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The positions are:

  • Team Leader
  • Sales Officer
  • Equity Dealer – Trade Over Phone Desk
  • Receptionist cum Front Office Executive
  • Relationship Manager- High Net Worth individual
  • Retail Analyst


  • Team Leader
    Reporting to Area Sales Manager
    Qualification & Experience Education: (Any Graduate/Post Graduate)
    Years of Experience: Min 1 year in broking industry.
    Location Multiple Locations
    Job summary Profile involves -
    • New Client acquisition for Demat and Equity Trading account.
    • Responsible for handling sales team and selling equity products through the team.
    • Achieve sales target set by the management.
    • Coordination/Servicing of bank alliance branches.
    • Training and recruitment.
    • Daily Monitoring and Reporting.
    Skills & Attitudes
    • Prior Team Handling experience is a must.
    • Excellent Communication Skills.
    • Decision-making ability.

    Sales Officer
    Reporting to Team Leader
    Qualification & Experience Education: (Any Graduate)
    Years of Experience: Min 6 months experience in broking/Financial Services industry.
    Location Multiple Locations
    Job summary Profile involves -
    • Selling Demat & Trading A/Cs.
    • Selling other structured products.
    • Client visit & servicing.
    • Achieve monthly sales targets.
    • Coordination/Servicing of bank alliance branches.
    • Business Development.
    Skills & Attitudes
    • Knowledge of demat and equity trading account is a must.
    • Good Communication Skills.

    Equity Dealer – Trade Over Phone Desk
    ORGANISATION IDBI Capital Market Services Limited
    DESIGNATION Equity Dealer – Trade Over Phone Desk
    NO. OF VACANIES 4
    EXPERIENCE RANGE 1 to 3 years of relevant experience
    CRITICAL EXPERIENCE Stock broking experience is mandatory
    ESSENTIAL QUALIFICATIONS Any graduate / post-graduate. NCFM Capital Market and Derivative modules (NSE/BSE cash and FO)
    LOCATION Nariman Point, Mumbai
    CANDIDATE'S PROFILE
    • Background in equity dealing with any established stock-broking company in a similar role
    • Knowledge and understanding of various equity / non-equity & derivative products
    • Self motivated and target oriented go-getter looking to build a successful career
    • Can handle the clients orders & trades over phone
    JOB DESCRIPTION / RESPONSIBILITIES
    • To place orders for clients on Fast-Trade with very high proficiency in speed and accuracy
    • Confirmations on Recorded Lines
    • To generate business by giving high turnover & volume to the company
    • Maintaining relationships with the clients
    • To escalate the customer grievances / trade errors and to resolve it immediately
    • Maintaining secrecy of the customer personal & trades data

    Receptionist cum Front Office Executive
    Reporting to Administration Department
    Qualification & Experience Education: Graduate
    Years of Experience: 1 Year & above
    Location Mumbai
    Job summary Profile involves -
    • Handling EPABX Board.
    • Responsible for all types of incoming and outgoing calls
    • Consolidating the attendance of pan India branches, preparing the report
    • Ensuring the arrangement of Conference Hall/Meeting room as per the requirement
    • Receiving couriers
    • Coordinating for the walk- ins and maintaining the data
    • Follow up with employees for submission of their medical certificate
    Skills & Attitudes
    • Basic computer knowledge (Word & Excel)
    • Pleasant Personality
    • Excellent Interpersonal & Communication skills
    • Positive attitude & Assertive
    • Spontaneous
    • Ability to handle multiple tasks

    Relationship Manager- High Net Worth individual
    ORGANISATION IDBI Capital Market Services Limited
    DESIGNATION Relationship Manager- High Net Worth individual
    NO. OF VACANIES 2
    EXPERIENCE RANGE 2 to 4 years of relevant experience
    CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification
    ESSENTIAL QUALIFICATIONS Any graduate / post-graduate.
    LOCATION Mumbai
    CTC Commensurate with experience
    CANDIDATE'S PROFILE
    • Responsible for acquisition & servicing of High Net Worth individual and corporate clients.
    • Accountable for handling portfolios of HNI clients for equity.
    • Responsible for identifying customer needs and assessing their risk appetite.
    • Responsible for achieving targets as assigned by the organization.
    • Deepen the relationship by Cross selling other financial Products and Services according to Customer Needs.
    • Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.
    • Responsible for continuously tracking market trends and customer requirements and providing regular updates to the clients.
    SKILLS AND TRAITS
    • Excellent Communication & Presentation skills.
    • Must have existing client relationships in the market.
    • Should be a self-starter, proactive & target oriented.
    • Should possess strong networking & relationship building skills.

    Retail Analyst
    ORGANISATION IDBI Capital Market Services Limited
    DESIGNATION Retail Analyst
    NO. OF VACANIES 1
    EXPERIENCE RANGE More than 2-4 years of experience with in-depth knowledge of Research reports
    CRITICAL EXPERIENCE Equity Research experience is mandatory
    ESSENTIAL QUALIFICATIONS Graduate/MBA
    LOCATION Mumbai
    CTC Commensurate with experience
    CANDIDATE'S PROFILE
    • Have strong knowledge of finance and capital markets.
    SKILLS AND TRAITS
    • Excellent Communication & Presentation skills.
    • Excellent relationship management and networking skills.
    JOB DESCRIPTION / RESPONSIBILITIES
    • Generating trading calls on a daily basis for derivatives/ equity with a high degree of accuracy.
    • Generating reports on equities for short, medium and long term investments to be shared with retail and HNI clients.
    • Developing investment reports on small and mid-cap stocks across sectors.
    • Analyzing sector trends and generating sector reports.
    • Developing reports on IPO investment strategies
    • Attending Analyst and management meetings, coordinating with management, for specific research advises.
    • Regular interaction with dealing team and keep them updated with market news and stock advises.
    • Providing riskless strategies in derivatives specifically in options to the clients on the basis of the primary and secondary data.
    • Meeting/Interaction with HNW clients for portfolio analysis and trading advises. Training of dealers/staff on research analysis
    • Co-ordinate with sales and business development team, and other business verticals.
    • Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication.