We are Currently Hiring
Executive – Clearing and Settlement
- Handling of ODIN Terminal.
- Tracking MTM on daily basis of the entire segment.
- Square off Intraday Positions.
- Debit follow up or short margin collection from client level / branch level.
- Coordination with the branches persons on risk arising of clients.
- Updating RMS related file by EOD i.e. (Ledger, Demat Holding, and T1 Holding, Client Position File of Future & Curreny segment, Daily Turnover File).
- Client Margin allocation in Live market according to Ledger credit received in trading hours and provide limit to client after fund allocation.
- Fund Allocation after-market hours as per requirements.
- Any Graduate
- 1+ Years
- Mumbai
Technical Research Analyst (Commodity)
- Well Versed with Technical tools and indicators.
- Experience in handling various technical software.
- Report generation in various segments like Equity, Commodity, and currency on basis of technical analysis.
- Continuously tracking major index commodity and currency.
- Generating recommendation for all time frame (O intraday/ / delivery / F&O).
- Attending morning calls and client (BM, RM and business partner) queries.
- Regular follow-up of Recommendations & performance tracking.
- CA / CFP / MBA - Finance (MUST)
- 3+ years
- NISM Mandator
- Technical analyst calls
- Good skills & experience working in MS-Excel & MS-Office
- Good communication & writing skills in English
- Business support
- Mumbai
Wealth Manager
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
- To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment.
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
- Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
- CFP / CFA / MBA in Finance / Marketing
- 5+ year experience in financial services/ Broking Company and Insurance sector
- Should be an individual performer
- Handling a reasonable book size
- Pleasant personality and good communication skills.
- Marketing
- Mumbai, Indore, Surat, Delhi, Bangalore
Relationship Manager
- New client acquisition, building new relationships and increasing depth in existing relationships with clients.
- Selling online broking accounts- Demat account, trading account.
- Identifying customer needs, assessing their appetite and providing them investment options.
- Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
- Achieving targets as assigned by the organisation on a monthly basis.
- Migrating offline clients to do online trading.
- Regular updates to the immediate superior as a when required.
- Graduate
- 2-5 years
- Good communication skills
- Strong analytical skills
- Customer orientation
- Sales
- Mumbai, Indore, Bangalore, Delhi, Gurgaon, Chennai.
Equity Dealer
- Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
- Communicating trading on calls and investing ideas to customers.
- To trade on behalf of clients.
- Responsible for brokerage generation.
- Cross selling third party products.
- Research and build relationships with clients.
- Graduate / Post Graduate
- NISM Mandatory
- Minimum 1+ Year dealing experience
- Pleasant personality and good communication skills.
- Basic knowledge of finance and financial products.
- Must have worked on ODIN software.
- Good in Excel.
- Trading
- Mumbai, GIFT CITY (Gandhinagar), Gurgaon, Surat