18 Client Activation Jobs

Hi, SBI Securities is hiring for Quality Analyst Role in Pune & Aurangabad. CTC: Upto 5lpa Designation: Quality Analyst Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Interested candidate can share cv at tulsi.karki@sbicapsec.com . Thanks, Tulsi- HR 8290141000 SBI Securities

Role & responsibilities 1. Client Activation via Online Channels 1) Drive the activation of new clients through online platforms, ensuring a seamless on boarding experience. 2) Engage with clients effectively to guide them through the activation process, aiming to exceed defined activation targets. 2. Cross-Sell of Online Financial Products 1) Promote and cross-sell a diverse range of online financial products, including Mutual Fund SIPs, Bonds, and Smart Edge, to enhance client portfolios. 2) Understand client needs and recommend suitable products beyond equities to drive broader engagement and revenue. 3. Talk Hours Management 1) Maintain an average of 4 hours of talk time per day, engaging clients effectively to increase activation and product uptake. 2) Utilize talk hours to build strong client relationships, addressing queries, and encouraging product adoption. 4. Target Activation Percentage Achievement 1) Achieve the activation percentage as defined in Key Result Areas (KRAs), meeting or exceeding monthly and quarterly targets. 2) Regularly monitor progress against activation targets and implement strategies to close any gaps. Preferred candidate profile 1) Experience in client activation or a customer service role, preferably within financial services or online product activation. 2) Strong communication skills with a client-focused approach to service. 3) Ability to meet daily talk-time targets and effectively cross-sell multiple online financial products. 4) Knowledge of investment products like mutual funds, bonds, and equity markets is a plus

Dear Applicant, We are hiring Quality Analyst for our Hyderabad branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at revathy.1@sbicapsec.com Thanks & Regards, Revathy S Human Capital 9025429493

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Lucknow/ Kanpur branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Jodhpur and Udaipur(Rajasthan) branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sakina.chowdhury@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 9831186780

We are looking for Quality Analyst for our Retail Sales channel Reporting to: Regional Quality Manager Reportees : Individual role Key Deliverables / Accountabilities : • Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets • Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required A. Good spoken and written communication and B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. If interested kindly share your resume to 9666028640.

Generate brokerage from mapped clients, sell mutual fund and other products, acquire new clients, Brokerage generation, Client activation, client up gradation, Reactivation, Cross selling of all products, Required Candidate profile 1 Yrs. of minimum sales experience (Refer JD) NISM Certificate mandatory

Hi, SBI Securities is hiring for Quality Analyst Role in Udaipur & Jodhpur. CTC: Upto 5lpa Designation: Quality Analyst Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Interested candidate can share cv at tulsi.karki@sbicapsec.com or whatsapp on my no. Please call between 10-5pm mon. to fri. Thanks, Tulsi- HR 8290141000 SBI Securities

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, 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 : - Calicut, Trivendrum, GOA, Delhi, Chennai,Hyderabad,Kolkata,Kochi,Mumbai

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, Candidate Profile 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. _

Hi, Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Udaipur & Jodhpur CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Preferred candidate profile A. Graduation / MBA in any stream with 1- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory Interested candidate can mail/whatsapp cv at tulsi.karki@sbicapsec.com/ 8290141000. Call between 11am-5pm mon. fri. Tulsi Karki- HR SBI Capital Securities

Walkin Details: Venue : Angel One Ltd Osman Plaza, 6-3-352, 5th Floor, Road-1, Banjara Hills, Hyderabad, Telangana 500001 Date 5th and 6th June Time 11 am - 4 pm About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Premium Relationship Manager Location: Hyderabad What you will do: - Behavioral Analytics & Insights: Analyze client behavior patterns to identify retention risks and opportunities. - Strategic Client Engagement: Establish proactive communication with top clients and assigned franchises to enhance relationships. - Retention Strategy Execution: Develop and implement retention frameworks, including tailored action plans for high-value client retention. - Stakeholder Collaboration: Coordinate with sales, operations, finance, and marketing teams to align retention efforts with overall business objectives. - Issue Resolution & Risk Mitigation: Conduct client feedback assessments, identify concerns, and design strategies to improve satisfaction levels. - Revenue Growth Initiatives: Implement programs to increase client activation, enhance loyalty, and drive revenue growth. - Performance Monitoring: Utilize data-driven metrics to measure retention effectiveness and improve engagement strategies - Cross sell of multiple products - Flexible to travel and meet impacted clients Success Metrics: - Improved retention rates of top clients. - Increased client activation and engagement. - Measurable revenue increments from top 5% clients. - Enhanced client satisfaction and long-term loyalty. Who you are: Minimum 2 years of experience in the broking/financial markets industry. Good quantitative and analytical skills. Excellent oral and written communication skills. Customer service and relationship management expertise. Good knowledge of financial markets. Comfortable working in a target-oriented environment. Fluency in Hindi, English and additional proficiency in the local language would be an advantage. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Delhi NCR/NOIDA/GURGAON CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Preferred candidate profile A. Graduation / MBA in any stream with 1- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory Interested candidate can mail sudhir.singh @sbicapsec.com . Sudhir Singh- HR SBI Capital Securities

Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Udaipur & Jodhpur CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Preferred candidate profile A. Graduation / MBA in any stream with 1- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory Interested candidate can mail tulsi.karki@sbicapsec.com or call bet. 11-5pm from mon. to fri. Tulsi- HR 8290141000 SBI Capital Securities

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location- Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Ahemdabad, Delhi, NCR Exp.- Minimum 5 year in Stock Broking Channel handling Commodity Trading and Channel Management through Partners / Franchisees

We are looking for Quality Analyst for our Retail Sales channel Reporting to: Zonal Quality Manager Reportees : Individual role Key Deliverables / Accountabilities : • Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets • Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required A. Good spoken and written communication and B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. If interested kindly share your resume to 9666028640.