47 Job openings found

Job Description:The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result oriented security market professional with the following credentials:Job Role:The Fund Manager will be responsible for decisions related to administration/management of securities/funds ...

  Job Title: Manager – Investment BankingLocation: New Delhi (Okhla Phase II)Experience: 1–2 yearsQualification: Chartered Accountant (CA) Role Overview:We are seeking a highly motivated and detail-oriented Chartered Accountant with 1–2 years of relevant experience in investment banking to join our team as Manager – Investment Banking. The ideal candidate will play a ...

Position:Graphic Designer & Web Developer Experience: 3 years in HTML coding and print design About Us: With over 31 years of trust and industry expertise, is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. They are also registered as a depository participant ...

Job Title: Research Analyst – Mutual FundsLocation: AhmedabadDepartment: Wealth ManagementReports To: Senior Vice President Job Summary:We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes (equity, debt, hybrid), evaluating ...

Role Overview: Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.   Key Responsibilities Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...

Job Title: Sales Executive – Trading & Demate Account Opening **Location: Nariman Point, Mumbai **Employment Type:** Full-time **Experience:** 1-3 years in Financial Sales/Broking/Investment Banking   Key Responsibilities: * Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. * Digital Onboarding: Facilitate digital onboarding of clients for Demat Accounts. * Market Research: Stay ...

Description:   Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Key Responsibilities:● Periodic Regulatory Reporting & Tracking:○ Manage and ensure timely and accurate periodic reporting as a SEBI registered Stock Brokerand Depository Participant to regulating authorities including SEBI, CDSL, NSDL, NSE, BSE,and ICCL.○ Oversee periodic reporting as a PFRDA registered Point of Presence for NPS to the PFRDA.○ Proactively track ...

JD Manager – Compliance:   CS/LLB 12+ years of experience in stock broking operations only. Excellent organizational skills, including time management, record keeping, self- scheduling, and follow-up. Expertise to draft clear and professional correspondence and other documents of a legal, compliance and business nature. Flexible and ability to prioritize tasks and manage multiple tasks within ...