We are hiring for a leading Financial Company for Surat Location. The JD is as below: Job description Primary Role: Periodic reporting as a SEBI registered Stock Broker and Depository Participant and tracking of amendments: Regulating Authorities: SEBI, CDSL, NSDL, NSE, BSE, ICCL Periodic reporting as a PFRDA registered Point of Person for NPS and tracking of amendments: Regulating Authority: PFRDA To coordinate with the finance, operations and IT department for obtaining relevant information and details for preparation of the certificates and reports to be submitted with the various regulators/SRO/MIIs. Dealing and coordinate with the Internal Auditors/ External Auditors Ensure timely intimation to the regulators with respect to incidental compliance i.e. updation of DP service centers, updation of branches, Change in Name, Shareholding, Principal Officer, Compliance Officer, etc. of the Companies registered with the regulators/SROs/MIIs. Ensuring updation of various forms applicable for onboarding of clients for trading and demat account opening and allied services. Ensure entry, storage, updation of the NJ Compliance Module in the system. To keep storage and custody of License and Registration Certificates issued by the regulators. FATCA and CRS reporting and coordination with Consultant. To ensure provisions of PMLA and Surveillance related laws are duly complied. Ensure efficient functioning of team and assist team members to achieve optimum performance levels. Secondary Role Helping superior in preparing the MIS reports as and when required. Helping superior for any incidental task. Team Handling Job Types: Full-time, Permanent Pay: ₹700,000.00 - ₹900,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Education: Bachelor's (Preferred) Experience: SEBI Regulations: 5 years (Preferred) Depository Compliance: 5 years (Preferred) Securities & Exchange Commission: 5 years (Preferred) Work Location: In person

You will be joining a leading financial product distributor with the following responsibilities: - Developing the insurance business in the assigned area by providing support to the Sales Team. - Engaging in strategic planning for the business development of insurance products in coordination with the Branch Manager. - Conducting training sessions for advisors on Product, Processes, and Policies as defined by the Head office. - Building relationships with insurance companies and facilitating various activities through liaison. - Planning, executing activities, and overall management of the assigned area. - Providing operational assistance to mapped branches for logins and issuance. - Participating in Business Opportunity Presentations to attract new advisors to the business. This is a Full-time, Permanent position with benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work schedule is during the day shift, and there is a performance bonus offered. The ideal candidate should have a total of 6 years of work experience. The work location is in person. For further details, you can contact the employer at +91 7827761609.,

We are hiring for the role of Financial Distributor for Kanpur location. Please find the details below: Managing team of Unit Managers, Agency Managers and Express Manager to develop and grow insurance Business. ● Mentoring the team, developing their technical knowledge and enhancing their business development skills ● Strategic planning for business development of insurance products in coordination with Branch Manager. ● Review the business of the team on a monthly basis and planning for achievement of laid down business targets ● Training of the advisors on Product, Processes and Policies as defined by Head office. ● Relationship building with insurance companies and liasioning for various activities. ● Activity Planning, Execution and overall management. ● Operational Assistance for logins and issuance. ● Involvement in doing Business Opportunity Presentation for bringing new advisors in the business. ● Ensuring maximum usage of NJ IT Platform amongst the team and partners ● Ensuring that all compliances are adhered to at the branch level for all the business mobilised Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹900,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Fixed shift Supplemental Pay: Performance bonus Experience: Insurance sales: 5 years (Preferred) Work Location: In person

We are hiring for a leading financial distributor for Surat location. The details are below: Role Summary: We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our mutual fund distribution business through structured fund analysis, performance evaluation, and process due diligence. The role involves maintaining accurate fund data, publishing insightful research reports, classifying funds based on relevant parameters, and engaging with fund houses to understand and track their investment strategies. Key Responsibilities: Data Management & System Updates Verify and reconcile fund classification, categories, and benchmark alignment. Maintain qualitative and quantitative data of MF schemes. Fund Analysis & Classification Develop frameworks to classify funds based on style (e.g., value, growth, blend), market cap, strategy, and factor orientation. Evaluate fund performance using risk ratios like drawdown, negative observations, Standard deviations, etc. Track the consistency of fund rankings and performance across rolling periods and peer comparisons. Research Report Generation Prepare periodic research reports (monthly/quarterly/annual) covering: Scoring funds on the basis of consistency and risk measures Industry inflows and outflows, New fund offers (NFOs) analysis Provide research support for internal teams, distributors, and clients. AMC Interaction & Process Understanding Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process. Document fund house processes, team structure, and adherence to stated investment mandates. Flag significant changes in fund strategy, manager, or process that may impact recommendations. Monitoring & Compliance Track and monitor the consistency of funds with their stated investment objectives. Highlight red flags such as frequent strategy shifts, style drifts, or underperformance. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹900,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Experience: Mutual Funds Analyst: 1 year (Preferred) Work Location: In person

Key Responsibilities ● Partner Engagement & Recruitment: ○ Identify and onboard existing Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. ○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. ● Strategic Planning: ○ Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. ○ Drive and monitor progress on recruitment and insurance sales targets. ● Relationship Management: ○ Build and nurture positive working relationships with partners to promote long-term business growth. ○ Provide support to the POSP / CIA to achieve their goals. ● Product Promotion: ○ Focus on the promotion and sales of both Life and Non-Life Insurance products. ○ Ensure a thorough understanding of insurance products to guide and assist partners effectively. ● Business Targets: ○ Achieve recruitment targets for POSP/BQP roles. Job Types: Full-time, Permanent Pay: ₹200,000.00 - ₹560,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Experience: Insurance sales: 3 years (Preferred) Work Location: In person Speak with the employer +91 7827761609

We are looking for a Research Analyst to join our leading financial distributor team in Surat. As a Research Analyst, you will be responsible for conducting structured fund analysis, performance evaluation, and due diligence to support our mutual fund distribution business. Your role will involve maintaining accurate fund data, generating insightful research reports, classifying funds based on various parameters, and engaging with fund houses to understand and track their investment strategies. Key Responsibilities: Data Management & System Updates: - Verify and reconcile fund classification, categories, and benchmark alignment. - Maintain qualitative and quantitative data of mutual fund schemes. Fund Analysis & Classification: - Develop frameworks to classify funds based on style, market cap, strategy, and factor orientation. - Evaluate fund performance using risk ratios like drawdown, Standard deviations, etc. - Track fund rankings and performance consistency across rolling periods and peer comparisons. Research Report Generation: - Prepare periodic research reports covering fund consistency, risk measures, industry trends, and new fund offers analysis. - Provide research support for internal teams, distributors, and clients. AMC Interaction & Process Understanding: - Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process. - Document fund house processes, team structure, and adherence to investment mandates. - Flag significant changes in fund strategy, manager, or process. Monitoring & Compliance: - Track fund consistency with investment objectives and highlight any red flags. - Identify strategy shifts, style drifts, or underperformance. This is a full-time, permanent position with benefits such as health insurance, provident fund, day shift schedule, performance bonus, and yearly bonus. The ideal candidate should have at least 1 year of experience as a Mutual Funds Analyst. The work location will be in person. If you are detail-oriented, dynamic, and passionate about mutual fund analysis, we encourage you to apply for this exciting opportunity.,