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9 Job openings at Marwadi Financial Services
About Marwadi Financial Services

Marwadi Financial Services is a leading financial services provider in India, offering a comprehensive range of services including stockbroking, investment advisory, and wealth management.

Branch Manager 1 Post(s)

Anand

2 - 7 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Responsible for overall development of branch (i.e. Business Development, Marketing, Operations, Risk Management, Collection activities, Authorized persons and man power etc.). Acquiring personally HNI and ultra HNI category clients (privilege category) for broking third party products through networking, database, references from existing clients and assigned leads from the organization. Assisting recruitment processes, handholding and mentoring branch employees. Motivating and making them self dependent in today operations. Executing strategies for their branches and assisting team members individually to achieve their defined goals. Providing feedbacks and reviewing performances of theirs team members in proactive manners. Require to understanding various queries and service issues arising from clients, business associates, team members and insuring appropriate solution in define time lines. Executing and evaluating marketing and promotional activities for branch, keeping in mind market dynamics of branch. Optimum utilization of available resources like AMCs, TPDs, depositories, exchanges regulators and local resources (i.e. trade association, bullion association, Agriculture Produce Marketing Committee) etc. with the purpose of creating Company s high visibility and acquiring more clients. Assisting business associates in branch to help them in various functions and operational matters. Acquired more number of Sub Brokers / Channel partners making them independent. Ensuring high level of compliance norms as per guidelines of regulators and Marwadi Financial Services in branch and taking appropriate majors for non-compliance practices observed. Using of various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedbacks to team members to enhance their performances. Enhancing knowledge / skills (i.e. regularly attending research conference, reading of research materials and equity market related information) for self and team on regular basis with appropriate certifications (NISM) and professional degrees. Developing a conducive environment where teams feel highly motivated and enthusiastic. He acts as mentor and team player to drive the team at branch. Conducting all administrative activities effectively at branch levels like vendor management, bill payments, submission of vouchers, office decorum, petty cash management and punctuality of the work etc.

RM cum Dealer 1 Post(s)

Gandhinagar

1 - 5 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Trading in equity or Commodity terminal All mass file downloading, reading of research report and limit opening for some special clients Trading activity, dormant client follow up, some prospective client follow up. Trade confirmation Business development, new acquisition, service call, marketing activity etc. Reporting to branch manager, any other service activity or follow up work for business development. Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. To provide client service and engagement at 360 degree levels. Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. Providing branch operational support. Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor s advice.

RM cum Dealer

Talala

1 - 5 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Trading in equity or Commodity terminalAll mass file downloading, reading of research report and limit opening for some special clientsTrading activity, dormant client follow up, some prospective client follow up Trade confirmationBusiness development, new acquisition, service call, marketing activity etc Reporting to branch manager, any other service activity or follow up work for business development Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TP

Branch Manager

Jamnagar

3 - 4 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Responsible for overall development of branch (ie Business Development, Marketing, Operations, Risk Management, Collection activities, Authorized persons and man power etc) Acquiring personally HNI and ultra HNI category clients (privilege category) for broking third party products through networking, database, references from existing clients and assigned leads from the organization Assisting recruitment processes, handholding and mentoring branch employees Motivating and making them self dependent in today operations Executing strategies for their branches and assisting team members individually to achieve their defined goals Providing `feedbacks and reviewing performances of theirs team members in proactive manners Require to understanding various queries and service issues arising from clients, business associates, team members and insuring appropriate solution in define time lines Executing and evaluating marketing and promotional activities for branch, keeping in mind market dynamics of branch Optimum utilization of available resources like AMCs, TPDs, depositories, exchanges regulators and local resources (i e trade association, bullion association, Agriculture Produce Marketing Committee) etc with the purpose of creating Company s high visibility and acquiring more clients Assisting business associates in branch to help them in various functions and operational matters Acquired more Sub Brokers / Channel partners making them independent Ensuring high level of compliance norms as per guidelines of regulators and Marwadi Financial Services in branch and taking appropriate majors for non-compliance practices observed Using various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedback to team members to enhance their performances Enhancing knowledge / skills (e regularly attending research conference, reading of research materials and equity market related information) for self and team on regular basis with appropriate certifications (NISM) and professional degrees Developing a conducive environment where teams feel highly motivated and enthusiastic He acts as mentor and team player to drive the team at branch Conducting all administrative activities effectively at branch levels like vendor management, bill payments, submission of vouchers, office decorum, petty cash management and punctuality of the work etc

Equity Research Analyst (Fundamental Analyst) 1 Post(s)

Mumbai

2 - 4 years

INR 3.0 - 9.0 Lacs P.A.

Work from Office

Full Time

*This is a position where the selected candidate will be responsible for initiating, executing, and delivering quality investment research to discerning clients. *Such a person should possess a strong blend of analytical thinking and operations execution. *Excellent financial modeling skills with the ability to understand and formulate business drivers (revenue,cost, etc.) *Superior knowledge of concepts of finance accounting, valuation methodologies, and stock analysis *Strong writing skills with the ability to lay out investment arguments and thesis lucidly *High-level communication skills with the ability to express views clearly and succinctly *Analytical thinking is required to enable him/her to structure and guide research/consulting assignments with clients and manage the project internally

Executive (Accounting & Finance)

Rajkot

1 - 3 years

INR 2.5 - 2.75 Lacs P.A.

Work from Office

Full Time

Executive / Sr Executive (Accounts & Finance) Job Purpose: Looking for an Executive / Sr Executive for the Accounts & Finance Department at Rajkot HO Requirements: Qualification: B.Com / M. Com. / M.B.A. (Finance) Experience: Minimum 1 to 3 Years in the field of Accounts Location: Rajkot Head Office Vacancy:01 Job Profile: Daily: Bank Reconciliation of Various Banks Basic Accounting like TDS, Interest, JV & Reconciliation etc. Fund Payout to Clients Monthly/ Quarterly: Monthly MIS of Financial Reports Preparation of data required by Exchanges Reconciliation of 26AS with Book of Accounts Interest Calculation of Loans, FDR etc. Skills: Knowledge of MS Excel, Word & E-mail Written & verbal communication skills Should be Accurate and responsible Honest & Reliable Multi Tasking

RM cum Dealer

Ahmedabad

0 - 2 years

INR 1.5 - 3.0 Lacs P.A.

Work from Office

Full Time

Role & responsibilities : Trading in equity or Commodity terminal All mass file downloading, reading of research report and limit opening for some special clients Trading activity, dormant client follow up, some prospective client follow up. Trade confirmation Business development, new acquisition, service call, marketing activity etc. Reporting to branch manager, any other service activity or follow up work for business development. Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. To provide client service and engagement at 360 degree levels. Required to develop and execute customized events like Canopi, customer awareness seminar, outdoor marketing activities etc. Providing branch operational support. Developing healthy relationships with sub-brokers and doing intervention with them as per supervisors advice. Preferred candidate profile : Qualification: Any Graduate / Post Graduate Experience: Minimum 1+ Years of corporate managerial experience SEBI / Exchanges / Broking / Stock Markets Skills: Proficient knowledge of MS Excel, PowerPoint, Word software. Excellent written and verbal communication skills. Problem Solving or Analysis skill. Should be Accurate and responsible Personality: Careful and diligent even meticulous with a good dose of common sense Efficient, effective and organized in both physical and digital words Modestly confident and also personable,good-humoredd and trustworthy Informal but 100% professional while respecting traditional courtesy and good manners.

Relationship Manager (TPD-IPO & MF)

Ahmedabad

3 years

INR 3.0 - 3.5 Lacs P.A.

Work from Office

Full Time

Relationship Manager (TPD-IPO & MF) Marwadi Shares and Finance Limited. Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group into Financial Services, Education and Solar energy. Currently employing more than 2000 employees as a Group. Marwadi Financial Services is the financial services arm of the Marwadi Group and is having 800 plus employees across 104 location around Gujarat and neighboring states. There are also in excess of 1450 franchisees as a part of their network. Leveraging the network and their world class product and services they have a 4.1L customer base. Job Purpose: Marwadi Financial Services is looking for an experienced Relationship Manager for our broking firm, As a Sales person, his / her primary responsibility is to sell our TPD products to all clients introduced through him/her or activated through him/her. Requirements: Qualification: Graduate /MBA (Marketing or Finance) + NISM VA (AMFI) certified Experience: Minimum 03 Year experience; preferably in the financial products distribution field Location: Ahmedabad Responsibilities: Core responsibility will be to source TPD business which includes responsibility to complete his targets and support all branches and associated partners mapped in achieving the same. To provide product knowledge to team members of branches and APs To provide timely training and keep branches and AP;s updated regarding any new products like Insurance, NPS, PMS, NFO etc To meet customers of branches and APs and convert business from them To help branches and AP’s during IPO’s in terms of providing forms and ensuring timely bidding To visit all branches and AP’s on regular basis and keep them updated about market on goings To stay updated about funds and help customers in building their portfolio To acquire new customers from market for MF Skills: Excellent written and verbal communication skills. Problem Solving or Analysis skill. Business conversion ability Should be Accurate and responsible Should posses Industry and Market knowledge

Content Writer

Rajkot

2 - 4 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Content / Copy Writer Marwadi Shares and Finance Limited.p Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group that specializes in financial services, education, and solar energy. Currently employing more than 2000 employees as a Group, MSFL is the financial services arm of the Marwadi Group. It has 800+ employees across 104 locations around Gujarat and neighboring states. The company's network includes more than 1450 franchisees. Leveraging the network and its world-class products and services, MSFL has a 4.1L customer base. Job Purpose: We are looking for a creative and passionate writer who can write engaging, readable, and grammatically correct content on the financial markets and economy. The key deliverable will be to ensure that the content is powerful, engaging, unique, and relevant to create interest for consumers, generate views/ shares, brings traffic to the relevant content piece, and possibly converts them into a custocustomersmer. A thorough knowledge of how major search engines operate will be necessary. Requirements: Qualification: Fresh Graduates / Post Graduates in Journalism, Advertising, Communication, English, Literature, Gujarati literature, or related fields can also apply. Experience: Minimum 2- 4 years CTC: 4.0 to 6.0 LPA Location: Rajkot Vacancy: 1 Responsibilities: 1. Content Development: Write clear, concise, and engaging content for websites, blogs, landing pages, mobile apps, and Print Media. 2. New Product Content Strategy: Develop product-specific content strategies for new launches, features, benefits, USPs, and investor-focused messaging. 3. Event Content Creation: Create scripts, invites, banners, promotional posts, and post-event summaries for investor meets, webinars, and launches. 4. SEO & Website Optimization: Research keywords and create optimized content to improve search visibility and user engagement. 5. Social Media Writing: Draft content for platforms like LinkedIn, Twitter, Facebook, and Instagram with brand-consistent voice and tone. 6. Email & Newsletter And Tax Massage Writing: Develop compelling subject lines and email body content for campaigns, newsletters, and drop email sequences. 7. Calendar Planning: Create and manage a monthly content calendar aligned with product launches, campaigns, events, and brand objectives, ensuring timely approvals and execution." 8. Research & Insights: Conduct in-depth research on financial markets, competitor offerings, and investor behavior to inform content. 9. Performance Review: Track content performance through analytics and tweak content for better engagement and conversions. 10. Editing & Proofreading: Review and refine content to ensure clarity, grammar, and tone consistency. 11. Collaborate Across Teams: Work closely with product, marketing, compliance, and design teams to ensure content accuracy and visual appeal. Skills: Proficient knowledge of MS Excel, PowerPoint, Word software. Excellent written and verbal communication skills. Should be Accurate and responsible Personality: Careful and diligent, even meticulous, with a good dose of common sense Efficient, effective, and organized in both the physical and digital worlds modestly confident and also personable, good-humored, and trustworthy Informal but 100% professional, while respecting traditional courtesy and good manners.

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Marwadi Financial Services

Marwadi Financial Services

Marwadi Financial Services

Financial Services

Ahmedabad

200 Employees

9 Jobs

    Key People

  • Jitendra Marwadi

    Founder & CEO
  • Kiran Marwadi

    Co-Founder
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Job Titles Overview

RM cum Dealer (2)
Branch Manager 1 Post(s) (1)
RM cum Dealer 1 Post(s) (1)
Branch Manager (1)