| Job Position | Specialisation | Requisite Qualification / Knowledge |
|---|---|---|
| Wealth RM | Client Acquisition & Business Development, Wealth Management & Investment Advisory, Relationship Management, Financial Products Knowledge (Mutual Funds, PMS, Bonds, Insurance), Sales & Target Achievement | B.Com / BBA / BCA / NISM V-A / V-B. 3–5 years’ experience |
| Stock Advisory RM | Stock Market Advisory, Client Relationship Management, Investment Advisory, Portfolio Management, Business Development | B.Com / BBA / BCA. 3–5 years’ experience |
| Operations | Operations Management, Transaction Processing, Client Servicing, Documentation & Compliance, Coordination & Process Management | B.Com / BBA / BCA. 0–1 years’ experience |
| Wealth RM | LAS (Loan Against Securities), Demat Account Opening, and servicing | B.Com / BBA / BCA / MBA (Finance) / NISM Certification (preferred). 1–2 years’ experience |
| Marketing Manager | Generate and manage leads across channels; build and execute lead generation campaigns (digital, offline, referral). Nurture and convert leads in coordination with sales/RM teams, track conversion funnels, and optimize lead quality and volume. | Graduate/Postgraduate in Marketing, Business Administration, or related field. 3–6 years’ experience in lead generation, demand generation, or marketing management, preferably in BFSI/financial services. Strong knowledge of CRM tools, digital marketing, and campaign analytics. |
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