Job Description We are seeking a dynamic and experienced Equity Dealer to join our team. This role combines the responsibilities of both a traditional equity dealer and back office work, a sales professional, requiring a strong understanding of the equity markets, excellent communication skills, and a proven track record of success. Key Responsibilities: Trading: Execute buy and sell orders on behalf of clients, ensuring optimal pricing and timely execution. Monitor market trends, economic indicators, and company news to identify trading opportunities. Develop and implement trading strategies to maximize returns and minimize risk. Manage risk exposure through effective position sizing and hedging techniques. Sales: Build and maintain strong relationships with clients, including institutional investors, high-net-worth individuals, and retail clients. Proactively identify and pursue new business opportunities. Conduct market research and analysis to generate investment ideas and recommendations. Prepare and present compelling sales pitches and investment proposals. Provide excellent client service, including timely responses to inquiries, accurate trade confirmations, and regular portfolio reviews. Back Office: - Process client account openings with KYC and regulatory compliance. - Handle account modifications (e.g., bank details, contact updates). - Facilitate account shifting and closure requests. - Manage reactivation of dormant accounts per protocols. - Verify, collect, and file client documentation accurately. - Maintain and update client records in back-office systems. - Ensure compliance with SEBI, KYC, and AML regulations. - Resolve discrepancies in documentation or account status. - Generate reports on account activities as required. Qualifications and Skills: Bachelor's degree in finance, economics, or a related field. Strong understanding of equity markets, including stocks, options, and derivatives. Proven track record of success in equity trading and/or sales. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work under pressure and meet tight deadlines. Proficiency in trading platforms and software. Strong knowledge of regulatory compliance and risk management.
Job description - We are looking to hire a junior accountant with an analytical mind and fantastic organizational skills. Junior accountants are expected to be detail oriented, have strong problem-solving skills, work comfortably under pressure and deliver on tight deadlines. To ensure success, Junior accountants should be critical thinkers, proficient in math and accurate with a solid understanding of account and financial reporting principles and practices. Top candidates will have outstanding report writing skills with the ability to work on their own initiative and as part of a team. Junior Accountant Responsibilities: Analyze financial information and prepare balance sheets. Coordinate with management and staff to prepare budgets. Ensure compliance with organizational guidelines and procedures, and federal and state regulations. Resolve account payable and receivable issues or queries. Accurately perform daily reconciliations of cash, check and credit card transactions, and tally and file invoices. Comply with Generally Accepted Accounting Principles (GAAP) for financial statements. Assist in financial and tax audits, and general ledger preparation. Prepare income tax returns and corporate reporting requirements. Develop monthly financial statements that include cash flow, profit and loss statements, and balance sheets. Complete end of month close procedures.
About Omega Financial Omega Financial Pvt. Ltd. is a growing financial services organization committed to offering accessible and affordable financial products to customers across India. As we expand our reach in Chhattisgarh, we’re looking for passionate individuals to help us deliver product knowledge and brand awareness directly to our teams and our customers. Position Summary We are seeking a field-based Trainer who will be responsible for visiting every Omega Financial location across the Chhattisgarh region to train employees and educate customers about our products and company values. The ideal candidate will have a strong background in training, a good understanding of financial services, and a people-first approach to building product and brand awareness at the grassroots level. Key Responsibilities Visit all Omega Financial branches and customer touchpoints in Chhattisgarh to conduct on-ground training and awareness sessions. Educate both staff and customers about Omega Financial’s products, services, benefits, and usage. Deliver structured and engaging sessions in simple language, adapted to the local context and audience. Conduct group meetings, workshops, and local campaigns to create awareness about financial products and company values. Coordinate with branch teams to schedule customer awareness drives and community outreach sessions. Provide product knowledge training to frontline employees to ensure accurate and effective customer communication. Collect feedback from customers and employees to improve training content and methods. Maintain detailed records of visits, sessions conducted, attendance, feedback received, and areas of improvement. Represent Omega Financial’s brand in the field and build trust among customers through consistent messaging and presence. Eligibility Criteria Education: Graduate in any discipline (Preferred: Commerce, Finance, Marketing, or Social Work) Experience: Minimum 2 years of experience in training, community engagement, customer education, or financial literacy programs Experience in NBFCs, banking, or financial inclusion programs is an advantage Skills Required: Excellent communication and public speaking skills Strong knowledge of financial products (loans, insurance, savings, etc.) Ability to engage both employees and diverse customer groups Proficiency in MS Office (PowerPoint, Word, Excel) Fluent in Hindi and English; Chhattisgarhi or other regional languages preferred Willingness to travel extensively across urban and rural locations Key Attributes Confident field communicator Passion for financial education and awareness High integrity and professionalism Organized and self-motivated Empathetic and approachable What We Offer A meaningful role in increasing financial literacy and brand reach Competitive compensation with travel allowances Opportunity to work closely with communities and frontline teams Growth path in Training, CSR, or Field Development roles\
Job description We are looking for a versatile and highly-organized “administrator assistant” to perform personalized administrative duties for senior management. In this role, you will be responsible for scheduling meetings, taking notes, and handling correspondence on behalf of managers. You may also be required to make travel arrangements and assist with other duties when required 1. Manage Executive Desk a. Help organize and manage internal and external communication for the Directors. These activities include managing their calendar, emails, quarterly employee newsletter, social media handles etc. b. Help organize and manage financial approvals & other approvals to enable smooth operations. This also includes studying, organizing & tagging all required information and reports for signatures and approvals. c. Support Directors by recording Minutes of Meetings, organize and track action items to closure with internal teams and consultants. 2. Act as the point of contact for all employees (Bhilai & Dongargarh),providing support on all administrative needs including travel, reimbursements, IT assets and handling their queries and requests. 3. Identification and Management of facilities of all Omega Financial offices. 4. Liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of meetings and other specialized documentation. Responsibilities and Duties • Managing Executive Desk Organization and maintenance of the CEOs calendar using a high level of integrity and Confidentiality. Prepare reports and presentations with statistical data, as assigned. Manage CEO & Directors Calendar, emails, quarterly employee newsletter, social media Handles etc. Organize and handle internal approvals for CEO and other directors • Employee oriented Administration Arrange Domestic and international travel and accommodations including VISA. Arranges and coordinates travel schedules and reservations when required, and prepares Itinerary. Employee reimbursements etc. • Facility Management & office management Manage office supplies stock and place orders Prepare regular reports on expenses and office budgets Organize a filing system for important and confidential company documents Facility Management including Maintenance and updating of company assets databases Distribute and store correspondence (e.g. letters, emails and packages) Book meeting rooms as required. • Main duties include managing office stock, preparing regular reports (e.g. expenses and office Budgets) and organizing company records. • Schedule in-house and external events
JOB DESCRIPTION FOR BUSINESS DEVELOPMENT EXECUTIVE/ MANAGER: Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund and other financial products Responsibilities and Duties - Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile - Selling Mutual Fund/ fixed deposits/health insurance/life insurance/portfolio management services/others - Responsible for building AUM and revenue generation as per company benchmarks - Responsible for meeting cross sales targets - Ensuring high quality service and key Customer Relationship Management - Comply with KYC/SEBI rules, regulations and legislation Required Experience, Skills and Qualifications Qualification : Graduate/ Post Graduate/ MBA Strengths :- - Good verbal/written communication – both English and hindi
About the Company: Omega Financial Company is a growing financial services provider in Bhilai, offering a range of solutions including loans, investment planning, and wealth management. We are committed to delivering reliable financial assistance and excellent customer service. Job Description: We are looking for a Receptionist cum Telecaller to be the first point of contact for our clients and to assist in managing customer communication via phone and front office operations. The ideal candidate will be responsible for handling inbound and outbound calls, event-based call campaigns, and collecting feedback from clients. Key Responsibilities: Reception Duties: Welcome and attend to visitors/clients at the front desk. Handle walk-in queries and route them to the concerned department. Maintain front desk area and coordinate appointments. Telecalling Duties: Make outbound calls for product promotion, events, and customer follow-ups. Handle inbound customer queries and provide accurate information. Conduct feedback calls to clients post-service or event. Maintain records of calls and customer interactions in the CRM. Requirements: Minimum qualification: Graduation preferred. Prior experience in a receptionist or telecalling role is a plus. Good communication skills in Hindi and basic English. Comfortable with outbound calling and following call scripts. Basic computer knowledge (MS Excel, CRM, etc.). Friendly, professional, and customer-oriented attitude. Job Type: Full-time Benefits: Health insurance Provident Fund Schedule: Day shift
Job description We are looking for a motivated and experienced Relationship Manager to join our team! As a Relationship Manager, you will be responsible for maintaining strong relationships with our customers. You will communicate with our customers in a professional and courteous manner, as well as resolving customer issues and complaints. Relationship Manager duties and responsibilities Managing relationships with customers Conducting customer interviews Identifying and communicating customer needs Ensuring customer satisfaction Resolving customer issues and concerns Developing and implementing marketing strategies to grow the customer base
Job description: CSE Job Description Customer service representatives are often a client’s primary point of contact with a company. The duties and responsibilities of a CSR include managing incoming calls and customer service inquiries, generating sales leads that develop into new customers, and identifying and assessing customer needs to achieve satisfaction. The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to answer customer questions or resolve complaints. CSE Responsibilities: •Manage large amounts of incoming phone calls •Generate sales leads •Identify and assess customers’ needs to achieve satisfaction •Build sustainable relationships and trust with customer accounts through open and interactive communication •Provide accurate, valid and complete information by using the right methods/tools •Meet personal/customer service team sales targets and call handling quotas •Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution •Keep records of customer interactions, process customer accounts and file documents •Follow communication procedures, guidelines and policies •Take the extra mile to engage customers CSE Requirements: Bachelor’s degree or experience related field. Proven customer support experience or experience as a Client Service Representative Track record of over-achieving quota Strong phone contact handling skills and active listening Familiarity with CRM systems and practices Customer orientation and ability to adapt/respond to different types of characters Excellent communication and presentation skills Ability to multi-task, prioritize, and manage time effectively Job Type: Full-time Benefits: Cell phone reimbursement Health insurance Leave encashment Paid sick time Ability to commute/relocate: Nehru Nagar East, Bhilai,, Durg - 490020, Chhattisgarh: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: Customer service: 1 year (Preferred) total work: 1 year (Required) Language: English (Required) Hindi (Preferred)
Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life ,health and general insurances Responsibilities and Duties Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families. - Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile - Selling health insurance/life insurance/ general insurance services and insurance related product & services - Responsible for building AUM and revenue generation as per company benchmarks - Responsible for meeting & crossing sales targets - Ensuring high quality service and key Customer Relationship Management - Comply with KYC/ IRDAI rules, regulations and legislation Required Experience, Skills and Qualifications Qualification : Post Graduate/ MBA Strengths :- - Good verbal/written communication – both English and hindi - Product knowledge Result oriented - Prospecting and closing skills Technical skills :- - Good working knowledge in MS-OFFICE - Effective PPT presentations in POWERPOINT - Internet savvy JOB DESCRIPTION FOR BUSINESS DEVELOPMENT EXECUTIVE/ MANAGER: Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund and other financial products Responsibilities and Duties - Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile - Selling Mutual Fund/ fixed deposits/health insurance/life insurance/portfolio management services/others - Responsible for building AUM and revenue generation as per company benchmarks - Responsible for meeting cross sales targets - Ensuring high quality service and key Customer Relationship Management - Comply with KYC/SEBI rules, regulations and legislation Required Experience, Skills and Qualifications Qualification : Graduate/ Post Graduate/ MBA Strengths :- - Good verbal/written communication – both English and hindi - Product knowledge - Result oriented - Prospecting and closing skills Technical skills :- - Good working knowledge in MS-OFFICE - Effective PPT presentations in POWER POINT - Internet savvy
Job description We are looking for a motivated and experienced Relationship Manager to join our team! As a Relationship Manager, you will be responsible for maintaining strong relationships with our customers. You will communicate with our customers in a professional and courteous manner, as well as resolving customer issues and complaints. Relationship Manager duties and responsibilities Managing relationships with customers Conducting customer interviews Identifying and communicating customer needs Ensuring customer satisfaction Resolving customer issues and concerns Developing and implementing marketing strategies to grow the customer base