Job Summary: Were looking for a creative and social media-savvy intern who loves making short-form videos and understands how to turn complex finance topics into engaging Reels and YouTube Shorts. This role is perfect for someone who thrives on storytelling through visuals and wants to make a real impact in the fintech space. Key Responsibilities: Ideate, script, film, and edit short-form videos (Reels, YouTube Shorts) focused on personal finance, investing, and wealth tips. Stay on top of platform trends and incorporate viral formats, sounds, and hooks. Work closely with marketing and product teams to turn product features or insights into compelling visual content. Assist with on-screen or voiceover work if comfortable, or coordinate with creators/talent. Optimize content for reach and engagement, using captions, hashtags, and formatting best practices. Track performance analytics and propose creative improvements. _Strong interest in content creation, storytelling, and social media trends. Basic video editing skills using tools like InShot, Adobe suite or similar. Ability to simplify complex topics in a clear, fun, and engaging way. Creating content on Instagram, or YouTube. _
Job Summary: We are seeking a dynamic and results-oriented Salesperson to join our team in Wealth products. The ideal candidate will be responsible for driving sales, fostering client relationships, and expanding our market presence in this sector. Responsibilities: Client Acquisition & Management: Identify and onboard new clients through lead generation and networking. Build and maintain strong relationships with clients to ensure customer satisfaction. Sales & Revenue Generation: Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance, General Insurance, Loan (Home Loan, Personal Loan, Business Loan), Bond, AIF and PMS. Product Knowledge: Develop in-depth knowledge of wealth management products and services offered by the company. Stay updated on market trends and product changes to provide accurate information to clients. Consultative Selling: Understand client needs and recommend suitable investment options based on their financial goals. Provide after-sales service to ensure a seamless customer experience. Compliance: Ensure adherence to regulatory and company compliance requirements during sales processes. Market Insights: Stay informed about industry trends, competitor activities, and regulatory changes to identify new sales opportunities and market developments. Provide feedback to internal teams on market dynamics and customer preferences to inform product development and marketing strategies.
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Education- Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.
As an Equity Derivatives Dealer, you'll be responsible for executing and managing equity derivatives trades. Your role involves implementing trading strategies, monitoring market trends, and ensuring accurate trade execution. Compliance with regulations, effective risk management, and staying updated on market developments are crucial aspects of the role. You'll contribute to the organization's success by driving profitable trading activities while maintaining a strong focus on risk and compliance. Responsibilities: Execute the orders on behalf of clients. Confirmation of trade done by EOD. Daily processing & confirmation of trades. (Maintaining Excel Sheet) Punch orders for clients on NSE/ BSE terminals. (Experience in Odin Terminal) Monitor client exposure limits. Providing Pre Market and Post-Market confirmation. Solving queries of the customers. Responsible to ensure all activities are in adherence as per Compliance framework. Service existing clients and acquire new ones. Cross-sell additional financial products to expand client portfolios. Experience: Bachelors degree in finance, or a related field. Relevant certifications such as NISM Equity Derivatives (mandatory). 5-6 years of experience in equity derivatives dealing or trading. Strong knowledge of derivatives markets, options, futures, and risk management strategies. Proficiency in using the ODIN terminal for trade execution and monitoring. Advanced Excel skills, with the ability to use complex formulas for analysis and reporting. 1-2 years of Experience in cross-selling financial products
Job Responsibilities: 1. Client Acquisition & Relationship Management: Identify potential customers and guide them through the mortgage process, including home loans, loan against property (LAP), and other related products. Develop and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty. Regularly update clients on the status of their applications and manage any concerns or issues that arise. Achieve sales targets for mortgage products, ensuring profitability and quality business growth. 2. Sales & Cross-Selling: Proactively cross-sell other financial products such as personal loans, insurance, credit cards, and investment products like mutual funds and fixed deposits. Work closely with the internal sales and marketing teams to implement effective product promotions and campaigns. 3. Market Research & Competitor Analysis: Monitor market trends, competitor strategies, and customer preferences to continuously improve the product offerings and sales strategy. Provide insights on product enhancements and new opportunities based on client feedback and industry changes. 4. Compliance & Documentation: Ensure all necessary documentation for mortgage applications is collected and verified accurately to meet compliance requirements. Stay updated on the latest financial regulations and mortgage guidelines to maintain high standards of service and regulatory compliance. 5. Client Education: Educate clients about different mortgage options and the implications of various loan terms and interest rates. Provide financial planning advice to clients regarding mortgage repayment strategies and leveraging financial products for long-term financial health. Key Skills & Competencies: Strong knowledge of mortgage products and financial services (e.g., insurance, personal loans, investments). Excellent sales, negotiation, and client management skills. Ability to understand client needs and provide tailor-made financial solutions. Strong communication and interpersonal skills. Target-driven with a proactive approach to achieving sales goals. Good understanding of regulatory requirements and compliance standards. Self-motivated with the ability to work both independently and collaboratively within a team. Proficient in financial software tools (CRM) and MS Office (Excel, Word) Qualifications & Experience: Bachelors degree in Finance, Business, or a related field. Proven track record of meeting sales targets and cross-selling financial products.
Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship managers to resolve onboarding issues. Foster strong relationships with prospective clients to increase engagement and investment opportunities. Trade Execution & Processing: Process investment transactions across multiple asset classes, including but not limited to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Mortgage products and other financial instruments. Ensure accurate and timely order placement, confirmation, and settlement. Coordinate with fund houses, custodians, and clearing agencies for trade processing. Monitor and rectify failed or rejected transactions. Reconciliation & Compliance Management: Perform daily reconciliation of client transactions, holdings, and fund NAVs. Ensure all trades and investments comply with SEBI, AMFI, and other regulatory guidelines. Maintain adherence to company policies and risk management frameworks. Ensure proper audit trails and documentation for regulatory inspections. Client Servicing & Support: Address client queries regarding transactions, holdings, fund performance, and portfolio updates. Provide investment reports, periodic account statements, and other relevant details. Coordinate with RM/Wealth Advisors to provide seamless support. Manage requests related to redemptions, switches, and systematic transactions (SIP/STP/SWP). Reporting & Documentation: Generate MIS reports for management on client portfolios, transactions, and revenue analytics. Maintain detailed records of client interactions, transactions, and compliance documents. Prepare regulatory filings and investor communications as required. Ensure timely reporting of commissions, AUM status, and revenue tracking for distributors. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations.
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.
Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding processes, including documentation, compliance verification, and training. Conduct product and sales training to enhance distributor capability and drive product penetration. 2. Cross-Selling & Portfolio Growth: Identify and implement cross-sell opportunities within the existing partner network across financial products. Drive increased wallet share from existing partners through strategic relationship management and education. 3. Market Expansion: Analyze market trends and competitor activities to identify new business opportunities. Provide insights on product enhancements and new opportunities based on client feedback and industry changes. 4. Relationship Management: Build and maintain strong, long-term relationships with distribution partners to ensure loyalty and sustained business growth. Act as a primary point of contact for partner support, performance reviews, and engagement initiatives. Deliver consistent partner communication, performance insights, and growth plans. Continuously optimize sales processes to improve partner performance and revenue contribution. 5. Compliance & Risk Management: Ensure all partner activities comply with regulatory and internal policies. Keep distribution partners informed and compliant with evolving regulations and internal standards. Candidate Profile 1. Bachelors degree in Finance, Business, or a related field (MBA preferred). 2. Strong understanding of financial products including mutual funds, insurance, loans, and investments. 3. Proven experience in distributor onboarding and cross-sell strategy execution. 4. Excellent communication, negotiation, and interpersonal skills.
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations.
Responsibilities: Develop and execute a comprehensive social media strategy to increase brand awareness and engagement. Create and curate engaging content for various social media platforms, including but not limited to Instagram, Facebook, Twitter, LinkedIn etc. Monitor trends in social media tools, applications, channels, design, and strategy and incorporate them into our strategy as appropriate. Collaborate with the business development team to ensure social media content aligns with overall marketing goals and campaigns. Stay up-to-date with social media best practices, algorithm changes, and industry trends. Manage social media advertising campaigns, including budget management, targeting, and optimization. Implement and manage social media contests, giveaways, and other promotional activities. Stay informed about our industry, competitors, and market trends to identify opportunities for growth and improvement. Monitor and respond to online reviews and customer feedback in a timely and professional manner.
We are looking for a creative and results-driven Social Media Content Creator to join our team. The ideal candidate will be responsible for developing and executing compelling social media content strategies that effectively communicate our brand values, engage our audience, and drive awareness and adoption of our financial products and services. Content Strategy and Planning: Develop and execute a content calendar for social media platforms (LinkedIn, Instagram, Twitter, YouTube, Facebook, etc.). Content Creation: Create visually appealing and engaging content, including posts, videos, reels, infographics, and stories tailored to each platform. Brand Voice and Storytelling: Maintain a consistent tone of voice across all platforms. Simplify financial jargon into content that resonates with diverse audiences. Analytics and Optimization Monitor social media performance using analytics tools and generate regular reports. Identify trends, track engagement metrics, and optimize content strategies accordingly. Trend Awareness: Stay up-to-date on social media trends, algorithm changes, and platform updates. Experiment with new formats, tools, and techniques to enhance audience engagement. Community Engagement Respond to comments, messages, and queries across platforms promptly. Build and nurture an online community around the companys financial products.
As an Equity Derivatives Dealer, you'll be responsible for executing and managing equity derivatives trades. Your role involves implementing trading strategies, monitoring market trends, and ensuring accurate trade execution. Compliance with regulations, effective risk management, and staying updated on market developments are crucial aspects of the role. You'll contribute to the organization's success by driving profitable trading activities while maintaining a strong focus on risk and compliance. Responsibilities: Execute trades efficiently across various accounts, ensuring minimal slippage and optimal trade execution. Monitor exposure limits at each account level, ensuring compliance with risk management policies and internal limits. Maintain accurate and thorough records of all trades, ensuring full compliance with company policies and regulatory requirements. Monitor and manage multiple accounts, switching seamlessly between them as needed to provide timely execution and updates. Provide ongoing account management, including account reconciliation, trade confirmations, and regular reporting. Use advanced Excel functions to analyze data, prepare reports, and model trade scenarios. Coordinate with the risk management team to ensure appropriate hedging strategies are in place. Provide regular ledger balance updates and account reconciliation to management. Use the ODIN terminal proficiently for trade execution, monitoring, and reporting. Stay updated with market trends, regulatory changes, and best practices in derivatives trading. Experience: Bachelors degree in finance, or a related field. Relevant certifications such as NISM Equity Derivatives (mandatory). 5-6 years of experience in equity derivatives dealing or trading. Strong knowledge of derivatives markets, options, futures, and risk management strategies. Proficiency in using the ODIN terminal for trade execution and monitoring. Advanced Excel skills, with the ability to use complex formulas for analysis and reporting. Experience in providing ledger balance details and account management insights to senior management. Attention to detail in executing and recording trades. Ability to work effectively under pressure in a fast-paced trading environment. Ability to work effectively under pressure in a fast-paced trading environment. _
Position Overview: As an Accounts and Finance Manager, you will lead the financial activities and accounting functions within our organization. Your role involves overseeing financial reporting, budgeting, forecasting, and ensuring compliance with accounting regulations. You will also contribute to strategic financial decision-making and provide essential financial analysis to support our business objectives. Responsibilities: Ensuring accurate recordings of all the income and expenses in the books of accounts Monitor and analyze working capital components, including receivables, payables, and inventory. Perform bank reconciliations and ensure the accuracy of financial transactions. Monitor budget performance and analyze variances, providing explanations and recommendations for corrective actions as needed. Coordinate with internal and external auditors during audit processes. Provide support during tax preparation and filing, including GST compliance and payroll processing. Monitor and analyze financial performance against key performance indicators (KPIs). Perform profitability analysis on products, projects, and business units. Manage cash flow to ensure liquidity needs are met and optimize cash utilization. Manage relationship and requisite documentation with bankers, vendors, customers etc Handle Legal/Statutory Compliances such as Sales Tax, Service Tax, Excise, VAT, and GST. Stay updated on changes in accounting standards, tax laws, and regulations affecting the organization. Collaborate with cross-functional teams to support business objectives. Identify trends, risks, and opportunities, providing actionable insights to management. Provide guidance on complex financial matters. Identify opportunities for process improvements and implement best practices.
Job Responsibilities: * Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs. * Identify and cultivate new business opportunities, expanding our client base and generating revenue. * Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations. * Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals. * Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs. * Attend networking events and industry conferences, representing the company and fostering new connections. * Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly. Requirements: * With a minimum of 2-5 years of experience in loans sales or relationship management. *Proven track record in loans sales, with a strong understanding of both personal and corporate loans. *Excellent interpersonal and communication skills, with the ability to establish trust and rapport with clients. * Experience in evaluating loan applications and assessing credit risk. * Strong analytical, problem-solving, and decision-making skills. * Self-motivated with the ability to work both independently and collaboratively within a team. * Familiarity with industry regulations and compliance standards.
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.
Company Overview: We are one of Indias fastest-growing Solar EPC companies, delivering turnkey solar power solutions across industrial, commercial, and institutional sectors. With an established presence in over 5 states, we have successfully commissioned a wide range of rooftop and ground-mounted solar projects. Our mission is to accelerate the transition to clean energy through innovation, engineering excellence, and strong partnerships with both government and private stakeholders. Our team is driven by impact, sustainability, and a vision to power a greener future. Key Responsibilities: Business Development & Relationship Management: Identify and develop new business opportunities in both government and private sectors. Build and maintain strong relationships with key stakeholders in ministries, public sector undertakings, state nodal agencies, and private corporates. Understand client needs and align company offerings to secure new solar EPC contracts. Tendering & Bid Management: Monitor and evaluate RFQs/RFPs from government departments, DISCOMs, and private clients. Lead end-to-end preparation of tender submissions, including technical documentation, compliance checklists, and pricing proposals. Coordinate with internal engineering, procurement, and finance teams for timely bid submissions. Prepare detailed financial models and commercial proposals aligned with project viability and company margins. Presentations & Client Engagement: Create and deliver compelling presentations for business pitches, tender evaluations, and pre-bid meetings. Participate in client discussions, clarify technical/commercial queries, and negotiate contracts. Liaisoning & Regulatory Coordination: Act as the companys liaison with relevant government departments, DISCOMs, and regulatory authorities. Ensure compliance with applicable norms, certifications, and regulatory frameworks for solar EPC projects. Preferred Profile: Bachelors or Masters degree in Engineering, Business, or Finance. Experience reading and responding to government and private sector tenders. Candidates who have previously worked in the credit or project finance department of a bank will be preferred. Strong analytical and financial modeling skills. Excellent communication, negotiation, and stakeholder management abilities.
We are seeking a skilled Technical Analyst & Chartist with a deep understanding of price action, chart patterns, and technical indicators tgenerate high-conviction trade ideas across equities, derivatives (F&O), and other asset classes. The ideal candidate will analyze historical price data, market trends, and volume action tforecast short-term and medium-term movements in stock prices, and assist traders in making informed decisions. Key Responsibilities: Chart Analysis : - Analyze candlestick patterns, trendlines, and chart formations (head & shoulders, triangles, flags, etc.). Identify key support, resistance, and pivot zones using historical data. Technical Indicators : - Apply indicators like RSI, MACD, Bollinger Bands, Fibonacci retracements, moving averages etc. Detect trend reversals, breakouts, and divergences using momentum and volume studies. Trade Idea Generation : - Create intraday, short-term, and positional trade setups with entry, target, and stop-loss levels. Classify setups based on risk-reward and confidence level. Market Commentary & Reports : - Prepare daily pre-market and post-market technical commentaries. Identify weekly outlooks and sectoral/stock-specific research notes. Charting Tools & Software : - Proficient in usage of Use tools like Trading View, Charting etc or similar for real-time analysis. Maintain template layouts and custom indicators as per trading strategies. Back-testing & Strategy Evaluation : - Perform back testing of technical strategies using historical price data. Record win/loss ratios, average returns, and drawdowns of past recommendations. Volume & Derivatives Data Analysis : - Track price-volume breakouts and open interest changes in futures & options. Use F&data (PCR, IV, Max Pain) support directional bias. Global & Intermarket Monitoring : - Monitor global indices, commodities, and currencies for correlation. Factor in macroeconomic releases and global news impacting technical levels. Team Communication : - Present views internal team. Provide quick technical insights during market hours when needed. Education : - Bachelors degree in finance, Economics, Business, or a related field Proven experience as a Technical Analyst in Indian stock market. Proficiency in technical analysis software and tools High level of attention detail and accuracy. Strong organizational and time management skills. Familiarity with SEBI regulations and compliance requirements.
Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgages, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Client Acquisition & Relationship Management : - Identify, acquire, and manage retail and HNI clients for various financial products. Conduct need analysis and recommend appropriate financial solutions to clients. Maintain strong, long-term relationships with clients, ensuring high satisfaction and retention. Act as a trusted advisor, providing updates on product performance and market insights. Partner Onboarding & Engagement : - Identify and onboard new distribution partners including IFAs, brokers, insurance agents, and wealth managers. Train partners on product features, compliance guidelines, and selling techniques. Develop engagement programs to keep partners motivated and aligned with business goals. Sales & Business Development : - Drive revenue growth across product lines through targeted sales and marketing strategies. Develop and execute cross-sell and upsell campaigns across the client and partner base. Expand market penetration by identifying new geographies, segments, and opportunities. Meet and exceed sales targets and performance metrics. Market Intelligence & Strategy : - Keep abreast of industry trends, competitor activities, and regulatory changes. Provide feedback to the product and marketing teams to refine offerings and go-to-market strategies. Use data and analytics to identify growth opportunities and optimize conversion rates. Experience : - Proven track record in sales/business development in financial services. Strong network of clients and/or channel partners within the financial product ecosystem. 28 years of experience in financial services sales/business development, preferably in Banks, AMCs insurance, or wealth management role. Education : - Bachelors degree in Finance, Business Administration, or related field (MBA/CFP preferred).
The Equity Derivatives Dealer will be responsible for executing trades, managing multiple accounts, ensuring accurate trade recording, and mitigating risks in line with market and company guidelines. The role demands a strong understanding of derivatives trading, advanced risk management capabilities, and proficiency in handling large data sets using Excel. In addition to trading responsibilities, the role will involve client interaction and sales-related activities, including identifying trading opportunities for clients and supporting client acquisition and retention strategies. Responsibilities Execute trades efficiently across various accounts, ensuring minimal slippage and optimal trade execution. Monitor exposure limits at each account level, ensuring compliance with risk management policies and internal limits. Maintain accurate and thorough records of all trades, ensuring full compliance with company policies and regulatory requirements. Monitor and manage multiple accounts, switching seamlessly between them as needed to provide timely execution and updates. Provide ongoing account management, including account reconciliation, trade confirmations, and regular reporting. Use advanced Excel functions to analyze data, prepare reports, and model trade scenarios. Coordinate with the risk management team to ensure appropriate hedging strategies are in place. Provide regular ledger balance updates and account reconciliation to management. Use the ODIN terminal proficiently for trade execution, monitoring, and reporting. Stay updated with market trends, regulatory changes, and best practices in derivatives trading. Engage in sales and client-facing activities, including identifying client needs, presenting derivative products, and contributing to revenue generation. Support client acquisition and relationship management efforts through regular communication and market insights.
We are seeking a highly skilled and motivated Technical Analyst to join our team. The ideal candidate will have a strong understanding of technical analysis tools and techniques, as well as a deep knowledge of the Indian stock market. The Technical Analyst will be responsible for analyzing market trends, generating trading strategies, and providing actionable insights to our clients. Market Analysis: o Conduct in-depth technical analysis of the Indian stock market, including equity, derivatives, and other financial instruments. o Utilize various technical indicators, chart patterns, and oscillators to identify trends, reversals, and trading opportunities. o Analyze historical price movements and volume patterns to forecast future market behavior. Trading Strategies: o Develop and implement trading strategies based on technical analysis to maximize returns and manage risk. o Perform back-testing and forward testing of trading strategies to evaluate their performance and robustness. o Adjust and refine strategies based on market conditions and feedback. Reporting: o Prepare and present detailed market analysis reports, including daily, weekly, and monthly updates, to clients and internal stakeholders. o Create visual aids such as charts, graphs, and tables to support analytical findings. o Write comprehensive market commentary and insights to keep clients informed about market developments. Market Monitoring: o Monitor and interpret market news, events, and economic data to assess their impact on market trends. o Provide real-time market insights and recommendations to internal stakeholders. o Assess and manage risks associated with investment strategies, including volatility, liquidity, and market fluctuations. o Implement risk management techniques and stop-loss mechanisms to protect client portfolios from adverse market movements. o Stay updated with the latest developments in the Indian stock market and technical analysis methodologies. Collaboration: o Collaborate with the research team to integrate technical analysis with fundamental research. o Work closely with other departments, including compliance, risk management, and IT, to ensure seamless operations. Continuous Improvement: o Continuously enhance technical analysis techniques and tools through research and development. o Attend industry conferences, seminars, and training programs to stay abreast of the latest trends and technologies.
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