14.0 - 18.0 years

0 Lacs

all india, gurugram

On-site

As the Head of Department for Wealth Profile (Sales) at our company, you will be leading the establishment and growth of our new wealth management division. Your role will involve developing and implementing strategic plans for mutual funds, fixed deposits, and demat services. Your experience in mutual funds, demat services, and fixed deposits, with at least 14+ years in the field, will be crucial in driving the success of this initiative. Key Responsibilities: - Establish and grow our wealth management vertical. - Bring along a dedicated team to drive success. - Develop and implement strategic plans for mutual funds, fixed deposits, and demat services. Qualifications: - Bachelor's degree in...

Posted 2 weeks ago

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Business Development Associate Expertvuw | Share Recovery & IEPF Claims

13.0 - 17.0 years

0 - 0 Lacs

gujarat

On-site

You will be working as a Business Development Executive at Expertvuw, a specialized consulting firm helping investors recover lost shares, unclaimed dividends, IEPF claims, transmission of shares, and old physical certificates. Your primary role will involve connecting with potential investors, explaining the services offered by the company, and closing deals through clear, confident, and ethical selling practices. **Key Responsibilities:** - Make outbound calls to leads, both warm and cold - Explain services related to share recovery and dividend claims - Conduct consultations with investors and legal heirs - Qualify prospects based on documentation and eligibility - Handle objections and n...

Posted 1 month ago

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Field Sales Executive Capital Placement Services

2.0 - 6.0 years

2 - 3 Lacs

gurugram

Work from Office

We are looking for a highly motivated and experienced Field Sales Executive to join our team in the stock market sector. The ideal candidate will have 2-6 years of experience in sales, preferably in the financial services or banking industry. Roles and Responsibility Open Demat accounts for clients and generate brokerage revenue. Provide hand-holding to clients during initial phases and handle sales promotion activities. Connect with clients through calls or visits to advise on investment products like equity, MFs, LAS, SIP, and derivatives. Regularly coordinate with BM/TM and provide new and inactive client services/meetings. Generate leads through personal contacts or officials, including ...

Posted 1 month ago

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Relationship / Acquisition Manager Peerless Securities

0.0 - 4.0 years

0 Lacs

kolkata, west bengal

On-site

As a candidate applying for the position, you should have a Graduate/Post Graduate degree along with NISM certification. Your age is not a bar for the right candidates. While experience in Securities/Finance market is preferred, freshers are also welcome to apply. Desired Personal Qualities: - Knowledge on Equity Trading, Commodities, Mutual Funds, and Demat Services - Strong presentation, communication, and influencing skills - Enthusiastic, energetic, and capable of working in a dynamic environment - Exhibit entrepreneurial zeal - Thorough understanding of Financial Markets Responsibilities: - Client Acquisition - Revenue Generation - Business development through customer service - Client ...

Posted 2 months ago

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HOD - Wealth FINKEDA

14.0 - 18.0 years

0 Lacs

haryana

On-site

You are invited to apply for the position of Head of Department for Wealth Profile (Sales) at our company. As a seasoned professional with over 14 years of experience in mutual funds, demat services, and fixed deposits, you will have the opportunity to lead and spearhead our new wealth management division. Your key responsibilities will include establishing and growing our wealth management vertical, bringing together a dedicated team to drive success, and developing strategic plans for mutual funds, fixed deposits, and demat services. To qualify for this role, you should hold a Bachelor's degree in Finance, Business, Economics, or a related field (a Masters degree is preferred). Additionall...

Posted 4 months ago

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