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5.0 - 9.0 years
4 - 6 Lacs
bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 1 week ago
5.0 - 8.0 years
5 - 15 Lacs
mumbai
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 1 week ago
5.0 - 10.0 years
3 - 5 Lacs
bengaluru
Work from Office
1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 9) Achieving the Business target assigned in Terms of, generating revenue, a...
Posted 1 week ago
5.0 - 10.0 years
5 - 15 Lacs
ahmedabad
Work from Office
1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 10) 5 - Years in a Commodit...
Posted 1 week ago
6.0 - 11.0 years
13 - 23 Lacs
mumbai, mumbai (all areas)
Work from Office
Regional Manager-Institutional Sales -Business Development -financial Services -6Years -Mumbai Location Mumbai, Maharashtra, India A high-impact leadership opportunity for seasoned sales professionals! This role offers the chance to drive strategic account management, build strong CXO-level relationships, and lead business growth within Private Equity, Alternate Funds, and Banking sectors. If you thrive on consultative selling, relationship management, and creating value-driven solutions, this is the perfect next step in your career. Your Future Employer A global leader in financial services, recognized for its thought leadership, innovation, and commitment to client success. With a strong p...
Posted 1 week ago
0.0 - 3.0 years
5 - 8 Lacs
mumbai, maharashtra, india
On-site
About the Job: Handling different stages of client/product life cycle across stages - KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations etc. Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build / enhance controls to prevent future escalations Participate in Middle Office / group level initiatives Responsible for ensuring Process documentation is maintained in an updated f...
Posted 1 week ago
7.0 - 10.0 years
7 Lacs
asansol
Work from Office
Prospecting for new clients Provide market insights to clients Suggest trade and investment recommendations Confirm with client TRAQS- Trade Code , Rate, Quality and Scrip Activation of clients who are dormant Required Candidate profile Understands the dynamics of financial business Help effectively execute trades and provide value added services to clients
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
As a Stock Market Trainer, your primary responsibility will be to educate individuals on stock market fundamentals, technical analysis, derivatives, trading psychology, and investment strategies. You will be tasked with designing and delivering engaging training sessions that are interactive and informative. Your role will involve creating curriculum modules, assignments, and practice sessions that are aligned with current market trends. It is essential to stay updated with the latest market developments and incorporate real-time examples in your sessions. Additionally, you will be required to assess student performance and offer personalized guidance, along with conducting workshops or Q&A ...
Posted 2 weeks ago
8.0 - 13.0 years
8 - 13 Lacs
noida, new delhi, gurugram
Work from Office
Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
gujarat
On-site
You will be responsible for trading in equity or commodity terminal. This includes tasks such as mass file downloading, reading research reports, and opening limits for special clients. Additionally, you will be involved in trading activities, follow-up with dormant and prospective clients, trade confirmations, and business development tasks like new client acquisition, service calls, and marketing activities. Reporting to the branch manager, you will also handle any other service activities or follow-up work related to business development. Your main focus will be on acquiring new clients for equity, commodity, currency, IBT, derivatives, and TP.,
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As a Corporate Salesperson at our company, you will be a seasoned professional applying in-depth disciplinary knowledge to contribute to the development of new techniques and processes. Your role will involve integrating subject matter expertise within a defined area, requiring an understanding of how areas collectively integrate within the sub-function and contribute to the overall business objectives. You will be evaluating moderately complex issues with substantial potential impact, utilizing analytical skills to filter and prioritize information from multiple sources. Your responsibilities will include selling separate account services or finance products directly to Corporate clients, a...
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
pune, maharashtra
On-site
You should have 5-8 years of experience in credit risk, demonstrating a strong domain understanding of wholesale credit risk. As part of your job duties, you will support the Risk team of global banks in the credit risk review program. This role requires a deep credit domain and sector expertise, as well as an understanding of banks" policies and procedures. You will be responsible for developing and obtaining approval for monthly/quarterly review plans in accordance with the bank's risk review program standards. This includes ensuring sufficient coverage of key credit assessment processes and governance activities for portfolios. Your responsibilities will also involve developing review tem...
Posted 2 weeks ago
4.0 - 9.0 years
0 Lacs
chennai, tamil nadu
On-site
At EY, you'll have the opportunity to shape a career that aligns with your individuality, leveraging global resources, support systems, an inclusive environment, and cutting-edge technology to empower you to reach your full potential. Your distinctive voice and insights are valued as we look to enhance EY's offerings and operations. By joining us, you can craft a rewarding journey for yourself while contributing to a more sustainable and prosperous working world for all. As a WAM Fund Accounting Business Analyst specializing in the Eagle Platform, your role will involve managing and implementing innovative solutions for clients. Your success in this position will depend on your ability to re...
Posted 2 weeks ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
You are a strategic thinker passionate about driving solutions in Valuation Control. You have found the right team. As an Analyst in our Valuation Control team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of valuation processes. Our Valuation Control team is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management, Consumer & Community Banking (CCB), and Commercial Banking (CB). Clients of the gro...
Posted 2 weeks ago
9.0 - 14.0 years
5 - 15 Lacs
mumbai, gandhinagar, thane
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@gmail.com
Posted 2 weeks ago
0.0 - 2.0 years
0 - 2 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Shift Timings - Fixed Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role o...
Posted 2 weeks ago
0.0 - 2.0 years
0 - 2 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Shift Timings - Fixed Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role o...
Posted 2 weeks ago
1.0 - 3.0 years
2 - 5 Lacs
mumbai
Work from Office
Were looking for skilled graphic designer to join our team Youll be designing and creating collaterals that comply with brand guidelines, as well as presenting ideas, concepts, and design solutions to various stakeholders Youll fit right in if youre a self-starter with great creative ideas and exceptional attention to detail
Posted 2 weeks ago
1.0 - 4.0 years
3 - 7 Lacs
ahmedabad
Work from Office
Tracom Stock Brokers is looking for Equity / F&O Dealer to join our dynamic team and embark on a rewarding career journey Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading...
Posted 2 weeks ago
5.0 - 9.0 years
5 - 15 Lacs
ahmedabad
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur...
Posted 2 weeks ago
7.0 - 11.0 years
20 - 35 Lacs
chandigarh
Work from Office
1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...
Posted 2 weeks ago
5.0 - 8.0 years
5 - 15 Lacs
bengaluru
Work from Office
1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Surat,Ahmedabad,B...
Posted 2 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 2 weeks ago
7.0 - 11.0 years
20 - 35 Lacs
mumbai
Work from Office
1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...
Posted 2 weeks ago
5.0 - 7.0 years
8 - 10 Lacs
bengaluru
Work from Office
1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite...
Posted 2 weeks ago
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