JOB DESCRIPTION 1. An equity trader buys, holds or sells various equity products on stock exchanges. These products may include stocks, preferred stocks, equity options and financial futures. 2. Research and identify trading strategies and methods leading to greater profit and income for clients. 3. Increase computer usage to access data and generate reports using software. 4. Evaluate financial risks and decide on trading based on available data. 5. Attain thorough knowledge about stock market terms and trading practices. 6. Ensure all trading transactions are legitimate and comply with government laws and policies to avoid law suits and other penalties. Job Type: Full-time Pay: ₹250,000.00 - ₹350,000.00 per year Benefits: Leave encashment Paid sick time Schedule: Day shift Monday to Friday Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Expected Start Date: 04/06/2025
The job description of a Principal Officer in an insurance marketing firm (IMF) involves overseeing daily operations, ensuring compliance with industry regulations, leading strategic planning, and guiding a team of insurance professionals. They are also responsible for developing and implementing procedures to ensure smooth communication and information flow within the organization. Key Responsibilities: Regulatory Compliance: Ensuring the IMF adheres to IRDAI regulations, including those related to registration, conduct, and insurance marketing practices. Strategic Planning: Developing and implementing strategic plans for the IMF's growth and business development. Operational Oversight: Managing daily operations, including client acquisition, policy sales, claims handling, and financial management. Team Leadership: Guiding and mentoring a team of insurance professionals, ensuring they are properly trained and compliant with regulations. Client Relations: Building and maintaining strong relationships with clients, understanding their needs, and providing tailored insurance solutions. Regulatory Reporting: Maintaining accurate records and reporting to regulatory authorities, as required. Risk Management: Identifying and mitigating risks associated with insurance operations, including financial, operational, and regulatory risks. Internal Communication: Ensuring effective communication and information flow within the IMF, including internal stakeholders like tech, business, QA, and marketing teams. Required Skills and Qualifications: Education: A graduate degree, preferably with an MBA or equivalent, and a strong understanding of the insurance industry. Experience: Significant experience in the insurance industry, preferably in a similar role, and a proven track record of success. Knowledge: In-depth knowledge of insurance products, regulations, and the insurance industry. Skills: Excellent communication, interpersonal, and analytical skills, as well as strong leadership and management abilities. Certifications: Relevant certifications, such as CAIIB (Chartered Insurance and Investment Associate), or other professional certifications in the insurance industry. Additional Responsibilities: Developing and implementing procedures and controls that will promote adequate communication and information flow. Developing a base for long-term sources of clients through referrals, occupational, and special-interest groups. Assessing client needs and financial situations, developing coordinated protection plans, and providing advisory services. Designing and monitoring claims handling procedures for timely claims settlement. Ensuring compliance with relevant standards and regulations. Job Type: Full-time Pay: ₹35,000.00 - ₹45,000.00 per month Benefits: Leave encashment Paid sick time Schedule: Day shift Monday to Friday Supplemental Pay: Yearly bonus Work Location: In person Expected Start Date: 01/07/2025
JOB DESCRIPTION 1. An equity trader buys, holds or sells various equity products on stock exchanges. These products may include stocks, preferred stocks, equity options and financial futures. 2. Research and identify trading strategies and methods leading to greater profit and income for clients. 3. Increase computer usage to access data and generate reports using software. 4. Evaluate financial risks and decide on trading based on available data. 5. Attain thorough knowledge about stock market terms and trading practices. 6. Ensure all trading transactions are legitimate and comply with government laws and policies to avoid law suits and other penalties. Job Type: Full-time Pay: ₹250,000.00 - ₹350,000.00 per year Benefits: Leave encashment Paid sick time Schedule: Day shift Monday to Friday Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Expected Start Date: 04/06/2025
The job description of a Principal Officer in an insurance marketing firm (IMF) involves overseeing daily operations, ensuring compliance with industry regulations, leading strategic planning, and guiding a team of insurance professionals. They are also responsible for developing and implementing procedures to ensure smooth communication and information flow within the organization. Key Responsibilities: Regulatory Compliance: Ensuring the IMF adheres to IRDAI regulations, including those related to registration, conduct, and insurance marketing practices. Strategic Planning: Developing and implementing strategic plans for the IMF's growth and business development. Operational Oversight: Managing daily operations, including client acquisition, policy sales, claims handling, and financial management. Team Leadership: Guiding and mentoring a team of insurance professionals, ensuring they are properly trained and compliant with regulations. Client Relations: Building and maintaining strong relationships with clients, understanding their needs, and providing tailored insurance solutions. Regulatory Reporting: Maintaining accurate records and reporting to regulatory authorities, as required. Risk Management: Identifying and mitigating risks associated with insurance operations, including financial, operational, and regulatory risks. Internal Communication: Ensuring effective communication and information flow within the IMF, including internal stakeholders like tech, business, QA, and marketing teams. Required Skills and Qualifications: Education: A graduate degree, preferably with an MBA or equivalent, and a strong understanding of the insurance industry. Experience: Significant experience in the insurance industry, preferably in a similar role, and a proven track record of success. Knowledge: In-depth knowledge of insurance products, regulations, and the insurance industry. Skills: Excellent communication, interpersonal, and analytical skills, as well as strong leadership and management abilities. Certifications: Relevant certifications, such as CAIIB (Chartered Insurance and Investment Associate), or other professional certifications in the insurance industry. Additional Responsibilities: Developing and implementing procedures and controls that will promote adequate communication and information flow. Developing a base for long-term sources of clients through referrals, occupational, and special-interest groups. Assessing client needs and financial situations, developing coordinated protection plans, and providing advisory services. Designing and monitoring claims handling procedures for timely claims settlement. Ensuring compliance with relevant standards and regulations. Job Type: Full-time Pay: ₹35,000.00 - ₹45,000.00 per month Benefits: Leave encashment Paid sick time Schedule: Day shift Monday to Friday Supplemental Pay: Yearly bonus Work Location: In person Expected Start Date: 01/07/2025
Key Responsibilities Handle day-to-day operational activities related to mutual fund transactions including purchase, redemption, switches, and SIP/STP registrations. Coordinate with AMCs, R&T agents (CAMS/Karvy/KFin) for timely processing of transactions. Maintain and update client records, KYC status, FATCA, and other regulatory documentation. Process client onboarding, account creation, and ensure accurate data entry in Back-office systems. Provide excellent client servicing by addressing investment-related queries and follow-ups. Generate account statements, portfolio summaries, and reports as required. Monitor SIP mandates, rejected transactions, and ensure timely resolution. Assist in preparing and presenting MIS reports and dashboards for management review. Coordinate with sales teams to support business operations and client engagement activities. Required Skills & Qualifications 1–3 years of experience in Mutual Fund/Financial Services operations preferred. Good knowledge of mutual fund products, SEBI/AMFI regulations, and KYC processes. Strong MS Excel, MIS reporting, and documentation skills. Good communication skills (English/Hindi). Ability to manage multiple tasks and meet deadlines. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Work Location: In person