Zen Forex & Management Pvt. Ltd. provides a whole gamut of Financial Services like Foreign Exchange, International Travel Card, Mutual Fund, Travel Insurance of your choice (Through our sister Concern Zen Insurance Brokers) and a whole lot of services to plan for your finances and minimize your risk in planning your finances.

We at Zen Forex & Management help you in analyzing your spending habits and reinforce discipline in savings which will assist you in building your wealth after providing for all possible eventualities. Your Insurances and Investments are scientifically determined considering your specific situation and by taking a holistic view of your finances and in achieving all your goals systematically and with ease.

We are an IRDA licensed direct insurance broker dealing with both Life & General insurance businesses.Our focus & service extends to the retail & institutional segments of the business.Our team includes Fellows of the Insurance Institute of India, Chartered Accountants, Cost Accountants, Risk Management Professionals & Financial Planners.

Website: http://www.zenfxnfunds.com/

Domain: Forex and Insurance Brokering

Designation: Assistant Executive (Trainee)

Eligibility Criteria:

  • B.Com (General and Computers) with 55% aggregate throughout academics and no backlogs Graduating in 2017.

CTC per Annum: INR 1,80,000 + Incentives

Job Description - Foreign Exchange:

  • Accounting for all transactions – Currency, Card & Remittances incl. Western Union.
  • Maintenance of Records, Bills, Vouchers, Service Tax Payments & Return Filing coordinating with Auditors.
  • Understand Foreign Exchange Buy and Sell – Interact with Clients in executing their requests.
  • Cash handling and Foreign Currency Handling, Forex Card Issue – Loading and Cashing out
  • Servicing and Following up with Clients, Vendors etc,

Job Description - Mutual Fund:

  • Generating Reports – Down Loading Daily NaV’s
  • Assist in Redemption, Purchases, Switches, KYC, Change in Bank details etc,
  • Assist in Filling up Applications of - NDC’s, Bonds, Fixed Deposits, IPO’s, Demat and Trading Account Opening.
  • Maintenance of Records, Bills, Vouchers, Service Tax Payments & Return Filing.
  • Follow-up with Mutual Fund AMC’s and R&T Agents., Clients and Vendors.
  • Maintain Data Base of All Clients and Prospects.

Job Description - Stock Market:

  • Nature of Work – Business Development - Mutual Funds & Equity Broking Relationship Manager.
  • Client Acquisition – Generate leads through Social Network Marketing.
  • Equity & Demat (Account Opening).
  • Fixed Income Products (NCD’s, Bonds, Fixed Deposits).
  • Interact with Prospects, for Investment and New Issues .
  • Research and Study, Visit AMC Meetings and Training Programmes.

Job Description - General Insurance & Insurance Broking:

  • Generating Quotes and updating the same to the Clients and process their requirements and assist in Filling in Applications and Coordinate with Insurance Companies and Other Service Providers.
  • Assist in Claims Management – Motor, Health, Marine, Group, Life etc.,
  • Maintenance of Records, Bills, Vouchers, Service Tax Payments & Return Filing.
  • Follow-up with Insurance Companies and Corporate Clients and Close business.
  • Reporting and Maintain Data Base of All Clients and Prospects.

Bond Period: 2 Years

Skills Required:

  • Strong Commerce and Financial skills would be an added advantage.

Selection Process:

1st round: Face to Face to interview on academic background with HR

2nd round: Operational interview

Additional Information:

Please carry your updated resume, passport size photo & a govt issued photo ID proof.

Some positions require that the Candidates need to have a 2 Wheeler and a Valid Driving License.

Placement drive updates:

Day/Date of Interview: Wednesday,24th May 2017

Number of students applied: 96

Number of students attended: 57

Number of selects: 01