Advising Super HNI clients on Equity, Derivatives, currency & commodity Creation of revenue & Activation of clients through effective Advisory. Handling Queries of clients & solving it Acquiring new clients & retaining old clients by periodic meeting Required Candidate profile Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Call @ 9113961458/ 8904572159
Role & responsibilities- Screening candidates, Negotiating offers, Interviewing, Coordinating Interviews, Collaborating with hiring managers, Sourcing candidates , Communicate with hiring managers, Finding the best candidates , Screening resumes. Call @ sania-8904572159/7483552775
The role would require to train, enable and influence branch team to sell investment products – MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Excellent communication, presentation and relationship management skills. Preferred industry back ground: Wealth Management, Banking, Investment Counselling Call @ sania-8904572159/9113961458
1.Handling and resolving customer queries and concerns 2. Documenting / Recording transactions and the necessary follow-up requests with other functions by completing forms and record logs. 3. customers retain product or service script will be given
Relationship Officer role Product: HL and LAP – open market sourcing – Individual role Should have at least 1 year of exp. In HL and LAP
Retail-: RM Advisor Equity Advisor Activate trading accounts for clients on Behalf and guide new entrants in understanding the equity market Cross-sell Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients Required Candidate profile Qualification: A Graduate with NISM Series VIII certification is mandatory. Experience: Minimum 2 years of at least 6 months in equity dealing Those interested can connect with Ruhi @9113961458
Designation: - Senior Team Leader Role: - Handling the Customer Service Team TO Handle the insurance escalation process of inbound calls Excellent communication skills. teamhandling Required Candidate profile Designation: - Senior Team Leader Role: - Handling the Customer Service Team Week-Off: - 2 Rotational Week-off Age Criteria: - 25 TO 37 Interested, can connect Ruhi @ 9113961458
Job Role: Wealth Manager 1. Acquisition and advising of the HNI UHNI for investment products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, 2. Meet the required AUM. Experience: 1+ Years in sales/wealth management of handling HNI clients. Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales Can connect Ruhi @ 9113961458 Perks and benefits Fixed Salary huge Incentives Growth opportunities
Role: Area manager, IFA Franchise handling, acquisition of a new franchise Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit, and lead the sales team to meet efforts and performance targets. Required Candidate profile Qualifications: Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Can contact Ruhi @ 9113961458,
Role: RM Advisor Activate trading accounts for clients and guide new entrants in understanding the equity market Cross-sell investment products, Insurance (MF), PMS, SIP Equity trades for client trades online or by placing orders on their behalf. Required Candidate profile Qualification: Any graduate with NISM 8 mandatory • Experience: Min 2 yrs of exp • Strong expertise in client acquisition, retention strategies, and achieving sales Ruhi 9113961458
ROLES Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Required Candidate profile Qualifications: - A Graduate/MBA Desired Skill Set: Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Can Contact Ruhi @ 9113961458
Role: PCG Advisor New client acquisition for Broking, Investment products – PMS/MF/FD & Insurance Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets Handling clients with a book size of 25 lacs & above, & revenue genrate Required Candidate profile Qualification: Graduate, with NISM 8 EXP: Min 2 yrs With Knowledge of Equity, Derivatives, commodities, with HNI UHNI client handling & Acquisition Can contact Ruhi @ 9113961458
Job role: Electrical Design • Develop and draft electrical system designs using AutoCAD, ensuring compliance with project specifications and standards. • Handle HV & LV cable sizing, voltage drop calculations and prepare detailed cable schedules. Required Candidate profile Experience 3 years Electrical engineer Electrical Designing encompasses the sizing of electrical equipment, load calculations, system designs for commercial and residential projects Ruhi 9113961458
Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com
Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com
Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com
Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com
Position Title: Dealing – Institution Empanelment of new Institutions & Corporations. Actively prospect and engage in Client Activation,generate revenue Getting and executing the Block trades/Deals Activating clients for FD Currency corporate bond Required Candidate profile Education: Graduate/ Post Graduate Certification in NISM/NCFM 2-3 years of experience as a Sales trader & stock broking firm, mutual fund or AMC. Ruhi @ 9113961458 hr@2srinnovations.com
PCG Equity Advisor Should have experience in handling HNI, UHNI, have experience in Trading and Order Punching, should have knowledge of derivatives, options, cash, and trading. Candidate should have exp in client acquisition and client servicing Required Candidate profile Qualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Connect Ruhi @ 9113961458
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