1705 Equity Sales Jobs - Page 18

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

Dear Candidate , we are hiring for the Role -Branch Manager -Mutual Funds & RM -HNI Client handling Profile Specifications: Direct HNI is a B2C role Direct Client facing role Pls check interest of candidates for direct client handling Complete fresher into MF cannot be considered Branch Manager Salem & Trichy Specifically looking from Mutual funds background . interested candidates please share your CV to Venkateswara.k@talent21.in

Dear Candidate , we are hiring for the Role -Branch Manager -Mutual Funds & RM -HNI Client handling Profile Specifications: Direct HNI is a B2C role Direct Client facing role Pls check interest of candidates for direct client handling Complete fresher into MF cannot be considered Branch Manager Salem & Trichy Specifically looking from Mutual funds background . interested candidates please share your CV to Venkateswara.k@talent21.in

Role & responsibilities Candidates need to handle customer calls and Sharekhan research ideas to clients Place orders in client's account with proper authentication Initiates Sharekhan research ideas to the clients Need to be updated with market news, financial trends, and current affairs Need to do outbound calls after-market hours of reactivation customers Preferred candidate profile Graduate with basic Market knowledge Good knowledge of the financial service industry Good communication skills NISM 8 Certified Interested candidate can walk-in on the given schedule and share their CVs on mail ID neha.singh@sharekhan.com

. Designation- Customer support executive Job Role- Speak with the client on call. Voice Process. Only English & Hindi/ Malayalam/ Kannada/ Tamil is required. Salary 12k to 17k Inhand Chennai/Hyderabad Call Nisha 9898014365 to apply . Required Candidate profile . Candidates should be comfortable to work from office. Graduation not Mandatory Salary- 12k-17k Inhand Call Nisha 9898014365 to apply . . .

Job description Job Title: RM - Dealing Location: Mumbai & Ahmedabad Job Summary: We are seeking an experienced Team Leader to lead a team of advisors in our Retail Department. The successful candidate will be responsible for managing and mentoring a team of advisors, achieving revenue targets, and ensuring excellent customer service. Key Responsibilities: 1. Team Management: Lead, motivate, and mentor a team of advisors to achieve targets and performance goals. 2. Develop and implement sales strategies to achieve business targets and expand the customer base. 3. Ensure excellent customer service and support to clients, resolving their queries and concerns in a timely manner. 4. Performance ...

Leading financial services and wealth Mgt company requires Business development manager (Channel sales)- Jaipur/Varanasi/Bangalore/Chennai One of our client a leading wealth mgt company head quartered in Delhi/Mumbai and operate and independent wealth-tech ecosystem, with the aim of delivering a better financial future to individuals and families with the help the network of financial partners We provide an integrated solution for investors' financial needs, incorporating one-in-all-approach to manage, monitor, execute & transact . We are looking out for Business Development manager- (Channel sales) for Bangalore/Varanasi/Chennai - Designation- Business Development Manager- Channel sales (Fi...

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

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.

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Sales Support to Sales Manager in achieving targets Sales Strategy & Planning Customer Relationship Management Sales Operations Manage Sales Team Cold Calling Reporting & Analysis Ensure Compliance & Ethics Analyse Market Trends & Competitors Required Candidate profile 3+ years of exp. in sales in financial services industry NISM XV certification (or relevant experience) Proven sales track record & ability to achieve targets Exp. in cold calling Strong CRM skills

- Team building and Team Handling. - Minimal Target Criteria. - Team Recruitment. - On roll Job Opportunity. - Package Up to 4 LPA - Sales Experience of One year Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 9979710009

Responsibilities: Find and acquire new clients. Build strong, lasting relationships with customers. Achieve and exceed sales targets. Solve client problems and address concerns quickly. Stay updated on market and competitor products. Accessible workspace Employee Assistance Program (EAP) Mobile bill reimbursements Referral bonus Sales incentives Provident fund

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS),NISM XIII A(for SIF) IRDA Info.aspiringmantra@gmail.com

Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series-V(A) ,XXI (A) ,IRDA Good communication and interpersonal skills Comfortable with Direct sales info.aspiringmantra@gmail.com

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351306463

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Whats up 9318431991 Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com Whats up 9318431991

Role & responsibilities • Acquiring new clients with benchmark assets. • Increase the total assigned SIP book from allocated and new clients. • Adding overall AUM by gathering assets from existing and new clients. • Increasing the basket of clients having AUM. Preferred candidate profile Those who have experience in mutual funds sales they can apply Interested candidates can share your cv to hemalatha@avaniconsulting.com Contact Hemalatha-7200031602

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

Role Designation:- Commodity Advisor 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 Avdhut : 7796426971

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...