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Executive - Account Opening - MumbaiClick To Expand

Location Mumbai
Department Account Opening
No. of Openings 1
Age 22+
Qualifications Graduate
Experience in Years 2 - 3 Years
Scope and Responsibilities
  • Well versed with the rules & regulations of SEBI & Depository  related  to KRA & KYC  of clients.
  • Resolving queries of clients related  to KRA & KYC.
  • Should  be able to communicate  with regulatory  for resolving KRA & KYC related issues
  • Able to verify documents related to  clients registration and  activation of  clients. 
  • Having Knowledge  of UCC across various exchange
  • Having  adequate knowledge of capital market.
Candidate Profile
  • Preference will be given  to candidates having prior broking experience  
  • Good at Communication - English, Hindi, Marathi & Gujarati
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Relationship Manager - Wealth Management (IPO & MF) - MumbaiClick To Expand

Location Mumbai
Department Wealth Management (IPO & MF)
No. of Openings 1
Age 24 - 30
Qualifications Mcom, MCA, Msc Finance, MBA
Experience in Years 1 -2
Scope and Responsibilities
  1. Advising Clients for their investments in third party distribution products like mutual fund, IPO, bonds, FD, Insurance.
  2. Client Visits on pan India basis and conducting engagement activities.
  3. Co-ordination amongst team and support staff for smooth operations.
  4. Being updated with latest developments affecting the industry.  
  5. Participating in Seminar, Meetings for knowledge enhancement and networking.
  6. Making presentations to investors.
  7. Tracking MIS of business. 
Candidate Profile
  1. Strong Verbal and Written Communication Skills.
  2. Strong at Number Crunching.
  3. Presentation Skills.
  4. Client Engagement.
  5. MS Office.  
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Associate RM - Wealth Management (IPO & MF) - MumbaiClick To Expand

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.

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Research Associate - Investment Research Department - MumbaiClick To Expand

Location Mumbai
Department Investment Research Department
No. of Openings 1
Age 22+
Qualifications CA / MBA (Finance) / CFA
Experience in Years 0-1 yr
Scope and Responsibilities

Candidate should  have knowledge / able to perform the following:

  •     Develop In-depth Understanding About The Industry.
  •     Track Macro/micro Economic Data And Analyze The Impact.
  •     Attend Analyst Meets, Annual General Meetings, participate in con-call.
  •     Help Maintaining Sector Coverage and in Compiling Data From Multiple                      Sources. 

Candidate Profile

  •        Better Understanding of Finance (P&L,  BS etc.) 
  •        Good Communication Skills
  •        Basic Knowledge of Excel
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