34 Client Activation Jobs

We Hiring for Client Acquisition Role (Looking for Freshers ) in AMC Company Location -Airoli Navi Mumbai CTC- 2.6 Lpa Core Responsibilities To connect with the prospects / clients via Online leads and convert the same to customer Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / trading account. Explain the product to client and solve any quires for opening the Demat Account Ensuring the process laid by business is followed for opening the account Update the data base / lead management system to ensure proper reporting of work Achieve the assigned targets for client acquisition Intrested candidate can share your updated CV on this whats a...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Urgent Hiring for Telecaller ( Client Acquisition ) (Looking for Freshers ) Profile in AMC Location -Airoli Navi Mumbai CTC- 2.6 Lpa Core Responsibilities To connect with the prospects / clients via Online leads and convert the same to customer Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / trading account. Explain the product to client and solve any quires for opening the Demat Account Ensuring the process laid by business is followed for opening the account Update the data base / lead management system to ensure proper reporting of work Achieve the assigned targets for client acquisition Intrested candidate can share your updated CV o...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Role & responsibilities Job Location - Gurugram The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities. Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition. Cli...

Role Overview: As a team leader, you will be responsible for leading, managing, and motivating a team of Virtual Relationship Managers to achieve revenue growth and client activation goals for various stock market products. You will set clear performance targets, develop coaching programs, and foster a collaborative culture to ensure high morale and productivity within the team. Key Responsibilities: - Lead, manage, and motivate a team of Virtual Relationship Managers to achieve revenue growth and client activation goals for stock market products. - Set clear performance targets, conduct regular performance reviews, and ensure alignment with overall digital revenue growth objectives. - Devel...

Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote stock market products and grow digital revenue through virtual channels. You will be responsible for setting team goals, creating revenue strategies, and ensuring optimal performance through client activation, revenue generation and client retention strategies. You will play a key role in scaling digital revenue, optimizing customer journeys for activations, and providing leadership to ensure that the team meets both individual and team-wide targets. Key Responsibilities: 1) Lead a High Impact Team: Lead, manage, and motivate a team of Virtual Relationship Managers to ac...

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...

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 - Ye...

Greetings for the day!! ICICI Securities is hiring for Equity Relationship Manager- Online Activation Group role for Bangalore and Kolkata location. If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Equity Relationship Manager- Online Activation Group Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account. To re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading. To provide full demo of the website with all research calls while activating these non-trading and stop traded clients. To cross sell other products of the company to increase revenues whi...

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 - Ye...

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 tar...

Dear Applicant, We are hiring Quality Analyst for North India. Interested candidates may go through the job description and other details. Job Description: Department: Retail Sales Designation: Client Activation 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...

Role & responsibilities Role Overview We are seeking a passionate, client-focused leader to head our Customer Success function for a a technology-driven healthcare organization . In this role, you will act as the primary advocate and strategic advisor for our enterprise clients, ensuring they achieve their business objectives through our health-tech platform. This position is pivotal in driving smooth onboarding , high user engagement, and 100% contract renewals by building trusted partnerships with mid- to senior-level client stakeholders. The ideal candidate comes from healthcare or adjacent sectors (insurance, wellness, corporate benefits) and brings enterprise-level account management ex...

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...

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...

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, engagin...

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 ga...

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 Chec...

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 tar...

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 Ch...

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...

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 ...

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