Job Description
Planify Capital Limited
Investment Banker – Sales & Trading
Planify Capital Limited • Gurugram, Haryana • via LinkedIn
2 days ago
₹4L–₹8L a year
Full–time
Apply on LinkedIn
Job description
We are seeking a highly motivated and results-driven Investment Banker with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3-6 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.
Key Responsibilities
• Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
• Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
• Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
• Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
• Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
• Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
Key Requirements
• Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
• Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
• Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
• Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business.
• Educational Background: Must have a Finance degree, or CFA, or Professional certifications.
• Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
• Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
Desired Attributes
• Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business.
• Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations.
• Adaptability: Ability to quickly adapt to changes in the market and client requirements.
If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!
Skills: negotiation,trading,strong communication,investment,market analysis,client relationship management,communication,sales mindset,investment banking,financial services,presentation,sales,industry knowledge,team collaboration,attention to detail,securities
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IDFC FIRST Bank
Vigilance Associate
IDFC FIRST Bank • New Delhi, Delhi • via Career At IDFC First Bank
2 days ago
Full–time
Apply on Career At IDFC First Bank
Apply on LinkedIn
Apply on Expertini | India Jobs Expertini
Apply on WhatJobs
Apply on Jobrapido.com
Apply on Recruit.net
Apply on Jobsyx.com
Job description
Job Requirements
Role/Job Title: Vigilance Associate
Function: Vigilance
Job Purpose:
To manage and maintain effective communication/liaison with Law Enforcement Authorities/ MHA. Work on various projects like LEA & MHA or any other as assigned. Under Governance & Compliance, ensure that Policy, Processes are documented and adhered to. To manage and maintain effective communication/liaison with Law Enforcement Authorities/ MHA and external counsels within defined turnaround time. To deal effectively with different internal & external stakeholders of the Bank. Maintain, Analyze and Presentation of MIS. Maintain focus on the workflow management and meet /exceed expectations on delivering within turnaround time.
Roles & Responsibilities:
• Timely and accurate presentation of the report(s) to different executive committees.
• Ensure weekly / fortnightly/ monthly/quarterly updates of the tracker & Dashboard to senior management.
• Maintain, Analyze and Presentation of MIS.
• Create awareness on the top of the pyramid in organization structure about Vigilance To manage and maintain effective communication/liaison with Law Enforcement Authorities/MHA offices and external counsels within defined turnaround time.
• To deal effectively with different internal stakeholders of the Bank.
• To attend the meetings called by LEA within the designated area.
• To be placed at Ministry of Home affairs office and ready to work in rotational shifts including night shifts and on holidays.
• Internal Investigations and doing site visits for preparing the reports.
• Training and Awareness of related activities.• Follow-up internally and externally to assure complete accurate event of files & complaint details
Educational Qualifications:
Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Experience: 2-5 years of total experience.
Investment Banker – Sales & Trading
Planify Capital Limited • Gurugram, Haryana • via LinkedIn
2 days ago
₹4L–₹8L a year
Full–time
Apply on LinkedIn
Job description
We are seeking a highly motivated and results-driven Investment Banker with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3-6 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.
Key Responsibilities
• Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
• Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
• Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
• Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
• Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
• Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
Key Requirements
• Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
• Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
• Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
• Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business.
• Educational Background: Must have a Finance degree, or CFA, or Professional certifications.
• Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
• Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
Desired Attributes
• Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business.
• Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations.
• Adaptability: Ability to quickly adapt to changes in the market and client requirements.
If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!
Skills: negotiation,trading,strong communication,investment,market analysis,client relationship management,communication,sales mindset,investment banking,financial services,presentation,sales,industry knowledge,team collaboration,attention to detail,securities
Report this listing
More jobs at Planify Capital Limited
See web results for Planify Capital Limited
I
IDFC FIRST Bank
Vigilance Associate
IDFC FIRST Bank • New Delhi, Delhi • via Career At IDFC First Bank
2 days ago
Full–time
Apply on Career At IDFC First Bank
Apply on LinkedIn
Apply on Expertini | India Jobs Expertini
Apply on WhatJobs
Apply on Jobrapido.com
Apply on Recruit.net
Apply on Jobsyx.com
Job description
Job Requirements
Role/Job Title: Vigilance Associate
Function: Vigilance
Job Purpose:
To manage and maintain effective communication/liaison with Law Enforcement Authorities/ MHA. Work on various projects like LEA & MHA or any other as assigned. Under Governance & Compliance, ensure that Policy, Processes are documented and adhered to. To manage and maintain effective communication/liaison with Law Enforcement Authorities/ MHA and external counsels within defined turnaround time. To deal effectively with different internal & external stakeholders of the Bank. Maintain, Analyze and Presentation of MIS. Maintain focus on the workflow management and meet /exceed expectations on delivering within turnaround time.
Roles & Responsibilities:
• Timely and accurate presentation of the report(s) to different executive committees.
• Ensure weekly / fortnightly/ monthly/quarterly updates of the tracker & Dashboard to senior management.
• Maintain, Analyze and Presentation of MIS.
• Create awareness on the top of the pyramid in organization structure about Vigilance To manage and maintain effective communication/liaison with Law Enforcement Authorities/MHA offices and external counsels within defined turnaround time.
• To deal effectively with different internal stakeholders of the Bank.
• To attend the meetings called by LEA within the designated area.
• To be placed at Ministry of Home affairs office and ready to work in rotational shifts including night shifts and on holidays.
• Internal Investigations and doing site visits for preparing the reports.
• Training and Awareness of related activities.• Follow-up internally and externally to assure complete accurate event of files & complaint details
Educational Qualifications:
Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Experience: 2-5 years of total experience.
💡 Quick Summary
Seeking a career-building opportunity? The Vigilance Associate position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
