Company Description CONNECT STOCKS FINANCIAL SERVICES PVT LTD is a leading financial services company in India that offers stock broking, investment advisory, and portfolio management services. The company serves both retail and institutional clients with comprehensive investment opportunities and financial strategies. CONNECT STOCKS partners with Bajaj Finserv and Nuvama Wealth leverage their technological infrastructure and robust research capabilities, respectively, ensuring innovative and customer-focused financial solutions. Role Description This is a full-time on-site role for a Relationship Manager located in Nagpur The Relationship Manager will be responsible for managing client relationships, offering investment advice, and providing portfolio management services. Daily tasks include interacting with clients, identifying their financial needs, recommending appropriate financial products and services, and ensuring client satisfaction by maintaining a high level of service. Additionally, the Relationship Manager will work to meet sales targets and provide timely financial reports. Qualifications Strong interpersonal and communication skills Experience in client relationship management and investment advisory Knowledge of financial products and services, including stock broking and portfolio management Ability to conduct market research and provide in-depth financial analysis Proficiency in financial software and trading tools Bachelor’s degree in Finance, Business, or a related field Relevant certifications such as NISM, CFA, or CFP are a plus
Job Title: Data Executive Location: 5th floor, D-Wing, Office No, 16 17, KK Market, Dhankawadi, Pune, Maharashtra 411043 Company: Connect Stocks Financial Services Pvt Ltd Key Responsibilities: Perform accurate and efficient data entry using Excel and AI-powered tools. Manage, clean, and maintain large datasets for business reporting. Ensure data accuracy, consistency, and confidentiality. Use MS Office (Excel, Word, Outlook, PowerPoint) for documentation and reporting. Assist in automating repetitive tasks using Excel formulas or AI tools. Meet daily/weekly targets for data processing and reporting. Requirements: Proficiency in MS Excel with knowledge of formulas, pivot tables, and charts. Familiarity with AI tools for data handling (e.g., ChatGPT, Excel add-ins, AI assistants). Fast and accurate typing speed (minimum 35–40 WPM preferred). Good knowledge of MS Office applications. Attention to detail and a high level of accuracy. Ability to work independently and as part of a team. Preferred Qualifications: Any graduate (BCom, BBA, BSc, etc.) Prior experience in data entry or back-office roles is a plus.
You will be working as a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, a leading financial services company in the Indian market. Your primary responsibility will be to establish and maintain strong relationships with clients, understand their financial requirements, and offer suitable investment advice. This full-time role is based in Nagpur. Your daily tasks will include meeting with clients, recommending appropriate mutual funds and insurance products, addressing client inquiries, and preparing investment reports. It is essential to focus on ensuring customer satisfaction and meeting sales targets. To excel in this role, you should have experience working with Mutual Funds and Insurance products. Skills in Client Relationship Management, Customer Service, and Consultative Sales are crucial. Strong communication, interpersonal, and negotiation abilities are also required. Additionally, knowledge of Financial Markets, Investment Strategies, and Risk Management will be beneficial. A Bachelor's degree in Finance, Business Administration, or a related field is necessary. Holding a certification in Mutual Funds or Insurance will be an added advantage. Previous experience in a financial services role will be helpful in succeeding in this position.,
Job Title: Insurance Sales Specialist Location: Second Floor, Dharampeth Tower, Office No, S-9, WHC Rd, Dharampeth, Nagpur, Maharashtra 440010 Department: Sales Employment Type: Full-time About Us Connect Stocks Financial Services Pvt. Ltd. is a leading financial services provider offering a wide range of investment solutions including demat services, mutual funds, insurance, PMS, and unlisted shares. We are expanding our team and looking for passionate individuals who can help us grow our insurance vertical. Job Summary As an Insurance Sales Specialist, you will be responsible for driving sales of life, health, and general insurance products. You will guide clients through their insurance needs and offer them the most suitable policies from our partner companies. Key Responsibilities: Identify and generate new leads through cold calling, references, and field activities. Understand customer requirements and recommend suitable insurance products. Close sales and ensure proper documentation and compliance. Build and maintain long-term customer relationships. Achieve monthly and quarterly sales targets. Coordinate with back-office and insurance partners for policy issuance and servicing. Attend training sessions to stay updated on product knowledge and compliance guidelines. Qualifications and Skills: Minimum 1–2 years of experience in insurance sales (life, health, or general). Strong communication and interpersonal skills. Ability to understand and explain financial/insurance products. Self-motivated, target-oriented, and confident. Graduation in any field. (Candidates with IRDA certification will be preferred.) Benefits: Attractive salary + incentives + performance bonus Training & development support Opportunity to grow into team leader/managerial roles Recognition and rewards for top performers Salary: ₹15,000 – ₹30,000/month + incentives (based on experience & performance) How to Apply: Send your resume to careers@connectstocks.com or call us at 7276645661
As an Equity Dealer at CONNECT STOCKS FINANCIAL SERVICES PVT LTD in Nagpur, your role will involve stock market trading, equity and derivatives trading, managing financial investments, and providing financial advice to clients on a daily basis. Key Responsibilities: - Execute stock market trades - Conduct equity and derivatives trading - Manage financial investments - Provide financial advice to clients regularly Qualifications Required: - Possess stock market and equities trading skills - Have experience in trading and finance - Demonstrate knowledge of investments and portfolio management - Showcase strong analytical and decision-making abilities - Exhibit excellent communication and interpersonal skills - Hold a Bachelor's degree in Finance, Economics, Business, or a related field,
As a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, located in Nagpur, your primary responsibility is to establish and manage relationships with clients. You are required to understand their financial needs and provide appropriate investment advice. Your daily tasks will involve meeting with clients, recommending suitable mutual funds and insurance products, handling client queries, and preparing investment reports. It is crucial for you to ensure customer satisfaction and achieve sales targets in this role. Key Responsibilities: - Establish and manage relationships with clients - Understand clients" financial needs and provide investment advice - Meet with clients to recommend suitable mutual funds and insurance products - Handle client queries and prepare investment reports - Ensure customer satisfaction and achieve sales targets Qualification Required: - Experience with Mutual Funds and Insurance products - Skills in Client Relationship Management, Customer Service, and Consultative Sales - Strong Communication, Interpersonal, and Negotiation skills - Knowledge of Financial Markets, Investment Strategies, and Risk Management - Ability to achieve sales targets and manage client portfolios - Bachelor's degree in Finance, Business Administration, or related field - Certification in Mutual Funds or Insurance is a plus - Previous experience in a financial services role is beneficial,
As a Relationship Manager at Connect Stocks Financial Services Pvt. Ltd., your role will involve acquiring, managing, and growing client relationships for mutual funds and insurance products. You will be responsible for providing financial advisory services, investment planning, and ensuring excellent client service. Key Responsibilities: - Identify and acquire new clients for mutual funds and insurance. - Provide financial advisory services and investment planning to clients. - Understand clients" financial goals and suggest suitable investment products. - Develop and maintain strong relationships with existing customers. - Ensure compliance with regulatory policies and company guidelines. - Achieve sales targets and business growth objectives. - Conduct market research to identify new business opportunities. Required Skills & Qualifications: - Bachelors/Masters degree in Finance, Business, or related field. - 1-3 years of experience in financial sales (mutual funds, insurance, or related domain). - Strong knowledge of mutual funds, life insurance, and investment products. - Excellent communication, sales, and negotiation skills. - Ability to build and maintain long-term client relationships. - Certification in mutual funds (NISM) and IRDA (for insurance) is a plus. Connect Stocks Financial Services Pvt. Ltd. offers the following perks and benefits: - Competitive salary with attractive incentives. - Performance-based rewards and career growth opportunities. - Training and development programs. Should you require further information or wish to apply for the position, you can contact the company at: Phone: 8956536375 / 7276645661 Email: support@connectstocks.com,