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1.0 - 5.0 years
2 - 6 Lacs
hubli, chennai, bengaluru
Work from Office
Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com
Posted 1 month ago
2.0 - 7.0 years
5 - 9 Lacs
bengaluru
Work from Office
Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India: The Role: This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription. Key Responsibilities: Manage a portfolio of existing clients and maintain strong relationships to encourage upgrades to other services. Provide clear information about the benefits of premium services and long-term subscriptions to clients. Ensure all compliance requirements from a SEBI disclosure standpoint are met. Collaborate with other teams across India. Ideal Candidate Profile: Education: An MBA wi...
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Investment Advisor & cross sales Shift: Day shift, 5 Days Working Graduation + NISM V/VIII/X (Any) Sales Exp in BFSI English Proficiency: V5 Salary: As per Experience NISM VIII/XA/XB: 28.8K – 44.2K NISM VA/VB: 20.7K – 32.3K Drop CV: 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner
Posted 1 month ago
1.0 - 5.0 years
4 - 6 Lacs
mehsana, jamnagar, ahmedabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 1 month ago
2.0 - 4.0 years
3 - 6 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Job Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the Role Firm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. If you have hands-on experience in equity & derivatives, order punching, and client advisory, this is a great opportunity to grow your career with a leading financial services brand. Key Responsibilities: Execute equity, derivatives, options & cash ...
Posted 1 month ago
0.0 - 5.0 years
2 - 6 Lacs
tiruchirapalli
Work from Office
Role & responsibilities 1. Attending morning meeting to discuss strategy for the day. 2. Promote Focus Product of the month. 3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems. 4. Generate revenue from new and existing clients. 5. Acquiring new and old clients through the data base. 6. Conduct activities for Client Acquisition and Financial Planning. 7. Develop and maintain strong liaisons with the clients for repeat business or referrals. Desired Candidate Profile: 1. Above one year of experience in relationship management or sales role within the broking industry. 2. Strong knowledge of Equity market, commodity market, Mu...
Posted 1 month ago
10.0 - 11.0 years
6 - 24 Lacs
ahmedabad
Work from Office
Responsibilities: * Lead equity brokerage team, drive sales & revenue growth. * Oversee branch operations, ensure compliance & risk management. * Manage client relationships, provide investment advice.
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
vapi, anand, vadodara
Work from Office
Urgently need Branch Manager, RM Mutual fund sales in a stock market company Location Vadodra , Vapi & Anand For RM - Mutual fund sales ,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 RM Mutual Fund Sales- acquire clients and SIP Contact QRN on 9811985863
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
bengaluru, mumbai (all areas)
Work from Office
Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...
Posted 1 month ago
1.0 - 5.0 years
3 - 7 Lacs
bengaluru
Work from Office
Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...
Posted 1 month ago
1.0 - 5.0 years
3 - 7 Lacs
shimoga
Work from Office
Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
bengaluru
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
thiruvananthapuram
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
kollam
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
shimoga
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
mangaluru
Work from Office
Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...
Posted 1 month ago
3.0 - 8.0 years
5 - 11 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
Work from Office
Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgrad...
Posted 1 month ago
7.0 - 12.0 years
10 - 20 Lacs
gurugram, bengaluru, delhi / ncr
Work from Office
Hi Were Hiring – Branch Manager & Senior Branch Manager Location: Noida and Gurugram Department: Kotak Securities CTC- 20-22 LPA Are you a dynamic leader with a passion for equity markets and team growth? Kotak Securities is looking for experienced professionals to join our Retail Division as Branch Manager and Senior Branch Manager. Roles & Responsibilities: Drive revenue through brokerage generation and ensure branch profitability through MF, equity and wealth products. Lead and manage a team of RMs, Dealers & Advisors. Focus on client acquisition & portfolio management, especially in the MNI & HNI segments. Deliver advisory services for long-term and positional trading in equities. Build ...
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
vasco da gama, nagpur, thane
Work from Office
Position: CAM Function: Sales-100% Leads Reporting: BM Location: MUMBAI Role: Sitting in bank / Sales life insurance to Existing customer & Close leads CTC :3.50 to 5.50 Lakhs
Posted 1 month ago
3.0 - 8.0 years
8 - 14 Lacs
bangalore rural, bengaluru
Work from Office
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 ...
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
chennai, bengaluru, delhi / ncr
Work from Office
Candidate must be a Graduate Freshers also can apply Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Mansi 8595586162 & Whats App
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
kolkata
Work from Office
Opening for Sales Trader with reputed Broking Company Position-Sales Traders (Equity Advisor cum Dealer) Graduate /NISM certification for equity cash and derivatives modules.
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
pune, ahmedabad, bengaluru
Work from Office
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...
Posted 1 month ago
1.0 - 5.0 years
0 - 3 Lacs
ghaziabad, agra, jammu
Work from Office
Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition ...
Posted 1 month ago
1.0 - 5.0 years
0 - 3 Lacs
panipat, kanpur, jodhpur
Work from Office
Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition ...
Posted 1 month ago
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