Job Title: Relationship Manager A Relationship Manager in the broking industry plays a crucial role in managing and nurturing client relationships. The primary focus of the job is to build and maintain strong relationships with clients to ensure their satisfaction and to maximize business opportunities. Job Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide market updates, investment advice, and address any concerns they may have. Sales and Business Development: Achieve healthy revenues without compromising on client’s profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references. Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking. Client Acquisition: Identify and prospect potential clients to expand the client base. Present the brokerage firm's products and services to potential clients and explain how they can meet their financial needs. Risk Management: Assess the risk tolerance of clients and recommend appropriate investment products. Implement risk management strategies to protect clients' investments. Compliance: Ensure compliance with regulatory requirements and company policies. Keep abreast of changes in financial regulations and communicate relevant updates to clients. Performance Reporting: Provide clients with regular performance reports and updates on their investment portfolios. Discuss the performance of their investments and make adjustments as needed. Job Type: Full-time Pay: From ₹20,000.00 per month Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Sayajigunj, Vadodara, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Sales: 1 year (Required) Language: English (Preferred) License/Certification: NISM Certificate (Preferred)
Job Summary: We are looking for a proactive and technically skilled IT Executive to manage and support the day-to-day IT operations in our broking firm. The ideal candidate should be experienced in managing broking terminals, networking, hardware/software troubleshooting, and ensuring seamless IT infrastructure for trading activities. Key Responsibilities: Provide technical support for broking terminals (e.g., ODIN, NEST, NOW, etc.). Install, configure, and maintain desktop systems, servers, network devices, and trading terminals. Monitor and maintain LAN/WAN connectivity and ensure smooth internet operations. Troubleshoot hardware, software, and networking issues in real time. Coordinate with vendors for procurement, AMC, and support services. Ensure data security and regular backup of trading systems and office data. Manage user accounts, email configurations, and system access controls. Monitor system performance and proactively resolve any potential issues. Maintain documentation of IT assets, support tickets, and resolution logs. Support compliance with SEBI, Exchange, and internal IT audit guidelines. Requirements: Bachelor’s degree in IT, Computer Science, or a related field. 1–3 years of experience in an IT support role, preferably in the broking or financial sector. Hands-on experience with trading platforms like ODIN, NEST, etc. Strong knowledge of Windows OS, networking protocols, firewalls, and antivirus tools. Basic understanding of Exchange connectivity, BCP, and DR systems. Good communication and problem-solving skills. Ability to work under pressure and meet deadlines during market hours. Job Types: Full-time, Permanent Benefits: Provident Fund Shift: Rotational shift Ability to commute/relocate: Sardargunj Road, , Anand, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: Network Engineers & Analysts: 2 years (Preferred) total work: 2 years (Preferred)
As an Account Assistant at our broking firm, you will be instrumental in supporting the financial operations by maintaining accurate records, assisting clients, and ensuring compliance with regulatory requirements. Your responsibilities will encompass bookkeeping, client services, administrative support, compliance, team collaboration, and software proficiency. In the realm of bookkeeping and accounting, you will record financial transactions meticulously and reconcile bank statements to uphold the accuracy of financial records. Your client services duties will involve assisting clients with inquiries, transaction details, and account management, along with providing timely responses and supporting client onboarding processes. Administratively, you will manage and file financial documents, assist in preparing financial reports, and maintain the confidentiality and security of financial information. Your role will also involve ensuring compliance with financial regulations and internal policies, assisting in audits, and staying abreast of industry regulations and best practices. Collaboration with various departments such as trading, research, and compliance teams will be essential. You will work closely with colleagues to streamline processes and enhance efficiency. Proficiency in accounting software, including Tech-excel, and MS Excel for financial data management and analysis is required, along with a willingness to learn new software tools as needed. Ideally, you should hold a degree in Accounting, Finance, Business Administration, or a related field. Previous experience in accounting, finance, or a similar role, especially within the financial services sector, is advantageous. Strong analytical, communication, organizational, and technical skills are essential to excel in this role. Personal attributes such as integrity, teamwork, adaptability, and problem-solving skills will further contribute to your success. The role typically operates in an office environment during regular business hours, with occasional flexibility required during peak periods. Opportunities for career development within the firm include advancement to roles like Senior Account Assistant, Accountant, or other specialized positions in finance or operations. This is a full-time, permanent position suitable for fresher candidates. Benefits include Provident Fund, yearly bonus, and a day shift work schedule. Join us at our in-person work location to embark on a rewarding career in financial operations.,