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10 Job openings at Marwadi Financial Services
About Marwadi Financial Services

Marwadi Financial Services is a leading financial services provider in India, offering a comprehensive range of services including stockbroking, investment advisory, and wealth management.

Equity Research Analyst (Fundamental Analyst) 1 Post(s)

Not specified

2 - 4 years

INR 3.0 - 9.0 Lacs P.A.

Work from Office

Full Time

*This is a position where the selected candidate will be responsible for initiating, executing, and delivering quality investment research to discerning clients. *Such a person should possess a strong blend of analytical thinking and operations execution. *Excellent financial modeling skills with the ability to understand and formulate business drivers (revenue,cost, etc.) *Superior knowledge of concepts of finance accounting, valuation methodologies, and stock analysis *Strong writing skills with the ability to lay out investment arguments and thesis lucidly *High-level communication skills with the ability to express views clearly and succinctly *Analytical thinking is required to enable him/her to structure and guide research/consulting assignments with clients and manage the project internally

RM cum Dealer

Not specified

1 - 5 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Trading in equity or Commodity terminalAll mass file downloading, reading of research report and limit opening for some special clientsTrading activity, dormant client follow up, some prospective client follow up Trade confirmationBusiness 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

Branch Manager

Not specified

3 - 4 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Responsible for overall development of branch (ie 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 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 various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedback to team members to enhance their performances Enhancing knowledge / skills (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

Branch Manager 1 Post(s)

Not specified

2 - 7 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

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.

RM cum Dealer 1 Post(s)

Not specified

1 - 5 years

INR 1.0 - 5.0 Lacs P.A.

Work from Office

Full Time

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.

Executive (Accounting & Finance)

Not specified

1.0 - 3.0 years

INR 2.5 - 2.75 Lacs P.A.

Work from Office

Full Time

RM cum Dealer

Not specified

0.0 - 2.0 years

INR 1.5 - 3.0 Lacs P.A.

Work from Office

Full Time

Relationship Manager (TPD-IPO & MF)

Not specified

3.0 - 3.0 years

INR 3.0 - 3.5 Lacs P.A.

Work from Office

Full Time

Content Writer

Not specified

2.0 - 4.0 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Branch Manager

Not specified

3.0 - 8.0 years

INR 3.5 - 5.5 Lacs P.A.

Work from Office

Full Time

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Marwadi Financial Services

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