Job Description
Job Description:
Job Title - IPB APAC India Dealer
Location - Mumbai
Role Description –
• Buyside Dealer for facilitation of primary and secondary market trades under PMS & Wealth Advisory.
• Common resource for all execution facilitation for "Discretionary PMS", "Non-Discretionary PMS" and "Investment Advisory".
• Dealer will facilitate primary and secondary market execution for all asset classes and instruments encompassing Equity (stocks and mutual funds) and Debt (all money market instruments, bonds, debentures, mutual funds, ETF's, Index Funds etc.) and all other permissible instruments and asset classes where the clients / portfolio managers are likely to invest.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Key responsibilities –
• Constant monitoring of the ongoing client trades - which would include order management, order execution facilitation, order reporting & settlement and reconciliation. Ability to manage orders efficiently at least impact cost so that the client is benefited.
• Liaising with all empaneled brokers and counter parties.
• Gathering of market intelligence and activity
• Maintenance of all orders related MIS
Skills and Experience –
• The candidate should have a relevant experience of atleast 3 to 5 years in similar role
• Expected to have working knowledge of dealing activities (across all instruments like stocks, bonds, and mutual funds) and should be able to facilitate execution of large orders.Should be having all requisite qualifications (graduate or a post graduate qualification from a reputed university)Should also have the mandatory regulatory qualifications that would enable him/ her to perform all dealing related activities. (NCFM dealing certification is required).
How we'll support you
• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
Job Title - IPB APAC India Dealer
Location - Mumbai
Role Description –
• Buyside Dealer for facilitation of primary and secondary market trades under PMS & Wealth Advisory.
• Common resource for all execution facilitation for "Discretionary PMS", "Non-Discretionary PMS" and "Investment Advisory".
• Dealer will facilitate primary and secondary market execution for all asset classes and instruments encompassing Equity (stocks and mutual funds) and Debt (all money market instruments, bonds, debentures, mutual funds, ETF's, Index Funds etc.) and all other permissible instruments and asset classes where the clients / portfolio managers are likely to invest.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Key responsibilities –
• Constant monitoring of the ongoing client trades - which would include order management, order execution facilitation, order reporting & settlement and reconciliation. Ability to manage orders efficiently at least impact cost so that the client is benefited.
• Liaising with all empaneled brokers and counter parties.
• Gathering of market intelligence and activity
• Maintenance of all orders related MIS
Skills and Experience –
• The candidate should have a relevant experience of atleast 3 to 5 years in similar role
• Expected to have working knowledge of dealing activities (across all instruments like stocks, bonds, and mutual funds) and should be able to facilitate execution of large orders.Should be having all requisite qualifications (graduate or a post graduate qualification from a reputed university)Should also have the mandatory regulatory qualifications that would enable him/ her to perform all dealing related activities. (NCFM dealing certification is required).
How we'll support you
• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
💡 Quick Summary
Seeking a career-building opportunity? The IPB APAC India Dealer position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.