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1.0 - 6.0 years
1 - 3 Lacs
Lucknow
Work from Office
Responsibilities: * Generate revenue through equity sales & brokerage generation * Manage demat accounts & cross sales activities * Execute B2C marketing strategies for mutual funds & SIPs cross-selling Client Meeting and achievement of target Employee state insurance Provident fund Sales incentives
Posted 2 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile Graduation or Above. - Age 21 to 38. - 2 years of field sales experience. - Need local candidate with good local network. - Fresher's Can't Apply.
Posted 2 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
JM Financial Share & Stock Broker Key role- Opening Demat account Role:- Digital Acquisition Specialist Day 1 joining salary starts from day 1 Shift timing - 9:00AM to 7:00PM Required Candidate profile Minimum HSC with 6 months of sales experience. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:- 7796426785 Perks and benefits incentive and growth opportunities
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Nagpur, Sangli, Aurangabad
Work from Office
• Building a strong relationship with existing customer • Handle walk-in customers through tie-up banks • 100% lead provide • field work require • Bank responsible for meeting sales through Bank • Regularly follow up with client • lead closing Required Candidate profile Graduation or Above. - Age 21 to 38. - 2 years of field sales experience. - Need local candidate with good local network. - Fresher's Can't Apply.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Nashik, Pune, Mumbai (All Areas)
Work from Office
• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile Graduation or Above. - Age 21 to 38. - 2 years of field sales experience. - Need local candidate with good local network. - Fresher's Can't Apply.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Bhubaneswar, Kolkata
Work from Office
We are hiring for CRM - Client Relationship Manager !! - Managing the sales through assigned leads - Resolving customer queries - To Close The leads Provided By the Company - To Handle the walk-in customer - To do Cold calling on the lead-based data Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
Ajmer, Bikaner, Jodhpur
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Jodhpur Sikar Ajmer Udaipur Bhilwara Bikaner ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9811985863 OR email cv on qrn.placement@gmail.com
Posted 2 weeks ago
10.0 - 15.0 years
0 Lacs
chennai, tamil nadu
On-site
As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. With at least 15 years of experience in the Financial Services domain, you are expected to have exposure to Capital Markets in areas such as Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending, Collateral Management, Cash Management), Investment Banking (Sell Side), and Multi-lateral financial institutions (World Bank, EBRD, ADB), as well as Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions). Additionally, you should have hands-on experience with various securities instruments including Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives, and tokens. Your role will also involve creating new Financial Services offerings, visualizing and conceptualizing innovative ideas, and providing thought leadership in the domain. You should be well-versed in data analysis, including Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas. Having over 5 years of Pre-Sales experience, you should be adept at handling large-sized Financial Services RFP responses, understanding clients" needs, industry trends, challenges, and opportunities. A background in core Consulting from IT Services organizations is preferred, with a focus on IT experience rather than BPO or Non-IT roles. The ideal candidate for this role would hold an MBA in Finance with additional certifications such as CFA, FRM, or CFP, and have exposure to Capital Markets and Securities areas.,
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
pune, maharashtra
On-site
Job Description: As a Real Estate Team Lead at Prime Assets Realty Private Limited, located in Pune, you will be responsible for managing daily team activities and overseeing brokerage operations to ensure the smooth progression of commercial real estate transactions. Your role will involve leading and managing the team, maintaining client relationships, offering guidance on market trends, and ensuring the highest quality of service delivery. The ideal candidate will have excellent communication skills, experience and expertise in Brokerage and Commercial Real Estate, strong team management and leadership abilities, a proven track record in managing real estate transactions, a sound understanding of the Pune real estate market, and the ability to work both independently and collaboratively. A minimum of a Bachelor's degree in Real Estate, Business, or a related field is required. Join us to enhance team performance and contribute to achieving company goals.,
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Nagpur
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Ulhasnagar
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Nashik
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Thane
Work from Office
Review corporate actions accounting, redemption , Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBI. Immediate Joiners preferred. MBA (finance) , Semi qualified CA preferred.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Goregaon
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Hingoli
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Navi Mumbai
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Pimpri-Chinchwad
Work from Office
Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred
Posted 2 weeks ago
2.0 - 7.0 years
3 - 7 Lacs
Bengaluru
Work from Office
1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 2 weeks ago
2.0 - 7.0 years
3 - 6 Lacs
Bengaluru
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. > Job Location: Basappa-Jayanagar-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 2 weeks ago
1.0 - 6.0 years
2 - 7 Lacs
Chandigarh, India
On-site
We are actively seeking a highly knowledgeable and client-focused Equity Advisor to join our client's team through Acme Services . This pivotal role is responsible for driving brokerage revenue primarily by providing expert advice on equity portfolios, executing trades on behalf of clients, and fostering enduring client relationships. The ideal candidate will possess deep market knowledge, a strong commitment to compliance, and excellent communication skills to keep clients informed and engaged. Key Responsibilities Brokerage Generation & Advisory : Primarily responsible for generating brokerage revenue through expertly advising clients on their equity portfolio , providing insights and recommendations aligned with market trends and client goals. Order Execution : Efficiently punch orders on the terminal on behalf of clients , ensuring accurate and timely execution of trades. Client Relationship Management : Develop and maintain long-term relationships with customers to ensure a high level of retention of existing clients, while simultaneously focusing on generating new business opportunities. Market Knowledge & Updates : Consistently stay updated with market knowledge , including equity trends, company performance, and macroeconomic factors, to provide informed advice. Compliance & Risk Adherence : Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies. Client Communication : Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information. Skills Expertise in equity portfolio advising . Proficiency in punching orders on trading terminals . Strong capabilities in developing and maintaining long-term customer relationships . A keen ability to generate new business . Commitment to being constantly updated with market knowledge . Adherence to compliance and risk regulations. Effective communication for keeping clients updated on their orders . Strong analytical skills for market assessment. Qualifications Proven experience as an Equity Advisor or in a similar role within the financial services industry. Demonstrable track record of generating brokerage and achieving sales targets. Strong understanding of equity markets, financial products, and investment strategies. Relevant certifications (e.g., NISM) may be required.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 7 Lacs
Ahmedabad, Gujarat, India
On-site
We are actively seeking a highly knowledgeable and client-focused Equity Advisor to join our client's team through Acme Services . This pivotal role is responsible for driving brokerage revenue primarily by providing expert advice on equity portfolios, executing trades on behalf of clients, and fostering enduring client relationships. The ideal candidate will possess deep market knowledge, a strong commitment to compliance, and excellent communication skills to keep clients informed and engaged. Key Responsibilities Brokerage Generation & Advisory : Primarily responsible for generating brokerage revenue through expertly advising clients on their equity portfolio , providing insights and recommendations aligned with market trends and client goals. Order Execution : Efficiently punch orders on the terminal on behalf of clients , ensuring accurate and timely execution of trades. Client Relationship Management : Develop and maintain long-term relationships with customers to ensure a high level of retention of existing clients, while simultaneously focusing on generating new business opportunities. Market Knowledge & Updates : Consistently stay updated with market knowledge , including equity trends, company performance, and macroeconomic factors, to provide informed advice. Compliance & Risk Adherence : Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies. Client Communication : Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information. Skills Expertise in equity portfolio advising . Proficiency in punching orders on trading terminals . Strong capabilities in developing and maintaining long-term customer relationships . A keen ability to generate new business . Commitment to being constantly updated with market knowledge . Adherence to compliance and risk regulations. Effective communication for keeping clients updated on their orders . Strong analytical skills for market assessment. Qualifications Proven experience as an Equity Advisor or in a similar role within the financial services industry. Demonstrable track record of generating brokerage and achieving sales targets. Strong understanding of equity markets, financial products, and investment strategies. Relevant certifications (e.g., NISM) may be required.
Posted 2 weeks ago
9.0 - 12.0 years
6 - 11 Lacs
Hyderabad, Pune, Bengaluru
Work from Office
Skills: Experience in OTC Brokerage Reconciliation process 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 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 Flexibility to work as per business requirements
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Madurai
Work from Office
Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Vapi, Ahmedabad, Vadodara
Work from Office
Post : Client Relationship Manager Hiring experienced BFSI sales professionals. Engage with walk-ins, leads & referrals. Pitch financial products, drive conversions & meet sales goals. Minimum 1 year of BFSI sales experience is required. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply
Posted 2 weeks ago
1.0 - 5.0 years
9 - 13 Lacs
Mumbai
Work from Office
Please find below the JD : Transaction processing and settlement of transactions related to investments in Bonds, Commercial Paper and Certificate of deposits. Reporting, verification and settlement of CD issuance trades; CD redemption payouts on a timely basis, Corporate actions . Regulatory reporting/MIS preparation and submissions related to borrowing/lending as well as investments. Verification and settlement of equity trades including dividend tracking and accounting. Processing and settlement of PTC and SR transactions . Timely reporting of various MIS to internal stakeholders. Reporting of tracking of Funds flow to RTGS teams. Reconciliation of brokerage bills and payment processing to brokers. Processing, settlement and documentation of borrowing and lending trades including Refinance, IBPC, RIDF Deposits, BRDS. Equity Processing - IPO and secondary market transactions
Posted 2 weeks ago
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