Ocean Finvest

Job Description: Operations ExecutivePosition: Field Sales ExecutiveDepartment: Institutional SalesLocation: AhmedabadEmployment Type: Full TimeReports To: Manager About the Company: Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an astounding AUA of ₹5000+ crore, empowering over 5000 families, investors, and businesses. This is a full-time role at Ocean Finvest India Pvt Ltd. The role will be located in Ahmedabad. The Executive will be responsible for developing and maintaining relationship with institutional and retail clients. Qualification Any Graduate with good sales and communication skillsMBA in marketing will be an added advantageExcellent presentation skill2+ years of experience KEY RESPONSIBILITIES Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc.Stay abreast of market developments, trends, and regulations related to all investment products.Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth.Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR’s of respective companiesWork with research teams to deliver comprehensive services to clientsPrepare and present detailed reports to clients and internal stakeholdersIdentify new business opportunities and acquiring potential clients through cold calling, referrals, and networking and leverage existing client relationships to drive sales growth.Stay abreast of market developments, trends, and regulations. WHY JOIN US Great work environment Opportunity to work with experienced and supportive team Develop your skills and grow in a results-driven, empowering environment Competitive incentives and recognition for outstanding performance. WHAT YOU NEED TO EXCELWe need candidates to have following skillsA genuine passion for salesOn technical side – MS Office (Excel, PowerPoint) & Google SuiteMust possess good communication & Interpersonal skills Ready to make an impact and grow your career with us? Apply now and become part of our thriving sales team! Interested candidates can send their resumes to hr@oceanfinvest.in with the subject line "Application for Field Sales Executive." Follow us on the following pages to get daily market updateshttps://www.facebook.com/oceanfinvest/https://www.linkedin.com/company/oceanfinvestofficial/https://www.instagram.com/_oceanfinvest_/https://x.com/FinvestOceanhttps://www.youtube.com/@oceanfinvest

Role Description This is a full-time on-site role for a Video Editor located in Ahmedabad. The Video Editor will be responsible for video production, video editing, video color grading, motion graphics, and creating graphics on a day-to-day basis. Qualifications Video Production and Video Editing skills Video Color Grading and Motion Graphics abilities Graphic design skills Experience in video content creation and editing Ability to work collaboratively in a team setting Strong attention to detail and creative mindset Proficiency in relevant software and tools Interested candidates please share cv with hr@oceanfinvest.in Show more Show less

Job Description of Wealth Relationship Manager Job Location: Bhopal As a Wealth Manager, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial securities. Key Responsibilities & Accountabilities • Financial Planning and Portfolio Services • Responsible for end to end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy. • Having fantastic, value creating & memorable conversations with clients every single day! • Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options. • Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. • Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation. • Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams. • Being an advisor and not a sales person. • Driving AUM by deepening existing relationships and building new relationships on self-source basis. • Revenue Generation. • Continuous learning, to be better equipped to face varied range of investors. • Being the Face of the company for the investors, and the Voice of the investors for the company. Opportunity to work in multiple financial products • Mutual Funds • IPO • Secondary Market • Unlisted Equity • International Equity • Bonds/Fixed Income Securities • Tax Advisory • Insurance (Life & General) • PMS & AIF Required Education, Skill Set & Knowledge • Graduate / Post graduate – MBA Finance will have an advantage. • Financial Advisory Experience of at least 1-3 Years. • Understanding of basic investment and financial concepts is essential. • Should be a self-starter and proactive approach. • Relationship-building skills. Remuneration As per industry standards and work experience. Show more Show less

Company Description Ocean Finvest, a SEBI and AMFI-registered advisory firm since 2014, specializes in innovative wealth management and financial solutions. Based in Bhopal, our firm empowers over 5000 families, investors, and enterprises, managing portfolios with an AUM exceeding ₹1000 crore. Our expertise spans investment advisory, succession planning, estate planning, social impact investing, and end-to-end financial solutions. We are dedicated to personalized strategies and clients' long-term financial prosperity, helping shape secure financial futures. Role Description This is a full-time, on-site Wealth Manager role located in Bhopal. The Wealth Manager will be responsible for developing and implementing financial plans, managing investments, and providing financial and insurance advice. Daily tasks will include client portfolio management, conducting financial assessments, executing investment strategies, and ensuring client financial goals are met through comprehensive financial planning. Qualifications \n Skills in Financial Planning, Financial Management, and Finance Proficiency in Investment Management and handling investments Experience in providing Insurance advice Strong communication and interpersonal skills Ability to analyze market trends and financial data Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are beneficial Bachelor's degree in Finance, Economics, Business Administration, or related field

You will be joining Ocean Finvest, a SEBI and AMFI-registered advisory firm specializing in innovative wealth management and financial solutions since 2014. Our firm, based in Bhopal, empowers over 5000 families, investors, and enterprises, managing portfolios with an AUM exceeding 1000 crore. We offer expertise in investment advisory, succession planning, estate planning, social impact investing, and end-to-end financial solutions. Our commitment lies in crafting personalized strategies that ensure our clients" long-term financial prosperity and help shape secure financial futures. As a full-time Wealth Manager located in Bhopal, you will play a crucial role in developing and implementing financial plans, managing investments, and providing financial and insurance advice. Your responsibilities will include client portfolio management, conducting financial assessments, executing investment strategies, and ensuring that client financial goals are met through comprehensive financial planning. To excel in this role, you should possess skills in Financial Planning, Financial Management, and Finance, along with proficiency in Investment Management and handling investments. Experience in providing insurance advice is essential, and strong communication and interpersonal skills are a must. Your ability to analyze market trends and financial data will be instrumental in offering tailored financial solutions. Holding relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be beneficial. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required for this position.,

Job Title: Equity Dealer Location: Ahmedabad Department: Dealing/Trading Desk Reports To: CEO / Director / Research Analyst Employment Type: Full-Time Job Summary: The Equity Dealer is responsible for executing equity trades on behalf of clients or the firm, ensuring timely, accurate, and compliant order execution in stock markets. The role involves working closely with Directors , research analysts, and clients, while staying abreast of market trends and ensuring optimal trade execution. Key Responsibilities: Trade Execution: Execute buy/sell orders for equities and equity-related instruments across exchanges. Ensure best execution practices while adhering to internal and regulatory guidelines. Order Management: Manage and monitor client orders through the order management system (OMS). Ensure accurate and timely order processing and trade confirmation. Market Analysis: Monitor stock market trends, liquidity, and price movements. Provide real-time market insights to portfolio managers and clients. Risk Management & Compliance: Adhere to compliance regulations, including market conduct, trading limits, and reporting obligations. Ensure KYC/AML compliance for all client trades. Client Interaction: Communicate with clients regarding order status, trade execution, and market updates. Coordinate with back-office and settlement teams to resolve trade discrepancies. Record Keeping: Maintain accurate records of all trades, client interactions, and market research. Generate daily/weekly reports on trade activity, positions, and market performance. Key Skills and Qualifications: Bachelor’s or Master's degree in Finance, Economics, Business, or related field. Certification in NISM Series VIII (Equity Derivatives) (Mandatory). Proven experience in equity dealing/trading (1– 3 years or more). Strong understanding of capital markets, equity instruments, and trading systems. Proficiency with trading platforms (ODIN terminal, NEST, NOW, XTS). Excellent numerical, analytical, and decision-making skills. Ability to perform under pressure and manage multiple trades simultaneously. High level of integrity, accuracy, and attention to detail.

Position: Wealth Officer Sales Location: Ahmedabad Employment Type: Full Time Reports To: Manager About the Company:- Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an astounding AUM of ₹6000+ crore, empowering over 5000 families, investors, and businesses. This is a full-time role at Ocean Finvest India Pvt. Ltd. The role will be located in Ahmedabad. The Person will be responsible for developing and maintaining relationship with institutional and retail clients. Qualification:- Any Graduate with good sales and communication skills MBA in marketing will be an added advantage Excellent presentation skill 2+ years of experience KEY RESPONSIBILITIES:- Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc. Stay abreast of market developments, trends, and regulations related to all investment products. Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth. Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR’s of respective companies Work with research teams to deliver comprehensive services to clients Prepare and present detailed reports to clients and internal stakeholders. Stay abreast of market developments, trends, and regulations. WHY JOIN US:- Great work environment Opportunity to work with experienced and supportive team Develop your skills and grow in a results-driven, empowering environment Competitive incentives and recognition for outstanding performance. WHAT YOU NEED TO EXCEL:- We need candidates to have following skills A genuine passion for sales On technical side – MS Office (Excel, PowerPoint) & Google Suite Must possess good communication & Interpersonal skills Key Skills and Qualifications:- Bachelor’s or Master's degree. Proven experience in sales (1– 3 years or more). Excellent decision-making skills. Ability to perform under pressure. High level of integrity, accuracy, and attention to detail.

We are looking for a Video Editor & Motion Graphic Designer who has a passion for creating visually engaging content. This role requires a mix of creativity and technical skills to bring ideas to life across multiple platforms like YouTube, Instagram, and Reels. You will be responsible for editing raw footage, designing motion graphics, and contributing to the creative direction of our video content. Key Responsibilities Shoot and edit engaging social media content. Transform raw footage into polished, professional video content. Design and animate motion graphics elements (titles, transitions, lower-thirds, kinetic text, etc.). Collaborate with the creative team on storyboarding, moodboards, and visual direction. Optimize videos for multiple digital platforms (YouTube, Instagram, Reels, etc.). Maintain organized project files, backups, and efficient workflows. Stay updated with latest video editing, animation, and social media trends. Requirements Basic knowledge of Adobe Premiere Pro and After Effects. Familiarity with other Adobe Creative Suite tools (Photoshop, Illustrator) is a plus. Understanding of video formats, resolutions, and codecs. Strong creative mindset with high attention to detail. Good communication and time management skills. A basic portfolio/demo reel showcasing your work (academic, freelance, or personal projects accepted). Preferred Qualifications (Nice to Have) Experience with typography, kinetic text animation, or motion tracking. Interest in social media content, advertising, or branded videos. Ability to work independently as well as collaboratively in a team environment. Why Join Us? Creative and collaborative environment. Opportunity to work on diverse, impactful projects. Hands-on experience in content creation for a growing brand. Space to experiment, learn, and grow your skills in editing & motion graphics. How to Apply: Send your resume with writing samples to branding.oceanfinvest@gmail.com

Location: Ahmedabad (On-site) Experience Required: Minimum 1 year in finance content writing Employment Type: Full-Time About Ocean Finvest Ocean Finvest is a leading Wealth Management & Investment Advisory firm offering a complete spectrum of financial products and services, including Mutual Funds, Stock Market, Bonds, Insurance, Smallcase, PMS, AIF, and more. With our deep expertise and client-first approach, we help investors make informed, confident, and profitable investment decisions. Role Overview We are seeking a Finance Content Writer with a flair for creativity, a strong research mindset, and an in-depth understanding of finance & investment concepts. The ideal candidate will be responsible for creating engaging, accurate, and SEO-optimized content that educates and connects with our audience while aligning with our brand voice. Key Responsibilities Research and write high-quality content on topics related to mutual funds, equities, bonds, insurance, and investment strategies. Create engaging blogs, social media posts, infographics, and video scripts. Break down complex financial concepts into clear, reader-friendly content for both beginner and advanced investors. Stay updated with market trends, economic news, and regulatory changes to ensure content accuracy. Collaborate with the marketing, research, and advisory teams to generate fresh ideas for campaigns. Ensure all content is SEO-friendly and optimized for maximum reach. Proofread and fact-check all finance-related content before publishing. Requirements Minimum 1 year of experience in finance content writing or a finance research role. Strong knowledge of investment products, wealth management, and financial markets. Excellent command over English language. Ability to write in a creative, engaging, and research-backed manner. Proficiency in conducting thorough market and product research. Understanding of SEO best practices is a plus. Degree in Finance, Economics, Business, or related field preferred (but not mandatory if you have strong experience). What We Offer Opportunity to work with a leading wealth management firm with a growing national presence. Exposure to diverse investment products & market insights. Creative freedom to bring your ideas and research to life. A collaborative work environment with a focus on growth & learning. How to Apply: Send your resume with writing samples to branding.oceanfinvest@gmail.com