Responsible for revenue generation and branch profitability through brokerage. Manage a team of Relationship Managers to drive client acquisition, focusing on MNI and HNI segments. Provide regular updates to superiors. Required Candidate profile Oversee Equity dealers/advisors to generate brokerage via long-term equity investments and short/medium-term trading. Build and maintain strong client relationships for retention and new business.

Connect with the existing customer base for promoting the ABC products Also does a need-based selling by doing a risk profiling of the customer. Present the product and proposition to the prospects, seek meeting appointments, and convert the clients.

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term Make cross sales - Insurance , Mutual fund and Fixed deposit Required Candidate profile Minimum 1yr exp in any sales with good customer base Should have sound understanding of capital markets Shift timing - 8:45am - 5:45pm Ready to connect with Existing customer HR-Sangeeta 824 024 5399

Role & responsibilities Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF. Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Acquire new clients for equity, derivatives, commodities, and other financial products. Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation. Drive cross-selling of the companys distribution products to create additional revenue streams. Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed. Ensure compliance with exchange regulations, SEBI norms, and internal risk management guidelines. Handle online and offline trading platforms, resolving any client issues related to order execution. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Coordinate with the back office, RMS (Risk Management System), and compliance teams for smooth trade settlements. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Proficiency in trading platforms i.e. CTCL. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Perks and benefits

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term To keep abreast with market knowledge and market intelligence Required Candidate profile Minimum 1-2yrs experience in Equities on the clients’ advisory side Should have sound understanding of capital markets Should be NISM Currency Derivatives certified.(series 8) HR -Shabroj- 8867327780

- Candidate will be responsible for direct sales of DEMAT Accounts and margin collection for equity and commodity. Responsible for generating revenue from Insurance, Value pack & ACE , TGS. Responsible for cross sale product like MF and PMS . Required Candidate profile Education: Any Graduate Good communication skills. Knowledge of broking And operations knowledge. Minimum 1Yr Experienced in CASA, Insurance, Demat, SIP, Mutual Funds as sales person HR - 93987 17797

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

- Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Generate business through the Lead - Close the leads provided by Company Required Candidate profile - BFSI experience preferred - need at-least 2 years of experience - Age criteria 21-38 For better reach you can share your CV @ Karan | 7861004785 Perks and benefits • Paid Leave • Incentive • Allowances • Insurance

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Job Title : Relationship Manager Location : Mumbai (All Areas) Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On roll job + High CTC Promotions in short time

• Maintain healthy relations with Customers. • Look for better sales Opportunity to grow company revenue. • Lead and manage the activity of sales team. • Motivate them for Sales. • Handle the walkin customers. • Cross sale of other banking products. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On Roll job + High CTC Promotions in short time

Job Title : Relationship Manager Location : Mumbai Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218

Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Ritu www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

Candidate, Greetings From Monalisa HR Team..!! We have an Urgent opening for the position of "Insurance Agent / Advisor" for one of our reputed clients @ their Santacruz - West, Location. Hiring Company Name - Confidential Job Location: - Santacruz - West Designation: - Insurance Agent/ Advisor Rolls: - On-Rolls. Salary: - In Between 18k - 25k net in hand & based on a complete interview evaluation process too. Experience Minimum 2 3 Years of experience Job Nature: - Full Time / Work from Office. Key Responsibilities Experience in Mutual Fund & General Insurance Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Preparing collating mutual fund reports Prepare Quotations Prepare daily MIS entry Manage & maintain data of clients Issue policy & share with clients. Answering inbound sales calls and converting them into new opportunities. Engage potential customers in dialogue that opens opportunities. Provide information regarding product/service in an engaging manner. Mailing required details like brochures, product profiles to clients. TECHNICAL /FUNCTIONAL SKILLS : Excellent communication skills, both in written and verbal. Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables. Have a strong work ethic and are eager to learn. Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence. Excellent customer service skills to ensure customers get awesome experience from company product Strong time management skills and ability to prioritize and multitask effectively. Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc. Ability to work well in a fast-paced environment THE PERSON SHOULD BE WILLING TO JOIN IN 15-20 DAYS TIME OR IMMEDIATELY JOINER. Request for interested candidates; please share your updated resume with us thru below Email-ID executivehr@monalisammllp.com , also candidate can reach us at 9029895581 . Current /Last Net in Hand - Salary will be offered based on the interview /Technical evaluation process- Notice Period & LWD was/will be - Reason for Job Change - Total Years of Experience in Specific Field - Regards, Monalisa Group of Services HR Department 9029895581 Call / WhatsApp executivehr@monalisammllp.com

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

Job description Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 29 Years Perks and benefits Fresher- 2.50 LPA (CTC) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. *Incentives are paid subject to performance as per applicable slabs. Interested candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Shivaji Nagar, Pune Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 91580 43197

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Kiran 8080126356 Shilpa 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-Team Leader Process-Outbound/Inbound Salary-7Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process(Loan, Credit Card Location-Thane/Vashi Call 9082104424 Sejal 8850266500 Shivangi 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

Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 8080702016 Sanika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 7016615213