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7 - 12 years
7 - 13 Lacs
Bengaluru
Work from Office
Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience
Posted 2 months ago
8 - 12 years
20 - 30 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to interpret business information. 8) Handling Team of NRI Relationship Managers 9) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. Location - Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore, Telangana, Delhi, Trivendrum, Vadodara.
Posted 2 months ago
3 - 8 years
6 - 8 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12 ) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) _ Location - Mumbai , Chennai, Bangalore, Hyderabad, Telangana, Delhi, Kolkata, Ahmedabad, Kochi, Trivendrum, Coimbatore, Pune, Indore, Vadodra
Posted 2 months ago
5 - 9 years
3 - 6 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation / reactivation / retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Equity Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy. Location - Trivendrum, Delhi, Vadodara, Surat,Ahmedabad,Bengaluru,Chennai, Mumbai,Hyderabad,Kolkata,Pune,Shimoga.
Posted 2 months ago
7 - 12 years
5 - 15 Lacs
Kolkata, Ahmedabad, Surat
Work from Office
SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory 1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products 7 To 12 Years in the Stock Broking firms _ Location : - Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra
Posted 2 months ago
3 - 5 years
5 - 7 Lacs
Mumbai, Delhi / NCR, Bengaluru
Work from Office
1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity / Stock Broking Firms Location - GOA, Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Udaipur, Jodhpur, Jaipur, Ahmedabad, Vadodra, Surat.
Posted 2 months ago
3 - 5 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) 13) Handling NRI Clients for Equity Broking 14) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 15) Experience in handling B2C Location: Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
3 - 5 years
4 - 7 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Location: GOA, Delhi, Vadodra, Surat.,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad
Posted 2 months ago
5 - 10 years
4 - 6 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation / reactivation / retention of clients. 9) To ensure the desired NPS score is achieved. Equity Dealing/ Trading, Good understanding of F & O, Algo Trading, Knowlegde of Investment Products Location-Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga,Trivendrum, Delhi, Vadodra
Posted 2 months ago
1 - 3 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 1) Handling NRI Clients for Equity Broking 2) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 3) Experience in handling B2C Location: Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
1 - 3 years
5 - 8 Lacs
Mumbai, Chennai, Bengalur
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location: ,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
8 - 13 years
25 - 30 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 1) Need to improve and maintain the client activity ratio by activating clients across the segments. 2) Ability to co-ordinate with different teams. 3) Need to have a channel management skill. 4) Should be Team Leader, who is able to hire and train new Relationship Managers 5) Strong analytical skills to interpret business information 6) Handling Team of NRI Relationship Managers 7) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
7 - 12 years
5 - 15 Lacs
Kolkata, Ahmedabad, Surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Location : Telangana, Delhi, Vadodra,Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur Candidate profile : 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)
Posted 2 months ago
5 - 9 years
4 - 6 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation / reactivation / retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga, Trivendrum, Delhi, Vadodra
Posted 2 months ago
3 - 5 years
5 - 7 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat
Posted 2 months ago
3 - 7 years
6 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
Relationship Manager / Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
3 - 6 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
2 - 5 years
2 - 7 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Minimum 2 year - In a Stock Broking Firms _ Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS Location : - GOA, Delhi, Vadodra, Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,Surat
Posted 2 months ago
8 - 13 years
10 - 15 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 3) Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. Location : - Telangana, Delhi, Trivendrum, Vadodra, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore
Posted 2 months ago
7 - 12 years
12 - 15 Lacs
Kolkata, Mumbai, Bengaluru
Work from Office
SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. 8.Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra
Posted 2 months ago
3 - 8 years
5 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C 15) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) 16) NISM Series - VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
8 - 12 years
10 - 20 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
VP/ AVP NRI Desk , Pvt Client Group, Equity Broking 1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information 9) 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 3) Experience in handling B2C & B2B Location : - Telangana, Delhi, Trivendrum, Vadodra, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore
Posted 2 months ago
2 - 4 years
5 - 7 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Locations : GOA, Delhi, Vadodra Surat, Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad
Posted 2 months ago
3 - 7 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Location - Telangana, Delhi, Trivendrum, Vadodara,Hyderabad,Kolkata, Ahmedabad, Kochi,Coimbatore,Pune,Indore. 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series - VIII (Equity derivatives).
Posted 2 months ago
10 - 20 years
10 - 20 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing / acquired NRI clients of Dubai Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Candidate Profile: 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C & B2B Locations : Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore Telangana, Delhi, Trivendrum, Vadodra
Posted 2 months ago
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