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2.0 - 6.0 years
0 Lacs
maharashtra
On-site
You will play a crucial role in building our institutional business by adding new customers, leading a team, and providing exceptional service through our research ideas, technology, and precise trade execution. Your responsibilities will include executing trades for clients in Equity, Derivatives, and currency Markets, activating and generating revenue from clients, using front-end software (ODIN/ Bloomberg, Algos) proficiently, and being adept at backend Software (STP and Speed) for confirming trades accurately. Periodic updates about research inputs to customers and monitoring client positions will also be part of your key responsibilities. To excel in this role, you should have 2-3 years...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
We are searching for a highly motivated and experienced professional to join our stock broking division as an Assistant Vice President (AVP). The ideal candidate should possess a deep understanding of equity markets, broking operations, client acquisition, and regulatory compliance. Your role will be essential in expanding the client base, enhancing operational efficiency, and ensuring smooth trade execution while supporting business growth initiatives. Your responsibilities will include driving client acquisition strategies to onboard HNIs, retail clients, and achieving monthly targets. You will need to develop and nurture relationships with existing and potential clients to guarantee high ...
Posted 2 months ago
0.0 - 3.0 years
0 Lacs
pune, maharashtra
On-site
As a Senior Wealth Manager, you will be responsible for guiding high-net-worth individuals and institutional clients in managing and growing their wealth. You will develop personalized financial plans, manage investment portfolios, and provide guidance on tax strategies, risk management, and estate planning. With your expertise in market analysis and a deep understanding of clients" goals, you will offer comprehensive financial advice to optimize wealth growth and achieve long-term financial success. Key Responsibilities: - Managing and growing a client base focused on HNI/UHNI and affluent retail segments. - Driving sales of equities, mutual funds, insurance, and third-party investment prod...
Posted 2 months ago
0.0 years
0 Lacs
Pune, Maharashtra, India
On-site
A Senior wealth manager is a finance professional who guides high-net-worth individuals and institutional clients in managing and growing their wealth. They develop personalised financial plans, manage investment portfolios and provide guidance on tax strategies, risk management and estate planning.With their expertise in market analysis and a deep understanding of clients' goals, wealth managers offer comprehensive financial advice to optimise wealth growth and achieve long-term financial success. Key Responsibilities: Manage and grow client base focused on HNI/UHNI and affluent retail segments. Drive sales of equities, mutual funds, insurance and third-party investment products. Deliver ta...
Posted 2 months ago
4.0 - 8.0 years
0 Lacs
haryana
On-site
The Stock Market Research Analyst role requires a detail-oriented individual to analyze financial markets, evaluate investment opportunities, and offer valuable recommendations. A successful candidate should possess a solid foundation in financial analysis, a profound comprehension of equity markets, and the capability to interpret economic trends effectively. The primary responsibilities of the position include conducting comprehensive equity research on stocks, industries, and macroeconomic trends. It is essential to have a thorough understanding of international markets such as ASX, TSX, NYSE, NASDAQ, among others. Additionally, analyzing financial statements like Profit & Loss, Balance S...
Posted 2 months ago
5.0 - 10.0 years
0 Lacs
delhi
On-site
As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support produc...
Posted 2 months ago
13.0 - 17.0 years
0 Lacs
maharashtra
On-site
As a BOLT Operator at Stonesbridge Engineering Pvt. Ltd., located in Mumbai, you will be responsible for operating and maintaining bolt machines to ensure production efficiency. Your role will involve conducting quality checks, adhering to safety protocols, monitoring machine performance, and troubleshooting any issues that may arise. You will also be required to coordinate with the maintenance team for repairs and preventive maintenance. Additionally, optimizing production processes and maintaining accurate production records will be part of your responsibilities. In this full-time, on-site role, you will execute and monitor equity trades on the BSE, NSE, MCX, and other platforms as per int...
Posted 2 months ago
0.0 - 4.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a CA Intermediate with a strong passion for equity markets and investment research, you will be expected to possess a basic understanding of accounting, valuation techniques, and financial modeling. Proficiency in MS Excel and PowerPoint is essential, while exposure to databases/Bloomberg will be considered a plus. Your excellent written and verbal communication skills, along with being a self-starter with attention to detail and a willingness to learn, will be highly valued in this role. Your responsibilities will include supporting analysts in tracking companies across various sectors, conducting research, and collecting industry and company-specific data. You will assist in building an...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Jaipur, Rajasthan, India
On-site
We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Kanpur, Uttar Pradesh, India
On-site
We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Ludhiana, Punjab, India
On-site
We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...
Posted 2 months ago
8.0 - 15.0 years
0 Lacs
ahmedabad, gujarat
On-site
As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the...
Posted 2 months ago
2.0 - 3.0 years
2 - 3 Lacs
Mumbai, Maharashtra, India
On-site
Responsibilities: Cross-Functional Coordination: Coordinate closely with Finance, Business, and other relevant teams to facilitate and prepare for monthly review meetings, ensuring all necessary data and insights are available. Internal Project Liaison: Act as a key liaison, coordinating and communicating effectively with internal stakeholders on various internal finance-related projects, driving their progress and successful completion. Reporting & Presentation: Prepare comprehensive review reports and compelling presentations for management and other stakeholders, distilling complex financial information into clear, actionable insights. Meeting Management & Action Tracking: Accurately draw...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
delhi
On-site
The role of Relationship Manager - Broking at Religare Broking Limited in Delhi, India involves maintaining client relationships, providing investment advice, executing trades, and ensuring customer satisfaction. As a Relationship Manager, you will be responsible for analyzing market trends, monitoring portfolios, and promoting financial products and services to clients. Strong communication and interpersonal skills are essential for this role, along with knowledge of Equity, Currency, and Commodity markets. Experience in client relationship management is required, and the ability to analyze market trends and portfolio performance is crucial. Possessing certifications such as NISM/CFA/CFP wo...
Posted 3 months ago
7.0 - 12.0 years
4 - 9 Lacs
Hyderabad
Work from Office
Job Title: Portfolio Manager / Fund Manager Location: Hyderabad, India Experience: 7-15 Years Reporting To: Chief Investment Officer / Director - Asset Management Job Summary: We are looking for a highly skilled and performance-driven Portfolio Manager / Fund Manager with a deep understanding of mutual funds, equity markets (including Nifty), and trading strategies , coupled with experience working in software or tech-driven environments . The ideal candidate must hold an MBA in Finance and be locally based in Hyderabad . You will be responsible for managing investment portfolios, executing data-backed trading strategies, and contributing to the firms overall investment growth. Key Responsib...
Posted 3 months ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant...
Posted 3 months ago
10.0 - 20.0 years
10 - 20 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in eq...
Posted 3 months ago
10.0 - 20.0 years
10 - 20 Lacs
Hyderabad / Secunderabad, Telangana, Telangana, India
On-site
Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in eq...
Posted 3 months ago
10.0 - 20.0 years
10 - 20 Lacs
Delhi, India
On-site
Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in eq...
Posted 3 months ago
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