Latin Manharlal Securities offers you a golden opportunity to Rise and Shine in your career. Our employees are our biggest asset & we immensely value their skills & opinions, and it is their undying commitment, perseverance & drive towards maximizing customer satisfaction that will continue to take our Investment Company to higher & stronger levels.
So, join us if you wish to work in a challenging, energizing, stimulating & rewarding environment, and aspire to have a fruitful career in the world of finance.
Location : Khar West, Mumbai
Qualification : MBA/CFP/CFA
Experience in Years : 1 year
Scope and Responsibilities :
Assessing clients' financial situations, developing personalised investment strategies, and providing ongoing guidance to optimise client's wealth.
Location : Mumbai
Qualification : Any Bachelor's Degree (Preferred)
Experience in Years : Min 1 Year of Relevant Experience
Scope and Responsibilities :
1. Make outbound calls to potential clients to introduce our stock market research advisory services.
2. Understand clients’ needs and provide information about our services to meet their requirements.
3. Maintain a high level of product knowledge to effectively communicate and sell our services.
4. Follow up on leads and conduct research to identify potential prospects.
5. Maintain accurate records of calls, client interactions, and sales activities in our CRM system.
6. Achieve monthly and quarterly sales targets.
7. Build and maintain strong client relationships to ensure repeat business and referrals.
Location : Mumbai
Qualification : UG: B.A in Any Specialization, B.Com in Any Specialization
Experience in Years : Min 1 Year of Relevant Experience
Scope and Responsibilities :
· Manage depository operations, including CDSL and NSDL.
· Ensure compliance with SEBI regulations and NISM standards.
· Validate data accuracy for trade settlements.
· Oversee custody services for securities transactions.
· Coordinate with internal teams to resolve operational issues.
Job Requirements :
· Strong understanding of depository operations, custody, and trade settlement processes.
· Proficiency in PAN India operations management.
· Excellent communication skills for effective coordination with internal stakeholders.
Location : Mumbai
Qualification : Any Graduate, PG: Any Postgraduate, Certification of NISM compulsory
Experience in Years : Min 1 Year of Relevant Experience
Scope and Responsibilities :
1. Ability to advise the clients from time to time based on the research advices.
2. Generating Brokerage and volume.
3. To trade for the clients, keeping them informed about rates , research information , and market outlook , order & trade details and confirmations.
4. Cross selling other investment products.
Location : Mumbai
Qualification : UG: B.Tech/B.E. in Any Specialization, PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization
Experience in Years : Min 1 Year of Relevant Experience
Scope and Responsibilities :
Equity Broking & Investment Products.
The candidate will be responsible for Demat & Trading account opening, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Location : Mumbai
Qualification : UG: B.Tech/B.E. in Any Specialization, PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization
Experience in Years : Min 1 Year of Relevant Experience
Scope and Responsibilities :
1. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
2. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
3. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts.
4. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
5. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
