Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.
Globe Capital is hiring for AVP / VP - PMS. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai(Goregaon) Job Description:- AVP / VP - PMS 1. PMS product sales experience should have of 3-5 years with the minimum book size of 20-25 crore. 2. Building a strong relationships with the clients: 3. Focus on cultivating and maintaining strong relationships with existing HNI/UHNI/ family offices and potential clients. 4. Meeting or exceeding sales targets 5. Achieving agreed sales and revenue targets.
Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory
Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients to understand their financial goals and objectives. Provide personalized investment advice on equities, mutual funds, insurance products, and other financial instruments. Excellent Incentives, Easily Achievable. Salary Best in Industry. Good Annual Growth. Client Centric work environment.
Job Responsibility: Develop robust sales strategies and identify innovations in business development. Driving business & ensuring sustained growth, focusing on achieving /surpassing sales targets; expanding business reach & creating new sales / leads opportunities. Ability to lead & recruit relevant sales professionals (specially BMs, Area Heads etc.) to enable scaling up of the business including broking (80%) as well as WM products (20%). Responsible for profit & loss of the vertical as per the strategic plan. Sound understanding of Equities, Mutual Funds, PMS and alternative investments are critical for the job. Ability to directly build and manage HNI & UHNI relationships. Would be responsible for expanding the client base in all regions through combination of both direct as well as indirect channel. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Core Requirements: Leadership skills are a must. Strong analytic skills with experience in statistical modelling and analysis Excellent communication (oral & written), Excellent mentoring, coaching and people management skills will self-driven approach. Strong business acumen and industry expertise. Demonstrable experience as head of sales, developing client-focused, differentiated and achievable solutions. Proven sales executive experience, meeting or exceeding targets Ability to communicate, present and influence all levels of the organization. Proven ability to drive the sales process from plan to close Proven ability to articulate the distinct aspects of products and services Proven ability to position products against competitors Demonstrable experience as head of sales, developing client-focused, differentiated and achievable solutions Excellent listening, negotiation and presentation skills
Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.
Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.
Sales Manager Sales (Hyderabad) | Globe Capital Market LTD. Job Responsibility: Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS, ) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRA s . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.
Job description The wealth advisor will have to undertake the following responsibilities: Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Understand clients needs requirements and accordingly position products services Coordinate with product and research team for taking investment decision for the clients Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment Provide various investment performance reports and summaries to the clients Build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
Industry : Broking Functional Area : Financial Services Salary : Up to 8 Lacs Candidate Location : Delhi (Barakhambha Road) Qualification : CS / Semi Qualified Language : English and Hindi Job Description:- Company Secretary (CS) Managed e-filing of various forms and returns under Companies Act, 2013 on the MCA portal, Stock Exchanges, RBI and other Regulatory Authorities. Need to handle PMS Compliance. Prepare notice and agenda for conducting board meetings and other committee meetings. Communicating and Co-ordinating with various stakeholders. Skills Required: Communication Time Management MSOffice Corporate Governance Legal Interpretation Compliance Management
Experience 1+ Years Job Responsibility: Pitching to clients about our various research products: Globe Capital Premium Research via Telegram (options and equity) Weekly expiry ka weekly plan (index intraday) Convincing them to take the subscription for the same plans. Post subscription, guiding and providing assistance to the clients regarding the trades at any point of time if required. Outbound calls to the leads provided by the Company Explain the plan, make them pay, guide them to join how to join Telegram and other channels. Stay updated on product features, benefits, to address customer inquiries. Follow up on leads generated through marketing efforts.
Job description Acquisition of potential new Sub-broker/Franchise/channel partners. Responsible for generating revenue from sub-brokers/Franchise/channel partners. Providing services to new Sub-broker/Franchise/channel partners with team individual. Maintaining channel partner relationship of assigned territory. Organizing events and program on a regular basis to increase client acquisition amongst partners. Conducting training sessions and seminars for newly acquired sub brokers at branch level. Developing, implementing and maintaining a business plan for all the Business Partner. Do promotion activity with BA and help him to identify cluster for acquired new clients in system. Do trainings help ex- BA to take their business on new level in form of grow revenue, and acquired more No. client.
Relationship Manager Sales ( Hyderabad ) | Globe Capital Market LTD. Job Responsibility: To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
Job description Responsible For Heading and Running Team.Handling a team of Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rdparty products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.
Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.
Job description NISM Certification mandatory. Hands on experience in stock market at terminal dealing with Retail / HNI customer. Be updated with latest of stock market. Capable of acquiring new clients and cross sales to old clients. Able to generate brokerage. An Good communication skill
Sales Manager Sales (Hyderabad) | Globe Capital Market LTD. Job Responsibility: Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS, ) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRA s . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.
Job description Acquisition of potential new Sub-broker/Franchise/channel partners. Responsible for generating revenue from sub-brokers/Franchise/channel partners. Providing services to new Sub-broker/Franchise/channel partners with team individual. Maintaining channel partner relationship of assigned territory. Organizing events and program on a regular basis to increase client acquisition amongst partners. Conducting training sessions and seminars for newly acquired sub brokers at branch level. Developing, implementing and maintaining a business plan for all the Business Partner. Do promotion activity with BA and help him to identify cluster for acquired new clients in system. Do trainings help ex- BA to take their business on new level in form of grow revenue, and acquired more No. client.
Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
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