Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer(Without Cross sale) CTC- upto-4.5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4.To achieve healthy revenues without compromising on client profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8.Keep abreast of the market news, financial trends and current affairs 9.To attend post result con-calls, analyst meets for improved client servicing. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115
Greetings from "APEX SERVICES" Designation- HNI Sales CTC- upto-18 LPA + incentive + other benefit HNI SALES ROLES & RESPONSIBILITIES: - 1- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2- Maintaining client relationships and generate AUM from preferred clients. 3- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4- Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7- To conduct and assist in organizing seminars, workshops and other business development activities. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
Greetings from APEX SERVICES Designation- PCG DEALER Role-HNI Dealer CTC- upto-12 LPA + incentive + other benefit Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients && achieve the target active AUM. 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. 4. To achieve healthy revenues without compromising on clients profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings && update the same in the meeting tracker. 7. To attain maximum reach of investment ideas/stock calls initiated. 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships. 9.Keep abreast of the market news, financial trends and current affairs. 10. To attend post result concals, analyst meets for improved client servicing. SKILLS && KNOWLEDGE 1. Graduate / Post graduate with 4 to 8 years of experience 2. Proficiency in economics, accounting, financial statements and/or statistics 3. Familiarity with financial risk management strategies 4. Should have good communication && presentation skills. 5. Should be a self-starter, proactive && target oriented. 6. Should possess strong networking && relationship building skills Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM (Virtual Relationship Manager) Cash Designation: Assistant Manager Job Description Derivatives Desk.: 1. Managing of 3000 to 5000 customers per dealer. 2. To achieve healthy revenues without compromising on clients profitability. 3. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4. Propose investment options based on customer needs by assessing their risk appetite. 5. Support the client decision making with use of technology enabled tools 6. Develop Knowledge of market news, financial trends and current affairs 7. Analyze customer portfolio && give appropriate advice 8. Responsible to ensure all activities are in adherence as per Compliance && Risk. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM (Virtual Relationship Manager) Reactivation Designation: Assistant Manager Job Description Derivatives Desk.: 1. Responsible in calling the database assigned for reactivating inactive clients 2. Out calling the clients for reactivation and solving their queries getting them to start trading and keeping them active. 3. To keep abreast with market knowledge and market intelligence 4.Ensuring all trades are done with customer consent as per dealer conduct on recorded lines 5. Ensuring Quality and Compliance is met on all calls along with the KRA Target set 6. Responsible for Reactivation of Inactive customers 7. Managing In process and providing end to end solutions to customers 8. Provide regular updates to immediate superior as and when required 9. NISM 8 Required Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM Derivatives Designation: E1 && E2 Assistant Manager/Deputy Manager Job Description Derivatives Desk.: 1) Calling client and giving them introduction as VRM 2) Built relationship with client to cross sell TPP products. 3) Solving clients query to avoid further escalation. 4) Guide client to trade online and also guide for further investment online. 5) Provide on call guidance and assistance to client when required. 6) Reactivation of client, mapped to you in equity and commodities segment. 7) Reach out all the top client mapped to you on call. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM-TPP Designation: Assistant Manager Job Description Derivatives Desk.: Managing 150 to 200 potential leads of customers per day. Should have complete knowledge about MF, EQUITY Good communication skills. Sharing investment ideas to the clients based on their needs. Generating revenues without compromising on clients risk and profitability. Should develop knowledge of market news, financial trends and current affairs. Analyze customer portfolio && give appropriate advice Responsible to ensure all activities are in adherence as per Compliance && Risk Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.comif you are interested for the mentioned Job Role. you can call also on 8429944115 .