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.