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1 - 5 years
2 - 4 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775
Posted 2 months ago
0 - 3 years
2 - 3 Lacs
Hyderabad
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 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 29 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 walkin 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
Posted 2 months ago
2 - 7 years
2 - 6 Lacs
Vadodara, Surat
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 whstaap 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 months ago
5 - 10 years
6 - 16 Lacs
Pune, Delhi NCR, Mumbai (All Areas)
Work from Office
Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797
Posted 2 months ago
1 - 6 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 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.
Posted 2 months ago
1 - 6 years
1 - 6 Lacs
Delhi NCR, Noida, Jaipur
Work from Office
Key Responsibilities: Order Execution: Placing orders on behalf of customers in the equity, derivatives, and other financial markets. Advisory Services: Providing market insights and investment advice to clients, including Super HNI clients. Client Relationship Management: Building and maintaining strong relationships with clients, understanding their investment needs and providing tailored solutions. Client Acquisition: Identifying and acquiring new clients for broking and equity-related products. Product Knowledge: Possessing a strong understanding of various financial products, including equity, derivatives, mutual funds, and insurance. Cross-selling: Actively promoting and cross-selling third-party investment products to clients. Terminal Management: Managing trading terminals and ensuring smooth order execution. Preferred Skills and Qualifications: Education: Graduate degree preferred. Experience: 1+ years of experience in the financial services industry, particularly in broking or trading. Certifications: NISM VIII (Equity Derivatives) certificate is mandatory. Skills: Strong communication, interpersonal, and analytical skills. Knowledge: Deep understanding of the stock market, trading platforms, and financial products. Kindly reply with an updated CV at apex.jessyhr@gmail.com if you are interested in the mentioned job role, you can also call on 7052750740.
Posted 2 months ago
0 - 3 years
2 - 3 Lacs
Srikakulam, Visakhapatnam, Vizianagaram
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 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:- 28 Years Location Visakhapatnam - Chinamushidiwada, Kancharapalem, Vizianagaram Garividi , Srikakulam 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 mail your resume on Padala.Prabhakararao@sbicapsec.com or whats app CV on 9502039229
Posted 2 months ago
1 - 3 years
2 - 5 Lacs
Tumkur, Visakhapatnam, Vijayawada
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Equity Dealer CTC- upto-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 - 8 years
5 - 10 Lacs
Tirupati, Chennai, Bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation: Branch Manager Years of Exp: 5 to 7 yrs CTC- upto 10 LPA+ Incentive + other benefit Role: Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity base investment products ,with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer/equity advisors & 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. Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch Provide regular updates to the immediate superior as and when required. Skills: Graduate / Post graduate with overall experience of 4- 6 yrs Minimum 1 year of team handling experience Should possess strong networking & relationship building skills Role & responsibilities Kindly reply with an updated CV at apex.pragati@gmail.com i f you are interested in the mentioned Job Role, you can call also on 7752865344
Posted 2 months ago
1 - 6 years
2 - 6 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. 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, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.
Posted 2 months ago
1 - 6 years
5 - 6 Lacs
Vadodara, Ahmedabad
Work from Office
Dear Candidate, Urgent opening with leading broking firm. CTC - Upto 6.5 LPA Location : Ahmedabad & Baroda Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Parbhani, Ahmednagar, Amravati
Work from Office
Relationship Manager Dealing Interested candidates can share cv on divya.chawla@religare.com or call on 8169023289 Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organizational and planning skills. • Willingness to travel for client meetings and conferences when required.
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
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
Posted 2 months ago
3 - 8 years
4 - 5 Lacs
Bengaluru
Work from Office
Job description Role & responsibilities Note: Demat Sales Experience is Mandatory 1 years Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. 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. Candidates from Banca or Broking background only. required. Qualification: Graduation/Post Graduation. Preferred candidate profile 1-2 yrs of team handling experience in Banca channel or Broking channel. Male candidates are preferred Perks and benefits Good incentives and bonus Interested Candidates can call ABIN (HR) 9486375824 abin.m5@sbicapsec.com
Posted 2 months ago
0 - 5 years
1 - 3 Lacs
Delhi NCR, Delhi, Noida
Work from Office
ICICI Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive Process:- (Chat/Voice Process) Note:- Work From Office. Salary :- 1.80 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium Voice/Chat process for enterprise business (Customer Service) Graduate Fresher & experience ( Chat/ Voice Customer service Exp ) can apply. Flexible to work in any shift Rotational . Working days 6 days working. Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off Cab Facility available
Posted 2 months ago
0 - 5 years
1 - 3 Lacs
Howrah, Hugli, Kolkata
Work from Office
HDFC Bank is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive (Voice/Chat/Blended Process) Process:- Voice/Non Voice Process. Note:- Work From Office. Salary :- 1.50 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium voice process for enterprise business of our telecom partner (Customer Service) Grad with Relevant experience ( Calling/Customer service Exp ) mandate . Flexible to work in any shift Rotational . Working days 6 days working Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off 24/7 Rotational Shifts (Male & Female both)
Posted 2 months ago
0 - 3 years
2 - 3 Lacs
Tirupati, 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 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:- 28 Years Location Sullurupeta, Naidupeta, RAYACHOTI, RAYACHOTI TOWN, Madanapalle, Rajampet, Nellore & Tirupathi 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 email your resume on Bhimavarapu.Rao2@sbicapsec.com or whats app CV on 9849584922
Posted 2 months ago
2 - 5 years
3 - 5 Lacs
Pune, Hyderabad, Mumbai (All Areas)
Work from Office
- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Thane
Work from Office
Role & responsibilities:- Digital client acquisition using LMS on provided leads Ensure the clients downloads our mobile application and complete the KYC process Opening the Demat Account.
Posted 2 months ago
1 - 6 years
3 - 8 Lacs
Delhi NCR, Delhi, Noida
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 Anjali.lard@nirmalbang.com Contact: +91-9012833323 Regards, Anjali HR Team Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 www.nirmalbang.com Join us in shaping the future of finance!
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Hubli, Bengaluru, Bangalore Rural
Work from Office
Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Bangalore And Hyderabad Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371
Posted 2 months ago
1 - 4 years
1 - 4 Lacs
Mumbai Suburbs, Thane, Mumbai (All Areas)
Work from Office
Job Description: Digital Acquisition Manager (Demat Account Opening) Company : JM Financial Services Process : Outbound Demat Account Opening (BlinkX Application) Designation : Digital Client Acquisition Location : Thane Shift : 9:00 AM to 6:00 PM (Rotational Week Off) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. Key Skills and Qualifications: Communication Skills : Strong verbal and written communication abilities, with the ability to explain financial concepts in a clear and simple manner. Understanding of Financial Products : Basic knowledge of Demat accounts, stock markets, and investment terms such as Nifty 50, Sensex, Stocks, etc. Tech-Savvy : Comfortable using mobile applications and basic digital tools to facilitate the account opening process. Customer Focused : Ability to build rapport with clients and guide them through the account opening process. Target-Driven : Able to meet daily, weekly, and monthly targets with a focus on performance and quality. 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 Ashwini : 9923656681
Posted 2 months ago
1 - 5 years
2 - 4 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja:7796426801
Posted 2 months ago
0 - 3 years
2 - 3 Lacs
Adilabad, Nirmal
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 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:- 28 Years Location Adilabad Town & Nirmal 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 whats app your resume on rohini.h@sbicapsec.com or whats app CV on 9849460623
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Bengaluru, Bangalore Rural, Hyderabad
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash-9156902218
Posted 2 months ago
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