At Sharad Mishra And Association, you will be the guardian of our client’s wealth, appointed to understand and manage their investment needs. You will have the opportunity to work with a distinguished clientele and a diverse set of financial services.
Area Manager – Client Acquisition
You will be enthusiastic candidates with flair to communicate with Ultra HNI Clients in Mumbai for acquisition / lead generation for business development team. Must be proficient in speaking Gujarati or Marathi or English Language.
You will be proficient in Technical Analysis of Financial Market(s) concepts and Derivatives Analysis and shall manage a
team of Technical Associates. Candidate must have knowledge of F&O data analysis and well versed in use of related softwares.
Operations Head – Investment Advisory
Prior work experience of minimum 8-10 years in Equity Broking with minimum 5 years as a Dealer on NEST software for equity and currency trading is a must. Candidate must be proficient in Basket Order Trading for Group of clients.
Client Acquisition Manager
For More details :
You will be enthusiastic candidates with flair to communicate with Ultra HNI
clients in Mumbai for acquisition / lead generation for business development team. Must be proficient in speaking Gujarati or Marathi or English Language.
Business Development Manager
BDM will acquire and manage HNI relationships for our Investment
Advisory and Wealth Management services. Will be responsible for
sales of Equity, Equity & Currency Derivatives Trading Advisory and
Financial Planning through MF, corporate bonds, tax free bonds etc.
No life insurance sales.
People who have worked in the above similar profile with Organization’s into Wealth Management, Bank’s, Cams, Karvy or any other registrar, Mutual Fund Houses, Charted Accountancy Firms, NBFCs etc are welcome to join us. Even a fresher with a positive attitude and a zeal to learn is welcomed at Sharad Mishra And Association. We welcome candidate’s looking for better growth, pay, incentives, and a professional work environment without politics.
CFPCM / CFP / CFA / CA Certification would be an added advantage for all career openings.
CFPCM Certification would be an added advantage for all career openings. If you feel that you would be a good fit with our values described in the previous sections and the opportunities described above then you could email us your profile at firstname.lastname@example.org with the subject for the position you are applying for along with your most recent passport size photograph.