Ventura
Website:
venturasecurities.com
Job details:
About the company: Ventura is an omnichannel trading and investments platform that operates through branches, sub-brokers, and digital channels. Incorporated in 1994 and based in Mumbai, India, Ventura is a SEBI-registered financial services provider and a member of NSE, BSE, MCX, NCDEX, NSDL, and CDSL. The company offers online stock, commodity, and currency derivatives trading, as well as mutual funds and demat accounts. Ventura also provides portfolio management services and customised investment planning support. Its trading app enables customers to access markets seamlessly and efficiently.
Join us if you like to:
The candidate will handle NRI services, including end-to-end monitoring and controls.
- Client Onboarding and Documentation -
Assist non-resident clients in Trading and Demat account setup process, including collecting required
documentation, verifying identities and explaining account features.
Maintain accurate, up-to-date client records and documentation in Compliance with regulatory requirements.
Address and resolve client concerns, complaints, and discrepancies related to their accounts or transactions.
Collaborate with relevant departments to ensure prompt resolution and satisfactory outcomes.
- Trade Settlement and Margin Updation –
Reporting of Trades to partner banks and Custodial Participants upon billing confirmation; settlement of all Trades within trade cycles.
Preparing PIS bank account balances, considering pledge margin excluding ledger credit within TAT and sharing the same with RMS, keeping records daily. Investigate pending Pay in / Payout also margin issues and resolve with reference to all PIS and NON PIS clients.
- Computation of NRI Taxation –
Computing of TDS on Capital Gains for NON PIS clients based on specified percentage as per guidelines.
Ensuring posting of correct TDS entries in clients' ledgers on each follow-sell trade within TAT daily.
- Relationship Management –
Manage and nurture a dedicated portfolio of clients, understanding their specific trading and investment needs with focus on equity, mutual funds, etc.
Pursue acquisition of new clients by leveraging referrals from existing clients, overseas branches, sub-brokers, franchisees, and partners in key geographies
We’ll need you to bring:
- Essential Graduate / Post Graduate with experience of 3+ years preferably within Broking / Wealth Management Industry; additionally, skills in MS Office, NISM Certification.
- Domain knowledge of equity broking products and portfolio solutions for NRI clients (including stocks, mutual funds, PMS, etc.)
- Good Communication and interpersonal skills; detail-oriented and organised, with the ability to handle multiple tasks and priorities.
Click on Apply to know more.