Position Title Equity Dealer (Assistant Manager / Deputy Manager level) Location Kolkata, West Bengal CTC: Up to 8 LPA Key Responsibilities Trade Execution : Timely and accurate execution of buy/sell orders of equity securities on behalf of clients or the firm Market Analysis : Conduct both fundamental and technical research, monitor market news, and identify trading opportunities Client Advisory : Engage proactively with clients to understand their investment needs and provide tailored advice and investment strategies Portfolio Oversight : Assist in managing client equity portfolios—review performance, rebalance allocations, and advise on enhancements Compliance & Risk : Ensure strict adherence to regulatory norms (e.g., RBI, SEBI), NBFC policies, and internal compliance standards; monitor and mitigate risk Reporting & Operations : Maintain accurate trade logs, generate performance reports, and collaborate with research/compliance/operations teams for seamless trade workflows Relationship Management : Build and sustain strong relationships with clients, brokers, and internal stakeholders to foster trust and business growth Required Qualifications Education : Bachelor’s degree in Finance, Economics, Business, or a related field Experience : Typically 1–3 years of experience in equity dealing or trading. For more senior levels (Assistant/Deputy Manager), 3–4 years with client advisory exposure is preferred Certifications : Mandatory NISM certifications (e.g., NISM Series I – Securities Markets, NISM Series VIII – Equity Derivatives); additional certifications like NSE/BSE CANDIDATES WITH DEALING (EQUITY/COMMODITY) EXP SHOULD APPLY.
Job Title: Front Line Sales (FLS) – Life Insurance (Agency & Direct Channel) Location: Delhi/NCR CTC : Up to 6 LPA Eligibility Criteria: Only local candidates from Delhi/NCR (NO relocation please) Education: Graduate (any discipline); MBA preferred. Experience: 1 to 7 years . Prior experience in BFSI/insurance/financial products sales is an advantage. Age: 21–35 years. Job Purpose: To drive sales of life insurance products through effective prospecting, relationship management, and customer servicing, thereby achieving business targets and contributing to organizational growth. Key Responsibilities: Sales & Business Development Generate leads through cold calling, references, market visits, and digital platforms. Acquire new customers and cross-sell life insurance products. Achieve monthly, quarterly, and annual sales targets. Customer Engagement & Relationship Management Understand customer financial needs and recommend suitable life insurance solutions. Build and maintain long-term relationships with clients to ensure repeat and referral business. Provide post-sales support and ensure high customer satisfaction. Channel/Partner Collaboration (if applicable) Coordinate with channel partners (bank branches/agents/distributors) to drive business. Support partners with product knowledge and joint customer meetings. Market Intelligence & Reporting Track competitor activities and industry trends in Delhi/NCR market. Maintain daily sales reports and update CRM tools. Key Skills & Competencies: Strong communication & interpersonal skills. Sales-driven with target orientation. Good understanding of financial/insurance products. Negotiation & persuasion skills. Ability to work independently and in a team.
Field Sales/Business development role with a very reputed NBFC at Kolkata. Dmat account and multi products selling, local candidates preferred with good exp in selling of Dmat account and financial products. CTC: Up to 7 Lpa The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills
Job Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-Prabhadevi NB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible. CTC: Up to 22 LPA Role Objective: Manage and grow HNI/UHNI client relationships by advising on equities, derivatives & other financial products, driving revenue through trading/advisory and cross‐selling. Key Responsibilities: Acquire & manage HNI/UHNI clients, deepen relationships. Provide equity/derivative investment & trading advice. Generate brokerage & revenue; cross‐sell MF, PMS, insurance etc. Monitor portfolios, review performance & risk. Stay updated on market trends & research. Ensure compliance with SEBI/regulatory norms. Maintain MIS/reports for management. Qualifications & Skills: Graduate/Postgraduate in Finance/Commerce. 3–10+ yrs experience in broking/trading & HNI client handling. Strong market knowledge & order execution skills. Excellent communication & relationship management. KPIs: Client acquisition & activation. AUM & revenue growth. Cross‐sell targets. Client satisfaction & compliance adherence.
Job Title: PCG Advisor (Indian Equity Market) NBFC-Mumbai-Prabhadevi NB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible. CTC: Up to 22 LPA Role Objective: Manage and grow HNI/UHNI client relationships by advising on equities, derivatives & other financial products, driving revenue through trading/advisory and cross?selling. Key Responsibilities: Acquire & manage HNI/UHNI clients, deepen relationships. Provide equity/derivative investment & trading advice. Generate brokerage & revenue; cross?sell MF, PMS, insurance etc. Monitor portfolios, review performance & risk. Stay updated on market trends & research. Ensure compliance with SEBI/regulatory norms. Maintain MIS/reports for management. Qualifications & Skills: Graduate/Postgraduate in Finance/Commerce. 310+ yrs experience in broking/trading & HNI client handling. Strong market knowledge & order execution skills. Excellent communication & relationship management. KPIs: Client acquisition & activation. AUM & revenue growth. Cross?sell targets. Client satisfaction & compliance adherence.