equity-trader-jobs-in-nagercoil, Nagercoil

1 Equity Trader Jobs nearby Nagercoil

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posted 1 week ago

Head of Finance

Regin Imports and Exports Private Limited
experience10 to 14 Yrs
location
Nagercoil, Tamil Nadu
skills
  • Financial Strategy
  • Budgeting
  • Cash Flow Management
  • Financial Analysis
  • Cost Efficiency
  • Invoicing
  • Revenue Collection
  • Compliance
  • Financial Reporting
  • Team Leadership
  • Stakeholder Management
  • Statutory Compliance
  • Accounting Systems
  • Strategic Thinking
Job Description
Role Overview: As a Financial Strategy & Budgeting lead, you will play a crucial role in the annual budgeting and financial planning processes, ensuring alignment with the company's mission. Your responsibilities will include providing leadership with insights into cash flow needs, project burn rate, and funding gaps to facilitate timely decision-making. Additionally, you will drive cost efficiency, strict budget adherence, and offer financial insight and analysis to support strategic decision-making. Your role will also involve ensuring transparency, accountability in fund utilization, and fostering seamless financial integration with worker data across departments. Key Responsibilities: - Lead annual budgeting and financial planning processes aligned with the company's mission. - Provide visibility into cash flow needs, project burn rate, and funding gaps for timely decision-making. - Drive cost efficiency and strict budget adherence across departments. - Offer financial insight and analysis to support strategic decision-making. - Ensure transparency and accountability in the use of funds. - Work closely with Operations and Tech teams for seamless financial integration with worker data. - Ensure timely invoicing and revenue collection from clients and partners. - Track receivables, forecast cash flows, and maintain healthy working capital. - Liaise with Partnerships/BD team to ensure effective execution of contractual financial terms. - Ensure compliance with Indian accounting standards, regulatory requirements, and statutory filings. - Establish and enforce internal controls to minimize financial risk. - Lead monthly, quarterly, and annual financial reporting for internal and external stakeholders. - Coordinate with external auditors for timely completion of audits. - Lead a small but high-performing Finance team. - Mentor junior finance staff and build capacity within the team and the organization. - Foster a culture of ownership, integrity, and mission-alignment. Qualifications Required: - 10+ years of progressive finance experience, preferably in a fast-growing organization. - CA or equivalent education background. - Prior exposure to Import/Export is a strong plus. - Deep understanding of statutory compliance including income tax, GST, PF/ESI, labor laws, etc. - Strong knowledge of accounting systems and tools (e.g., Tally, Zoho, QuickBooks, Excel). - Excellent stakeholder management and communication skills. - Strategic thinker with hands-on execution capabilities. - Demonstrated commitment to equity, transparency, and service. Please note that this is a work from office role located in Nagercoil, and candidates preferred to relocate to Nagercoil should apply. Benefits: - Commuter assistance - Food provided - Paid sick time - Provident Fund (Note: No additional company details were provided in the job description.),
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posted 2 weeks ago

Equity Dealer

Avani Consulting
experience1 to 6 Yrs
Salary3.5 - 5 LPA
location
Chennai, Hyderabad+1

Hyderabad, Pune

skills
  • trading
  • commodities
  • equity sales
  • equity derivatives
  • equity dealing
Job Description
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Interested Candidates Share your resume Whatsapp-8248541367 email- karishma@avaniconsulting.com
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posted 2 months ago
experience1 to 5 Yrs
Salary3.0 - 5 LPA
location
Chennai, Hyderabad+6

Hyderabad, Bangalore, Noida, Gurugram, Mumbai City, Delhi, Ahmedabad

skills
  • equity advisory
  • investment advisory
  • sip
  • demat accounts
  • mutual funds sales
  • insurance
  • equity sales
  • securities
Job Description
Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and  Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com
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posted 2 months ago
experience8 to 12 Yrs
location
Chennai, Tamil Nadu
skills
  • FX
  • MM
  • IRD
  • Equities
  • Fixed Income
  • SQL
  • XML
  • AWS
  • Azure
  • Murex MX3
  • UnixLinux scripting
Job Description
Role Overview: As a seasoned Murex professional joining Mizuho Global Services Pvt Ltd's Capital Markets Technology team, you will have the opportunity to work across Front Office, Middle Office, and Back Office functions. This role will allow you to lead transformative initiatives, collaborate with global teams, and contribute to shaping the future of financial technology. Key Responsibilities: - Configure and provide support for Murex modules within FO/MO/BO workflows. - Collaborate with traders, risk managers, and operations teams to gather requirements and deliver effective solutions. - Manage trade lifecycle processes, including pricing, trade capture, risk analysis, settlements, and reporting. - Lead system integration, testing (SIT/UAT), and offer production support. - Ensure compliance with global regulatory standards such as FRTB, Basel, EMIR, HKMA, and CFTC. - Drive upgrades, cloud migrations, and performance tuning across environments. Required Skills: - 8+ years of hands-on experience with Murex MX.3. - Strong functional knowledge in FX, MM, IRD, Equities, and Fixed Income. - Expertise in modules like E-tradepad, Simulation Viewer, Datamart, MxML Exchange, and Back Office workflows. - Proficiency in SQL, Unix/Linux scripting, XML, and cloud platforms (AWS/Azure). - Excellent communication and stakeholder management skills. Preferred Skills: - Experience with risk metrics (VaR, VA, PFE), regulatory reporting, and familiarity with DevOps/Agile methodologies. - Prior exposure to cloud migration, performance testing, and CI/CD pipelines. What's in it for you - Immense exposure and learning opportunities. - Excellent career growth prospects. - Work alongside highly passionate leaders and mentors. - Ability to be involved in building initiatives from the ground up. Apply Now: If you are prepared to advance your Murex career and be part of a dynamic team, send your resume to mgs.rec@mizuho-cb.com and take the next step towards connecting with us.,
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posted 1 week ago
experience10 to 14 Yrs
location
Coimbatore, Tamil Nadu
skills
  • Equities
  • FX
  • Options
  • Swaps
  • Risk systems
  • SQL
  • Advanced Excel
  • Python
  • SWIFT messaging
  • Documentation
  • Trading Product Knowledge
  • Fixed Income Bonds
  • Derivatives Futures
  • Trade lifecycle management
  • Market data concepts
  • Tools Platforms
  • OMSEMS platforms
  • Portfolio management systems
  • Data Analytics
  • Data visualization tools
  • Integration Interfaces
  • FIX protocol
  • APIbased integrations
  • General Skills
  • AgileScrum environments
  • Regulatory awareness
Job Description
As an experienced Business Analyst with 10+ years of Investment Banking domain expertise, your role will involve supporting financial systems, trading workflows, regulatory initiatives, and technology modernization programs. You should possess strong functional knowledge of front-office, middle-office, and back-office investment banking operations along with hands-on exposure to technical tools, data analysis, and process automation. Key Responsibilities: - Act as the primary liaison between business stakeholders, product teams, and technology teams for investment banking initiatives. - Gather, analyze, and document business requirements (BRD, FRD, User Stories) for trade lifecycle processes and financial products. - Work on regulatory and compliance-driven projects such as MiFID II, EMIR, Dodd-Frank, FATCA, KYC/AML, and risk reporting. - Support system enhancements for Front Office Trading Platforms, Order Management Systems (OMS), and Execution Management Systems (EMS). - Perform detailed gap analysis, impact analysis, workflow mapping, and data flow documentation. - Coordinate with QA teams for test case preparation, UAT management, defect tracking, and production validation. - Partner with technology teams for solution design involving pricing systems, risk engines, market data feeds, and downstream settlements systems. - Analyze large datasets to support decision-making for trading, operations, and compliance teams. - Prepare dashboards, MIS reports, and regulatory reporting summaries. - Ensure process improvement, automation, and operational efficiency across trade lifecycle functions. - Facilitate user training, knowledge transfer, and documentation for system rollouts. Technical Expertise Required (Investment Banking Specific): - Trading & Product Knowledge: Equities, Fixed Income (Bonds), FX, Derivatives (Futures, Options, Swaps), Trade lifecycle management. - Tools & Platforms: Experience with OMS/EMS platforms, exposure to risk systems, familiarity with portfolio management systems. - Data & Analytics: SQL, Advanced Excel, Knowledge of Python, Experience with data visualization tools. - Integration & Interfaces: Understanding of FIX protocol, SWIFT messaging, trade feeds, reconciliation tools, Experience with API-based integrations. General Skills: - Strong analytical and problem-solving abilities. - Excellent communication and stakeholder management. - Experience working in Agile/Scrum environments. - Ability to prepare clear documentation (BRD, FRD, Use Cases, Process Flows). - High attention to detail and regulatory awareness. Qualifications: - Bachelors/Masters degree in Finance, Business, Economics, Engineering, or related field. - Minimum 10 years of experience as a Business Analyst in Investment Banking or Capital Markets. - Relevant certifications (optional): CFA (Level 1/2 preferred), FRM, Certified Business Analyst Professional (CBAP), Investment Banking domain certifications. Please note that the Job Type is Full-time with benefits including health insurance, paid sick time, and Provident Fund. The work location is in person at Coimbatore.,
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posted 2 months ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial engineering
  • MS Office toolkit
  • Qualified accountant
  • Audit exposure
Job Description
As a PC Prime Equities Analyst at Barclays, you will play a crucial role in collaborating with the Line PC team to ensure the completeness and accuracy of the books and records, including P&L and Balance Sheet substantiation and reporting. Your role will involve working towards creating the future rather than just anticipating it. Key Responsibilities: - Reconcile daily profit and loss (P&L) figures for trading desks to align with valued positions in the trading book, and investigate and resolve any discrepancies to reflect the true economic value of the trading portfolio. - Support the identification, assessment, and mitigation of trading risks, reporting on financial risks to senior colleagues. - Maintain and analyze the bank's trading data for accuracy and consistency, providing insights to traders and senior colleagues on trading performance. - Prepare and submit regulatory reports to authorities, support external audits, and ensure trading activities are accurately reflected in financial statements. - Effectively communicate complex financial information to traders, risk professionals, senior colleagues, and external stakeholders. - Collaborate across functions to ensure a coordinated approach to trading activities. Qualifications Required: - Experienced with MS Office toolkit. - Qualified accountant. - Excellent communication and presentation skills in both formal and informal settings, with the ability to interact globally with regions like UK/US. - Strong control awareness to identify and escalate potential control breakdowns and streamline processes effectively. (Note: Additional details of the company were omitted from the Job Description),
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posted 1 month ago

Equity Dealer

Apex Services. Hiring For ONE OF THE LEADING BROKING FIRM
experience1 to 6 Yrs
Salary3.0 - 5 LPA
location
Guntur, Chennai+8

Chennai, Karur, Bangalore, Kochi, Shimoga, Kozhikode, Vijayawada, Mangalore, Mysore

skills
  • demat
  • broking
  • equity derivatives
  • securities
  • cross selling
  • trading
  • equity market
  • share market
  • equity advisor
  • equity dealer
Job Description
Dear Candidate,  Greetings from "APEX SERVICES"  Role- Equity Dealer  CTC- Upto-6 LPA + incentive + other benefit  ROLES ANS 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. SKILLS 1) NISM VIII certificate is mandatory.2) Prior experience of working in a similar set up preferred.3) Should be willing to work in a target driven role & should be a go better.  Kindly reply with updated CV on apex.shivprabhahr@gmail.com if you are interested for the mentioned job role you can call also on 7991680640
posted 1 month ago

Equity Dealer

Apex Services. Hiring For One of the leading broking firm
experience1 to 6 Yrs
Salary2.0 - 5 LPA
location
Guntur, Chennai+5

Chennai, Hyderabad, Bangalore, Shimoga, Nellore, Kozhikode

skills
  • cross sales
  • client acquisition
  • stock market
  • securities
  • broking
  • dmat
  • share market
  • equity dealer
  • equity advisor
Job Description
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - UPto- 6 lpa Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)  Skills: - 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can call also on 7991680640.
posted 1 month ago

Equity Dealer

Apex Services. Hiring For One of the leading broking firm
experience1 to 6 Yrs
Salary2.5 - 5 LPA
location
Chennai, Hyderabad+5

Hyderabad, Bangalore, Bellary, Mangalore, Mysore, Warangal

skills
  • share market
  • demat
  • securities
  • broking
  • stock market
  • cross selling
  • equity dealer
  • equity advisor
  • terminal operator
Job Description
Dear Candidate,   Greetings From"APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role-Equity Dealer   CTC- upto- 6 LPA + incentive + Other benefit  BranchDealing 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 1yr exp in Equities.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role you can also call on 7991680640.
posted 2 months ago

Public Health Nurse

NEW ERA LIFE CARE PRIVATE LIMITED
experience3 to 8 Yrs
Salary6 - 14 LPA
location
Chennai, Erode+8

Erode, Kochi, Indore, Srinagar, Jodhpur, Guntakal, Mumbai City, Mangalore, Patna

skills
  • patient relations
  • health equity
  • health care services
  • nursing management
  • healthcare management
  • first aid
  • critical care
  • medication administration
  • patient care
  • empathy
Job Description
 The main goal of  public health nurse job description is to attract qualified candidates that match your hiring needs. An introduction to your organization should be your first step. Share some background information on your history and mission, the current amount of staff and patients you employ, and whether this position is open to local applicants only.Public Health Nurse Job Responsibilities: To make the recruitment process easier, include a list of mandatory job responsibilities so candidates can determine if they are qualified for the position. Some examples could include:    Assesses health care trends in communities.    Collaborates with emergency response planning and training.    Works with public health officials to help communities receive care.    Provides immunizations and health screenings in the community.    Provides patient and community education.    Monitors and delivers high quality patient care.    Records and analyzes medical data in various communities.    Evaluates the health of patients and creates treatment plans.    Participates in evaluation and documentation of patients and care.    Assists in developing, evaluating, and implementing professional development education.    Refers patients to other providers as needed.    Manages budgets of public health facilities.
posted 1 week ago
experience5 to 15 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Modelling
  • Quantitative Analysis
  • Qualitative Analysis
  • Equity Research
  • Statistical Analysis
  • Valuations
  • MS Office Skills
Job Description
You will be a part of the Equity Research Team within the Institutional Equities business at Avendus Spark in Chennai. Your role will involve conducting detailed analysis and research to support investors in making informed investment decisions. Your responsibilities will include: - Having an analytical and research-based approach - Advising investors on intrinsic check points and inquiries before making investment decisions - Conducting a detailed review and analysis of the competitive landscape - Performing a comparative study within the industry/competing/peer firms - Conducting qualitative and quantitative analysis through financial modeling - Strengthening the equity research team's review on specific sectors/industries/firms To excel in this role, you should have the following background: - Ability to synthesize insights from accounting and financial information - Preferably CA/CFA background - Strong technical and conceptual understanding of finance and valuations - Strong statistical and analytical skills - Strong business acumen, attention to detail, and ability to multitask - Proficiency in MS Office tools such as PowerPoint, Excel, and Word Avendus Spark Institutional Equities is India's leading domestic institutional brokerage house, trusted by over 400 institutional investors for its intellectual honesty, thought leadership, and detail-oriented research. The research team covers 250+ stocks across ~15 sectors, representing ~80% of the total market capitalization in India. The team's expertise, sector knowledge, relationships, and objectivity have been recognized, with the Research team consistently ranked as one of the top in the industry.,
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posted 2 months ago
experience5 to 9 Yrs
location
Chennai, Tamil Nadu
skills
  • Product Control
  • Financial products
  • Financial markets
  • Communication skills
  • Presentation skills
  • Time management
  • CFA
  • Financial Engineering
  • Independence
  • Negotiation skills
  • Reconciliation
  • Risk assessment
  • Regulatory reporting
  • Strategy development
  • Change management
  • Leadership
  • Risk management
  • Stakeholder management
  • Endtoend processes
  • Prioritization
  • Masters in Finance
  • Control awareness
  • Problemsolving
  • Influencing skills
  • Financial information communication
  • Analytical thinking
  • Barclays Values
  • Barclays Mindset
Job Description
As a Vice President in Barclays Product Control - Equities team, you will play a crucial role in managing the Line PC team to ensure the completeness and accuracy of the books and records, including P&L and Balance Sheet substantiation and reporting. Your responsibilities will include monitoring trading activity for compliance with policies, providing technical and operational analysis to management, and collaborating with various departments such as Front Office business, Financial Control, and Technology. To be successful in this role, you should have: - Minimum 5 years of product control experience in an Investment bank. - In-depth knowledge of Financial products and markets in the relevant asset class. - Understanding of end-to-end processes in an Investment Banking environment and associated controls. - Excellent communication and presentation skills for interactions with global teams. - Strong time management skills and the ability to prioritize tasks effectively. Additional valued skills may include: - CFA / Masters in Finance / Financial Engineering. - Strong control awareness and problem-solving abilities. - Ability to work independently with a diverse range of individuals. - Excellent negotiation and influencing skills. Your key accountabilities will include: - Reconciliation of daily P&L figures for trading desks. - Support in identifying, assessing, and mitigating trading risks. - Maintenance and analysis of trading data for insights into trading performance. - Preparation and submission of regulatory reports. - Effective communication of complex financial information to stakeholders. As a Vice President, you are expected to: - Contribute to strategy and drive change. - Manage policies and processes for continuous improvement. - Provide leadership and guidance to team members. - Advise key stakeholders on functional areas of impact and alignment. - Manage and mitigate risks through assessment. - Demonstrate leadership in managing risk and strengthening controls. - Collaborate with other areas to achieve business goals. - Create solutions based on analytical thinking. All colleagues are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,
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posted 2 weeks ago
experience2 to 6 Yrs
location
Coimbatore, All India
skills
  • Bloomberg Terminal
  • Corporate Actions
  • Equities
  • Options
  • Bonds
  • Futures
  • Reconciliation Processes
  • Portfolio Accounting
  • General Ledger Systems
  • Spots
  • Forwards
  • Bank Debts
  • Credit Default Swaps CDS
  • Contract for Difference CFD Swaps
Job Description
Role Overview: You will be joining the State Street Global Delivery (GD) team, which provides asset owners and managers with essential financial tools to deliver effective investment solutions. Your role will involve daily cash and position reconciliation between funds and brokers, hedge fund reconciliation activities, reconciliation of dividend & market valuation of the portfolio, and other reconciliation tasks to ensure accurate financial calculations. Key Responsibilities: - Daily Cash and Position Reconciliation between fund and Broker - Hedge fund Reconciliation activity for Cash, Cost, and Position - Reconciliation of Dividend & Market Valuation of the portfolio during month-ends for the fulfillment of calculation of GNAV - Market Value Reconciliation, Expense Accounting including Management Fee, Admin Fee and Incentive Fee, Dividend Accrual Reconciliation, Bond Coupon Accrual Reconciliation, Confirming Trial Balance ledgers tie-up with various sub-ledgers Qualifications Required: - Hands-on experience in using Bloomberg Terminal for searching information on Corporate Actions, verifying coupon accruals for bonds and Price for securities - Good domain skills in reconciliation processes, especially pertaining to market value recon, transaction, and cost recon - Exposure with portfolio accounting, General ledger systems - Exposure to trading instruments like Equities, Options, Bonds, Futures, Spots and Forwards, Bank Debts, Credit Default Swaps (CDS), and Contract for Difference (CFD Swaps) Education & Preferred Qualifications: - Bachelor's or master's degree in accounting or MBA Finance Additional Details: State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. They have been helping clients safeguard and steward investments for more than two centuries. State Street provides investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. The company offers competitive benefits packages, flexible work programs, and development opportunities for employees to reach their full potential. State Street is committed to fostering an inclusive environment where every employee feels valued and empowered to succeed. Note: The Job ID for this role is R-779846. Role Overview: You will be joining the State Street Global Delivery (GD) team, which provides asset owners and managers with essential financial tools to deliver effective investment solutions. Your role will involve daily cash and position reconciliation between funds and brokers, hedge fund reconciliation activities, reconciliation of dividend & market valuation of the portfolio, and other reconciliation tasks to ensure accurate financial calculations. Key Responsibilities: - Daily Cash and Position Reconciliation between fund and Broker - Hedge fund Reconciliation activity for Cash, Cost, and Position - Reconciliation of Dividend & Market Valuation of the portfolio during month-ends for the fulfillment of calculation of GNAV - Market Value Reconciliation, Expense Accounting including Management Fee, Admin Fee and Incentive Fee, Dividend Accrual Reconciliation, Bond Coupon Accrual Reconciliation, Confirming Trial Balance ledgers tie-up with various sub-ledgers Qualifications Required: - Hands-on experience in using Bloomberg Terminal for searching information on Corporate Actions, verifying coupon accruals for bonds and Price for securities - Good domain skills in reconciliation processes, especially pertaining to market value recon, transaction, and cost recon - Exposure with portfolio accounting, General ledger systems - Exposure to trading instruments like Equities, Options, Bonds, Futures, Spots and Forwards, Bank Debts, Credit Default Swaps (CDS), and Contract for Difference (CFD Swaps) Education & Preferred Qualifications: - Bachelor's or master's degree in accounting or MBA Finance Additional Details: State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. They have been helping clients safeguard and steward investments for more than two centuries. State Street provides investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. The company offers competitive benefits packages, flexible work programs, and development opportunities for employees to reach their full potential. State Street is committed to fostering an inclusive environment where every employee feels valued and empowered to succeed. Note: The Job ID for this role is R-779846.
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posted 3 weeks ago

Sales Manager

Geojit Financial Services Ltd
experience4 to 8 Yrs
location
Kanchipuram, All India
skills
  • Cross Sales
  • Financial Products
  • Mutual Funds
  • Insurance
  • Broking
  • Equity
  • Bonds
  • DMAT
  • Trading
  • New Client Prospecting
  • Cold Calling
  • Revenue Generation
  • Client Acquisition
  • SIP
  • Life Insurance
  • General Insurance
  • Bonds
  • FDs
  • NCDs
  • Communication Skills
  • Equity Demat AC
  • NISM5
  • Investment Opportunities
  • Sales Report Preparation
  • Client Advising
  • Market Trends Analysis
  • Investment Awareness Seminars
  • Targets Achievement
  • Mutual Funds NFOs
  • IPOs
Job Description
As a Manager Sales at Geojit Financial Services Ltd, your role will involve managing a team of Financial consultants and financial advisors to generate revenue from sales of financial products like equity, mutual funds, and bonds. Your key responsibilities will include: - Advising and updating clients on various investment opportunities - Promoting products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE - Prospecting new clients through cold calling, appointments, and references - Providing investment application forms to clients and assisting them in filling - Arranging investment awareness seminars - Preparing daily sales reports and analyzing clients' financial needs - Acquiring new clients and meeting revenue targets - Keeping up with the latest issues of Mutual Funds NFOs, SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs, and informing clients regularly - Demonstrating good convincing and communication skills Qualifications Required: - Any graduate with minimum 4 to 5 years of experience in cross sales of financial products like Mutual Funds, Insurance, and Equity Demat A/C - Preferred candidates with experience in broking, mutual funds, or insurance field - Minimum Graduation with NISM-5 certification Please note that candidates with experience in loans and cards are not eligible, and BE or MCA freshers are discouraged from applying. The salary for this position ranges from 5lpa to 7lpa per year. If you are interested in this full-time position located in Kanchipuram, Tamilnadu, please email your resume for further shortlisting. The work schedule is in the day shift and the work location is in person. As a Manager Sales at Geojit Financial Services Ltd, your role will involve managing a team of Financial consultants and financial advisors to generate revenue from sales of financial products like equity, mutual funds, and bonds. Your key responsibilities will include: - Advising and updating clients on various investment opportunities - Promoting products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE - Prospecting new clients through cold calling, appointments, and references - Providing investment application forms to clients and assisting them in filling - Arranging investment awareness seminars - Preparing daily sales reports and analyzing clients' financial needs - Acquiring new clients and meeting revenue targets - Keeping up with the latest issues of Mutual Funds NFOs, SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs, and informing clients regularly - Demonstrating good convincing and communication skills Qualifications Required: - Any graduate with minimum 4 to 5 years of experience in cross sales of financial products like Mutual Funds, Insurance, and Equity Demat A/C - Preferred candidates with experience in broking, mutual funds, or insurance field - Minimum Graduation with NISM-5 certification Please note that candidates with experience in loans and cards are not eligible, and BE or MCA freshers are discouraged from applying. The salary for this position ranges from 5lpa to 7lpa per year. If you are interested in this full-time position located in Kanchipuram, Tamilnadu, please email your resume for further shortlisting. The work schedule is in the day shift and the work location is in person.
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posted 1 month ago

Regional Director of Operations

The PSBB Millennium School
experience10 to 14 Yrs
location
Chennai, Tamil Nadu
skills
  • Education
  • Business Administration
  • Marketing
  • Enrollment Management
  • Analytical Skills
  • Interpersonal Skills
  • Communication Skills
  • Relationshipbuilding Skills
  • Organizational Skills
  • Project Management Skills
  • Problemsolving Skills
  • Decisionmaking Skills
  • Commitment to Equity
  • Diversity
  • Inclusion
Job Description
As a Regional Director of School Operations at the PSBB Millennium Group of Schools, your role will involve overseeing the end-to-end administration of multiple schools to ensure smooth day-to-day operations and drive growth. Here's a breakdown of the responsibilities and qualifications required for this position: Role Overview: - Oversee operations across all schools, ensuring efficiency and compliance. - Manage infrastructure, facilities, and upkeep to provide a top-notch learning environment. - Lead branding and marketing efforts to support growth and student admissions. - Implement best practices to streamline processes and enhance school performance. - Work closely with the head of schools and admin teams to ensure smooth functioning. - Oversee budgets, financial planning, and resource allocation. - Collaborate with stakeholders including parents, boards, and authorities. Key Responsibilities: - Bachelor's degree in Education, Business Administration, or a related field; a Master's degree is preferred. - Ten or more years of experience in managing and/or leading school operations, preferably with a track record of success in marketing and enrollment management. - Demonstrated ability to lead and manage multidisciplinary teams and collaborate effectively with external partners. - Strong analytical skills and attention to detail with a demonstrated ability to compile and analyze complex data. - Excellent interpersonal, communication, and relationship-building skills. - Strong organizational and project management skills. - Strong problem-solving skills and the ability to make sound decisions. - Demonstrated commitment to equity, diversity, and inclusion. If you believe you have the required experience and skills for this role, please share your CV with hanisha.rani@tsmschools.com.,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Tamil Nadu
skills
  • Customer Service
  • Sales Planning
  • Team Management
  • Lead Generation
  • Compliance Management
  • Sales Process Management
  • Sales Digitization
  • Market Trends Analysis
Job Description
As a Sales Manager, your role involves managing the sales process, planning, and team management to achieve business targets and enhance client relationships effectively. Your key responsibilities include: - Aggressively driving sales numbers for home equity/LAP products and cross-selling to achieve business targets - Retaining and expanding the customer base for mortgages while maintaining strong relationships for repeat business or referrals - Maximizing sales through a network of DSA/Builders by managing connector and builder relationships effectively - Identifying and maintaining channel partner relationships - Ensuring timely processing of files from login stage to disbursement by liaising with internal departments - Providing high-quality customer service - Maintaining good portfolio quality In terms of Sales Planning and Team Management, you will be responsible for: - Optimizing team productivity by effectively managing sales managers to assure team results achievement and region profitability - Aligning with the team on ground lead generation activities - Leading and supervising sales teams for growth agenda implementation through training, motivation, and deployment strategies - Recruiting quality resources and grooming them in presentation and selling skills - Implementing Sales Digitization tools effectively with the teams Regarding Industry & Governance, your responsibilities include: - Ensuring superior communication of objectives through Area review meets - Developing an effective long-range area sales growth plan - Keeping abreast of market trends and competitor intelligence to build effective sales and marketing strategies - Providing feedback to the central product and policy team based on market understanding - Ensuring compliance with all Audit/NHB regulations, processes, policies, and reports Qualifications required for this role include a Graduate/Post Graduate degree.,
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posted 3 weeks ago

Senior Manager - Fund Accounting

Intuit Management Consultancy
experience5 to 9 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Reporting
  • Mentoring
  • Customer Service
  • Private Equity
  • IFRS
  • US GAAP
  • Client Relationship Management
  • Risk Management
  • Compliance
  • People Management
  • Business Development
  • Excel
  • Word
  • Technical Accounting
  • Closed Ended Funds
  • Singapore Regulatory Compliance
  • Financial Statements Preparation
  • Bank Account Reconciliation
  • Audits Coordination
  • Investor Queries Handling
  • NAV Production
  • Accounting Standards Knowledge
Job Description
As a Senior Manager in Fund Accounting at Intuit Management Consultancy in India, your role involves managing and coordinating the delivery of financial reporting and technical accounting requirements for a diverse range of clients. Your primary focus will be on mentoring direct reports and ensuring the highest quality of customer service. Key Responsibilities: - Accounting and administration of a portfolio of Private Equity, Closed Ended Funds, and Singapore-incorporated companies - Recording all accounting transactions, preparing periodic work papers, management accounts, and financial statements - Conducting bank account reconciliations and following up with clients on accounting documentation - Coordinating annual audits and drafting annual financial statements with related disclosures - Monitoring and adhering to Singapore regulatory deadlines for GST, annual filings, and tax filings - Assisting with client service matters, maintaining client relationships, and identifying revenue-generating activities - Dealing with investor queries, delivering investor statements, and assisting with training and supervision of direct reports Duties and Responsibilities: - Ensuring service excellence by understanding your portfolio, executing client service offerings, and owning relationships with industry providers - Involvement in operational improvement projects, demonstrating professional skepticism, and managing risk for client relationships - Ensuring compliance with policies and procedures, reviewing Customer Due Diligence (CDD), and collaborating with the compliance team - Managing client fees, collaborating with the finance team, and providing feedback, mentorship, and development plans to direct reports - Promoting teamwork, supporting senior management, and staying updated on market trends for business development - Identifying own skill and knowledge requirements, attending relevant training programs, and complying with continuing professional development requirements Qualification and Experience Required: - Preferred experience in Private Equity/Real Estate or Fund Industry - Degree in accountancy (CPA/ACCA/ACA) or finance - Sound knowledge of Singapore FRS/IFRS and US GAAP - Strong technical knowledge of accounting and reporting standards, proficiency in Excel and MS Word Attributes and Technical Skills: - Strong organizational, prioritization, and delegation skills - Energy, can-do attitude, and strong interpersonal skills - Ability to motivate and influence direct reports, work under pressure, and make decisions within fund policies - Good understanding of IT systems, flexibility, teamwork, and knowledge of Singapore laws and regulatory requirements No additional details of the company are mentioned in the job description.,
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posted 2 months ago
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • Data Analysis
  • Capital Markets
  • Equities
  • Fixed Income
  • Investments
  • Risk Management
  • Compliance
  • Verbal Communication
  • Written Communication
  • IncomeCorp Action Processing
  • Mortgage Backed Securities
Job Description
Role Overview: As a Securities & Derivatives Rep 5, you will be responsible for processing orders and transactions from trading desks and branch offices, working closely with the Operations - Transaction Services team. Your main objective will be to assist in the clearance, settlement, and investigation of client securities and derivatives transactions. Key Responsibilities: - Identify and implement process improvements in securities and derivatives settlement using data analysis tools and methodologies. - Prior experience in Income/Corp Action processing or Capital Market related to Securities/Investment Banking is preferred. You must have knowledge about Dividends/Interest in the Investment world. - Administer defined procedures, conduct analyses, and prepare reports. - Have extensive knowledge of products like Equities, fixed income, fed securities & Mortgage-backed securities. Basic knowledge of Investments is essential. - Analyze data, make recommendations for new products/services or upgraded platforms. - Monitor errors, suggest solutions to reduce errors, and ensure adherence to audit and control policies to minimize risk. - Identify policy gaps and propose efforts to streamline securities and derivatives settlement processes. - Monitor, analyze, and evaluate processes and data for accuracy and quality of completed settlement tasks. - Maintain a deep understanding of how the team collaborates with other areas to accomplish tasks. - Assess risk when making business decisions, ensuring compliance with laws, rules, and regulations. Qualifications: - 2-4 years of relevant experience in Income/Corp Action processing or Capital Market related to Securities/Investment Banking. Responsible for completing day-to-day team tasks. - Fundamental knowledge of securities/derivatives activities, policies, procedures, and concepts. - Strong operational knowledge of Securities Operations for US and Non-US securities through various custodians. - Analytical/calculative nature required due to engagement in Transaction processing (Night Shift). - Clear and concise written and verbal communication skills. Education: - Graduate from a reputed university or Postgraduate/master degree in any discipline. Additional Company Details: This job description offers a comprehensive overview of the work involved. Other duties related to the job may be assigned as necessary. (Note: The Job Family Group, Job Family, and Time Type details have been omitted as per your request.),
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posted 3 weeks ago

Equity Research Associate

Shravas Capital Advisors
experience0 to 4 Yrs
location
Chennai, All India
skills
  • Financial Modeling
  • Equity Research
  • Analytical Skills
  • Market Research
  • Compliance
  • Microsoft Excel
  • Research Skills
  • Financial Statements Analysis
Job Description
As an Equity Research Associate in this 2-year management trainee program for undergraduates based in Chennai, your role will involve the following key responsibilities: - Assist in building and maintaining financial models of the companies under coverage universe, ensuring they meet the firm's exhaustive checklist requirements including forensic checks. - Support the analyst team in conducting thorough research on listed and unlisted companies by analyzing financial statements, annual reports, conference calls, and regulatory filings. This will involve studying historical data/reports, understanding business/sector-specific cycles, and evaluating earnings potential. - Provide regular updates on the coverage universe by analyzing quarterly earnings, management conference calls, and information from media outlets. - Conduct channel checks by contacting industry connects, suppliers, customers, peers, and other stakeholders to gather on-the-ground insights. - Responsible for building and updating various trackers maintained by the firm to monitor sector-specific and company-specific trends. - Ensure all research activities and actionables are conducted in full compliance with applicable laws and regulatory requirements. Key Attributes required for this role include: - A deep passion for equity markets. - Demonstrated ability to work autonomously with minimal supervision, manage multiple tasks simultaneously, set priorities, and make informed decisions independently. - Exhibit a strong intellectual curiosity by asking probing questions, challenging assumptions, and exploring alternative scenarios. - Proficiency in Microsoft Excel. Qualifications required for this position: - Undergraduate degree in finance. (Note: No additional details about the company were provided in the job description.) As an Equity Research Associate in this 2-year management trainee program for undergraduates based in Chennai, your role will involve the following key responsibilities: - Assist in building and maintaining financial models of the companies under coverage universe, ensuring they meet the firm's exhaustive checklist requirements including forensic checks. - Support the analyst team in conducting thorough research on listed and unlisted companies by analyzing financial statements, annual reports, conference calls, and regulatory filings. This will involve studying historical data/reports, understanding business/sector-specific cycles, and evaluating earnings potential. - Provide regular updates on the coverage universe by analyzing quarterly earnings, management conference calls, and information from media outlets. - Conduct channel checks by contacting industry connects, suppliers, customers, peers, and other stakeholders to gather on-the-ground insights. - Responsible for building and updating various trackers maintained by the firm to monitor sector-specific and company-specific trends. - Ensure all research activities and actionables are conducted in full compliance with applicable laws and regulatory requirements. Key Attributes required for this role include: - A deep passion for equity markets. - Demonstrated ability to work autonomously with minimal supervision, manage multiple tasks simultaneously, set priorities, and make informed decisions independently. - Exhibit a strong intellectual curiosity by asking probing questions, challenging assumptions, and exploring alternative scenarios. - Proficiency in Microsoft Excel. Qualifications required for this position: - Undergraduate degree in finance. (Note: No additional details about the company were provided in the job description.)
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posted 2 months ago
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • Client Relationship Management
  • Cross Selling
  • Lead Generation
  • Market Analysis
  • Compliance Management
  • Sales Process Management
  • DSA Management
  • Builder Relationship Management
Job Description
Role Overview: You will be responsible for aggressively driving the sales numbers and achieving business targets for home equity and through cross-selling. Your main focus will be on retaining and expanding the company's customer base for the HE channel to ensure repeat business or referrals. Additionally, you will be required to maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business growth. Developing and maintaining strong liaisons with clients for repeat business or referrals will also be a key aspect of your role. Furthermore, identifying and developing new builder/channel relationships to penetrate new markets and increase business will be crucial. You will also need to ensure that files are processed from the login stage to disbursement by liaising with internal departments such as Operations and Credit for completion. Key Responsibilities: - Aggressively drive sales numbers and achieve business targets for home equity and cross-selling - Retain and expand the company's customer base for the HE channel - Maximize sales through a network of DSA by managing connector and builder relationships effectively - Develop and maintain strong liaisons with clients for repeat business or referrals - Identify and develop new builder/channel relationships to penetrate new markets - Ensure files are processed from login stage to disbursement by liaising with internal departments - Optimize team productivity by effectively managing the team of relationship managers - Align with the team on ground lead generation activities for sales - 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 market understanding - Ensure compliance with all Audit/NHB regulations, processes, policies, and reports Qualification Required: - Graduate or Post Graduate,
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