Careers

Trading in equity or Commodity terminal, All mass file downloading, reading of research report and limit opening for some special clients, Trading activity, dormant client follow up, some prospective client follow up. Business development, new acquisition, service call, marketing activity etc. Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc, Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Dis

Trading in equity or Commodity terminal All mass file downloading, reading of research report and limit opening for some special clients Trading activity, dormant client follow up, some prospective client follow up. Trade confirmation Business development, new acquisition, service call, marketing activity etc. Reporting to branch manager, any other service activity or follow up work for business development. Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TP

* Incorporation of Company, LLP & Partnership Firm. * Conducting of Board Meetings, various Committees Meetings, Annual General Meetings and Extra-ordinary General Meetings along with preparation of Minutes and other documents thereof and Maintenance of records in accordance with The Companies Act, 2013 for all Group Companies. * Preparation of Board’s Reports, Annual Reports etc. * Handling of LODR compliances for listed NCDs. * Drafting of various types of Resolutions, Agreements and Reply Letters etc. * Preparation of various documents and other records related of Appointment & Resignation of Directors including Additional Directors, Independent Directors, Managing Directors and Whole Time Directors. * Appointment & Resignation of Statutory Auditors of group Companies and related submissions with ROC * Maintenance of various Statutory Registers in accordance with Companies Act, 2013 * Preparation of Documents and Forms related to the Annual Filing for various group companies and LLPs and task related to XBRL filing. * Process of Subsidiarisation, transfer, Split, Dematerialisation, Buy-Back and Right issue of Securities etc. * Alteration of Memorandum of Association, Alteration of Articles of Association, Shifting of Registered Office, Registration & Satisfaction of charges * Conversion of Companies from Private to Public and vice versa. * Preparation of Various Documents, various e-Forms as required in accordance with various provisions of Companies Act, 2013

* Meeting targets of Broking revenues through branch * Working on franchisee databases for activation / reactivation / retention of clients. * Interaction with HNIs - of franchisee for support * Deliver outstanding customer service in terms of pre sales and post service. * Market research * Market analysis * Assess clients needs and goals * Recommend strategies

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. * Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. * Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

* Responsible for overall development of branch (i.e. Business Development, Marketing, Operations, Risk Management, Collection activities, Authorized persons and man power etc.). * Acquiring personally HNI and ultra HNI category clients (privilege category) for broking &third party products through networking, database, references from existing clients and assigned leads from the organization. * Assisting recruitment processes, handholding and mentoring branch employees. Motivating and making them self dependent in today operations. * Executing strategies for their branches and assisting team members individually to achieve their defined goals. * Providing feedbacks and reviewing performances of theirs team members in proactive manners. * Require to understanding various queries and service issues arising from clients, business associates, team members and insuring appropriate solution in define time lines. * Executing and evaluating marketing and promotional activities for branch, keeping in mind market dynamics of branch. Optimum utilization of available resources like AMCs, TPDs, depositories, exchanges regulators and local resources (i.e. trade association, bullion association, Agriculture Produce Marketing Committee) etc. with the purpose of creating Company’s high visibility and acquiring more clients. * Assisting business associates in branch to help them in various functions and operational matters. Acquired more number of Sub Brokers / Channel partners making them independent. * Ensuring high level of compliance norms as per guidelines of regulators and Marwadi Financial Services in branch and taking appropriate majors for non-compliance practices observed. * Using of various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedbacks to team members to enhance their performances. * Enhancing knowledge / skills (i.e. regularly attending research conference, reading of research materials and equity market related information) for self and team on regular basis with appropriate certifications (NISM) and professional degrees. * Developing a conducive environment where teams feel highly motivated and enthusiastic. He acts as mentor and team player to drive the team at branch. * Conducting all administrative activities effectively at branch levels like vendor management, bill payments, submission of vouchers, office decorum, petty cash management and punctuality of the work etc.

* Responsible for overall development of branch (i.e. Business Development, Marketing, Operations, Risk Management, Collection activities, Authorized persons and man power etc.). * Acquiring personally HNI and ultra HNI category clients (privilege category) for broking &third party products through networking, database, references from existing clients and assigned leads from the organization. * Assisting recruitment processes, handholding and mentoring branch employees. Motivating and making them self dependent in today operations. * Executing strategies for their branches and assisting team members individually to achieve their defined goals. Providing feedbacks and reviewing performances of theirs team members in proactive manners. * Require to understanding various queries and service issues arising from clients, business associates, team members and insuring appropriate solution in define time lines. * Executing and evaluating marketing and promotional activities for branch, keeping in mind market dynamics of branch. Optimum utilization of available resources like AMCs, TPDs, depositories, exchanges regulators and local resources (i.e. trade association, bullion association, Agriculture Produce Marketing Committee) etc. with the purpose of creating Company’s high visibility and acquiring more clients. * Assisting business associates in branch to help them in various functions and operational matters. Acquired more number of Sub Brokers / Channel partners making them independent. * Ensuring high level of compliance norms as per guidelines of regulators and Marwadi Financial Services in branch and taking appropriate majors for non-compliance practices observed. * Using of various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedbacks to team members to enhance their performances. * Enhancing knowledge / skills (i.e. regularly attending research conference, reading of research materials and equity market related information) for self and team on regular basis with appropriate certifications (NISM) and professional degrees. * Developing a conducive environment where teams feel highly motivated and enthusiastic. He acts as mentor and team player to drive the team at branch. * Conducting all administrative activities effectively at branch levels like vendor management, bill payments, submission of vouchers, office decorum, petty cash management and punctuality of the work etc.

* Meeting targets of Broking revenues through branch * Working on franchisee databases for activation / reactivation / retention of clients. * Interaction with HNIs - of franchisee for support * Deliver outstanding customer service in terms of pre sales and post service. * Market research * Market analysis * Assess clients needs and goals * Recommend strategies

*Must have knowledge of installation of computer hardware and operating systems. *Must be able to independently identify and troubleshoot computer hardware problems. *Computer network knowledge is required. *Must be able to do CCTV installation and troubleshooting *Visits are also taking place in different branches so there should be preparation for it. *Provide technical assistance and resolution as necessary *Set up new computer systems and perform routine maintenance *Ensure that Internet security software is updated and running properly *Maintain computer equipment and software to ensure secure and efficient operations *Repair computer hardware and servers as required *Test and implement new software programs for the company

* New Client Acquisition through branches. * Meeting AUM targets as per the weighted AUM Matrix. * Cross sell Third party products. * Deliver exceptional customer experience in terms of pre-sales and post service. * Carry out marketing initiatives in the location for more leads generation. * Be updated on emerging markets and market shifts while being fully aware of new products and competition status.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. * Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

*Reporting to Digital Strategy HOD *Document the Flows of Processes in flow chart format *Creating Observation documents for software utilities and updating the completion *Engage in Product adoption with users and provide them with appropriate guidance *Document the impediments in software raised by users and following it up with Digital Strategy HOD for resolution *Perform Initial Testing on Software Modules and keeping logs of those testing *Creating User Activity logs and reporting it to the Digital Strategy HOD *Preparing User Guide, Module Videos, Notification Material for users and clients *Coordinate with Development team on Functional understanding or Requirements *Prepare and organize project status and reporting to Digital Strategy HOD *Record product defects and appropriate resolutions with RCA *Transfer the support of Completed product to Support team and overseeing the support request to enhance product *Identify product marketing ideas and opportunities based on industry trends, current market environment and competitive trends.

*Execute tasks in the software development life cycle. *Develop tools and applications by producing clean, efficient code. *Automate tasks through appropriate tools and scripting. *Collaborate with internal teams and vendors to fix and improve products. *Ensure software is up-to-date with latest technologies.

*To work daily in Mutual Funds, Advisory products, Other products like Algorithmic trading, LAS, NBFC products *To advise & support all S&K region branches & Franchisees about the products *Meeting 1 Branch teammates (BM) daily & meeting their clients also for the products *Calling Branches for sales support & lead closures for all products *Calling direct clients as per the KRA (as per the defined criteria) & close the number of SIPS, Lumpsum & Conversion in other products *Weekly & monthly MIS reports of calls & meetings done with branches & direct clients of the branches *To communicate with other depts at HO related to TPP products for the smooth executions of the tasks/ works.(Depts I.E. RMS, IBT, MF supports, CS etc) *To communicate & create repo with AMC Rajkot heads/ Other products Business team for drives/ Seminars/meetings/ marketing supports etc

* Responsible For Overall Development Of Branch (I.E. Business Development, Marketing, Operations, Risk Management, Collection Activities, Authorized Persons And Man Power Etc.). * Acquiring Personally HNI And Ultra HNI Category Clients (Privilege Category) For Broking &Third Party Products Through Networking, Database, References From Existing Clients And Assigned Leads From The Organization. * Assisting Recruitment Processes, Handholding And Mentoring Branch Employees. Motivating And Making Them Self Dependent In Today Operations. * Executing Strategies For Their Branches And Assisting Team Members Individually To Achieve Their Defined Goals. * Providing Feedbacks And Reviewing Performances Of Theirs Team Members In Proactive Manners. * Require To Understanding Various Queries And Service Issues Arising From Clients, Business Associates, Team Members And Insuring Appropriate Solution In Define Time Lines. * Executing And Evaluating Marketing And Promotional Activities For Branch, Keeping In Mind Market Dynamics Of Branch. Optimum Utilization Of Available Resources Like AMCs, TPDs, Depositories, Exchanges Regulators And Local Resources (I.E. Trade Association, Bullion Association, Agriculture Produce Marketing Committee) Etc. With The Purpose Of Creating Company’s High Visibility And Acquiring More Clients. * Assisting Business Associates In Branch To Help Them In Various Functions And Operational Matters. Acquired More Number Of Sub Brokers / Channel Partners Making Them Independent. * Ensuring High Level Of Compliance Norms As Per Guidelines Of Regulators And Marwadi Financial Services In Branch And Taking Appropriate Majors For Non-Compliance Practices Observed. * Using Of Various Evaluation Methods To Provide Weekly, Monthly, Quarterly, Half Yearly And Yearly Feedbacks To Team Members To Enhance Their Performances. * Enhancing Knowledge / Skills (I.E. Regularly Attending Research Conference, Reading Of Research Materials And Equity Market Related Information) For Self And Team On Regular Basis With Appropriate Certifications (NISM) And Professional Degrees. * Developing A Conducive Environment Where Teams Feel Highly Motivated And Enthusiastic. He Acts As Mentor And Team Player To Drive The Team At Branch. * Conducting All Administrative Activities Effectively At Branch Levels Like Vendor Management, Bill Payments, Submission Of Vouchers, Office Decorum, Petty Cash Management And Punctuality Of The Work Etc.

* Responsible For Overall Development Of Branch (I.E. Business Development, Marketing, Operations, Risk Management, Collection Activities, Authorized Persons And Man Power Etc.). * Acquiring Personally HNI And Ultra HNI Category Clients (Privilege Category) For Broking &Third Party Products Through Networking, Database, References From Existing Clients And Assigned Leads From The Organization. * Assisting Recruitment Processes, Handholding And Mentoring Branch Employees. Motivating And Making Them Self Dependent In Today Operations. * Executing Strategies For Their Branches And Assisting Team Members Individually To Achieve Their Defined Goals. * Providing Feedbacks And Reviewing Performances Of Theirs Team Members In Proactive Manners. * Require To Understanding Various Queries And Service Issues Arising From Clients, Business Associates, Team Members And Insuring Appropriate Solution In Define Time Lines. * Executing And Evaluating Marketing And Promotional Activities For Branch, Keeping In Mind Market Dynamics Of Branch. Optimum Utilization Of Available Resources Like AMCs, TPDs, Depositories, Exchanges Regulators And Local Resources (I.E. Trade Association, Bullion Association, Agriculture Produce Marketing Committee) Etc. With The Purpose Of Creating Company’s High Visibility And Acquiring More Clients. * Assisting Business Associates In Branch To Help Them In Various Functions And Operational Matters. Acquired More Number Of Sub Brokers / Channel Partners Making Them Independent. * Ensuring High Level Of Compliance Norms As Per Guidelines Of Regulators And Marwadi Financial Services In Branch And Taking Appropriate Majors For Non-Compliance Practices Observed. * Using Of Various Evaluation Methods To Provide Weekly, Monthly, Quarterly, Half Yearly And Yearly Feedbacks To Team Members To Enhance Their Performances. * Enhancing Knowledge / Skills (I.E. Regularly Attending Research Conference, Reading Of Research Materials And Equity Market Related Information) For Self And Team On Regular Basis With Appropriate Certifications (NISM) And Professional Degrees. * Developing A Conducive Environment Where Teams Feel Highly Motivated And Enthusiastic. He Acts As Mentor And Team Player To Drive The Team At Branch. * Conducting All Administrative Activities Effectively At Branch Levels Like Vendor Management, Bill Payments, Submission Of Vouchers, Office Decorum, Petty Cash Management And Punctuality Of The Work Etc.

* Trading In Equity Or Commodity Terminal * All Mass File Downloading, Reading Of Research Report And Limit Opening For Some Special Clients * Trading Activity, Dormant Client Follow Up, Some Prospective Client Follow Up. * Trade Confirmation * Business Development, New Acquisition, Service Call, Marketing Activity Etc. * Reporting To Branch Manager, Any Other Service Activity Or Follow Up Work For Business Development. * Acquisition Of New Clients Of Equity, Commodity, Currency, IBT, Derivatives And TPDs Etc. * Reactivation Of Existing Clients Through Personal Meetings, Seminars, Conferences, Telephonic Calling Etc. * Discussing Various Lucrative Investment Opportunities And Assisting Them With Various Instruments Like IBT, IPOs, NPS Etc. * To Provide Client Service And Engagement At 360 Degree Levels. * Required To Develop And Execute Customized Events Like Caonpi, Customer Awareness Seminar, Outdoor Marketing Activities Etc. * Providing Branch Operational Support. * Developing Healthy Relationships With Sub-Brokers And Doing Intervention With Them As Per Supervisor’s Advice.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. *Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute cstomized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

* Trading in equity or Commodity terminal * All mass file downloading, reading of research report and limit opening for some special clients * Trading activity, dormant client follow up, some prospective client follow up. * Trade confirmation * Business development, new acquisition, service call, marketing activity etc. * Reporting to branch manager, any other service activity or follow up work for business development. * Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. * Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. * To provide client service and engagement at 360 degree levels. * Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. * Providing branch operational support. * Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.

*Trading in equity or Commodity terminal *All mass file downloading, reading of research report and limit opening for some special clients *Trading activity, dormant client follow up, some prospective client follow up. *Trade confirmation *Business development, new acquisition, service call, marketing activity etc. *Reporting to branch manager, any other service activity or follow up work for business development. *Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. *Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. *To provide client service and engagement at 360 degree levels. *Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. *Providing branch operational support. *Developing healthy relationships with sub-brokers and doing intervention with them as per supervisors advice.

*Trading in equity or Commodity terminal *All mass file downloading, reading of research report and limit opening for some special clients *Trading activity, dormant client follow up, some prospective client follow up. Trade confirmation *Business development, new acquisition, service call, marketing activity etc. *Reporting to branch manager, any other service activity or follow up work for business development. *Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. *Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc. *To provide client service and engagement at 360 degree levels. *Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc. *Providing branch operational support. *Developing healthy relationships with sub-brokers and doing intervention with them as per supervisors advice.

*Answer calls professionally to provide information about products and services, take/ cancel orders if required, or obtain details of complaints *Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Process orders, forms and applications *Follow up to ensure that appropriate actions were taken on customers requests *Refer unresolved customer grievances or special requests to designated departments for further investigation *Resolve customer complaints via phone, email, mail, or social media. Use telephones to reach out to customers and verify account information *Greet customers warmly and ascertain problem or reason for calling. Assist with placement of orders, refunds, or exchanges *Ensure Customer Satisfaction *Share innovative ideas in form of kaizen regularly to improve process and service for our customers *First call resolution / issue Resolution *Prepare MIS reports, take additional administrative duties assigned for smooth functioning of Customer support department *Possess ability to handle work pressure and deliver excellent customer service during crisis situation *Candidate should have knowledge of basic MS office and should be able to work on CRM systems

* New Client Acquisition through branches * Meeting AUM objectives as per the weighted AUM Matrix * Cross sell Third party products * Maintaining a strong pipeline of Potential clients. * Deliver exceptional customer experience in terms of pre-sales and post service. * Carry out marketing initiatives in the location for more leads generation. * Ensure the brand is represented properly in the location. * Be updated on emerging markets and market shifts while being fully aware of new products and competition status.