The Organization is one of the leading financial products and services firm, Job Purpose: The purpose of the job is to lead the sales force in the assigned zone(s) by aligning various functional teams within the zone to meet business objectives keeping in focus various parameters like revenue, distribution creation, persistency, cost efficiencies, in alignment with the defined legal and ethical requirements of the organization, The Zonal Head Is Responsible For ? Generating revenue for the channel as per assigned target through need-based selling to clients through multiple financial products, ? Helping clients in doing financial planning & wealth management through systematic process & manage long term relationship, ? Building a robust variable distribution channel and high productivity network with high penetration in the assigned zone ? Manage relationships across multiple stakeholders i-e, clients, the Units, External tied up organizations ? Recruiting the right resource and coaching them to achieve the objectives holds the key to success, ? Driving balanced business growth in order to achieve sales goals in alignment with mandated/desired market conduct and quality of business, ? Keeping the tempo & motivation high with a balanced focus on all critical business parameters throughout the year as the work force of this size is a challenge in itself KRA's ? Planning & developing monthly, quarterly & annual business plans & accordingly fixing the business strategy for the Zone ? Identify business opportunities through market intelligence & penetrate in underdeveloped market to enhance distribution reach and profitability for the assigned zone, ? Drive & deliver sales and profitability targets of the Zone to capture market share and ensure deeper brand penetration, ? Ensure high Quality of Business Health & control leakages ? Effective monitoring & implementation of the of Sales Management Process ? Ensure that the Zonal support teams are aligned to the Sales deliverables in order to facilitate smooth functioning and productivity of the Zone Requirements We are looking for diversity profiles for this position from wealth sales experience background from Wealth Management cos , Banks or NBFCs cos In wealth management & financial planning, Location Delhi, Age Less than 41 yrs, CTC Fixed + variable incentive ( Depending on last CTC 2530 % growth ) Experience 12 15 Yrs Of from wealth sales experience background from Wealth Management cos , Banks , NBFCs & Broking cos In wealth management & financial planning , Local people from same City preferred Reporting to National Business Head Benefits As per the experience
- Experience on Accounting with TDS, GST & RCM. - Payroll management - Account receivable & payable - Handling Payments, Invoicing, Bank Reconciliations, Filing Returns and other accounting Related task.
The Equity Advisor Is Primarily Responsible For. Acquiring Large Trader Clients with high margin. Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities. Ensuring efficient and prompt management of orders based on customer request. Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds. Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.. Day to day approvals w.r.t to limits, commercials. Shifting offline customers to online.. The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills. Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable. The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.. KRA's. 1-Acquire new customers and generate broking revenues as per targets. 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request.. To ensure documentation formalities like KYC, profiling of new clients with all the necessary details. To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products.. To participate in daily research calls and keep all customers updated with In-house research recommendations only.. To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.. To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues.. To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc.. To strictly adhere to all risk & surveillance and Deal desk processes.. To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.. To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.. 3-Activate new clients for broking relationships and ensure seamless servicing. 4-Cross Sell of company's Products. Requirements. Candidate should be local and minimum 2 years of experience from any Broking industry.. NISM -8 mandatory. Graduation. Client Acquisition. Age-Max 40. CIBIL-650. Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.. Benefits. As per Industry. Show more Show less
The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry
The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry
About The Company HRhelpdesk is a HR Advisory Company, it has been retained to manage end to end recruitment process for BMR Legal Advocates BMR Legal Advocates is a boutique law firm founded in 2010 specializing in the areas of Corporate International Tax, Transfer Pricing, GST, Customs & Trade, with expertise in litigation services, controversy management, strategic transaction advisory and policy Job Summary The potential candidate will work exclusively in the Legal Knowledge Team and assist the lead partner / broader stakeholders in: Role & responsibilities Undertaking research on International Tax Law matters in the 12-18 months of engagement and then being exposed to client work Assist in ensuring publication of articles / books / blogs in the chosen area of international tax Assist in organizing conferences / events with national and international stakeholders Assist / make presentations in various national and international forums on selected topics willing to travel to Indian and overseas academic institutions At least 3 to 5 years of work experience in national tax / international tax law matters, either in academia or client work Requirements A law degree from a reputed law school in India An LLM in International tax law from a reputed university (Vienna, Leiden, Amsterdam, or a US University) is a plus Benefits Best in the Industry
KRA's • Acquiring Large Trader Clients with high margin • Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities • Ensuring efficient and prompt management of orders based on customer request
About The Company Company is a wholly owned subsidiary of a specialized Japanese multinational and professional service organization From accounting and compliance to tax advisors and M&A and provide assurance of business with reliability and international best practices to overcome complex situation Purpose:Indep endently handling clients bookkeeping and accounting including direct and indirect tax compliance, Roles and Responsibilities: Managing clients Accounting, Payroll & Compliances Communicate, discuss, advise and consult with clients to provide solutions against their accounting, any tax, legal, compliance or any other business issues, Preparation & maintenance of books of accounts and carrying on input of accounting transactions in line with the Applicable Indian Accounting Standards / Policies etc, covering preparation of ledgers, sub-ledgers, control accounts, profit & loss account, statement of affairs (assets & liabilities) in accounting software 'Tally' or any other software specified by the client, Preparation and maintenance of application for payments & cheques/remittance advice /wire transfer, if required, for discharging all the monthly payments as clients instructions, including deposit of income taxes being withheld (if any) from such payments, Preparation of MIS report for clients Head Office reporting or Management Reporting in the global MIS format by client, Preparation of a monthly bank reconciliation statement viz reconciliation of physical balance appearing in bank account corresponding to balance appearing in the accounting books, Preparation & maintenance of Fixed Assets Register in accordance with the prescribed guidelines under Indian regulations and accounting policy of clients, Preparation of computation of taxable income of client Employees based on Indian Income and Perquisites / Amenities / Fringe Benefits etc and advising amount of income tax to be deducted from monthly salary, Computation of liability of Goods and Service Tax and Corporate Income Tax or any other tax which is applicable based on review of ledger accounts of client, Preparation of tax challan and submit with bank for deposit of Goods and Service Tax, Corporate Income Tax and TDS or any other tax which is applicable with Indian Government Treasury, Preparation & filing of Goods and Service Tax, Corporate Income Tax and TDS or any other tax Return which applies to client Requirements Minimum 6-10 yearsexperience in Accounting & Bookkeeping including tax compliance Experience in working with MNC Motivating others & good Coordination with team members Preferable CA Location: Andheri East, Mumbai Benefits Best in the industry
About The Organization The Organization is a top Financial Consulting and advisory Company, Job Summary The role holder will play a pivotal role in driving full recruitment life cycle This position requires a proactive and detail-oriented professional who can foster a positive workplace culture while ensuring compliance with policies and procedures related to HR and Admin Key Responsibilities Recruitment & Talent Acquisition Expertise in end-to-end recruitment, from job posting and talent sourcing to interviews and final selection Manage the full recruitment cycle including sourcing, screening, interviewing, and onboarding, Skilled in onboarding processes, ensuring smooth transitions and positive first impressions for new hires Strong understanding of HR policies, documentation, and regulatory requirements Proven ability to collaborate with hiring managers and cross-functional teams Focused on enhancing employee experience throughout the talent lifecycle Continuously improving processes to align HR operations with business objectives Employee Records Management Maintain and update employee databases and HRMS with accuracy and confidentiality, Ensure timely documentation of employee lifecycle activities including onboarding, exits, and leave management, Prepare HR reports and analytics for internal and statutory purposes, Requirements Qualifications and Experience 12 years of experience in recruitment, preferably in the finance domain Skills and Abilities Strong interpersonal and communication skills, Proficiency in HRIS tools and Microsoft Office Suite, Ability to manage multiple priorities with attention to detail, Benefits As per Industry
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