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1 - 5 years
2 - 4 Lacs
Ghaziabad, Bulandshahr, Noida
Work from Office
Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com
Posted 2 months ago
2 - 7 years
2 - 6 Lacs
Vadodara, Surat
Work from Office
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 cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or whstaap on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.
Posted 2 months ago
9 - 14 years
5 - 15 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com
Posted 2 months ago
9 - 14 years
5 - 15 Lacs
Pune, Mumbai Suburbs, Navi Mumbai
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 2 months ago
0 - 4 years
2 - 4 Lacs
Haldia, Serampur Uttarpara, Malda
Work from Office
Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - piyush@theinfinityspace.com
Posted 2 months ago
0 - 4 years
2 - 4 Lacs
Durgapur, Guwahati, Asansol
Work from Office
Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - piyush@theinfinityspace.com
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Pune, Bengaluru
Work from Office
Role & responsibilities Experience in sale of new, used car loan, coordinate with credit team. Dealership management. Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Engage with customers to provide information on TFSIN offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets Collect, maintain and dispatch all loan processing documents after conducting due diligence and system login/ account creation in order to meet pre- and post-disbursement requirements Visit customer office/residence for collection of loan documents
Posted 2 months ago
0 - 4 years
2 - 4 Lacs
Jajapur, Jeypur, Jorhat
Work from Office
Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - piyush@theinfinityspace.com
Posted 2 months ago
5 - 10 years
6 - 16 Lacs
Pune, Delhi NCR, Mumbai (All Areas)
Work from Office
Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797
Posted 2 months ago
1 - 6 years
2 - 5 Lacs
Parbhani, Ahmednagar, Amravati
Work from Office
Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms.
Posted 2 months ago
1 - 6 years
1 - 6 Lacs
Delhi NCR, Noida, Jaipur
Work from Office
Key Responsibilities: Order Execution: Placing orders on behalf of customers in the equity, derivatives, and other financial markets. Advisory Services: Providing market insights and investment advice to clients, including Super HNI clients. Client Relationship Management: Building and maintaining strong relationships with clients, understanding their investment needs and providing tailored solutions. Client Acquisition: Identifying and acquiring new clients for broking and equity-related products. Product Knowledge: Possessing a strong understanding of various financial products, including equity, derivatives, mutual funds, and insurance. Cross-selling: Actively promoting and cross-selling third-party investment products to clients. Terminal Management: Managing trading terminals and ensuring smooth order execution. Preferred Skills and Qualifications: Education: Graduate degree preferred. Experience: 1+ years of experience in the financial services industry, particularly in broking or trading. Certifications: NISM VIII (Equity Derivatives) certificate is mandatory. Skills: Strong communication, interpersonal, and analytical skills. Knowledge: Deep understanding of the stock market, trading platforms, and financial products. Kindly reply with an updated CV at apex.jessyhr@gmail.com if you are interested in the mentioned job role, you can also call on 7052750740.
Posted 2 months ago
2 - 7 years
4 - 8 Lacs
Delhi NCR, Mumbai, Kolkata
Work from Office
Role & responsibilities An equity advisor helps investors make informed decisions about investing in stocks and other equity-related instruments, offering expertise in building portfolios, analyzing risks, and recommending investment strategies based on individual financial goals. Preferred candidate profile Perks and benefits
Posted 2 months ago
1 - 4 years
1 - 4 Lacs
Pune
Work from Office
Job Description EQUITY dealer (Finance & Broking) Company: Swastika Investmart Limited Location: Pune Experience: 2-3 Years in Finance & Broking Qualification: NISM Series VIII Certified (Equity & Derivatives) Roles & Responsibilities: Team Management & Leadership: Lead and mentor a team of dealers and relationship managers. Train team members on trading strategies, compliance, and risk management. Ensure the achievement of revenue and client acquisition targets. Dealing & Trading Execution: Execute trades in equity and derivatives as per client requirements. Ensure risk management and compliance with SEBI & exchange guidelines. Monitor market trends and guide clients on investment strategies. Client Relationship & Revenue Growth: Build and maintain strong relationships with HNI & retail clients. Advise clients on stock market investments and portfolio diversification. Drive business growth by acquiring new clients and retaining existing ones. Compliance & Reporting: Ensure adherence to regulatory and company policies. Monitor trading activities to prevent unauthorized transactions. Prepare daily reports on team performance, trade execution, and revenue. Skills & Qualifications: Mandatory: NISM Series VIII Certification Strong knowledge of equity, derivatives, and market operations Experience in client engagement and advisory services Excellent leadership, communication, and problem-solving skills Ability to work in a fast-paced trading environment Apply Now! Send your resume to Aparna.pathak@swastika.co.in or contact
Posted 2 months ago
1 - 5 years
2 - 5 Lacs
Chennai, Hyderabad
Work from Office
Role Designation:-Advisor Department:-Commodity Key Deliverables:- Handling & Advising clients on Commodity product Passing on research calls and engaging clients to trade in commodity Creation of revenue through effective Advisory HR - 80721 35893 Required Candidate profile Any Graduate with minimum of 6 Months of Experienced broking industry Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts Immediate joining
Posted 2 months ago
2 - 7 years
2 - 7 Lacs
Pune, Rajkot, Mumbai (All Areas)
Work from Office
1.Execute Trades on the Trading Terminal. 2.Generate large volumes on equity & derivative terminal from Clients. 3.Equity Advisory (Advice client on equity markets to buy stocks) 4.Cross Selling of TPP (MF, SIP & Insurance) 5.Client Acquisition
Posted 2 months ago
2 - 7 years
2 - 7 Lacs
Pune, Navi Mumbai, Thane
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generate large volumes on equity & derivative terminal from Clients. 3. Equity Advisory (Advice client on equity markets to buy stocks) 4. Cross Selling of TPP (MF, SIP & Insurance)
Posted 2 months ago
1 - 6 years
5 - 6 Lacs
Vadodara, Ahmedabad
Work from Office
Dear Candidate, Urgent opening with leading broking firm. CTC - Upto 6.5 LPA Location : Ahmedabad & Baroda Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Parbhani, Ahmednagar, Amravati
Work from Office
Relationship Manager Dealing Interested candidates can share cv on divya.chawla@religare.com or call on 8169023289 Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organizational and planning skills. • Willingness to travel for client meetings and conferences when required.
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource
Posted 2 months ago
1 - 4 years
2 - 4 Lacs
Ahmedabad
Work from Office
Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Ahmedabad Job Role 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 investment options 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 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 To attend post result con-calls, analyst meets for improved client servicing. Skills Graduate / Post graduate with 2 to 5 yrs experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM/NCFM VIII certificate is necessary. Please share updated resume on akshita.sayam@kotak.com or call on 9920653703
Posted 2 months ago
1 - 6 years
5 - 12 Lacs
Chennai, Pune, Hyderabad
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions Key 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 Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Vacancy - 40 positions Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required Pls call Archana 9514366618 for more info. Thanks, Archana 9514366618
Posted 2 months ago
1 - 6 years
5 - 12 Lacs
Thane, Bengaluru, Mumbai (All Areas)
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions Key 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 Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Vacancy - 40 positions Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required Pls call Archana 9514366618 for more info. Thanks, Archana 9514366618
Posted 2 months ago
1 - 6 years
4 - 8 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pan India location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions Key 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 Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Vacancy - 40 positions Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required Pls call Archana 9514366618 for more info. Thanks, Archana 9514366618
Posted 2 months ago
1 - 6 years
5 - 12 Lacs
Trivandrum, Kochi, Coimbatore
Work from Office
Hi, We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Sal upto 12 lpa Role - Equity Dealer Vacancy - 40 positions Key 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 Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Vacancy - 40 positions Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required Pls call Archana 9514366618 for more info. Thanks, Archana 9514366618
Posted 2 months ago
3 - 8 years
5 - 12 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory
Posted 2 months ago
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