Capital Market Jobs

As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.

Job Title: Sales Consultant/Business Development Consultant - Capital Markets, Treasury, and Banking SoftwareLocation: Mumbai (with frequent travel across India)Job Type: Full-timeAbout FinSurge:FinSurge is a leading provider of innovative software solutions for capital markets, treasury, and banking. Our products are designed to help financial institutions streamline their operations, manage risk, and improve profitability. We are looking for a results-driven Sales Consultant/Business Development Consultant to join our team in Mumbai and drive business growth across India.Job Summary:We are seeking an experienced Sales Consultant/Business Development Consultant to sell FinSurge's software products to Banks, NBFCs, and Corporate Treasury departments across India. The successful candidate will be responsible for identifying new business opportunities, building relationships with key decision-makers, and driving sales growth. The role requires frequent travel across India to meet clients, understand their needs, and provide tailored solutions.Key Responsibilities:Business Development: Identify new business opportunities in the capital markets, treasury, and banking sectors and develop relationships with key decision-makers in Banks, NBFCs, and Corporate Treasury departments.Sales Growth: Drive sales growth by selling FinSurge's software products and solutions to existing and new clients.Client Relationship Management: Build and maintain strong relationships with clients, understand their needs, and provide tailored solutions to meet their requirements.Product Knowledge: Develop in-depth knowledge of FinSurge's software products and solutions, and stay up-to-date with industry trends and competitor activity.Travel: Travel frequently across India to meet clients, prospects, and partners.Sales Pipeline Management: Manage and update the sales pipeline regularly, and provide accurate forecasts to the management team.Collaboration: Collaborate with internal teams, including product development, marketing, and support, to ensure seamless delivery of solutions to clients.Requirements:Education: Bachelor's degree in Finance, Business Administration, or a related field.Experience: 3-10 years of experience in sales, business development, or a related role in the capital markets, treasury, or banking industry.Skills:Strong understanding of the capital markets, treasury, and banking sectors.Excellent sales and business development skills.Strong relationship-building and communication skills.Ability to work independently and as part of a team.Strong analytical and problem-solving skills.Proficiency in MS Office and CRM tools.Personal Qualities:Results-driven and target-oriented.Strong work ethic and willingness to travel frequently.Excellent time management and organizational skills.What We Offer:Competitive Salary: A competitive salary package with a performance-based incentive structure.Growth Opportunities: Opportunities for career growth and professional development.Industry-Leading Products: The chance to work with innovative software solutions in the capital markets, treasury, and banking sectors.Collaborative Team: A dynamic and supportive team environment

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

1. Business ConsultantExperience: Minimum 3 years of consulting experience Experience should include software implementation in domain such as Banking, Financial Products, Trading and Risk Management etc. Experience in working across teams such as software development, QA, BA, Consulting and Product Support, Customer team. Experience in CTRM and ETRM domain is preferred. On site traveling experience is preferred.Skill Sets Sound knowledge of capital market, commodities market and other financial products Strong understanding of software development life cycle and various project management methods. Strong analytical and logical reasoning skills. Excellent verbal and writing communication is must. Sound knowledge of bugs/change requests management Experience of JIRA, Bugzilla or any bug tracking tools Sound experience on product installation and troubleshooting functional issues Ability to work within the team or independently Understanding of CTRM and ETRM domain is preferedResponsibilities Working on multiple system implementation projects simultaneously and taking full ownership of implementation of particular module or system enhancements. Responsible for understanding clients business processes, preparing detailed document of business process work flow including all stages of trade life cycle. As- is process mapping and Gap analysis. Create documentation of enhancement specification including business requirement, current fractional gaps, proposed solutions and relevant business test cases. Identify risk and provide mitigation plan. Understanding and documentation of existing issues/bugs/defects. Conduct workshops and client meetings to translate business requirements into system design and getting approval of implementation. Providing end to end functional support to product development and QA team for new system requirements and existing issues/bugs/defects Preparation and execution of testing plan. Testing plan to include key business relevant cases Understanding and documentation the reporting requirements, creating proposed report design and end to end testing of these executed reports. Developing strong and in-depth knowledge of different product modules as well as business domain areas to become SME. Should be able to demonstrate these to clients Demonstrate leadership in project implementation with proactive approach with high level of planning and clarity of tasks, daily activities, assignments of work within team. Managing 3rd party relationships with technology partners, solutions providers of other integrated systemsEducation B.E. or B.Tech in any specialization. MBA in Finance is preferable.

About Role- To drive business growth through direct equipment sales, strategic account management, and customer acquisition across key construction and infrastructure sectors. The role includes managing high-value clients, forecasting sales, and contributing to West India Equipments Pvt. Ltd.'s leadership in the Gujarat construction equipment market.Key Responsibilities Sales & Business Development Identify, pursue, and convert leads into long-term customers across construction, mining, port, and infrastructure segments. Meet or exceed monthly and annual sales targets for new and used construction equipment. Develop territory-specific strategies to enhance market share. Account Management Manage and grow relationships with key accounts and strategic clients. Prepare customized proposals, negotiate terms, and close high-value deals Ensure customer needs are understood and addressed with suitable product offerings. Market Intelligence & Reporting Track industry trends, competition activity, pricing, and client feedback. Prepare and present weekly and monthly sales performance reports. Maintain CRM records with up-to-date client interaction data. Coordination & Collaboration Work closely with product support, finance, logistics, and service departments. Ensure seamless post-sale support and customer satisfaction. Promotions & Events Represent the company at trade shows, customer meets, and product demos. Conduct presentations, product walkarounds, and site studies.Performance Metrics (KPIs) Sales volume and revenue achievement Conversion rate of leads to customers Customer retention and repeat business Forecast accuracy and CRM compliance Territory coverage and market share improvement

Job Openings for 3 Chief Executive Officer Jobs with minimum 1 Year Experience in odisha, andrapradesh, telangana, Hyderabad, Visakhapatnam, Bhubaneswar, having Educational qualification of : B.Sc, B.Tech, LLB, M.B.A/PGDM, M.Sc, M.Tech, Chartered Accountant, Company Secretary, Any Master Degree with Good knowledge in Strategic Planning, Business Development, Financial Management, Team Building etc.

Job Title: Chief Trainer (Capital Markets F&O)About Us: Quantsapp is a global Fintech with a market leadership in Options Analytics in India. We provide proprietary & game changing analytical solutions to participants of the financial markets. Quantsapp has over 1.5mn users on its application in India with the entire world to capture. We are looking for passionate candidates looking to be part of the journey and grind..Key - Responsibilities : Identify training needs of the capital markets traders and building trading programmes both accurate and actionable. Delivery of Online and Offline Sessions scheduled primarily on their own with an eventual delegation to the supporting trainers. Training the existing training team in creating content for various learning initiatives. Working towards converting the potential clients to our clients by providing them detailed information & solving their queries. Directing structured learning experiences and monitor their quality results. Representing Quantsapp in various events and seminars across the country. Being the owner of CIC (Continuous Improvement Cycle) of existing content and programmes popular amongst Quantsapp users. Making on-line content for Mass Media to represent Quantsapp. Contribute to Print and Television media on occasions presented. Maintain the Training bandwidth to cater to all the training initiatives and ensuring the smooth functioning of entire Learning Team by Hire-Develop-Delegate model. Requirements and skills: Proven experience in designing multiple training events in capital markets with Futures and Options in focus. Extensive knowledge Capital Markets in general and Futures & Options in particular. Hands-on with Options Trading will be an asset. Masters in Finance required, Charter in capital markets (CQF/CMT/CFA) desirable. Experience in managing team along with self-delivery of training

Candidate must be good in communicating through email. Also, candidate should know how to use basic Excel and Word. Training will be given for technicalities of the job which includes Process of Recovering of investment.

The Analysts mandate is to oversee all aspects of the fund, including the following: Overseeing the funds investment and operations, sourcing investment opportunities conducting due diligence (financial, legal and regulatory) and risk analysis. Merger and Acquisition Structuring and negotiating investment terms. The Fund Analyst is expected to develop and refine potential investment opportunities and pipeline. Liaise with Financial institutions to seek information and keep abreast of latest developments in Real Estate sector. Transaction Risk management. Process control, management and deal compliance. Work out different financial models and analyze the impact on various investment options. Analyze and work out the financials for the deal. Analyze incoming real estate (residential, commercial, or industrial) opportunities in order to assist in growth of the real estate portfolio. Coordinate with developers to make disbursements in accordance with approved budgets and work programme. Present analytical reporting, performance reporting and valuation.

Job Description: Build and manage a portfolio of partners by acquiring new and growing existing ones. Develop a deep understanding of the industry, the respective market, and competitive analysis. Meet and exceed team KPI targets and business objectives. Support new and existing clients via email, phone or chat Negotiate the terms of each partnership based upon the existing rebate structures. Generate ideas to increase lead generation and conversion. Identify business opportunities, potential clients and VIP customers and negotiate in order to create profitable accounts through identifying needs within the FX industry. Travel to conferences or business meetings as required. Assist with the onboarding of clients, IBs & other partners and proactively address their queries and/or concerns through various communication channels.Qualifications : 2-3 years previous experience in account management/business development or sales within the Forex/Capital Markets or CFD space is required. Practical knowledge of or interest in foreign exchange, derivatives trading, investing, or the financial markets. Ability to identify, open and continually drive new initiatives/ markets that will grow the brand and will be revenue accretive. A hunter & entrepreneur mindset with the ability to grow business sales; Strong experience in managing & leading a team effectively to achieve target performance (KPI); Strong business acumen, project management abilities, and negotiation skills. Proven ability to develop and implement a strategic business expansion plan. Excellent verbal and written communication skills, including facilitation of group presentations. Ability to work on own initiative, expand and generate business. Ability to work under pressure, face constant challenges, adapt to changes;

Responsibilities:Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock MarketKnowledge of financial markets, investment products, and trading platforms.Proficiency in using stock market terminal systems and trading software.Experience:Operational ExcellenceAccount ManagementMarket Analysis and ResearchRelationship ManagerMutual Fund Sales RepresentativeFinancial Consultant

Looking for candidates who can work in Hybrid - 3 days in the Office (Olympia Tech Park). Early joiners will be given preferences. The Candidates should be good in Functional Web Applications and API Testing in Manual. Knowledge of experience in Automation is an added advantage. Should be strong in SQL DB.resumes can be shared

Required Candidate Profile:- Strong communication and interpersonal skills for building and maintaining long-term client relationships.- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.- Certification in NISM and CFP is an advantage.- Responsible for lead generation and closing deals, collaborating with the Operations and Sales teams.- Develop and implement financial goal plans to meet client needs.- Self-motivated, flexible, and capable of multitasking.- Willingness to work in a startup culture.- Must have a laptop for work.Roles and Responsibilities :Existing Client Relationship Management :- Manage existing clients, addressing service-related, operational, or sales-related requests.- Generate new business from existing clients for various financial services.- Conduct financial technical analysis for options like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.New Client Acquisition :- Generate leads and convert them through channels such as cold calls, conducting Financial Awareness Programs, and referential calling.

Job descriptionRMS Manager - Job Role :- Cross checking BOD for All segments before Market Start.- Making Activation and Deactivation of Trading Terminal and Investor client.- Ability to resolve queries on a day to day basis.- Keeping Monitoring on Additional Surveillance Margin (ASM) and reporting to HOD.- Blocking GSM and Illiquid scrip on Time to Time in the Trading system.- Keeping track of MTM Alert violation, MTM net position & Square off the open position once MTM Loss get triggered.- Supervision of Limit assigned to the clients (Base Limit and Intraday limits).- Coordination with different teams.- Surveillance of Script Wise & Client wise Position, Simulated Trade, Script concentration etc.- Successfully Implementation Exchange & Depositary Related Compliances.- Daily Margin Reporting for all Segments.- Quarterly Settlement of A/Cs & Dormant & Inactive Process & CTCL Empanelment.Skills & knowledge:- Should understand the process of BOD&EOD and limit setting as well as other RMS Processes with the ability to adapt to improving technology.- Knowledge and relevant experience of capital market (Equity, Derivatives, Commodity, Currency) segment.- Hands on experience to carry out Risk assessment of all the above segments and other products.- Capability to take proactive measures to mitigate risk.- Should take up ways for development and Automation of process improvement as per changing business need.- Self-motivated and logical thinking is required.- Good communication skills and ability to work in a team.

B2B Sales: Develop and implement strategies to drive B2B sales, targeting businesses and organizations as potential clients for our brokerage services.Franchise Acquisition: Identify, approach, and acquire Authorized Persons (APs) to expand our brokerage network, ensuring alignment with our business objectives and compliance requirements.New Brokerage Sales: Generate new brokerage sales opportunities by identifying and prospecting potential clients, showcasing our services, and closing deals to achieve revenue targets.Selling Third-Party Products: Collaborate with APs to sell third-party financial products, leveraging their networks and expertise to maximize sales and cross-selling opportunities.Sub-Broker Management: Manage and nurture relationships with existing sub-brokers, providing support, training, and guidance to enhance their performance and foster loyalty.Relationship Building: Build strong relationships with key stakeholders, including APs, sub-brokers, and B2B clients, through regular communication, networking, and providing exceptional service.Market Research: Stay updated with industry trends, market conditions, and competitor activities to identify new opportunities, adapt strategies, and maintain a competitive edge.Reporting and Analysis: Prepare regular sales reports, performance metrics, and forecasts to monitor progress, identify areas for improvement, and provide insights to senior management.Compliance and Risk Management: Ensure adherence to regulatory guidelines, company policies, and industry best practices, mitigating risks and promoting a culture of compliance within the team.Team Collaboration: Collaborate with internal teams, including marketing, operations, and product development, to align sales strategies, share market insights, and drive overall business success.12-14 years (at least last 3-4 years in people management role)Bachelor's degree in business administration, finance, or a related field. An MBA or equivalent qua

Job Details :- We urgently looking for Client Relationship/Dealer Executive for stock Broking company at (Whitefield) Bangalore Job description Roles and Responsibilities 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all activities are in adherence as per Compliance & Risk. 6. Provide regular updates to the immediate superior as and when required. Desired Candidate Profile 1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking & relationship building skills, and good communication skills. Key Skill: Researching prices and markets. - Making plans for purchases and sales. - Buying and selling securities on behalf of the company. - Recording and reporting each days profit and loss. - Assisting the company to attract new clients by maintaining and enhancing marketing materials. - Following news coverage for information about price changes. - Gathering information from researchers, sales traders (traders who deal directly with clients) and other colleagues executing trades. Salary :25k to 40K Per Month

Position- Digital Relationship ManagerQualifications- Graduate Fresher (Any Stream).Location- Nashik- (Satpur)Experience- Only Experienced (BFSI Sales exp. 1+ years)Offered CTC- 2.32 L to 3.8LRequirements-1. Proficient in MS office2. Fluent in both verbal and written Communications.3. Basic understanding of capital markets businessRoles and Responsibilities-1. Activate existing inactive customers from the given data base.2. Develop relationship with the customers3. Educate customers regarding equity market& investments4. Assist customers with online trading platform.5. Handling Outbound and Inbound calls.6. Promoting financial products by cross selling (MF, SIP, VAS etc)7. Resolving customer query.- Training will be provided.- Target Based Job.Who can apply1. Good communication skills in English2. Good Sales Skills3. Candidates looking forward to make their career in Capital Market.4. Candidates from Central line will be preferred.5. Go getter attitude

You will be responsible for designing and creating the data warehouse and all related extraction, transformation and load of data functions in the company. After the groundwork has been laid, you will also test your designs to ensure the system runs smoothly. Furthermore, you must be expert at taking a big-picture view of a company's data situation. A skill set that is a big plus is called data modeling. This means you will need to be able to read, analyze and digest what a business wants to accomplish with its data, and design the best possible ETL process around those goals. Database designs take on many forms, including star and snowflake schemas.Qualifications:Capital markets and derivatives business knowledge preferredTechnical expertise in SQL Server and Python Git change managementSnowSQLAzure Data Factory

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.