Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
Collaborating with internal teams, to offer comprehensive financial solutions to clients.
Helping the company meet its financial objectives through personalised financial planning.
Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Job Description:
Job Description:
We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate would be responsible for fundamental equity research and creating and implementing rule-based equity investment strategies that consistently outperform industry benchmarks. This role involves working in collaboration with a team of fundamental analysts to develop and fine-tune multiple strategies, with a primary focus on achieving Alpha generation targets.
Key Responsibilities:
Analyze and build advanced rule-based strategies from scratch for equity investments
Back-test these strategies rigorously to ensure their effectiveness
Implement and monitor these strategies to achieve consistent risk-adjusted investment returns
Possess a strong understanding of equity markets, with expertise in fundamental analysis
Demonstrate skill, aptitude, and speed in analyzing complex financial data using Excel
Work closely with a team of fundamental analysts to contribute to the development of multiple investment strategies
Preparing sophisticated fundamental Report on Sector / Industry / Stocks and financial modeling
Communicating with HNI / Corporate / Institution clients
Desired Educational Qualifications:
MBA (Finance) from a reputed collegeand/or pursuing CFA
NISM Research Analyst Module
NISM Investment Advisory Module would carry extra weightage
Job Description:
Key Responsibilities:
Client Acquisition & Relationship Management
Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.
Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.
Regularly engage with clients through meetings, calls, webinars, and corporate events.
Sales & Product Pitching
Promote brokerage services, research ideas, and execution capabilities to institutional clients.
Get & target new empanelment opportunities.
Ensure high-volume and value transactions through strategic client targeting.
Coordination with Research & Trading Teams
Act as a liaison between the research desk and clients to deliver actionable investment ideas and reports.
Coordinate with the trading desk for best execution of institutional trades.
Provide client feedback to internal teams to align product offerings with market needs.
Market Intelligence & Reporting
Monitor and analyze market trends, fund flows, institutional behavior, and regulatory updates.
Prepare and present MIS reports, client activity summaries, and business development plans to senior management.
Skills & Competencies:
Deep understanding of equity and fixed income markets.
Strong institutional client network and relationship-building skills.
Excellent communication, presentation, and negotiation skills.
Strong analytical and strategic thinking capabilities.
Proficiency in Bloomberg, Reuters, Excel, and CRM tools.
NISM certifications (Equity Derivatives, Research Analyst) preferred.
Job Description:
Job Summary:
We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII (Equity Derivatives) certification is mandatory with bare minimum 3-4years relevant Experience.
Key Responsibilities:
Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors.
Handle and manage HNI and UNI clients, ensuring timely trade execution and excellent service.
Provide real-time order updates and confirmations to clients on recorded lines.
Ensure consistent client engagement, including reactivation of dormant accounts.
Address and resolve client queries promptly and professionally.
Maintain accurate trade and client interaction records in the internal CRM/software.
Coordinate with internal branches for revenue generation and efficient query resolution.
Adhere strictly to Risk Management, Settlement, and Compliance guidelines.
Follow all applicable SEBI and exchange regulations, as well as company policies.
Acquire and onboard quality clients through networking, referrals, and market intelligence.
Have executed orders through Bloomberg.
Required Skills & Qualifications:
Minimum 4 years of experience in Institutional Dealing.
Valid NISM Series VIII (Equity Derivatives) Certification.
Strong understanding of stock market operations, particularly in equities and derivatives.
Proficiency with trading terminals and software.
Job Description:
Job Summary:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
Collaborating with internal teams, to offer comprehensive financialsolutions to clients.
Helping the company meet its financial objectives through personalised financial planning.
Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Job Description:
Craft the visual identity of a new-age broking powerhouse.
Are you someone who sees the world through grids, colors, and compositions?
At Eureka Stock & Share Broking Services Ltd., we’re looking for a Graphic Designer who can bring our brand, platforms, and ideas to life through impactful visuals.
What You’ll Do
Design creatives for social media, websites, campaigns, and app promotions
Work closely with marketing and product teams to bring financial concepts to life
Create brochures, reports, infographics, banners, and investor communication
Help shape a consistent and modern visual identity across platforms
Monitor day-to-day new modern creative ideas
Upgrade self-skills
What You Bring
Proficiency in Adobe Illustrator, Photoshop, CorelDRAW (After Effects or Premiere Pro is a bonus)
Proficiency in English and generating concept content
Basic/Advanced knowledge of commonly used software (MS Office, Excel, PowerPoint, Publisher)
Strong eye for layout, colour theory, typography, and branding
Ability to follow brand guidelines while contributing fresh ideas
Speed, precision, and attention to detail
Bonus Points If You Have:
Video editing or motion graphics experience
UI/UX design understanding
Knowledge of Canva/Figma
Well-disciplined as per corporate standards
Why Join Eureka?
Be part of one of India’s fastest-evolving financial services brands
Get creative freedom with a Gen-Z-first approach
Work on high-impact designs seen by thousands of investors
Supportive work culture + exciting growth path
Ramesh Kumar Somani
Chairman & Managing Director
Chairman of Eureka group. He joined the family business in the year 1979 under the guidance of our beloved Late Paras Ram Somani Ji. He was the visionary of retail broking and lead Eureka to being the largest retail broking house of eastern India. Currently he is associated with various organizations for social welfare and is involved in service to the society.
Rajesh Kumar Somani
Chief Executive Officer
CEO of the Company, is the heart behind the driving force of Eureka. He joined the company in 1987, with his niche market knowledge. A hardcore and passionate trader, he shoulders the huge AP and Branches network spreading across the country. On personal front, known to few, he is a sports enthusiast and has also captained the State Basketball Team.
Rakesh Somani
Wholetime Director
Wholetime Director at Eureka Stock & Share Broking Services Limited has over 30 years of experience in Capital Markets. On academic front, a B.Com Hons. Graduate from St. Xaviers, Kolkata. He is a Rank Holder Chartered Accountant (CA), Cost Accountant & DBF (ICFAI). He is an Ex-National President & Regional Chairman of ANMI and has chaired AFIE, an International Association for promotion of Investor Education. Mr. Rakesh Somani has also presided ASF i.e Asia Securities Forum, where 22 countries are members. He has undergone Capital Market Training programs conducted by KOFIA (Korea) and JSDA (Japan). He had also served as Advisory Committee Member of NSE, BSE, ICCL and MSEI.
Anurag Somani
Executive Director
As the torchbearer of the third generation, he brings a vibrant and youthful energy to the organization. Beginning his career as a Tax Consultant at KPMG, he eventually joined Eureka to establish and expand the Group’s portfolio management division, offering top-tier investment planning services to investors. He is also the visionary behind the establishment of the Group’s Insurance and Bond platform. Academically accomplished, he holds impressive rankings as a Chartered Accountant (CA) and Company Secretary (CS).
Akhil Somani
Director & Chief Investment Officer (CIO)
The youngest Director on the Board at Eureka, Akhil is a finance professional with a PGM from the University of Melbourne. He combines his strong financial background and expertise with a tech-savvy mindset, making him the ideal candidate to spearhead Eureka’s journey towards ground breaking and cutting-edge technologies. Akhil aims to present the world with an exceptional trading experience, combining his skills, resources and Gen-Z spirit to redefine industry standards.
