About the Company Ashish Bimawala Pvt. Ltd. is a trusted financial services company offering a wide range of investment and protection solutions — including LIC, Mutual Funds, Health & General Insurance, Loans, and Stock Market Trading. With a strong client base and a focus on integrity and personalized service, we aim to help clients grow and secure their wealth through disciplined financial planning. Job Overview We are looking for a proactive and detail-oriented Equity Dealer to handle trade execution and client coordination for our stock market division. The role involves placing and monitoring client orders, updating clients on market movements, and ensuring smooth and compliant trading operations. Key Responsibilities Execute buy/sell orders on behalf of clients in equity, derivatives, or other market segments. Manage client trading accounts using authorized platforms. Coordinate closely with Relationship Executives to ensure client trades are placed accurately and promptly. Monitor market movements, price trends, and company news; share key updates with clients and team. Maintain proper trade logs and compliance records as per SEBI and exchange norms. Ensure all client orders are executed with consent and within compliance guidelines. Provide post-trade support — contract notes, reports, and reconciliations. Assist clients with margin requirements, fund transfers, and basic account queries. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹40,000.00 per month Experience: Equity Dealer: 3 years (Required) Work Location: In person
About the Company Ashish Bimawala Pvt. Ltd. is a trusted financial services company offering a wide range of investment and protection solutions — including LIC, Mutual Funds, Health & General Insurance, Loans, and Stock Market Trading. With a strong client base and a focus on integrity and personalized service, we aim to help clients grow and secure their wealth through disciplined financial planning. Job Overview We are looking for a proactive and detail-oriented Equity Dealer to handle trade execution and client coordination for our stock market division. The role involves placing and monitoring client orders, updating clients on market movements, and ensuring smooth and compliant trading operations. Key Responsibilities Execute buy/sell orders on behalf of clients in equity, derivatives, or other market segments. Manage client trading accounts using authorized platforms. Coordinate closely with Relationship Executives to ensure client trades are placed accurately and promptly. Monitor market movements, price trends, and company news; share key updates with clients and team. Maintain proper trade logs and compliance records as per SEBI and exchange norms. Ensure all client orders are executed with consent and within compliance guidelines. Provide post-trade support — contract notes, reports, and reconciliations. Assist clients with margin requirements, fund transfers, and basic account queries. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹40,000.00 per month Experience: Equity Dealer: 3 years (Required) Work Location: In person
Customer Relationship Manager Company: Ashish Bimawala IMF Pvt. Ltd. Job Type: Full-time About the Role Ashish Bimawala IMF Pvt. Ltd. is looking for an experienced and motivated Customer Relationship Manager who can drive business growth by promoting financial products, acquiring new clients, and delivering an exceptional customer experience. The ideal candidate should have strong industry knowledge in Mutual Funds, Stock Market products, Life Insurance, and Health Insurance , along with a proven track record in sales and relationship management. Key Responsibilities 1. Client Acquisition & Business Development Identify, approach, and acquire potential clients for financial and insurance products. Promote a wide range of offerings including mutual funds, stock market products, life insurance, and health insurance . Conduct joint calls and follow-ups to convert prospects into long-term clients. 2. Relationship Management Build and maintain strong, trust-based relationships with new and existing clients. Ensure client satisfaction, resolve queries, and support clients in making informed financial decisions. Improve customer retention through consistent engagement and high-quality service. 3. Sales Strategy & Target Achievement Develop and execute effective sales strategies to achieve monthly, quarterly, and annual business targets. Track, analyze, and optimize sales performance across assigned product categories. 4. Reporting & Coordination Maintain accurate records of client interactions, sales activities, and conversions. Prepare regular performance reports for senior management. Coordinate with back-office teams for documentation, compliance, and customer support. Required Skills & Qualifications Minimum 3–4 years of experience in sales or relationship management within a reputed financial services, insurance, or investment organization . In-depth knowledge of: Mutual Funds Stock Market & investment products Life Insurance & Health Insurance Strong communication, negotiation, and interpersonal skills. Proven ability to meet or exceed sales targets. Ability to build long-term client relationships based on trust and service quality. Good understanding of documentation, compliance, and financial advisory practices. Why Join Us? Opportunity to grow with a trusted financial services organization. Performance-based incentives and growth opportunities. Supportive work environment and strong leadership. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Education: Master's (Required) Experience: Customer relationship management: 3 years (Required) Work Location: In person