continuous improvement within the finance department. 9. Stakeholder Relations: o Serve as the primary liaison with banks, auditors, investors, and other external partners.o Represent the company in negotiations with financial institutions and regulatory bodies.o Provide financial insights and recommendations to senior management and the board. o Proven track record of managing large-scale real estate projects and financial operations.o Experience in project financing, investment management, and risk mitigation. 3. Skills and Competencies:- o Strong financial acumen with the ability to analyze complex financial data.o Expertise in financial modelling, forecasting, and budgeting.o Comprehensive understanding of real estate accounting, tax regulations, and statutory compliance.o Excellent communication and negotiation skills for dealing with financial institutions.o Proficiency in financial software (Tally, SAP, etc.) and MS Office, especially Excel. 4. Personal Attributes:- o High attention to detail and accuracy.o Strong leadership and team-building capabilities.o Ability to work under pressure and meet deadlines.o Strategic thinker with a proactive approach to problem-solving. Working Conditions: -Primarily office-based but may require visits to project sites and meetings with external stakeholders.-May involve extended working hours during financial reporting periods or project phases If the position interests you and you find a fitment kindly share your cv at career@megmaservices.co.in or contact Rajat- 7011354635  

Job Description Equity Sales & Branch Revenue Officer Location: Kolkata,Hisar,Rohtak,Jamshedpur,Bareilly                                 Salary : Upto 6LPA Experience: 2+ Years in Capital Markets Education: Graduate / Post-Graduate (Any Stream) Certifications Required: NISM Series VIII (Equity Derivatives) Additional Preferred Certifications: Technical Analysis, Derivatives Certification About the Role We are looking for an experienced and dynamic Equity Sales Professional to drive equity broking revenue, acquire and manage HNI & retail clients, and contribute to the overall business growth of the branch. The ideal candidate must have strong market knowledge, excellent interpersonal skills, and a passion for client servicing and revenue generation. Key Responsibilities Direct Responsibilities Drive equity sales to all branch clients with special focus on HNI clients. Generate revenue from equity, commodity & related financial products in line with branch targets. Generate Net Interest Income (NII) through Margin Trade Funding (MTF) as per assigned targets. Mobilize assets through Advisory Products, Investiger, IPOs, ETFs, and other investment solutions. Acquire new clients and generate incremental revenues from them. Assist new clients in understanding market dynamics and ensure activation of trading accounts. Support customers to execute trades online or place trades on their behalf. Provide order confirmations and daily trade updates to clients. Offer market insights and investment recommendations as per client profiles. Profile clients and suggest suitable equity investment products based on risk appetite. Contributing Responsibilities Achieve branch-level targets for broking revenue, client acquisition, and client engagement. Ensure high quality service delivery and customer satisfaction. Conduct at least one client meeting per day to strengthen relationships. Technical & Behavioural Competencies Behavioural Skills Ability to deliver / Results-driven Strong communication skills oral & written Client-focused approach Customer Relationship Management Transversal Skills Ability to develop and leverage networks Target-driven mindset Ability to develop & adapt processes Ability to inspire and build commitment Ability to manage meetings, seminars, or training sessions Required Qualifications Graduate / Post Graduate in any stream Knowledge of capital markets is essential Mandatory: NISM Series VIII (Equity Derivatives) NISM Commodity Preferred: Technical Analysis Certification Derivatives Certification Key Performance Indicators (KPI) Core Focus Overall Branch Brokerage vs Target 40% Branch-level MTF Net Interest Income 15% New Client & New Revenue New Client Addition (#) 5% Revenue from New Clients (INR) 15% Qualitative Evaluation Branch Manager & Group Head Assessment 25% Total     100%

Leading Real estate and infrastructure company requires  Finance head - Kolkata ( CA's/ MBA Finance  need apply) One of our client a leading reals estate and infrastructure company head quaterred in Kolkata which got established almost 20 years ago which has redefined real estate in Eastern India through its flagship brand, It is Known for transforming barren landscapes into vibrant landmarks, The group is a name synonymous with excellence in timely and quality deliverables. Our ethos centers on providing eco-conscious, thoughtfully designed spaces that offer an elevated lifestyle where nature, technology, and soulful living seam lessly blend.It has successfully delivered remarkable projects in both commercial and residential space and which epitomize meticulous planning, artistic conception, and architectural brilliance. Expanding our vision, our residential arm is currently developing , affordable housing projects spanning millions of square feet across multiple phases. We are looking out for Finance   Head for our client office in Kolkata Job Purpose:- Key Responsibilities: 1. Financial Strategy and Planning: o Develop and implement financial strategies to support the companys growth objectives.o Prepare long-term financial models and forecasts for real estate projects.o Analyze market trends, financial risks, and opportunities to informbusiness decisions. 2. Budgeting and Forecasting: o Lead the annual budgeting process, including setting financial targets for departments.o Monitor and report on budget performance, ensuring expenses align with revenue targets.o Create cash flow forecasts to ensure the company can meet its financial obligations. 3. Financial Reporting and Analysis: o Oversee the preparation of financial statements, reports, and presentations for the management and board.o Analyze financial data, project costs, and profitability to guide decision- making.o Ensure timely and accurate monthly, quarterly, and year-end financial reporting. 4. Accounting and Tax Compliance: o Supervise the accounting function, ensuring accurate bookkeeping and compliance with GAAP/IFRS.o Ensure timely submission of statutory returns such as GST, TDS, and Income Tax.o Manage external audits and ensure compliance with all relevant tax laws and regulations. 5. Project Financing: o Identify and secure project financing from banks, financial institutions, and private equity investors.o Negotiate and manage loans, credit lines, and other financial agreements.o Monitor debt levels and ensure compliance with financial covenants. 6. Investment Management: o Oversee the management of company investments and capital expenditures.o Evaluate potential acquisitions, partnerships, and joint ventures for financial feasibility.o Ensure proper management of working capital, including inventory, receivables, and payables. 7. Risk Management: o Develop and implement risk management strategies to protect the companys financial health.o Conduct internal controls and financial audits to mitigate risk.o Ensure adequate insurance coverage for company assets and operations. 8. Team Leadership: o Lead and mentor the finance and accounting team to ensure high levels of performance.o Implement professional development plans and conduct regular performance reviews.o Foster a culture of continuous improvement within the finance department. 9. Stakeholder Relations: o Serve as the primary liaison with banks, auditors, investors, and other external partners.o Represent the company in negotiations with financial institutions and regulatory bodies.o Provide financial insights and recommendations to senior management and the board. o Proven track record of managing large-scale real estate projects and financial operations.o Experience in project financing, investment management, and risk mitigation. 3. Skills and Competencies:- o Strong financial acumen with the ability to analyze complex financial data.o Expertise in financial modelling, forecasting, and budgeting.o Comprehensive understanding of real estate accounting, tax regulations, and statutory compliance.o Excellent communication and negotiation skills for dealing with financial institutions.o Proficiency in financial software (Tally, SAP, etc.) and MS Office, especially Excel. 4. Personal Attributes:- o High attention to detail and accuracy.o Strong leadership and team-building capabilities.o Ability to work under pressure and meet deadlines.o Strategic thinker with a proactive approach to problem-solving. Working Conditions: -Primarily office-based but may require visits to project sites and meetings with external stakeholders.-May involve extended working hours during financial reporting periods or project phases If the position interests you and you find a fitment kindly share your cv at career@megmaservices.co.in or contact Rajat- 7011354635  

You will be joining HOOQx Digital Services Pvt. Ltd. in Kolkata as an Investment Analyst. Your role will involve conducting financial research, preparing investment reports, analyzing market trends, and supporting fundraising activities for the company and its clients. **Key Responsibilities:** - Conduct detailed financial analysis, modeling, and valuation of companies. - Support fundraising efforts by preparing pitch decks, investor reports, and financial projections. - Identify and evaluate investment opportunities across sectors. - Maintain relationships with venture capital firms, private equity investors, and financial institutions. - Analyze financial statements, forecasts, and key performance indicators to assess business performance. - Provide insights and recommendations to management based on market and financial data. - Assist in due diligence, risk assessment, and deal structuring. - Monitor portfolio performance and prepare periodic performance reports. **Key Skills & Requirements:** - Proven experience in fundraising, venture capital, or investment banking. - Strong knowledge of financial modeling, valuation methods, and investment analysis tools. - Excellent understanding of capital markets, fund management, and corporate finance. - Experience in banking or financial institutions preferred. - Proficiency in Excel, PowerPoint, and financial analysis software. - Strong analytical, research, and quantitative skills. - Excellent communication and presentation abilities. - Ability to work independently and handle multiple projects simultaneously. **Education Qualification:** - Bachelors or Masters degree in Finance, Economics, Business Administration, or a related field. - CFA/CA/MBA in Finance will be an added advantage. You will be based in Salt Lake, Kolkata for this full-time position.,

As a Senior GRC Technology professional at EY, you will contribute technically and functionally to client engagements and internal projects related to GRC Technology. Your responsibilities will include identifying business opportunities, anticipating risks, and sharing issues with senior team members. You will be part of a leading firm and play a crucial role in the growth of the service offering. **Key Responsibilities:** - Work with Solution Designers/Architects and BAs to brainstorm solutions, disseminate business requirements, and implement feasible solutions. - Map customer requirements to Auditboard GRC functionality and advise on best practices. - Design and develop custom Auditboard GRC applications to meet client needs and compliance requirements. - Configure and customize Auditboard GRC workflows, policies, forms, and UI elements for user-friendly solutions. - Participate in scrum meetings, drive process optimization, and automation. - Develop and maintain Auditboard GRC scripts to enhance system functionality. - Conduct testing and quality assurance for developed solutions. - Provide technical expertise, guidance to the project team, and stay updated with the latest features and trends. - Collaborate with cross-functional teams, drive customer requirements sessions, and contribute to project phases. - Assist in RFP pursuits, proposals, and maintain relationships with clients. - Ensure on-time delivery of tasks and adherence to quality processes. - Comply with EY policies and procedures, assist Project Lead for project execution. **Skills And Attributes For Success:** - Proficiency in AuditBoard eGRC tool. - Strong communication, presentation, and team-building skills. - Ability to foster teamwork, lead by example, and follow workplace policies. - Training and mentoring project resources. - Participation in organization-wide people initiatives. **Qualifications:** - 3-7 years of relevant experience in a professional services organization. - Experience with Auditboard GRC certifications. - Basic understanding of GRC domains, technical documentation, and team building. - Ideally, a degree in B.E/B.Tech or MBA with additional experience. - Familiarity with program/project management practices and IT systems development life cycle. - Exposure to other GRC tools and data analytics tools would be advantageous. Joining EY offers you the opportunity to work on inspiring projects, receive support, coaching, and feedback from engaging colleagues, and develop new skills to progress your career. You will have the freedom to handle your role in a way that suits you and be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. EY is dedicated to building a better working world by creating new value for clients, people, society, and the planet, while fostering trust in capital markets through data, AI, and advanced technology.,

As a valued member of the team at EY, you will have the opportunity to shape a career that reflects your unique qualities, with the global reach, support, inclusive environment, and cutting-edge technology needed to help you reach your full potential. Your individual voice and perspective are essential in driving EY towards continuous improvement. By joining us, you will not only create an exceptional experience for yourself but also contribute to building a better working world for all. **Key Responsibilities:** - Lead a team of highly skilled professionals to deliver innovative solutions of the highest quality, integrity, and performance, aiming to establish a mature practice. - Develop new procedures and controls to enhance the overall operational risk process. **Responsibilities include oversight on the following functions:** **Securities & Market Data** - Set up and validate new securities in core systems, ensuring completeness of static data for accurate valuation. - Supervise daily market data loads and pricing from key vendors (Bloomberg, Markit, RIMES), addressing exceptions and incomplete data. - Manage manual pricing for OTC and pooled unit trusts, and ensure accurate loading and verification of reference data (TICs, FX rates). **Corporate Actions & Trade Processing** - Process trade files from custodians and managers, ensuring all trades clear duplication and control checks before settlement. - Scrutinize and match SWIFT messages for corporate actions, generate events, and ensure timely entitlement generation for ex-date T-1 and earlier. - Monitor and resolve message queue failures, batch job errors, and dashboard exceptions. **Reconciliations & Controls** - Conduct daily and monthly reconciliations across General Ledger, capital gains tax parcels, interfunding, super to pension, fees, collateral, and cash positions. - Investigate and resolve reconciliation discrepancies promptly, signing off on all reconciliations. - Identify and implement process enhancements and automation opportunities in collaboration with business and technology teams. - Document new procedures and controls to strengthen operational risk management. - Collaborate with business, architects, and technology partners to translate requirements into scalable solutions and contribute to product roadmaps. - Serve as a subject matter expert in operational processes, controls, and technology enablement. **Qualifications Required:** - Possess 7+ years of experience in the Asset Management/WAM sector, with exposure to Australian-based asset management considered advantageous. - Hold a Masters degree in accounting or finance; CPA/CA/MBA credentials would be beneficial. - Demonstrate a general understanding of Australian Accounting Standards Board (AASB) or International Financial Reporting Standards (IFRS) and regulatory requirements. - Have a strong grasp of the financial industry, including fund accounting, reconciliation, expense reporting, tax reporting, asset types, and derivatives. - Hands-on experience with Simcorp Dimension is essential. - Exhibit a deep understanding of security valuation, market data management, corporate actions, reconciliation processes, and vendors such as Bloomberg. - Possess a solid understanding of Fixed Income securities, Derivatives products. - Strong communication skills for effective executive interactions, with experience presenting across various functions and levels. - Familiarity with Business Requirement Documents (BRD) would be an added advantage. At EY, we are dedicated to building a better working world by creating long-term value for clients, people, and society, while fostering trust in the capital markets. Our diverse teams across over 150 countries leverage data and technology to provide assurance and support clients in their growth, transformation, and operations across assurance, consulting, law, strategy, tax, and transactions. By asking better questions, EY teams strive to find new answers to the complex challenges of today's world.,

Role Overview: You will be responsible for driving sales and ensuring that business targets are achieved for your area. Your main focus will be on P&L and portfolio growth of the corporate business in the region. Additionally, you will play a key role in identifying new business opportunities and building business in the large corporate space. Your performance will be measured by achieving budgetary numbers in terms of NII, fee income, and portfolio size. Team management and optimizing team productivity will also be crucial aspects of your role. Key Responsibilities: - Responsible for P&L and Portfolio growth of Corporate business for the Region - Identify new business opportunities and build business in the large Corporate space - Achieve Budgetary numbers in terms of NII, Fee income & Portfolio size - Manage and lead the sales teams for the implementation of the growth agenda through appropriate training, motivation, and deployment strategies - Support and develop Debt Syndication and Advisory practice in the corporate space for the region - Network and build Market intelligence capabilities for the region - Optimize team productivity by effectively managing the team of sales managers to assure achievement of team results and maximize profitability of the region - Align with the team on ground lead generation activities for Sales - Lead and supervise the sales teams for the implementation of the growth agenda through appropriate training, motivation, and deployment strategies - Manage team size by recruiting quality resources and grooming them from time to time in presentation and selling skills - Adopt Sales Digitization tools and effectively implement the same with the teams Qualifications Required: - Post Graduate/ Graduate in any discipline,

As an Associate Product Sales Manager-Supply Chain Finance (Channel Sales) in Wholesale Banking, your role involves leading the SCF Dealer/ Vendor acquisition and managing an asset portfolio in a designated area/ geography. Your responsibilities include: - Working on a list of Dealer/ Vendor leads and focusing on timely acquisition of SCF Dealers/ Vendors who have Supply Chain Finance requirements. - Collaborating closely with the Business Credit & Risk team to evaluate SCF proposals/ term sheets of Dealer/ Vendors for sanction of SCF facilities. - Targeting a Turnaround Time (TAT) for on-boarding approved Dealer/ Vendor clients for ready-to-transact status. - Owning and managing the P&L of Dealers/ Vendors portfolio, driving utilizations through continuous client engagement to ensure SCF AUM growth with adequate controls from Risk and Compliance perspective. - Managing collections in overdue/ stress accounts through close engagement with Dealer/ Vendor clients and support from the Anchor Sales team. - Cross-selling CA proposition to Dealer/ Vendors and exploring other Cash management, Trade Finance/ Working Capital solution opportunities in the Dealer/ Vendor eco-system for deepening the relationship. - Demonstrating strong knowledge of competitors' products, market landscape on SCF business, and continuously innovating & customizing SCF solutions for the SCF customers. Executing business strategy covering product customization, sales & service delivery to achieve the SCF aspirations. - Managing Fintech channel/ Business Correspondent Channel deployed for on-boarding of Anchor/Dealer/ Vendor Programs under SCF business. Qualifications: - Graduation- Any graduate - Post Graduation- Any post-graduate You should have 2-5 years of experience in supply chain finance sales to excel in this role. As an Associate Product Sales Manager-Supply Chain Finance (Channel Sales) in Wholesale Banking, your role involves leading the SCF Dealer/ Vendor acquisition and managing an asset portfolio in a designated area/ geography. Your responsibilities include: - Working on a list of Dealer/ Vendor leads and focusing on timely acquisition of SCF Dealers/ Vendors who have Supply Chain Finance requirements. - Collaborating closely with the Business Credit & Risk team to evaluate SCF proposals/ term sheets of Dealer/ Vendors for sanction of SCF facilities. - Targeting a Turnaround Time (TAT) for on-boarding approved Dealer/ Vendor clients for ready-to-transact status. - Owning and managing the P&L of Dealers/ Vendors portfolio, driving utilizations through continuous client engagement to ensure SCF AUM growth with adequate controls from Risk and Compliance perspective. - Managing collections in overdue/ stress accounts through close engagement with Dealer/ Vendor clients and support from the Anchor Sales team. - Cross-selling CA proposition to Dealer/ Vendors and exploring other Cash management, Trade Finance/ Working Capital solution opportunities in the Dealer/ Vendor eco-system for deepening the relationship. - Demonstrating strong knowledge of competitors' products, market landscape on SCF business, and continuously innovating & customizing SCF solutions for the SCF customers. Executing business strategy covering product customization, sales & service delivery to achieve the SCF aspirations. - Managing Fintech channel/ Business Correspondent Channel deployed for on-boarding of Anchor/Dealer/ Vendor Programs under SCF business. Qualifications: - Graduation- Any graduate - Post Graduation- Any post-graduate You should have 2-5 years of experience in supply chain finance sales to excel in this role.

In this role at PwC focused on risk and compliance, you will be responsible for maintaining regulatory compliance and managing risks for clients. You will provide advice and solutions to help organizations navigate complex regulatory landscapes and enhance their internal controls effectively. Your key responsibilities will include: - Working as part of a team with extensive consulting and industry experience to assist clients in solving complex business issues - Day-to-day liaison with clients as part of project teams - Identifying the impact of prudential regulatory changes and helping clients adapt to new regulatory challenges - Working on projects related to various components of regulatory calculation and reporting under Pillar 1, such as credit risk, market risk, leverage ratio, liquidity reporting, and more - Conducting regulatory gap assessments and remediation - Preparing regulatory analysis and reports To excel in this role, you will need the following essential skills: - Good written, numerical, and verbal communication skills - Knowledge and experience in retail, commercial, wholesale, and/or investment banking sectors - At least four years of experience in financial services prudential requirements - Hands-on experience in regulatory reporting/COREP - Strong relationship management skills and experience in team management - Problem-solving skills to deliver tailored solutions for clients Additionally, you should have technical skills specific to Pillar 1 reporting requirements, including understanding of COREP, regulatory reporting life cycle, and regulatory requirements for credit risk, market risk, and other areas. Experience with Basel 3.1 regulations and knowledge of Gen AI, Python, or regulatory reporting platforms like Axiom, Regnology, SuadeLabs would be beneficial. As part of your role, you will also be expected to: - Develop strong working relationships with client teams - Suggest ideas for improving engagement productivity and client service - Ensure compliance with engagement plans and internal quality & risk management procedures - Display teamwork, integrity, and leadership - Manage engagements and relevant teams while fostering teamwork and innovation - Utilize technology to enhance service delivery and conduct training sessions for team members - Contribute to team building activities and learning & development initiatives Minimum qualifications for this role include a Bachelor's/Masters Degree in Commerce/Economics/MBA/BBA or Chartered Accountant certification, experience in banking and capital markets, and 4-6 years of relevant experience in a similar role, preferably with a Big 4 or equivalent.,