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2.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
Role: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186
Posted 2 months ago
2.0 - 5.0 years
4 - 7 Lacs
Nashik
Work from Office
Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Conduct meeting with clients as part of client servicing and cross selling other financial product Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation. 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. Pitch clients for other investment products offered by the company To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business Update clients visit and all other communication with the client in the CRM software Work towards building a network and expanding the client base. Key Result Areas Call Management Ensure all calls received at the desk are handled effectively and without waiting period Reactivating dormant clients Continuously work towards reactivating dormant clients Cross Sell Third Party Products Develop avenues through networking with active and reactivated clients to sell third party products Data Management Accurately record key information of the client to build revenue generation plan.
Posted 2 months ago
1.0 - 6.0 years
3 - 3 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Designation :Deputy Manger Voice Payroll-General Insurance Job Location-Nahur/Thane Process-Outbound Salary-Upto 3.5 Lakh Day Shift HSC with min 6 months Exp only Graduate Fresher Call 7738521154 Harpreet email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile To guide customers to make payments before due date Retention of existing customer as per given monthly target To help customers with policy issuance To follow compliance and ethical business practice Perks and benefits Medical Allowance + Performance based Incentives
Posted 2 months ago
1.0 - 3.0 years
5 - 6 Lacs
Ahmedabad, Chennai, Bengaluru
Work from Office
Execute equity trades on behalf of clients using trading platforms. Monitor stock market trends and provide timely updates to clients. Ensure compliance with regulatory guidelines and internal policies.
Posted 2 months ago
1.0 - 3.0 years
4 - 6 Lacs
Nagpur, Pune, Mumbai (All Areas)
Work from Office
Execute equity trades on behalf of clients using trading platforms. Monitor stock market trends and provide timely updates to clients. Ensure compliance with regulatory guidelines and internal policies.
Posted 2 months ago
3.0 - 8.0 years
5 - 6 Lacs
Rajahmundry, Visakhapatnam, Guntur
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 2 months ago
7.0 - 12.0 years
8 - 15 Lacs
Surat
Work from Office
Key Responsibilities Business Development and Revenue Growth: Drive branch revenue through equity trading, third- party product selling and regular new client acquisition. Develop and implement strategies to achieve branch sales targets and profitability goals. Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments. Branch Operations Management: Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services. Ensure adherence to company policies, compliance standards, and regulatory requirements. Monitor operational efficiency and address any issues promptly to maintain smooth workflows. Team Leadership and Management: Lead and mentor the branch team, including equity dealers, relationship managers, and other staff. Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity. Foster a collaborative and result-driven work culture. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients. Ensure clients receive timely advice, personalized investment solutions, and exceptional service. Address client queries, concerns, and feedback to ensure high levels of satisfaction. Market Analysis and Advisory Support: Stay updated on equity market trends, macroeconomic developments, and corporate actions. Provide insights and guidance to the team and clients for informed investment decisions. Assist clients with portfolio diversification and risk management strategies. Compliance and Risk Management: Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.). Monitor trading activities to mitigate operational and investment risks. Conduct regular audits to maintain transparency and compliance. Key Competence Strategic thinking and decision-making capabilities. Client-centric approach with a focus on delivering value. Ability to handle pressure and meet deadlines. Strong problem-solving and conflict-resolution skills.
Posted 2 months ago
1.0 - 6.0 years
1 - 6 Lacs
Bhubaneswar, Kolkata, Raipur
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 customer
Posted 2 months ago
3.0 - 8.0 years
6 - 8 Lacs
Jalandhar, Chandigarh, Patiala
Work from Office
India's Top Broking and Wealth Management Company is hiring in large numbers for below role Email- maheshwari@contactxindia.com , karan@contactxindia.com Contact-8273693648/ 8859766816 Role & responsibilities Open Positions- 10 Location - Chandigarh, Patiala, Bathinda, Jalandhar, Ludhiana & Gobindgarh Levels -Equity Dealer/Relationship Manager Job Title: Equity Dealer Experience 3 to 6 years Key Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of the Company to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients NISM Certified Job Title: Relationship Manager Experience 3-6 years Key Responsibilities: Relationship Manager: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Kolkata
Work from Office
Kotak Life Insurance Ltd Urgent Opening For Business Development Manager Fixed Salary :- Upto 4.5 Lac Per Annum Permanent Job + On Roll Job on Companys Payroll Fixed Salary + Incentive Location:- Bangalore Minimum Qualification- Graduation Minimum Experience:- 6 Months in Any sales Age:- 24 Years To 44 Years can apply Immediate Joiner Required Vacancies :- 100 Location :- KOLKATA
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Identify potential clients in the assigned territory through field visits, cold calling, and networking. Promote company products/services to customers and secure new business. Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role includes on-calls services to existing customers of Banks for below departments Phone Banking Service Assurance (handle 1st level escalations) Email & Chat Social Media Support-ORM HNI, Ultra HNI Customer Support Video KYC Credit Cards Service Required Candidate profile Graduate/MBA - Work on Bank Payroll Fresher/Experience in BPO, BFSI, NBFC Voice support Fluent English is a must 2 Rotational weekly offs provided Call 8080126356, 9137797705 , 9773553319 www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing or related role. - Excellent understanding of financial markets. - Investment Advisory
Posted 2 months ago
6.0 - 11.0 years
6 - 12 Lacs
Rajahmundry, Vijayawada, Visakhapatnam
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 2 months ago
0.0 - 5.0 years
1 - 5 Lacs
Bhubaneswar, Rourkela, Raipur
Work from Office
HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Noida, Kanpur, Lucknow
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-8849967332 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 don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 2 months ago
3.0 - 8.0 years
3 - 4 Lacs
Mangaluru, Mysuru, Bengaluru
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 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 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Anakapalle, Tirupati, Narasaraopet
Work from Office
Recruit & build a high-performing distribution network of Leaders. Train, motivate, guide leaders to recruit Agents & sell insurance through them. Provide both pre & post-sales service support. Expand company's distribution network. Mo-6352972151 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 45 years (Fresher's don't apply) Locality : Should be Local
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Rajahmundry, Chittoor, Nellore
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 Mo-6352972151 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 don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Bardhaman, Durgapur, Malda
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. 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 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Agartala, Shillong, Itanagar
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 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Guwahati, Jeypur, 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 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Ghaziabad, New Delhi, 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 needs Develop & execute strategic sales 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 don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Kolkata, Asansol, Gangtok
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 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Khammam, Visakhapatnam, Hyderabad
Work from Office
Build, lead sales team for new business Monitor market trends, sales & product performance Build strong relationship with customer to identify their needs Develop & execute strategic sales plans Collaborate with teams for revenue growth Mo-6352972151 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 don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 2 months ago
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