6 Opening(s)
5.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
• Generating leads through various sources.
• Briefing client about the product and company.
• Client servicing and taking care of renewals.
• Managing team of two for claims.
Maintaining Relationships with corporate clients.
• Client servicing and retention.
• Handled claims of Banker’s Indemnity, Fire, and Burglary policy. • Liaison with the Insurer for terms ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
2.40 LPA TO 4.00 LPA
To Handle overall fund management system
To Handle Exchange Payin payout, Client Payin Payout & remiser payout, Quarterly payout
To Handle FD creation, renewal surrender
File return of GST Including data preparing & Preparation data of TDS
Stamp duty Calculation & Payment
Bank Reconciliation, Late Payment Charges Calculation
Income Tax notice reply
Maintaining Patty Cash
Prepaid A/c & Provision of Income & Expense on Quarterly Basis & Yearly Basis
Accounting and Billing – DP, Comtrack, IPO, SGB Bond, ...
2 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
Education – Any Graduate/Post Graduate/Under Graduate, NISM/NCFM CertifiedCandidate should have minimum 1 to 3 years of experience in Share Market / Stock Broking industry.
From Stock Broking Industry with relevant experience. Experience in Tech Excel Software will be added advantage. Note:- Candidate having NISM and NCFM certification. Must have NISM 3A certified.
Job PurposeCompliance ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
13.00 LPA TO 13.00 LPA
Designation Cluster Manager
Employment Type Full Time
Reporting to Area Manager
Department Distribution Commercial
Job Profile Summary:
Responsible for servicing all customers to achieve the objectives assigned to the team according to the Company’s business plans.
This will be for the Corporate Commercial lines of business including Fire and Engineering lines, Liability lines, Marine, Workmen’s Compensation, etc.
This will not ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.40 LPA
Key Responsibilities:
Manage day-to-day accounting and bookkeeping
Handle bank, GST, TDS, capital gains, and inter-company reconciliations
Maintain ledgers and prepare supporting schedules
Coordinate with auditors and internal teams
Ensure accurate financial reporting and compliance
Requirements:
3–5 years of accounting experience
Proficiency in Tally (or similar accounting software) and MS Excel
Experience in stock broking, NBFC, or financial services is ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
17.00 LPA TO 23.00 LPA
Designation Territory Manager
Employment Type Full Time
Reporting to Regional Head
Department Distribution Commercial
Job Profile Summary:
Responsible for servicing all customers to achieve the objectives assigned to the team according to the Company’s business plans.Apart from Corporate Commercial lines of business including Fire and Engineering lines, Liability lines, Marine, Workmen’s Compensation, etc the focus would be on ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
25.00 LPA TO 30.00 LPA
Job Description (JD) – Equity Dealer (Mutual Fund)Position : Equity Dealer – Mutual Fund OperationsEmployment TypeFull-TimeRole SummaryWe are looking for an experienced and detail-oriented Equity Dealer to execute equity and related market transactions for mutual fund schemes in line with investment strategies, regulatory guidelines, and internal risk policies. The candidate ...
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 6.00 LPA
Position : Compliance DepartmentMin. Exp. 3 Max.Exp. 5Location Malad, MumbaiIndustry Type Brokingonly MaleMonday to Friday: 8:00 AM to 5:00 PMSaturday: 10:00 AM to 5:00 PMWeekly Off: 2nd and 4th Saturdays and all Sundays
JD
➢ Handling regulatory compliance of BSE, NSE and SEBI regulations for Co. Securities Limited and Co. Commotrade Limited.➢ Submission ...