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1.0 - 3.0 years
1 - 5 Lacs
jalgaon, ahmednagar, aurangabad
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 -1 days ago
1.0 - 2.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible in calling the database assigned for reactivating inactive clients 2) Out calling the clients for reactivation and solving their queries getting them to start trading and keeping them active. 3) To keep abreast with market knowledge and market intelligence 4) Ensuring all trades are done with customer consent as per dealer conduct on recorded lines 5) Ensuring Quality and Compliance is met on all calls along with the KRA Target set 6) Responsible for Reactivation of Inactive cust...
Posted 1 day ago
1.0 - 4.0 years
2 - 6 Lacs
varanasi, kolkata, bareilly
Work from Office
Execute equity trades on behalf of clients. Monitor market trends, manage client portfolios, Provide investment advice, ensure regulatory compliance, Generate trade reports, maintain client relationships, Achieve daily trading targets.
Posted 2 days ago
3.0 - 8.0 years
9 - 15 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...
Posted 2 days ago
1.0 - 5.0 years
2 - 4 Lacs
lucknow
Work from Office
Responsible for client acquisition, Handling demat/trading accounts, Executing trades, advising on equity & derivatives, Achieving sales targets, and maintaining client relationships. Strong communication & market knowledge required. Revenue Genera Provident fund Gratuity Sales incentives Annual bonus
Posted 2 days ago
3.0 - 8.0 years
3 - 8 Lacs
noida, new delhi, delhi / ncr
Work from Office
Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity 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. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...
Posted 4 days ago
1.0 - 6.0 years
2 - 4 Lacs
guwahati, bhubaneswar, kolkata
Hybrid
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 9558165715
Posted 5 days ago
1.0 - 2.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio...
Posted 5 days ago
1.0 - 3.0 years
0 - 0 Lacs
navi mumbai, kalyan, kharghar
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandatory....
Posted 5 days ago
1.0 - 2.0 years
0 - 0 Lacs
pune
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...
Posted 5 days ago
4.0 - 7.0 years
0 - 0 Lacs
nashik
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Dealing Team leader CTC- upto-9 LPA + incentive + Other benefit Job Responsibilities:- 1) Will e handling a team of dealers 2) Will be responsible for reviewing and evaluating their Performance 3) Experience in dealing and team handling 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 - 3.0 years
0 - 0 Lacs
pune, kolhapur, nagpur
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition- new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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 - 2.0 years
0 - 0 Lacs
pune, bangalore, delhi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...
Posted 5 days ago
1.0 - 3.0 years
0 - 0 Lacs
pune, aurangabad, nagpur
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t 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 - 3.0 years
0 - 0 Lacs
navi mumbai, kalyan, kharghar
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 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) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t 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 - 4.0 years
0 - 0 Lacs
pune, amravati, gandhidham
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...
Posted 5 days ago
1.0 - 3.0 years
1 - 6 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 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 6 days ago
1.0 - 3.0 years
2 - 4 Lacs
pune
Work from Office
WALK in Drive on 28th Oct 2025 and 31stOct 2025 Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship
Posted 6 days ago
0.0 - 5.0 years
2 - 3 Lacs
ahmedabad, vadodara
Work from Office
Interested Candidates can share their cv on rahul.jani@tradebulls.in or WhatsApp on 7016615213.
Posted 1 week ago
0.0 - 4.0 years
2 - 3 Lacs
kolkata, bardhaman, murshidabad
Work from Office
Dear Candidate, We are hiring Relationship officer for Demat Sales across branches of State Bank of India in West Bengal. Candidates who are interested to pursue career in Sales may aply for this job. Job Description: 1. Enquire about a requirement for Demat & Trading Accounts while the customer is waiting to be serviced/ when customer has been serviced. 2. Activating the Demat & Trading account by providing product demonstration. 3. Greet and Re-direct customers to the appropriate counters based on their service needs. 4. Build an understanding of the available products/services to answer general customer quires and share the product brochures/forms with the customers. 5. Maintain a list of...
Posted 1 week ago
0.0 - 3.0 years
1 - 3 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Position: Equity Dealer Location: Andheri Department: Trading Employment Type: Full-time About Us: Choice Group, incorporated in 1992, is a financial institution that finds its legacy in solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Overview: The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong underst...
Posted 1 week ago
0.0 - 3.0 years
2 - 3 Lacs
nellore
Work from Office
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 wi...
Posted 1 week ago
2.0 - 7.0 years
1 - 2 Lacs
greater noida
Hybrid
1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925
Posted 2 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
kolkata, pune, delhi / ncr
Work from Office
Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...
Posted 2 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
kolkata, pune, delhi / ncr
Work from Office
Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...
Posted 2 weeks ago
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