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2.0 - 7.0 years
1 - 3 Lacs
Gurugram
Work from Office
Responsibilities: Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones. Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services. Stay updated with market knowledge and trends to provide informed guidance to clients. Ensure compliance with all relevant regulations, policies, and risk management practices. Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients. Conduct client meetings and presentations as necessary. Going to meet the clients if necessary. Qualifications: Bachelor's degree in any field (finance, economics, or related disciplines preferred). Excellent communication and interpersonal skills to effectively interact with clients. Proficient in using relevant software and tools for portfolio analysis and client relationship management. Strong understanding of financial markets, investment products, and regulatory requirements. Ability to work in a team and collaborate with other departments or functions as needed.
Posted 1 month ago
0.0 - 4.0 years
3 - 7 Lacs
Jaipur
Work from Office
The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry
Posted 1 month ago
0.0 - 4.0 years
3 - 7 Lacs
Chandigarh
Work from Office
The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry
Posted 1 month ago
2.0 - 3.0 years
3 - 5 Lacs
Thane, Mumbai (All Areas)
Work from Office
Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales
Posted 1 month ago
3.0 - 5.0 years
8 - 12 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 Written and verbal communicationStrong analytical skillsAbility to work well in a teamAdaptable and flexibleAgility for quick learning Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 1 month ago
1.0 - 3.0 years
7 - 11 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 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 learningWritten and verbal communicationStrong analytical skillsProcess-orientationProblem-solving skills Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 1 month ago
3.0 - 5.0 years
8 - 13 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Data Management Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 Written and verbal communicationStrong analytical skillsProblem-solving skillsProcess-orientationAgility for quick learning Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 1 month ago
5.0 - 10.0 years
0 - 1 Lacs
Hyderabad, Bengaluru
Hybrid
Position: Business Analyst + Corporate actions Work Location : Hyderabad & Bangalore Work Timings : 1 PM IST till 10.30 PM IST Key Skills : 5+ years of hands-on Technical Business Analyst with Strong Expertise in Corporate actions & SQL Exp : 5 8 Years Job Description: 5+ years of hands-on Business Analyst experience. Strong in-depth knowledge of different Corporate Actions. Experience in leading design and implementation of custom and product strategy based technical projects. Strong client connect and should be able to drive the whole Implementation cycle. Should have a good SQL knowledge to carry out the daily work. Have good understanding of the North American/European Capital Markets, Fixed Income & Equity Brokerage Operations. Be able to evaluate business processes, anticipate requirements, uncover areas for improvement, develop and implement solutions and ensure that the solutions meet business needs and requirements. Lead ongoing reviews of business processes and developing optimization strategies Has knowledge of best practices and how own area integrated with others; is aware of the competition and the factors that differentiate them in the market. Collaboratively work with all stakeholders – Management, Product, Development, QA and BAU teams.
Posted 1 month ago
2.0 - 4.0 years
3 - 5 Lacs
Pune
Work from Office
Job Summary The IOA-Sr Process Executive will play a crucial role in managing and optimizing processes related to risk management billing and invoicing within the exchange and clearing domain. With a hybrid work model and day shifts the candidate will leverage their technical skills in Outlook MS Excel and MS PowerPoint to ensure efficient operations and contribute to the companys success. Responsibilities Manage and optimize processes related to risk management ensuring compliance and efficiency in exchange and clearing operations. Utilize technical skills in Outlook MS Excel and MS PowerPoint to streamline communication and reporting tasks. Oversee billing and invoicing processes ensuring accuracy and timeliness in financial transactions. Collaborate with cross-functional teams to enhance process efficiency and address any operational challenges. Provide insights and recommendations for process improvements based on data analysis and industry best practices. Ensure all processes adhere to regulatory requirements and company policies. Support the development and implementation of new strategies to improve billing and invoicing accuracy. Monitor and report on key performance indicators to track process effectiveness and identify areas for improvement. Facilitate training sessions for team members to enhance their understanding of process management and technical tools. Coordinate with stakeholders to ensure seamless integration of new processes and technologies. Contribute to the development of risk management strategies that align with organizational goals. Assist in the preparation of presentations and reports for TL/TM using MS PowerPoint. Engage in continuous learning to stay updated with industry trends and enhance domain knowledge. Qualifications Possess strong technical skills in Outlook MS Excel and MS PowerPoint essential for efficient process management. Demonstrate expertise in risk management billing and invoicing within the exchange and clearing domain. Experience in investment banking and brokerage is advantageous providing a broader understanding of financial operations. Ability to work effectively in a hybrid work model balancing remote and in-office tasks. Strong analytical skills to interpret data and provide actionable insights for process improvements. Excellent communication skills to collaborate with cross-functional teams and stakeholders. Detail-oriented approach to ensure accuracy and compliance in all processes.
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
Mumbai
Work from Office
Job Details: Role: Senior Analyst Billing & Brokerage| Full-time (FT) |Financial Markets| Location: Mumbai Maharashtra India Minimum Academic Qualifications Graduation (B.Com./BBA/BBM/BCA) / Post Graduation (CA/M.Com./MBA/MCA/PGDM) Experience Span: 2 to 4 years of experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. Process/Activities with Experience: Should have understanding of brokerage activities such as trade matching, invoice reconciliation, GMI rate update, trade affirmation on electronic platform, SSI update etc. Should have understanding of brokerage fee calculation and rate card review/update Should have working knowledge of electronic platforms such as Atlantis, GMI etc. Should have basic product knowledge for Fixed Income, Equity Swaps, Equity Options, FX Forward, FX Options Should able to communicate effectively with global counterparties and trade support groups to confirm settlement amount /resolve discrepancies & breaks Should have experience in either of these - LD brokerage, OTC Brokerage or electronic brokerage Ability to work under pressure to manage multiple deadlines & cut-offs throughout the day Should have hands on experience on Excel (Basic as well as Advance) Willingness to continuously learn, upgrade skills and stay relevant to business demands Should be able to work with teams across time-zones and cultures Should be organized, detail oriented, flexible, self-starter & highly motivated Should be able to act fast and decisively when dealing with critical situations ability to read situations and act in minutes Should be good with numbers and ability to derive information from data Should be excellent multi-tasking, creative problem solving and a good team player Financial Products Knowhow: Commodity swaps, Equity Swaps, Equity Options, Credit Default Swaps, IRS etc. Tools/industry utilities Preferred hands-on & understanding of Atlantis (FIA Tech), DTCC, GMI etc. Reporting/Client Management: We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting Key Words - EGUS, Docs, Clearvision, GMI, Ransys, Listed Derivatives, Exchange Traded, Atlantis, ETD, ION, Execution commission, GPS, Egains Role and Responsibility: As part of our Brokerage team, you will be working with our client partners to improve processes and controls that build capacity and scale. Your role will be to execute process functions and liaise with Middle office and Brokers/clients for multiple OTC products. Supporting managers in handling daily issues and assume the role of a process SME. Handling and resolving queries related to settlement and confirmation by the data provided to you by the system & counter parties. Independently handle clients establish self as a valued partner Independently handle all client escalations and lead mitigation steps to prevent future escalations Build domain expertise and lead from the front Training & mentoring Process Enhancement with improvement ideas
Posted 1 month ago
3.0 - 5.0 years
5 - 7 Lacs
Mumbai
Work from Office
The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Associate Process Manager Roles & responsibilities: Experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc Escalate issues to client and internal managers to bring issues to their attention promptly Independently handle clients and client calls establish self as a valued partner Help knowledge management endeavour by sharing process knowledge and best practices within the teams Have a thorough understanding of the clients business and related parties to monitor clients activities for unusual transactions Functional & Technical Skills: Bachelor's Degree in B. Com /BBM or Masters Degree in M.Com/MBA/PGDM 3 to 5 years of experience in handling a team of a minimum of 20 members with experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 6 to 10 years
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
Mumbai
Work from Office
The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Senior Analyst Roles & responsibilities: Should have understanding of brokerage activities such as trade matching, invoice reconciliation, GMI rate update, trade affirmation on electronic platform, SSI update etc. Should have understanding of brokerage fee calculation and rate card review/update Should have working knowledge of electronic platforms such as Atlantis, GMI etc. Should have basic product knowledge for Fixed Income, Equity Swaps, Equity Options, FX Forward, FX Options Should able to communicate effectively with global counterparties and trade support groups to confirm settlement amount /resolve discrepancies & breaks Should have experience in either of these - LD brokerage, OTC Brokerage or electronic brokerage Ability to work under pressure to manage multiple deadlines & cut-offs throughout the day Should have hands on experience on Excel (Basic as well as Advance) Shift time - General11:00 AM - 8:00 PM Functional & Technical Skills: Minimum Academic Qualifications Graduation (B.Com./BBA/BBM/BCA) / Post Graduation (CA/M.Com./MBA/MCA/PGDM) Experience Span: 2 to 3 years of experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 2-4 years years Financial Products Knowhow: Commodity swaps, Equity Swaps, Equity Options, Credit Default Swaps, IRS etc. Tools/industry utilities Preferred hands-on & understanding of Atlantis (FIA Tech), DTCC, GMI etc.
Posted 1 month ago
0.0 - 5.0 years
2 - 4 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. Team handling Interested can contact on 8422827225 or share CV on shweta.rajput@tradebulls.in
Posted 1 month ago
1.0 - 4.0 years
3 - 7 Lacs
Bengaluru
Work from Office
: Job TitleClearing and Settlement Analyst, NCT LocationBangalore, India Role Description Clearing and Settlement is responsible for managing the end-to-end clearing and settlement process. This is to ensure smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. Work includes: Supporting interaction between internal and external stakeholders involved in the clearing and settlement process chain Allocating assets to optimize the portfolio strategically Ensuring adherence with market standards Clearing and settling through both primary and secondary markets and direct payments What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Employee should be able to substantiatecompleteness of daily tasks. Ensures that the daily reconciliations and monthly billings are completed on time Ensure completion & delivery of all tasks on time to minimise risk. To Investigate and provide guidance on issues experienced by the team members Adept at conflict resolution both people and process being solution focused. Focuses on minimizing manual or inefficient processes and seeks approval from AVP before adding any new manual items. Good level of understanding of F2B connectivity from a process and system perspective. To ensure processes are performed as per defined Key Operating Procedures. To escalate unusual activity (high or low volumes or dollar amounts, new client activity, slow systems, delayed approvals etc.) Proactively explore solutions to close control gaps, adherence to existing controls, regular review of KSPs & maintain updated checklists Proactively monitor the Mail box and ensure that all emails are actioned on time Effectively contributes to global projects and seeks to drive the agenda in regard to process. Effectively liaise with global stakeholders like Sales, Product Control, and Trading Desk etc. Produce meaningful MI on time Liaise with counterparts and ensure good collection on Atlantis and for manual brokers Your skills and experience Experience / : Futures & Options business and market knowledge. Sound understanding of the Futures industry particularly on the Brokerage, Fees & Commissions aspect GMI, DOCS & Atlantis knowledge is a must Knowledge of required exchange systems Accounting/Finance knowledge would be an added advantage Ability to analyse data to determine root cause of problems Good communication and interpersonal skills Ability to take ownership, prioritise work and mange time effectively Sound MS Office skills in particular MS Excel & Access Result-oriented Ability to work under tight deadlines Team-player Flexibility in working hours Qualifications: Graduate in any discipline How well support you
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource
Posted 1 month ago
0.0 - 4.0 years
2 - 3 Lacs
Mumbai, Pune, Mumbai (All Areas)
Work from Office
Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number
Posted 1 month ago
0.0 - 5.0 years
1 - 4 Lacs
Rourkela, Berhampur, Raipur
Work from Office
Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Sales JOB RESPONSIBILITIES Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments. Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors. Generating leads through cold calling. Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients. Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective. Execute the orders on behalf of clients by doing pre-trade post-trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in client by converting leads. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Title: Relationship Manager Dealing 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 customer’s shoes, and passionate about solving their issues for the best possible experience, you’re 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. Title: Relationship Manager – Dealing Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organisational and planning skills. • Willingness to travel for client meetings and conferences when required. Interested candidates kindly share updated CV's on tanvi.patil@religare.com
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Kolkata, Patna, Cooch Behar
Work from Office
JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
Mumbai Suburban
Work from Office
RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Krishnagiri, Margao, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Margoa, Bangalore, Krishnagiri, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job 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 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 1 month ago
1.0 - 3.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 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 Process-orientationAgility for quick learningAbility to work well in a teamWritten and verbal communication Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Varanasi
Work from Office
Responsibilities: * Generate brokerage through cross-selling & third party products. * Contribute to revenue growth through new client acquisition & mutual fund sales. * Manage demat services & equity broking activities. Annual bonus Provident fund
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
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 Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.
Posted 1 month ago
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