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1 - 6 years
2 - 3 Lacs
Thane
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Navi Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Thane
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Navi Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 3 years
6 - 10 Lacs
Guntur, Kurnool, Hyderabad
Work from Office
1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification Locations:-Hyderabad, Vishakhapatnam, Guntur, Kurnool, Vijayawada, Bangalore, Cochin, Kochi, Chennai, Nagpur, Pune, Mumbai, Ahmedabad, Surat, Baroda, Rajkot, Chandigarh, Bhopal, Indore, Dehradun, Gwalior, Patna, Delhi, Guwahati, Chandigarh, Ranchi, Trivandrum, Thrissur, Aurangabad, Ludhiana, Jaipur, Udaipur, Lucknow, Lucknow, Noida, Kolkata
Posted 3 months ago
0 - 5 years
2 - 5 Lacs
Ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.
Posted 3 months ago
5 - 10 years
4 - 7 Lacs
Bengaluru
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Chennai, Pune, Hyderabad
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions 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 Vacancy - 40 positions 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 Pls call Naveen 9962331867 for more info. Thanks, Naveen 9962331867
Posted 3 months ago
1 - 6 years
5 - 12 Lacs
Ernakulam, Kochi, Coimbatore
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions 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 Vacancy - 40 positions 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 Pls call Naveen 9962331867 for more info. Thanks, Naveen 9962331867
Posted 3 months ago
3 - 8 years
5 - 15 Lacs
Kolkata
Work from Office
Hi, We have vacancy for Equity Advisor - Kolkota Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Role type: Individual Experience: 3+ Years in Equity / MF / PMS / Broking Sal upto 15 lpa Reporting to: Group Advisory Leader-PCG Location: Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products PMS/MF/Fixed Income and Insurance as per assigned targets. Key Deliverables Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to the Compliance process for advice given. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. Daily meetings to be done with existing clients and new prospects for business. Role Requirements Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Pls call Devika 9514266618 for more info. Thanks, Devika 9514266618
Posted 3 months ago
1 - 6 years
3 - 5 Lacs
Chennai, Trivandrum, Kochi
Work from Office
Responsibilities:: - Execute transactions on behalf of clients - Offer investment guidance and recommendations - Promote and sell external financial products - Attract new clients and maintain existing relationships - Conduct meetings with clients Required Candidate profile - Graduate in any field. - Experience: 1+ Years experience in NBFC & BFSI - Knowledge of broking, operations, and risk profiling - Understanding of stocks, bonds, and mutual funds - NISM 8 Mandatory Perks and benefits Attractive salary & incentive Growth opportunities
Posted 3 months ago
1 - 6 years
1 - 4 Lacs
Vapi, Bhavnagar, Bharuch
Work from Office
Position:Relationship Manager Function: Direct Sales-100% Leads Reporting: BM Location: Gujarat Role: Sales life insurance to Existing customer & Close leads CTC :2 to 4 Lakhs
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Korba, Champa, Nagpur
Work from Office
-Train and Motivate the team to achieve desired Goals. -You have to meet the customer and sales the company product. -Cold calling for banking products. -Generating Business. Required Candidate profile • Education - Graduate with Any Stream • Experience - 1 to 7 Years experience with BFSI Domains • Skills - Customers Convincing Power • Knowledge: should have understanding of banking products
Posted 3 months ago
2 - 5 years
3 - 4 Lacs
Chennai
Work from Office
AssetPlus is a leading fintech platform dedicated to empowering Mutual Fund Distributors (MFDs) across India. AssetPlus provides a range of financial products, including mutual funds, insurance, corporate fixed deposits, sovereign gold bonds, and the National Pension Scheme (NPS), all accessible through a single, user-friendly dashboard. The company offers a comprehensive, fully digital platform designed to streamline operations and enhance the efficiency of MFDs, enabling them to focus on building strong client relationships and facilitating wealth creation. Key responsibilities: Working on processing offline mandates, bank proof verifications. Coordinating with multiple stakeholders and solving issues related to FD, NPS, PMS and LAMF processing. Coordinating with the vendors and processing the brokerage payouts of FDs, NPS, PMS, bonds and LAMF Taking end-to-end responsibility of on boarding clients to our tech platform Working closely with the sales, product and support teams to ensure timely query resolution. Skills: Strong written and verbal communication skills Prior experience in mutual fund operations, KYC processing, and regulatory compliance is a plus Proficiency in Excel Ability to coordinate across cross-functional teams and manage external provider relationships Leadership skills with process ownership and team mentoring will be an added advantage Compensation: The offered compensation package will be based on the candidates prior experience and current Cost to Company (CTC) Why Join Us? Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth. Location: Chennai(Work from Office)
Posted 3 months ago
1 - 6 years
1 - 6 Lacs
Bengaluru, Kochi, Raipur
Work from Office
Acquisition of Direct Clients as well as Business Associates for Stock Broking PMS Mutual fund Responsible for achieving Target of Stock Broking PMS Mutual fund Fixed Deposit acquire new clients of Stock Broking,Mutual funds and Insurance business
Posted 3 months ago
2 - 7 years
3 - 6 Lacs
Pune, Bengaluru
Work from Office
Role & responsibilities Ensure accurate management of daily reconciliations of brokerage trades and brokerage calculation with Hands-on experience in the process. Have required communication with Recon team for better understanding of their workflow and making reporting process more efficient Ensure all SLA/KPI as agreed with Client is met with 100% accuracy and timeliness Manage the broker relationships with timely responses to their queries and settling the outstanding brokerage within agreeable period All reports to be prepared accurately and submitted on time as per timelines agreed with client. EOD checklists are reviewed and saved on daily basis All reports (Daily, Weekly & Monthly) should be delivered on time with 100% adherence to SLAs & 100% Accuracy Zero escalations from brokers for inadequate response. Have regular interactions and review meetings with Client Assist TL/Management in any adhoc requests and support during their absence. Skills Experience in OTC Brokerage Reconciliation process. ( .( Must have skill) Experience in manual brokerage calculation .(Must have skill). Strong knowledge of the OTC market, derivative products like (FX, Options, IRS, CCS, Repos, FXO, PMO{ Precious metal options } PM { Precious metal } ) and operating conventions . Strong knowledge of the OTC market, derivative products and operating conventions Excellent MS Excel/Word skills Effective communication skills to manage broker/client Ability to work with team and demonstrate the positive influences among peers Proven ability to work effectively within strict deadlines
Posted 3 months ago
2 - 6 years
2 - 5 Lacs
Kolkata
Work from Office
Order Punching on behalf of client, Terminal Handling, Advising the client Client base is Provided by the company Achieve target of brokerage generation Cross selling of Mutual Fund, Demat A/c to existing client Responsible for Handling HNI Clients Required Candidate profile Must have NISM 8 Certificate. Achieve Brokerage generation target 1-2 Year of Dealing Experience in Stock Market. What's up 9318431991 If interested send CV at Info.aspiringmantra@gmail.com
Posted 3 months ago
0 - 4 years
3 - 5 Lacs
Mumbai Suburbs, Mumbai, Mumbai (All Areas)
Work from Office
Role Designation:- Advisor Department:- Commodity Key Deliverables:- Handling & Advising clients on Commodity product. Passing on research calls and engaging clients to trade in commodity Creation of revenue through effective Advisory Role Requirements:- Any Graduate fresher or with minimum of 6 Months-3 Years experience. Candidate with broking industry experience will be added advantage. Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts. Shift Time :Commodity Advisory: Should comfortable working in shifts- Morning Shift- 8.30-5.30pm / Evening shift -3pm to 12 am Benefits : Fixed CTC+ Attractive Incentive+ Night travelling Allowance of Rs 3500 How to Apply:- To schedusle your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:7796426785
Posted 3 months ago
0 - 3 years
2 - 3 Lacs
Mandvi, Gandhidham, Bhuj
Work from Office
We are hiring for Relationship Executive Identify sales opportunities - Achieve sales Goals - Conduct market activities - Enhance the business - Cross Sales Bank Products Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Note: Interested candidate can send their resume on Whats App No - 9328406519
Posted 3 months ago
4 - 9 years
5 - 15 Lacs
Chennai, Bengaluru, Kolkata
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
3 - 8 years
15 - 25 Lacs
Bengaluru, Bangalore Rural
Work from Office
Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office
Posted 3 months ago
1 - 6 years
1 - 4 Lacs
Thane
Work from Office
Payroll-Bank Payroll Online dealing desk - 6 month bpo exp & NISM 5A certified fresher can apply - 3 lpa digital onboarding - 0-6 months bpo exp or fresher - 3.25 lpa Customer Service - 0-1 yr exp - 3.25 lpa Call 8080126356 Shilpa 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
2 - 7 years
2 - 6 Lacs
Thane
Work from Office
Des-Online Dealing Desk Online Reactivation Desk Online Activations Desk Equity Dealer - Salary-3 lakh to 6.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Required Candidate profile Work Location- Call and Trade Equity Dealer - Airoli and Lower Parel Payroll-Bank Payroll Receiving calls Graduate Fresher NISM 8 certified Call 8080126356 Shilpa hyflyhr9@gmail.com www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
4 - 6 years
4 - 7 Lacs
Palakkad, Kozhikode, Bengaluru
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:
Posted 3 months ago
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