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0.0 - 3.0 years

2 - 3 Lacs

Kochi

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Job Title: Customer Support Executive Financial Markets (Voice Process) Company: Leading Financial Services Company Location: Padivattom, Kochi Experience: 0 to 2 Years Education: Any Graduate (Bachelor's Degree mandatory) Salary: 2.5 LPA - 4.5 LPA Industry: Financial Services / Broking Functional Area: Customer Success, Service & Operations Role Category: Voice / Inbound Employment Type: Full Time, Permanent Job Description We are hiring passionate and energetic professionals for a Customer Support Executive role in the financial services domain. The role involves direct client interaction, trade support, and customer query resolution over voice and email channels. Key Responsibilities: Assist clients in executing trades in equities, derivatives, commodities, and currency markets. Handle inbound calls and respond to customer queries regarding products, services, and account details. Provide accurate information and resolve client complaints and concerns promptly. Educate clients on trading procedures, account opening, and usage of platforms. Maintain service quality standards and ensure customer satisfaction. Record customer interactions, issues, and resolutions in the CRM system. Coordinate with internal teams (Sales, Operations, Compliance) for client issue resolution. Stay updated with company products, services, market movements, and regulatory norms. Ensure all trade-related client interactions comply with regulatory and internal guidelines. Desired Candidate Profile: Excellent communication skills Must be fluent in English and at least one regional language. Knowledge of capital markets, trading, and investment instruments is a plus. Strong analytical and convincing skills. Should be proactive, customer-oriented, and detail-focused. To Apply : Jackson J Phone-9544316657 Email - jackson.j@skillactz.com

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1.0 - 6.0 years

2 - 5 Lacs

Guwahati, Tinsukia, Jorhat

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• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customers • Lead Closing • Handle the walk-in customer through tie-up Banks Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 and to 38 years

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3.0 - 5.0 years

5 - 7 Lacs

Mumbai

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The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Associate Process Manager Roles & responsibilities: Experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc Escalate issues to client and internal managers to bring issues to their attention promptly Independently handle clients and client calls establish self as a valued partner Help knowledge management endeavour by sharing process knowledge and best practices within the teams Have a thorough understanding of the clients business and related parties to monitor clients activities for unusual transactions Functional & Technical Skills: Bachelor's Degree in B. Com /BBM or Masters Degree in M.Com/MBA/PGDM 3 to 5 years of experience in handling a team of a minimum of 20 members with experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 6 to 10 years

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1.0 - 3.0 years

1 - 4 Lacs

Ahmedabad, Rajkot, Vadodara

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 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.

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1.0 - 3.0 years

3 - 5 Lacs

Bhuj

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Relationship Manager-Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks Equal blend of service and sales orientation In the absence of equality, sales orientation as a skew will be acceptable Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered

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1.0 - 3.0 years

3 - 5 Lacs

Ahmedabad

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Relationship Manager-Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks Equal blend of service and sales orientation In the absence of equality, sales orientation as a skew will be acceptable Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered

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1.0 - 6.0 years

1 - 4 Lacs

Ahmedabad, Rajkot, Surat

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Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - 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 long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource

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1.0 - 3.0 years

3 - 5 Lacs

Mumbai

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Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

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1.0 - 6.0 years

3 - 5 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Broking (B2B sales) Locations : Mumbai- Kalyan Bangalore Delhi- CP Key Responsibilities: Build and maintain strong relationships with Authorized Partners (APs). Drive business growth and enhance partner revenue. Provide training, mentoring, and activation support for business partners. Ensure compliance with regulatory and procedural standards. Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading. Engage, motivate, and develop business partnerships. Deliver service excellence and meet key business KPIs. Requirements: Minimum 1 year of experience in broking/financial markets. Strong communication & relationship management skills. Good knowledge of financial markets & trading. Comfortable working in a target-driven environment. Interested candidates can share their updated resume on career@prudentcorporate.com

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1.0 - 6.0 years

3 - 8 Lacs

Noida, New Delhi, Delhi / NCR

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We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. 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!

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0.0 - 4.0 years

2 - 5 Lacs

Kollam, Chennai, Thiruvananthapuram

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Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Role & Responsibilities Promote and sell third-party financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Generate new client leads through cold-calling, referrals, walk-ins, and scheduled appointments . Cross-sell relevant financial products to existing clients to enhance wallet share. Provide clients with market insights , research reports, and updates on NFOs/IPOs . Assist clients in filling investment forms , documentation, and ensure accurate transaction processing. Maintain regular follow-ups and provide after-sales service to ensure client satisfaction and retention. Support branch-level promotional activities, seminars , and events to drive brand visibility and lead generation. Ensure accurate reporting of daily sales activities and maintain records in the back-office systems. Collaborate with the branch team to achieve individual and collective AUM & revenue targets . Preferred Candidate Profile Bachelor's degree from a recognized university ( mandatory ). 0 -5 years of experience in financial services or direct sales (Freshers with certifications encouraged). Must hold valid certifications: NISM Series V-A: Mutual Fund Distributor (mandatory) Financial Advisory Module Security Operations and Risk Management Excellent communication and interpersonal skills. Sales-focused mindset with a passion for client servicing and financial advisory. Quick learner, self-motivated, and adaptable to a target-oriented environment . Local language fluency is an added advantage (Tamil for TN & Malayalam for Kerala) Job Locations Kerala Branches (All Districts): Ernakulam Region: Aluva, Angamaly, Chalakudy, Kalady, Edappally, Kochi, Thevara, Kalamassery, Piravom Thrissur/Palakkad Region: Irinjalakuda, Wadakanchery, Thrissur (Round North, Round South, Kokkala), Kunnamkulam, Chentrappinni, Pattambi, Pathirippala, Vadakkenchery, VictoriaPalakkad Malappuram/Wayanad: Perinthalmanna, Nilambur, Ponnani Calicut/Kannur/Kasaragod Region: Kozhikode, Calicut, Koyilandy, Kuthuparamba, Thaliparambu, Kannur, Talassery, Payyannur, Kasaragod Kottayam & South Central Kerala: Kottayam (K.K. Road, Nagampadom), Pathanamthitta, Thiruvalla, Konny, Kayamkulam Trivandrum/Kollam Region: Kollam, Kottiyam, Anchal, Neyyattinkara, Karamana (TVM), Attingal, Varkala Job Locations Tamil Nadu & Pondicherry Branches: Chennai Region: Chennai, Kanchipuram, Tiruvannamalai, Vellore, Villupuram, Pondicherry Coimbatore & Surrounding Areas: Coimbatore, TVS Nagar, Sulur, Vadavalli, Palladam, Kangeyam, Cumbum, Avinashi Madurai/South Tamil Nadu: Madurai, Kovilpatti, Aruppukottai, Sankarankoil, Ramnad, Ambasamuthram Western TN: Athur, Sathyamangalam, Erode Trichy/Delta Region: Trichy, Thiruverumbur, Tiruvarur, Nagapattinam, Ariyalur Salem Region: Salem (Shevapet, Gugai – Salem) Southern Coast: Tuticorin, Virudhachalam, Kallakurichi To Apply: Jackson – +91 95443 16657 Email: jackson.j@skillactz.com

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1.0 - 6.0 years

2 - 6 Lacs

Mumbai, Thane, Navi Mumbai

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI 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.darshil@gmail.com if you are interested in the mentioned Job Role. you can also call on 8127854413 (whatsapp)

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1.0 - 6.0 years

2 - 6 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Dear Candidate, Greetings from "APEX SERVICES" 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

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1.0 - 6.0 years

3 - 8 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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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

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1.0 - 6.0 years

2 - 3 Lacs

Varanasi

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Responsibilities: * Generate brokerage through cross-selling & third party products. * Contribute to revenue growth through new client acquisition & mutual fund sales. * Manage demat services & equity broking activities. Annual bonus Provident fund

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0.0 - 3.0 years

2 - 3 Lacs

Medak, Hyderabad, Zahirabad

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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 will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED 2nd Floor, Kamadhenu Building, Rockdale Compound, Somajiguda, Hyderabad 500082. next to Eenadu Building Khairtabad

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1.0 - 6.0 years

2 - 7 Lacs

Pune, Ahmedabad, Surat

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Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge

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1.0 - 6.0 years

1 - 3 Lacs

Bhuj, Gandhidham, Rajkot

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*Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues • Handle walk in customers

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0.0 - 2.0 years

0 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Hiring for fresher in Mumabi Role & responsibilities Outbound calls and provide services to client Preferred candidate profile NISM 8 will be extra benefit

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0.0 - 3.0 years

2 - 3 Lacs

Visakhapatnam, Parvathipuram, Srikakulam

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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 will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year/2023/2024 /2025 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBICAP Securities Ltd 603, 5th Floor, 47/11/16, Grand Palace, Beside Hotel Sarovar, 1st Lane Dwaraka Nagar, Visakhapatnam- 530016

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1.0 - 4.0 years

3 - 6 Lacs

Patna

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About The Role 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 acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

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1.0 - 4.0 years

2 - 3 Lacs

Pune

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

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1.0 - 4.0 years

2 - 3 Lacs

Bengaluru

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

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1.0 - 4.0 years

2 - 3 Lacs

Rajkot

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

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1.0 - 6.0 years

1 - 4 Lacs

Pune, Mumbai (All Areas)

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Hiring for Key Account Manager Role & responsibilities Looking for a professional to manage and grow investment business from an existing bank customer base. The role involves selling equity-based investment products, achieving sales targets, and working closely with the bank team to ensure client engagement. Candidate will also focus on client servicing and generating referrals from the banks channel. Preferred candidate profile 1 year experience in needed in demat

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