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2.0 - 3.0 years
4 - 6 Lacs
mumbai, ahmedabad, surat
Work from Office
Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , 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 ac...
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 8422827224
Posted 2 months ago
3.0 - 5.0 years
0 - 0 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM...
Posted 2 months ago
5.0 - 10.0 years
15 - 30 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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
Posted 2 months ago
3.0 - 8.0 years
6 - 16 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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
Posted 2 months ago
1.0 - 5.0 years
1 - 5 Lacs
chandigarh, new delhi, jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager Role- Equity Dealer CTC- upto-5 LPA ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035
Posted 2 months ago
0.0 - 5.0 years
3 - 6 Lacs
mumbai, mumbai suburban, navi mumbai
Hybrid
Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...
Posted 2 months ago
2.0 - 7.0 years
2 - 5 Lacs
kolkata
Work from Office
JOB DESCRIPTION Role/ProfilePrivilege Relationship ManagerJob Title/ Designation Executive/Assistant Manager/ Deputy Manager Company Profile https://anandrathi.com/ CTC range Negotiable Location Patna SUMMARY: - The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and ...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.pragati@gmail.com if ...
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
guwahati
Work from Office
RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for ...
Posted 2 months ago
2.0 - 5.0 years
0 - 0 Lacs
noida, delhi, faridabad
On-site
Dear Candidate, Greetings From APEX SERVICES Role- Equity Dealer CTC- upto-5 LPA Skills && Knowledge 1. Graduate / Post graduate with overall experience of 3-4 yrs, with minimum 1 -2 yrsexp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking && relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash && NISM Currency Derivatives. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.
Posted 2 months ago
2.0 - 5.0 years
0 - 0 Lacs
chandigarh, ludhiana, jalandhar
On-site
Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES 1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular ...
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
You will be joining our Investor Relations team as a dynamic and result-driven professional. Your main responsibilities will include converting qualified investor leads, selling in-house equity shares, and managing end-to-end communication with High Net-worth Individuals (HNIs) and retail investors. Your role will be crucial in guiding investors on potential opportunities, establishing trust-based relationships, and ensuring smooth investment execution. Engagement with investor leads generated through the website, campaigns, and referrals will be a key aspect of your role. You will need to assess investor profiles and recommend suitable equity share offerings. Counseling investors on busines...
Posted 3 months ago
1.0 - 6.0 years
0 - 0 Lacs
noida, kanpur, lucknow
On-site
Greetings from "APEX SERVICES" Designation- Dealer Role- Banca channel Dealer C TC- upto-4.5 LPA ROLES & RESPONSIBILITIES: 1) To ensure active management of clients & achieve the target active AUM 2) To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker Kindly reply with updated CV on ape...
Posted 3 months ago
4.0 - 8.0 years
0 - 0 Lacs
delhi
On-site
Greetings from "APEX SERVICES" Designation- HNI Sales CTC- upto-18 LPA + incentive + other benefit HNI SALES 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 t...
Posted 3 months ago
1.0 - 3.0 years
1 - 3 Lacs
Goregaon, Mumbai (All Areas)
Work from Office
Role & responsibilities - Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services. Client Guidance: Assist potential Franchisees and Authorized Persons through the registration proces...
Posted 3 months ago
5.0 - 10.0 years
6 - 16 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 3 months ago
2.0 - 7.0 years
6 - 11 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in
Posted 3 months ago
1.0 - 6.0 years
2 - 7 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the...
Posted 3 months ago
8.0 - 13.0 years
10 - 20 Lacs
Mumbai, Hyderabad, Chennai
Work from Office
Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com
Posted 3 months ago
1.0 - 5.0 years
0 - 0 Lacs
kottayam, kerala
On-site
As an Equity Dealer, you will be responsible for leveraging your 1 year of experience in the stock market and broking, specifically in the capital market as an equity dealer or equity sales. The location for this position is in Kottayam with a CTC of 4-5LPA. It is mandatory to have NISM certification. If you are interested in this opportunity, please send your resume to shalini@veboticsindia.com.,
Posted 3 months ago
2.0 - 7.0 years
2 - 7 Lacs
Kolkata, Hyderabad, Bengaluru
Work from Office
Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com
Posted 3 months ago
2.0 - 7.0 years
5 - 12 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job Description and Specification Execution of trades in cash and F&O for Intuitional clients. Should aware of all functions & in-depth knowledge of Omnesys/ODIN and all Algos Role and Responsibilities Execution of trades in NSE and BSE for Institutional domestic/FPI clients. • Execution of trades in cash and F & O for Intuitional clients. Execution of large trades. Should be well versed with all kinds of market execution like BLOCKS/BULKS/OFSS/BASKETS, Auction etc. Interaction with clients for market updates and other reports. EOD confirmations. Mock session Should aware of Bloomberg EMSX routing system
Posted 3 months ago
0.0 - 2.0 years
3 - 4 Lacs
Shillong
Work from Office
Equity Advisor Interested candidates may send in your resumes to 7736562628 Job Description: Roles and Responsibilities: 1. Communicating trading calls and investing Ideas to customers. 2. Through knowledge of all exchange rules, regulations, and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details, and confirmations. 6. Identify new streams for revenue and maintain cordial relationships with existing clients. 7. Developing relationships with Clients and generating leads through referenc...
Posted 3 months ago
4.0 - 9.0 years
3 - 8 Lacs
Gandhinagar, Ahmedabad, Gujarat
Work from Office
Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowle...
Posted 3 months ago
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