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5.0 - 10.0 years
10 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, and other structured roducts Acquire quality base HNI clients through networking, data base, and market intelligence Should have a maximum number of own clients relationships. Preferred candidate profile A graduate with 5+ years of experience in banking and broking industries and managing bank AUM of HNI Clients.
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Noida, Gurugram, Greater Noida
Work from Office
- Job description Role & responsibilities :- - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Conduct daily sales calling with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to clients basis their requirements and goal. - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line (Mutual Fund, Insurance...
Posted 3 months ago
1.0 - 5.0 years
2 - 6 Lacs
Bhilwara
Work from Office
Responsibilities: * Manage client relationships through regular communication and meetings * Collaborate with cross-functional teams on product development and marketing initiatives Health insurance Provident fund
Posted 3 months ago
1.0 - 6.0 years
3 - 4 Lacs
Noida, Mumbai, Thane
Work from Office
Hiring: Phone Banking Officer – Bank Payroll Locations: Noida / Thane / Andheri Process: Inbound & Outbound Salary: Up to 4 Lakh (Based on Interview) Shift: Day Shift | Work From Office Call Khyati: 9022157571 | Ekta: 8080126356 Required Candidate profile Graduate (any stream) – Freshers & Experienced Welcome Excellent Communication Customer Service Skills Proven Ability in Handling Inbound/Outbound Calls : www.hyfly.in Perks and benefits Medical Allowance + Performance based Incentives
Posted 4 months ago
1.0 - 6.0 years
4 - 6 Lacs
Mumbai Suburban, Gurugram, Mumbai (All Areas)
Work from Office
Hiring: Sr. Phone Banking Officer (Payroll Bank) Location: Gurugram Sec-39 / Andheri Salary: Up to 6 LPA Shift: Fixed 10 AM – 7 PM Eligibility: Graduate + Min 1 yr voice process exp (Banking/NBFC only) Call Simran: 9773553319 Required Candidate profile Job Role: – Manage 300–400 bank customers via outbound calls – Customer service + cross-selling (no field work) – Must have banking/NBFC voice process experience www.hyfly.in Call 9082104424 Sanika Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 4 months ago
2.0 - 5.0 years
2 - 3 Lacs
Kolkata
Work from Office
Roles and Responsibilities Manage relationships with existing clients to achieve revenue generation targets through cross-selling of mutual funds, equity sales, stock broking services. Identify new business opportunities by generating leads and converting them into paying customers. Develop and maintain a strong understanding of the company's products and services to provide expert advice to clients. Collaborate with internal teams to resolve client queries and issues in an efficient manner. Meet or exceed monthly/quarterly targets set by the organization.
Posted 4 months ago
1.0 - 6.0 years
1 - 6 Lacs
Kolkata, West Bengal, India
On-site
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers. Giving confirmation of orders and trades done during th...
Posted 4 months ago
1.0 - 6.0 years
1 - 6 Lacs
Durgapur, West Bengal, India
On-site
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers. Giving confirmation of orders and trades done during th...
Posted 4 months ago
1.0 - 6.0 years
1 - 6 Lacs
Varanasi, Uttar Pradesh, India
On-site
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers. Giving confirmation of orders and trades done during th...
Posted 4 months ago
7.0 - 12.0 years
7 - 12 Lacs
Bengaluru, Karnataka, India
On-site
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers. Giving confirmation of orders and trades done during th...
Posted 4 months ago
1.0 - 6.0 years
3 - 5 Lacs
Chennai, Bengaluru, Mumbai (All Areas)
Work from Office
Insurance / Banking / BFSI / Financial Sales Exp. Preferred Minimum 6 month of sales Experience Process- Life insurance product (Branch Banca & Direct channel) Interested candidate can call @HR JYOTI-9266056478 / WhatsApp CV
Posted 4 months ago
1.0 - 4.0 years
2 - 3 Lacs
Ghaziabad
Work from Office
Execute client orders in equity derivatives segment Monitor and manage open positions and risk exposures. Provide market updates, trading strategies, and investment advice to clients. Exchange, and internal trading guidelines. Required Candidate profile Trading Experience on Terminals Like ODIN, NEST Etc, XTS, Back office Operations Proficient in - MS Excel
Posted 4 months ago
2.0 - 7.0 years
1 - 6 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
New Client Acquisition, Advising clients with regard to their investment in equity & derivative markets and placing orders on their behalf. Building relationships with the client & educating them about investments.
Posted 4 months ago
3.0 - 8.0 years
3 - 8 Lacs
Noida, Kanpur, Lucknow
Work from Office
Willing to open DMAT accounts Ready for self-sourcing Salary : 3 to 8 Lpa Nism required Undergraduate and Graduate 60% Dealing and 40% Cross sales Financial Products • like Health Insurance, SIPs, Life Insurance, Mutual funds Required Candidate profile Require Candidate Stock Broking Company Exp 2-10 year experience Send update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur Mobile No 9414133911
Posted 4 months ago
3.0 - 5.0 years
4 - 6 Lacs
Mumbai Suburban
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 4 months ago
1.0 - 5.0 years
1 - 5 Lacs
Bhopal, Madhya Pradesh, India
On-site
Roles and Responsibilities: Equitysalestoallclientsofbranchwithspecial focusonHNIclients. Revenuegenerationfromequity,commodity&equityproductstomeetbranch overall equity broking targets. GeneratingNetinterestincomethroughMargin tradefunding(MTF) asper assigned targets Assestgatheringthrough,Advisoryproducts,Investiger,IPO,ETFetc. Acquiringnewclients&generaterevenuesfromnewclients. Responsibleforactivationoftradingaccountofclients,assistingnewentrantsinthe equity market to understand the dynamics of market HelpcustomerstoExecutetradeonlineandplaceordersonbehalfofcustomers. Givingconfirmationofordersandtradesdoneduringthedaytoclients. Advisingclientswithrequisiteinformationregardingthemarketco...
Posted 4 months ago
4.0 - 6.0 years
3 - 12 Lacs
Indore, Madhya Pradesh, India
On-site
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 sale...
Posted 4 months ago
4.0 - 6.0 years
3 - 12 Lacs
Jaipur, Rajasthan, India
On-site
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 sale...
Posted 4 months ago
4.0 - 6.0 years
3 - 12 Lacs
Delhi, India
On-site
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 sale...
Posted 4 months ago
4.0 - 6.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
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 sale...
Posted 4 months ago
3.0 - 8.0 years
5 - 12 Lacs
Nagpur, Nashik, Mumbai (All Areas)
Work from Office
Job description - Managing & handling high-net-worth clients portfolio. - 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 year experience in equity dealing (terminal Handling) . - Excellent understanding of financial markets. - Investment Advisory
Posted 4 months ago
1.0 - 2.0 years
2 - 3 Lacs
Hyderabad
Work from Office
Sales Management: Achieve and exceed sales targets by leveraging your team and personal selling skills. Ensure timely closure of leads Team Handling: Lead and guide CSC team of District managers, representatives & VLE’s Required Candidate profile Graduate with Insurance / Sales / BFSI experience Sales Experience: Proven track record in life insurance / Banca sales and achieving sales
Posted 4 months ago
0.0 - 4.0 years
2 - 3 Lacs
Surat
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 8422827224 or share CV on rahul.jani@tradebulls.in
Posted 4 months ago
3.0 - 5.0 years
4 - 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 4 months ago
1.0 - 6.0 years
2 - 5 Lacs
New Delhi, Lucknow, Delhi / NCR
Work from Office
JOB DESCRIPTION Job Title: Relationship Associate / Equity Dealer Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Delhi, Lucknow Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped cl...
Posted 4 months ago
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