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6.0 - 8.0 years
9 - 13 Lacs
Mumbai
Work from Office
Job Purpose - The purpose of this job includes: To contribute in creating a strategic blueprint for the design of innovative business lines and products backed by strong insights on market needs Support strategic initiatives by way of research, market intelligence and analytics with regards to business expansion & growth Scan for opportunities available across various business segments in Housing / Mortgages and assist the Head Product & Strategy in managing existing products & delivery of new products Drive management reviews & presentations Coordinating and partnering with cross functional teams for various high impact projects To drive various frontline & channel related contest along with BD team for housing products To coordinate with BSG & IT team for BRD & system changes with regards to new product launches or enhancement of existing products KRAs - Key Result Areas Supporting Actions Product Development Manages development of a superior and competitive product suite while maintaining adequate risk and profitability parameters Conducts product research with clear target customer segmentation and revenue potential analysis and works with sales team to develop a viable business case Defines a detailed product vision and strategy roadmap for future product evolution based on market needs and opportunity available Manages all product related costs, fee structures and minimizes the revenue leakage possibilities in product design Enters into discussions/ feedback mechanisms on product themes with key clients, brokers/ DSAs and understand their needs & help to develop product strategies customized to their requirements Sets up an effective product training mechanism for the sales teams and channel partners for effective sales Makes regular amendments to product scope, design and terms based on regulatory changes and requirements To design customer value propositions and servicing norms in line with the industry best practices To carry out targeted marketing campaigns with marketing teams based on customer segmentation and product launches and track the program effectiveness To coordinate with credit and operations teams to set up robust, customer friendly loan approval and booking processes and to recommend improvements to operating procedures and technological tools, as needed To work with the credit and risk teams for constantly reviewing product program and policy implementation and improve the program based on market benchmarking & continuous feedback To benchmark the portfolio-service offerings with the competition and highlight the critical modifications required To review location specific product norms basis deep bureau data analysis & also undertake portfolio review analysis with Analytics team To provide operational support to the teams & Ad-hoc requests To design and launch contests and schemes for employees and Channel Partners for Mortgage lending products with focus on effective COA To drive cross sell propositions such as insurance, equity trading to create a one-stop shop for the customer Ad-hoc requests such as presentations and market intelligence to the teams
Posted 2 weeks ago
1.0 - 2.0 years
4 - 6 Lacs
Gurugram
Work from Office
Responsibilities: Technical Analyst for Proprietors' desk At least 2 yrs exp Analyse stocks with Python & R Monitor markets & charts Develop & backtest strategies Monitor market movements, volatility, Track global & domestic market trends
Posted 2 weeks ago
2.0 - 3.0 years
2 - 3 Lacs
Mumbai, Andheri East
Work from Office
Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfilment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in business administration or finance field Previous experience in Options training a plus
Posted 2 weeks ago
1.0 - 8.0 years
0 - 6 Lacs
Hyderabad
Work from Office
Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Equity Dealer role in Aditya Birla Capital . Interview on 16th July (Wednesday). Please find the below details: Role / Designation - Equity Dealer Experience Range: 1-8 Years Salary Details - 1+Years-3LPA/5+ Years-6.5 LPA Shift time - General Qualification: Under Graduates / Graduates Venue Details: Aditya Birla Money , 4th floor Dega towers , Somajiguda, Hydrabad, https://g.co/kgs/9H8pEKW Interview Location: Hyderabad Timings: 10am-6pm Date: 16th July, Wednesday Contact Person: Santhosh Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 years’ experience\should have good communication skills should be self starterNISM8 Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Regards,
Posted 2 weeks ago
1.0 - 5.0 years
0 - 0 Lacs
bangalore, jaipur, kanpur
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: To be responsible for identifying customer needs, assessing their risk appetite and providing them investTo ensure active management of clients & achieve the target active AUMment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing. NISM 8 certification is mandatory Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with your updated CV on apex.pandeypankaj@gmail.com if you are interested in the mentioned Job Role. you can call also on 7068764020
Posted 2 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
thane, maharashtra
On-site
As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic developments to make timely adjustments to client portfolios. Ensuring compliance with regulatory requirements and internal policies in all client interactions and investment recommendations is essential. Educating clients about investment risks and implementing risk management strategies to safeguard their investments is a key responsibility. Conducting market research, staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets, and using data-driven insights to inform investment decisions and client recommendations are integral to this role. Collaboration with research analysts, portfolio managers, and other departments within the firm to leverage expertise is encouraged. Participation in team meetings and sharing insights to enhance client service and satisfaction is expected. Continuous learning and development are emphasized, with a focus on staying abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. The role requires continuous enhancement of knowledge and skills to provide superior client service and support business growth. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of relevant experience. The ability to drive sales and acquire new clients/accounts, meeting or exceeding targets, is essential. Excellent verbal and written communication skills are required to interact effectively with clients, colleagues, and stakeholders. Strong analytical skills are necessary to analyze market trends, client data, and financial statements for informed decision-making. Proficiency in negotiation skills to ensure mutual benefit for clients and the firm is also crucial. Key responsibilities include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with existing clients, offering expert guidance on equity investments, developing and executing recruitment strategies for channel partners, and implementing effective sales strategies to achieve revenue goals are vital aspects of the role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. The working schedule includes 6 days per week, with morning hours from 10:00 am to 7:00 pm. The job location is Thane, Maharashtra, and work is required in person. In summary, as a Relationship Manager with stock brokerage or demat account management experience, you will play a pivotal role in delivering strategic recommendations, building strong client relationships, and driving the acquisition and management of trading accounts and investments. Your responsibilities will include portfolio review and management, compliance and risk management, market research and analysis, team collaboration, continuous learning and development, client relationship management, channel partner recruitment, investment advisory, and sales strategy development, all aimed at providing superior client service and supporting business growth.,
Posted 3 weeks ago
2.0 - 6.0 years
3 - 6 Lacs
Kochi
Work from Office
Kotak Securities Ltd. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview. Location : Kotak Securities Ltd. 40/1400, 2nd Floor, Ensign Enclave, Jos Junction, M G Road, Cochin- 682011 Please find below JD for the Broking Equity dealer profile Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Broking Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Contact Person: Neby Nelson S Interview Time: 11:00 AM to 03:00 PM Interview Date: 12th July 2025 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 1 4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills 6. Should be certified in NISM Series VII- Equity derivatives Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C For any other queries call on 7039279297. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.
Posted 3 weeks ago
1.0 - 3.0 years
0 - 0 Lacs
jaipur
On-site
Position Overview We are seeking a motivated and skilled Equity Dealer to join our dynamic team in Jaipur. This full-time position offers an exciting opportunity for individuals with a passion for financial markets and trading. As an Equity Dealer, you will play a crucial role in executing trades, managing client portfolios, and providing insights into market trends. If you have a strong background in equity trading and possess the required skills, we encourage you to apply. Key Responsibilities Execute buy and sell orders for equities and commodities on behalf of clients. Monitor market trends and analyze financial data to make informed trading decisions. Provide clients with timely updates and insights regarding their investments. Utilize advanced Excel skills to create reports and analyze trading performance. Collaborate with team members to develop trading strategies and improve overall performance. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records of all transactions and client communications. Qualifications The ideal candidate will possess the following qualifications: 1 to 3 years of experience in equity trading or a related field. Strong knowledge of financial markets and trading strategies. Proficiency in commodity trading and advanced Excel skills. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills to effectively interact with clients and team members. Ability to work in a fast-paced environment and make quick decisions under pressure. This position is based in Jaipur and requires on-site work during the day. We have 3 positions available for qualified candidates. If you are ready to take the next step in your career and join a reputable firm, we would love to hear from you! Apply now to become a part of our team and contribute to our success in the financial markets!
Posted 3 weeks ago
6.0 - 11.0 years
5 - 10 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Pune
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).
Posted 3 weeks 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 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough 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 relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.
Posted 3 weeks ago
5.0 - 10.0 years
5 - 8 Lacs
Kolkata
Work from Office
Role & responsibilities IT support required for in house server system, proprietary trading and client trading. Knowledge of RMS will be preferred. Preferred candidate profile Experienced in the field of Stock Broking Business. Immediate joining.
Posted 3 weeks ago
5.0 - 9.0 years
3 - 12 Lacs
Hyderabad, Telangana, India
On-site
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.
Posted 3 weeks ago
5.0 - 9.0 years
3 - 12 Lacs
Bengaluru, Karnataka, India
On-site
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.
Posted 3 weeks ago
5.0 - 9.0 years
5 - 7 Lacs
Vadodara, Gujarat, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clientsn with minimum investment potention
Posted 3 weeks ago
5.0 - 9.0 years
5 - 7 Lacs
Delhi, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clientsn with minimum investment potention
Posted 3 weeks ago
5.0 - 9.0 years
5 - 7 Lacs
Jaipur, Rajasthan, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clientsn with minimum investment potention
Posted 3 weeks ago
5.0 - 9.0 years
5 - 7 Lacs
Hyderabad, Telangana, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clientsn with minimum investment potention
Posted 3 weeks 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 3 weeks ago
2.0 - 5.0 years
3 - 6 Lacs
Kochi, Ernakulam
Work from Office
Job Role: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on salonidevi.vishwakarma@kotak.com ( 7039279297)
Posted 3 weeks ago
2.0 - 4.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Experience in executing equity and F&O trades Periodical exchange reconciliations MIS working Compliance management Client communication Required Candidate profile NISM VIII series mandatory Advanced Excel mandatory Monday to Saturday 9 AM to 6 PM Perks and benefits Health Insurance PF
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Mumbai, Mumbai Suburban
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).
Posted 3 weeks ago
5.0 - 9.0 years
3 - 12 Lacs
Shimoga, Karnataka, India
On-site
Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. Disemination of product recommendations messages to allocated client using compliant messaging systems. Effective handling of client queries thus ensuring efficient client enagagement. Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 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. Constant efforts on direct databases for activation reactivation retention of clients. To ensure the desired NPS score is achieved.
Posted 3 weeks ago
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