Career @ Sushil Finance
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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 description1. 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
|