
ULJK Financial Services
5 days ago
Leadership & Strategy- Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs.- Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.- Maintain high-quality research output, ensuring accuracy and compliance with industry standards.Equity Research & Analysis:- Conduct in-depth fundamental and macroeconomic research to generate investment ideas from team.- Review and refine financial models, valuation methodologies, and industry trends.- Monitor corporate earnings, policy changes, and global market movements that impact investment decisions.Client Engagement & Presentations:- Present research findings to institutional clients, including fund managers, hedge funds, and FIIs.- Develop strong relationships with key institutional clients, understanding their research needs and preferences.- Represent the firm at industry conferences, investor meets, and corporate events.Team Management & Development:- Lead, mentor, and develop a team of equity research analysts across multiple sectors.- Ensure skill enhancement through training, workshops, and knowledge sharing sessions.- Establish a high-performance culture within the research team.Collaboration with Sales & Trading:- Work closely with the Institutional Sales and Trading teams to align research insights with client requirements.- Support sales efforts by providing market insights, stock calls, and thematic reports.- Contribute to idea generation for proprietary trading and institutional sales.Key NISM Certification MBA (Finance) / CFA / CA or equivalent 5+ years in equity research, with at least 3-5 years in a leadership role.Expertise: Strong knowledge of financial modelling, valuation techniques, and sector-specific Excellent analytical, communication, and presentation skills.- Strong leadership and team management abilities.- Ability to build client relationships and influence decision-making.- Institutional interaction with buy side analyst / fund Managers.Preferred Candidates:- Prior experience in sell-side or buy-side research covering key sectors.- A proven track record of successfully leading research teams and enhancing institutional business. (ref:iimjobs.com)
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ULJK Financial Services
4 days ago
Mumbai Metropolitan Region, India ULJK FINANCIAL SERVICES PRIVATE LIMITED Full time ₹ 20,00,000 - ₹ 25,00,000 per yearLeadership & StrategyDevelop and execute a comprehensive research strategy aligned with market trends and institutional client needs.Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.Maintain high-quality research output, ensuring accuracy and compliance with industry standards.Equity Research &...
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Financial Services Operations Specialist
2 days ago
Navi Mumbai, Maharashtra, India V Financial Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage financial services operations on BSE STAR& MF Utility platform* Execute equity market transactions & handle client queries* Oversee mutual fund ops, CRM & investment execution processesCoordinating with CAMs & Kfintech
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Hiranandani Financial Services
3 weeks ago
Mumbai, India Hiranandani Financial Services Full timeSpecialist - Finance Operations the jobKey ResponsibilitiesBank & Treasury Operations- Review and monitor internal fund transfers across all bank accounts, monthly investment entries (MF, FD, IMD), and daily banking transactions.- Oversee booking of operating revenue, loan receipts and repayments, correction of mis posted entries, control account tracking,...
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Financial Planner
1 week ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Hiranandani Financial Services
1 week ago
Mumbai, India Hiranandani Financial Services Full timeRoles & Responsibilities: - Drafting, reviewing and finalizing legal deeds, documents, agreements, MoUs, and contracts, relating to financial and banking transactions, capital raise, borrowings, investments, IT & Cyber Security and related regulatory matters.- Providing legal support to cross-functional teams i. business, operations, finance, risk,...
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Senior Financial Advisor
4 weeks ago
Mumbai, India Enrichwise Financial Services Full timeAs a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...
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Hiranandani Financial Services
7 days ago
Mumbai, India Hiranandani Financial Services Full time- The Business Incentive Analyst will be responsible for the accurate calculation, reporting, and timely payout of business incentives across different departments or teams.- This role involves working closely with HR, Finance, Sales, and Operations teams to ensure that incentive programs align with company goals and that payouts are made in compliance with...
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Acaipl Investment
3 days ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout UsOur group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress. We specialize in acquiring distressed accounts and resolving them effectively, while also offering advisory services to individuals and businesses navigating financial challenges.Job SummaryWe are looking for dynamic and...
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Acaipl Investment
7 days ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout us:Areion group consist of boutique investment banking companies like NBFC, Assets Management, Advisory and Investment Banking, specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well-being and growth of our team members. At Areion, we offer various learning and...
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Financial Advisor
4 weeks ago
Mumbai, India Smart Financial Planners Full timeRole Overview As aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...