Profile: Relationship Manager Location: Rajkot Looking for Male Candidates Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Gujarati (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Immediate Requirement - Relationship Manager / BDE Demat selling - Cross selling of products Like SIP, Insurance, Demat, Mutual Fund Need to maintain relations with his clients and with the team members. Job Location: Borivali Mumbai Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives

Job Title: Territory Manager - Franchisee Business Department: Sales - Franchisee Acquisition Company: MOFSL Reporting To: Team Leader, Franchisee Business Job Purpose: Responsible for sourcing and acquiring new franchisees, managing existing franchisee relationships, driving business development, and ensuring smooth conversion and compliance processes within the designated territory. Key Responsibilities: Source and acquire new franchisees. Manage and develop relationships with existing franchisees. Drive business conversion and cross-sell investment products. Monitor franchisee revenue progress and conduct joint meetings. Ensure franchisee compliance with internal audits and statutory requirements. Resolve issues related to limits, payouts, and operational matters. Coordinate training for new franchisees and ensure smooth client onboarding. Role Requirements: Graduate/Post Graduate/MBA in Marketing. NISM Certification. 1+ years of experience in broking or BFSI sales. Knowledge of broking, capital markets, and banking. Strong communication skills and proficiency in MS Office. To schedule your interview send your CV through WhatsApp (number mentioned below) Saumya: 8263043709

Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Job Details Profile: Relationship Manager Location: Cochin ( Ernakulam ) Looking for Male Candidates Only. Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Kannada (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Knowledge of the execution of mutual funds Knowledge of direct equity (demat transactions market, ledger transfers) PMS/AIF execution Good written/verbal communication skill Knowledge of BSE platform ( its a add on, not mandatory)

Job Title: Recruiter Location: Pune, Bhandarkar Road Job Type: Full Time Experience Level: Entry-level/Mid-level Industry: BFSI Gender Eligibility : Male About the Role: We are seeking a dynamic and results-driven Recruiter to join our team. In this role, you will be responsible for sourcing, screening, and hiring top talent to meet the companys workforce needs. You will collaborate with hiring managers to understand job requirements and ensure a smooth and efficient recruitment process. Key Responsibilities: • Source candidates using job boards, social media, networking, and other recruitment strategies. • Screen resumes, conduct initial phone/video interviews, and assess candidates’ qualifications. • Coordinate and schedule interviews with hiring managers. • Build and maintain a strong pipeline of potential candidates for future hiring needs. • Manage the end-to-end recruitment process, from job posting to offer negotiation. • Ensure a positive candidate experience throughout the hiring process. • Utilize applicant tracking systems (ATS) to maintain and organize candidate data. • Stay updated on industry hiring trends and best practices. • Collaborate with HR and department heads to ensure talent acquisition aligns with business goals. • Conduct reference checks and assist in onboarding new hires. Required Skills & Qualifications: • Bachelor’s degree in Human Resources, Business Administration, or a related field. • Proven experience in recruitment, talent acquisition, or a similar role. • Strong communication and interpersonal skills. • Familiarity with various sourcing techniques (e.g., Boolean search, LinkedIn recruiting). • Experience using applicant tracking systems (ATS) and HR software. • Ability to multitask and work in a fast-paced environment. Only Male Candidates Preferred

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities: 1. Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2. DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving issues related to their DMAT accounts. Guide clients on using DMAT accounts for stock market investments and securities management. 3. SIP (Systematic Investment Plan): Advise clients on mutual fund investments through SIPs. Help clients set up and monitor their SIPs for long-term wealth generation. 4. Insurance Advisory: Offer personalized insurance solutions, including life, health, and general insurance. Ensure clients are adequately covered based on their financial profile and risk appetite

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & Responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications & responsibilities Candidates from NJ Wealth & Prudence Stock Broking will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel Preferred Individual Contributor IT Skills: MS Office and Business Intelligence Applications & responsibilities

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. • Experience of advising clients across all asset classes. • Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM (Preferred) or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 3 years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and othersources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams

Position: Secretary Designation: Senior Executive & Assistant Manager Location: Malad West (Mumbai) Role & responsibilities Manage calendars, schedule meetings, appointments, and events, and ensure timely reminders. direct inquiries to appropriate team members. Assist with travel arrangements, including booking flights, accommodations, and transportation for staff. Assist with various tasks as required, ensuring the smooth operation of the office. Draft, format, and send emails, memos, and other communications on behalf of the team. Preferred candidate profile Excellent written and verbal communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Thanks & Regards, Priya Vijaysingh Yadav

Branch Manager - Job description: Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA Revenue product wise, segment wise and Branch level Profit Resolve all back office issues and ensure smooth operations at the branch Adhere to agreed SLA's for the branch Monitor processes and suggest improvements based on contact with customers Recruitment, training and retention of manpower as per approval

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office