Pms Dealer
3 weeks ago
**Job Title**: PMS Dealer
**Location**: Mumbai
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.
If you would like some flexibility then please discuss this with the hiring manager.
Hybrid Working
Please discuss the detail of the working pattern options for the role with the hiring manager.
**Introduction**:
PMS Department handles the Equity, Debt and Multi Asset Portfolios for Barclays Clients.
What will you be doing?
The role comprises of Equity Dealing. The person will be required to take orders (with details containing price limits, time limits, etc) from the Fund Managers/MILES system and communicate the same to the Brokers. At the completion of the trade, the person should be able to maintain records of all trades and communicate the same to the Fund Managers
**What we’re looking for**:
Understanding and Analysis of Financial Statements
Understanding and experience of working in Equity Markets and Dealing
Good handle on MS Office tools - Excel, PPT & Word
Good written and oral communication skills
**Skills that will help you in the role**:
Understanding of macros, both domestic and global
Basic understanding of other asset classes lke debt, gold, currencies
Regulated Role
This role is regulated by SEBI
Where will you be working?
Mumbai
Be More at Barclays
Interested and want to know more about Barclays? Visit home.barclays/who-we-are/ for more details.
Purpose, Values and Mindset
We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
**Our values underpin everything we do**: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
Empower
Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.
Challenge
Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.
Drive
Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
-
Pms Dealer
2 weeks ago
Mumbai, India Barclays Full timeJob Title: PMS Dealer Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which...
-
Dealer (Pms)
4 weeks ago
Bandra, Mumbai, Maharashtra, India Wright Research Full time**Job Summary** **Key Responsibilities** - **Trade Generation & Execution**: - Generate trades using model portfolio software/Excel. - Execute orders (buy/sell) across various market segments (equities, derivatives) with guidance from senior dealers or fund managers. - Monitor market conditions and update seniors on relevant trading opportunities or...
-
Equity Dealer
2 weeks ago
Mumbai, India Electrum Portfolio Managers Limited Full time**Brief about Electrum Portfolio Managers Ltd** Electrum is a finance outfit with PMS and wealth management as key businesses. On the PMS side, It usually invests in small and midcap companies over medium to long term with strong management, good growth as well as good fundamentals. It typically follows a bottoms up investment approach. **JD equity dealer...
-
Dealer
2 weeks ago
Mumbai, Maharashtra, India Talent Leads HR Solutions Full timeOpening: 1 Nos. - Job ID: 79438 - Employment Type: Full Time - Reference: - Work Experience: 3.0 Year(s) To 5.0 Year(s) - CTC Salary: 7.00 LPA TO 8.00 LPA - Industry: Banking/Financial Services - Qualification: CA - CA; MBA/MMS/MPM/PGDM - Finance - Location: - Mumbai **POSITION**:Dealer - PMS Fixed Income (Manager/Senior Manager)** Reports to (Position):...
-
Equity Dealer
2 weeks ago
Andheri, Mumbai, Maharashtra, India Excellent Pro HR Full timeWe have opening for Equity dealer with us PFB: - Role-Equity Dealer/Equity advisor/Equity trader/senior Equity dealer Revenue generation : - Responsible for generating brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life...
-
Equity Dealer
3 weeks ago
Mumbai, India SoftPath Consulting Full timeUrgent hiring for a **leading company in Broking Industry!** Relevant Experience - **Min 2 year+** **Education - Min. Graduate** Job Location - **Mumbai** **Designation : Relationship Manager - Equity Dealer** **Job Description: -** **Responsibilities** - Achieving the **Business targets assigned in terms of, generating revenue, acquiring clients,...
-
Assistant Manager
3 weeks ago
Mumbai, Maharashtra - Delhi, India PMS Consulting Full time- Achievement of sales target as per agreed plan in assigned area - Appointing Rationalising of Project Dealers in assigned territory- Ensure timely collection of payments for keeping receivables under control - Work towards increasing the business by extracting sales from existing customers and acquisition of new customers - Ensuring relationship and...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full timeGetting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling,enhancing and upgrading the High Net Worth relationships. 3. To give your full involvement to support clients to maintain long-term relationship with them. 4. Daily meetings...
-
Ipb Apac India Dealer
2 weeks ago
Mumbai, India Deutsche Bank Full time**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...
-
Equity Dealer
2 weeks ago
Fort, Mumbai, Maharashtra, India Human Resource Search Full time**PMS Dealer - Buy Side** - Trade Execution: - As per the instruction of the fund manager, execute buy and sell orders for equity - Maintain trading diaries and net position daily - Send portfolio allocation file to the custodian (at the end of the day) - To update the team on fund flows on investment as well as cash balance in the portfolio. - Excell...
-
Equity Trader, Pms, 3-6 Yrs
1 week ago
Mumbai, India Hr lab Full time**About Company**: The Employer is a Portfolio Management firm having an office in BKC, Mumbai. The firm is founded by veterans having extensive experience in known institutional brokerage houses. Currently, the PMS is managing an AUM of INR 700-800 Cr. **Job Type**: Full Time Hiring for a equity dealer - preferably person who has worked in PMS equity...
-
Equity Dealer
39 minutes ago
Mumbai, India Sharekhan Ltd Full timeJob description - **_**FOR ONLY **_**FEMALE FRESHER**_**_ **Job Summary** *Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) *Confirmations of trades *Track clients positions and make regular calls as per their profile & preferences *Visiting clients regularly and maintain a long term relationship with clients *Client...
-
Equity Dealer
2 weeks ago
Mumbai, India Acme Services Full timeJob description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...
-
Equity Dealer
2 weeks ago
Mumbai, India Acme Services Full timeResponsible to generate brokerage primarily through advising clients on their equity portfolio - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the market knowledge - Ensure all the activities are in...
-
Equity Dealer
2 weeks ago
Mumbai, India Acme Services Full timeJob description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on Terminal on behalf of clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...
-
Trade Monitoring Analyst – Dealer
4 weeks ago
Mumbai, India Qode Full timeExperience: 1–2 years of dealing experienceLocation: Mumbai, Lower ParelCTC: ₹3L – ₹6LWho should apply? If you have experience in a stockbroking firm handling trade execution, risk monitoring, or dealing, we encourage you to apply.Company OverviewAt Qode, we are pioneers in quant investing in India, consistently helping our investors grow their...
-
Equity Dealer
2 weeks ago
Mumbai, India Sharekhan Ltd Full timeJob description - **_**FOR ONLY Female **_**FRESHER**_ **Job Summary** *Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) *Confirmations of trades *Track clients positions and make regular calls as per their profile & preferences *Visiting clients regularly and maintain a long term relationship with clients *Letter Drafting...
-
Aftermarket Service Advisor
1 week ago
Mumbai, India eTeam InfoServices Pvt. Ltd Full timeTo maintain quality and service standards of the Warranty Claims processing team in support of the contracted Service Level Agreement Main Accountabilities Operational Responsibilities - Investigate and Verify warranty claims based on available external support resources (Parts catalog, Dealer Assist & Standard labor time) & take appropriate decision -...
-
Sales Executive
3 weeks ago
Mumbai, India Smart Moves Full time**Job Title**: Sales Executive **Job Type**: Full-time **Job Location**: Santacruz / Grant Road, Mumbai **Job Summary**: - Increase sales in our current dealer network of hardware and sanitaryware showrooms - Add new dealers to our network - Visit architects and interior designers to showcase our products and convert them into orders - Meet sales targets...
-
Equity Dealer
3 weeks ago
Malad, Mumbai, Maharashtra, India Acme Services Full timenism 8 (Equity and derivatives) Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new...