345 Dealing Jobs - Page 2

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

EQUITY DEALER : Must be from broking industry, having experience of 2-3 years NISM 8 mandatory Stability is mandatory Notice Period - max to max 45 days Cross selling 6. Client base must be there Interested Candidates can Contact Miss MANSI YADAV Contact No.- 7428 895 061 E mail I'd - mansi.y@upusglobalservices.com

Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume@8306147406 (Divyakalyanwat@rathi.com) and can also refer your friends/Colleagues as well.

Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume@8306147406 (Divyakalyanwat@rathi.com) and can also refer your friends/Colleagues as well.

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

SUMMARY Job Title: Route Executive -GT Job Purpose: This position is responsible for achieving sales (Primary and Secondary), distribution, and merchandising targets for specific routes, through a team of Market Growth Representatives in a key market. Key Responsibilities: Sales Plan Execution: Work collaboratively to achieve sales targets for designated Territory routes by brand and pack on a daily basis for secondary, primary volumes (Physical Cases & unit Cases), Gross revenue (GR) & Net revenue (NR). Develop route plans for the Market Growth Representatives and Account Developers to optimize coverage cost-effectively and ensure productivity. Customer Management: Cultivate relationships with Outlets through the team of Market Growth Representatives and Account Developers to ensure sustained business. Market Expansion: Drive Horizontal Expansion by increasing the number of outlets opened versus target to improve business in the upcoming years. Take on the responsibility of opening new outlets during market visits and provide necessary support in terms of elements, discounts, coolers, etc. Drive conversion of high value/high visibility outlets to Depth Outlets and ensure execution as per Company norms. Increase market share through various ground level interventions such as driving outlet level billing vertically & horizontally. Market Execution: Implement Channel Programs, Promotional activities for the given set of outlets. Plan for merchandising elements, coolers based on outlets/market requirements and as per the RED standards. Prepare MGR wise action plans for improving RED (Right Execution) parameters, HE etc. People Management: Conduct on-the-job trainings with Market Growth Representatives (Off Role) to enhance Execution skills on the job. Track PJP (Permanent Journey Plan) Compliance and other productivity Metrics of the team and provide inputs to improve the same via OJT. Evaluate performance and skills of MDs and provide inputs via on-the-job coaching, training etc. Conduct Joint Weekly, Monthly Review with ASM to review performance wrt Sales, Execution Parameters of MDs and work on agreed actions. Review Performance and market issues to be resolved via daily Gate Meetings. Budget Management: Propose Discount spend for given set of outlets to drive business. Closely monitor customer outstanding and claims and ensure compliance to credit and other policies. Asset Control: Ensure regular tracking of our Assets (Coolers) and ensure asset movements etc in compliance to the Asset Policy. Distribution Management: Rout Requirements Qualifications: Graduation / MBA Experience: 4 - 8 years in Sales Continuous travel within the designated area 90% Travel in a month Male candidates preferred Age should be 40years or below.

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/post graduate with 3 years experience\should have good communication skills should be self starter NISM8 Mandatory Contact HR : Santhosh - 9560385650

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

Main Purpose and Key responsibilities • Develop, implement, and maintain business continuity plans (BCP). • Conduct BCP training, awareness programs, and simulations. • Coordinate with teams to test and update continuity plans. • Manage BCP tools and emergency communication workflows. • Lead incident/crisis response and recovery efforts. • Report BCP status to leadership and support audits. Knowledge, Skills and Abilities Technical Skillsets : Knowledge of BCP standards (e.g., ISO 22301). Hands on Crisis management experience. Experience in developing and implementing business continuity plans and strategies Knowledge and handling of BCP tools for emergency notifications and documentation management. Strong communication, training, and reporting skills. Experience in conducting BCP exercises Experience : Minimum of 5+ years in BCP planning, execution, and crisis management in a corporate setting Bachelor’s degree in Computer Science, Engineering, or a related field. Competencies : Strong oral and written communications with strong inter-personal skills to collaborate with global BC plan owners and Crisis Management Teams. Must be acclimatized working and dealing with client managers / senior management. Capable of working independently as well as in groups. Ability to maintain the confidentiality of sensitive information. Team player with an enthusiastic approach to fresh challenges Key Relationships: External: BCP Tool vendor and 3rd party location BCP partners Internal: Senior leadership and managers in key group offices across APAC and Africa region Key Relationships: External: BCP Tool vendor and 3rd party location BCP partners Internal: Senior leadership and managers in key group offices across APAC and Africa region

We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

Dealing in both cash and F&O segment Portfolio management Cross selling other financial product Meeting brokerage targets Connect at 8910750091

JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION IDBI Capital Markets and Securities Limited DESIGNATION Equity- Dealer NO. OF VACANIES 1 EXPERIENCE RANGE 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification ESSENTIAL QUALIFICATIONS Any graduate / post-graduate CANDIDATE'S PROFILE - Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. - Responsible for achieving brokerage revenues. - Increasing client base through existing client referrals. - To place orders for clients on trading terminal with very high proficiency in speed and accuracy. - Confirmations on Recorded Line. - Communicating research advices and investment ideas to customers for portfolio churning . SKILLS AND TRAITS -Excellent Communication & Presentation skills. -Must have existing client relationships in the market. -Should be a self-starter, proactive & target oriented. -Should possess strong networking & relationship building skills. Interested candidates can share your CV's on outsource18@idbicapital.com or Contact no: 9137914716

Res * Sourcing new customer for Demat a/c * Manage client relationships through regular communication and service delivery. * Identify new business opportunities and cross-sell products. * Provide investment advice and portfolio management services. Provident fund Health insurance Annual bonus

Job Location: Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Mumbai & Vizag Experience: Minimum 1 Year as advisor Equity Dealing Roles & Responsibilities: Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. Should be presentable with good communication & convincing skill.

SUMMARY Job Title: Route Executive -GT Job Purpose: This position is responsible for achieving sales (Primary and Secondary), distribution, and merchandising targets for specific routes, through a team of Market Growth Representatives in a key market. Key Responsibilities: Sales Plan Execution: Work collaboratively to achieve sales targets for designated Territory routes by brand and pack on a daily basis for secondary, primary volumes (Physical Cases & unit Cases), Gross revenue (GR) & Net revenue (NR). Develop route plans for the Market Growth Representatives and Account Developers to optimize coverage cost-effectively and ensure productivity. Customer Management: Cultivate relationships with Outlets through the team of Market Growth Representatives and Account Developers to ensure sustained business. Market Expansion: Drive Horizontal Expansion by increasing the number of outlets opened versus target to improve business in the upcoming years. Take on the responsibility of opening new outlets during market visits and provide necessary support in terms of elements, discounts, coolers, etc. Drive conversion of high value/high visibility outlets to Depth Outlets and ensure execution as per Company norms. Increase market share through various ground level interventions such as driving outlet level billing vertically & horizontally. Market Execution: Implement Channel Programs, Promotional activities for the given set of outlets. Plan for merchandising elements, coolers based on outlets/market requirements and as per the RED standards. Prepare MGR wise action plans for improving RED (Right Execution) parameters, HE etc. People Management: Conduct on-the-job trainings with Market Growth Representatives (Off Role) to enhance Execution skills on the job. Track PJP (Permanent Journey Plan) Compliance and other productivity Metrics of the team and provide inputs to improve the same via OJT. Evaluate performance and skills of MDs and provide inputs via on-the-job coaching, training etc. Conduct Joint Weekly, Monthly Review with ASM to review performance wrt Sales, Execution Parameters of MDs and work on agreed actions. Review Performance and market issues to be resolved via daily Gate Meetings. Budget Management: Propose Discount spend for given set of outlets to drive business. Closely monitor customer outstanding and claims and ensure compliance to credit and other policies. Asset Control: Ensure regular tracking of our Assets (Coolers) and ensure asset movements etc in compliance to the Asset Policy. Distribution Management: Rout Requirements Qualifications: Graduation / MBA Experience: 4 - 8 years in Sales Continuous travel within the designated area 90% Travel in a month Male candidates preferred

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter. Share your resume on shivangi.maheshwary-v@adityabirlacapital.com

Sales & Marketing Coordinator for all cities all over Maharashtra Skills & Attitude : Presentation Skills, Client Relationships, Emphasizing Excellence, Energy Level, Negotiation, Prospecting Skills, Meeting Sales Goals, Creativity, Sales Planning, Independence, Motivation for Sales More about this Sales & Marketing Coordinator job: Drive business for the designated channel and geography Identify and motivate suitable channel partners for licensing and activation Achieve the agreed sales targets Identify customers for upsell and cross-sell opportunities Conduct periodic reviews with channel partners Conduct training of new products for agents and channel partners to drive sales Develop and maintain relationships with all the key stakeholders Qualifications : 2+ Years Field sales experience Graduation in any field Local candidate required Must be ok with field sales and team recruitment profile Share your resume on WhatsApp at 8849711957 || Drashti

Hiring! Manage & enhance relationships with high-performing Team Drive revenue growth by meeting & exceeding sales targets Provide ongoing training, support, and development to the team Identify new business opportunities and expand market presence Required Candidate profile Exp: 1 to 6 Years in the Sales, Marketing & Business Development Excellent Communication Skills Ability to build a high-performing team Strong Networking Skill Kevisha : 88490 20556

Company Description Swastika Investmart Ltd. is a leading public limited company in the stockbroking and capital markets industry, with a strong presence in India since 1992. The company offers a wide range of services including stock, derivatives, commodity, and currency broking, depository services, merchant banking, and NBFC services. With a strong client base, professional team, and nationwide network, Swastika has been recognized for its excellence in the industry. KEY RESPONSIBILITIES Deal Origination and Business Development Identify, evaluate, and pursue new investment banking opportunities across sectors. Build and maintain relationships with corporates, private equity firms, institutional investors, and startups. Prepare client pitches and presentations to secure mandates for fundraising, M&A, or IPO advisor Transaction Execution Lead and manage end-to-end execution of equity/debt fundraising, M&A, IPOs, buybacks, open offers, and other merchant banking assignments. Coordinate due diligence, valuations, negotiations, and documentation processes. Liaise with legal advisors, auditors, rating agencies, and other intermediaries to ensure smooth transaction closure. Financial Modelling & Analysis Develop detailed financial models including valuation (DCF, comparable companies, precedent transactions, etc.). Conduct industry and company-specific research to support deal analysis. Analyse financial statements to assess company performance and identify red flags. Regulatory & Compliance Coordination Ensure all transactions comply with SEBI, RBI, ROC, and other applicable regulatory frameworks. Manage filings and submissions under SEBI (ICDR), SEBI (LODR), SEBI (SAST), and Companies Act, as required. Act as a point of contact with regulators during approvals and observations. Client Relationship Management Act as a strategic advisor to clients throughout the deal lifecycle. Provide clients with timely market insights, regulatory updates, and investment opportunities. Ensure post-transaction client satisfaction and identify scope for future business references. Team Leadership & Mentoring (for Senior Manager) Supervise junior team members and analysts during transaction execution. Provide guidance and training on financial modeling, pitch creation, and industry practices. Lead internal knowledge-sharing and process improvement initiatives. Market Intelligence & Strategy Monitor capital markets, sectoral trends, and macroeconomic developments. Prepare periodic internal reports and strategic inputs for senior management. Explore innovative financing instruments or structures suitable for clients evolving needs. BASIC QUALIFICATIONS CA or equivalent post-graduate qualification. Certifications like NISM, financial modelling or similar will be an added advantage. Strong experience in IB & MB service of 3-5 years with required tools. MUST-HAVE QUALIFICATIONS Experience in investment banking & merchant banking services. Excellent team leadership, communication, interpersonal and decision-making skills. Experience handling multi-location teams across Tier I, II & III cities. Strong understanding of SEBI regulations, Exchange guidelines, and compliance frameworks. BASIC QUALIFICATIONS CA or equivalent post-graduate qualification. Certifications like NISM, financial modelling or similar will be an added advantage. Strong experience in IB & MB service of 3-5 years with required tools.

SUMMARY Hiring Graduate Freshers for a semi govt bank direct payroll for a Business Development executive role for Assam state, Apply now! Location: Silchar/ Guwahati/ Jorhat Only 2021 to 2024 graduates Fresher are eligible for this role Salary: 13.5k monthly in hand Job Description We are currently seeking Graduate Freshers to join our team in a leading Semi Govt Bank. As a Graduate Fresher, you will be responsible for handling walk-in customers at branch offices, communicating and pitching General insurance, building and maintaining relationships with key customers and stakeholders, identifying and pursuing new business opportunities, providing product training and demonstrations to customers, and meeting and exceeding sales targets. This is an in-house branch office job, but may require occasional visits to client locations for product information and deal closure. Key Responsibilities: Handling and dealing with walk-in customers in the branch office Communicating, pitching, and making customers understand regarding Health insurance Building and maintaining relationships with key customers and stakeholders Identifying and pursuing new business opportunities Providing product training and demonstrations to customers Meeting and exceeding sales targets Collaborating with cross-functional teams to achieve business objectives Visiting client locations for product information and deal closure . NOTE: This is a Branch + Field job. Requirements Requirements: Age Criteria: 18-27 years. Educational Qualification: Graduates (Tech, Non Tech Both), 3 years Diploma, B.Voc. LLB/CA/Doctors/B.Ed/Integrated Courses are not eligible Graduate Freshers can apply. Good communication skills are required. Apprentices with contracts with other organizations are not eligible. Both male and female candidates can apply. 6 days working with 1 rotational week off. Experience candidates holding PF accounts are not eligible Benefits Benefits Benefits - Salary + Incentives Allowances will be provided as per business Week offs / holidays as per Bank holidays

Dear All, Greetings from AnandRathi !! We are currently hiring for Equity advisor @ Chennai Job Description As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework. New A/C opening and manage portfolio. Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must. Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile Candidate should have 1 Year in broking industries Candidate with Client Base.

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter. Share your resume on shivangi.maheshwary-v@adityabirlacapital.com