1464 Broking Jobs - Page 3

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C 15) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) 16) NISM Series - VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience ) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 10 ) Existing Relationship Manager - Wealth Management/ Pvt Banker 11) Having AUM of Min Rs. 50 Cr _ Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore,Trivendrum , Vadodra, Delhi, NCR

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship.Ensuring the highest level of service to the clients..5 Years in a Commodity broking firm Location - Calicut, Trivendrum, GOA, Delhi, Surat,Ahmedabad,Bengaluru,Chennai, Hyderabad,Kolkata,Kochi,Mumbai.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) 13) Handling NRI Clients for Equity Broking 14) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 15) Experience in handling B2C Location: Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, Location: Trivendrum , Vadodra, Delhi, NCR,Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) Experienced professionals in Acquiring and Trading for HNIs' & UHNI's 2) Capable of acquiring Big Ticket margin (min. 1 Lac margin) 3) Capable of servicing & leveraging relationship with HNI clients 4) In-depth Knowledge about trading in Derivatives 5) Have a strong & disciplined approach to Sales 6) To work in a compliant and diligent manner. 1) 2 To 3 Years in Stock Broking Industry. 2) The candidate should have client base and willing to do trading along with Demat account opening too. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location - Mumbai,Ahmedabad,Nagpur,Pune,Hyderabad,Bengaluru,Chennai,Kolkata, Delhi 1) Graduate Undergraduate candidates will also do but only with good Dealer experience. 2) Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination OR willing to do NISM before joining.

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location :- Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Kochi,Vadodra, Delhi, Trivendrum, Pune.

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products Locations : Vadodra, Delhi, NCR, Kerala, Mumbai,Ahmedabad,Surat,Chandigarh, Bengaluru ,Hyderabad,Coimbatore,Chennai,Kolkata,Pune,Jaipur,Indore

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Education- An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Location- Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Rajkot, Kolkata,Bengaluru, Chennai,Hyderabad,Coimbatore,Kochi, Vadodra, Delhi, Trivendrum, Pune.

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products Candidate Profile : 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward Locations : Kolkata,Mumbai,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore, Trivendrum , Vadodra, Delhi, NCR

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives). Location - , Telangana, Delhi, Trivendrum, Vadodara, Hyderabad,Kolkata, Ahmedabad, Kochi,Coimbatore,Pune,Indore.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 8) Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore

Hiring for Below Role Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Complaints Manager Virtual Relationship manager Personal Banker on Call Call 9082104424 Sanika hyflyhr9@gmail.com www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in Perks and benefits Bank Payroll Bonus Many more

VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products skills : - Pvt. Client Group, PCG, PCG - Advisory, Stock Broking , Equity TradingDealing , Share Trading Dealing, Wealth Management Location : - Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,DELHI, Telangana, Vadodra

Existing Relationship Manager - Wealth Management/ Pvt Banker, Having AUM of Rs. 50 Cr to Rs.200 Cr , Minimum 7 Years of experience. Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products Locations : Kolkata,Mumbai,Ahmedabad,Chandigarh,Bengaluru,Hyderabad,Coimbatore,Chennai,Pune,Jaipur,Indore, Vadodra, Delhi, NCR, , Kerala

Cluster Manager - Stock Broking & Investment Products Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee,Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai,Delhi, Telangana, Vadodra, Trivendrum

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

1) Trading / Dealing in Shares/Stocks/ Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Update clients for orders and trade on the recorded line. 4) Maintain active clients as per the defined norms. 5) Activate dormant clients. 6) Ensure resolution of clients query. 7) Maintain records of business on internal software. 8) Liaison with branches for revenue generation and query resolution. 9) Follow guidelines of Risk management and Settlement. 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clients through networking, database, market intelligence and references from existing clients, with minimum investment potention > Rs.25 Lac. Location - Vadodra, Delhi/ NCR,Chennai,Kolkata,Pune, Jaipur, Ahmedabad,Surat,Chandigarh.

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location:Vadodra, Delhi, Trivendrum, Pune,Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Kochi

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients Exp.- 1) 5 - Years in a Commodity broking firm 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location- Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi, Mumbai, Calicut, Trivendrum, GOA, Delhi