Key Responsibilities1. Digital Strategy & Planning Develop and execute comprehensive digital marketing strategies aligned with business goals Plan quarterly and annual digital campaigns for client acquisition and brand positioning Identify growth opportunities across paid, organic, and content driven channels 2.…
The Demat & Clearing Executive is responsible for managing depository operations, clearing and settlement activities, and ensuring accurate and timely processing of client securities in compliance with regulatory and exchange norms. Key ResponsibilitiesDemat Operations Handle Demat account opening, modification, and…
Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code…
Job Purpose The Back Office Executive is responsible for ensuring smooth post trade operations, including trade processing, settlement support, client data maintenance, MIS reporting, and regulatory compliance, thereby supporting front office dealers and relationship managers. Key Responsibilities Trade & Operations…
Key responsibilities · Client needs assessment: Interview clients to understand their financial situations, insurance needs, and long term goals. · Product sales: Recommend and sell insurance products (life, health, disability) and risk management strategies to both new and existing clients.…