Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities Engage and Inform : Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. Primary Point of Contact : Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. Monitor Performance : Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally : Work closely with internal teams to align product offerings with client needs and organizational goals. Job Types: Full-time, Permanent Pay: ₹13,622.18 - ₹61,529.97 per month Language: English (Required) Work Location: In person Speak with the employer +91 9145455734
Job Requirements Communication Skills : Excellent verbal and written communication skills in both English and Hindi. Eagerness to Learn : Demonstrated willingness to learn and adapt in a dynamic environment. Financial Knowledge : Basic understanding of financial products and concepts. Sales Experience : Prior experience in selling financial products such as insurance or mutual funds (advantageous). Educational Background : Bachelor’s degree in Finance is preferred. Job Types: Full-time, Permanent Pay: ₹16,683.89 - ₹24,415.63 per month Benefits: Health insurance Provident Fund Language: English (Required) Work Location: In person
Key Responsibilities Primary point of contact for clients : Address inquiries related to equity trading, account management, and market trends. Client navigation support : Assist clients in navigating our trading platform and clarify operational queries. Timely information provision : Provide accurate information on equity products, services, and market updates. Issue resolution : Resolve client issues efficiently, escalating complex cases to the appropriate department when necessary. Knowledge maintenance : Maintain updated knowledge of market developments and firm policies to provide informed support. Cross-team collaboration : Collaborate with internal teams to enhance client experience and improve service delivery. Follow-up and satisfaction : Conduct follow-ups with clients to ensure satisfaction and resolve any outstanding issues. Job Types: Full-time, Permanent, Fresher Pay: ₹8,260.71 - ₹20,566.69 per month Benefits: Health insurance Provident Fund Language: Hindi (Preferred) English (Required) Work Location: In person
1. Trade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyze market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with clients to discuss market conditions, trading strategies, and provide updates on portfolio performance. 4. Cross-Selling: Identify and promote third-party financial products and services to clients, enhancing their investment portfolios and meeting their broader financial needs. 5. Risk Management: Monitor and manage the risks associated with equity trading, implementing risk mitigation strategies as necessary. 6. Record Keeping: Maintain accurate and detailed records of all transactions, ensuring compliance with internal policies and external regulations. Job Type: Full-time Pay: ₹11,112.70 - ₹29,437.73 per month Benefits: Health insurance Provident Fund Work Location: In person
Designation: Sales & Soft Skills Trainer (BFSI – Broking/Insurance) Location: Mumbai Exeperience : 5+ years Budget: Upto 7LPA max About Choice Connect: Choice Connect, part of Choice International, is a pioneering platform enabling distributors to sell financial products efficiently. Our ecosystem includes a diverse range of distributors—individuals, B2C companies, influencers, and DSAs—who distribute products like Demat accounts, credit cards, savings accounts, insurance, and mutual funds. In addition to connecting sellers with products, we provide comprehensive training to partners and their teams, empowering them with knowledge and tools for success. About the Role: We are looking for a highly skilled Sales & Soft Skills Trainer with experience in the BFSI sector, specifically from stock broking, insurance, or wealth management companies. The ideal candidate will help enhance the sales effectiveness, client engagement, and communication skills of our business development and relationship management teams. This role is key to ensuring our teams are confident, professional, and equipped to drive business growth in a competitive financial services environment. Key Responsibilities: Training & Development: Design and deliver training programs on sales techniques, client relationship management, negotiation, communication, and soft skills specifically tailored for broking or insurance professionals. Develop real-world scenarios, role-plays, and case studies from stock broking, insurance, and wealth management contexts to make training practical and impactful. Conduct regular workshops, interactive sessions, and one-on-one coaching for both new hires and experienced staff. Continuously update training materials to reflect market trends, regulatory changes, and product updates in the BFSI sector. Sales & Business Development Training: Build programs to enhance skills in lead generation, client acquisition, upselling/cross-selling, and consultative selling within broking or insurance operations. Coach teams on effective communication, emotional intelligence, client handling, and objection management. Track and measure training effectiveness using performance metrics, client feedback, and sales outcomes. Content Creation & Program Management: Collaborate with business heads and subject matter experts to identify training needs and design content relevant to broking or insurance operations. Use multiple training methodologies: in-person workshops, e-learning, webinars, and experiential activities. Manage the end-to-end training lifecycle, from needs analysis to post-training evaluation. Knowledge & Expertise: Stay updated on broking markets, insurance products, and wealth management solutions. Act as a mentor and coach, providing ongoing guidance to improve sales performance and client servicing. Translate technical knowledge of financial products into practical client-facing skills for sales teams. Required Qualifications & Skills: Experience: 5 – 9 years in sales/soft skills training within broking, insurance, or BFSI companies. Experience in stock broking or insurance sales teams is highly preferred. Education: Graduate or Post-graduate degree in Finance, Business Administration, Commerce, HR, or related fields. Training Skills: Proven ability to design and deliver engaging, practical training programs. Excellent presentation, facilitation, and public speaking skills. Sales Acumen: Strong understanding of sales processes, client engagement, and business development strategies in BFSI. Location: Must be based in or willing to relocate to Mumbai. Desired Attributes: High energy and a passion for coaching and developing sales professionals. Excellent interpersonal and communication skills to engage teams effectively. Self-motivated and able to work independently as well as collaboratively. Strong analytical, problem-solving, and mentoring abilities. Job Type: Full-time Pay: ₹35,000.00 - ₹58,000.00 per month Benefits: Health insurance Provident Fund Work Location: In person
Location: Mumbai Company: Choice Equity Broking Private Limited Website: www.choiceindia.com About Us Choice Equity Broking Private Limited is a leading Indian broking firm dedicated to providing innovative and reliable financial solutions. We are committed to delivering exceptional value to our clients through a combination of deep market knowledge, cutting-edge technology, and personalized service. We are looking for dynamic and talented MBA freshers to join our team and grow with us in various capacities. Job Description We are seeking motivated and ambitious MBA freshers who are eager to make an impact in the financial sector. The selected candidates will have the opportunity to work in different roles, including marketing, advisory, and leadership positions, based on their interests and strengths. Roles & Key Responsibilities Marketing Develop and execute marketing strategies to enhance brand visibility and attract new clients. Conduct market research to identify trends, competitors, and opportunities for growth. Create compelling content for digital and traditional marketing channels. Collaborate with cross-functional teams to design and implement marketing campaigns. Analyze marketing performance metrics and provide insights for continuous improvement. Advisory Provide investment advice and financial planning services to clients. Conduct thorough research and analysis to support investment recommendations. Build and maintain strong relationships with clients , understanding their financial goals and risk tolerance. Stay updated with market trends, economic indicators, and regulatory changes. Assist clients in developing diversified investment portfolios. Leadership Work closely with senior leaders to understand the strategic direction of the company. Contribute to the development and implementation of business strategies. Take on leadership roles in projects and initiatives , driving them to successful completion. Contribute to a collaborative and high-performance culture. Qualifications MBA degree from a reputed institution. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in Microsoft Office Suite and familiarity with digital marketing tools. Demonstrated leadership potential and a proactive attitude. Ability to work effectively in a fast-paced and dynamic environment. What We Offer Competitive salary and performance-based incentives. Comprehensive training and professional development opportunities. Exposure to various facets of the broking industry. A supportive and inclusive work culture that values diversity and innovation. Opportunities for career advancement and growth within the company. Job Type: Full-time Pay: ₹9,235.76 - ₹56,552.73 per month Benefits: Health insurance Provident Fund Work Location: In person
Location: Mumbai Company: Choice Equity Broking Private Limited Website: www.choiceindia.com About Us Choice Equity Broking Private Limited is a leading Indian broking firm dedicated to providing innovative and reliable financial solutions. We are committed to delivering exceptional value to our clients through a combination of deep market knowledge, cutting-edge technology, and personalized service. We are looking for dynamic and talented MBA freshers to join our team and grow with us in various capacities. Job Description We are seeking motivated and ambitious MBA freshers who are eager to make an impact in the financial sector. The selected candidates will have the opportunity to work in different roles, including marketing, advisory, and leadership positions, based on their interests and strengths. Roles & Key Responsibilities Marketing Develop and execute marketing strategies to enhance brand visibility and attract new clients. Conduct market research to identify trends, competitors, and opportunities for growth. Create compelling content for digital and traditional marketing channels. Collaborate with cross-functional teams to design and implement marketing campaigns. Analyze marketing performance metrics and provide insights for continuous improvement. Advisory Provide investment advice and financial planning services to clients. Conduct thorough research and analysis to support investment recommendations. Build and maintain strong relationships with clients , understanding their financial goals and risk tolerance. Stay updated with market trends, economic indicators, and regulatory changes. Assist clients in developing diversified investment portfolios. Leadership Work closely with senior leaders to understand the strategic direction of the company. Contribute to the development and implementation of business strategies. Take on leadership roles in projects and initiatives , driving them to successful completion. Contribute to a collaborative and high-performance culture. Qualifications MBA degree from a reputed institution. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in Microsoft Office Suite and familiarity with digital marketing tools. Demonstrated leadership potential and a proactive attitude. Ability to work effectively in a fast-paced and dynamic environment. What We Offer Competitive salary and performance-based incentives. Comprehensive training and professional development opportunities. Exposure to various facets of the broking industry. A supportive and inclusive work culture that values diversity and innovation. Opportunities for career advancement and growth within the company. Job Type: Full-time Pay: ₹9,235.76 - ₹56,552.73 per month Benefits: Health insurance Provident Fund Work Location: In person
Overview The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong understanding of market dynamics, excellent analytical skills, and the ability to work under pressure in a fast-paced environment. Key Responsibilities Trade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MiFID II trading regulations. Market Analysis: Analyze market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. Client Communication: Maintain regular contact with clients to discuss market conditions, trading strategies, and provide updates on portfolio performance. Cross-Selling: Identify and promote third-party financial products and services to clients, enhancing their investment portfolios and meeting their broader financial needs. Risk Management: Monitor and manage the risks associated with equity trading, implementing risk mitigation strategies as necessary. Record Keeping: Maintain accurate and detailed records of all transactions, ensuring compliance with internal policies and external regulations. Technology Utilization: Utilize trading platforms and financial software to execute trades and analyze market data effectively. Qualifications Bachelor’s degree in Finance, Economics, or a related field. At least 2 years of experience in equity trading or a similar role. Strong understanding of equity markets, trading strategies, and financial instruments. Excellent numerical and analytical skills, with proficiency in technical analysis. Ability to thrive under pressure and make rapid decisions. Skills Proficient in financial modeling and analysis tools. Exceptional communication and interpersonal skills. Strong attention to detail and organizational abilities. Familiarity with trading regulations and compliance standards. NISM Series VIII (Equity Derivatives Certification) is required. Job Type: Full-time Pay: ₹161,258.36 - ₹453,947.51 per year Benefits: Health insurance Provident Fund Work Location: In person