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634 Equity Sales Jobs - Page 24

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4 - 6 years

8 - 12 Lacs

Kolkata, Mumbai, Chennai

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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. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

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2 - 3 years

6 - 12 Lacs

Kolkata, Mumbai, Chennai

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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. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

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1 - 4 years

10 - 11 Lacs

Kolkata, Mumbai, Chennai

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Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Candidate Profile 1) Should be from Broking Industry with minimum of 4-5 Years of team handling experience in B2B space of Partner Alliance (Franchisees, IFAs) 2) Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3) Need to have good communication skill. 4) Need to have ability to learn and update regularly on Capital Markets. 5) Desired to achieve sales target. _ Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

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2 - 3 years

6 - 7 Lacs

Kolkata, Mumbai, Chennai

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Relationship Managers Acquisition - Equity Broking & Investment Products 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. Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum

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4 - 6 years

7 - 12 Lacs

Kolkata, Mumbai, Chennai

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. Location - Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahemdabad, Trivendrum

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1 - 2 years

4 - 6 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

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4 - 6 years

9 - 12 Lacs

Kolkata, Mumbai, Chennai

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. Locations : Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahemdabad, Trivendrum

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2 - 3 years

6 - 10 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Relationship Managers Acquisition, Equity Broking & Investment Products 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. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum

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2 - 6 years

3 - 6 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Experience / Skills: 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target. Location - Delhi, Ahemdabad, Trivendrum, Bengaluru,Hyderabad,Pune, Jaipur,Indore,Kochi.

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1 - 6 years

3 - 6 Lacs

Vijayawada, Visakhapatnam, Delhi / NCR

Work from Office

Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

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- 2 years

2 - 3 Lacs

Jhansi, Kanpur, Auraiya

Work from Office

Designation: - Relationship Officer (RO) Grade- Officer Role & responsibilities To source the business via allotted SBI Bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross-sell other products as directed time to time. Ensure the achievement of the given business target. Preferred candidate profile Candidate must be a graduate and Freshers can also apply. Only local candidate will be considered. Perks and benefits Salary- 2.5 to 3 lacs PA (Salary may be negotiated for candidates with relevant experience) Perks: - Attractive incentives based on performance

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1 - 2 years

2 - 3 Lacs

Bangalore Rural, Chennai, Bengaluru

Work from Office

Process Type - Outbound calls to existing customers o inform them about the benefits and features available to them. Please note, this is not hard core sales role but rather a relationship- building process. Skills required -A minimum 1 year experience in the Insurance industry is mandatory, not necessarily in sales. Experience in relationship management, customer service, sales or renewals of Insurance is acceptable. *Salary : 26000 ctc- 24000/- in hand for Hindi, Marathi,Bengali& Gujarati 25000 ctc- 23000TH/- for Tamil,Telugu, Malayalam and kannada*

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2 - 4 years

3 - 6 Lacs

Indore, Lucknow, Mumbai (All Areas)

Work from Office

Led Regional B2B Sales for IFAs & Distributors, driving AUM growth, partner acquisition, fixed income portfolio expansion. Defined strategy & built strategic alliances across B2B/B2B2C channels to scale revenue and business reach.

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4 - 9 years

5 - 10 Lacs

Hyderabad, Mysuru, Bengaluru

Work from Office

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com

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6.0 - 11.0 years

8 - 10 Lacs

Hyderabad, Chennai

Work from Office

Role & responsibilities 1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based investment products, with prime focus on MNI and HNI segments to achieve targets. 3.Responsible to manage team of Equity dealer / equity advisors & 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 4.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. 5.Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch 6.Provide regular updates to the immediate superior as and when required Preferred candidate profile A (Full time) Graduate / Post graduate with overall experience of 5 7 years • Minimum 2 years into team handling skills. •Should be a result oriented, self – starter, proactive, strong motivator & collaborative. Focused on team cohesion, dynamics & constantly improve quality of performance. •Should possess strong networking & relationship building skills can share cv on : santhosh.gurugubelli@adityabirlacapital.com contact Santhosh HR :9560385650

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4 - 9 years

5 - 10 Lacs

Bhubaneswar, Kolkata, Mumbai

Work from Office

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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- 2 years

0 - 3 Lacs

Bengaluru

Work from Office

Review company practices to ensure clients get maximum satisfaction from their purchases.Identify potential opportunities &convert the lead into sales.Achieve Sales target.Forward upselling &cross-selling opportunities to the sales team

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1 - 5 years

3 - 6 Lacs

Kochi, Ernakulam, Thiruvananthapuram

Work from Office

Job Title: Territory Manager - Franchisee Business Department: Sales - Franchisee Acquisition Company: MOFSL Reporting To: Team Leader, Franchisee Business Job Purpose: Responsible for sourcing and acquiring new franchisees, managing existing franchisee relationships, driving business development, and ensuring smooth conversion and compliance processes within the designated territory. Key Responsibilities: Source and acquire new franchisees. Manage and develop relationships with existing franchisees. Drive business conversion and cross-sell investment products. Monitor franchisee revenue progress and conduct joint meetings. Ensure franchisee compliance with internal audits and statutory requirements. Resolve issues related to limits, payouts, and operational matters. Coordinate training for new franchisees and ensure smooth client onboarding. Role Requirements: Graduate/Post Graduate/MBA in Marketing. NISM Certification. 1+ years of experience in broking or BFSI sales. Knowledge of broking, capital markets, and banking. Strong communication skills and proficiency in MS Office. To schedule your interview send your CV through WhatsApp (number mentioned below) Saumya: 8263043709

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2 - 6 years

3 - 4 Lacs

Chennai

Work from Office

Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelor's degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

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1 - 6 years

2 - 4 Lacs

Mumbai, Mumbai Suburban, Navi Mumbai

Work from Office

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.

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2 - 7 years

1 - 6 Lacs

Bhubaneswar, Patna, Jamshedpur

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Candidate will be responsible for direct sales of demat accounts and margin collection for equity, commodity and currency Responsible for generating revenue from Insurance Value pack & ACE TGS Responsible for cross sale product like MF and PMS

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1 - 2 years

2 - 4 Lacs

Bengaluru

Work from Office

Hi, Kotak Life Insurance Ltd Urgent Opening Fixed Salary :- Upto 4 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 40 Years can apply Immediate Joiner Required Vacancies :- 100 Location :- All Branch Of Bangalore

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1 - 5 years

2 - 4 Lacs

Hyderabad

Work from Office

Max 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 :- All Branch Of Bangalore Rs Megha HR Manager 90845 12805

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- 4 years

2 - 3 Lacs

Noida

Work from Office

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule PERSON SPECIFICATION KNOWLEDGE & SKILLS Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills Best of Luck!

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- 5 years

1 - 2 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

. Designation- Customer support executive. Salary 12k to 20k Inhand Voice Process. Only English & Hindi Required. Graduation Mandatory. Call Swathi 6357012499 for more info. . . Required Candidate profile . Candidates should be comfortable to work from office. Location- Hyderabad Salary- 12k to 20k Inhand Required Immediate Joiners. .

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