We are seeking a dynamic and detail oriented Equity Dealer to execute trades on behalf of clients, provide market insights, and ensure seamless trading operations. The ideal candidate will have a solid understanding of stock markets, trading platforms, and client…
We are seeking a dynamic and client focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients’ financial goals. The ideal…
Job Responsibilities Preferable Female candidate Opening Demat Accounts Follow up and Communication with Main Branch. Making calls to the clients, solve the queries, Inter departmental coordination, Provide support, service, and guidance to the client on continuous basis. Coordinate with HODs.…
Location: Athwa Gate, Surat (Shifting to Vesu in ~6 months) Qualification: BBA – Finance & Marketing Salary: ?15,000 ?20,000/month Experience: Min. 1 year in a similar industry Ckredence Wealth (formerly Chirag Investments) has been a trusted name in wealth management…
We are seeking a detail oriented Mutual Fund Back Office Executive with a minimum of 2 years of experience in MF operations. Key Responsibilities: Process MF transactions – purchase, redemption, SIP, STP, SWP, switches, etc. Operate MF platforms like BSE…
We are seeking a detail oriented and organized a male Account Assistant to support our finance and accounting operations. The ideal candidate will be responsible for handling routine accounting tasks including data entry, GST filings, TDS payments, and assisting with…
We are seeking a proactive, professional receptionist to oversee front desk duties and assist with routine financial and administrative work. The ideal applicant should be able to conduct basic banking tasks, generate reports from internal portals, and communicate well in…
The PMS Dealer is responsible for executing trades based on portfolio strategies, monitoring market conditions, and ensuring accurate transaction records. They collaborate closely with portfolio managers to align trading activities with investment objectives. Key Responsibilities: Execute buy and sell orders…
The PMS Dealer is responsible for executing trades based on portfolio strategies, monitoring market conditions, and ensuring accurate transaction records. They collaborate closely with portfolio managers to align trading activities with investment objectives. Key Responsibilities: Execute buy and sell orders…