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1 - 6 years
4 - 8 Lacs
Mumbai
Work from Office
1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products.
Posted 3 months ago
3 - 8 years
5 - 10 Lacs
Gurgaon
Work from Office
Change Management and Transformation Consultant Capital Markets Find endless opportunities to solve our clients toughest challenges, as you work with exceptional people, the latest tech and leading companies across industries. Practice: Capital Markets, Industry Consulting, Capability Network I Areas of Work: Change Management and Transformation | Level: 11/9/7 / 6/5 | Location: Bengaluru/Gurugram/Mumbai| Years of Exp: 3-20 years Explore an Exciting Career at Accenture Are you an outcome-oriented problem solverDo you enjoy working on transformation strategies for global clientsDoes working in an inclusive and collaborative environment spark your interest Then, is the right place for you to explore limitless possibilities. The Practice A Brief Sketch As a part of the practices within Accenture's , you will work with our global teams to help investment banks, asset and wealth managers, and exchanges, prepare for the digital future. Together, let's leverage global strategies and data-driven insights to pave way for digital-enabled capital markets. Help us unlock new value in a disruptive world, with the following initiatives: Collaborate with client challenges to solve complex client problems such as regulatory reforms and implementation. Define and manage the organization change with reference to process, technology and organization structure. Manage transformation project to migrate from legacy to target. Assess as-is process and suggest best industry practices to come up with to-be processes and implement them to remove inefficiencies. Support data governance and management and help optimize operations and drive business decision-making. Support in development of collateral, methodology refinements, best practices updates and trends tracking, create and support proposals incorporating Accenture value proposition. Incorporate Accenture best practices and help develop methodologies into every stage of the project management lifecycle. Bring your best skills forward to excel in the role: Good analytical and problem-solving skills Excellent communication, interpersonal and presentation skills Cross-cultural competence with an ability to thrive in a dynamic consulting environment Read more about us. Qualifications Your experience counts! MBA from reputed business school with strong blend of consulting and functional skills FRM, CFA, PRM or other industry specific certification is a plus Prior experience of working on consulting projects is a must. Ideal candidate should be able to consult with clients offering their subject matter expertise in Investment Banking Investment Management functions including below domains: Capital Markets (example:FO, MO, Market Data, Collateral Management, Liquidity Management) Asset Wealth Management (Front Office Advisory, Salesforce) Front Office Advisory Experience with OMS systems (Charles River, Aladdin, Bloomberg AIM, Avaloq etc) Back Office applications (Clearing and Settlement etc.) Portfolio management for brokerage firms Collateral Management; MTM valuations Fund Management Accounting Treasury front, mid back-office functions Risk Management:Market Risk, Credit Risk, Operational Risk Post trade (example:Reference Data, Risk Management, Finance Accounting) Exchange Trading avenues, Clearing house Regulatory Change and Compliance (example:MiFID, EMIR, MiFID II, Basel, IFRS9) Robotics Process Automation Data profiling, data lineage and data analytics Data Migration and Change Management Trading platforms (example:Murex, Calypso, Fidessa, Kondor+ and so on) Data Governance and Management Agile and Hybrid SDLC Methodology Whats in it for you An opportunity to work on with key G2000 clients Potential to with leaders in strategy, industry experts, enterprise function practitioners and, business intelligence professionals to shape and recommend innovative solutions that leverage emerging technologies. Ability to embed into everythingfrom how you service your clients to how you operate as a responsible professional. Personalized training modules to develop your to grow your skills, industry knowledge and capabilities Opportunity to thrive in a that is committed to accelerate equality for all. Engage in boundaryless collaboration across the entire organization. About Accenture: Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions underpinned by the worlds largest delivery network Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 569,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at About Accenture Strategy Consulting: Accenture Strategy shapes our clients future, combining deep business insight with the understanding of how technology will impact industry and business models. Our focus on issues such as digital disruption, redefining competitiveness, operating and business models as well as the workforce of the future helps our clients find future value and growth in a digital world. Today, digital is changing the way organizations engage with their employees, business partners, customers and communities. This is our unique differentiator. To bring this global perspective to our clients, Accenture Strategy's services include those provided by our Capability Network a distributed management consulting organization that provides management consulting and strategy expertise across the client lifecycle. Our Capability Network teams complement our in-country teams to deliver cutting-edge expertise and measurable value to clients all around the world.For more information visit | At the heart of every great change is a great human. If you have ideas, ingenuity and a passion for making a difference, .
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Chennai, Pune
Work from Office
We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory.
Posted 3 months ago
4 - 8 years
5 - 7 Lacs
Pune, Ahmedabad, Jaipur
Work from Office
Hiring & management of Leaders Recruit & manage Business Partner from the respective location Train & motivate Partners to provide a better understanding of how to build the team Monitor & review team performance Meet prospective customer Required Candidate profile Qualification: Graduation Exp: 4 Years of Experience in Sales and Life Insurance Sales Candidate must have experience in Life Insurance Sales Age: 25 to 45 years Jay | HR Phone: +91 6353131340 Perks and benefits Bonus Incentives Paid Leaves On - roll Job
Posted 3 months ago
9 - 14 years
6 - 11 Lacs
Allahabad, Varanasi, Dehradun
Work from Office
Mandatory Industry Exp Developing sales strategies and plans to achieve sales and profit goals by leading, developing, and motivating sales associates Recruitment for the existing team. DM@8459691545 Required Candidate profile Meeting or exceeding targeted sales quotas & productivity standard Providing exceptional customer service to all customers on a daily basis Developing & implementing sales plan to drive sales & profit
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Chennai, Pune, Hyderabad
Work from Office
Role - Equity Dealer Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required Skils : - NISM,trading,equity trading,Equity Advisory,Dealing,Equity Settlement,Equity Broking,Brokerage,Stock Broking,Equity Sales,relationship,manager,sales,business development,Derivatives Trading,Revenue Generation,Online Trading,New Client Acquisition,relationship manager
Posted 3 months ago
7 - 12 years
6 - 11 Lacs
Allahabad, Varanasi, Dehradun
Work from Office
Responsible for revenue generation and branch profitability through brokerage. Manage a team of Relationship Managers to drive client acquisition, focusing on MNI and HNI segments. Provide regular updates to superiors. Required Candidate profile Oversee Equity dealers/advisors to generate brokerage via long-term equity investments and short/medium-term trading. Build and maintain strong client relationships for retention and new business.
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Thane, Bengaluru
Work from Office
Role - Equity Dealer Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Chennai, Pune, Hyderabad
Work from Office
Role - Equity Dealer Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients.
Posted 3 months ago
2 - 7 years
3 - 5 Lacs
Allahabad, Varanasi, Chennai
Work from Office
• Would be responsible for acquisition and servicing of clients • Regular client meetings • Servicing the clients • Revenue Generation • Client Acquisition • Regular client meetings • Revenue Generation DM@8459691545 Required Candidate profile Excellent Knowledge in Capital Market and good speed in executing trades• Individual should be the keenness to learn and grow in one of the most dynamic and fastest growing
Posted 3 months ago
1 - 6 years
1 - 2 Lacs
Nasik, Nagpur, Aurangabad
Work from Office
Call On -8849213380 Recruit Team of advisors Generate business through the team Lead the team of advisors ,Manage and train the business development team Generate leads and cold call prospective customer Build strong relationships with client Required Candidate profile Age: 21 To 38 Years Qualification: Graduation (No Backlogs) Experience: 1 year of Experience in Sales & Marketing ( BFSI ) with Relieving Letter/Resignation Acceptance Mail Bike: Mandatory
Posted 3 months ago
5 - 10 years
5 - 10 Lacs
Thane
Work from Office
HDFC Securities - Urgent Opening for Team leader - Virtual Desk DEPARTMENT - Virtual Desk POSITION - Branch Manager LOCATION - Mumbai (All Areas) JOB DUTIES AND RESPONSIBILITIES Broad Scope of Job Responsibilities are: • Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and Ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management. Monitor brokerage of the branch/dealer and income from other product. Monitoring teams performance and motivating them to reach targets (RM) Manage the clients virtually. Handle overall branch operation, risk, and administration related activities. Ensure connectivity in the branch. Coordinating with research team for advice/review of portfolio for top customers on regular basis. DESIRED ATTRIBUTES: NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory Interested candidates can share there updated resume at devashree.lad@hdfcsec.com
Posted 3 months ago
1 - 5 years
2 - 4 Lacs
Kolkata
Work from Office
Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term To keep abreast with market knowledge and market intelligence Required Candidate profile Minimum 1-2yrs experience in Equities on the clients’ advisory side Should have sound understanding of capital markets Should be NISM Currency Derivatives certified.(series 8) HR -Shabroj- 8867327780
Posted 3 months ago
4 - 9 years
5 - 15 Lacs
Ahmedabad, Bengaluru, Mumbai (All Areas)
Work from Office
In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.
Posted 3 months ago
1 - 5 years
5 - 6 Lacs
Ahmedabad
Work from Office
Job Title: Equity Portfolio Advisor Location: Ahmedabad Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.
Posted 3 months ago
1 - 5 years
5 - 8 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai
Work from Office
Job Title: HNI Equity Portfolio Advisor Location: Mumbai Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.
Posted 3 months ago
1 - 5 years
1 - 2 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Candidate, Greetings From Monalisa HR Team..!! We have an Urgent opening for the position of "Insurance Agent / Advisor" for one of our reputed clients @ their Santacruz - West, Location. Hiring Company Name - Confidential Job Location: - Santacruz - West Designation: - Insurance Agent/ Advisor Rolls: - On-Rolls. Salary: - In Between 18k - 25k net in hand & based on a complete interview evaluation process too. Experience Minimum 2 3 Years of experience Job Nature: - Full Time / Work from Office. Key Responsibilities Experience in Mutual Fund & General Insurance Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Preparing collating mutual fund reports Prepare Quotations Prepare daily MIS entry Manage & maintain data of clients Issue policy & share with clients. Answering inbound sales calls and converting them into new opportunities. Engage potential customers in dialogue that opens opportunities. Provide information regarding product/service in an engaging manner. Mailing required details like brochures, product profiles to clients. TECHNICAL /FUNCTIONAL SKILLS : Excellent communication skills, both in written and verbal. Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables. Have a strong work ethic and are eager to learn. Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence. Excellent customer service skills to ensure customers get awesome experience from company product Strong time management skills and ability to prioritize and multitask effectively. Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc. Ability to work well in a fast-paced environment THE PERSON SHOULD BE WILLING TO JOIN IN 15-20 DAYS TIME OR IMMEDIATELY JOINER. Request for interested candidates; please share your updated resume with us thru below Email-ID executivehr@monalisammllp.com , also candidate can reach us at 9029895581 . Current /Last Net in Hand - Salary will be offered based on the interview /Technical evaluation process- Notice Period & LWD was/will be - Reason for Job Change - Total Years of Experience in Specific Field - Regards, Monalisa Group of Services HR Department 9029895581 Call / WhatsApp executivehr@monalisammllp.com
Posted 3 months ago
1 - 4 years
1 - 5 Lacs
Kolkata, east india
Work from Office
Execute the orders on behalf of clients. Punch orders for clients on NSE/ BSE terminals. Revenue generation by wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Drive focus on generating new business/client base 4L-6LPA Required Candidate profile Minimum of 1 year experience in Equity broking Graduation & Holds latest certificate of NISM 8 Must Understanding of local market and captive client base
Posted 3 months ago
5 - 10 years
5 - 10 Lacs
Thane
Work from Office
HDFC Securities - Urgent Opening for Team leader - Virtual Desk DEPARTMENT - Virtual Desk POSITION - Branch Manager LOCATION - Thane Wagle Estate JOB DUTIES AND RESPONSIBILITIES Broad Scope of Job Responsibilities are: • Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and Ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management. Monitor brokerage of the branch/dealer and income from other product. Monitoring teams performance and motivating them to reach targets (RM) Manage the clients virtually. Handle overall branch operation, risk, and administration related activities. Ensure connectivity in the branch. Coordinating with research team for advice/review of portfolio for top customers on regular basis. DESIRED ATTRIBUTES: NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory Interested candidates can share there updated resume at devashree.lad@hdfcsec.com
Posted 3 months ago
1 - 6 years
2 - 7 Lacs
Delhi NCR, Bengaluru, Mumbai (All Areas)
Work from Office
Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open
Posted 3 months ago
2 - 3 years
3 - 4 Lacs
Bhopal, Udaipur, Jaipur
Work from Office
We are seeking a motivated sales leader with 3+ years of experience in life insurance or sales leadership to lead and guide agents in exceeding sales targets. Candidates with a valid bike and driving license are encouraged to apply Role & responsibilities Lead and motivate people to exceed sales targets. Help agents develop and refine sales techniques. Ensure that agents are consistently generating leads and converting them into clients. Monitor performance and provide feedback for improvement. Build and maintain strong relationships with clients and agencies Preferred candidate profile Graduation in any field. 3+ years of experience in life insurance or sales leadership. Must have a valid bike and driving license. Perks and benefits Salary : Upto 4 LPA + incentive + other benefits Interested candidates can apply at sales@tekpillar.com or contact +91 92652 97550.
Posted 3 months ago
2 - 7 years
5 - 12 Lacs
kerala, Andhra Pradesh, Tamil Nadu
Work from Office
Identify potential customers and generate leads from the open market. Convert prospects into customers by providing the right insurance solutions. Drive sales for Life Insurance (LI) and General Insurance (GI) products. Develop strong relationships with clients to ensure customer success. Meet and exceed individual sales targets.
Posted 3 months ago
4 - 9 years
5 - 15 Lacs
Chennai, Bengaluru, Mumbai (All Areas)
Work from Office
In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.
Posted 3 months ago
1 - 5 years
2 - 6 Lacs
Ernakulam, Bengaluru, Kochi
Work from Office
Relationship Manager: New client acquisition – to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation SIPs – 5 SIPs per month of Rs. 2000 each Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp: HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Thane
Work from Office
Payroll-Bank Payroll Salary 14.5k for Fresher & upto 22.5k Exp New client acquisition for Trading/Demat accounts via Online leads To connect with the prospects /Clients via Online leads and convert the same customer Call 9022157571 Pooja www.hyfly.in Required Candidate profile Explain the product to the client and solve any queries for opening Demat & Trading account. Achieve the assigned targets for client acquisition. Be updated on Market Outlook and Product Knowledge. Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
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