JD for RISK Job description · Monitoring Rejections, analysis and Giving Exposure · Monitoring & Maintaining Margins at Exchange Levels. · Understanding of recent changes on SPAN Margin, Exposure margin and peak margin by SEBI · All processes relating to Margin Collection & reporting. · Monitor 50% Cash Vs. Collateral ratio & set limit accordingly · Liquidation of Position for MTM Loss, Margin Shortfall, Long time debits. · Operational Risk Management related to Margin Funding and reporting · Managing Data for SEBI Audit, Exchange audit, Internal Audit. · Prepare various types of MIS Reports, Limit setting, Ageing report, Margin shortfall report, Scrip wise limit setting etc. · Creation of all Exchanges CTCL Id’s, NEAT Id’s at Exchange Level & Various Trading Platforms. · Update on the new Circulars, Rules and Regulations, implementation on that · To mitigate market volatility by tightening margin requirement according to market conditions · Development and automation of prudent risk system. · Communication with client and Branches, sub-broker etc. about training, resolving queries and guiding on it. · Fulfillment of Regulatory aspects of NISM certifications for CTCL allotment and its updating with the exchanges and replacement on expiry · Updating on various exchange and back office portal · Proper Co-ordination between inter department and Dealers Skills required: · Candidate should have updated and sound knowledge of RISK Monitoring · Excellent verbal & interpersonal communication skills · Optimistic attitude and right approach towards problem solving · Should have knowledge of operating Basic software (Ms Office esp. Excel ,) · Sufficient knowledge of Equity Risk Management Experience: More than 2 years’ of experience in RISK Job Type: Full-time Pay: ₹400,000.00 - ₹600,000.00 per year Benefits: Health insurance Schedule: Monday to Friday Ability to commute/relocate: Colaba, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Work Location: In person
Key Responsibilities: Generate and process client invoices in a timely and accurate manner Maintain records of all billing activities, adjustments, and reconciliations Coordinate with the accounts team for payment follow-ups and collections Ensure accuracy in client data, billing rates, and tax calculations (GST/TDS) Prepare periodic billing reports and MIS for management review Handle client queries related to billing and resolve discrepancies Assist with audits by providing required documentation and billing data Ensure compliance with financial policies, industry regulations, and internal controls Key Skills Required: Strong knowledge of billing, invoicing, and basic accounting principles Proficiency in MS Excel and accounting software (Tally/ERP/SAP preferred) Attention to detail and numerical accuracy Good communication and interpersonal skills Ability to work independently and as part of a team Familiarity with GST, TDS, and other statutory requirements Job Type: Full-time Pay: ₹12,000.00 - ₹20,000.00 per month Benefits: Health insurance Paid sick time Provident Fund Work Location: In person
Equity Advisor – Senior Executive Advisor Company: GEPL Capital Private Limited Location: Mumbai Experience: 1–4 years Education: Graduate + NISM Certification (Mandatory) About GEPL Capital GEPL Capital Private Limited, winner of the “Maharashtra Best Employer Brand Award – 2018” , is a reputed financial services organization with a robust nationwide presence of 100+ offices, serving over 30,000 clients across India. We are members of BSE, NSE, MCX, NCDEX, CDSL, WDM , and the Insurance sectors. At GEPL, we believe in nurturing talent and providing ample growth opportunities along with a healthy work-life balance. Website: www.geplcapital.com Job Title: Equity Advisor – Sr. Executive Advisor Job Summary We are looking for a knowledgeable and proactive Equity Advisor to provide expert investment guidance to clients, offer personalized portfolio solutions, and support clients in achieving their financial goals. The ideal candidate must have strong market understanding and excellent client advisory skills. Key ResponsibilitiesClient Engagement Interact with clients to understand their financial objectives, risk appetite, and investment preferences. Build and maintain long-term client relationships to enhance trust and client retention. Advisory & Portfolio Management Provide expert advice on equity investments, market trends, and portfolio strategies. Recommend customized investment plans aligned with client goals and market conditions. Monitor and manage client portfolios to ensure optimal performance and adherence to risk levels. Execute equity trades as per client instructions and compliance requirements. Market Research & Analysis Stay updated on financial markets, global economic developments, and stock performance. Conduct research and analysis of equities and investment products. Prepare market outlook reports and investment recommendations for clients. Compliance & Reporting Ensure compliance with regulatory guidelines and internal policies. Maintain accurate records of client interactions, transactions, and portfolio reviews. Required Qualifications & SkillsEducation Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline. NISM Certification is mandatory. Additional certifications such as CFA or CFP are an advantage. Experience 1–4 years of relevant experience as an Equity Advisor, Investment Consultant, or similar role. Strong understanding of equity markets, trading platforms, and financial instruments. Skills Strong analytical and research skills with the ability to interpret market and financial data. Excellent communication and interpersonal skills for effective client engagement. Proficiency with financial tools, trading platforms, and MS Office. How to Apply Interested candidates can send their updated CV to [email protected] with the following details: Full Name Date of Birth Current Residential Area in Mumbai Current/Last Company & Job Role Current/Last CTC Expected CTC Educational Qualifications & Certifications Total Experience (in years) Relevant Experience (as per JD) Notice Period Reason for Job Change Remarks (Relevant knowledge, achievements, or projects) Job Type: Full-time Pay: ₹30,000.00 - ₹55,000.00 per month Work Location: In person
Equity Advisor – Senior Executive Advisor Company: GEPL Capital Private Limited Location: Mumbai Experience: 1–4 years Education: Graduate + NISM Certification (Mandatory) About GEPL Capital GEPL Capital Private Limited, winner of the “Maharashtra Best Employer Brand Award – 2018” , is a reputed financial services organization with a robust nationwide presence of 100+ offices, serving over 30,000 clients across India. We are members of BSE, NSE, MCX, NCDEX, CDSL, WDM , and the Insurance sectors. At GEPL, we believe in nurturing talent and providing ample growth opportunities along with a healthy work-life balance. Website: www.geplcapital.com Job Title: Equity Advisor – Sr. Executive Advisor Job Summary We are looking for a knowledgeable and proactive Equity Advisor to provide expert investment guidance to clients, offer personalized portfolio solutions, and support clients in achieving their financial goals. The ideal candidate must have strong market understanding and excellent client advisory skills. Key ResponsibilitiesClient Engagement Interact with clients to understand their financial objectives, risk appetite, and investment preferences. Build and maintain long-term client relationships to enhance trust and client retention. Advisory & Portfolio Management Provide expert advice on equity investments, market trends, and portfolio strategies. Recommend customized investment plans aligned with client goals and market conditions. Monitor and manage client portfolios to ensure optimal performance and adherence to risk levels. Execute equity trades as per client instructions and compliance requirements. Market Research & Analysis Stay updated on financial markets, global economic developments, and stock performance. Conduct research and analysis of equities and investment products. Prepare market outlook reports and investment recommendations for clients. Compliance & Reporting Ensure compliance with regulatory guidelines and internal policies. Maintain accurate records of client interactions, transactions, and portfolio reviews. Required Qualifications & SkillsEducation Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline. NISM Certification is mandatory. Additional certifications such as CFA or CFP are an advantage. Experience 1–4 years of relevant experience as an Equity Advisor, Investment Consultant, or similar role. Strong understanding of equity markets, trading platforms, and financial instruments. Skills Strong analytical and research skills with the ability to interpret market and financial data. Excellent communication and interpersonal skills for effective client engagement. Proficiency with financial tools, trading platforms, and MS Office. How to Apply Interested candidates can send their updated CV to recruitment@geplcapital.com with the following details: Full Name Date of Birth Current Residential Area in Mumbai Current/Last Company & Job Role Current/Last CTC Expected CTC Educational Qualifications & Certifications Total Experience (in years) Relevant Experience (as per JD) Notice Period Reason for Job Change Remarks (Relevant knowledge, achievements, or projects) Job Type: Full-time Pay: ₹30,000.00 - ₹55,000.00 per month Work Location: In person
Job Title: Senior Executive – Equity Advisor Company: GEPL Capital Private Limited Location: Colaba, Mumbai Experience Required: 1–5 years Education: NISM Certification Series 8(Mandatory) Website: http://www.geplcapital.com/ About GEPL Capital GEPL Capital Pvt. Ltd. is an award-winning financial services organization, recognized with the “Maharashtra Best Employer Brand Award – 2018.” With a robust network of 100+ offices and over 30,000 clients across India, GEPL is a reputed member of BSE, NSE, MCX, NCDEX, CDSL, WDM, and the Insurance sector. We focus on fostering talent, providing an enriching work environment, and offering ample growth opportunities. Job Description GEPL Capital is seeking an experienced and proactive Equity Advisor (Senior Executive) to join our team. The ideal candidate will provide expert investment guidance, deliver personalized portfolio strategies, and support clients in achieving their financial objectives. Key Responsibilities 1. Client Engagement Understand clients’ financial goals, risk appetite, and investment preferences. Build and maintain strong, long-term client relationships to improve engagement and retention. 2. Advisory Services Offer expert advice on equity investments, portfolio strategies, and market movements. Recommend customized investment solutions based on market conditions and client needs. Monitor and optimize client portfolios while ensuring alignment with their risk profile. Execute trades as per client instructions. 3. Market Analysis Stay constantly updated on financial markets, economic indicators, and stock performance. Present and pitch research reports and insights prepared by the research team to clients. 4. Compliance & Documentation Ensure all advisory and trading activities comply with regulatory and company standards. Maintain accurate records of client meetings, investment decisions, and performance evaluations. Qualifications & Skills Education Bachelor’s degree in Finance, Economics, Business Administration, or equivalent. NISM series 8 certification is mandatory. CFA, CFP, or other advanced certifications are a plus. Experience 1–5 years of experience in equity advisory, investment consulting, or similar roles. Strong knowledge of equity markets, financial instruments, and trading platforms. Skills Strong analytical,and financial interpretation abilities. Excellent communication and interpersonal skills to manage client interactions effectively. Proficiency in financial tools, trading platforms, and MS Office applications. How to Apply Interested candidates can send their updated CV at [email protected] with subject line application for equity advisor and details mentioned below Full Name Date of Birth Current Residential Area in Mumbai Current/Last Company & Job Role Current/Last CTC Educational Qualifications & Certifications Total Experience (in years) Relevant Experience (as per JD) Notice Period Reason for Job Change Remarks (Relevant knowledge, achievements, or projects) Job Type: Full-time Pay: ₹20,000.00 - ₹45,000.00 per month Benefits: Health insurance Work Location: In person
Job Title: Senior Executive – Equity Advisor Company: GEPL Capital Private Limited Location: Colaba, Mumbai Experience Required: 1–5 years Education: NISM Certification Series 8(Mandatory) Website: http://www.geplcapital.com/ About GEPL Capital GEPL Capital Pvt. Ltd. is an award-winning financial services organization, recognized with the “Maharashtra Best Employer Brand Award – 2018.” With a robust network of 100+ offices and over 30,000 clients across India, GEPL is a reputed member of BSE, NSE, MCX, NCDEX, CDSL, WDM, and the Insurance sector. We focus on fostering talent, providing an enriching work environment, and offering ample growth opportunities. Job Description GEPL Capital is seeking an experienced and proactive Equity Advisor (Senior Executive) to join our team. The ideal candidate will provide expert investment guidance, deliver personalized portfolio strategies, and support clients in achieving their financial objectives. Key Responsibilities 1. Client Engagement Understand clients’ financial goals, risk appetite, and investment preferences. Build and maintain strong, long-term client relationships to improve engagement and retention. 2. Advisory Services Offer expert advice on equity investments, portfolio strategies, and market movements. Recommend customized investment solutions based on market conditions and client needs. Monitor and optimize client portfolios while ensuring alignment with their risk profile. Execute trades as per client instructions. 3. Market Analysis Stay constantly updated on financial markets, economic indicators, and stock performance. Present and pitch research reports and insights prepared by the research team to clients. 4. Compliance & Documentation Ensure all advisory and trading activities comply with regulatory and company standards. Maintain accurate records of client meetings, investment decisions, and performance evaluations. Qualifications & Skills Education Bachelor’s degree in Finance, Economics, Business Administration, or equivalent. NISM series 8 certification is mandatory. CFA, CFP, or other advanced certifications are a plus. Experience 1–5 years of experience in equity advisory, investment consulting, or similar roles. Strong knowledge of equity markets, financial instruments, and trading platforms. Skills Strong analytical,and financial interpretation abilities. Excellent communication and interpersonal skills to manage client interactions effectively. Proficiency in financial tools, trading platforms, and MS Office applications. How to Apply Interested candidates can send their updated CV at recruitment@geplcapital.com with subject line application for equity advisor and details mentioned below Full Name Date of Birth Current Residential Area in Mumbai Current/Last Company & Job Role Current/Last CTC Educational Qualifications & Certifications Total Experience (in years) Relevant Experience (as per JD) Notice Period Reason for Job Change Remarks (Relevant knowledge, achievements, or projects) Job Type: Full-time Pay: ₹20,000.00 - ₹45,000.00 per month Benefits: Health insurance Work Location: In person