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2.0 - 7.0 years
3 - 4 Lacs
New Delhi, Faridabad, Gurugram
Work from Office
Build & lead sales team for new business Monitor market trends, sales & product performance Build strong relationship with customer to identify their need Develop & execute strategic sale plans Collaborate with teams for revenue growth Mo-7046773537 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Silchar, Siliguri, Contai
Work from Office
100% leads will be provided Build & maintain strong relationships with customers, providing insurance solutions to meet their financial needs Meet, exceed sales targets through proactive lead generation, follow-ups, and closing sales HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 1 month ago
3.0 - 8.0 years
3 - 4 Lacs
Puducherry, Vellore, Kanchipuram
Work from Office
Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mobile :- 9316295986 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Bihar sharif, Muzaffarpur, Begusarai
Work from Office
Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 1 month ago
2.0 - 7.0 years
3 - 4 Lacs
Nagpur, Nanded, Solapur
Work from Office
Build & lead sales team for new business Monitor market trends, sales & product performance Build strong relationship with customer to identify their need Develop & execute strategic sale plans Collaborate with teams for revenue growth Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 1 month ago
3.0 - 8.0 years
3 - 4 Lacs
Mysuru, Udupi, Bengaluru
Work from Office
Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mo-7046773537 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Guwahati, Tinsukia, Jorhat
Work from Office
Interact with customers, provide product information. Meet sales targets and goals. Generate leads and reach out to customers. Follow up with customers post-sales. Maintain accurate sales records. Collaborate with team members. HR:, No:- 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kolkata, Tamluk, Malda
Work from Office
Interact with customers, provide product information. Meet sales targets and goals. Generate leads and reach out to customers. Follow up with customers post-sales. Maintain accurate sales records. Collaborate with team members. HR:, No:- 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Nashik, New Delhi, Pune
Work from Office
Post : Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 years of any Sale / Banking / Finance / Insurance • Age : 23 to 39 YRS (Fresher's can't apply)
Posted 1 month ago
2.0 - 6.0 years
3 - 4 Lacs
New Delhi, Faridabad, Gurugram
Work from Office
Post : Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 years of any Sale / Banking / Finance / Insurance • Age : 23 to 39 YRS (Fresher's can't apply)
Posted 1 month ago
2.0 - 6.0 years
2 - 6 Lacs
Kanpur, Delhi / NCR, Mumbai (All Areas)
Work from Office
New Client Acquisition, Advising clients with regard to their investment in equity & derivative markets and placing orders on their behalf. Building relationships with the client & educating them about investments.
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
Job description: - Assisting customers in sale of a range of financial products on phone . - Reaching productivity that meets job standards, while working with speed and accuracy. - Meeting and exceeding targets as assigned periodically. - Ability to learn about products and services and describe/explain them to prospects. - Understanding customer requirement and closing sales. - Responding in a timely and effective manner to all communication. Role: Telesale Consultant Employment Type: On-roll, Permanent Education: Any Graduate / Post Graduate / Diploma (3 yrs Mandatory) Age: Upto 35 Experience: 1 year to 7 Years Location: Chennai Salary: Upto 4.50 LPA Note: Come in formals for F2F Interview Carry a hard copy of your resume for F2F Interested candidates please reach out to me with the below mentioned contact details Name : Dinesh J Contact number : 9489210240 Role: BFSI, Investments & Trading - OtherIndustry Type: FinTech / PaymentsDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - Other EducationUG: Any Graduate, Diploma in Any Specialization PG: Any Postgraduate Role & responsibilities
Posted 1 month ago
2.0 - 7.0 years
1 - 6 Lacs
Bhubaneswar, Kolkata, Delhi / NCR
Work from Office
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 Develop and maintain a long-term relationship with customers
Posted 1 month ago
3.0 - 8.0 years
3 - 6 Lacs
Madurai, Tiruchirapalli, Coimbatore
Work from Office
Urgently need Branch Manager, Equity Dealer, RM and BSE in a large stock market company Location Trichy, Coimbatore, and Madurai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403
Posted 1 month ago
6.0 - 11.0 years
6 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 6 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
1.0 - 4.0 years
1 - 3 Lacs
Varanasi
Work from Office
Key Responsibilities: Execute equity trades in real-time. Monitor stock markets and analyze trends. Advise clients based on market insights. Maintain trade records and reports. share Your Updated cv on talent@rudrashares.com or House rent allowance Annual bonus Sales incentives
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Chennai, Coimbatore, Bengaluru
Work from Office
Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR Manish - 7425051270 Or Email - manish@nextvision.co.in
Posted 1 month ago
4.0 - 6.0 years
5 - 12 Lacs
Mumbai, Ahmedabad, Bengaluru
Work from Office
1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products Location : - Ahemdabad, Delhi, Trivendrum, Bengaluru, Hyderabad, Kolkata, Pune, Jaipur, Indore, Kochi
Posted 1 month ago
5.0 - 9.0 years
8 - 15 Lacs
Bangalore Rural, Chennai
Work from Office
Responsible to hire, training & manage a team of Relationship Managers & Revenue targets Responsible for revenue generation in terms of brokerage for the branch Develop maintain a long-term relationship with HNI existing client and retain the clients Required Candidate profile Post Graduate or Graduate with 5+ Years in sales of investment products like Equity Stock Broking & Mutual Funds, PMS, AIF Comfortable with hiring and training of the team on Product & Selling Skills.
Posted 1 month ago
4.0 - 6.0 years
10 - 14 Lacs
Mumbai
Work from Office
What You'll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clients updated on market movements and adjust portfolios to align with their financial goals. Sales & Advisory: Promote a range of financial products like Mutual Funds, Equity Advisory, AIFs, PMS, Structured Products, FDs, and LAS to drive revenue and profitability. MTF Book Expansion: Grow the Margin Trading Facility (MTF) portfolio consistently - month after month. Account Activation: Ensure smooth activation of client trading accounts. Guide new investors through market dynamics to build long-term engagement. Client Monitoring & Engagement: Keep an eye on daily client activities, resolve queries within defined TATs, and conduct regular review meetings to deepen relationships. Compliance First: Follow all compliance and risk management protocols. Maintain a spotless record with zero tolerance for errors. Idea Sharing: Actively communicate market insights and investment recommendations to help clients make informed decisions. What Were Looking For: Qualifications & Experience: 5+ years in the Broking/Wealth Management space, with at least 2 years focused on managing UHNI/PCG clients. Strong existing relationships in the wealth segment. Certified with NISM and other relevant regulatory credentials. MBA preferred; CA or CFA is a plus. Key Skills: Strong grasp of capital markets and financial products. Excellent communication and presentation skills. Great people skills with a client-first mindset. Energetic, self-driven, and target-oriented. This is a high-impact role designed for seasoned professionals ready to level up in wealth management and make a tangible difference in clients financial journeys
Posted 1 month ago
3.0 - 8.0 years
7 - 14 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Job Title: Relationship Manager cum Dealer Department: Broking / Retail & HNI Dealing Location: [Insert Location] Experience Required: 1-4 Years Industry: Capital Markets / Broking / Financial Services Job Summary: We are seeking a proactive and client-focused Relationship Manager cum Dealer to manage and execute trades on behalf of clients while ensuring high levels of client satisfaction and cross-selling of investment products. The ideal candidate will handle daily dealing activities on NSE/BSE terminals, build strong relationships with clients, monitor their trading limits, and contribute to revenue generation through active client engagement and product sales. Key Responsibilities: Dealing & Execution: Execute equity and derivatives trades on NSE/BSE terminals on behalf of clients. Ensure end-of-day (EOD) trade confirmation with clients and resolve discrepancies, if any. Monitor and manage client exposure and risk limits during trading hours. Client Relationship Management: Maintain strong relationships with existing clients and proactively engage to increase client retention and trading activity. Educate and guide clients on research-based trading ideas and investment strategies. Handle all incoming and outgoing client calls efficiently, providing prompt solutions to client queries. Client Onboarding & Activation: Activate new client accounts in the system and guide them through the trading platform and procedures. Ensure smooth onboarding experience and help clients get started with trading. Revenue & Business Growth: Achieve brokerage targets by maximizing the number of trades and boosting client participation. Cross-sell Mutual Funds, PMS, and other financial products to existing clients, especially after market hours. Aim to grow client activation and trading volume by generating outbound calls and client referrals. Market Knowledge & Professional Development: Stay updated on market trends, stock movements, and product knowledge. Continuously enhance trading and communication skills, and maintain professional discipline in daily work activities. Contribute energetically to team initiatives and business development activities. Key Skills Required: Proficiency in using trading terminals (NSE NOW, NEST, ODIN, etc.) Strong understanding of equity and derivatives markets Excellent communication and interpersonal skills Ability to handle pressure in fast-paced market conditions Strong sales orientation for cross-selling financial products Qualifications: Graduation in Commerce/Finance or related field (mandatory) NISM Series VIII certification (Equity Derivatives) preferred or must be completed within 3 months of joining Prior experience as a dealer or relationship manager in a broking firm is an advantage What We Offer: Attractive incentives based on brokerage and sales performance Learning opportunities across broking and wealth management products Exposure to HNI clients and high-value trades Dynamic work environment with growth potential
Posted 1 month ago
5.0 - 10.0 years
4 - 8 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. 15) Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Skills : - Stock Broking, Equity Broking, Demat & Trading account, AIF, Mutual Funds, PMS Location : - Calicut, Trivendrum, GOA, Delhi, Surat, Ahmedabad, Bengaluru, Kochi, Mumbai
Posted 1 month ago
2.0 - 7.0 years
10 - 15 Lacs
Bangalore Rural, Bengaluru
Work from Office
ROLES & RESPONSIBILITIES: - 1.The 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 Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709
Posted 1 month ago
2.0 - 3.0 years
7 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 8) Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore
Posted 1 month ago
4.0 - 6.0 years
6 - 8 Lacs
Mumbai, Ahmedabad, Surat
Work from Office
1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Team Management, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum
Posted 1 month ago
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