Explore Career Opportunities with Sushil Finance
Careers at Sushil

Current Openings

Associate / Senior Associate - Wealth Management (IPO & MF) - Mumbai

Location Mumbai
Department Wealth Management (IPO & MF)
No. of Openings 1
Age 21+
Qualifications Graduate
Experience in Years 0-3
Scope and Responsibilities

  • Making Financial Plans for customers, understanding the goals, and preparing suitable customized investment plans.
  • Making Presentations for Financial Products like Mutual Funds, Bonds, Index Funds Etc.
  • MIS of the business monitoring and tracking.
  • Innovate to create user-friendly investment products and conceptualize new offerings and investment solutions.
  • Solve and handle investment queries, registration of SIPs, and making lumpsum investments.
  • Financial investment advice is provided, and new business is generated.
  • Preferred NISM - V A certificate.
Job/ Technical Competencies:
  • Proficiency in MS - Excel
  • PowerPoint presentations
  • Google Sheets
  • Excellent Communication Skills 
Candidate Profile
  • High Confidence in Communication
  • Good Presentation Skills
  • Ability to explain financial concepts
  • Good Listening skills
  • Good sales and negotiation skills
  • Certification in Finance Domain

Senior Executive - Depository - Mumbai

Location Mumbai
Department Depository
No. of Openings 1
Age 25-30 years
Qualifications Graduate
Experience in Years 4-6
Scope and Responsibilities
1. Verification of KYC documents for Individual / Non-Individual  as per regulatory requirements and account opening forms inward in the back  office and opening of account in CDSL.
2. Resolving of concurrent auditors, internal  and  external auditors queries of DP account opening on daily basis.
3. Mapping of POA of all holders, DP Schemes, etc. in new account.
4. Adequate knowledge of KRA and CKYC& handling queries related to Account opening & KRA/CKYC.
5. Maintaining public relations with CVL & other KRA’s.
6. Verification of modification form and modifying details in Demat account
7. MIS reports

Job Competencies 
Excellent communication skills
Domain knowledge pertaining to demat account opening 
Well versed with KRA-CKYC process
Maintaining public relations with CVL and other KRA agencies

Technical Competencies:

Well versed in MS Office (especially MS Excel)

Candidate Profile

- Excellent Communication Skills
- Quick Learner
- Teamwork
- Customer Oriented
- Attention to detail
-Focussed approach

Senior Executive - Risk Management - Mumbai

Location Mumbai
Department Risk Management
No. of Openings 1
Age 24-30
Qualifications Any Graduate
Experience in Years 3 to 5 Years
Scope and Responsibilities
  • Clientwise Fund allocation
  • Risk Management activities like limit updation, margin reporting 
  • PMLA related activities like updation in application, analysis of alert generated
  • Risk monitoring in Protector application
  • Preparing various MIS reports 

Job Competencies:

  • Familiar with latest regulations pertaining to Risk Management as issued by regulators
  • Familiar with latest guidelines issued by FIU pertaining to Anti Money Laundering and usage of Trackwizz application thereof for alert generation and analysis

Technical Competencies:

  • MS Office / MS Excel/ PPT

Candidate Profile
Strong knowledge of RMS guidelines
Hands on experience with ODIN application 
Hands on experience with Trackwizz application for PMLA 
Excellent oral and written communication besides interpersonal skills
Proactive approach with meticulous attention to detail
Ability to work independently and collaboratively in a fast-paced environment
Willing to work in second shift 12.00-9.00 pm 

Relationship Manager - Client Management Team - Mumbai

Location Mumbai
Department Client Management Team
No. of Openings 1
Age 23 to 26
Qualifications Graduate
Experience in Years Min - 2 yr
Scope and Responsibilities

Job description

1. Client acquisition through leads assigned and referral leads
2. Providing training to newly introduced clients for our online trading platform and bouquet of        services
3. Engaging with existing clients (active & dormant) and promote our services

Job Competencies

  • Willing to make cold calls
  • Flair for relationship management and sales
  • Strong written and oral communication
Technical Competencies
  • MS Office
  • Familiar to online trading apps
  • Knowledge of products offered in capital market
  • Knowledge of account opening and related KRA/KYC process

Candidate Profile
  • Ability to multi task
  • Punctual 
  • Confident personality
  • Pleasant voice in conversing with potential leads and great listening skills as well
  • Responsive to task and activities assigned

Employee Testimonial

  • I have been associated with Sushil Finance since 2000. Sushil Finance is an organization with a heart. Built on strong ethics and unshakeable principles, all our decisions and actions place Employee & Client Interests above everything else. With an open door policy in place, our employees have quick and easy access to our Management at all times. Our organizational policies are employee centric and aimed at providing a conducive atmosphere that is less corporatized and more like a caring, close-knit family. The camaraderie and bonding among SUSHILITES is simply unique in itself.

    For the go-getters there are plenty of opportunities to Learn & Grow in our Organization. Employee or Client, whoever enters SUSHIL, stays with SUSHIL. Even after putting in 17 years at work, I still feel as energetic and refreshed coming to work, as if it were just Yesterday…

    Amol Joshi,
    Vice President – PCG
  • In the last 10 years that I have been a part of SUSHIL FINANCE, I have been surrounded by helpful, ever smiling, genuine and upbeat people. I could almost always sense an aura of positivity cutting across all levels in our organization. At SUSHIL FINANCE, not only do I feel valued everyday as an employee, I am constantly inspired by my peers as well my seniors to always aim high. Approachable seniors, a healthy & friendly work environment, lots of training opportunities and plenty of celebrations make SUSHIL one of the best places to work.Our Management’s EMPLOYEE FIRST approach helps develop a sense of deep commitment and loyalty towards our organization. I am proud to be a part of this exceptional organization.

    Lavina Thomas,
    Assistant Manager - Accounts
  • 11 Years... the journey with SUSHIL FINANCE has been incredible

    A Family like work environment without compromising on professionalism; A strong learning culture that produces winners; SUSHIL is special in more ways than one. I express my sincere gratitude to our esteemed organization for having given me the opportunity to serve our channel partners and clients all these years, and am looking forward to many more such fruitful years.

    Sujata Chikne
  • My journey with SUSHIL started in the year 1986 as a cashier in our Accounts Department. I had, over a period of time, developed a keen interest in the stock markets. Our management had taken note of this, and within the next two years, I was provided with an opportunity to move to back office operations. From then on, there was no looking back. With several challenges and opportunities coming my way in the years ahead, and with the Management placing complete trust in my abilities, I made gradual transitions to several critical leadership roles within dealing, franchisee relationship management and Institutional Sales & Dealing. The freedom to work & the willingness to take responsibilities, along with unconditional support from all my colleagues and our Management, brought out the best in me.

    With more than three decades of quality work experience and a treasure of learnings already under my belt, this journey continues with several new milestones to be achieved.

    Devang Shah,
    Vice President – Institutional Sales
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Registered Office : Sushil Financial Services Private Limited., 12, Homji Street Fort Mumbai-400 001 • Tel. No. +91-22-40936000 • Fax No. +91-22-22665758 • Email: info@sushilfinance.com

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.

Sushil Financial Services Private Limited - CIN No. U67120MH1991PTC063438- Member : BSE/ NSE. SEBI Registration No. - INZ000165135.. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. Distributor of Mutual funds and IPO - ARN No.77875.

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