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0.0 - 5.0 years
2 - 3 Lacs
srinagar, pathankot, jammu
Work from Office
Job description Dear Candidate, SBICAP Securities is hiring Relationship Officer for our Demat vertical. Locations : Pathankot - Jammu - Srinagar Roles and Responsibilities. Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs • Providing clients with Demo & handhold to initiate trading activities after account opening. • Maintain a list of FAQ by customers and proactively seek clarification • Promote Demat & Trading account. • Selling of third party products Desired Candidate...
Posted 1 month ago
0.0 - 5.0 years
2 - 3 Lacs
hisar, karnal, kurukshetra
Work from Office
Job description Dear Candidate, SBICAP Securities is hiring Relationship Officer for our Demat vertical. Locations : Karnal I Kurukshetra I Hissar Roles and Responsibilities. Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs • Providing clients with Demo & handhold to initiate trading activities after account opening. • Maintain a list of FAQ by customers and proactively seek clarification • Promote Demat & Trading account. • Selling of third party products Desired Candidat...
Posted 1 month ago
1.0 - 4.0 years
2 - 4 Lacs
imphal, ahmedabad, anand
Work from Office
-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 of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 1 month ago
1.0 - 4.0 years
2 - 4 Lacs
ahmedabad, gurugram, anand
Work from Office
-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 of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 1 month ago
4.0 - 9.0 years
8 - 15 Lacs
bangalore rural, bengaluru
Work from Office
Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market tre...
Posted 1 month ago
5.0 - 10.0 years
10 - 19 Lacs
bangalore rural, bengaluru
Work from Office
Role & Responsibilities: Sales Leadership & Revenue Generation Lead and manage the sales performance of Relationship Managers and Advisors to consistently achieve defined KRAs, with a focus on driving revenue across brokerage and financial products. Revenue Analysis & Profitability Management Track and optimize revenue generation by product category, customer segment, and branch location, ensuring sustained profitability at the branch level. Operational Efficiency & Issue Resolution Oversee day-to-day branch operations and act as the escalation point for back-office concerns, ensuring prompt resolution and uninterrupted service delivery. Service Level Compliance Ensure adherence to all prede...
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Responsible for day to day activities related to admission of issuer companies & subsequent app in Admission Cell. Co-ordinate with RTAs/Issuer Companies/Exchanges/market participants & other Dept. Preparing various reports/MIS Required Candidate profile Min 1-6 yrs exp in capital markets in DP-Ops in MII'S Well conversant with depository operations and Dmat Account Opening & Closing Good analytical and verbal & written Communication Skills
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
guwahati
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
jaipur
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...
Posted 1 month ago
0.0 - 4.0 years
0 - 0 Lacs
belgaum, dharwad, gadag
Remote
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role-EquityDealer CTC- upto- 3.5 LPA + incentive + Other benefit BranchDealing 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 graduatewith minimum 1yr exp in Equities(Freshers are also considered) Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call o...
Posted 1 month ago
5.0 - 10.0 years
6 - 16 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
prayagraj, dehradun, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
jalandhar, ahmedabad, rajkot
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
visakhapatnam, rourkela, hyderabad
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
bhubaneswar, kolkata, patna
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
ludhiana, chandigarh, ambala
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. 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 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 1 month ago
4.0 - 8.0 years
0 - 0 Lacs
kanchipuram, tamil nadu
On-site
As a Manager Sales at Geojit Financial Services Ltd, located in Kanchipuram, Tamilnadu, you will be responsible for leading a team of Financial consultants and financial advisors. Your main duty will involve generating revenue through the sales of various financial products such as equity, mutual funds, and bonds. Your key responsibilities will include advising clients on different investment opportunities, promoting products like D-MAT, TRADING, MUTUAL FUND & INSURANCE, prospecting new clients through various channels like cold calling and references, and providing them with necessary investment application forms and assistance in filling them. Moreover, you will be organizing investment aw...
Posted 2 months ago
2.0 - 5.0 years
3 - 3 Lacs
panvel, latur, ahmednagar
Work from Office
Drive sale business development & client relationship management. Conduct sale presentations & product demonstrations. Analyze market trend & sale data for informed decision making. Lead motivate and monitor team performance across multiple location. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances
Posted 2 months ago
0.0 - 5.0 years
1 - 3 Lacs
mumbai, navi mumbai, mumbai (all areas)
Work from Office
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanas...
Posted 2 months ago
1.0 - 3.0 years
0 - 0 Lacs
noida, delhi, faridabad
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 acquisiton 2) Cross selling of third party investment products 3) Revnue generation 4) Grduation is mandatory Kindly reply with an updated CV at apex.tithee@gmail.com if you are interested in the mentioned Job Role, you can call also on 7991538421.
Posted 2 months ago
1.0 - 2.0 years
0 - 0 Lacs
lucknow, kanpur, varanasi
On-site
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 is mandatory Kindly reply with an updated CV at apex.tithee@gmail.com i f you are interested in the mentioned Job Role, you can call also on 7991538421.
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
visakhapatnam, guntur, nellore
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Equity Dealer CTC- upto- 5.5 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 an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 months 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) 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. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...
Posted 2 months ago
 
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