Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and grow the client base. Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation. Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies. Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights. Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements. Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients. Education: PG/MBA in Finance or related fields. • Certifications: NISM Series 10A & 10B (preferred). • Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory. • Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. • Soft Skills: Strong communication, negotiation, and analytical abilities. • Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks. Employment: Full time, Permanent Gender Preferred: No preference Notice Period: Max 1 month Job Types: Full-time, Internship Pay: ₹800,000.00 - ₹1,000,000.00 per year Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 09594714378
Duties & Responsibilities: Greet and welcome guests as soon as they arrive at the office Direct visitors to the appropriate person and office Answer, screen and forward incoming phone calls Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g., pens, forms and brochures) Provide basic and accurate information in-person and via phone/email Maintain office security by following safety procedures and controlling access via the reception desk. Order front office supplies and keep inventory of stock Update calendars and schedule meetings Keep updated records of office expenses and costs Perform other clerical receptionist duties such as filing, photocopying, transcribing. Qualifications & Skills: Solid written and verbal communication skills. Proven work experience as a Receptionist, Front Office Representative, Admin or similar role. Proficiency in Microsoft Office Suite. Professional attitude and appearance. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Multitasking and time-management skills, with the ability to prioritize tasks. Customer service attitude. Employment: Full time, Permanent Gender Preferred: Female Notice Period: Max 1 month Job Type: Full-time Pay: ₹300,000.00 - ₹360,000.00 per year Schedule: Day shift Work Location: In person
Duties & Responsibilities: Greet and welcome guests as soon as they arrive at the office Direct visitors to the appropriate person and office Answer, screen and forward incoming phone calls Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g., pens, forms and brochures) Provide basic and accurate information in-person and via phone/email Maintain office security by following safety procedures and controlling access via the reception desk. Order front office supplies and keep inventory of stock Update calendars and schedule meetings Keep updated records of office expenses and costs Perform other clerical receptionist duties such as filing, photocopying, transcribing. Qualifications & Skills: Solid written and verbal communication skills. Proven work experience as a Receptionist, Front Office Representative, Admin or similar role. Proficiency in Microsoft Office Suite. Professional attitude and appearance. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Multitasking and time-management skills, with the ability to prioritize tasks. Customer service attitude. Employment: Full time, Permanent Gender Preferred: Female Notice Period: Max 1 month Job Type: Full-time Pay: ₹300,000.00 - ₹360,000.00 per year Schedule: Day shift Work Location: In person
Description: Performing basic admin duties including printing, scanning, sending emails, etc. Assisting and coordinating with the sales team. Maintaining clients KYC. Preparing end to end documents for Share transfers. Preparation of confirmation letters and other documents required and transferring shares to the client. Assisting and supporting, Updating client’s portfolio as per the sales and purchase. Qualifications & Skills: Education: Bachelors in any field Min 1 years of experience in relevant field. • •Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. • •Soft Skills: Strong communication and analytical abilities. Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks. Employment: Full-time, Permanent Gender Preferred: No preference Notice Period: Max 1 month About Ekvity: Ekvity is a leading financial services provider specializing in Pre-IPO & Unlisted Shares, Wealth Management, Insurance Planning, and Mutual Funds. We offer tailor-made solutions to help our clients achieve their strategic financial objectives, ensuring long-term wealth creation through bespoke investment strategies. Job Type: Full-time Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Work Location: In person