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0.0 - 5.0 years
1 - 3 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Hiring for Mutual Fund Process – Motilal Oswal -Good Communication -Freshers Welcome -NISM Training Provided -Shift: 9:30 AM – 6:30 PM | Sunday Off -Salary: 18,000 to 24,500 CTC -Location: ETPL, Thane Required Candidate profile -Qualification: Any Graduates The finest Finance sector- NISM training. To Apply / Contact On more information (Call/Whatsapp) HR Shubham - 8432231842 Perks and benefits Competitive Salary with Friendly work culture.
Posted 3 weeks ago
0.0 - 2.0 years
0 - 2 Lacs
ahmedabad
Work from Office
Roles and Responsibilities Handle customer queries related to education loans, credit cards, insurance sales, loan sales, mutual funds sales, and other financial products. Provide accurate information on banking services and products to customers. Identify cross-selling opportunities for various financial products such as insurance advisory services. Maintain a high level of professionalism while interacting with clients and colleagues alike. Meet sales targets set by the organization.
Posted 3 weeks ago
2.0 - 5.0 years
0 - 0 Lacs
bangalore, bellary, jaipur
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...
Posted 3 weeks ago
4.0 - 6.0 years
10 - 12 Lacs
mumbai, ahmedabad, surat
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 p...
Posted 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
mumbai
Work from Office
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)...
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
kolkata, hyderabad
Work from Office
. Opening Experience candidates in BPO Domain for customer support Minimum 6 month to 1 yr experience in International Customer Support is required. Excellent communication in English Graduation is mandatory Call Vaishnavi 9898014385 to apply . Required Candidate profile . Excellent communication in English Graduation is Mandatory. Customer Support - Telesales / Voice Process / Non voice / Call center / BPO Back office Call Vaishnavi 9898014385 to apply .
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
mumbai, thane, dombivli
Work from Office
Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Thane/Andheri/Turbhe Process-Inbound/Outbound Salary-Upto 5 Lakh (Depending On Interview) Day Shift Work From Office Call 9137797705 Hrutika email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Forex inb, Nri outb 24*7 for males and females will work upto 7.30pm only Graduate with at least 4/5 coms + exp in ceo level escalations or Nri Sales or premium rm is a must 2 rotational offs given Perks and benefits Medical Allowance + Performance based Incentives
Posted 3 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
chennai
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 3 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
ahmedabad, surat
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 3 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
kota, udaipur, ajmer
Work from Office
Urgent hiring for broking channel Candidate from same or any insurance background would be preferred most , kindly look for immediate joiners, notice serving ,15 days, 1 month notice serving .
Posted 3 weeks ago
2.0 - 3.0 years
4 - 6 Lacs
mumbai, ahmedabad, surat
Work from Office
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 accounts, addressing queries and providing excellent customer service to ensure client reten...
Posted 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
kolkata, new delhi, ahmedabad
Work from Office
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)...
Posted 3 weeks ago
1.0 - 2.0 years
6 - 10 Lacs
mumbai, hyderabad, delhi / ncr
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Role & responsibilities 1. New Client Acquisition 2. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting 5. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships. Preferred candidate profile Educational Qualifications: Graduate with minimum 50% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity o Age: Max 30
Posted 3 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
hyderabad
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 3 weeks ago
1.0 - 2.0 years
6 - 10 Lacs
mumbai, new delhi, hyderabad
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls.
Posted 3 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
kochi, chennai, bengaluru
Work from Office
Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs. Candidate Profile 1) Minimum 5 Years in...
Posted 3 weeks ago
1.0 - 3.0 years
8 - 12 Lacs
navi mumbai, virar, mumbai (all areas)
Work from Office
Responsibilities: Reach out to a set of assigned applications and assist in online form filing, opening, and funding. Coordinate integration project for new B2B clients across multiple internal teams, including legal, operations, technology, and client services. Conduct onboarding demo sessions for clients once their account is opened and walk them through our platform and features. Regularly go through training regarding new features and updates on our trading system. Conduct periodic competitive research and market analysis on the financial and brokerage industry in India. Develop knowledge in terms of regulations and compliance for Indians trading internationally Assist in preparing propo...
Posted 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
mumbai
Work from Office
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)...
Posted 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
kolkata
Work from Office
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)...
Posted 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
mumbai
Work from Office
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)...
Posted 3 weeks ago
2.0 - 3.0 years
4 - 5 Lacs
new delhi, chennai
Work from Office
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)...
Posted 3 weeks ago
4.0 - 6.0 years
10 - 12 Lacs
mumbai, ahmedabad, surat
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 p...
Posted 3 weeks ago
0.0 - 5.0 years
3 - 6 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our business! Why Join Us? At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be the most admired and respected firm in our sector, offering a participatory environment where you can collaborate, innovate, and drive real impact in the industry. What You'll Do: As a Wealth Relationship Manager, you'll be at the forefront of our growth and success, responsible for: 1. Building Strong Client Relationships: You'll be ...
Posted 3 weeks ago
3.0 - 5.0 years
10 - 12 Lacs
mumbai, chennai, jaipur
Work from Office
1) Leading and managing a team of Key Account Managers, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with key retail 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, Insurance, 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...
Posted 3 weeks ago
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