Job Description Relationship Officer Organization : SBICAP Securities Ltd. About the company : The broking arm of the prestigious State Bank Group, SBICAP Securities Ltd (SSL) is a wholly-owned subsidiary of SBI Capital Markets Ltd. Commencing operations since the first quarter of the financial year 2006-07, our aim is to provide seamless access to primary and secondary markets to investors, institutional and retail. At SBICAP Securities we aim to select the right person for the right job and create a distinctive environmentfor them to learn, experiment, and grow. Position: Relationship Officer - Demat Accounts Criteria: Candidate must be a graduate. Freshers can also apply Location: Nagpur Job Description : To source the business via allotted SBI bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross-sell other products as directed time to time. Ensure the achievement of the given business target. Age not more than 29 Years. Annual CTC: As per the location (Salary may be negotiated for candidates with relevant experience) Perks: Attractive incentives based on performance

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Promote and sell stock market-related products and services to new and existing clients. Advise clients on investment opportunities, trading strategies, and market trends. Generate leads and proactively contact potential investors via calls, emails, and meetings. Maintain a strong pipeline of sales prospects and convert leads into active accounts. Assist clients in account setup and execution of trades. Monitor clients portfolios and provide regular updates and performance insights. Stay updated with stock market news, economic trends, and regulatory changes. Meet or exceed monthly sales targets and KPIs. Prepare regular reports on sales performance and client feedback

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Role & responsibilities Coordinating with SBI Branches for Acquisition, Develop & Retention of new quality NRI customers. Work along with internal customer acquisition & Bank NRI team (Branches & RMs) for driving NRI customer acquisition and maintain a profitable and long-lasting relationship with them Achieve of monthly / quarterly & yearly targets of NRI account opening, Account Activation, brokerage generation & increase in AUM as defined by the organization. Scrutiny of NRI Account opening applications, Collection of KYC documents from the NRI clients and ensuring the account is opened seamlessly in close coordination with the Central NRI Desk & the KYC operations within the Turnaround Time (TAT) Provide high-quality customer service to NRI clients through email, phone, and digital channels. Identify opportunities to enhance operational efficiency and improve client satisfaction. Coordinate with internal Central NRI Desk & KYC teams to resolve client queries efficiently Respond to escalations and perform root cause analysis for all issues raised by clients and internal departments Preferred candidate profile Graduation / MBA in any stream with 2- 5 years of sales & customer acquisition experience in BFSI / Broking domain mandatory Knowledge on NRI account sourcing would be preferred Full time MBA fresher candidates with sound knowledge about Capital Markets, who are willing to make their career in Sales can also apply for this role Perks and benefits CTC best as per company standards Note: This job requires travelling within a certain radius as pre-defined by the organization Interested candidates can share their resumes at kirti.pasi@sbicapsec.com

We are seeking a results-oriented Branch Manager to lead our Chennai branch. The ideal candidate will be responsible for driving revenue growth, overseeing daily operations, managing a high-performing team, & ensuring exceptional client service Required Candidate profile Minimum 5 years of experience in the equity & broking industry. At least 2 Yrs in a managerial position Strong client servicing & relationship management skills Ability to meet revenue targets NISM

Dear Candidates, Greetings!! We are looking for PCG Sales/Dealer role in one of the Big broking company. -Candidate having good Experience in Wealth Products . -Cross sales experienced Required . -Good Exposure in Client Acquisition. If you are intested pls share your resume on tisha@getwork.org. Thanks & Regards Tisha

Immediate Hiring Multiple Roles in Banking & Financial Services Across Kerala Exciting Career Opportunities in the Financial Sector! SkillActz is hiring talented professionals for a leading financial services firm across Kerala. Whether you're a fresher or an experienced professional (1-5 years) , this is an excellent opportunity to build a successful career in Banking, Stockbroking, and Investment Services . Open Positions: Financial Consultant Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Industry: Banking & Financial Services | Stockbroking | Investment Services Qualifications: Any Graduate Preferred Certifications: NCFM, NISM, AMFI Mutual Fund Certification Key Responsibilities Financial Consultant Promote Mutual Funds, SIPs, Insurance, PMS, and Bonds Acquire new clients through cold calling, references & meetings Provide investment advisory and cross-sell financial products Conduct investment seminars and assist clients with applications Dealer Execute stock trades and manage order placements Guide clients on market trends, IPOs & investment opportunities Ensure risk management & regulatory compliance Engage with clients and cross-sell financial products Business Support Executive Manage branch operations, sales & administration Assist in client onboarding, account opening & documentation Support financial advisory & back-office operations Maintain client relationships through regular communication Branch Sales Executive Drive sales for financial products & services Develop and maintain strong customer relationships Achieve branch sales targets & revenue goals Support promotional activities & business expansion Commodity Dealer Execute commodity trades & manage orders Advise clients on commodity market trends & investment opportunities Monitor and manage trading risks effectively Ensure compliance with exchange regulations & policies Branch Manager Oversee branch operations, sales & team management Drive business growth and meet revenue targets Develop and maintain high-value client relationships Ensure compliance with company policies & regulations Key Skills Required: Stock Trading | Commodity Trading | Mutual Funds Sales | Insurance | PMS | Client Prospecting | Risk Management | Market Research | Branch Operations | CRM | Sales Target Achievement | Team Management Compensation & Benefits: Fixed Salary + Performance-Based Incentives Career Growth & Skill Development Opportunities Comprehensive Training & Mentorship Programs Locations Across Kerala: Ernakulam & Kochi Region: Thevara | Idappally | Palarivattom | Kothamangalam | MG Road, Kochi | Muvattupuzha | Angamaly | Chalakudy | Perumbavur | Kalady Trivandrum & Kollam Region: Attingal | Karamana | Nedumangad | Kollam | Anchal | Kottiyam | Kayamkulam Thrissur & Central Kerala: Irinjalakuda | Kodungallur | Guruvayur | Wadakanchery | Thrissur (Round South & Kokkalai) Kottayam & Pathanamthitta Region: Kottayam (K K Road) | Kottayam | Thiruvalla Palakkad & Malappuram Region: Pattambi | Pathiripala | Perinthalmanna | Manjeri | Nilambur | Ponnani | Vadakkenchery | Victoria-Palakkad Calicut, Kannur & Kasaragod Region: Thamarasseri | Koyilandy | Kozhikode (Calicut) | Kannur | Kannur (Fortlight) | Talassery | Payyannur | Thaliparambu | Kasaragod | Koyilandy Branch | How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today!

Hiring Phone Banking officer Graduate Fresher welcome Salary -17500 per month Process-Inbound Candidate with BPO Exp/Banking RM can also apply Can apply branch banking after 2 yrs all banking facilities Call 8080126356 / 7738521154 www.hyfly.in Required Candidate profile Graduate Fresher with good com skills Prior exp in Customer service would be added advantage Need to solve bank customer issues over phone no field job www.hyfly.in

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits Job Description:- 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

-Converting leads (provided by company) to business. -Train and Motivate the team to achieve desired Goals. -You have to meet the customer and sales the company product. -Cold calling for banking products. -Generating Business. Required Candidate profile -Graduate or Above. -Doing cold calling. -Candidates must have their own vehicles. -Fresher's Can't Apply

Work From Office Location - Turbhe Shifts Timing: - Day Shift Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Ashwini : 9923656681

Mega Drive for Financial Consultants / Sr. Financial Consultants /Mutual Fund Sales Locations - Delhi, Hyderabad, Gujrat ctc - 2.5 to 5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact Minakshi on 9811985863or Email on qrn.placement@gmail.com

Work From Office Location - Turbhe Shifts Timing: - Day Shift Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Ashwini : 9822643371

-Hire, train and lead a team of advisors(min 6nos) -Acquire clients and drive product sales -Achieve revenue from SIP and other targets. -Improve processes and customer experience.

Roles and Responsibilities Handle customer queries related to stock market, demat, equity sales, mutual funds sales, cross selling, and financial products. Provide expert advice on share market trends and investment opportunities to clients. Process transactions for online trading and offline brokerage services. Meet sales targets by acquiring new customers and increasing revenue through upselling and cross-selling. Maintain accurate records of client interactions and transactions.

India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 3 to 6 years of experience in sales and marketing in the Life Insurance domain. Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

People Management skills Demonstrated success & achievement orientation Excellent communication skills Negotiation Skills Strong bias for action & driving results in a high performance Excellent relationship skills Sales Support to the team Required Candidate profile Graduation or Above Age 21 to 33 Years Sales marketing experience preferred Fresher's Can't Apply Bike & license Note: Interested candidate can send their resume on What's App No - 9328406519

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-7738521154 Hrapreet Email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Airoli/Jui Nagar all banking facilities Call 8080126356 Trupti www.hyfly.in Required Candidate profile 1. Inbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location: Bengaluru,Hyderabad,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products Location : - Ahemdabad, Delhi, Trivendrum, Bengaluru, Hyderabad, Kolkata, Pune, Jaipur, Indore, Kochi