A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level. Position Summary: We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds , and other Wealth Management Products . The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions. Prior experience in the share market or a share broking firm is mandatory. Key Responsibilities: Develop and implement customized financial plans for clients, focusing on equity, fixed income , and alternative investments . Build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates . Provide strategic advice on stock market investments , including large-cap , growth , and undervalued stocks . Stay updated on market trends, perform equity research , and assist clients in making informed investment decisions. Collaborate with research teams and use technical platforms like Symphony XTS for seamless client portfolio management. Identify and understand client needs, risk profiles, and investment goals to develop customized financial strategies. Execute transactions on behalf of clients and ensure smooth trade settlements. Achieve sales targets for equity, mutual funds , and other wealth management products. Educate clients about investment opportunities and ensure transparency in all dealings. Ensure compliance with industry regulations and company policies. Key Requirements: Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is preferred. Proven experience in wealth management or financial advisory roles within a stock broking firm . Strong knowledge of equity markets , investment strategies , and portfolio management . Excellent communication , relationship management , and negotiation skills . Proficiency in financial analysis and trading platforms . Ability to work independently and as part of a team in a fast-paced environment. Show more Show less
About A.C. Agarwal Share Brokers: A.C. Agarwal Share Brokers is a trusted name in the Indian capital markets, with over two decades of expertise. The company is a registered member of leading Indian stock exchanges and depositories including NSE, BSE, MCX, and CDSL. Backed by a strong network of 250+ authorized partners, we are dedicated to enabling financial growth and wealth creation across the country. Role Summary: We’re looking for a talented and detail-oriented UI / UX Designer to join our growing team. You’ll play a key role in shaping seamless user experiences and designing interfaces that align with our business goals and user needs. Key Responsibilities: Work closely with product managers, developers, and other stakeholders to translate business and user requirements into intuitive design solutions. Develop wireframes, interactive prototypes, user flows, and high-fidelity mock-ups for web and mobile platforms. Create clean, user-friendly, and responsive UI designs that enhance usability. Conduct user research, A/B testing, and usability studies to validate and refine design decisions. Ensure consistency with design systems and brand guidelines across all digital products. Communicate design ideas and present solutions to internal teams for feedback and alignment. Qualifications & Skills: 2+ years of experience in UI/UX design Strong command of design tools such as Figma, Adobe XD, Sketch, or equivalent. A solid portfolio showcasing user interface and user experience design work. Familiarity with HTML/CSS is an added advantage. Deep understanding of user-centric design principles and accessibility best practices. Strong organizational skills with the ability to manage multiple projects and meet deadlines. Excellent interpersonal and communication skills, with a collaborative mindset. Job Type: Full-time Benefits: Paid time off Provident Fund Work Location: In person (On Site)
1)Knowledge of CRM systems and proficiency in Excel, Word, Power Point, MIS,Data Management, Marketing 2) Assist sales team with administrative tasks, manage client communication, generate sales support and improve sales processes
As an Indian stock broking company with over 20 years of experience in the capital markets, A.C. Agarwal Share Brokers holds memberships in major stock exchanges and depositories such as NSE, BSE, MCX, and CDSL. With a dedicated team of 250+ authorized partners, our firm is committed to fostering growth and wealth creation at a national level. We are currently looking for a skilled and motivated Wealth Manager who specializes in Equities, Mutual Funds, and other Wealth Management Products. The ideal candidate should have a deep understanding of the share market and a strong commitment to delivering personalized wealth management solutions. Previous experience in the share market or a share broking firm is a prerequisite for this role. Responsibilities: - Develop and execute tailored financial plans for clients, concentrating on equity, fixed income, and alternative investments. - Cultivate and sustain robust client relationships by comprehending their financial requirements and offering regular portfolio updates. - Provide strategic guidance on stock market investments, covering large-cap, growth, and undervalued stocks. - Stay abreast of market trends, conduct equity research, and assist clients in making well-informed investment choices. - Collaborate with research teams and leverage technical platforms like Symphony XTS for seamless client portfolio management. - Identify and grasp client needs, risk profiles, and investment objectives to formulate personalized financial strategies. - Execute transactions on behalf of clients and ensure efficient trade settlements. - Attain sales targets for equity, mutual funds, and other wealth management products. - Educate clients on investment opportunities and uphold transparency in all transactions. - Ensure adherence to industry regulations and company policies. Qualifications: - Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is desirable. - Demonstrated expertise in wealth management or financial advisory roles within a stock broking firm. - Sound knowledge of equity markets, investment strategies, and portfolio management. - Exceptional communication, relationship management, and negotiation abilities. - Proficiency in financial analysis and trading platforms. - Capability to work autonomously and collaboratively in a dynamic environment.,
1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. 2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. 3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products. 4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies. 5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities. 6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations. 7. Collaborate with research and product teams to deliver value-added insights to clients. 8. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities. 9. Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.
1. Collaborate with product managers, developers, and stakeholders to understand user needs and business objectives. 2. Create wireframes, prototypes, user flows, and mockups for websites and applications. 3. Design user interfaces that are visually appealing, user-friendly, and responsive. Conduct user research and usability testing to iterate and improve designs. 4. Maintain and follow design standards and brand guidelines across all platforms. 5. Present design concepts and gather feedback from internal teams.
1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. 2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. 3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products. 4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies. 5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities. 6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations. 7. Collaborate with research and product teams to deliver value-added insights to clients. 8. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities. 9. Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.
1. Market Development: Introduce and promote exchange products, including new memberships, equity, equity derivatives, cash markets, futures & options, interest rate futures, and debt instruments. 2. Client Relationship Management: Build, nurture, and maintain strong relationships with stock broking firms, corporates, and financial institutions to develop mutually beneficial partnerships. 3. SME Engagement: Develop strategic relationships with trade bodies and associations to attract SMEs to our platform. 4. Client Support: Provide comprehensive service and support to members, including registration, onboarding, day-to-day trading assistance, operations, and compliance. 5. Issue Resolution: Address and resolve client issues and complaints related to trading operations, settlements, and compliance efficiently. 6. Seminars & Training: Organize seminars, workshops, and training sessions for members, investors, and dealers to enhance market awareness and product knowledge. 7. Membership Growth: Drive the acquisition of new memberships from banks, financial institutions, brokerage houses, and intermediaries. 8. Cross-Selling: Identify opportunities to cross-sell financial products such as mutual funds, SIPs, PMS, and other investment solutions to clients.
Job Title: B2B Executive Job Responsibilities: 1. Manage AP (Authorized Person) registration, modification, and cancellation process on stock exchanges. 2. Create and manage Remisiers. 3. Conduct onboarding training for new APs and Remisiers. 4. Provide service and support to partners and associates. 5. Handle and resolve day-to-day queries promptly and efficiently. Requirements: 1. Graduate in any discipline (Finance/Commerce preferred) 2. Good communication and interpersonal skills 3. Basic understanding of stock markets and financial products 4. Ability to handle multiple tasks and coordinate with different stakeholders 5. Proficiency in MS Office Benefits: 1. Competitive salary and performance incentives 2. Training and career growth opportunities 3. Supportive work environment Work Location: Vadodara (On-site) Interested candidates can send their resume to hr@acagarwal.com
Job Title: B2B Executive A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level. Job Responsibilities: 1. Manage AP (Authorized Person) registration, modification, and cancellation process on stock exchanges. 2. Create and manage Remisiers. 3. Conduct onboarding training for new APs and Remisiers. 4. Provide service and support to partners and associates. 5. Handle and resolve day-to-day queries promptly and efficiently. Requirements: 1. Graduate in any discipline (Finance/Commerce preferred) 2. Good communication and interpersonal skills 3. Basic understanding of stock markets and financial products 4. Ability to handle multiple tasks and coordinate with different stakeholders 5. Proficiency in MS Office
Are you an experienced ODIN dealer looking for a new opportunity in a dynamic and fast-paced environment? Were looking for a skilled professional with 3-4 years of experience in ODIN trading operations. If you have a solid understanding of equity, F&O, and RMS, and can handle order execution and client coordination with speed and accuracy we want to hear from you! Key Requirements: 3-4 years hands-on experience with ODIN Strong understanding of stock markets (Equity & Derivatives) Ability to handle order punching, trade execution, and risk management Quick learner and team player Interested candidates can send their resume to hr@acagarwal.com
Key Responsibilities: 1 Process new insurance Quotations, renewals, customer services, and policy changes. 2 Review and enter data into systems accurately and quickly. 3 Support claims processing by collecting and verifying documents. 4 Communicate with internal teams (like sales, underwriting, and customer service) to resolve issues. 5 Ensure compliance with company policies and insurance regulations. 6 Help improve internal workflows and suggest ideas for more efficient processes. 7 Generate reports and summaries as needed. 8 Conduct fact finding to generate and follow up on insurance quotations and endorsements. 9 Deliver excellent service to all customers. 10 Handle customers' queries and feedback. 11 Process insurance applications, renewal, cancellation and payment. 12 Provide various premium collection reports for commission payout purpose. What Were Looking For: 1 Experience in insurance (life, health, property, or general) or a similar back-office operations role is a plus. 2 Strong attention to detail accuracy matters a lot in this job. 3 Good communication skills youll work with different teams. 4 Comfortable with spreadsheets and basic software tools (Excel, Word, CRM or insurance platforms). 5 Able to multi-task and manage time well under deadlines. 6 A problem-solver who takes initiative and works independently when needed. Nice to Have: 1 Knowledge of insurance terms, products, and processes 2 Familiarity with regulatory requirements in insurance 3 Prior experience in a General Insurance/ Life insurance/ Health Insurance.
We are seeking an IT Engineer to ensure the seamless operation and security of our IT infrastructure. The ideal candidate will have experience with Greek, Symphony, and ODIN platforms, and a strong background in system administration, cybersecurity, and IT infrastructure management. Key Responsibilities: 1 Maintain system uptime and optimize IT infrastructure (servers, storage, network devices). 2 Provide software and hardware support, troubleshooting issues for staff. 3 Implement network security measures and data protection protocols. 4 Ensure compliance with regulations (e.g., SEBI, GDPR). Manage disaster recovery and backup processes. 5 Oversee user access control to sensitive data. 6 Provide IT support and training to staff. 7 Lead and manage IT projects, ensuring timely delivery and budget adherence. Required Experience: 1 Hands-on experience with Greek, Symphony, and ODIN. 2 Strong background in IT infrastructure, security, and system administration. 3 Knowledge of compliance regulations (e.g., SEBI, GDPR). IT project management experience. Qualifications: 1 Bachelors degree in IT or related field (preferred). 2 3-5 years of experience in IT system administration. 3 Relevant certifications (e.g., CompTIA, MCSE) are a plus.
Key Responsibilities: Assist in preparing and filing corporate governance and regulatory documents with regulatory bodies like SEBI, BSE, NSE, etc. Prepare and maintain statutory registers, records, and other legal documents as per the Companies Act, 2013. Draft and review legal documents including minutes of meetings, resolutions, notices, and agendas. Support in ensuring timely compliance with various corporate laws, including SEBI regulations. Assist with the preparation of reports for the Board of Directors and shareholder meetings. Coordinate with external agencies, including legal consultants, auditors, and government bodies. Conduct research on corporate laws and regulations relevant to the broking industry. Support in drafting and reviewing contracts, agreements, and other corporate documents. Assist in ensuring compliance with the stock exchange regulations and other applicable statutory requirements. Provide administrative support for the company's compliance activities. Skills and Qualifications: Currently pursuing or completed Company Secretary (CS) course from ICSI. Basic knowledge of corporate laws, SEBI regulations, and stock exchange compliance. Proficiency in MS Office (Word, Excel, PowerPoint). Strong communication, analytical, and interpersonal skills. Ability to work independently and as part of a team. Detail-oriented with a keen interest in learning about the financial and broking sectors. Ability to handle confidential information with integrity and discretion.
About A.C. Agarwal Share Brokers: A.C. Agarwal Share Brokers is a trusted name in the Indian capital markets, with over two decades of expertise. The company is a registered member of leading Indian stock exchanges and depositories including NSE, BSE, MCX, and CDSL. Backed by a strong network of 250+ authorized partners, we are dedicated to enabling financial growth and wealth creation across the country. Role Overview We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds , and other Wealth Management Products . The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions. Key Responsibilities Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations. Collaborate with research and product teams to deliver value-added insights to clients. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities. Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections Qualifications & Skills MBA in Marketing/Finance (preferred). 2–7 years of relevant experience, preferably from Banks, NBFCs, or leading Broking/Wealth Management firms . Strong knowledge of equity, mutual funds, insurance, and other investment products. Excellent communication, presentation, and relationship management skills. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Why Join Us? Opportunity to work with one of the leading stock broking firms with a strong market presence. Performance-driven growth opportunities and incentive structures. Exposure to a wide range of financial products and client segments. Job Type: Full-time Benefits: Paid time off Provident Fund Work Location: In person (On Site)
Key Responsibilities: Conduct KYC verification for new and existing clients as per SEBI, Exchange, and internal compliance requirements. Perform Account Opening Form verification to ensure completeness and accuracy of client details. Handle Account Opening procedures for trading and demat accounts. Verify and upload client details through CVL KRA and CKYC platforms. Review and validate client documents such as PAN, Aadhaar, address proof, and bank details. Ensure all client data is accurate, complete, and updated in the system. Conduct periodic KYC reviews and ensure timely updates. Escalate discrepancies, incomplete documentation, or suspicious accounts to the Compliance Manager. Coordinate with Sales, Operations, and Compliance teams for smooth client onboarding. Maintain proper documentation and audit-ready records. Stay updated with SEBI, NSE/BSE, and AML/KYC regulations. Qualifications & Skills : Bachelors degree in Commerce, Finance, Business Administration, or a related field. 1-3 years of experience in KYC, client onboarding, or compliance (preferably in a broking or financial services firm). Knowledge of SEBI and Exchange KYC norms. Strong attention to detail and accuracy. Proficiency in MS Excel and documentation management. Good communication and coordination skills. Key Attributes : Integrity and confidentiality in handling client data. Strong analytical and problem-solving ability. Ability to work independently and meet deadlines.
Job Summary: Were looking for a Product Manager who can take ownership of our product lifecycle end-to-end from identifying customer needs to ensuring adoption after rollout. This role is not just about building features. Its about delivering business outcomes. Responsibilities Product Strategy & Discovery Understand customer problems deeply through research, interviews & dataPrioritise features based on business impact and user value Define product roadmap aligned with company goalsExecution & Delivery Create detailed product requirements (PRDs), wireframes, acceptance criteria Work closely with engineering/design to ensure timely, high-quality deliveryManage sprint planning & releases; remove blockers proactivelyImplementation & Adoption (Very Important) Build rollout plans, training docs, product demos for clients & internal teamsTrack adoption metrics post-launch: usage, engagement, feedback Conduct regular product performance reviews & drive improvements Cross-Functional Collaboration Align Sales, Support, Operations & Compliance teams for product successEnable Sales with positioning, demos & documentation Product Success Measurement Define success KPIs: revenue uplift, retention, NPS, adoption rates Make data-driven decisions & iterate continuously Required Skills & Experience 4+ years of product management experience in SaaS, fintech, or software productExcellent communication & stakeholder managementStrong problem-solving using data + customer insightsExperience in product adoption & customer success initiativesFamiliarity with agile tools (JIRA, Trello, Figma etc )Comfortable working with engineering teams and business teams Good to Have Experience in broking / capital markets / wealth techUnderstanding of regulatory & compliance needs in BFSIUI/UX awareness ability to think through user journeysStrong analytical tools knowledge (Mixpanel, GA, SQL basics etc ) What Youll Get Ownership of high-impact products used by financial market customersFast-growth environment with autonomy to experiment & buildBonus tied directly to product success outcomes Opportunity to scale into Senior PM / Product Lead as we grow
Job Title: Product Manager A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level. Location: Vadodara/ Jaipur Experience: 3-5 yearsCTC Range: 7-9 lakhs + performance bonus Job Summary: We’re looking for a Product Manager who can take ownership of our product lifecycle end-to-end — from identifying customer needs to ensuring adoption after rollout. This role is not just about building features. It’s about delivering business outcomes. Responsibilities Product Strategy & Discovery • Understand customer problems deeply through research, interviews & data • Prioritise features based on business impact and user value • Define product roadmap aligned with company goals Execution & Delivery • Create detailed product requirements (PRDs), wireframes, acceptance criteria • Work closely with engineering/design to ensure timely, high-quality delivery • Manage sprint planning & releases; remove blockers proactively Implementation & Adoption (Very Important) • Build rollout plans, training docs, product demos for clients & internal teams • Track adoption metrics post-launch: usage, engagement, feedback • Conduct regular product performance reviews & drive improvements Cross-Functional Collaboration • Align Sales, Support, Operations & Compliance teams for product success • Enable Sales with positioning, demos & documentation Product Success Measurement • Define success KPIs: revenue uplift, retention, NPS, adoption rates • Make data-driven decisions & iterate continuously Required Skills & Experience • 4+ years of product management experience in SaaS, fintech, or software product • Excellent communication & stakeholder management • Strong problem-solving using data + customer insights • Experience in product adoption & customer success initiatives • Familiarity with agile tools (JIRA, Trello, Figma etc.) • Comfortable working with engineering teams and business teams Good to Have • Experience in broking / capital markets / wealth tech • Understanding of regulatory & compliance needs in BFSI • UI/UX awareness — ability to think through user journeys • Strong analytical tools knowledge (Mixpanel, GA, SQL basics etc.) What You’ll Get • Ownership of high-impact products used by financial market customers • Fast-growth environment with autonomy to experiment & build • Bonus tied directly to product success outcomes • Opportunity to scale into Senior PM / Product Lead as we grow
You are a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. Your role involves developing and implementing customized financial plans for clients, focusing on equity, fixed income, and alternative investments. You will build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates. Providing strategic advice on stock market investments, including large-cap, growth, and undervalued stocks, is also part of your responsibilities. Additionally, staying updated on market trends, performing equity research, and assisting clients in making informed investment decisions are crucial tasks. You will collaborate with research teams and utilize technical platforms like Symphony XTS for seamless client portfolio management. Identifying and understanding client needs, risk profiles, and investment goals to develop customized financial strategies is essential. Executing transactions on behalf of clients, ensuring smooth trade settlements, and achieving sales targets for equity, mutual funds, and other wealth management products are key objectives. Educating clients about investment opportunities and ensuring transparency in all dealings are also part of your responsibilities. Moreover, ensuring compliance with industry regulations and company policies is vital. Qualifications: - Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is preferred. - Proven experience in wealth management or financial advisory roles within a stock broking firm. - Strong knowledge of equity markets, investment strategies, and portfolio management. - Excellent communication, relationship management, and negotiation skills. - Proficiency in financial analysis and trading platforms. - Ability to work independently and as part of a team in a fast-paced environment.,