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2.0 - 7.0 years
3 - 7 Lacs
gorakhpur, agra, aligarh
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
lucknow
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 1 month 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
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
4.0 - 6.0 years
4 - 6 Lacs
madurai, coimbatore, erode
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
rajkot, gujarat
On-site
As a Terminal Operator at Frontline Investment & Finance solution, you will be responsible for the following: - Operating terminal preferably in stock broking, mutual funds, insurance, wealth management or equivalent industries - Demonstrating expertise in terminal operations, specifically Odin operator - Utilizing good communication skills to effectively interact with clients - Executing equity dealing tasks efficiently - Engaging in cold calling activities to generate leads - Handling back office responsibilities effectively To qualify for this role, you should meet the following criteria: - Minimum 3 months of relevant experience in the financial services industry - A graduate degree in a...
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
2.0 - 5.0 years
0 - 0 Lacs
delhi, noida, jaipur
On-site
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.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 81768 99035
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
delhi, noida, jaipur
On-site
Dear Candidate, Greetings From APEX SERVICES 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. SKILLS 1) Prior experience of working in a similar set up preferred. 2) Should be willing to work in a target driven role & should be a go better. Kindly reply with an updated CV on apex.lakshita@gmail.com if you are interested in the mentioned job role you can also call on 7991515067
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
3.0 - 8.0 years
3 - 8 Lacs
vapi, mumbai, gandhinagar
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com
Posted 1 month ago
2.0 - 4.0 years
2 - 5 Lacs
rajkot, surat, mumbai (all areas)
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 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:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply ...
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
6.0 - 11.0 years
5 - 12 Lacs
varanasi, gorakhpur, amritsar
Work from Office
Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...
Posted 1 month ago
6.0 - 11.0 years
5 - 12 Lacs
guwahati, bhopal, raipur
Work from Office
Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...
Posted 1 month ago
6.0 - 11.0 years
5 - 12 Lacs
kolhapur, kolkata, north goa
Work from Office
Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...
Posted 1 month ago
6.0 - 11.0 years
5 - 12 Lacs
vijayawada, kozhikode, ranchi
Work from Office
Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...
Posted 1 month ago
6.0 - 11.0 years
6 - 13 Lacs
udaipur, rajkot, bikaner
Work from Office
Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...
Posted 1 month ago
0.0 - 4.0 years
0 - 0 Lacs
kozhikode, shimoga
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer/Equity Advisor Min Experience -1 YRS & above CTC- 5.5 lpa+ incentive+ other benefits Job Description: Trading on behalf of the clients and Advising clients on market Queries Building relationships with NRI clients & educating them about Investments 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 ...
Posted 1 month ago
1.0 - 5.0 years
2 - 3 Lacs
kolkata
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-5 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenue...
Posted 1 month ago
0.0 - 4.0 years
1 - 3 Lacs
hyderabad, chennai, bengaluru
Work from Office
Role Designation:- Commodity Dealer Department:- Commodity Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
kanpur
Work from Office
Hi, Hiring for SBI Securities Role: Quality Analyst (Equity Dealer Experience from Indian broking house) Location: Kanpur CTC: Upto 5lpa Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for...
Posted 1 month ago
1.0 - 3.0 years
1 - 3 Lacs
ahmedabad
Work from Office
Role & responsibilities Executing orders with good speed accurately. Generating leads through existing clients. Maintaining relationship with existing clients. Serving the HNI clients, retail clients and the sub-brokers. Handling queries of risk/limits of online clients. Attending client queries through email, telephone, or walk-in for online account opening, equity, commodity and currency. Calculating commission and entries for the clients. Actively uncovering additional business development opportunities. Interact with internal cross-functional partners to resolve client issues and escalations (Risk, Research, Operations and IT). Preferred candidate profile Minimum Graduates with more than...
Posted 1 month ago
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