As a Sales Leader at Rurash Financials Pvt. Ltd., you will play a crucial role in driving the conversion of physical shares to demat accounts. Your responsibilities will include developing and implementing strategies to identify potential clients, generating leads through research, cold calling, and networking. You will be promoting and selling the company's demat account services to clients, emphasizing the ease and benefits of converting physical shares to demat. Achieving monthly and annual sales targets for physical to demat conversions will be a key objective. Client engagement is a pivotal aspect of this role, where you will educate clients on the advantages of holding shares in dematerialized form and guide them through the conversion process. Managing clients through the necessary documentation, procedures, and regulatory requirements for demat account opening will be essential. Addressing client queries promptly and ensuring a smooth transition from physical shares to demat accounts will be part of your daily tasks. Working closely with clients to understand their needs and providing personalized solutions will be integral to your success. To excel in this position, you should possess a Bachelor's degree in Finance, Business, Economics, or a related field. An MBA or other relevant advanced degree will be advantageous. A minimum of 4-6 years of experience in sales within the finance or securities industry is required. Proven experience in managing or driving physical to demat conversions or similar financial products is highly desirable. This role at Rurash Financials is a pure sales profile, emphasizing proactive client engagement, strategic sales leadership, and achieving conversion targets. If you are passionate about financial solutions, possess strong sales acumen, and enjoy building lasting client relationships, this opportunity is tailored for you. Join our dynamic team and be part of a leading fintech venture in India dedicated to enhancing investor wealth and creating lasting legacies.,
Company Description Rurash Financial Pvt. Ltd, a boutique investment advisory firm, provides tailored financial solutions to grow and preserve investors' wealth. We are transitioning to become a leading fin-tech venture in India. Our expertise spans wealth management and various asset categories, supported by strong relationships with partners like JM Financials and IndusInd Bank. With our service excellence, customized solutions, and accountability, we manage approximately INR 150 crore worth of assets for a diverse client base, including HNIs and Ultra HNIs. Role Description This is a full-time on-site role for a Team Leader - Bond Profile, located in Mumbai. The Team Leader will oversee and manage bond-related investment strategies, develop and maintain client relationships, and ensure the team meets performance targets. Daily tasks include conducting market research, analyzing bond markets, and providing investment recommendations. The role also involves mentoring and training team members, maintaining regulatory compliance, and collaborating with other departments to align investment strategies. Qualifications Strong knowledge in Bond Markets, Financial Instruments, and Investment Strategies Experience in Client Relationship Management and Customer Service Proficiency in Market Research, Financial Analysis, and Data Interpretation Leadership and Team Management skills Understanding of Regulatory Compliance and Financial Regulations Effective communication and interpersonal skills Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field Experience in the financial services industry is a plus Its a pure sales profile Looking for candidates from mumbai location only
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment ? Show more Show less
About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment Show more Show less
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities We are looking for a proactive and experienced HR professional to manage end-to-end HR operations and employee lifecycle. The role requires strong knowledge of HR processes, people management, and compliance to support organizational growth and foster a positive workplace culture. Key Responsibilities Recruitment & Onboarding Manage end-to-end recruitment process (sourcing, screening, interviewing, selection, and onboarding). Coordinate with department heads to understand manpower requirements. Conduct employee induction and ensure smooth joining formalities. Employee Engagement & Relations Develop and execute employee engagement initiatives. Act as a point of contact for employee queries and grievance handling. Promote a positive work culture aligned with company values. Performance Management Support implementation of performance appraisal systems. Track KPIs and assist managers in goal setting and reviews. HR Operations & Compliance Maintain employee records in HRMS. Handle attendance, leave, and payroll coordination. Ensure compliance with labor laws and statutory requirements (PF, ESIC, gratuity, etc.). Learning & Development Identify training needs in consultation with managers. Coordinate and track employee learning initiatives. Qualifications & Skills Bachelors / Masters degree in Human Resources, Business Administration, or related field. 36 years of experience in HR operations or generalist roles. Strong knowledge of HR policies, labor laws, and HRMS systems. Excellent communication, interpersonal, and problem-solving skills. Ability to handle confidential information with integrity. What We Offer Opportunity to work in a dynamic, growing organization. Exposure to diverse HR functions and strategic initiatives. A collaborative and supportive work environment. Show more Show less