Process Specialist

Aditya Birla Money Ltd, part of the Aditya Birla Group, is a prominent financial services company in India offering a wide range of services including equity and commodity broking, portfolio management, wealth management, and insurance broking. Established with a commitment to delivering excellence in financial solutions, Aditya Birla Money leverages its extensive network and robust technological infrastructure to cater to the diverse needs of retail and institutional clients across the country. With a focus on innovation and customer-centricity, the company has established itself as a trusted partner in the financial services sector, providing personalized investment advice and efficient execution to help clients achieve their financial goals.

 Equity Advisor/Equity Dealer

Job Purpose : These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description –

• Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals
• Trade on behalf of clients
• Develop and maintain a long-term relationship with customers
• Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
• Acquisition of De-mat / Trading account from open market and leads (Offline & Online)
• Conduct lead generation activities for sales penetration
• Meeting & pitching customers
• Generate Equity Business and maintain strong client relationships.
• To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors –

• Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores)
• Capable of acquiring big ticket margin (min. 1 lac margin)
• Capable of servicing & leveraging relationship with HNI clients
• In-depth Knowledge about trading in Derivatives
• Have a strong & disciplined approach to Sales
• To work in a compliant and diligent manner
• Mandatory to have NISM Series 8 certification – Equity Derivatives Certificate Examination.

 Selection Criteria’s:

• Minimum 2 Years’ experience is Mandatory
• Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.
• Currently managing or interested in Client Acquisition (sales)
• Should have completed 10+2+3 years of education (Mandate)
• Below 30 age for Dealers
• CTC range – 3 Lakhs to 6 Lakhs (Depends on Experience and Potential of the candidate) -Dealer Role
• NISM 8 certification – Equity Derivatives mandatory
• Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
• Building relationships with the client & educating them about Investments.
• Responsible for achieving brokerage.
• New Client Acquisition
• Executing Trades Order

• Strong analytical and research skills
• Excellent communication skills, both verbal and written
• Experience in sales and marketing
• Ability to think creatively and strategically
• Strong leadership and team management abilities
• Entrepreneurial mindset and ability to identify opportunities
• Knowledge of the AR/VR industry and technologies
• Experience in the healthcare industry is a plus
• Bachelor's degree in a relevant field

##** Includes investments**## We are ready to raise Pre-Seed funds.

• Augmenting, improving, redesigning, and/or re-implementing Dolat's low-latency/high-throughput production trading environment, which collects data from and disseminates orders to exchanges around the world
• Optimizing this platform by using network and systems programming, as well as other advanced techniques
• Developing systems that provide easy access to historical market data and trading simulations
• Building risk-management and performance-tracking tools
• Shaping the future of Dolat through regular interviewing and infrequent campus recruiting trips
• Implementing domain-optimized data structures
• Learn and internalize the theories behind current trading system
• Participate in the design, architecture and implementation of automated trading systems
• Take ownership of system from design through implementation

What you need to have:

1. Degree in Design, Fine Arts or related field
2. You have prior experience as a Graphic Designer as well as a strong portfolio of related projects
3. You possess a good knowledge of design tools such as Adobe InDesign, Illustrator, Dreamweaver, Photoshop
4. You pay strong attention to detail and have a keen eye for aesthetics
5. You have excellent communication skills and can clearly articulate your ideas, designs, and suggestions
6. You are a strong team player who can collaborate effectively with different stakeholders

Your responsibilities will include:

1. Taking design briefs to understand requirements

2. Conceptualizing and developing design concepts, graphics, and layouts

3. Designing and producing collateral in accordance with brand guidelines

4. Presenting ideas, concepts, and design solutions to various stakeholders and incorporating their feedback into the final design

5. Liaising with suppliers and service providers to ensure proofs are of good quality and in line with production specifications.
   
   

Reporting to our global VP of Commercial the Customer Success team lead will be responsible for all aspects of customer success, including:

• Successful onboarding of professionals to buy their first pack
• Delivery of a high standard of customer success maintaining a single view per customer across channels
• Defining and leading the implementation of our customer success policies
• Selection and management of our customer success software
• Maintenance of the help site(s) and template responses - updating as new features become available
• Recruitment, training, and performance management of customer success staff

Requirements

• Experience in a high volume customer service environment
• Experience hiring and developing customer success staff
• A can-do attitude to get things done efficiently and resolve user queries in a single contact
• Excellent communication style and ability to stay calm under pressure

Desirable

• Knowledge of customer success platforms and how they work

• Design and develop cloud native enterprise applications 
• Define and establish conventions, standards and best practices for the SDLC process and ensure that quality control is of paramount importance at each step of the development life cycle
• Develop reusable frameworks and libraries that can drastically accelerate new application development in the future
• Participate in the requirement analysis and gathering process and also perform sit-withs with business teams to ensure there is full clarity of the problem statement
• Actively engage wih infrastructure team and take ownership of DevOps processes to ensure that build and deployment processes are efficient and optimal.
• Actively engage with project stakeholders to ensure all are in sync with the progress, risks and issues
• Quickly learn and adopt cutting edge technologies to help keep the org ahead of the curve