Job Description: Responsible for achieving business targets set for self & of dealer mapped to him for the respective year. Promote the company's product & services. Maintain client relationship & provide them best service. Maintain relationship with allotted clients by proactive advisory and prompt support services. Always updated with international market news/inventory, which impacts the Indian commodity market. Mutual fund for process of reporting Mutual fund OTP confirmation Email and pending follow up Mutual fund reporting to MIS management to daily
Welcome call to new registered customer & update about product & Service. Project Base Calling like DP Recovery, KRA Update, Customer Contact details verify, BuyBack Opportunity, SLBM Opportunity, IPOs Generate lead by way of a reference from existing customer. Skills required in inter-personal, Telephonic Sales, Public Relations A pro-active self-starter who can operate both individually and as part of a team Superior presentation and excellent oral and written communication skills Having good command over Gujarati, Hindi & English Department Client Activation Locations Vadodara Qualfication At least graduate Experience 1 to 2 years of experience in Tele Sales
Smooth functioning of Dept. Team training about Soft skill & product Day to day team work allocation – Day task assigning Team Query solving Monitor Team calling (Bad / Improper communication to be improve). Non-commitment with customer to be identify & clear Follow up with customer to be on time Coordination with Internal Dept. for customer query Lead generated by Team forward to respective Branch / Associate / Desk & Follow up for the same Customer Query solving if not solved by Team members Push team to achieving daily calling target & get optimum result Calling HNI / Important customers Handling Day to day customer query desk. Guiding customer about existing product of company. Effective Reporting at the EOD like Team Member wise, Calling project wise, per day calling, pending follow ups etc. Skills required in inter-personal, Sales, Public Relations, Leadership, Negotiation, Marketing, Business Generation. A pro-active self-starter who can operate both individually and as part of a team. Superior presentation and excellent oral and written communication skills Department Client Activation Locations Vadodara Qualfication At least graduate Experience 3 to 5 years of experience as an TL
Proficiency in system administration, network management, and cybersecurity. Competency Mapping Strong problem-solving and analytical skills. L2 Network Management Switching configuration: CISCO , ICX, Rackus Firewall Management : Sonic wall , Sophos, Fortinet Firewall Trouble shooting L2 Server Management Infra management – HP/ Lenovo / Dell Knowledge on various platforms : Nutanix, VM, Hyper –V Hands on Knowledge OEM Virtualization Knowledge Troubleshooting Infra / Virtualization Storage device Backup management with compliance DR management Patch management Hands on experience of AD & ADS Department IT Locations Vadodara Qualfication IT Graduate (OEM certification preferred) Experience Min.5 Years + of experience in relevant profile
Welcome call to new registered customer & update about product & Service. Project Base Calling like DP Recovery, KRA Update, Customer Contact details verify, BuyBack Opportunity, SLBM Opportunity, IPOs Generate lead by way of a reference from existing customer. Skills required in inter-personal, Telephonic Sales, Public Relations A pro-active self-starter who can operate both individually and as part of a team Superior presentation and excellent oral and written communication skills Having good command over Gujarati, Hindi & English Department Client Activation Locations Vadodara Qualfication At least graduate Experience 1 to 2 years of experience in Tele Sales
Stay abreast of changes in relevant laws, regulations, and industry standards. Design and implement policies and procedures to ensure compliance with applicable regulatory requirements with related circular/ Guidelines. Risk Assessment: Conduct regular risk assessments to identify and evaluate compliance risks of AP branches. Develop strategies to mitigate and manage identified non compliancerisks effectively Monitoring and Testing: Establish a robust monitoring and testing checklist/ SOP to assess the effectiveness of the compliance of all departments. Conduct periodic compliance audits and investigations as needed time to time & report to management. Reporting: Prepare and submit timely and accurate compliance reports to senior management and regulatory authorities. Communicate compliance issues, developments, and recommendations to the executive team and relevant stakeholders. Ensure to submit all audit reports/ alert& reply to the authorities/ auditors within deadline. Collaboration: Collaborate with other departments, including Legal, Risk Management, and Internal Audit, to ensure a coordinated/ smooth approach to compliance. Serve as a liaison between the company and regulatory agencies/ auditors. Incident Response: Develop and implement procedures for handling compliance violations and incidents. Oversee the investigation and resolution of compliance-related matters Handling customer grievance, review compliance calendar on regular basis. Department Compliance Locations Vadodara Qualfication Master's degree in Law, Business, Finance, or a re Experience 5+ Year
Dealing with Investor Complaints Risk Management or Internal Control Operations-Related Activities Bookkeeping and record keeping: Department DP Operation Locations Vadodara Qualfication Any Graduate + NISM for Depository Operation Experience 5 Years
Execute structured migration plan to convert Equity clients to Derivative segment through relationship mapping and product pitching. Visit clients personally to deliver one-on-one or group training on Derivative product usage, benefits, and risk understanding. Address and resolve all customer queries related to derivative products, contracts, strategies, and market behavior. Branch / Franchisee Development: Travel to branches / franchisees / business associate locations to promote derivative product adoption. Train their sales & support teams on key derivative concepts, regulatory compliance, and business generation strategies. Ensure full alignment of front teams with Jhaveri Securities’ Derivative strategy. Customer Engagement & Strategy Execution: Organize group meetings / seminars / webinars to engage multiple clients in Derivative product understanding and market updates. Create, promote, and implement simple-to-advanced derivative strategies suited for retail and HNI clients. Track and push volume business around expiry days, ensuring high turnover and client engagement. Business Planning & Execution: Prepare & implement a Monthly Business Development Plan and Annual Work Plan aligned with company objectives. Review target achievements and identify corrective actions where necessary. Product & Marketing Development: Collaborate with management to develop and launch new Derivative products / strategies. Build and circulate training collaterals, product notes, pitch documents, marketing tools, and regulatory FAQs for internal and external stakeholders. Leverage marketing tools to promote derivative awareness and confidence among existing and potential clients. Key Skills & Competencies: Expert knowledge of Derivative Products (Futures, Options, Strategies, Hedging). Strong command over SEBI guidelines, Exchange bylaws, and account opening compliance procedures. Exceptional communication & presentation skills – must be confident to address small and large groups. Analytical mindset to design client-suited strategies. Goal-oriented, energetic, and self-driven with an entrepreneurial spirit. Department Derivative Locations Vadodara Qualfication Graduate/ Post Graduate /etam Must Experience 3 Year
Promote the company’s product& services. To ensure quality parameters are met & TAT to respond to the customer is maintained. Maintain client relationship& provide them best service. Maintain relationship with allotted clients by proactive advisory and prompt support services. All cross selling products such as Mutual Funds / PMS / Debt are available to branch and efforts should be made to market all products irrespective of weight age in goal sheet or Incentive Policy. Dealer / RM shall be responsible for Systematic Trading, Collections and Risk for clients mapped under him. Also, he will ensure that all these are executed at micro level. Daily/Weekly reporting. All types of RMS. Compliance alert to check &Respond. Self Visit/Meetings to customers. Department BUSINESS DEVELOPMENT Locations Vadodara Qualfication Graduate / Master, NISM Certificate must Experience 8+ Years
Strong understanding of digital product development, marketing, and customer experience Excellent leadership, communication, collaboration skills and Competency Mapping Clear understanding of ONLINE product offer to customer Identify the GAP between our Online App with competitor’s App. Get developed from vendor & implement. Design various brokerage slab looking to market competition. Designing a strategy for online client acquisition to meet the company’s annual target Designing of various contest / promotional offer throughout the year for end customer. Designing performance appraisal system & monitoring productivity Manage attrition & recruitment, ensure targets are achieved by team members Designing training program for various ONLINE products Design & conducting Customer Awareness / Training program for online App Design mkt. campaign to extensively promote ONLINE BUSINESS through digital media. Should possess strong skills in Marketing, Sales, and Business Development, with a proactive attitude toward setting up and leading teams, and should be technically sound. Department ONLINE Business Locations Vadodara Qualfication Graduates or MBA in Marketing + NISM Experience Min. 5+ Years of experience in RELAVANT profile
Understanding of Customer Financial Planning. Suggest best investment option based on the customer’s needs & profile. To boost and develop Business Development Team for cross selling of various products Set Targets for Team and achievement beyond target Proper Reporting System and Analytical Data of Sales Advisory Role for good Investment Returns to Clients Design Sales & Marketing Campaigns in subordination to BD Team Identify New Tools, Strategies & training to Business Development team for Advisory Sales Operational/Strategically Support to Branches & Franchises Research & Analysis of Current Market trends and to develop strategy Cultural Development within Sales Team Cost Effective Measurement and strategies Should possess strong skills in Marketing, Sales, and Business Development, with a proactive attitude toward setting up and leading teams, and should be technically sound. Department Business Development Locations Vadodara Qualfication Graduate + Masters in relevant field+ Certificate Experience Min. 5 years of Experience in Selling Financial Pr
As a candidate for this position, you will be expected to have a strong understanding of Customer Financial Planning. Your role will involve suggesting the best investment options based on customer needs and profiles. Additionally, you will be responsible for boosting and developing the Business Development Team to facilitate cross-selling of various products. Setting targets for the team and ensuring achievement beyond the set targets will be a key aspect of your responsibilities. You will need to establish a proper reporting system and analyze sales data effectively. Your advisory role will be crucial in guiding clients towards good investment returns. Collaborating with the Business Development Team, you will design sales and marketing campaigns while identifying new tools, strategies, and training methods to enhance advisory sales. Offering operational and strategic support to branches and franchises will also be part of your duties. Conducting research and analysis on current market trends to develop effective strategies will be essential. Creating a culture of development within the sales team and implementing cost-effective measures and strategies are also key components of this role. The ideal candidate should possess strong skills in Marketing, Sales, and Business Development. A proactive attitude towards team leadership and technical proficiency are highly desirable qualities. A minimum of 5 years of experience in selling financial products is required for this position. This position is within the Business Development Department and is based in Vadodara. The preferred qualifications include a Graduate degree, a Masters in a relevant field, and relevant certifications.,
You should have a strong understanding of digital product development, marketing, and customer experience, along with excellent leadership, communication, and collaboration skills. Your responsibilities will include competency mapping, identifying the gap between our online app and competitors" apps, and designing various brokerage slabs based on market competition. You will be required to develop a strategy for online client acquisition to meet the company's annual targets and design contests and promotional offers for end customers throughout the year. Additionally, you will design a performance appraisal system, monitor productivity, manage attrition and recruitment, and ensure team members achieve their targets. Designing training programs for various online products, conducting customer awareness and training programs for the online app, and creating marketing campaigns to promote the online business through digital media are also part of the role. You should possess strong skills in marketing, sales, and business development, with a proactive attitude towards setting up and leading teams, as well as being technically sound. This position is in the Online Business department located in Vadodara. The ideal candidate should be a graduate or MBA in Marketing with NISM certification and have a minimum of 5+ years of experience in a relevant profile.,
The Compliance Department in Vadodara is seeking a candidate with a Master's degree in Law, Business, Finance, or a related field, along with a minimum of 5 years of experience in compliance roles. As a Compliance Officer, your responsibilities will include staying updated on changes in laws, regulations, and industry standards. You will be tasked with designing and implementing policies and procedures to ensure compliance with regulatory requirements, conducting risk assessments to identify and evaluate compliance risks, and developing strategies to mitigate non-compliance risks effectively. In addition, you will establish monitoring and testing checklists to assess compliance across all departments, conduct periodic compliance audits, and investigations as necessary. You will be responsible for preparing and submitting compliance reports to senior management and regulatory authorities, as well as communicating compliance issues and recommendations to the executive team and relevant stakeholders. Collaboration with other departments such as Legal, Risk Management, and Internal Audit is essential to ensure a coordinated approach to compliance. You will also serve as a liaison between the company and regulatory agencies or auditors. Furthermore, you will develop and implement procedures for handling compliance violations and incidents, overseeing investigations, and resolutions of compliance-related matters. Regularly reviewing the compliance calendar and addressing customer grievances will also be part of your role. If you have a keen eye for detail, a strong understanding of regulatory requirements, and excellent communication and analytical skills, we encourage you to apply for this challenging and rewarding position in our Compliance Department.,
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