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0.0 - 1.0 years
3 - 4 Lacs
Mohali
Work from Office
Are you someone who understands how stock market scams unfold Can you speak confidently with traders, understand their concerns, and help them take the right steps must have knowledge about stock market , sebi and scams
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Bhubaneswar, Kolkata
Work from Office
Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Pune, Ahmedabad, Rajkot
Work from Office
Company Name :- SMC Global Securities Limited Job Role:- Relationship Manager - Dealer Location:- Ahmedabad, Rajkot & Pune Job Responsibilities:- Business/ Operational/ Functional/ Financial Perspective: - Execute the orders on behalf of clients by doing pre trade post trade confirmation. - 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 - Sales, by supporting their sales efforts to enhance business. - Responsible to ensure all activities are in adherence as per Compliance. - Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - Responsible for reactivation of dormant clients. - Ensure growth in clientele by converting leads. Qualification :- Any Graduation degree + NISM VIII Certification
Posted 1 month ago
1.0 - 2.0 years
4 - 4 Lacs
Gurugram, Delhi / NCR
Work from Office
Position: Equity Derivative Dealer Location: Gurugram Sector 39 (Near Huda city Metro station) Experience: 0 to 1+ year in a relevant field (Share Market) Must have NISM SERIES VIII, Equity and Derivative Certificate Qualification: Graduate / Post Graduate {Good in Mathematics} Salary- Up to 4.20 Lac +Incentive Performance Increments+ Yearly Bonus+ PF+ Corporate Medical Insurance. Responsibilities: Fast execution of orders manually on NOW/NEST/NEAT Able to see the overall direction of the market and make trades accordingly. Following the trading rules in carrying out daily trading operations. Trading on the allocated Strategy and exploring various opportunities. Communicating with other team members regarding trading positions and trading Setup Maintaining trading diaries and net positions on daily basis (at end of the day Must have NISM SERIES VIII, Equity and Derivative Certificate Must have good speed at the terminal Must be good with Number crunching. Good typing Speed
Posted 1 month ago
2.0 - 7.0 years
6 - 11 Lacs
Kolkata, Hyderabad, Delhi / NCR
Work from Office
Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
Kolkata, Chennai, Bengaluru
Work from Office
Retail- RM - Equity Advisor Location: Chennai, Bangalore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Mail your resume rpal_pss@geniusconsultant.com OR Apply Here! Follow for more job updates! https://www.linkedin.com/in/rupendra-profile
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 8422827225 or share CV on shweta.rajput@tradebulls.in
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
Ahmedabad
Work from Office
1. Evaluating and assisting in achieving the Teams Targets. 3. Accomplishment of Account opening targets of Relationship Manager, Assistant Relationship Manager, and Senior Relationship Manager. 4. Number of corporate tie-ups and HNI lead generated Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on shweta.rajput@tradebulls.in or WhatsApp on 8422827225
Posted 1 month ago
2.0 - 4.0 years
3 - 6 Lacs
Ernakulam, Mangaluru, Bengaluru
Work from Office
Client Management: Handle high-net-worth clients by addressing their investment needs and offering personalized trading solutions. Activation and Revenue Generation: Activate new client accounts and drive revenue growth through strategic trading activities. Cross-Selling: Promote and sell additional investment products, including Mutual Funds, Portfolio Management Services (PMS), Non-Convertible Debentures (NCDs), Corporate Bonds, and other financial products. New Client Acquisition: Identify and acquire new clients to expand the client base and increase market share. Building MTF Book: Develop and manage a portfolio of Margin Trading Facility (MTF) accounts to support business expansion.
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
Bharuch, Ahmedabad
Work from Office
•Responsible for cross selling like Insurance, Mutual Fund, PMS, SIPs, IPOs to the existing customers Achieve healthy revenues as well activation of trading account of clients. •Responsible for Handling HNI Clients and understand market dynamics Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.
Posted 1 month ago
4.0 - 9.0 years
5 - 10 Lacs
Mumbai, Pune, Ahmedabad
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 month ago
2.0 - 7.0 years
1 - 4 Lacs
Lucknow, Jaipur, Delhi / NCR
Work from Office
Job Description : Execute the orders on behalf of lients. 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. Share updated Cv : Kavita.vishwkarma1@religare.com
Posted 1 month ago
0.0 - 3.0 years
3 - 5 Lacs
Guwahati, Siliguri
Work from Office
LOOKING FOR FRESHERS WITH NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER * *** Fresher with NISM VIII****** Location - Guwahati, Siliguri, Shillong CTC Budget - As per Company standard Experience - 0 to 2 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their updated cv manasi.s@sbicapsec.com or contact on 7736562628
Posted 1 month ago
1.0 - 6.0 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 1 month ago
0.0 - 3.0 years
3 - 5 Lacs
Guwahati, Siliguri, Shillong
Work from Office
Greetings from SBI SECURITIES LTD ..!!!! We have Opening of Equity Dealer in our organization * *** Fresher with NISM VIII****** Location - Guwahati, Siliguri, Shillong CTC Budget - As per Company standard Experience - 0 to 2 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their updated cv anuradha.das@sbicapsec.com or contact on 8697730260 HRD
Posted 1 month ago
0.0 - 4.0 years
2 - 3 Lacs
Mumbai, Pune, Mumbai (All Areas)
Work from Office
Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number
Posted 1 month ago
4.0 - 8.0 years
8 - 17 Lacs
Ahmedabad
Work from Office
This role involves managing sales, client acquisition, channel development, and ensuring profitability across a range of financial products, including equities and derivatives.
Posted 1 month ago
0.0 - 5.0 years
1 - 4 Lacs
Rourkela, Berhampur, Raipur
Work from Office
Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Sales JOB RESPONSIBILITIES Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments. Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors. Generating leads through cold calling. Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients. Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective. Execute the orders on behalf of clients by doing pre-trade post-trade confirmation. 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 - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in client by converting leads. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768
Posted 1 month ago
1.0 - 4.0 years
4 - 4 Lacs
Siliguri, Rourkela, Sambalpur
Work from Office
Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Experience in Share Market Live Trading is a Must
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
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!
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Title: Relationship Manager Dealing Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customer’s shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Title: Relationship Manager – Dealing 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 organisational and planning skills. • Willingness to travel for client meetings and conferences when required. Interested candidates kindly share updated CV's on tanvi.patil@religare.com
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Kanpur, Lucknow, Delhi / NCR
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI 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 updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 1 month ago
5.0 - 10.0 years
10 - 20 Lacs
Hyderabad
Work from Office
Hello, Komal here from SBES Pvt. Ltd. We are hiring for a leading Financial Services Company Please find the details below Designation :: Sr Advisor PCG Location :: Hyderabad NISM 8 Certification (Mandatory)
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Raiganj, Bardhaman, Durgapur
Work from Office
JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 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 - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Kolkata, Patna, Cooch Behar
Work from Office
JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 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 - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769
Posted 1 month ago
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