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1.0 - 3.0 years
1 - 5 Lacs
Nagpur, Nashik, Pune
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit 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, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 5 days ago
1.0 - 6.0 years
2 - 5 Lacs
Nagpur, Hyderabad, Bengaluru
Work from Office
JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)
Posted 6 days ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
JD for Sales RM/Dealer Candidate will be responsible for direct sales of demat accounts and brokerage Responsible for generating revenue and cross sale product like MF and PMS Candidate will be responsible for new client’s lead generation
Posted 6 days ago
2.0 - 7.0 years
2 - 7 Lacs
Thane, Goregaon, Mumbai (All Areas)
Work from Office
Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. 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. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory
Posted 6 days ago
1.0 - 6.0 years
2 - 7 Lacs
Prayagraj, Varanasi, Lucknow
Work from Office
Role & responsibilities Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer Preferred candidate profile Minimum 1 years experience.
Posted 1 week ago
1.0 - 6.0 years
2 - 7 Lacs
Saharanpur, Dehradun
Work from Office
Role & responsibilities Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer Preferred candidate profile Minimum 2 years experience.
Posted 1 week ago
5.0 - 10.0 years
5 - 12 Lacs
Hyderabad
Work from Office
Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team members. Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets. Ensure compliance as per various regulator and organization guidelines. Cross Selling of Third Party Products- LI, MF, FD, Bonds etc Candidate should have overall experience of around 10-15 years in the desired role with team management experience of min 5years Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification Team managing/handling in the current experience is a must Reporting to Regional Director Team Handling/ Playing Captain Yes Recruiter Details dhikshitha karingula 9652306297
Posted 1 week ago
3.0 - 8.0 years
15 - 25 Lacs
Bangalore Rural, Bengaluru
Work from Office
Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office
Posted 1 week ago
2.0 - 7.0 years
3 - 8 Lacs
Chandigarh, Ambala
Work from Office
Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Aurangabad
Work from Office
Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.unnati@gmail.com if you are interested for the mentioned Job Role. you can call also on 9506943818
Posted 1 week ago
5.0 - 10.0 years
4 - 9 Lacs
Ludhiana, Chandigarh, Visakhapatnam
Work from Office
Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. 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. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.
Posted 1 week ago
2.0 - 7.0 years
5 - 7 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998
Posted 1 week ago
2.0 - 7.0 years
5 - 7 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998
Posted 1 week ago
1.0 - 6.0 years
2 - 7 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Bhubaneswar, Kolkata, Patna
Work from Office
Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 8910750091 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter
Posted 1 week ago
7.0 - 12.0 years
10 - 15 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Demat(i.e. Trading Accounts acquisition) Cold calling (i.e. Willing to work in open Market) Responsible for identifying customer needs, assessing their risk appetite and providing them Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-5.5 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Cross selling third party products. 5) New Client Acquisition 6) NISM 8 certification is mandatory 7) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can call also on 6394266681
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
ROLES & RESPONSIBILITIES: - Acquire clients per month through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Preferred Candidate Profile: Minimum 1 Year experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709
Posted 2 weeks ago
2.0 - 7.0 years
2 - 6 Lacs
Surat, Vadodara
Work from Office
As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.
Posted 2 weeks ago
2.0 - 3.0 years
4 - 5 Lacs
Ahmedabad
Work from Office
Executive in Demat Division NSDL Location: Ahmedabad Experience: 2 - 3 Years Expand Job Details Duties & Responsibilities: Monthly, Quarterly, Half yearly, yearly Report submissions to NSDL Downloading and submitting NSDL PMLA report Modification and verification of Accounts, DIS slip, and DRFs Checking and reporting Grievance every month Preparation of MIS Pay-in & Pay-out BuyBack & Early Pay-in Qualifications: Experience in capital market preferably in DP/RTA or broking firm. Good communication skills. Proficient in Microsoft Excel, Word. NCFM DP Module certified preferred Salary: Best in Industry *Additional incentives based on Performance Apply Now
Posted 2 weeks ago
3.0 - 8.0 years
15 - 25 Lacs
Bangalore Rural, Bengaluru
Work from Office
Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office
Posted 2 weeks ago
2.0 - 7.0 years
10 - 15 Lacs
Chennai, Bengaluru
Work from Office
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. 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 Saumya: 8263043709
Posted 2 weeks ago
1.0 - 2.0 years
2 - 4 Lacs
Noida, New Delhi
Work from Office
Dear Concern, Greeting for the Day! mastertrust is one of the leading financial services groups in India with a strong belief in nurturing investment culture. Currently we are looking for the role of Equity Dealer” for our corporate office situated at “Delhi- Barakhamba Road” Experience - 2-3 years Job Details To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions based on their profiling. Advice clients on products of the company & cross sell the products. Addressing client queries, work on reactivation of the clients. Focus on revenue generation. NISM VIII and I certification is mandatory. Skills Required Must possess experience in same industry. Good Communication - Verbal & Non-Verbal Self-Motivated. Graduate Please share your CV at pratima.suyal@masertrust.co.in or call me at 9870557180
Posted 2 weeks ago
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