It is a multi-dimensional, full-time role in the broking & distribution (capital markets) vertical of Qrate Capital LLP.
Day-To-Day Responsibilities:
- Client onboarding process, KYC updation and modification
- Execution of client’s Investment Plan
- Monitoring and periodic review of client’s portfolio
- Modification in client’s investment plan to align with market dynamics
- Redressal of problems or inefficiencies
Preferred Skill-sets:
- Basic knowledge of finance and capital markets
- Good command over English (oral & written) and Hindi (oral)
- Eye for detail and interest in setting up processes and systems
- Interest in digitisation and process optimisation
- Basic knowledge of tally and GST will be helpful (optional)
- NISM VA certification
Additional Learning Opportunities:
Candidate may also be involved in other projects or assignments as and when the opportunity arises.
No Sales Target:
We do not set any Sales targets or incentives for employees. As an organisation, we do not undertake cold calling or any other “push” sales activity.
Location:
The candidate will have to work from our office based in Thane with some flexibility for remote work in exceptional circumstances. It will be preferable if the individual stays in Thane or nearby suburbs.
About the Firm - Qrate Capital LLP
Founded in 2019, Qrate has two distinct service verticals, management consultancy services and broking & distribution (capital markets) services.
- Management Consultancy – Qrate delivers tailored strategies and solutions to clients’ business challenges across diverse sectors such as pharmaceutical, metals, third party litigation finance, etc.
- Broking & Distribution (Capital Markets) – Qrate is an AMFI registered mutual fund distributor and NSE, BSE empanelled equity sub-broker. Qrate facilitates the entire wealth creation journey of the client right from Planning & Curation, Operations & Execution, to Review and Refinement.
Job Type: Full-time
Benefits:
Schedule:
Education:
Work Location: In person
Expected Start Date: 01/06/2026
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Application Question(s):
- Which location are you based out of?
- Have you cleared NISM VA exam?
- What is your salary expectation?
- What is your current salary?
Work Location: In person
