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0.0 - 5.0 years
1 - 3 Lacs
mumbai, navi mumbai, mumbai (all areas)
Work from Office
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sayali: 9158043197
Posted 2 days ago
0.0 - 4.0 years
1 - 3 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Job Title: Digital Client Acquisition Hiring at JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat Account Opening) Experience:Freshers can apply /Min 6 months Outbound Sales (BPO/Banking/Insurance) Languages: English + Hindi Education: HSC or Graduate Salary: 17K-25K Net + Incentives (up to 70K) Shift: 9AM7PM | 6 Days Working) How to Apply: To schedule an interview, please contact HR Dhanashri at 7796426785 via call or WhatsApp and send your CV.
Posted 2 days ago
0.0 - 5.0 years
3 - 5 Lacs
bengaluru
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 4 days ago
0.0 - 5.0 years
3 - 5 Lacs
thiruvananthapuram
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 4 days ago
0.0 - 5.0 years
3 - 5 Lacs
kollam
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 4 days ago
0.0 - 5.0 years
3 - 5 Lacs
shimoga
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 4 days ago
0.0 - 5.0 years
3 - 5 Lacs
mangaluru
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 4 days ago
2.0 - 4.0 years
2 - 7 Lacs
kolkata, patna, rourkela
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 4 days ago
2.0 - 4.0 years
2 - 7 Lacs
ludhiana, chandigarh, ambala
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 4 days ago
2.0 - 4.0 years
2 - 7 Lacs
hyderabad, pune, mumbai (all areas)
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 4 days ago
2.0 - 5.0 years
2 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 4 days ago
10.0 - 15.0 years
8 - 10 Lacs
kolkata
Work from Office
An Area Sales Manager leads and motivates his sales team to achieve sales targets by developing sales strategies, analyzing market trends, managing client relationships, and providing training and feedback to the team . Key responsibilities include setting regional goals, monitoring sales performance, expanding market presence, and collaborating with other departments to ensure smooth operations and customer satisfaction. Key Responsibilities Sales Strategy & Planning: Develop and implement strategic sales plans for an assigned geographical area to achieve sales targets for DEMAT Account, MF, SIP, PMS & Insurance . Team Leadership & Development: Recruit, train, guide, and motivate the sales team to achieve their goals and foster a positive team environment. Performance Monitoring: Monitor sales performance against set targets, analyze sales data, and create reports for senior management. Market Analysis & Growth: Analyze market trends, competitor activities, and customer preferences to identify new growth opportunities and expand market share. Client Relationship Management: Build and maintain strong relationships with new and existing clients, resolve customer queries, and foster long-term loyalty. Collaboration: Coordinate with marketing, operations, and finance teams to ensure alignment and smooth execution of sales initiatives and orders. Essential Skills & Qualifications Sales Expertise: Proven sales experience, including a deep understanding of sales techniques, negotiation skills, and familiarity with current sales trends. Leadership & Communication: Strong team leadership skills, with the ability to communicate effectively with sales teams, clients, and senior management. Analytical Skills: Proficiency in analyzing market data, sales performance metrics, and key performance indicators (KPIs). Customer Focus: A customer-centric approach to build and maintain strong relationships and ensure high levels of customer satisfaction. Education: A bachelor's degree in a relevant field, such as marketing, business administration, or communications.
Posted 5 days ago
4.0 - 8.0 years
4 - 8 Lacs
indore, madhya pradesh, india
On-site
PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location Indore Experience 25 years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills 1. Strong understanding of equity markets, third party products, and investment strategies. 2. Excellent communication and interpersonal skills for client engagement. 3. Ability to analyse market trends and provide actionable investment insights. 4. Proficiency in using trading and CRM tools
Posted 6 days ago
1.0 - 3.0 years
1 - 3 Lacs
hyderabad, telangana, india
On-site
The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Roles and Responsibilities: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products We are currently looking for candidates who can join us with an existing client base.
Posted 6 days ago
2.0 - 6.0 years
5 - 9 Lacs
chennai
Work from Office
Wealth RM Location -Chennai Experience : 2+ years Qualifications: Any Graduate Experience in Dealing with Existing Clients Skills Required Should be ok for open market sales Must be ok for Sales Need to do client acquisition Products-Mutual Fund,Demat account,PMS Should do self sourcing
Posted 1 week ago
1.0 - 3.0 years
9 - 10 Lacs
pune
Remote
Job Title: Relationship Manager Job Type: Full-Time Job Description Be the primary point of contact between the respective customers and Astralink. Develop a deep understanding of partners and traders’ respective markets, competitive analysis and partner business activities. Formulate market development strategies for growth. Build a pipeline of new potential partners; Social. Forum / Channel participation. Ensure compliance and adherence of Astralink business, regulatory and brand guidelines. Manage existing customer relationships and co-ordinate issue resolution, and participate in related industry and partner events. Leading digital activities: content creation and customer engagement for customer acquisition, activation, and retention. Maintaining a positive, empathetic and professional attitude toward customers at all times. Job Requirements 1 years and above of work experience in Forex industries in the discipline of sales and customer services focusing on client acquisition, business development and client retention. Experience in B2B or B2C Key Accounts / Business Development / Sales function/ Financial advisor. Stock/ Forex/ Fund Management/ Unit Trust/ CFDs products knowledge is big plus. Excellent communication skills both verbal and written in English and Malay. - Track record of achieving and exceeding sales targets. Personal Key Trait to be Successful in the Position. Strong communication and interpersonal skills both in spoken and written in native language as well as English language. Dynamic with an ability to take initiative, solve problems and deliver results and ultimately able to ensure delivery of sales targets on a monthly and quarterly basis. Good communication and interpersonal skills and ability to bring humor to the team would be ideal. Excellent in prioritizing and multi-tasking in a demanding environment. Ambitious and always looking for opportunities to take on bigger responsibilities and learning opportunities
Posted 1 week ago
1.0 - 6.0 years
1 - 4 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the complete Demat account opening process, ensuring that all documentation and KYC requirements are met. Relationship Management: Build and maintain strong relationships with clients by offering personalized solutions and addressing their needs effectively. Cross-Selling Financial Products: Promote and sell other relevant financial products (e.g., trading accounts, mutual funds, etc.) to increase client engagement and revenue Thanks & Regards Team Career Shaper 8401008982 www.groupcareershaper.com bfsicareershaper@gmail.com
Posted 1 week ago
0.0 - 5.0 years
3 - 5 Lacs
mangaluru, kozhikode, shimoga
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258
Posted 1 week ago
1.0 - 6.0 years
3 - 8 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Responsible for day to day activities related to admission of issuer companies & subsequent app in Admission Cell. Co-ordinate with RTAs/Issuer Companies/Exchanges/market participants & other Dept. Preparing various reports/MIS Required Candidate profile Min 1-6 yrs exp in capital markets in DP-Ops in MII'S Well conversant with depository operations and Dmat Account Opening & Closing Good analytical and verbal & written Communication Skills
Posted 1 week ago
0.0 - 5.0 years
2 - 4 Lacs
surat
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. If you're a fresher with strong communication skills and a passion to build a career in the broking industry, we want to hear from you! Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management Freshers with good communication who are willing to work in broking industry are welcome
Posted 1 week ago
2.0 - 5.0 years
2 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
prayagraj, dehradun, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
jalandhar, ahmedabad, rajkot
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
visakhapatnam, rourkela, hyderabad
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
bhubaneswar, kolkata, patna
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus
Posted 2 weeks ago
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