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  • Executive - Customer Service Desk - Mumbai

      Location Mumbai
      Department Customer Service Desk
      No. of Openings 2
      Age 30
      Qualifications B.Com
      Experience in Years 2
      Scope and Responsibilities
      • Answer calls professionally to provide information about products & services related to stock broking organisation to new and existing customers. 
      • Keep records of customer interactions, recording details of inquiries, complaints & comments, as well as action taken. 
      • Follow up to ensure that appropriate actions were taken on customer's request. 
      • Maintaining MIS & managing escalation process. 
      • Refer unresolved customer grievances or special request to designated department for further action. 
      • Identify & assessing customer's need to achieve customer satisfaction.  
      Candidate Profile
      • Good Knowledge related to broking operation & compliance. 
      • Good Communication Skills. 
      • Ability to listen & quick problem solving skills. 
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  • Equity Dealer - Client Management (Internet Trading) - Mumbai

      Location Mumbai
      Department Client Management (Internet Trading)
      No. of Openings 1
      Age 22 to 30
      Qualifications Only Graduates
      Experience in Years 1 to 3 Yrs
      Scope and Responsibilities ðAn equity trader buys, hold or sells various equity products on stock exchange. These product may include stock, preferred stocks, equity options and futures.

      ðResearch and identify trading strategies and methods.

      ð  Evaluate financial risks and decide on trading based on available data.

      ðKnowledge of computer to access data and generate reports from software(Soham, if possible).  
         
      ðEnsure all trading transactions are legitimate and comply with government laws and policies to avoid  any penalties.

      ðShould be able to sell other financial products Like Mutual Funds, Insurance..etc.  

      Candidate Profile

      Minimum  2 years of Experience in Stock Market.

      NISM Certified(Cash and Derivatives market )

      Preferably from western line…

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  • Assistant Manager - Accounts - Mumbai

      Location Mumbai
      Department Accounts
      No. of Openings 1
      Age 20 to 30
      Qualifications Chartered Accountant
      Experience in Years 2 to 4
      Scope and Responsibilities

      ·    PREPARATION OF BALANCE SHEET ON A MONTHLY/QUARTERLY/HALF-                      YEARLY/YEARLY BASIS, and FINALISATION OF ACCOUNTS

      ·         TO HANDLE MATTERS RELATED TO INCOME TAX / GST/ STAMP DUTY     ASSESSMENT. I.E (DIRECT & INDIRECT TAXES AS APPLICABLE)

      ·        ENSURING THAT ALL STATUTORY PAYMENTS I.E. TDS, GST, STAMP DUTY, ETC.               ARE PAID WITHIN PRESCRIBED TIME SCHEDULE.

      ·         TO CO - ORDINATE WITH INTERNAL / STATUTORY/EXCHANGE AUDITORS.

      ·         SUBMISSION OF REQUIRED DOCUMENTS/DETAILS TO ANY REGULATORY FROM          TIME TO TIME.

      ·         TO MANAGE ADMINISTRATIVE/EXPENSES  PAYMENTS 

      ·         ANY OTHER WORK AS MAY BE DECIDED BY THE HOD/MANAGEMENT.

            ·         ADDRESS QUERIES FROM BUSINESS ASSOCIATES/CLIENTS & INTERNAL STAFF
      Candidate Profile
      • Should be good in Excel.
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  • Executive - Wealth Management (IPO & MF) - Mumbai

      Location Mumbai
      Department Wealth Management (IPO & MF)
      No. of Openings 1
      Age 22 Above
      Qualifications Graduate
      Experience in Years 1 to 3 Yrs
      Scope and Responsibilities

      1.         Downloading transaction, SIPs, AUM & Brokerage files from registrar i.e: Cams, Karvy, Templeton, Sundaram & BNP of Both ARN.

      2.       Uploading all files in the MF software.

      3.       Sending Monthly portfolio to all clients through mail.

      4.       Sending MF Login ID to clients & Sub broker.

      5.       MIS Updation like monthly reports l.e purchase, Redemption, AUM, SIP & Ranking report fundwise & sector wise etc.

      6.       Reconciliation.

      7.       Uploading FD files in Software.

      8.       IPO Bidding & Uploading.

      Candidate Profile


      NISM-Series-V-A: Mutual Fund Distributors Certification

      Very conversant with Excel, such as Pivot Tables, If function, Vlookup Functions.

      Excellent Communication - English, Hindi, Marathi & Gujarati 

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  • Associate RM - Wealth Management (IPO & MF) - Mumbai

      Location Mumbai
      Department Wealth Management (IPO & MF)
      No. of Openings 1
      Age 21 - 28
      Qualifications BCA, MCA, Bsc IT, BE, MBA
      Experience in Years 1 - 2
      Scope and Responsibilities

      1.     Co -ordination with vendors and exchange, third party distributors etc.

      2.     Assisting Team members in handling systems.

      3.     Assisting in preparation of required documents.

      4.     Assisting RM to get data from systems and acts as a support to RM.

      5.     Data Analytic and Management.

      6.     Monitoring of online systems.

      7.     Managing Client Queries.

      8.     Co ordination for specific queries related to MF Portfolio.             

      Candidate Profile
      1. Strong at Number Crunching.
      2. MS Office. 
      3. Good Communication Skills.

      Apply For Job  Refer a Friend




If you don’t see a vacancy currently for the profile that you are looking for, still kindly give us your details & upload your resume. We will get in touch with you as soon as there is a vacancy for your profile.
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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

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