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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
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 - 4.0 years
10 - 11 Lacs
mumbai, ahmedabad, chennai
Work from Office
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) & Remisers. 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 join...
Posted 3 weeks ago
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 3 weeks ago
2.0 - 3.0 years
6 - 12 Lacs
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 - 6.0 years
4 - 4 Lacs
thane, dombivli, mumbai (all areas)
Work from Office
Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Jui Nagar/Thane/Andheri Process-Inbound/Outbound Salary-Upto 4.5 Lakh (Depending On Interview) Day Shift Work From Office Call 8080126356 Ekta 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
3 - 6 Lacs
chennai, bengaluru
Work from Office
Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9869504403
Posted 3 weeks ago
3.0 - 8.0 years
9 - 15 Lacs
mumbai, mumbai suburban, mumbai (all areas)
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 - 5.0 years
3 - 6 Lacs
kalburagi, raichur, davangere
Work from Office
ROLES & RESPONSIBILITIES: - 1. 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 trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
angul, agartala, shillong
Work from Office
Build & lead sales team for new business Monitor market trends sales product performance Build strong relationship with customer to identify their needs Develop execute strategic sales plans Collaborate with teams for revenue growth HR No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
muzaffarpur, begusarai, patna
Work from Office
Build & lead sales team for new business Monitor market trends sales product performance Build strong relationship with customer to identify their needs Develop execute strategic sales plans Collaborate with teams for revenue growth HR No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
guwahati, tinsukia, jorhat
Work from Office
Interact with customers, provide product information. Meet sales targets and goals. Generate leads and reach out to customers. Follow up with customers post-sales. Maintain accurate sales records. Collaborate with team members. HR :-..No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
kolkata, bardhaman, durgapur
Work from Office
Build & lead sales team for new business Monitor market trends sales product performance Build strong relationship with customer to identify their needs Develop execute strategic sales plans Collaborate with teams for revenue growth HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 3 weeks ago
0.0 - 5.0 years
3 - 8 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives
Posted 3 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
chennai
Work from Office
Investment Advisor and Insurance Sales Exe Req Thiruvanmiyur Chennai Exep in Financial Investment Products Sales Roll : Sales for Financial Products Sal : Best In Industry Loc:Thiruvanmiyur Chennai WhatsApp 9940670447 Send CV Refer Friends and share
Posted 3 weeks 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 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
south goa, nagpur, pune
Hybrid
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 1 year of experience in Sales & Marketing ,Banking, finance and Insurance - with Good communication skill can also apply Call/WhatsApp on 6351352480 Perks and benefits Medical , petrol Allowances, PF, Incentives ,Bonus
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
rohtak, ghaziabad, anand
Hybrid
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351306463
Posted 3 weeks ago
1.0 - 5.0 years
0 - 3 Lacs
visakhapatnam
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 3 weeks ago
0.0 - 5.0 years
2 - 5 Lacs
ghaziabad, hyderabad, bengaluru
Work from Office
Should be Graduate Freshers are welcome Prefer Banking Products sales Experience Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales / field work Interested plz call HR Deepak - 9958131215
Posted 3 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad, surat, vadodara
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. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 3 weeks ago
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