Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A Bachelor’s degree in Finance is preferred. Job Type: Full-time Pay: ₹255,748.49 - ₹896,221.48 per year Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Language: English (Preferred) Work Location: In person Speak with the employer +91 9145455734
Key Responsibilities: Make outbound calls to prospective and existing HNI & Ultra-HNI clients. Explain and promote financial products such as Mutual Funds, SIPs, PMS, and AIFs. Understand clients’ investment needs and recommend suitable solutions. Schedule meetings and follow-ups for Relationship Managers and Investment Advisors. Maintain accurate and updated records of all client interactions in CRM systems. Build and nurture strong rapport with clients to foster long-term engagement and investment. Job Type: Full-time Pay: ₹8,826.48 - ₹25,958.53 per month Benefits: Provident Fund Schedule: Day shift Language: Hindi (Preferred) English (Preferred) Work Location: In person
As a Market Analyst, your primary responsibility will be to conduct in-depth analysis of historical and real-time price data across various asset classes such as equities, indices, and commodities. By utilizing technical indicators and analytical tools, you will identify trends and trading opportunities to support informed decision-making. You will be tasked with preparing detailed research reports that outline technical outlooks, forecast short-term and long-term market movements, and highlight potential investment opportunities. Your ability to provide sound investment advice and strategic stock selections to clients and internal teams will be crucial in supporting portfolio management and trading decisions. In addition, you will be responsible for generating and communicating intraday trading ideas based on technical research. It will be essential to ensure timely execution and optimal risk management in this process. Effective client communication is also a key aspect of this role, as you will need to convey market insights, research findings, and technical analysis updates to clients, offering educational insights as required. A strong understanding of inter-market relationships and macroeconomic factors influencing various asset classes will be necessary to interpret market signals effectively. Staying updated on emerging technical analysis techniques, market trends, and global economic developments will be essential to enhance your analytical capabilities. Collaboration will be a key component of this role, as you will work closely with fund managers, sales teams, and other stakeholders to implement effective investment strategies and support trading activities. You will also be expected to demonstrate proficiency in drafting clear, concise, and insightful technical reports for internal use and clients. Applying statistical tools and analytical methods to interpret data, identify patterns, and reinforce research findings will be part of your daily tasks. This full-time position offers benefits such as Provident Fund, and the work schedule is during day shifts at the designated in-person work location.,
Position : Part-Time Financial Associate Industry : Financial Services / Equity Accounts Location : Remote (Work from Home) Schedule : Flexible (Part-Time) Compensation : Performance-based, with potential for incentives About the Role : We are seeking motivated individuals to join our team as part-time financial associates. This role focuses on assisting clients with equity account opening and offering basic financial guidance . It's ideal for students, homemakers, retirees, or professionals looking to earn additional income from the comfort of their home. Job Types: Full-time, Freelance Contract length: 2 months Pay: ₹10,298.64 - ₹15,000.00 per month Supplemental Pay: Commission pay
Position : Part-Time Financial Associate Industry : Financial Services / Equity Accounts Location : Remote (Work from Home) Schedule : Flexible (Part-Time) Compensation : Performance-based, with potential for incentives About the Role : We are seeking motivated individuals to join our team as part-time financial associates. This role focuses on assisting clients with equity account opening and offering basic financial guidance . It's ideal for students, homemakers, retirees, or professionals looking to earn additional income from the comfort of their home. Job Types: Full-time, Freelance Contract length: 2 months Pay: ₹10,298.64 - ₹15,000.00 per month Supplemental Pay: Commission pay
Key Responsibilities: Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: Communication Skills: Excellent verbal and written communication skills in both English and Hindi. Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. Financial Knowledge: A basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. Educational Background: A Bachelor’s degree in Finance is preferred. Job Type: Full-time Pay: ₹183,397.60 - ₹835,424.29 per year Language: English (Preferred) Work Location: In person Speak with the employer +91 9145455734
Remote / Work from Home Full-time or Part-time options available Performance-based incentives Job Description: We are looking for dynamic and self-motivated individuals to assist in opening equity/demat accounts for a reputed stock broking firm. Ideal for candidates who are goal-oriented and have good communication skills. Key Responsibilities: Reach out to potential leads (provided or sourced) Assist clients with the equity/demat account opening process Ensure proper KYC document collection and verification Follow up until account activation Maintain records of conversions Requirements: Smartphone or computer with internet access Job Types: Full-time, Part-time, Freelance Contract length: 2 months Pay: ₹8,000.00 - ₹15,000.00 per month Supplemental Pay: Commission pay
Remote / Work from Home Full-time or Part-time options available Performance-based incentives Job Description: We are looking for dynamic and self-motivated individuals to assist in opening equity/demat accounts for a reputed stock broking firm. Ideal for candidates who are goal-oriented and have good communication skills. Key Responsibilities: Reach out to potential leads (provided or sourced) Assist clients with the equity/demat account opening process Ensure proper KYC document collection and verification Follow up until account activation Maintain records of conversions Requirements: Smartphone or computer with internet access Job Types: Full-time, Part-time, Freelance Contract length: 2 months Pay: ₹8,000.00 - ₹15,000.00 per month Supplemental Pay: Commission pay
As a member of our team, your primary responsibility will be to coordinate with bankers in order to address MIS-related queries and resolve any loan case issues that may arise. You will also be required to collaborate closely with our business partners and sales teams to ensure the timely processing and follow-up of loan applications until a final decision is reached. Additionally, you will play a key role in maintaining and updating the bank's MIS on a regular basis, ensuring that all data entry on relevant portals is accurate and up-to-date. To excel in this role, you should possess excellent communication and coordination skills, along with a basic understanding of MS Excel and data entry processes. Being able to handle multiple tasks simultaneously and thrive in a team-oriented environment will also be crucial to your success in this position. This is a full-time position with benefits including Provident Fund. The work location for this role is in person, providing you with the opportunity to collaborate closely with your colleagues and stakeholders to achieve our common goals.,
Key Responsibilities Content Strategy & Planning : develop a cohesive, multi-channel calendar (Instagram, Facebook, X/Twitter, LinkedIn, TikTok, YouTube) aligned with brand goals. Content Execution : schedule and publish content; manage asset production timelines; maintain brand consistency. Community Management : monitor channels, respond to comments/messages in a timely, brand-voice manner; foster a positive community; engage influencers and partners. Campaign Management Support : assist with paid social campaigns; monitor spend and ROAS; optimize creatives and audiences. Brand Voice & Compliance : uphold consistent voice and visual identity; ensure platform policy and privacy compliance. Continuous Improvement : stay updated on platform updates and trends; propose innovative ideas for growth and engagement. Job Types: Full-time, Permanent Pay: ₹10,321.49 - ₹25,815.07 per month 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 Types: Full-time, Permanent Pay: ₹11,112.70 - ₹29,437.73 per month Benefits: Health insurance Provident Fund 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 Types: Full-time, Permanent Pay: ₹11,112.70 - ₹29,437.73 per month Benefits: Health insurance Provident Fund Work Location: In person
Key Responsibilities1. Query Management & Resolution Receive and log all queries, requests, and escalations from branches. Route queries to the relevant HO departments for resolution. Track the status of all open queries to ensure timely closure. Follow up with departments to meet agreed turnaround times (TAT). 2. Interdepartmental Coordination Serve as the communication bridge between branches and HO departments (Operations, Accounts, Compliance, IT, HR, etc.). Schedule and coordinate cross-functional discussions when multiple departments are involved in a query. 3. Documentation & Reporting Maintain a structured query tracker with status updates. Prepare and circulate periodic reports on query volumes, resolution times, and common issues to management. Highlight recurring issues for process improvement initiatives. 4. Communication & Support Provide timely updates to branches regarding the status of their queries. Ensure communications are clear, professional, and solution-oriented. 5. Process Improvement Identify bottlenecks and suggest improvements to reduce recurring queries. Assist in creating branch-facing FAQs, process notes, and knowledge-sharing documents. If you want, I can also add: A sample RACI matrix (Responsible, Accountable, Consulted, Informed) to accompany these responsibilities. A simpleQuery Tracker template (columns: Query ID, Branch, Department, Category, Raised Date, Status, SLA/TAT, Owner, Last Updated, Resolution, Remarks). Suggested KPIs (e.g., average TAT, % queries closed within TAT, removal of recurring issues, branch satisfaction score). A quick-start checklist for onboarding new queries. Job Types: Full-time, Permanent Pay: ₹347,097.11 - ₹700,413.13 per year Benefits: Health insurance Provident Fund Language: English (Required) Hindi (Preferred) Work Location: In person Speak with the employer +91 9145455734
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. 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: ₹194,982.99 - ₹398,502.26 per year Benefits: Health insurance Provident Fund Language: English (Required) Work Location: In person
Executing buy and sell orders in the stock market. Monitoring market trends to provide timely investment advice to clients. Managing and reviewing clients’ investment portfolios. Ensuring compliance with market regulations. Maintaining records of all transactions and interactions. Key Requirements and Skills for an Equity Dealer Strong understanding of stock market operations and financial regulations. Excellent analytical and decision-making skills. Proven experience in equity dealing or related financial roles. Effective communication and client service skills. Ability to work under pressure and make quick decision Job Type: Full-time Pay: ₹18,000.00 - ₹40,000.00 per month Benefits: Health insurance Provident Fund Experience: total work: 1 year (Preferred) Work Location: In person
Roles & Responsibilities : - Experience In B2B Sales. - Empanel with distributors to sell the Portfolio Management Schemes. - Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined. - Handling channel and client queries. Strategy Planning : - Achieve set targets through designed strategy. - Keep monitoring & review strategy on ongoing basis. Internal Coordination : - Liaising with senior management to arrive at clear objectives for the department. - Resource planning. - Liaising with investment teams to enable client interaction & information. - Liaising with operations and ensure smooth functioning between department & operations. - Ensure proper compliance with respect to all channel partners - distributors/ clients etc. Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Health insurance Provident Fund Experience: total work: 1 year (Preferred) Work Location: In person
Executing buy and sell orders in the stock market. Monitoring market trends to provide timely investment advice to clients. Managing and reviewing clients’ investment portfolios. Ensuring compliance with market regulations. Maintaining records of all transactions and interactions. Key Requirements and Skills for an Equity Dealer Strong understanding of stock market operations and financial regulations. Excellent analytical and decision-making skills. Proven experience in equity dealing or related financial roles. Effective communication and client service skills. Ability to work under pressure and make quick decision Job Type: Full-time Pay: ₹18,000.00 - ₹40,000.00 per month Benefits: Health insurance Provident Fund Experience: total work: 1 year (Preferred) Work Location: In person
Role Overview: As a Demat Account Sales representative, your role involves cross-selling of Third Party Products (TPP) like Mutual Funds, Insurance, etc. Your primary responsibility will be to drive sales and promote these financial products to customers. Key Responsibilities: - Actively sell Demat Accounts to customers - Cross-sell Third Party Products such as Mutual Funds and Insurance - Provide excellent customer service and address any queries or concerns related to the products - Meet sales targets and contribute towards the revenue generation of the company Qualifications Required: - Prior experience in sales, preferably in the financial sector - Strong communication and interpersonal skills - Knowledge of financial products like Mutual Funds and Insurance - Ability to work in a target-driven environment Please note that this is a full-time position with day shift schedule. The company offers benefits such as health insurance, provident fund, and a performance bonus. Proficiency in English is preferred for this role. The work location is in person, ensuring a collaborative work environment.,