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 in equity markets as per portfolio requirements. Monitor market trends and provide timely insights to portfolio managers. Maintain accurate records of all transactions and ensure compliance with regulatory standards. Coordinate with fund manager to confirm trade executions and address any queries. Utilize trading software and tools to optimize trade execution and reporting. Qualifications: Bachelor's degree in Finance, Economics, or related field; a postgraduate degree is advantageous. Relevant NISM certification is mandatory. Proficiency in trading platforms and financial analysis tools. Strong understanding of equity markets and investment strategies. Excellent communication and analytical skills. Advance MS Excel skills is must. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Education: Bachelor's (Required) Experience: MS excel: 1 year (Preferred) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

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 relationship management. Key Responsibilities: Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients. Monitor stock market movements and provide real-time trading advice to clients. Maintain active communication with clients to inform them of market trends, investment options, and risk factors. Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities. Coordinate with the back-office team for timely settlement and reporting. Maintain and grow client relationships to ensure repeat business and client satisfaction. Prepare daily and periodic trading reports for internal and client use. Monitor client positions and margin requirements to prevent over-leveraging. Support in onboarding new clients and advising them on investment strategies. Qualifications & Skills: Bachelor's degree in Finance, Commerce, or a related field. Mandatory: NISM Series VIII - Equity Derivatives Certification. Good understanding of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.). Strong analytical, communication, and interpersonal skills. Ability to work in a fast-paced, high-pressure environment. Client-centric approach with an interest in relationship management. Job Type: Full-time Pay: ₹10,000.00 - ₹15,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Education: Bachelor's (Required) Experience: equity dealer: 1 year (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

We are seeking a proactive and client-focused Customer Relationship Manager to manage and enhance client relationships for our wealth management and stock broking operations. The ideal candidate will be responsible for onboarding clients, understanding their financial goals, offering appropriate investment solutions, and ensuring a seamless client experience. Key Responsibilities: Client Relationship Management: Maintain and develop strong relationships with HNI and retail clients. Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues. Regularly update clients on market trends, investment opportunities, and portfolio performance. Sales & Advisory Support: Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc. Support business development by cross-selling and upselling investment products. Assist in achieving revenue targets through client retention and acquisition. Onboarding & Documentation: Guide new clients through KYC, account opening, and compliance formalities. Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.). Market Awareness: Stay informed about financial markets, stock movements, and product innovations. Share insights and recommendations with clients in collaboration with the research team. Client Servicing & Reporting: Monitor client portfolios and generate performance reports. Coordinate with back-office and operations to ensure smooth transaction processing and reporting. Key Skills & Competencies: Strong interpersonal and communication skills Financial and investment acumen Client-focused approach Good understanding of equity markets and financial instruments Problem-solving and decision-making abilities Proficiency in CRM software and MS Office tools Qualifications: Bachelor’s degree in Finance, Commerce, or related field (MBA/PGDM preferred) NISM certifications (Series VII, VA,XI etc.) will be an added advantage Minimum 2–5 years of experience in client servicing/sales in wealth management or broking industry Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Education: Bachelor's (Required) Language: English (Preferred) Location: Vesu, Surat, Gujarat (Preferred) Willingness to travel: 75% (Preferred) Work Location: In person Speak with the employer +91 8511081187

We are looking for a dedicated and reliable Housekeeping Staff member to maintain cleanliness and hygiene in our office premises and assist with basic hospitality tasks. The ideal candidate will ensure a neat, clean, and safe environment for all employees and visitors. Key Responsibilities: Perform daily cleaning of floors, restrooms, offices, and common areas. Dust and polish furniture, fixtures, and fittings. Dispose of waste and maintain cleanliness in waste disposal areas. Replenish supplies such as soap, sanitizer, and paper towels. Prepare and serve tea and coffee for staff and guests as needed. Report any maintenance or repair needs to the supervisor. Follow health and safety regulations at all times. Assist with special cleaning tasks as required. Maintain inventory of cleaning supplies and request replenishments timely. Skills & Qualifications: Basic literacy and numeracy skills. Physical stamina to perform cleaning tasks efficiently. Attention to detail and a sense of responsibility. Ability to prepare tea and coffee. Ability to work independently and as part of a team. Prior experience in housekeeping or cleaning is preferred. Working Hours: 9 AM to 6 PM Job Type: Full-time Pay: ₹8,000.00 - ₹12,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Secondary(10th Pass) (Preferred) Location: Vesu, Surat, Gujarat (Required) Work Location: In person

We are looking for a professional and well-groomed female Front Desk Receptionist to be the first point of contact for clients and visitors. The ideal candidate will have prior experience in a corporate or financial environment, excellent communication skills, and a strong client service orientation. Key Responsibilities: Welcome and assist clients and visitors in a courteous and professional manner Handle incoming calls, route them appropriately, and manage messages/logs Schedule meetings, manage calendars, and ensure smooth front office operations Maintain the reception area and meeting rooms in an orderly and professional manner Coordinate courier services, maintain visitor records, and manage office supplies Provide administrative support to departments as required Ensure confidentiality and uphold a professional office environment at all times Requirements: Female candidates only Graduate in any discipline; additional office management training is a plus 1–2 years of relevant experience, preferably in finance, banking, or corporate setups Excellent communication skills in English, Hindi, and local language Proficient in MS Office and basic office equipment Presentable, polite, and client-focused with a professional attitude Strong organizational and multitasking abilities Job Type: Full-time Pay: ₹10,000.00 - ₹15,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Preferred) Language: English (Required) Gujarati (Required) Location: Vesu, Surat, Gujarat (Required) Work Location: In person

At Ckredence Wealth Management Pvt. Ltd., we believe that impactful visuals paired with compelling content drive our brand’s growth and client engagement. Join us as we craft clear, creative, and confident communication in the finance sector. Role Overview: We’re seeking a creative and motivated Graphic Designer & Content Creator with at least 1 to 1.5 years of experience. You will design compelling visuals and create engaging content that strengthens our brand presence across digital platforms. Key Responsibilities: Design eye-catching graphics for social media, email campaigns, presentations, and marketing materials. Create original and relevant content aligned with our brand voice and financial industry standards. Collaborate with marketing and HR teams to develop promotional materials and social media campaigns. Manage content calendars and ensure timely delivery of creative assets. Use design tools like Canva and Figma proficiently to produce professional-quality work. Optimize graphics and content for various digital channels including LinkedIn, Instagram, and the company website. Stay updated on digital marketing trends and best practices. Required Skills & Qualifications: Minimum 1 – 1.5 years experience as a Graphic Designer and Content Creator, preferably in finance or corporate sectors. Strong proficiency in Canva and Figma is a must. Ability to write clear, concise, and engaging content tailored to the target audience. Understanding of digital marketing principles and social media platforms. Attention to detail with strong aesthetic sense and brand alignment. Ability to manage multiple projects and deadlines independently. Good communication and teamwork skills. What We Offer: A platform to innovate and grow within a respected wealth management firm. Collaborative, creative work environment. Competitive salary and benefits. Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Required) Experience: Figma: 1 year (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

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 Star MF / NSE NMF II. Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution. Handle KYC, FATCA & compliance documentation. Maintain accurate transaction records & client portfolios. Prepare MIS reports, capital gains statements, and transaction summaries. Ensure compliance with SEBI and regulatory norms. Requirements: Graduate in Commerce/Finance; NISM V-A preferred. Strong knowledge of MF operations & platforms. Proficient in MS Excel & documentation. Excellent coordination and attention to detail. Job Type: Full-time Pay: ₹15,000.00 - ₹22,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Required) Experience: Operation Executive: 2 years (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

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 Star MF / NSE NMF II. Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution. Handle KYC, FATCA & compliance documentation. Maintain accurate transaction records & client portfolios. Prepare MIS reports, capital gains statements, and transaction summaries. Ensure compliance with SEBI and regulatory norms. Requirements: Graduate in Commerce/Finance; NISM V-A preferred. Strong knowledge of MF operations & platforms. Proficient in MS Excel & documentation. Excellent coordination and attention to detail. Job Type: Full-time Pay: ₹15,000.00 - ₹22,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Required) Experience: Operation Executive: 2 years (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

We are looking for a dedicated and reliable Housekeeping Staff member to maintain cleanliness and hygiene in our office premises and assist with basic hospitality tasks. The ideal candidate will ensure a neat, clean, and safe environment for all employees and visitors. Key Responsibilities: Perform daily cleaning of floors, restrooms, offices, and common areas. Dust and polish furniture, fixtures, and fittings. Dispose of waste and maintain cleanliness in waste disposal areas. Replenish supplies such as soap, sanitizer, and paper towels. Prepare and serve tea and coffee for staff and guests as needed. Report any maintenance or repair needs to the supervisor. Follow health and safety regulations at all times. Assist with special cleaning tasks as required. Maintain inventory of cleaning supplies and request replenishments timely. Skills & Qualifications: Basic literacy and numeracy skills. Physical stamina to perform cleaning tasks efficiently. Attention to detail and a sense of responsibility. Ability to prepare tea and coffee. Ability to work independently and as part of a team. Prior experience in housekeeping or cleaning is preferred. Working Hours: 9 AM to 6 PM Job Type: Full-time Pay: ₹8,000.00 - ₹12,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Secondary(10th Pass) (Preferred) Location: Vesu, Surat, Gujarat (Required) Work Location: In person

We are looking for a professional and well-groomed female Front Desk Receptionist to be the first point of contact for clients and visitors. The ideal candidate will have prior experience in a corporate or financial environment, excellent communication skills, and a strong client service orientation. Key Responsibilities: Welcome and assist clients and visitors in a courteous and professional manner Handle incoming calls, route them appropriately, and manage messages/logs Schedule meetings, manage calendars, and ensure smooth front office operations Maintain the reception area and meeting rooms in an orderly and professional manner Coordinate courier services, maintain visitor records, and manage office supplies Provide administrative support to departments as required Ensure confidentiality and uphold a professional office environment at all times Requirements: Female candidates only Graduate in any discipline; additional office management training is a plus 1–2 years of relevant experience, preferably in finance, banking, or corporate setups Excellent communication skills in English, Hindi, and local language Proficient in MS Office and basic office equipment Presentable, polite, and client-focused with a professional attitude Strong organizational and multitasking abilities Job Type: Full-time Pay: ₹10,000.00 - ₹15,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Preferred) Language: English (Required) Gujarati (Required) Location: Vesu, Surat, Gujarat (Required) Work Location: In person

At Ckredence Wealth Management Pvt. Ltd., we believe that impactful visuals paired with compelling content drive our brand’s growth and client engagement. Join us as we craft clear, creative, and confident communication in the finance sector. Role Overview: We’re seeking a creative and motivated Graphic Designer & Content Creator with at least 1 to 1.5 years of experience. You will design compelling visuals and create engaging content that strengthens our brand presence across digital platforms. Key Responsibilities: Design eye-catching graphics for social media, email campaigns, presentations, and marketing materials. Create original and relevant content aligned with our brand voice and financial industry standards. Collaborate with marketing and HR teams to develop promotional materials and social media campaigns. Manage content calendars and ensure timely delivery of creative assets. Use design tools like Canva and Figma proficiently to produce professional-quality work. Optimize graphics and content for various digital channels including LinkedIn, Instagram, and the company website. Stay updated on digital marketing trends and best practices. Required Skills & Qualifications: Minimum 1 – 1.5 years experience as a Graphic Designer and Content Creator, preferably in finance or corporate sectors. Strong proficiency in Canva and Figma is a must. Ability to write clear, concise, and engaging content tailored to the target audience. Understanding of digital marketing principles and social media platforms. Attention to detail with strong aesthetic sense and brand alignment. Ability to manage multiple projects and deadlines independently. Good communication and teamwork skills. What We Offer: A platform to innovate and grow within a respected wealth management firm. Collaborative, creative work environment. Competitive salary and benefits. Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Required) Experience: Figma: 1 year (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person