Fresher/Investment Banking Certifications/ Reporting/Excel/Mumbai

1 week ago

Mumbai City District, India Teamware Solutions Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Hiring

Greetings from Teamware Solutions

Role: SSBO

Exp: 0 - 1 Year

Location: Mumbai

Notice Period: Immediate

Apply Now:

Primary Responsibilities


• Opening and linking of accounts on Prime Brokerage system.


• Setting up of accounts on Portfolio accounting system and setting up Client reporting.


• Setting up of accounts for 3rd Party reporting based on documentation.


• Requesting of Secure Ids for Client and 3rd Party users.


• Quality checking the creation and maintenance of client accounts.


• Quality checking the creation and maintenance of client access.


• Risk management through the daily review of priority clients, adhering to benchmarks and Service Level

Agreements.


• Escalate potential issues to the team leader.


• Recommend opportunities to increase efficiency / productivity through analysing resource and system

usage, and identifying processing weaknesses


• Support the team manager in rolling out new initiatives and developments within the team

Skills required


• Education: Industry qualifications i.e. Securities Institute or Bachelors Degree & Tech Savvy


• Exceptional problem solving skills


• Ability to multitask and prioritize time accordingly


• Exceptional organizational skills


• Strong interpersonal and communication skills, client service oriented


• Ability to work as part of a team and adapt to the needs of the team as they arise


• Strong Microsoft office skills, specifically Microsoft Excel (vlookup, pivot tables)


• Client reference data, or client documentation skills a plus


• College/University degree or equivalent with a business focus and relevant/proven experience

Technical and Professional Knowledge:

  • Knowledge of global markets / market regulations is beneficial, although not a necessity

  • Customer care skills

  • Cash management/ Reporting/ Excel/Investment banking/ Bangalore

    2 weeks ago

    Mumbai City District, India Teamware Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Hiring AlertJob Title: Cash ManagementLocation: MumbaiExperience: 1 to 2 YearsShift Timing: 6:30 AM 3:30 PMNotice Period: ImmediateJob Description:Responsibilities include:Organizing report inventory and maintaining data systemsInterpreting and analyzing data using statistical techniquesAcquiring data from various sources and maintaining...

  • Investment Banking

    4 weeks ago

    Mumbai, India NAFA Capital Group Full time

    Job description We are seeking a highly motivated and dynamic individual to join our team in Investment Banking. You will play a pivotal role in leading & executing transactions, conducting financial analysis, supporting BD initiatives and providing strategic advisory to our clients. This is an excellent opportunity for individuals looking to further develop...

  • Investment Banking

    6 days ago

    Mumbai, Maharashtra, India NAFA Capital Group Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job descriptionWe are seeking a highly motivated and dynamic individual to join our team in Investment Banking. You will play a pivotal role in leading & executing transactions, conducting financial analysis, supporting BD initiatives and providing strategic advisory to our clients. This is an excellent opportunity for individuals looking to further develop...

  • Investment Banking Intern

    1 week ago

    Mumbai, Maharashtra, India Kaizen Partners Full time

    **About the Role**: We are seeking a motivated and detail-oriented **Investment Banking Intern** to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions. **" Job location Mumbai Ghatkopar no work from home "** **Benefits**: -...

  • Investment Banking Intern

    6 days ago

    Mumbai, Maharashtra, India Kaizen Partners Full time

    Job description: We are seeking a motivated and detail-oriented **Investment Banking Intern** to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions. **" Job location Mumbai Ghatkopar no work from home " Only graduate can...

  • Executive Assistant

    3 days ago

    Mumbai, Maharashtra, India Equirus Full time

    **Equirus Capital Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customer with best results in...

  • Investment Banking Internship

    1 week ago

    Mumbai, Maharashtra, India Kaizen Partners Full time

    We are seeking a motivated and detail-oriented **Investment Banking Intern** to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions. **" Job location Mumbai Ghatkopar no work from home " Only graduate can apply**...

  • Investment Banking Associate

    1 week ago

    Mumbai, Maharashtra, India Equirus Full time

    **Equirus Capital Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

  • Investment Banking Internship

    4 weeks ago

    Mumbai, India Kaizen Partners Full time

    We are seeking a motivated and detail-oriented Investment Banking Intern to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions. " Job location Mumbai Ghatkopar no work from home " Only graduate can apply Benefits:- Career in...

  • Investment Banking Internship

    1 week ago

    Mumbai, Maharashtra, India Kaizen Partners Full time ₹ 1,50,000 - ₹ 1,80,000 per year

    We are seeking a motivated and detail-oriented Investment Banking Intern to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions." Job location Mumbai Ghatkopar no work from home " Only graduate can applyBenefits:-Career in...