Dear Team,
Please work on the position shared below.
Interview Process:
· Post CV Screening Sangeeta Shelatkar will provide a time slot to connect your candidate for a con call
· Post her short listing, candidate’s profile will be shared with the client
· Source candidates who can join immediately or with maximum 15 days’ Notice Period
· Relocating Candidates not considered
- Feedback TAT – 8 Working days
· Work from Home once in a week might have to visit the office.
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Sr. No. |
Candidate Name |
Location |
Total Experience |
Relevant Experience |
Current Company |
Current Designation |
Current CTC |
Expected CTC |
Notice Period |
Reasons To Quit |
Communication Skills on the scale of 10 |
Domain Knowledge on the scale of 10 |
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Previous Company 1 |
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Previous Company 2 |
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Previous Company 5 |
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Company Website: https: //www.firstglobalsec.com/
FG manages nearly $600 million in domestic India and Global assets, from thousands of small, medium and large investors, and this is growing rapidly because of our game-changing unique and proprietary Human + Machine investment model which delivers far better returns than traditional fund managers, with far lower risk. First Global has built one of the world's most advanced quantitative investech engines, using artificial intelligence and machine learning, called the FG Exotech. This engine powers the entire Investech business for FG, worldwide. Our clients come from all over the world: India, Asia, Europe, UK, US. First Global is India's most innovative, forward-thinking , tech- driven Investment management Firm. Blazing a trail of creative thinking, seeing trends ahead of the crowd, identifying major inflection points in companies, sectors, countries, regions and asset classes, First Global stands apart from the rest. First Global's research and ideas have been covered in major US, European and Asian publications like Wall Street Journal, CBS Market Watch, Forbes, Business Week, Bloomberg, Financial Times, Finance Asia, Etc. and rated very high in Institutional Surveys. First Global has been globally awarded by prestigious global rating companies such as AsiaMoney, Thomson Reuters- Starmine, Etc.
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Job Code |
JC/2317 |
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Process |
Finance |
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Gender |
Male / Female |
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No. of Positions |
1 |
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About Process |
Execution of Trades as per Model Allocation. |
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Execution of Fixed Income/NCD Trades for Corporate/HNI Client. Yield Calculation, Negotiations |
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Execution of Mutual Fund Orders on Star Mf, Trading Platform. |
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Execution of High Tick Size Trades/ Volume Trades via Bulk Deal / Block Deal. |
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Execution of Fixed Income/NCD Trades for Corporate/HNI Client. Yield Calculation, Negotiations. |
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Execution of High-Value Mutual Fund Orders on Star Mf, Trading Platform. |
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Client Reports:- |
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To Prepare Allocation Master File For Accurate Allocation For More Than 500 Clients on Excel. |
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To Prepare Portfolio Returns Report--(Fission Vector- Internal Software) |
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MProfit: - Capital Gain, Stock Register, Portfolio Summary, Dividend report, other expenses reports |
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To Maintain Stocks Daily Delivery Data, FII & DII Data, Bulk-Block Deals. |
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To Create Social Media Marketing Images for different occasions and product |
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Designated Dealer serving clients. Placing orders on behalf of clients and assisting them with their queries. |
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Handled post markets trade confirmation. |
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Compliance. |
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To prepare Account opening Documents. |
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UCC, UCI, KYC |
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Reports Submission – Client Funding Details – Margin Funding File –Risk Based Supervision |
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Prepared Documents for Collateral Submission. |
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Payin-Pay outs of the Shares |
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Title |
Dealer |
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Location |
Mumbai, Navi Mumbai |
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Requirement |
A good academic record |
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A good written and verbal communication |
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High proficiency in MS excel |
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Quantitative skills |
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Will work on Indian products primarily. But may be used for global products also for which we will train him. |
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Need someone who has worked on the terminals like NOW, NEST, ODIN, ORIONLITE, POINTER |
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Education |
Min Graduate in similar field |
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Shift timings |
Day Shift 9 am - 7 pm |
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Transport Boundaries |
Mumbai, Navi Mumbai |
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Transport Facility |
NA |
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Salary Range |
3. 6 LPA to 4 LPA |
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Weekly Off |
Sunday ( Fixed Off ) |
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Age |
Upto 45 Years |
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USP |
Work from Home currently, Day Shift, Growth Opportunities |
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Rounds of Interview |
HR (Check previous experience, Location, Qualification, Age, Communication skills, Compensation, Stability) |
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HOD -Operation round (Check stability, Interest, skillset, flexibility & discuss salary) |
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CEO/Director Round (Check seriousness, skills, experience, smartness, eagerness to learn new tasks, smartness) |
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Documents |
Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving letters |
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Clawback |
90 Days |
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