Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.
Position Overview We are seeking a highly motivated and skilled Equity Dealer to join our dynamic team in Navi Mumbai, Mumbai City . As an Equity Dealer, you will play a crucial role in managing and executing trades in the stock market, providing equity advisory services, and ensuring optimal investment strategies for our clients. This is a full-time position with a competitive annual salary of 5,00,000 . We are looking to fill 10 positions for this role, and we invite candidates with a passion for the financial markets and a strong background in dealing to apply. Key Responsibilities Execute buy and sell orders for equities and equity derivatives on behalf of clients. Provide expert equity advisory services to clients, helping them make informed investment decisions. Monitor market trends and analyze securities to identify profitable trading opportunities. Maintain up-to-date knowledge of stock market regulations and compliance requirements. Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Collaborate with other team members to enhance trading strategies and improve overall performance. Utilize NISM certifications to ensure adherence to industry standards and best practices. Prepare and present market reports and investment recommendations to clients and management. Qualifications The ideal candidate will possess the following qualifications: A minimum of 3 to 8 years of relevant work experience in equity dealing or a similar role. Strong knowledge of the stock market, securities, and equity derivatives. Proven experience in providing equity advisory services and managing client portfolios. Valid NISM certification is highly desirable. Excellent analytical and problem-solving skills, with the ability to make quick decisions under pressure. Strong communication and interpersonal skills to effectively interact with clients and team members. Ability to work in a fast-paced environment and adapt to changing market conditions. Proficient in using trading platforms and financial software. If you are a driven professional looking to advance your career in equity dealing and contribute to a thriving financial services firm, we encourage you to apply. Join us in shaping the future of investment and trading in the stock market!
Position Overview We are seeking a motivated and skilled Gold Loan-Relationship Officer to join our dynamic team. This full-time position offers an exciting opportunity to work in the financial services sector, focusing on gold loans. The ideal candidate will possess a strong understanding of gold valuation and sales, along with a passion for building and maintaining client relationships. With a competitive annual salary of 3,00,000 , this role is perfect for individuals looking to advance their careers in a rewarding environment. Key Responsibilities Evaluate and assess the value of gold items presented by clients for loan purposes. Develop and maintain strong relationships with clients to ensure their needs are met and to promote customer loyalty. Conduct sales activities to promote gold loan products and services, achieving monthly sales targets. Provide clients with accurate information regarding loan terms, interest rates, and repayment options. Assist clients in completing loan applications and ensure all necessary documentation is collected. Stay updated on market trends and competitor offerings to effectively position our gold loan products. Collaborate with team members to enhance service delivery and improve customer satisfaction. Participate in training and development programs to enhance skills and knowledge in gold valuation and sales techniques. Qualifications The ideal candidate will possess the following qualifications: Minimum of 1 to 6 years of relevant work experience in sales or financial services, preferably in gold loans. Strong knowledge of gold valuation and the gold loan market. Excellent communication and interpersonal skills to effectively engage with clients. Proven track record of achieving sales targets and driving business growth. Ability to work independently and as part of a team in a fast-paced environment. Strong analytical skills and attention to detail. Willingness to work on-site in locations such as Meerut, Noida, Delhi, and other areas in Madhya Pradesh . If you are a driven individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients through our gold loan services. We look forward to welcoming you to our team!
Position Overview We are seeking a dynamic and results-driven Relationship Manager / Wealth Manager to join our esteemed organization. This role is pivotal in managing and enhancing client relationships while providing expert guidance on wealth management solutions. The ideal candidate will possess a strong background in financial services, particularly in high-net-worth individual (HNI) sales and investment strategies. With an annual salary of 6,00,000, this full-time position offers an exciting opportunity to work in a collaborative environment across multiple locations including Lucknow, Mumbai City, Delhi, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and objectives. Provide tailored investment advice and wealth management solutions, including mutual funds, securities, and share market investments. Conduct regular portfolio reviews and performance analysis to ensure alignment with clients' financial aspirations. Identify and acquire new HNI clients through effective networking and sales strategies. Stay updated on market trends and investment opportunities to provide informed recommendations to clients. Collaborate with internal teams to deliver comprehensive financial services and solutions. Ensure compliance with regulatory requirements and company policies in all client interactions. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in wealth management or financial services. Proven track record in HNI sales and client acquisition. Strong knowledge of investment products, including PMS, mutual funds, and securities. Excellent communication and interpersonal skills to build rapport with clients. Ability to analyze financial data and market trends to make informed investment decisions. Strong organizational skills and attention to detail. Willingness to work on-site in a day schedule. If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career in wealth management, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients while advancing your career in a supportive and growth-oriented environment. We have 10 positions open for this role, and we look forward to welcoming talented individuals to our team.
Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with high-net-worth individuals (HNI) and driving sales in investment products. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 8,00,000 , this full-time position offers an exciting opportunity to work in a vibrant environment across multiple locations including Ahmedabad, Mumbai City, Pune, and Delhi . Key Responsibilities Develop and maintain strong relationships with HNI clients to understand their investment needs and objectives. Provide expert advice on various investment products including mutual funds, stocks, and securities. Conduct market research to identify new opportunities for HNI acquisition and sales. Manage client portfolios and ensure optimal performance through regular reviews and adjustments. Collaborate with internal teams to deliver tailored financial solutions that meet client expectations. Stay updated on market trends and regulatory changes to provide informed guidance to clients. Achieve sales targets and contribute to the overall growth of the organization. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of experience in relationship management, preferably in the financial services sector. Strong knowledge of investment products including demat accounts, mutual funds, stock broking, and the share market . Proven track record in HNI acquisition and sales. Excellent communication and interpersonal skills to build rapport with clients. Ability to work independently and as part of a team in a fast-paced environment. Strong analytical skills and attention to detail. Relevant certifications in finance or investment will be an added advantage. This is a fantastic opportunity for motivated individuals looking to advance their careers in the financial sector. If you are passionate about building relationships and helping clients navigate their investment journeys, we encourage you to apply. Join us in making a difference in the lives of our clients while achieving your professional goals!
Position Overview We are seeking dynamic and motivated individuals to join our team as Telecallers / Officers / Consultants. This is an exciting opportunity for those looking to build a career in sales and customer service within the financial sector. As a Telecaller, you will play a crucial role in driving our outbound sales efforts, engaging with potential clients, and promoting our range of loan products including home loans, personal loans, and business loans. With a competitive annual salary of 4,00,000 and a supportive work environment, this position is ideal for candidates who are eager to learn and grow. Key Responsibilities Conduct outbound calls to potential customers to promote our loan products. Engage with clients to understand their financial needs and provide tailored solutions. Maintain accurate records of customer interactions and sales activities. Achieve monthly sales targets and contribute to the overall success of the team. Provide exceptional customer service and support throughout the sales process. Stay updated on industry trends and product knowledge to effectively communicate with clients. Collaborate with team members to share best practices and improve sales strategies. Qualifications We welcome candidates with a passion for sales and a desire to excel in a fast-paced environment. The ideal candidate will possess the following qualifications: 0 to 4 years of relevant work experience in outbound sales or telecalling. Strong communication and interpersonal skills. Ability to build rapport with clients and understand their financial needs. Familiarity with loan products such as home loans, personal loans, and business loans is a plus. Proficient in using CRM software and other sales tools. Self-motivated with a results-driven approach. Willingness to work on-site in Ghaziabad, Gurugram, Noida, or Delhi. This is a full-time position with a day schedule, offering a total of 10 openings for enthusiastic candidates ready to take the next step in their careers. If you are looking for a rewarding opportunity to develop your skills in sales and customer service, we encourage you to apply and join our team!
Job Title: Team Manager / Branch Manager Position Overview We are seeking a dynamic and experienced Team Manager / Branch Manager to lead our operations in Delhi. This is an exciting opportunity for a professional with a strong background in financial services, particularly in mutual funds, securities, and broking. The ideal candidate will possess a proven track record in managing teams and driving sales, particularly in high-net-worth individual (HNI) acquisition and B2B/B2C environments. With an annual salary of 16,00,000, this full-time position offers a chance to make a significant impact in a growing organization. Key Responsibilities Lead and manage the branch operations, ensuring compliance with company policies and regulatory requirements. Develop and implement effective sales strategies to drive HNI sales and acquisition. Oversee team management, providing guidance, training, and support to enhance team performance. Foster strong relationships with clients, ensuring high levels of customer satisfaction and retention. Monitor market trends and competitor activities to identify opportunities for growth. Prepare and present regular reports on branch performance, sales targets, and team achievements to senior management. Collaborate with other departments to ensure seamless service delivery and operational efficiency. Conduct regular performance reviews and implement improvement plans as necessary. Qualifications The ideal candidate will possess the following qualifications: A minimum of 5 to 10 years of relevant work experience in branch management or a similar role within the financial services industry. Strong knowledge of mutual funds, securities, and broking. Proven experience in HNI sales and acquisition, with a solid understanding of B2B and B2C sales processes. Exceptional leadership and team management skills, with the ability to motivate and inspire a diverse team. Excellent communication and interpersonal skills, with a customer-centric approach. Strong analytical and problem-solving abilities, with a keen eye for detail. Ability to work in a fast-paced environment and adapt to changing business needs. This position is based in Delhi and requires on-site work during the day. We are looking to fill 10 positions, so if you are a driven and results-oriented professional looking to take the next step in your career, we encourage you to apply. Join us in shaping the future of financial services and making a difference in the lives of our clients. We look forward to receiving your application!
Position Overview We are seeking enthusiastic and motivated individuals to join our team as Freshers - Loan Consultants. This is an exciting opportunity for those looking to kickstart their career in the financial services industry. As a Loan Consultant, you will play a crucial role in assisting clients with their loan needs, providing expert advice, and facilitating the loan application process. With a competitive annual salary of 2,00,000 and a dynamic work environment in Gurugram, Noida, and Delhi, this position is perfect for fresh graduates or individuals with up to 2 years of experience. Key Responsibilities Engage with potential clients through outbound calling to understand their loan requirements. Provide advisory services on various loan products including home loans, personal loans, business loans, and loan against property (LAP). Assist clients in completing loan applications and ensure all necessary documentation is collected. Maintain a thorough understanding of the loan products offered and stay updated on market trends. Achieve sales targets by effectively promoting loan products and services. Build and maintain strong relationships with clients to ensure repeat business and referrals. Collaborate with team members to enhance sales strategies and improve customer service. Qualifications The ideal candidate will possess the following qualifications: Fresh graduates or candidates with up to 2 years of experience in sales or customer service. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and handle multiple tasks efficiently. Basic understanding of loan products and financial services is a plus. Proficiency in using computers and basic software applications. Willingness to learn and adapt to new challenges. This is a full-time position with a day schedule, and the work mode is on-site. We have 10 positions available, and we encourage all interested candidates to apply. Join us in helping individuals achieve their financial goals and make a significant impact in the loan consulting industry!