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