JOB 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 and sell suitable financial products and services.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.
• Ability to do gap analysis and designing counter action plan (if needed)
• Periodic review with the client on his report as per set plan
• Portfolio rebalancing

REQUIREMENTS

Experience:

• 2-4 years as financial planner in wealth advisory firm

Qualification:

• BSc/B.com in accounting, finance, business administration or relevant field; professional certification (e.g., CFP) is must.
• Valid FINRA license series 7 & 66

Skills:

• Proficiency in MS Office and CRM systems
• Attention to detail and strong in mathematics
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills
• Humble and Soft Spoken. 

CTC:

• As per company standards
  
  

Only female candidates from in and around Navi-Mumbai can apply.

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JOB RESPONSIBILITIES

• Studying and analyzing the condition of the market and
  conducting detailed research on the financial, social, and
  economic data and information (Technical chart analysis)
• Buying and selling the shares and securities by utilising short term trading models which are automated
• Recommending ideas and suggestions in order to improve the present algorithms or help in the creation of new ones
• Designing potential strategies related to trading and determining a course of action that needs to be taken
• Evaluating the risk involved and making appropriate decisions and preparing the relevant reports
• Constantly monitoring and reviewing the transactions to verify the accuracy and ensuring that they are in conformance with the rules and regulations of the governing organisations.

REQUIREMENTS

Experience:

• 2-4 years as financial planner in wealth advisory firm

Qualification:

• Graduation/MBA/BBA with at least 65% marks
• NISM Certification required

Skills:

• You have good interpersonal and communication skills and are adept at working with multiple stakeholders to drive desired outcomes.
• You have strong analytical skills and are comfortable dealing with numerical data.
• You are a strong networker & relationship builder.
• You are highly goal-driven and work well in fast-paced environment.

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

• Execute the orders on behalf of clients.
• Confirmation of trade done by EOD.
• Ensure the volume of trade is higher & clients trade frequently.
• Promoting research calls to increase volume & frequency.
• Daily processing & confirmation of trades.
• Punch orders for clients on NSE/ BSE terminals.
• Monitor client exposure limits.
• Solving queries of the customers.
• Drive focus on generating new business/client base
• Responsible to ensure all activities are in adherence as per Compliance framework.
• New A/C opening and manage portfolio

REQUIREMENTS

Experience:

• 2-3 years of experience

Qualification:

• Graduation, NISM Series VIII (Equity & Derivatives) NISM Series VA (Mutual Fund Distributor)

Skills:

• Stock Market knowledge is mandatory (Technical Analysis)
• Should possess good communication skills.
• Very strong ownership towards work and task assigned.

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

• The Relationship Manager will be Responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.)
• Maintaining client relationships and generate AUM (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partners.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• Coordinating with customer care & operations team to resolve any issue pertaining to sub-brokers/distributors
• Ensuring business targets from distributers/Sub-brokers are met
• Educating and guiding distributors/ sub-brokers on day to day operations and technology

REQUIREMENTS

Experience:

• Relationship Managers with prior experience working in a Wealth Management/ broking firms.
• Experience of expanding/hiring new distributors/ sub-brokers with speed and scale
• Candidates having good vintage in their present as well as previous companies
• (At least minimum tenure of 5-8 years of stability)

Qualification:

• Graduation/MBA/BBA with at least 65% marks

Skills:

• Selling of products : Mutual Funds, PMS, Structured Products
• Strong analytical skills and ability to work in teams.
• Very strong ownership towards work and task assigned

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

• Should have in-depth knowledge of all process related to different financial asset class
• Should make and update the product process flow chart and make the process seamless and error free
• Should have experience in handling different portals related to investment execution of different financial companies
• Should have handled the BSE Star Platform for MF transaction
• Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
• Preparing and maintain daily transaction reports and MIS
• Coordination with various companies pertaining to any issue related to transaction, client related issues
• Coordinating with various processing house and resolving all query related to transaction
• Multitasking and highspeed error free transaction
• Coordinating with Clients for transaction related/ query resolution related issues
  
  

REQUIREMENTS

Experience:

• 2-4 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations

Qualification:

• Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Skills:

• Humble and soft spoken
• Excellent command over verbal and written English communication.
• Expert in EXCEL and PPT
• High customer orientation
• Willing to stretch as per workload.
• Experience in handling ticketing systems.
• Very strong ownership towards work and task assigned

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

• Should have knowledge of financial planning
• Have to work on various PPT and XL formulas to present certain requirement of clients in specific format
• Innovate new way of presenting data to clients every time
• Product specific planning and monitoring the performance
• Working closely with senior planner and executing day to day planning related activities
• Interacting with client for planning / investment performance related issues
• Financial blog writing for website
• Report pulling and analyzing the reports and raising red flags if observed any issue in the report with senior planner
• Drawing action plan pertaining to reports/ Investment and coordinating with operation team and ensuring successful implementation of the same
• For new clients taking inputs from senior planner and preparing various data cuts as per the communication shared

REQUIREMENTS

Experience:

• 0-2 years of experience

Qualification:

• BSE/ Bcom/MBA/BBA with 70% marks

Skills:

• Strong verbal and written English communication
• Should love to interact with customers.
• Humble and polite in speaking
• Strong in mathematical calculation
• Eye to detailing.
• Data analytical skills along with high concentration
• Ownership skill
• Self motivated

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

• Can work on Tax Reconciliation & good command over Excel.
• Should have working knowledge of Reconciliation of commission /payout from various Financial institutes like MF, Insurance, equity firm, Fixed income etc.
• Sound Knowledge of GST/ IGST/ Tax/ TDS etc.
• Expert in Day to day accounting
• Develop/update quarterly reports (P&L, budget, sales forecast) Distribute monthly performance reports.
• Tally ERP Knowledge
• Should handle all work related to day to day branch Admin

REQUIREMENTS

Experience:

• Must have 3-4 years of experience in handling accounts and admin (Both) of some Insurance/ Mutual fund broking, sub broking firm or wealth advisory firm.

Qualification:

• BSC/ BCom/MBA/BBA

Skills:

• Strong in mathematical calculation
• Eye to detailing.
• Must be able to handle multiple tasks

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

• Should have in-depth knowledge of all process related to different financial asset class
• Should make and update the product process flow chart and make the process seamless and error free
• Should have experience in handling different portals related to investment execution of different financial company
• Should have handled the BSE Star Plat form for MF transaction
• Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
• Preparing and maintain daily transaction reports and MIS
• Coordination with various companies pertaining to any issue related to transaction, client related issues
• Coordinating with various processing house and resolving all query related to transaction
• Multitasking and highspeed error free transaction
• Coordinating with Clients for transaction related/ query resolution related issues

REQUIREMENTS

Experience:

• 0-2 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations

Qualification:

• Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Skills:

• Humble and soft spoken
• Excellent command over verbal and written English communication.
• Expert in EXCEL and PPT
• High customer orientation
• Willing to stretch as per workload.
• Very strong ownership towards work and task assigned

CTC:

• As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now