We are Currently Hiring
AUM Growth Manager
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- 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.
- Any Graduate / MBA
- 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
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.
- 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.
- Responsible for brokerage generation.
- Research and build relationships with clients.
- Identify opportunities for campaigns and distribution channels to increase the business.
- Graduate/Post Graduate
- NISM Certification required
- Minimum 6 months to 1-year experience in Broking.
- Pleasant personality and good communication skills.
- Basic knowledge of finance and financial products.
- Trading
- Bhilai(1), Indore(1), Surat(1), Ahmedabad(1), Ranchi(1), Vijayawada(1), Chennai(1)
Equity Research
- The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks
- 1. The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients.
- 2. The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s):
- a) Create and maintain company operating, earnings forecasts and valuation models;
- b) Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities;
- c) Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations;
- d) Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).
- e) You will be expected to maintain a procedure protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, event, and model validation.
- f) Build relationships with investor relations teams of your portfolio companies. This may involve some travel.
- 3. The analyst will also interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.
- 4. The analyst will ensure to maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the company’s research, building its brand and referring potential new clients
- MBA
- Minimum 3+ years of experience in Institutional Equity Sales/Relationship management with Institutional clients (Mutual Funds, Insurance companies, AIF).
- Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST)
- Proficiency for presenting and debating a point under pressure; Strong power point skills are a must.
Institutional Equity Sales
- Developing new and existing Institutional client relationships.
- Developing new and existing Institutional client relationships.
- Targeting new empanelment by meeting with respective Fund managers and CIOS.
- Review customer portfolios
- Provide information and advice on the purchase and sale of securities based on the institution's stated investment objectives, financial position, resources, and assets available to invest.
- Prepare Sales Notes, generate stock ideas, and convey the same to the institutional clients.
- Identify, convert & develop successful business relationships with Banks, DFIs, Mutual Funds, Insurance Companies, Pension Funds, Hedge Funds & other Institutional Investor segments for Equity sales.
- Liaise between the clients and the Institutional Research and dealing desk.
- Qualification: Graduate / MBA
- 2 to 5 years of experience in retail broking profile.
- Proven customer service, communications, and sales, mathematical, analytical, organizational, and planning skills.
- Ability to communicate effectively over telephone/email.
- Comprehensive knowledge of Indian capital markets, Stocks, and research reports.
- Good understanding of major products in the Broking industry.
- Ability to establish credibility and trust with a variety of Institutional clients.
- Wealth Management
- Mumbai
Relationship Manager
- New client acquisition, building new relationships, and increasing depth in existing relationships with clients.
- New client acquisition, building new relationships, and increasing depth in existing relationships with clients.
- Business development through customer service.
- Responsible for Revenue Generation.
- Open D-mat accounts, Commodity trading accounts.
- Sell distribution products.
- Cross-selling of other products.
- Graduate / MBA with 1-2 years of prior experience in Equity Market and/ or Selling of Distribution Products (MF/Insurance etc)
- Minimum 1-5 Years experience.
- Good communication skills.
- Strong analytical skills.
- Customer orientation.
- Marketing
- Indore(2), Surat(2), Pune(2), Nagpur(2), Nashik(2), Bhilai(2), Chennai(2), Erode(2), Vizag(2)
Research Analyst - Options
- Incumbent should have min experience of 3 years of generating research calls in options and derivative segment for retail and HNIs.
- Incumbent should have min experience of 3 years of generating research calls in options and derivative segment for retail and HNIs.
- Should have an experience of managing clients portfolio and enhancing portfolio mainly options
- Adept at giving strategy calls on weekly Index based options
- Should be able to conduct awareness and educational trainings for RMs and Branch partners on Options
- Relevant certifications as per SEBI
- Media exposure will be preferred
- Incumbent with prior experience on system automation will be given preference
- MBA
- Relevant certifications as per SEBI
- 3+ years of generating research calls in options and derivative segment for retail and HNIs
- Media exposure
- Incumbent with prior experience on system automation
- Mumbai
Wealth Manager
- Identify and cultivate new clients
- Identify and cultivate new clients
- Promotion/Selling of Portfolio Management services, Model portfolio, Insurance, Mutual Funds, HNI products, Debt products- Primary, Secondary bonds, Real Estate.
- Provide financial planning and investment advisory services to clients.
- Research and present investment strategies.
- Manage client relationships.
- Develop and grow a book of business.
- Identify financial process improvement.
- Generate and process paper and electronic documents.
- Post Graduate in business or related field
- 5+ years in Stock Broking
- Knowledge of Portfolio Management services/ Insurance/ Mutual Funds
- Results-oriented mindset
- Exemplary written and verbal communication skills
- Strong interpersonal aptitude
- Ability to maintain confidentiality
- Marketing
- Mumbai(1), Ahmedabad(1),