| Operations | Team Leader- Funds Settlement (Broking). | 1) Exchange Funds Settlement and Reconciliations
2) Client Pay-in / Pay-out
3) Margin Management and Movement, Broking Funds Flow
4) Debtors Management
5) Banking Operations
6) Budgeting, Planning and Costing
7) Experience in working on LD back office.
8) With Team Handling Experience... ( Please click to know more.. ) | >10 years | Mumbai |
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| Retail | Equity Dealer cum Advisor | 1) punching orders on behalf of client,
2) monitoring client's portfolio, alert them about their stock movement, payin & payout as per client request,
3) back office work
4) Min Rs 50,000 Cash / 1 Lakh Stocks Post Exchange Var Minimum Rs 25,000 Collected Premium (New Business) 3X Income Credit Vs CTC... ( Please click to know more.. ) | 2-3 years | mumbai |
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| Investment Banking | Senior Associate – Investment Banking/Corporate Ad | Part of the Investment banking and investment banking practice.
Preparing pitches, company and investor presentation.
Good grip on evaluating valuations and ability to understand industry. To scale up client reach... ( Please click to know more.. ) | 2 to 5 years | Mumbai |
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| Information Technology Development | Jr Tester | • Reviewing software requirements and preparing test scenarios.
• Executing tests on software usability.
• Analyzing test results on database impacts, errors or bugs, and usability.
• Preparing reports on all aspects related to the software testing carried out and reporting to the design team.
• Interacting with clients to understand product requirements.
• Participating in design reviews and providing input on requirements, product design, and potential problems.... ( Please click to know more.. ) | 2-4 years | Mumbai |
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| Marketing & Corp. Communications | Content Writer | 1.Graphic Designer from BFSi sector.
2.Financial Content Creator:
Anyone from Finance bg/ Financial journalist who can create content for our official SM & Youtube handle
Keyroles:
1. Making simplified content for Social media. Eg: Simplifying our research reports in carousel format with proper CTA
2. Creating insightful content for REELs, shorts
3. Creating Long form of content for Youtube
4. Analysing competitors content & engagement they get & use that insight for PL’s content
5. Should know and understand what’s happening in Market & what is trending
6. Should be quick in Takeing up wiith moment marketing & meme marketing
7. Creating engaging stories with across our products & services
8. Content will be invarious format: long form videos(1-5 mins long), Short form videos(30 sec), static post, stories, carousel, meme, moment marketing, tweets, Linkedin content.... ( Please click to know more.. ) | 3 years minimum | Worli |
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| Marketing & Corp. Communications | Digital Marketer | Organic Mktg
1. Website – Design + Develop of internal portals/microsites, Corporate Website
2. SEO – On page & Off Page, Backlinks generation via Quora writing, Forum & Guest Posting
3. Social Media Management – Social Media Marketing for Brand Awareness
Paid Mktg
4. Paid Leads Generation – Google Ads, Facebook Ads, Twitter Ads, LinkedIn Ads
5. Lead Gen via Aggregator scouting & organizing events(webinars), Marketing Collaterals Design + Development + Content
Lead Nurture
6. Marketing Automation – Promotional & Transactional communications via Omni Channel
Reporting
7. CRM – Lead Management & MIS Reporting... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Portfolio Mgmt Service | PMS Buy Side Analyst | • Monitoring PMS Holdings in terms of Results, Events, & Management Commentary, Valuations
• - Evaluation of New Ideas to add in the Portfolio
• - PMS Fund MIS Maintenance, Review and Updation
• - Deviation Tracking, Analysis and Portfolio Alignment
• - PMS Stock Rationale notes for each Buy and Sell Decision as per SEBI Compliance
• - Tracking new positions bought sold, by other PMS funds and getting market insights on emerging new stock ideas, themes and sector rotation
• - Evaluating New ideas based on PL PMS Stock evaluation framework and pitching ideas to investment committee
• - Playing an Active Role in Investment Committee and being involved Key investment decision making for buying and selling.... ( Please click to know more.. ) | 2-3 years | mumbai |
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| IT Development | Full Stack Developer | 1. Design overall architecture of the web application.2. Maintain quality and ensure responsiveness of applications.3. Collaborate with the rest of the engineering team to design and launch new features.4. Maintain code integrity and organization.5. Experience working with graphic designers and converting designs to visual elements.6. Understanding and implementation of security and data protection.7. Highly experienced with back-end programming languages {{Ex: .NET, MVC, C... ( Please click to know more.. ) | 5-6 Years | Worli |
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| Sales | Manager - Sales and advisory | Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 25 lakhs & above clients).
Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach.
To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.
Will be able to acquire 3-4 UHNI/Corporate clients PM.
Visiting existing corporate clients /UHNI clients on regular basis to get new business.
(Daily 3-5 Meetings)
Understand customer needs & educate customer on financial needs.
MIS Management and update the Sales report.
Desired Candidate Profile
Candidate must have 5 years experience in Broking company.... ( Please click to know more.. ) | 3-5 years | Worli |
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| Mutual Fund | Wealth Manager | (a)Achieve business targets for Mutual Funds and for Third Party Products
(b) Selling products like Mutual Fund, PMS, PE Funds, AIF, Life Insurance, Real Estate etc
(c) Sourcing new clients and meeting existing clients to increase the AUM of the Wealth Management Department.
(d) Assessment of Clients portfolio, risk taking ability and willingness, and preparing a suitable asset allocation.
(e) Should have an inclination towards making investment recommendations to clients and prospective clients based on the clients- needs based on sound knowledge of various Financial Products available in the Market.
(f) Periodic evaluation of Clients- portfolio after considering Capital market Expectations and client interactions.
(g) Execution of Monthly Sales plan.
(h) Daily Client Meetings and updating in the MIS... ( Please click to know more.. ) | 3 - 5 years | Worli |
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| Management Support | Executive Assistant to Jt.Manging Director | 1) Managing calendar and busy schedule of the Joint MD and organizing meetings2) Emal correspondence and drafting of notes, emails on Jt Mds behalf and post the same post approval3) Retinue work4) Coordinate with internal Head of Departments and update about pending meetings5) Manage social media specifically Linkedin... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Technical Research | MA Associate | • Familiarity with key financial and economic terms• Good with numbers and eye for detail• Expertise in use of power point and spreadsheets and adept at making presentations• Understand current / new client relationships and assist in client presentations / strategy meets • Create marketing content for PMS products• Writing Blogs, Newsletters and Research Reports on Quantitative Investing, Asset Allocation, Economy and Financial Markets • Strong command over English in terms of fluency in oral and written communications with excellent written grammatical skills• Ability to visualise complex information and data into simplified Infographics • Ability to build, maintain and support HNI client relationships • Digital marketing for Quant based PMS Products • Offline Channel Marketing for Quant Based PMS Products• Building Digital Assets for PMS Strategies for An interactive client experience• Oversee the coordination for client meetings/events with the PMS team• Assist with post event follow up calls where required• Team player, takes initiative to pre-empt what may be needed and required• Strong organizational skills, effective planning and time management skills... ( Please click to know more.. ) | | Mumbai |
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| Retail | Regional Franchisee Manager | • Primary job is to acquire new business partners and develop their business. • To acquire & develop Franchise in the assigned Territory. • Focusing on the client acquisition, DP Shifting, growth & business development of acquired franchisee. • Focus on Big & quality Business Partners acquisition .Multi level filtering as per our predefined criteria, interviewing, taking clear business plan & commitment from Franchisee before acquiring. • Training, motivating Franchise ,their staffs & clients. • Arranging client meets & seminars on regular basis for products, market & system awareness. • Cross-selling & promoting commodities, Currency & Third Party Products to Old established Business Associates & newly acquired Business Partners.... ( Please click to know more.. ) | 5-10 years | Mumbai |
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| Finance & Accounts | Accounts Executive | Recording of income & expenses.
Payment to vendor through RTGS, NEFT, NET.
Preparing bank reconciliation statement.
Ledger scrutiny of expenses , debtors , creditors
Calculation of interest on fix deposit.
Maintaining records of debtors as per aging analysis.
Payment of TDS, SERVICE TAX , TDS RETURN, GST.
Handling query of internal & external auditor.
Assist to prepare tax audit report.
Prepare document for income tax scrutiny u/s 142.
Handling Inter company accounts.
Preparing working for finalization of accounts.
Checking of voucher.
Stamp duty for 31 branch
knowledge of GST ( Booking of bills, Payment of GST , GST R 9 ,GSTR 3B )... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Retail | Regional Franchisee Manager | •Primary job is to acquire new business partners and develop their business.
•To acquire & develop Franchise in the assigned Territory.
•Focusing on the client acquisition, DP Shifting , growth & business development of acquired franchisee.
•Focus on Big & quality Business Partners acquisition .Multi level filtering as per our predefined criteria, interviewing, taking clear business plan & commitment from Franchisee before acquiring.
•Training, motivating Franchise ,their staffs & clients.
•Arranging client meets & seminars on regular basis for products, market & system awareness.
•Cross-selling & promoting commodities , Currency & Third Party Products to Old established Business Associates & newly acquired Business Partners.... ( Please click to know more.. ) | 5-6 Years | Metro & Mini Metro Cities |
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| Retail | Relationship Managers | Roles and Responsibilities
• Primarily into new client acquisition
• They can be able to do the Cross sell of the distribution products like PMS, Insurance and Mutual funds
• They will be responsible for the Revenue Generation.
• Acquisition of Demat accounts / PMS / Insurance / Bonds/ Franchises
Desired Candidate Profile
• Candidate Should able to acquire new client base to PL and need to Cross sell the Distribution products of PL. Should have Good Communication skills .
• NISM Certification mandatory
• Must be from Broking Company... ( Please click to know more.. ) | 5-6 Years | Pan India |
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| Investment Banking | Associate-Investment Banking | :
Who is a part investment banking practice.
Who is well versed in Preparing pitches, company and investor presentation.
Who has good grip on evaluating valuations and ability to understand industry.
Who can help to scale up client reach
Who is proactive and think beyond the brief to achieve objective of the work.
Who has Done research work for an investment bank... ( Please click to know more.. ) | 2-5 years | Mumbai |
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| Technical Research | Equity Quant Analyst | Job Description:
Quant research & modelling opportunity where you would be a part of investment team responsible for investment strategy and research development. You will contribute to quantitative modelling with a focus on coding and investment product development.
We are looking for someone with exposure with quantitative modelling experience, programming, modelling of Investment strategies with coding skills such as R/Python coming from strong Quantitative Finance & Econometrics having an experience of 2-4 years in the field.
Responsibilities:
- Experience in factor based models such as value, growth, momentum, quality, alpha, delta, volatility, size etc. using Python / R
- Building quantitative models and tools for modelling of investment strategies using R/Python
- Helping in optimize their investment portfolio
- Maintaining existing quant models and code
- Assisting the team in result oriented quantitative research towards portfolio construction and model portfolio development
- Assisting the team towards monthly risk and return calibration and attribution
- Developing quantitative models using quant on commonly used and unconventional time series datasets
- Communicating output and outcomes in clear and concise documents (presentations, reports) to peers and leaders
Requirements:
- 2 to 4 yrs of strong experience in data analysis and building Quantitative models
- Hands on experience in in building equity factor models on R/Python
- Develop quantitative models using on commonly used and unconventional time series datasets.
- Adept in data science, investment analytics, modelling platforms and derivatives with exposure to financial markets... ( Please click to know more.. ) | 2 - 4 Yrs | Mumbai |
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| Operations | .Executive / Assistant Manager- for Exchange Repor | 1) Daily and Weekly Reporting to Exchange ( Client Margin, Enhance Reporting, Cash and Cash equivalents, etc..)2) Internal audit Coordination3) External (Exchange) Audit Coordination4) Preferable , Experience in working on LD back office.5) Individual contributor... ( Please click to know more.. ) | > 5 years | Mumbai |
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| Client Relations | Sr. Executive digital transformation (Bot) | ●Experience in Business Analysis,
●Project Management,
●New product design,
●Software enhancement,
●Root cause analysis and issue rectification,
●Vendor management,
●Gap Analysis,
●Analyze client’s business requirements and process through document analysis and workflow analysis
●Understanding of Back office operations and products (preferably Online Products) in Broking industry, minimum 2-3 years of experience in handling BOT and Automations.... ( Please click to know more.. ) | 3 | Prabhadevi |
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| Retail | Dealer | Min Rs 50,000 Cash / 1 Lakh Stocks Post Exchange Var
Minimum Rs 25,000 Collected Premium (New Business)
3X Income Credit Vs CTC... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Information Technology Development | Business Analyst | 1.Key Competenciesa.Domain knowledge of Broking , NBFC & Mutual Fund Businessb.Experience in Database Design c.Good Comprehension & Communication Skillsd.Knowledge of making process and BRS documents2.Expectationsa.Understand current back office systemsb.Interact with Business users and prepare requirement documents & Test casesc.Interact with in house Development team and prepare plan of action including design documentd.Prioritize & Monitor Development process e.Carry out UAT with business usersf.Get signoff from Business users... ( Please click to know more.. ) | 5 -10 years (Candidates form broking industry are preferred) | Mumbai |
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| Information Technology Development | Web Developer | The candidate is expected to support the existing team in developing websites and web based applications, develop subroutines and modules which will be incorporated by the incumbent senior developer
1. Top-notch programming skills and in-depth knowledge of modern HTML/CSS, PHP, ASP.NET (C... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Information Technology Development | Product Manager Online Services (Mobile App) | - drive continuous improvement in Company's mobile and online services via competitive bench marking/technological advancements/ evolving client requirements.
- Expected to drive adoption of this medium as a strategic P&L activity and drive customers to online services by coordinating between management, marketing, technology and vendor teams
-Minimum 4 years of experience in management of Mobile or Online initiatives in a financial services company is essential apart from vendor management skills.... ( Please click to know more.. ) | 3-8 yrs | Mumbai |
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| Technical Research | Quant Research Analyst | Time Management, Communication, Problem Solving, Team Work, Accountability, Decision Making, Result Oriented., Python, Active Equity Research, Research marketing... ( Please click to know more.. ) | > 2 years | Mumbai |
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| SBU Digital | Multimedia Designer | 1. Roles & Responsibilities: • Understand the design brief from marketing managers and business heads • Conceptualize and execute the creative design for all kinds of marketing collaterals whether print or digital• Develop creatives for performance marketing, social media, branding, blogs, event branding, product etc• Apply the right balance of layout, typography, colours, iconography, illustrations, images and create artworks• Make necessary revisions based on feedback from end users and stakeholders• Manage design work from conception to delivery• Create original and fresh artwork with high visual impact• Ensure brand consistency through all marketing projects2. Requirements: • Proficient in Illustrator, Photoshop, After Effects, Premiere Pro & video editing software’s• Knowledge of the basic formats of visual communication in digital (gif, video, static)• Knowing way around typography in digital products• Strong graphic and layout understanding• Good communication skills; Fluency in English• Should be able to work both, in a team and individually 3. Ideal Candidate:• Has worked with BFSI / Fintech companies or worked for an agency and created artwork for BFSI / Fintech brands• Primarily designed creatives for social media platforms• Keeps abreast of emerging tools and trends and make recommendations for adoption• 3 – 5 years of work experience• Detailed oriented, passion to create original artwork, top notch sense of aesthetics and self-driven... ( Please click to know more.. ) | 3-5 years | Worli |
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| Portfolio Mgmt Service | PMS Sales | • Must have personal PMS book
• Time Management, Communication, Problem Solving
• Impressive & presentable
• Understanding of capital market and PMS & AIF products
• Team Work, Accountability, Decision Making, Result Oriented.
• Soft spoken and open for ideas... ( Please click to know more.. ) | 10 plus years | India |
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| Information Technology Development | UI/UX Developer | • Design and creation of the best online user experience (UX) and user interface (UI) of our digital platform; so that all the elements of the online user experience are optimized.
• Conduct research and deconstruct our users' digital interactions and habits for a capital market trading application
• Come up with UI and UX strategies based on our target goals.
• Evaluate user requirements; think creatively and design, develop new concepts and create graphics and layouts/mockups/wireframes based on the user requirement.
• Maintain digital assets, such as interface design files, wireframes, and interactive mockups using design and prototyping tools: e.g., Sketch and InVision.
• Design, build and maintain highly reusable/scalable Angular, JavaScript, HTML and CSS code for web and mobile application
• Identify and troubleshoot UX problems (e.g. responsiveness)
• Strong expertise in delivering creative designs across mobile web and native applications
• Understand the limitations of our tech stack and business model and provide technical advice wherever necessary... ( Please click to know more.. ) | 5-6 Years | Worli |
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| Legal | Manager - Legal | To manage litigation and non-litigation matters- To draft, vet, review and negotiate commercial contracts, agreements, NDAs, addendum- To draft, issue legal notice on behalf of companies and to reply legal notice issued to companies- To prepare strategy, coordinate with and brief Advocates, keep track the matters PAN India- To draft, vet review pleadings, written version, replies, affidavits etc. in the matters PAN India- To handle criminal / police complaints filed by or against the companies.- To handle the notices issued by the Statutory Authorities- To handle verification of title and due diligence of immovable properties- To handle consumer complaints, civil suits, executions appeal, etc. filed against the companies.- To handle F. I. R. / criminal complaints... ( Please click to know more.. ) | 3-7 years | Prabhadevi |
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| Information Technology Development | PL SQL Developer | ORACLE PL/SQL DEVELOPER Responsibilities System analysis, design and development of back-end PL/SQL applications Strong Oracle PL/SQL programming and SQL tuning skills. Good coding practices using PL/SQL Manage development and release lifecycle Document functional and technical specifications for the application Co-ordinate with the Operations team to setup and release applications Responsible for trouble shooting the performance issues on the application backend Essential Skills Minimum 4 years programming using PL/SQL, Oracle 11g/12C with a total of 5-7 years in database programming) Strong knowledge of advanced Oracle 11g/12C PL/SQL features Understanding Data Warehouse Architecture - concepts and experience with high volume data processing is an advantage Demonstrated proficiency of troubleshooting techniques and detail-oriented problem diagnosis at different levels including application and data Experience with advertising/web-click stream applications is a significant plus Ability to write specification and deployment documents for new releases Strong knowledge of source control and release management tools Oracle certification is an advantage but not necessary... ( Please click to know more.. ) | 2-5 Years | Prabhadevi |
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| Investment Banking | Associate with Front end Investment Banking | Sector coverage & Support towards Business Development
1. Creating a well-rounded information base around the select vertical(s) and the businesses that allows the team to identify key trends, drivers, viewpoint on the future trajectory, etc.
2. Comfortable in undertaking multi-source research from databases, analyst coverages, industry and company reports
3.Participation with the team in potential clients and investors outreach
4. Preparing Pitches for prospective deal situations with strong qualitative and quantitative aspects clearly bringing out our understanding of client’s target market and industry landscapes, financial analysis & valuations, business benchmarking, etc.
5. Financial analysis: Analysis and interpretation of financial statements
including preparing trading and transaction comparable, modeling &
valuations and benchmarking for companies.
Deal Execution
1. Collateral preparation including detailed financial model, investor
memorandum, valuation materials, data book with analysis andinsights.
-2. Manage the due diligence process, gradually front end the relationship with the respective client representatives
-3.Assist in the overall deal coordination with the Associate and senior team in engagement tracking, reporting and housekeeping (maintaining updated
client agreements, NDAs, OPEs, etc.)... ( Please click to know more.. ) | 2 - 5 yrs | Mumbai Worli |
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| Technical Research | Technical Analyst for Advisory team | 1. Candlesticks
2. Indicator Analysis(Trend & Momentum)
3. Trading System
4. Demand & supply
5. Fibonacci Retracements
6. Moving Averages... ( Please click to know more.. ) | 3-10 | Mumbai |
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| Portfolio Mgmt Service | Business Development & Wealth Management Associate | • Generate leads to raise funds from potential investors
• Offline Channel Marketing for Quant Based PMS Products
• Oversee the coordination for client meetings/events with the PMS team
• Record details of every interaction with investors in the system
• Assist with post event follow up calls with potential and existing clients where required
• Understand current / new client relationships and assist in client presentations / strategy meets
• Create marketing content for PMS products
• Digital marketing for Quant based PMS Products
• Building Digital Assets for PMS Strategies for an interactive client experience
Skills:
• 1-2 years of relevant experience
• Familiarity with key financial and economic terms
• Good with numbers and eye for detail
• Expertise in use of power point and spreadsheets and adept at making presentations
• Strong command over English in terms of fluency in oral and written communications
• Ability to build, maintain and support HNI client relationships
• Team player, takes initiative to pre-empt what may be needed and required
• Strong organizational skills, effective planning and time management skills... ( Please click to know more.. ) | 2 | mumbai |
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| Finance & Accounts | Senior Accounts Executive | 1. Timely filing of GST returns and completion in accurate compliances with law. Proper co-ordination with GST consultants. 2. Timely submission of required details to Assessing officer in relation to scrutiny of all companies. Ensure receipt of pending refunds in all companies. Timely filing of Income tax and Tax audit returns & ensure accurate compliance 3. Timely submission of Net worth certificates to exchanges and other regulators. 4. Finalization of Accounts... ( Please click to know more.. ) | 5-6 Years | Worli |
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| Progress Partners | AVP -Business Development (Insurance Sales & Adv) | 1. Design & Execute Strategy to drive Insurance Sales for the Branch/Channel/Region. Responsible for meeting Premium collection target through direct business (own clients), Branch RMs, Progress Partners and POS Channel
2. Responsible for meeting RM & Partner Activation target through Data Mining, Lead Generation, Joint Sales Calls, Handholding, Advisory & Support
3. Lead generation, Deal Closing, Servicing and Client Engagement
4. Drive Rewards & Recognition programs, Sales Campaigns, Local Marketing events & activities
5. Regular Trainings on Products, Sales, Business Process, using Online Portal & App to RMs & Partners
6. Implementing development initiatives, following TAT’s, maintaining regular Business MIS and adhering to Compliance norms.... ( Please click to know more.. ) | Minimum 5 years | Mumbai- Worli |
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