THANK YOU

Department: Technology

Roles and Responsibilities:

• Develop, debug, and maintain mobile applications using Flutter
• Integrate RESTful APIs with robust error handling and efficient state management.
• Collaborate closely with backend developers, designers, and QA teams to deliver high-quality, scalable mobile applications.
• Ensure application security by implementing SSL, XSS prevention, and bundle protection practices.
• Manage Play Store and App Store deployments and monitor performance using mobile analytics tools.
• Participate in the development of retail mobile applications within the BFSI domain.
• Utilize Git, VS Code, Android Studio, and Xcode for version control and development activities.
• Troubleshoot and resolve technical challenges, ensuring optimal performance and user experience.

Qualification:

• Bachelor"s degree in Computer Science, Information Technology, or a related field.

Experience & Skills:

• 3 to 5 years of experience in mobile application development
• Proficiency in Flutter and Dart frameworks.
• Experience in RESTful API integration and state management.
• Strong understanding of mobile application security practices (SSL, XSS prevention, bundle protection).
• Hands-on experience with Git, VS Code, Android Studio, and Xcode.
• Knowledge of mobile analytics, Play Store, and App Store deployments.
• Good problem-solving and debugging skills.

Department: Operations

Job Role and Responsibilities:

• Plan and manage team activities, delegate work, and maintain operational schedules to ensure timely completion of deliverables.
• Oversee and execute critical financial transaction processing activities accurately and efficiently.
• Maintain service TATs and quality standards, driving continuous process improvements within the operations team.
• Coordinate with internal departments and external stakeholders including AMCs, Registrars (R&T Agents), and BSE (Exchange) to ensure smooth workflow and compliance.
• Implement and monitor regulatory changes, ensuring adherence to updated processes and guidelines.
• Prepare and report critical MIS to senior management and highlight exceptions or discrepancies, if any.
• Maintain and update process documentation for all operational activities.
• Support audit requirements by coordinating with auditors and providing necessary samples, data, and clarifications as required.

Qualification:

• Graduate/ Post Graduate in Commerce, Finance, Accounting, or related disciplines.
• Professional certifications such as MBA (Finance), CA (Inter), or NISM certification will be preferred.

Experience & Skills:

• 5 to 10 years of experience in Mutual Fund Operations or Financial Services Operations.
• Strong understanding of Mutual Fund and Capital Market operations.
• Proficiency in MS Excel and MS Office tools.
• Excellent interpersonal, coordination, and communication skills.
• Strong analytical and problem-solving orientation.

Department: Operations

Job Role and Responsibilities:

• Manage the end-to-end operations process for PMS (Portfolio Management Services).
• Perform trade settlements and oversee all day-end operational activities for PMS and AIF.
• Track and update corporate actions, and handle processing of redemptions for PMS clients and trades of Mutual Funds on BSE Star.
• Manage and calculate management fees and other client-related charges on a quarterly and annual basis.
• Prepare and submit SEBI-related reports and disclosures, including monthly and quarterly reporting for AIF & PMS and half-yearly SEBI disclosures for PMS.
• Liaise with custodians, fund accounting teams, and coordinate with internal/statutory auditors and SEBI auditors.
• Collaborate closely with senior management to ensure smooth functioning and compliance across all operational functions

Qualification:

• Graduate/ Post Graduate in Commerce, Finance, Accounting, or related disciplines.

Experience & Skills:

• Professional certifications such as CA (Inter), MBA (Finance), or NISM certification would be an added advantage.
• 5 to 10 years of relevant experience in PMS or Investment Operations.
• Strong understanding of PMS, AIF operations, and SEBI regulatory framework.
• Proficiency in MS Excel, BSE Star PMS portal, and fund accounting systems.
• Excellent analytical, coordination, and communication skills.
• Attention to detail and ability to manage multiple priorities efficiently.

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To identify new business opportunities and generate leads through networking and referrals.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Department: Technology

Job Role & Responsibilities:

• Design, develop, and maintain applications using Golang, Python, and C++.
• Build and integrate RESTful APIs and microservices-based architectures.
• Implement socket programming for efficient real-time communication.
• Work with databases and infrastructure tools such as SQL, PostgreSQL, Nginx, and AWS.
• Use Git and Docker for version control and containerized deployments.
• Collaborate effectively with cross-functional teams and contribute to project planning and delivery.
• Ensure code quality, performance optimization, and adherence to best development practices.

Qualifications:

• B.Tech/B.E./ B.Sc (IT/Computer Science) from a reputed Institute/University

Skills & Experience:

• 5 to 10 years of relevant experience
• Proficiency in at least one of the following: Golang, Python, or C++.
• Strong understanding of REST APIs and microservices architecture.
• Experience with database management (SQL, PostgreSQL).
• Familiarity with DevOps tools such as Docker, Git, and Nginx.
• Exposure to AWS cloud infrastructure.
• Good problem-solving skills and the ability to work independently or as part of a team.
• Strong communication and time management abilities.
• Experience in scalable system design or cloud-native applications (Preferable)
• Knowledge of CI/CD pipelines and agile development practices (Preferable)

Department: Customer Service - Regulatory Team 

Job Role and Responsibilities:

• Analyze and respond to investor grievances and complaints received through SEBI, NSE, BSE, Depositories, and other regulatory authorities.
• Provide timely clarification and resolution or facilitate amicable settlements with complainants as per regulatory requirements.
• Represent the company in conciliation hearings, presenting facts clearly and defending the organization"s position effectively.
• Manage end-to-end arbitration cases including filing required papers, gathering evidences, preparing defenses, and attending arbitration hearings.
• Coordinate with internal teams and regulatory bodies to ensure timely and accurate submission of required documents and responses.
• Prepare and circulate MIS reports related to regulatory complaints, conciliation, and arbitration cases within defined timelines.
• Stay updated with regulatory changes, circulars, and guidelines from SEBI, Exchanges, and Depositories, and ensure compliance.
• Support in audits, reviews, and implementation of process improvements.

Qualification:

• Graduate/ Postgraduate in Law, Commerce, Finance, or related disciplines.
• Candidates with LLB/LLM or relevant Regulatory/Compliance certifications will be preferred.

Experience & Skills:

• 10 to 15 years of experience in Regulatory Operations, Compliance, or Customer Service functions within the Capital Markets or Financial Services industry.
• Prior experience in handling SEBI/NSE/BSE investor complaints and arbitration cases is highly desirable.

Key Responsibilities:

• Manage and respond to client queries /complaints received via email in a professional and timely manner
• Speak to customer wherever required to understand the issue and provide timely resolution.
• Provide accurate information related to trading accounts, demat, transactions, settlements, and other brokerage-related services.
• Coordinate with internal teams (operations, compliance, IT, trading desk) to resolve client issues effectively.
• Identify customers needs, clarify information, research every issue and provide solutions or alternate options
• Ensure adherence to regulatory and company policies in all client communications.
• Build sustainable relationships and engage customers by taking the extra mile. Keep records of all conversations in our call centre database in a comprehensible way.

Skills of required for the Profile:

• Previous experience in a Call Centre / Email desk role minimum 6 months
• Strong phone and verbal communication skills along with active listening
• Customer focus and taking ownership on the allotted tasks
• Ability to multi-task, set priorities and manage time effectively

Job description:(Including key responsibilities, deliverables)

• Maximize New Customer Acquisition
• Drive the acquisition ofM52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches.
• Achieve Business Targets
• Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation.
• Engage with Large Clients
• Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals.
• Trade Activation
• Ensure maximum trade activation among acquired clients to drive engagement and revenue.
• Focus on High-Value Prime Plans
• Maximize conversions to High-Value Prime plans from the total acquisitions.
• Branch-Level Equity Marketing
• Plan and implement equity marketing strategies at the branch level to enhance business opportunities.
• Capability Building
• Facilitate regular training sessions and meetings with branch teams to strengthen their equity-related skills and knowledge.
• Continuous Process Learning
• Promote process improvement and ensure consistent learning for equity functions across branches.

Key Deliverables:

• Achieving new acquisition numbers
• Conducting client meetings
• Engaging in branch meetings
• Driving capability-building initiatives

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To identify new business opportunities and generate leads through networking and referrals.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To identify new business opportunities and generate leads through networking and referrals.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Role & Responsibilities: 

• This is an individual contributor role 
• Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. 
• To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. 
• Product and after sales support to the Bank team for handling customer queries and escalations if any. 
• To meet the KYC guidelines by checking all the KYC related documents from the customers. 

 Skill Set: 

• Good Communicator 
• Customer Service Orientation 
• Interpersonal Skills 
• Confident & positive approach