It is a multi-dimensional, full-time role in the broking & distribution (capital markets) vertical of Qrate Capital LLP. Day-To-Day Responsibilities:
Client onboarding process, KYC updation and modification
Execution of client’s Investment Plan
Monitoring and periodic review of client’s portfolio
Modification in client’s investment plan to align with market dynamics
Redressal of problems or inefficiencies
Manage firm's Linked In Page
Preferred Skill-sets:
Basic knowledge of finance and capital markets
Good command over English (oral & written) and Hindi (oral)
Eye for detail and interest in setting up processes and systems
Interest in digitisation and process optimisation
Additional Learning Opportunities: Candidate may also be involved in other projects or assignments as and when the opportunity arises. There may also be opportunities to get involved in creating investor education content or contributing to Qrate’s Linkedin page or blog. No Sales Target: We do not set any Sales targets or incentives for employees. As an organisation, we do not undertake cold calling or any other “push” sales activity. Location: The candidate will have to work from our office based in Thane with some flexibility for remote work in exceptional circumstances. It will be preferable if the individual stays in Thane or nearby suburbs. About the Firm - Qrate Capital LLP Founded in 2019, Qrate has two distinct service verticals, management consultancy services and broking & distribution (capital markets) services.
Management Consultancy – Qrate delivers tailored strategies and solutions to clients’ business challenges across diverse sectors such as pharmaceutical, metals, third party litigation finance, etc.
Broking & Distribution (Capital Markets) – Qrate is an AMFI registered mutual fund distributor and NSE, BSE empanelled equity sub-broker. Qrate facilitates the entire wealth creation journey of the client right from Planning & Curation, Operations & Execution, to Review and Refinement.
Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Benefits:
Paid sick time
Schedule:
Day shift
Education:
Bachelor's (Required)
Work Location: In person Expected Start Date: 01/11/2024