CAREER

RECENT POSTED JOBS

NOTE: Only female candidates from in and around Navi Mumbai should apply

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JOB RESPONSIBILITIES

  • Analyze clients’ financial status (e.g., income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g., insurance plans, investments)
  • Develop sound financial plan and budgets for clients according to their changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Periodic review with client reports as per the set plan Vs bridging the gap if any with counter action plan.
  • Portfolio rebalancing

 

REQUIREMENTS

Experience:

  • 2-4 years as financial planner in wealth advisory firm


Qualification:

  • BSc/B.com in accounting, finance, business administration or relevant field; professional certification (e.g., CFP) is must.
  • Valid FINRA license series 7 & 66


Skills:

  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
    Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills


CTC:

  • As per company standards


Only female candidates from in and around Navi-Mumbai can apply.


Apply Now

JOB RESPONSIBILITIES

  • Studying and analysing the condition of the market and conducting detailed research on the financial, social, and economic data and information
  • Buying and selling the shares and securities by utilising short term trading models which are automated
  • Recommending ideas and suggestions in order to improve the present algorithms or help in the creation of new ones
  • Designing potential strategies related to trading and determining a course of action that needs to be taken
  • Evaluating the risk involved and making appropriate decisions and preparing the relevant reports
  • Constantly monitoring and reviewing the transactions to verify the accuracy and ensuring that they are in conformance with the rules and regulations of the governing organisations.

 

REQUIREMENTS

Experience:

  • 2-4 years as financial planner in wealth advisory firm


Qualification:

  • Graduation/MBA/BBA with at least 65% marks

Skills:

  • You have good interpersonal and communication skills and are adept at working with multiple stakeholders to drive desired outcomes.
  • You have strong analytical skills and are comfortable dealing with numerical data.
  • You are a strong networker & relationship builder.
  • You are highly goal-driven and work well in fast-paced environment.

CTC:

  • As per company standards

 

Only female candidates from in and around Navi-Mumbai can apply.

 

Apply Now

JOB RESPONSIBILITIES

  • Execute the orders on behalf of clients.
  • Confirmation of trade done by EOD.
  • Ensure the volume of trade is higher & clients trade frequently.
  • Promoting research calls to increase volume & frequency.
  • Daily processing & confirmation of trades.
  • Punch orders for clients on NSE/ BSE terminals.
  • Monitor client exposure limits.
  • Solving queries of the customers.
  • Drive focus on generating new business/client base
  • Responsible to ensure all activities are in adherence as per Compliance framework.
  • New A/C opening and manage portfolio

REQUIREMENTS

Experience:

  • 2-3 years of experience


Qualification:

  • Graduation, NISM Series VIII (Equity & Derivatives) NISM Series VA (Mutual Fund Distributor)

Skills:

  • Stock Market knowledge is mandatory.
  • Should possess good communication skills.
  • Very strong ownership towards work and task assigned.

CTC:

  • As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

  • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generate AUM (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred clients.
  • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.


REQUIREMENTS


Experience:

  • Relationship Managers with prior experience working in a Wealth Management set up.
  • Experience of advising clients across asset classes
  • Candidates having good vintage in their present as well as previous companies
  • (At least minimum tenure of 3-4 years of stability)



Qualification:

  • Graduation/MBA/BBA with at least 65% marks


Skills:

  • Selling of products : Mutual Funds, PMS, Structured Products
  • Strong analytical skills and ability to work in teams.
  • Very strong ownership towards work and task assigned

 

Only female candidates from in and around Navi-Mumbai can apply.


Apply Now

JOB RESPONSIBILITIES

The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

  • Should have in-depth knowledge of all process related to different financial asset class
  • Should make and update the product process flow chart and make the process seamless and error free
  • Should have experience in handling different portals related to investment execution of different financial company
  • Should have handled the BSE Star Plat form for MF transaction
  • Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
  • Preparing and maintain daily transaction reports and MIS
  • Coordination with various companies pertaining to any issue related to transaction, client related issues
  • Coordinating with various processing house and resolving all query related to transaction
  • Multitasking and highspeed error free transaction
  • Coordinating with Clients for transaction related/ query resolution related issues


REQUIREMENTS

Experience:

  • 2-4 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations

Qualification:

  • Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Skills:

  • Humble and soft spoken
  • Excellent command over verbal and written English communication.
  • Expert in EXCEL and PPT
  • High customer orientation
  • Willing to stretch as per workload.
  • Very strong ownership towards work and task assigned

CTC:

  • As per company standards

 

Only female candidates from in and around Navi-Mumbai can apply.

 

Apply Now

JOB RESPONSIBILITIES

  • Should have knowledge of financial planning
  • Have to work on various PPT and XL formulas to present certain requirement of clients in specific format
  • Innovate new way of presenting data to clients every time
  • Product specific planning and monitoring the performance
  • Working closely with senior planner and executing day to day planning related activities
  • Interacting with client for planning / investment performance related issues
  • Financial blog writing for website
  • Report pulling and analyzing the reports and raising red flags if observed any issue in the report with senior planner
  • Drawing action plan pertaining to reports/ Investment and coordinating with operation team and ensuring successful implementation of the same
  • For new clients taking inputs from senior planner and preparing various data cuts as per the communication shared


REQUIREMENTS

Experience:

  • 0-2 years of experience

Qualification:

  • BSE/ Bcom/MBA/BBA with 70% marks

Skills:

  • Strong verbal and written English communication
  • Should love to interact with customers.
  • Humble and polite in speaking
  • Strong in mathematical calculation
  • Eye to detailing.
  • Data analytical skills along with high concentration
  • Ownership skill

CTC:

  • As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now

JOB RESPONSIBILITIES

  • Can work on Tax Reconciliation & good command over Excel.
  • Should have working knowledge of Reconciliation of commission /payout from various Financial institutes like MF, Insurance, equity firm, Fixed income etc.
  • Sound Knowledge of GST/ IGST/ Tax/ TDS etc.
  • Expert in Day to day accounting
  • Develop/update quarterly reports (P&L, budget, sales forecast) Distribute monthly performance reports.
  • Tally ERP Knowledge
  • Should handle all work related to day to day branch Admin

 

REQUIREMENTS

Experience:

  • Must have 3-4 years of experience in handling accounts and admin (Both) of some Insurance/ Mutual fund broking, sub broking firm or wealth advisory firm.

 

Qualification:

  • BSC/ BCom/MBA/BBA

 

Skills:

  • Strong in mathematical calculation
  • Eye to detailing.
  • Must be able to handle multiple tasks

 

CTC:

  • As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

 

Apply Now

JOB RESPONSIBILITIES

The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

  • Should have in-depth knowledge of all process related to different financial asset class
  • Should make and update the product process flow chart and make the process seamless and error free
  • Should have experience in handling different portals related to investment execution of different financial company
  • Should have handled the BSE Star Plat form for MF transaction
  • Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
  • Preparing and maintain daily transaction reports and MIS
  • Coordination with various companies pertaining to any issue related to transaction, client related issues
  • Coordinating with various processing house and resolving all query related to transaction
  • Multitasking and highspeed error free transaction
  • Coordinating with Clients for transaction related/ query resolution related issues


REQUIREMENTS

Experience:

  • 0-2 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations

Qualification:

  • Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Skills:

  • Humble and soft spoken
  • Excellent command over verbal and written English communication.
  • Expert in EXCEL and PPT
  • High customer orientation
  • Willing to stretch as per workload.
  • Very strong ownership towards work and task assigned

CTC:

  • As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Apply Now