We are seeking an experienced Merchant Banking Professional to join our team. The candidate will be responsible for drafting DRHP, coordinating with customers, managing open offers, valuations, and other merchant banking activities. Strong knowledge of capital markets, regulatory frameworks, and excellent communication skills are essential for this role. Key Responsibilities Drafting and Documentation: Draft Draft Red Herring Prospectus (DRHP), prospectus, and other related documents. Ensure accuracy, completeness, and compliance with regulatory requirements. Customer Coordination: Coordinate with customers to understand their requirements and provide tailored solutions. Build and maintain strong relationships with clients. Open Offer and Valuations: Manage open offer processes, including drafting letters of offer, filing with regulatory authorities, and ensuring compliance. Conduct valuations of companies, assets, or securities. Other Merchant Banking Activities. Requirements Master's degree in Finance, Accounting, or related field. Minimum 2 years of experience in merchant banking, capital markets, or related field. Strong knowledge of SEBI regulations, guidelines, and industry standards. Excellent drafting, communication, and analytical skills. Ability to work under pressure and meet deadlines. Preferred Skills Experience with document drafting, customer coordination, and deal management. Strong analytical and problem-solving skills. Knowledge of financial modeling, valuation techniques, and capital market products. Familiarity with regulatory requirements and industry standards. Show more Show less
Job Role And Responsibilities Acquiring new clients Executing orders on behalf of clients/ AP Operational activity of clients like KYC and other products like MF/Insurance & other financial products etc. Understanding clients’ needs Job Location: Majura Gate, Ring Road, Surat Gujarat Show more Show less
As a Cluster Head for our B2B business in Gujarat, you will play a crucial role in driving business growth and managing relationships with institutional clients. Your primary responsibilities will include identifying and pursuing new business opportunities, developing and executing business plans to achieve revenue targets, and leading a team of sales and support professionals. Key Responsibilities You will be responsible for enrolling new partners (Brokers) to expand our business network. Developing and executing strategic business plans to meet revenue targets will be a key focus area. Building and nurturing strong relationships with key decision-makers, leading and managing a team of sales and support professionals, providing coaching and training to team members, and achieving revenue targets through new business development and existing client growth are essential aspects of your role. Monitoring and analyzing sales performance metrics, adjusting business strategies to optimize revenue growth, and ensuring compliance with regulatory requirements and company policies will also be part of your responsibilities. Requirements To excel in this role, you should have at least 5 years of experience in B2B sales, marketing, or business development within the financial services industry. Excellent communication, interpersonal, leadership, presentation, and training skills are essential. Strong business development and sales skills, the ability to build and maintain relationships with stakeholders, strong analytical and problem-solving skills, and the capacity to work in a fast-paced environment while adapting to changing priorities are crucial for success. Possession of NISM Series V-A certification is required. What We Offer We provide a competitive salary and benefits package along with the opportunity to work with a leading Distribution company. You will be part of a collaborative and dynamic work environment that offers professional development and growth opportunities to help you advance in your career.,
As a valuable member of our team, your primary responsibilities will include acquiring new clients and executing orders on behalf of clients/AP. Additionally, you will be responsible for managing operational activities for clients such as KYC compliance and facilitating transactions involving various financial products including Mutual Funds, Insurance, and other related products. It will be essential for you to deeply understand the needs and preferences of our clients to provide them with the best possible service. This position is based in Majura Gate, Ring Road, Surat, Gujarat. Join us in this dynamic role where you will have the opportunity to make a significant impact in the financial services industry.,
You are an experienced and results-driven Cluster Head responsible for leading the B2B business. Your main responsibilities include driving business growth, managing client relationships, and overseeing a team of sales and support professionals. You will need to identify and pursue new business opportunities, develop and execute business plans to achieve revenue targets, build and maintain strong relationships with key decision-makers, lead and manage a team of sales and support professionals, provide coaching and training to team members, and achieve revenue targets through new business development and existing client growth. Additionally, you will monitor sales performance metrics, adjust business strategies as needed, and ensure compliance with regulatory requirements and company policies. To qualify for this role, you need at least 5 years of experience in B2B sales, marketing, or business development in the financial services industry. You must possess excellent communication, interpersonal, leadership, presentation, and training skills, strong business development and sales skills, the ability to build and maintain relationships with stakeholders, strong analytical and problem-solving skills, and the ability to work in a fast-paced environment and adapt to changing priorities. A certification in NISM Series V-A is required. In return, we offer a competitive salary and benefits package, the opportunity to work with a leading Distribution company, a collaborative and dynamic work environment, as well as professional development and growth opportunities. If you are a motivated and results-driven professional seeking to advance your career, please submit your application to hr@wealthstreet.in.,
About Wealthstreet Financial Services : Wealthstreet Financial Services is a leading name in the financial services industry, dedicated to empowering individuals and businesses with financial solutions that drive success. With a commitment to excellence and innovation, we aim to educate, inform, and engage our audience through impactful content and strategic social media initiatives. Responsibilities Create and design print and digital materials, including but not limited to social media graphics, website banners, email templates, brochures etc. Leverage AI tools to speed up creative production without compromising quality. Help in editing and retouching images as needed. Participate in brainstorming sessions and contribute creative ideas. Ensure final graphics and layouts are visually appealing. Maintain a well-organized archive of design work. Familiarity with design software and technologies. A keen eye for aesthetics and details. Develop illustrations, logos and other designs using software. Use the appropriate colors and layouts for each graphic. Develop graphics for product illustrations, logos, and websites. Creating image contents such Social Media post and ad graphics. Experience of working on projects in graphic designing, visualization and conceptualization. Skills Working knowledge of AI creative tools (e.g., Midjourney, Runway, Adobe Firefly, Canva Magic Studio, Synthesia, CapCut AI, etc.). Proficiency in manual design & video tools (e.g., Adobe Photoshop, Illustrator, Premiere Pro, After Effects, Canva Pro, etc.). Good understanding of layout, typography, and visual hierarchy. Ability to create vector infographics, logos and should be capable of creating vector illustrations from scratch Should have a clear understanding of design requirements for different media platforms Good understanding of color theory, perspective, cultural sensitivity, etc. Job Location: Mondeal Heights, SG Highway, Ahmedabad-380015 Working Days Monday to Friday
As a graphic designer at Wealthstreet Financial Services, you will play a crucial role in creating and designing a variety of print and digital materials to enhance our online presence and engage our audience effectively. Your responsibilities will include designing social media graphics, website banners, email templates, brochures, and more. Leveraging AI tools to streamline creative production while maintaining high quality standards will be a key aspect of your role. You will be involved in editing and retouching images as necessary, and actively contribute creative ideas during brainstorming sessions. Your keen eye for aesthetics and details will ensure that the final graphics and layouts are visually appealing and aligned with our brand identity. Additionally, you will be responsible for developing illustrations, logos, and other designs using design software, as well as creating graphics for product illustrations, logos, websites, and social media posts. To excel in this position, you should have a working knowledge of AI creative tools such as Midjourney, Runway, Adobe Firefly, Canva Magic Studio, Synthesia, CapCut AI, etc. Proficiency in manual design and video tools like Adobe Photoshop, Illustrator, Premiere Pro, After Effects, and Canva Pro is essential. A solid understanding of layout, typography, and visual hierarchy, along with the ability to create vector infographics and illustrations from scratch, will be highly valued. You should also demonstrate a clear understanding of design requirements for different media platforms, color theory, perspective, and cultural sensitivity. Maintaining a well-organized archive of design work and ensuring that all graphics meet the necessary standards will be part of your daily tasks. Your creativity and technical skills will contribute to the success of our marketing initiatives and help us achieve our business goals. This position is based at Mondeal Heights, SG Highway, Ahmedabad-380015, with working days from Monday to Friday. If you are passionate about graphic design and looking to make an impact in the financial services industry, we encourage you to apply and join our dynamic team at Wealthstreet Financial Services.,
You will be joining our team as an experienced Merchant Banking Professional. Your primary responsibilities will include drafting DRHP, coordinating with customers, managing open offers, valuations, and other merchant banking activities. To excel in this role, you must possess a strong understanding of capital markets, regulatory frameworks, and exceptional communication skills. Your key responsibilities will involve drafting various documents such as Draft Red Herring Prospectus (DRHP), prospectuses, and other related documents. It is crucial to ensure the accuracy, completeness, and compliance with regulatory requirements for all documentation. You will also be responsible for coordinating with customers to tailor solutions to their needs and maintaining strong client relationships. Managing open offer processes, conducting valuations of companies, assets, or securities, and performing other merchant banking activities are also part of your role. To be considered for this position, you should hold a Master's degree in Finance, Accounting, or a related field and have a minimum of 2 years of experience in merchant banking, capital markets, or a related field. A deep understanding of SEBI regulations, guidelines, and industry standards is required, along with excellent drafting, communication, and analytical skills. You must be able to work effectively under pressure and meet deadlines. Preferred skills for this position include experience in document drafting, customer coordination, and deal management. Strong analytical and problem-solving skills are highly valued, along with knowledge of financial modeling, valuation techniques, and capital market products. Familiarity with regulatory requirements and industry standards will be beneficial in this role.,
You will be the Cluster Head responsible for leading the B2B business operations in Gujarat. Your primary focus will be on driving business growth, managing relationships with institutional clients, and overseeing a team of sales and support professionals. Your key responsibilities will include identifying and pursuing new business opportunities through enrolling new partners (Brokers), developing and executing business plans to achieve revenue targets, building and maintaining strong relationships with key decision-makers, leading and managing a team of sales and support professionals, providing coaching, guidance, and training to team members, achieving revenue targets through new business development and existing client growth, monitoring and analyzing sales performance metrics, adjusting business strategies to optimize revenue growth, and ensuring compliance with regulatory requirements and company policies. To excel in this role, you should have a minimum of 5 years of experience in B2B sales, marketing, or business development within the financial services industry. You must possess excellent communication, interpersonal, leadership, presentation, and training skills. Strong business development and sales skills are essential, along with the ability to build and maintain strong relationships with stakeholders. Additionally, you should have strong analytical and problem-solving skills, the ability to work in a fast-paced environment, and adapt to changing priorities. Possession of NISM Series V-A certification is required. In return, we offer a competitive salary and benefits package, the opportunity to work with a leading Distribution company, a collaborative and dynamic work environment, as well as professional development and growth opportunities.,
About Wealthstreet Financial Services: Wealthstreet Financial Services is a leading name in the financial services industry, dedicated to empowering individuals and businesses with financial solutions that drive success. With a commitment to excellence and innovation, we aim to educate, inform, and engage our audience through impactful content and strategic social media initiatives. Responsibilities: Create and design print and digital materials, including but not limited to social media graphics, website banners, email templates, brochures etc. Leverage AI tools to speed up creative production without compromising quality. Help in editing and retouching images as needed. Participate in brainstorming sessions and contribute creative ideas. Ensure final graphics and layouts are visually appealing. Maintain a well-organized archive of design work. Familiarity with design software and technologies. A keen eye for aesthetics and details. Develop illustrations, logos and other designs using software. Use the appropriate colors and layouts for each graphic. Develop graphics for product illustrations, logos, and websites. Creating image contents such Social Media post and ad graphics. Experience of working on projects in graphic designing, visualization and conceptualization. Skills: Working knowledge of AI creative tools (e.g., Midjourney, Runway, Adobe Firefly, Canva Magic Studio, Synthesia, CapCut AI, etc.). Proficiency in manual design & video tools (e.g., Adobe Photoshop, Illustrator, Premiere Pro, After Effects, Canva Pro, etc.). Good understanding of layout, typography, and visual hierarchy. Ability to create vector infographics, logos and should be capable of creating vector illustrations from scratch. Should have a clear understanding of design requirements for different media platforms. Good understanding of color theory, perspective, cultural sensitivity, etc. Job Location: Mondeal Heights, SG Highway, Ahmedabad-380015 Working Days: Monday to Friday,