306 Brokerage Jobs - Page 2

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product (preferably from Wealth Management background) _ Location : - Trivendrum, Delhi, Vadodra, Chennai, Bengaluru, Surat, Mumbai, Hyderabad, Ahmedabad, Kolkata, Pune

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune.

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Trivendrum, Delhi, Vadodra, Pune,Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata

Urgent Hiring For - Sales Manager | Equity Dealer | Relationship Manager For Chandigarh and Delhi NCR Location Experience:- 2-10 Yrs Role & responsibilities 1. Handling a team of Relationship managers/ Senior Relationship Managers. 2. To ensure that the team achieves its sales targets. 3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch. 4. To achieve sales target in given period through pursuing the prospects to open the Demat & Trading Accounts by making clients aware of the merits of opening Account with SMC group. 5.Generating revenue in terms of brokerage Candidate Should be cleared NISM VIII Certificate Contact :- deepikachaudhary@smcindiaonline.com Deepika Chaudhary 9557075388

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)

Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory

Company Description Life Insurance Corporation (LIC) is an esteemed organization emphasizing the importance of life insurance in India for over a century As one of the largest insurance providers, LIC strives to educate and offer life insurance solutions suited to the unique needs of its vast population Our motto is "With life and beyond life," reflecting our commitment to support individuals and their families through all stages of life Role Description This is a full-time hybrid role for a Life Insurance Agent based in Coimbatore, with some work-from-home flexibility The Life Insurance Agent will be responsible for selling life insurance policies, providing insurance brokerage services, and assisting clients with their financial planning The role entails meeting potential clients, understanding their needs, and providing exceptional customer service to ensure client satisfaction and retention Qualifications Proficiency in Insurance Sales and Insurance Brokerage Strong knowledge of Finance and Financial Planning Excellent Customer Service skills and experience In-depth understanding of different types of Insurance Excellent communication and interpersonal skills Ability to work independently and in a hybrid environment Relevant certifications in insurance or finance are a plus Bachelors degree in Finance, Business Administration, or a related field Show more Show less

Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team members. Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets. Ensure compliance as per various regulator and organization guidelines. Cross Selling of Third Party Products- LI, MF, FD, Bonds etc Candidate should have overall experience of around 10-15 years in the desired role with team management experience of min 5years Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification Team managing/handling in the current experience is a must Reporting to Regional Director Team Handling/ Playing Captain Yes Recruiter Details dhikshitha karingula 9652306297

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Conduct internal audits of financial and operational processes. Evaluate the effectiveness of internal controls and identify areas for improvement. Assess risk management processes and provide recommendations. Required Candidate profile CA with over 8 yrs of exp in internal audit within a Family Office is essential. Strong knowledge of internal audit standards & best practices. Exp with risk management & internal control frameworks

Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Define and deliver asset data management solutions, to capture, validate and improve plant, equipment, bill of material and maintenance plan data and install base management. What are we looking for Agility for quick learningProblem-solving skillsWritten and verbal communicationStrong analytical skillsCommitment to quality Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders. Advising client based on Research report Location Chennai, Cochin, Hyderabad, Bangalore

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

Experience : Minimum 2 years of Mutual Funds Operations experience in AMC(Mutual Funds Company) All the operational activities of the branch. Qualification : Graduation / MBA Certificate : NISM 5A Certified Ctc : Upto 5 Lacs Location : Begusarai

Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Sales in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.

Channel Partner Onboarding & Management Client Relationship Management & Deal Closure Reporting & Market Intelligence Event Coordination & Campaigns Strong relationships within the broker network, organizing campaigns, Prospects to Meet sales target Required Candidate profile Bachelor’s or Master’s degree. 1–3 years of experience in real estate sourcing or channel sales Knowledge of the local real estate market and broker network Proficiency in MS Office and CRM tools

Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customers shoes, and passionate about solving their issues for the best possible experience, youre the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Interested candidates kindly share your updated CV's on tanvi.patil@religare.com

Part of Pro-Equities team Spark Family Office/Wealth Management Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios Must have strong client relationships built over the years and must facilitate transition them to SPARK PLATFORM. Primary business Listed Equities based brokerage. Work with the Research, Technical product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus - Distribution of wealth products earn commissions Responsible for overall business and PL for Private Client Group (can be mutually worked upon) Set Meet revenue targets at product level and ensuring to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationship with new existing clients, Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns. Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Candidate to be from Securities or relevant Equities back-ground led organisation such as Institutional Equity Houses Post graduate with minimum 7-15 yrs exp Should possess strong networking relationship building skills Close

EQUITY DEALER : Must be from broking industry, having experience of 2-3 years NISM 8 mandatory Stability is mandatory Notice Period - max to max 45 days Cross selling 6. Client base must be there Interested Candidates can Contact Miss MANSI YADAV Contact No.- 7428 895 061 E mail I'd - mansi.y@upusglobalservices.com

Job Description : Must be from broking background 07 team's members must be there (04 RM/ ED or 03 RM/ ED) And team has to move with him Having 10 years of experience and in last organization 5-4 years must be there Stability is must Interested Candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 E mail I'd - mansi.y@opusglobalservices.com

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.