Career
Why work with Kunvarji !!
As part of our HR initiatives, Career Development is also a high priority area at Kunvarji Wealth. It is our goal to ensure that employees are able to develop and sharpen their professional abilities while traversing and growing on their career path, successfully.
Current Openings
- Financial Services
- 5-7
- Head Office, Ahmedabad
- Any Graduate
Responsibility
- In depth knowledge related to Commodity & Currency segment.
- Generate intraday and positional recommendations for Commodities and Currencies.
- Knowledge related to various trading strategies based on fundamental and technical research.
- To resolve the queries from clients related to trading and hedging for commodities and currencies.
- Preparation of daily, weekly and monthly Research Report.
- Maintaining track record and profitability of the strategies generated.
- To present the group by the delivering knowledge through seminars and webinars.
- To represent the group at the print and broadcasting media coverage.
- Head Office, Ahmedabad
- Graduate
Responsibility
- Engage our existing customers
- Communicate corporate and advisory products to customers
- Build AUM base
- X-sell group products
- To call outbound minimum 200 calls per day
- Minimum 50 connects
- Deepen AUM
- Promote and advise existing customers
- Sell minimum 2 Insurance – Health
- Sell minimum 1 life
- Head Office, Ahmedabad
- Graduate
Responsibility
- To call and engage
- To re-activate ,idle or passive customers
- Initiate trade
- Daily engagement with re-active customers for 30 days
- Generate new references from customers
- Open /pass on leads to RM
- To do minimum 200 calls per day
- To connect minimum 60 calls
- Re-activate at east 4 customers
- Assist Customer
- Initiate trade
- Collect New Margin
- Head Office, Ahmedabad
- Graduate
Responsibility
- New Client Acquisition and building new relationships with the clients.
- Selling Demat and Trading Accounts.
- Identifying Customer Needs, Assessing their risk appetite and providing investment options.
- Achieving Targets as assigned by the company on a monthly/quarterly basis.
- Ensure Highest Level of service to clients.
- Communication Skills – Excellent
- Candidate From Broking Companies will be an added advantage.Good Presentation Skill
- Head Office, Ahmedabad
- Any Graduate
Responsibility
- Would be responsible for acquiring new clients and managing and retaining such relationships by delivering best standard of services
- Identify key contacts at potential client to establish and foster relationships
- Participate in one-on-one meetings with clients to explain broking services to guide their choices
- Responsible for achieving targets based on acquisition and revenue generation majorly through brokerage from equity, commodity & currency
- Develop and execute a strategy to meet revenue targets set
- Understand the problems and challenges of clients and identify ways the business could better address those needs
- Grow the business by identifying new sales and business development opportunities
- Seek opportunities to cross-sell or upsell of product like SIP, MF, PMS, AIF etc to all the clients
- Provide excellent service to maintain a positive reputation for the business
- Resolve any customer complaints promptly and professionally
- KYC
- Head Office, Ahmedabad
- Any Graduate
Responsibility
- Precisely will take care day to day client credential modifications.
- Ensure all the assigned tasks should complete on and before TAT.
- Maintain & published Day wise / Month wise MIS .
- Periodically complete all the critical activities related to KYC/ UCC/ KRA /CKYC/ CTCL.
- Complete end to end process of Physical KYC / EKYC .
- Ensure smooth Client Onboarding.
- Communicating with other departments then and when required.
- Communicating with Key persons for KYC / Modification related work.
- Inter team coordination for work get done as per TAT .
- Head Office, Ahmedabad
- Graduate
Responsibility
- Customer interface and Dealing with communication proficiency
- Valid NISM Certification MUST (NSE F&O\Currency F&O (Commodity Derivatives will be an added advantage)
- Should be proficient in handling HNI Clients and promptly updating them
on real time market movements
- Should possess good knowledge about market and market behavior
- Proficiency in Equity Dealing- High volumes with accuracy
- Should be well versed in Dealing Option & Hedging platform( knowledge of Badla)
- Should have good knowledge about exchange norms and regulations
- Should have proficiency in Excel
- Head Office, Ahmedabad
- CA
Responsibility
Accounting and Finalization
Control & Monitoring of Accounts, Compliance & Finance
Control Over Day to Day Accounting,Book Keeping and Payments,Regular Audit for Accounting of All Revenue and Expenses of Company.
Managmment of Finanace Requirements with reference to Business Needs.
Liason with Vendor Dept.,Clients and Transporter and CTO’s for Accounts Purpose.
Analysis of Cost and Expenses on Regular Intervals.
Preparation of Annual Accounts on yearly basis.
Providing necesary information and assisting in filing income tax return and tax audit report.
Authorising payments after verification of supporting evidence.
Managing the Team of Accountants and Regular Training .Statutory Compliance
100% Timely Compliance.
Preparation of Data and Timely Submission of Data for GST ,TDS Return and Finalisation of Monthly, Quarterly and Yearly Return.
Preparation of Data and Liason with Department and Consultant for Direct and Indirect Tax Assesments.
All Other Compliance as and when require for Income Tax,GST and Other Laws
Monitoring & ensuring compliance of companies act and FSSAI and other applicable.MIS Reporting
Overall Monitoing of Business Operation & Reports MIS submission of Financial MIS for Integrated Logistics Business . Branch Wise , Segment Wise Profitability Monthly as well as Quarterly.
Cash Flow Manangement Reporting on timely basis.
Decision Making MIS with Permutation and Combination of Various Reports for Business Analysis.
Exceptional Reporting wherever Require, Contract Wise Revenue Reporting.
MIS and Regular Reporting for New Capital Cost Infusion,Warehouse Infrastructure MIS.
Vetting of the New Proposal or Project for Logsitics Business.Finance Management
Finanace Management, Liason with Banks,Renewal of Facilities and ROI optimisation
Liason with Banks for Finance and Renewal of Facilities,BG Booking and Realisation,Cash Credit,Loan Review ,Limit Set up,Avail finance at Minimal Rate.
Submission of All the Relevant documents to Banks for BG and other limit set up purpose & Renewal Purpose.
Group Company Transactions Monitoring as per Compliance Needs.External and Internal Customer Satisfactions
To achieve the Best Serving among others by real time response to Internal as well as External Customers.
Liason with Clients , Banks. Vendors and CTO’s Transporter and other Internal Departmentfor Operation,Regular liasoning and real time revert for various details to be provided to Bankers.
Internal Communication with Operations, Busines Department , Branches for Operations related task to respond require details and to request for the various details for reporting purpose within defined time. Studying and preparing for participating in online tenders, related to the business of the company.
- Financial Services
- Head Office, Ahmedabad
- Graduate
Responsibility
- To Handle RETAIL and HNI clients.
- Have to Handle different times of Markets like Mcx, Ncdex, Nse commodity, Bse commodity, ICX,
- To have knowledge about trading Software, like Trade App, Algo, EXTRA & BOLT.
- To have commodities Delivery Knowledge.
- Have to give proper Market Advice, Regular Position Updation, MTM intimation to Clients and main focus on Revenue Generation.
- Reactivation & Meeting – Existing clients & Calling & Lead Generation for New Clients.
- Routine work like order reconciliation, Trade Confirmation to be given to clients.
- Coordination & Cooperation with existing team members, and better synergy with Marketing, RMS & IT Team.
- Have to attend a Seminar Organised by us & Exchanges
- Ready to work in Night Shift in office exigency or on the instruction of HOD.
- Head Office, Ahmedabad
- Any Graduate
Responsibility
- Responsible for overall management of RMS on a day to day basis
- Collection: Debit Collection from client. Ensure debit amounts are collected and cleared on a regular basis as per norms.
- Exchange Reporting: Uploading of margin utilization of clients for derivatives segment.
- QUATERLY PAYOUT: ENSURE THAT NO CLIENT PAYOUT IS PENDING FOR MORE THAN 90 DAYS.
- Payout Authorization:Ensure payout to clients only after authorization and review of ledgers and positions of clients.
- Risk Management: ToEnsure zero bad debts of clients. To run a smooth and risk free RMS.
We at KUNVARJI Wealth, have consistently performed, largely because of a disciplined, unbiased, process and data-driven multi-asset, multi-strategy framework. Our professional team of fund managers and advisors protect and generate a superior return on your investments.
Our Links
Contact Us
B-Wing, Siddhivinayak Towers, Nr D.A.V School, Next to Kataria House, Off S.G. Highway, Makarba, Ahmedabad – 380051
ATTENTION INVESTORS:
• No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. • Message from Exchange(s): Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors. • Message from Depositories: a) Prevent Unauthorized Transactions in your demat account --> Update your mobile number with your Depository Participant. Receive alerts on your registered mobile for all debit and other important transactions in your demat account directly from CDSL on the same day issued in the interest of investors. • KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
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