Company Description Fincare Services, based in Mumbai, India, provides comprehensive investment and insurance services tailored to clients' needs. Offering a wide range of services, from life insurance and health insurance to mutual funds, bonds, and share broking, Fincare Services is a one-stop solution. The company also provides individual tax advisory and planning services with the help of qualified Chartered Accountants, ensuring optimal tax management for clients. Role Description This is a full-time, on-site role for an Equity Dealer/Bolt Operator located in Mumbai. The responsibilities include executing trades on the stock market, managing equity portfolios, and monitoring market trends. The candidate will engage with clients, provide investment recommendations, and ensure compliance with trading regulations. The role also involves staying updated with financial news and contributing to the firm's investment strategies. Qualifications Proficiency in Stock Market and Trading Strong knowledge of Equities and Investments Finance-related skills and understanding of market trends Excellent analytical and decision-making abilities Strong communication and interpersonal skills Ability to work in a fast-paced environment Bachelor's degree in Finance, Economics, or a related field Relevant certifications (e.g., NISM Series VIII) are a plus
Role Overview: As an Equity Dealer/Bolt Operator at Fincare Services in Mumbai, you will be responsible for executing trades on the stock market, managing equity portfolios, and staying updated with market trends. Your role will involve engaging with clients, providing investment recommendations, and ensuring compliance with trading regulations. Additionally, you will contribute to the firm's investment strategies by analyzing financial news and market data. Key Responsibilities: - Execute trades on the stock market - Manage equity portfolios - Monitor market trends - Engage with clients and provide investment recommendations - Ensure compliance with trading regulations - Contribute to the firm's investment strategies by analyzing financial news and market data Qualifications: - Minimum 1 year experience as a bolt operator/equity dealer with another broker - Strong knowledge of equities and investments - Finance-related skills and understanding of market trends - Excellent analytical and decision-making abilities - Strong communication and interpersonal skills - Ability to work in a fast-paced environment - Bachelor's degree in Finance, Economics, or a related field - Relevant certifications (e.g., NISM Series VIII) are a plus,
Job Title: Sales and Business Development Manager - Wealth Management About the Role: We're looking for a sales rockstar to join our wealth management team! If you're passionate about personal finance and love building relationships, this could be the perfect fit. What You'll Do: - Grow our client base and build strong relationships with them - Offer tailored financial solutions, including Mutual Funds, PMS, AIF, Stocks, and Insurance - Stay on top of market trends and regulatory changes - Meet clients, give presentations, and show them how we can help achieve their financial goals - Hit sales targets and contribute to business growth What We're Looking For: - Postgraduate degree in a relevant field (MBA Finance or similar) - At least 3 years of experience in a client-facing role in wealth management, broking, or banking - Fluent in English - Solid understanding of financial markets, products, and tax implications - Experience with financial products like Mutual Funds, PMS, AIF, Stocks, and Insurance - Great communication and relationship-building skills Perks: - Competitive salary and incentives - Opportunity to work with a top financial services company - Professional growth and development in a dynamic industry If you're a motivated sales professional who loves finance and building relationships, let's chat!
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