Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Drive business growth by acquiring new clients and fostering long-term relationships. Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals. Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly. Achieve sales targets by generating revenue from new and existing clients. Continuously engage with clients to strengthen relationships and ensure satisfaction. Stay informed on the latest market trends, financial products, and regulatory changes. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Rutuja: 7796426801

Key Account Manager (KAM) Job Title: Key Account Manager (KAM) Location: Prabhadevi, Mulund, Borivali Job Type: Full-Time Roles & Responsibilities: Client Acquisition: Acquire 7-8 new clients per month from the open market. Cross-Selling: Promote third-party investment products (Mutual Funds, SIPs, Insurance). Revenue Generation: Drive revenue from all products offered to sourced accounts. SIP Targets: Achieve 5 SIPs per month, each worth Rs. 2000. Relationship Management: Build and maintain strong client relationships to ensure retention and growth. Preferred Candidate Profile: Experience: 6 months in sales (CASA, Insurance, Dmat, SIP, Mutual Funds). Skills: Strong communication, knowledge of the broking industry, and sales experience. Self-Motivated: Target-driven and results-oriented with the ability to handle key clients. Perks & Benefits: Salary: Fixed salary + attractive incentives. Additional Benefits: PF, insurance, and performance-based rewards. Rounds of Interviews: HR Round Sales Manager Round How to Apply: Call or send your CV via WhatsApp to HR Avdhut : 9822463775

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Role Designation: Investment Product Operation Department: Investment Product Operation Job Purpose: The role is responsible for overseeing and managing daily processes and activities related to bond transactions. This includes handling funds mapping, stock conversion, unit transfers, and maintaining accurate client details. Key Deliverables: 1. Handle daily processes associated with the product, including funds mapping, stock conversion, and unit transfers related to bond deals. 2. Maintain and update client details in the system by conducting due diligence and KYC checks for non-MOFSL clients. 3. Reconcile bank transactions and maintain MIS to be shared with respective stakeholders as per pre-defined frequencies. 4. Coordinate with stakeholders to ensure the smooth processing of bond transactions. 5. Maintain client and deal mapping in the system along with commission processing and sharing as per pre-defined periods. 6. Maintain and share daily MIS with the concerned team on a daily basis. 7. Identify process gaps and propose improvements for implementation in the process and system. Perks and benefits: 1. Educational Qualifications: Bachelor's degree Or Post Graduate in Finance or a related field. 2. Experience: Previous experience in bond transactions or a similar financial role. 3. Domain Knowledge: Strong understanding of financial products and bond transactions.

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Job Title : Relationship Manager Location : Mumbai (All Areas) Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371

The Senior MIS Executive / Data Analyst is responsible for managing, analyzing, and reporting key data to support business decision-making. This role involves developing and maintaining MIS reports, analyzing trends, and providing actionable insights to improve business performance. Key Responsibilities: Design and develop MIS reports, dashboards, and presentations for stakeholders. Maintain and update daily, weekly, and monthly reports to track business performance. Automate reporting processes to enhance efficiency and accuracy. Analyze large datasets to identify trends, patterns, and areas of improvement. Provide actionable insights based on data analysis to support business decisions. Collaborate with teams to define KPIs and monitor performance. Skills: Bachelors degree in Business, Statistics, Computer Science, or a related field. 35 years of experience in MIS, data analytics, or a related role. Experience in a similar industry (e.g., finance, IT, manufacturing) is preferred. Proficiency in Excel (advanced level, including VBA/Macros). Experience with data visualization tools like Power BI , Tableau , or similar. Knowledge of databases and query languages like SQL . Familiarity with statistical tools or programming languages like Python or R (optional but preferred).

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri 7796426785

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Borivali Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Rutuja: 7796426801

Key Deliverables: New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements: Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri-7796426785

Relationship Manager/Associate - Equity Dealer Job description Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Graduation is Mandatory. NISM 8 is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Mulund Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Sayali 91580 43197

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini: 9923656681

Job Title: Market Strategist Overview Our company is seeking a highly motivated and detail-oriented Quantitative Analyst to join our dynamic team. The successful candidate will be responsible for analyzing complex financial data, creating mathematical models, and providing quantitative support for investment and trading decision-making. Responsibilities Collect, cleanse, and analyze large financial datasets to uncover insights Develop and maintain statistical models to forecast market trends and inform investment strategies Conduct research and develop new mathematical models to improve investment processes Collaborate closely with the investment team to provide quantitative support for investment decisions Communicate complex financial concepts, models, and results to non-technical stakeholders in a clear and concise manner Qualifications Bachelors degree in CS/IT Engineering, Mathematics, Statistics or a related field Strong understanding of statistics and probability theory Hands-on experience with data analysis tools and programming languages such as Python, Machine Learning. Excellent communication and presentation skills, with the ability to simplify complex technical content for non-technical audiences We look forward to seeing how your skills can contribute to our growing team!

Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Drive business growth by acquiring new clients and fostering long-term relationships. Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals. Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly. Achieve sales targets by generating revenue from new and existing clients. Continuously engage with clients to strengthen relationships and ensure satisfaction. Stay informed on the latest market trends, financial products, and regulatory changes. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Saumya : 8263043709

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Shivaji Nagar, Pune Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Job Title : Relationship Manager Location : Mumbai, Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Job Title : Relationship Manager Location : Pune, Mumbai, Ahmedabad Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Sayali via WhatsApp 91580 43197