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1.0 - 6.0 years
1 - 3 Lacs
nagpur, nashik, pune
Work from Office
Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...
Posted 1 month ago
3.0 - 6.0 years
5 - 7 Lacs
mumbai
Work from Office
Job Title: Equity Sales Trading Operations Associate Location: Mumbai Experience: 3–5 Years Job Description: We are hiring for an Equity Sales Trading Operations role supporting global markets. The role involves client onboarding, month-end billing, invoice generation, revenue posting, reconciliations, and handling receivables/payables . You will work closely with Sales, Tech, Finance, and internal Ops teams . Key Responsibilities: Onboarding clients into internal systems for month-end billing Generating, validating & delivering client invoices Revenue posting across asset classes Managing receivables/payables (Wire / PB / Swap) Maintaining internal trackers & reconciliations Ensuring strong...
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
kochi
Work from Office
Role & responsibilities Unit Manager JD - Lead and manage a team responsible for client acquisition through selling of DEMAT and Trading accounts . Recruit, train, and onboard new team members to strengthen the acquisition pipeline. Ensure the team meets targets for account openings and TPP (Third-Party Product) sales such as mutual funds, insurance, etc. Drive individual sales efforts and achieve personal targets alongside team targets. Sales Manaager JD - Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with de...
Posted 1 month ago
2.0 - 7.0 years
2 - 3 Lacs
chennai, wall tax road, park town
Work from Office
This is a full-time on-site role for a Audit Assistants at KRK & CO LLP, Chartered Accountants located at main Wall Tax Road, Near SBI Bank, Park Town, Chennai. As a Paid Assistant, will be expected to handle all clients deliverables wherein work relates to Direct / Indirect taxes , ROC compliances , forensic audit , equity & debt raising proposals etc Major Exposure in GST Litigations Hindi Speaking Must Handsome knowledge in Auditing and GST
Posted 1 month ago
3.0 - 8.0 years
0 Lacs
karnataka
On-site
As a member of the Market Risk team at Infosys Limited, your role will involve expanding the team's presence in India to support activities in data management, risk operations, product, and research. Your expertise in working with real-world data and conducting statistical analyses will be crucial for the team's success. We are seeking individuals who are motivated self-starters, team players, eager collaborators, continuous learners, and committed to going the extra mile for our internal and external clients. Key Responsibilities: - Possess at least 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous exposure to VaR or Credit ...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As a Relationship Manager, your role involves handling relationships and sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts including charitable and retiral. You will be responsible for achieving the Annual AUM / Net Sales Target of Location/ Regions and driving the Sales strategy in line with the Partners" structure and thought process (Wealth-Bank and NDs). It is essential to keep the P&L in check for the relationship sourced/acquired locally. Key Responsibilities: - Develop relationships with Large Wealth outfits including Banking and non-banking lead and boutique firms with either RIA or ARN Mode - Identi...
Posted 1 month ago
2.0 - 6.0 years
0 - 0 Lacs
kerala
On-site
As a Relationship Manager (Equity & Wealth), your role involves working closely with both active and dormant clients, providing guidance on equity, F&O, and wealth products, and assisting them in their investment decisions. This is an office-based position that prioritizes building and maintaining relationships with clients. **Key Responsibilities:** - Manage and expand assigned client portfolios - Assist clients in various investment options including equity/F&O, SIPs, mutual funds, and wealth products - Revive old client relationships to drive monthly revenue - Conduct daily follow-ups and coordinate advisory services - Engage in cross-selling investment products without engaging in door-t...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
indore, madhya pradesh
On-site
As an experienced candidate with 4+ years of relevant experience, you will be responsible for heading and running a team consisting of Sales Managers, Team Leads, and Equity Dealers. Your key responsibilities will include: - Strategizing and promoting business development initiatives in the region. - Managing and developing new branches across the Gujarat region. - Assisting clients with their investments in Equity, commodity, currency, and other 3rd party products such as MF and Insurance. - Ensuring cross-selling of all products (equities, derivatives, MF sales, IPO sales, etc.) to existing clients. - Coordinating with Regional Heads and Cluster Managers for management discussions. - Build...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
mumbai suburban
Work from Office
Responsibilities: * Manage & execute Equity , Futures Trades. * Monitor market risks, * Analyze market data, provide insights. Freshers / Experienced NISM Qualified or Can Complete Soon
Posted 1 month ago
0.0 - 1.0 years
7 - 13 Lacs
gurugram
Remote
Key Responsibilities: Support Grant Thornton UK project teams in providing services relating to financial reporting valuation. Assist in the valuation of intangible assets, Purchase Price allocation, Impairment valuation and other financial reporting valuations. Effectively use the databases like Capital IQ Extraction of market data, comparable company analysis, financial statement analysis of the historical and projected financials of the subject company / asset to be valued. Performing ratio analysis on historical financials of the company as well as ratio analysis on comparable companies. Conduct detailed data analysis and come up with relevant insights as per the engagement scope and exp...
Posted 1 month ago
6.0 - 8.0 years
0 Lacs
hyderabad, telangana, india
On-site
Job Reference # 328344BR Job Type Full Time Your role OTC Derivatives Domain Expertise required for joining a Operation team handling F2B OTC Derivative settlements ( Both Pre & Post) for Rates & Credit products for clients across the globe and also would work with various Investment Banking firm worldwide you will be managing high settlement volumes you will be act as an risk managers as your action would be act as an last controller to identify any inherent risk need to work closely with our various stakeholders such as FO, MO, IT Team, Offshore team etc you will be going to work in strict cutoff time as failure of which would leads to an financial impacts and reputation loss if the confir...
Posted 1 month ago
4.0 - 6.0 years
10 - 11 Lacs
ahmedabad
Work from Office
Job Description Key Responsibilities: Should be an account manager for the customer, handling end - to -end business relationships thus creating a positive impact on customer experience and CSAT Channel management of Resellers, sub-distributors, System Integrators and Enterprise partners with an ability to resolve customer pain points through consultative approach Drive sales and Revenue for assigned products and meet target consistently Map potential prospects, enroll new partners and get revenue growth Should have ability to search for potential new products and suggest to management Step up with product management ability as per job requirement and demand Support Go-To-Market (GTM) strate...
Posted 1 month ago
2.0 - 3.0 years
3 - 8 Lacs
chennai
Work from Office
Responsibilities & Key Deliverables 1. Responsible for Android Auto/Apple CarPlay/Alexa Certification from OEM to Launch of Product. 2. Shall able to understand the system requirement for Infotainment / Cluster/ Connectivity / Apps/AR-HUD and Write the Test case for testing. 3. Responsible for Full Test Cycle for Android Auto Testing and CarPlay Testing 4. Fully Understanding on the MFI Apple CarPlay, Alexa and Google Android Auto Portals 5. Responsible on analyzing the New Requirements of Android Auto/ CarPlay Latest Spec to understand the Hardware and Software changes in the System. 6. Test monitoring and reporting, defect tracking and supportive functions 7. Interaction with 3PL, Apple, G...
Posted 1 month ago
3.0 - 7.0 years
7 - 10 Lacs
gandhinagar
Work from Office
Job Description: We are looking for a skilled and proactive Trader to join our Global Asset Management team at GIFT City. The selected candidate will be responsible for executing and managing trades across US and other international markets in alignment with the firms investment strategies. This role requires a strong understanding of global capital markets, portfolio execution, and risk management principles, along with the ability to work collaboratively with portfolio managers, research analysts, and compliance teams. Key Responsibilities: Execute trades across US, European, and Asian markets covering equities, ETFs, derivatives, and fixed-income instruments in accordance with investment ...
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
hyderabad
Work from Office
Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
gurugram
Work from Office
– Education: 12th Pass & Above Up to 36,000 CTC Gurgaon Work From Office 5 days working 2 way cabs Phone: 9506364246 Email: hiring@consummatehrc.com
Posted 1 month ago
16.0 - 21.0 years
6 - 8 Lacs
haryana
Work from Office
About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...
Posted 1 month ago
6.0 - 7.0 years
1 - 3 Lacs
mysuru
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: 1. Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions.2.Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching.3.Buy/sell currency from the vault as needed to maintain adequate cash levels.4. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers.5. Count, package, ...
Posted 1 month ago
4.0 - 9.0 years
5 - 9 Lacs
hyderabad, chennai
Work from Office
Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com
Posted 1 month ago
4.0 - 8.0 years
3 - 5 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Role & responsibilities Attending morning meeting to discuss strategy for the day. Responsible to generate brokerage primarily through advising clients on their equity portfolio Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Ensure all the activities are in adherence as per the compliance and risk policy. Confirmations of trade done by EOD Ensure the volumes of trade is higher & clients trade frequently Promoting in house research calls to increase volume & frequency Track clients positions and make regular calls as per their profile & preferences Monitor client exposure limits. Visiting clients regularly and maintain a long term relationship with clients. Pr...
Posted 1 month ago
3.0 - 8.0 years
5 - 8 Lacs
hyderabad, chennai, bengaluru
Work from Office
Understanding Technical& Fundamental Stock market reports& advising to HNI/UHNI clients Generate direct brokerage by advising various trading& stock ideas based on the market to the clients Cross sell third party products like Mutual Fund, PMS, Bonds Required Candidate profile Graduate/ PG with Relevant 5-7 Years experience in stock broking co Strong networking & relationship building skills in Equity market& Wealth Management resume.aspiringmantra@gmail.com
Posted 1 month ago
5.0 - 9.0 years
3 - 6 Lacs
shimoga, bengaluru, surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 1 month ago
2.0 - 4.0 years
3 - 7 Lacs
mumbai, chandigarh, bengaluru
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulati...
Posted 1 month ago
1.0 - 6.0 years
20 - 25 Lacs
kolkata, mumbai, chennai
Work from Office
Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales tea...
Posted 1 month ago
5.0 - 6.0 years
7 - 12 Lacs
kochi, mumbai, hyderabad
Work from Office
1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management co...
Posted 1 month ago
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