Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets minimum 1 Cr AUM in the first 3 months. Build long-term relationships to enhance client satisfaction and retention. Promote and cross-sell financial products like Mutual Funds, FDs, PMS, Bonds, LAS, etc. Focus on B2B tie-ups Provide regular market updates and portfolio reviews to clients. Preferred candidate profile Required Skills & Qualifications Bachelors degree in Finance, Business, Economics, or a related field. MBA preferred. 2-5 years of proven experience in wealth management, financial advisory, or investment sales. Strong network of potential HNI clients is highly preferred. Excellent communication, negotiation, and interpersonal skills. Deep understanding of financial markets and investment products. AMFI/NISM certifications (if required for mutual fund distribution).
Job Title: Dealer / Trader (Fresher) Location: sector 62, Noida Company: JSR Fintech Pvt Ltd CTC Offered: 3 LPA- 3.5LPA Probation Period: 3 Months Role Overview We are seeking a motivated and enthusiastic fresher for the role of Dealer / Trader. The ideal candidate should have a basic understanding of the stock market, a keen interest in trading, and strong communication skills. This role offers an excellent opportunity to kickstart a career in equity and derivatives dealing with hands-on market exposure. Key Responsibilities Execute client orders for equities, derivatives, and currency markets with speed and accuracy. Monitor client portfolios and trading activities, ensuring compliance with regulations. Assist senior dealers in managing daily trading operations. Stay updated on market trends, corporate actions, and trading strategies. Communicate effectively with clients regarding trades, margins, and market updates. Ensure accurate trade confirmations and reporting. Required Skills & Qualifications Graduate in Commerce, Finance, Economics, or a related field. NISM Series VIII (Equity Derivatives) certification is mandatory. NISM Currency Derivatives certification is also required. Good knowledge of stock markets, order types, and trading platforms. Strong verbal and written communication skills. Analytical mindset and quick decision-making abilities. High level of integrity and attention to detail. Training and mentoring by experienced traders. Dynamic work environment with learning and growth opportunities. Opportunity to build a career in capital markets and trading. Hands-on exposure to trading platforms and live market dealing. Note: This role includes a 3-month probation period, after which the performance will be evaluated for a permanent position.