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1.0 - 6.0 years
1 - 5 Lacs
mumbai, pune
Work from Office
Please find below Job description for the Relationship Manager Dealing role Location-Mumbai & Pune JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop ...
Posted 4 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
parbhani, ahmednagar, amravati
Work from Office
Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a lo...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
anantapur, hindupur, dharmavaram
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 month ago
1.0 - 4.0 years
1 - 6 Lacs
nagpur, nashik, pune
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 1 month ago
1.0 - 4.0 years
1 - 5 Lacs
ahmedabad, rajkot, surat
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 month ago
2.0 - 4.0 years
2 - 3 Lacs
nagpur, navi mumbai, pune
Work from Office
To meet sales targets, appoint, develop, and oversee a sales staff Create and implement sales strategies Increase the size of our client’s network Establish trusting bonds with clients Examine sales information to boost output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Kajal-8758802172} M- kajal.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 1 month ago
1.0 - 5.0 years
2 - 6 Lacs
chennai, tiruchirapalli, bengaluru
Work from Office
Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales & Equity Dealer Locations - Bangalore, Chennai, Trichy ctc - Sales 2.5 to 4.5 lacs, exp 1 to 5 years ctc - Equity Dealer 2.5 to 4.5 lpa, exp 1 to 5 years Required Candidate profile for Sales/Sr sales -Managing portfolio of clients and mutual fund sales for equity dealer- book orders on behalf of clients & cross selling Contact Anitha on 9869504403 or Email qrn.anitha@gmail.com
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
chennai
Work from Office
Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
chennai
Work from Office
1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
hyderabad
Work from Office
Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
hyderabad
Work from Office
1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
hyderabad
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
bengaluru
Work from Office
Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
bengaluru
Work from Office
1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
bengaluru
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
kolkata, ranchi, raipur
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 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.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
mumbai, thane, pune
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit 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.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
pune, mumbai (all areas)
Work from Office
1.Self-starter and energetic individual & Sales focus in achieving defined targets 2.Stability - Min 1.5 - 2 years casa sales in the current org/ role 3.Good communication and problem-solving skills 4. CASA handling, Liabilities product handling. Required Candidate profile 1.Graduate with 2-4 years of relevant experience (in CASA Sales). 2.Must have handled portfolio.
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Role & responsibilities New Client Acquisition Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Revenue generation revenue to be generated from the all the products from sourced accounts Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships. Preferred candidate profile Educational Qualifications: Graduate with minimum 50% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity o Age: Max 30 Send cv directly on- manali.mendadkar@motilaloswal.com
Posted 1 month 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 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
pune, nashik, thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Department: Broking Channel Designation: Branch Dealer Grade: E1/ E2 Assistant Manager OR Deputy Manager Years of Exp: 1 to 4 yrs CTC- upto-5 LPA + incentive + Other benefit Roles: 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. 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. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business....
Posted 1 month ago
3.0 - 8.0 years
8 - 15 Lacs
chennai
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 1 month ago
2.0 - 5.0 years
3 - 3 Lacs
mathura, agra, greater noida
Work from Office
Assist in training & developing newly onboarded agent Maintain sales data & provide regular performance report Conduct regular field visit & support agent in client meeting Provide on-field training & sales support to agent 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 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
kolkata, jamshedpur, ranchi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Order punching on behalf of the client 2) Client acquisition 3) Cross selling 4) NISM 8 & Grduation is mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .
Posted 1 month ago
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