Role Overview We are seeking a highly skilled and strategic Fund Manager to join our dynamic investment team. In this role, you will be responsible for managing investment portfolios, conducting in-depth market analysis, and implementing investment strategies that align with our clients' financial goals. You will play a crucial role in driving performance and growth while navigating complex market conditions. Job description · Develop and execute investment strategies based on thorough market analysis and the financial objectives of the organization · Manage a portfolio of investments, ensuring optimal balance between risk and return · Conduct regular reviews of financial reports, market conditions, and other data to determine the portfolios performance · Collaborate with analysts, researchers, and other fund management professionals to gather insights and make informed investment decisions · Communicate investment decisions, market insights, and performance metrics to stakeholders and clients · Monitor and evaluate the performance of investment portfolios, making adjustments as necessary to maximize returns · Ensure compliance with regulatory requirements and internal policies · Maintain up-to-date knowledge of market trends, economic factors, and investment management practices · Prepare and present detailed reports on portfolio performance, future prospects, and strategy adjustments as required by management or regulatory bodies · Strong understanding of financial markets, investment strategies, and risk management · Proven track record of managing investments and achieving financial goals · Excellent analytical, decision-making, and problem-solving skills · Strong communication and presentation skills, capable of conveying complex information in an understandable manner Required Qualifications, Capabilities, and Skills · Master’s degree in Finance, Business Administration or a related field · 5+ years of experience in fund management or investment analysis · Proven track record of managing investment portfolios and achieving performance targets · Strong analytical skills and ability to interpret complex financial data · Excellent communication and presentation skills · Professional certifications such as CFA or equivalent preferred · Familiarity with portfolio management software and financial modeling tools Exceptional interpersonal skills to build and maintain client relationships Show more Show less

Role and Responsibilities: · Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. · Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. · Responsible for conceptualizing and executing new account acquisition, new product development, existing product suite management, retail business strategy and related MIS. · Building relationship with retail clients and providing them with regular advice on opportunities in Indian market and various trading strategies. · Keeping up-to-date with the current market trends along with the customer behavior and competitor analysis. · Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch · Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. · Provide regular updates to the immediate superior as and when required · To accomplish targets as required by the Company. · Participate actively in sales planning, execute sales plans, engage with sales teams, and achieve targets in a cost effective way. Qualification: · Bachelor’s and Master’s degree in any field Experience: Above 5 years of experience in Securities Broking Firm/ Stock Trading Firm.  Location : Surat Show more Show less

Roles & Responsibilities · Candidate should have fair understanding of security market products (Equity Cash, Equity Futures and Options & Currency Derivatives) and performing of BOD and EOD activities. Candidate is expected to complete the daily BOD activity before market starts and ensure client positions, margins are set up on timely basis and no client impact. · Thorough understanding of margin requirement for Cash and Derivatives segment i.e. SPAN, Peak/EOD margin, intraday margin etc. · Client set up on trading system, setting up applicable broking rules as per the client segment, updation of margin, margin withdrawal, mapping of restricted security basket to respective category of clients · Regular monitoring illiquid, banned securities from exchanges (BSE/NSE/ MCX) and maintenance of restricted basket for each category of clients present in the RMS. · Should be familiar and hands on experience of monitoring of client position on real time basis, margin call process, margin alert, position square off process · It’s expected to closely working with Broking Ops team and FO for margining process, tracking and follow up with FO for timely settlements and follow escalation matrix as per risk policy · To manage RMS of clients and company in line with allocation of funds and securities · Solve queries relating to margins, etc. · Continuous client limit monitoring · Resolve any client query regarding order, trade, holding, position. · Square -off, if any client reached in 80% & above · Square-off Intraday Position at 3:15 PM · Trade and order backup · Candidate Must Have • Min. Graduate Skills & knowledge:- · Should understand the process of BOD&EOD and limit setting as well as other RMS Processes with the ability to adapt to improving technology. · Fair understanding of regulatory circulars, compliance requirements & regulatory filings of Broking license with Exchanges/SEBI. · Knowledge and relevant experience of capital market (Equity, Derivatives, Commodity, Currency) segment. · Hands on experience to carry out Risk assessment of all the above segments and other products. · Capability to take proactive measures to mitigate risk. · Should take up ways for development and Automation of process improvement as per changing business need. · Self-motivated and logical thinking is required. · Good communication skills and ability to work in a team · Experience : Minimum 3 Years Location: Surat Show more Show less