- Talent Acquisition - Develop a pool of qualified candidates across assigned region. - Handling employee queries/grievances and ensure solution within desired frame of timeline. - Submission of on boarding documents of new joiner for further processing within the defined TAT. - Achieve the assigned targets of conducting MID Term review with employees and the managers - Contribute and ensure smooth execution of employee engagement activity and learning and development activity / initiative as per company calendar. - To maintain data related to HR activities and recruitment Contributing Responsibilities - Interact with branch employees through weekly / monthly calls. - To maintain healthy relations with sourcing partners. - To make the new joiners feel comfortable on day 1 of joining, - To help new joiners understand company policy and process during their initial days of joining. - Ability to ensure compliance as per organizational requirements. Preferred candidate profile - Minimum Graduate, Postgraduate from Reputed Business School - At least 5 years of experience in any SME as an executive HR- Good to Excellent MS office skills (specially excel) - Candidate having experience into HR from BFSI, NBFC, Wealth Management background can be an advantage. Relevant candidates kindly share updated resume on Lakshmi.Veliath@sharekhan.com with Subject -"Regional HR - Pune". / "Regional HR - Mumbai"

Role & responsibilities Candidates need to handle customer calls and Sharekhan research ideas to clients Place orders in client's account with proper authentication Initiates Sharekhan research ideas to the clientsNeed to be updated with market news, financial trends, and current affairs Need to do outbound calls after-market hours of reactivation customers Preferred candidate profile Graduate with basic Market knowledge Good knowledge of the financial service industry Good communication skillsNISM 8 Certified Interested candidate can share their updated CVs at neha.singh@sharekhan.comor can directly connect on 8655403320

Role & responsibilities Responsible for generating brokerage and activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of marketResponsible for Handling HNI Clients tooCoordinating with clients for their daily trades in equity/FNOHelp customers to Execute trade online and place orders on behalf of customers.Making confirmation of orders and trades done during the day to clients.Advising clients of Sharekhan research and information regarding the market condition.Acquiring new clients through existing clients referrals.Activating inactive clients through regular follow up.Regularly following-up with clients and handling their queries.No false commitment to the clients.Preferred candidate profile Good Communication skillsGraduataion is a mustNISM 8 certificate is mandatoryFresher with NISM 8 certification can apply Experienced candiadate from broking background Interested candidate can share their updated CV on neha.singh@sharekhan.comOr can directly connect on 8655403320

Role & responsibilities Monitoring of daily operational activities.Resolution of queries from Clients / Branches / Business Partners.Coordination with different departments/Vendors and ensuring timely processing of trade transactions.Performing User Acceptance Testing of System developed and ensuring technical issues are resolved.Resolving the audit queries and ensuring closure of audit observationsHandling the exceptional queries with due care and attentionSuggest and improvise the existing processes to strengthen and improve TATReporting Issues to OPC.Mutual fund order rejection reason analysis.Preferred candidate profile Working knowledge of the mutual fund back office operations.Analytical and logicalGood market understanding and well networked in the marketComplete knowledge about the transactions / products he and his team is handling.

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.Provide personalized investment solutions through mutual funds, PMS, and other financial products.Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams.Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services.Monitor market trends and economic indicators to provide expert advice on portfolio management.

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)Interested Candidates can also directly connect with the Recruiter on given below contact details.Recruiter's Contact no. - 8655744351

JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS)About Business line/Function:Super Investor team is responsible for servicing and growing the Super Investor client segment. Super Investorsare defined as those clients having a total relationship between 20 lakhs to 2 crores with Sharekhan and whoare not active traders. The Investment Specialist (IS) / Senior Investment Specialist (Sr.IS) is the Single PointOf Contact (SPOC) for a set of Super Investor clients. As the SPOC for the defined set of clients, the IS / Sr.IS is responsible for meeting asset gathering and revenue targets through identifying and meeting the financialneeds of the clients. The IS / Sr. IS is the key person responsible for the delivery of the value proposition of thesegment to his clients. To enable the IS / Sr. IS meet the diverse financial needs of the client all products ofSharekhan shall be available on offer through the Super Investor. Additionally, the IS / Sr. IS shall be supportedwith an Portfolio Expert (PE) and other product experts to guide him / her on an ongoing basis. The IS / Sr. ISshall report into the Regional Head / Territory manager of the Super Investor segment, the IS / Sr. IS shall alsohave a dotted line reporting to the Branch Manager (BM) of the branch that these clients belong to. Job Title: Investment Specialist /Sr. Investment Specialist Date:Department: Super Investor Location: Branch / Regional Office Sub Department Reports to:(Direct) Regional Head /Territory Manager SI Grade:(if applicable) M1 (Functional) People ManagementResponsibility(Y/N) N Number of DirectReportees: NAPosition PurposeAs an IS / Sr. IS, your primary responsibility is to garner asset and generate revenues for the Super Investorclient segment by offering asset gathering products like Mutual Funds (Lumpsum and SIP), PMS, AIF,Investiger, Corporate Fixed Deposits, trading and lending products, helping client trade better volumes with thehelp of education driven products and providing protection driven products along with other financial productswithin Sharekhan as well as third party product providers. You will be responsible for cross-selling to the existingcustomer base of Sharekhan as well as acquiring new customers for the organization. As an IS / Sr. IS, yourprimary objective will be asset gathering and wallet expansion of the client. The IS / Sr. IS will also be responsiblefor making clients eligible for upgrades to other segmentsResponsibilitiesDirect ResponsibilitiesThe main responsibility of this channel is to gather assets by offering bouquet of products like asset gatheringinstruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financialproducts introduced from time to time along with revenue of broking, education, interest-oriented instruments toexisting clients of Super Investor segment at Sharekhan either through face-to-face situations or throughtelephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible forincentives in addition to fixed salary.JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Contributing Responsibilities• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.• Responsible for growing revenues of broking, lending products and Sharekhan Education products• Add new to SK customers.• Ensure connect with all mapped Super Investor clients.• Increase the AUM, SIP Flow & Revenue from the mapped book.Technical & Behavioral Competencies• Strong communication & written skills• Fluency in local language is an added advantage.• Excellent interpersonal skills and must be a team player.• Must be process oriented and must be willing to learn and adapt.• Highly self –motivatedSpecific Qualifications• Graduate in any stream with basic knowledge of financial markets across differentproduct lines.• Certifications required for offering various trading, insurance and asset products.Skills preferred: Prior work experience of equity broking, insurance and mutual fundsthrough working for a broking, asset management or bank is desirableBehavioral Skills: (Please select up to 4 skills)Ability to deliver / Results drivenCommunication skills - oral & writtenClient focusedAbility to synthetize / simplifyTransversal Skills:(Please select up to 5 skills)Ability to develop and leverage networksAbility to understand, explain and support changeAbility to develop and adapt a processAbility to inspire others & generate people's commitmentAbility to manage / facilitate a meeting, seminar, committee, trainingEducation Level: Bachelor Degree or equivalentExperience Level: At least 3 Years for IS and At least 5 years for Sr. ISOther/Specific Requirements (if any)JOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Key Performance Indicators (KPI)Super Investor - Investment Specialists / Senior Investment Specialists Annual Target (INR MN) PerformanceEvaluation Category Performance Objectives IndicativeWeightages IS Sr. IS Core cross sell (50%) Mutual Funds NES LS, PMS NS,AIF NS and Investiger (Managed Brokerage) 40% 96 126 Cross sell (20%) Incremental SIP Flow & FixedIncome (SGB, Corporate Fixed Deposit and any other fixed income product) 30% 0.9 1.2 Brokerage and other Products (10%) Revenue through Brokerage,Lending, Education, and all other products 10% 0.6 0.72# New to SK SI Eligible clients 24 Clients Annually StreamliningInitiatives (20%) NPS ScoreAdherence to Sales Process and Sales Quality 20% Above segment average NPS score^ At Branch level or IS Level depending on availability *Insurance KPI will be added once it’s available.Note: For newly appointed IS and Sr. IS, minimum performance standards (equivalent to 25% achievement of Business KPI’s for a quarter) are applicable. These apply not only to new employees but also to existing employees being reassigned to these roles.*Refer SI points provided as part of the Incentive Plan document pack for IS / Sr. IS roles^NPS at IS level or at segment level depending on what is availableJOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS)

Role & responsibilities Answer customer queries professionally through all the servicing channels and provide information / resolutions within the specified turnaround time. Record and categorize all customer interactions.Interact with internal department for query resolution, maintain regular follow-ups.Provide regular updates to the Customer for attempted open cases.Adhere to the servicing escalation matrix so that specified TATs are achieved.Preferred candidate profile Graduation.0-1 year of experience. Good written and Verbal communication skillsExperience with Similar BackgroundInterested candidate can share their updated CVs at neha.singh@sharekhan.comor can directly connect on 8655403320

Sharekhan Ltd Hiring : Sales Executive Responsibilities:Opening Demat account Responsible for Brokerage and Revenue generationHand-holding of clients during initial phases Handle sales promotion activities from time to time . Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives Requirement:Any Graduate/Postgraduate with 1 -4 years work experience in Sales, preferably from broking industry or any other financial industry Also considering freshers with good communication skills and basic understanding of share marketInterested Candidate can also connect with the recruiter on the given below contact number, Recruiter's Contact no. - 8657990136

Roles and ResponsibilitiesIdentify potential clients and build relationships with them to generate new business opportunities.Conduct market research to stay updated on stock market trends and provide expert advice to clients.Develop sales strategies to meet targets and achieve revenue growth.Provide exceptional customer service by resolving client queries and concerns promptly.Collaborate with internal teams to ensure seamless delivery of services.

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)Interested Candidates can also directly connect with the Recruiter on given below contact details.Recruiter's Contact no. - 8655744351

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.Provide personalized investment solutions through mutual funds, PMS, and other financial products.Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams.Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services.Monitor market trends and economic indicators to provide expert advice on portfolio management.