As a Sales Manager for Share Trading, your role involves acquiring new clients for equity trading accounts, increasing trading volumes, and promoting the company's trading platforms and investment products. You should possess strong knowledge of stock markets, equity products, online trading platforms, and client relationship management. **Key Responsibilities:** - **Client Acquisition & Business Growth** - Identify and acquire new retail and/or institutional clients for equity trading. - Promote demat and trading account openings through lead generation, referrals, and strategic outreach. - Achieve monthly and quarterly business targets for client onboarding and trading volume. - **Trading Platform Promotion** - Demonstrate features of trading platforms (web/mobile), research tools, and market analytics to prospective clients. - Assist clients in setting up accounts, understanding trading interfaces, and executing trades effectively. - **Client Relationship Management** - Maintain strong relationships with active traders and high-value clients. - Provide timely market updates, reports, and insights to encourage trading activity. - Address client queries related to trading, research reports, margin requirements, and order execution. - **Sales Execution & Revenue Generation** - Drive revenue through brokerage generation, cross-selling investment products (mutual funds, derivatives, IPOs), and increasing client activation rates. - Monitor client trading patterns and identify opportunities to upsell advanced trading features or advisory services. - **Compliance & Operational Support** - Ensure all client onboarding, KYC, and regulatory requirements are met. - Coordinate with operations, research, and risk teams to ensure smooth service delivery. **Qualifications & Experience:** - Bachelor's degree in Finance, Business Administration, Economics, or related field. - 2-7 years of experience in equity sales, broking, share trading, or investment advisory. - Strong understanding of capital markets, stock trading mechanisms, order types, and brokerage structures. - NISM certifications (Series VII, Series VIII, etc.) preferred depending on region. **Key Skills & Competencies:** - Solid knowledge of stock markets and equity trading dynamics. - Strong sales aptitude and target-driven approach. - Excellent communication, negotiation, and presentation skills. - Ability to build trust with traders, HNIs, and long-term investors. - Comfort with trading platforms, market data tools, and basic technical/fundamental analysis. - High level of integrity and compliance orientation. In this role, you will be measured based on various performance metrics such as new trading/demat accounts opened, monthly trading volume generated, brokerage and revenue contribution, client activation and retention rates, and cross-sell ratio of related investment products.,
As an Assistant Vice President (AVP) Loans at our company, your role will involve driving business growth, managing key client relationships, and ensuring high-quality credit assessment and portfolio management. **Key Responsibilities:** - Lead and grow the Working Capital and Loan Against Property (LAP) loan portfolio. - Source new business through direct channels, connectors, and relationship networks. - Conduct detailed financial analysis, credit evaluation, and due diligence for loan proposals. - Structure deals, negotiate terms, and ensure timely closure of cases. - Collaborate with credit, legal, operations, and risk teams to ensure smooth processing. - Monitor portfolio performance, early warning signals, and delinquency management. - Maintain strong client relationships and deliver superior customer experience. - Ensure compliance with regulatory guidelines and internal policies. **Required Qualifications & Skills:** - Graduate/Postgraduate in Finance, Business Administration, or related field. - 5-10 years of experience in Working Capital loans, SME lending, and LAP. - Strong understanding of financial statements, cash flow analysis, and collateral evaluation. - Proven track record of achieving business targets in secured lending. - Excellent communication, negotiation, and relationship-building skills. - Ability to work in a fast-paced and target-driven environment. In addition to these responsibilities and qualifications, you will have the opportunity to benefit from competitive compensation and performance incentives, work with a growing financial institution, access professional development and career progression, and experience a collaborative and supportive work culture.,
As an experienced and performance-driven Assistant Vice President (AVP) Equity Broking, your role will involve leading the broking business, strengthening client relationships, and driving revenue growth. Your deep market knowledge, strong leadership skills, and proven track record in equity sales, advisory, and broking operations will be crucial for success. **Key Responsibilities:** - Lead and manage the equity broking vertical to achieve revenue, AUM, and client acquisition targets. - Develop strategies to enhance client engagement, grow the retail and HNI client base, and provide investment ideas and actionable recommendations. - Oversee daily trading operations, ensure compliance with regulatory standards, and build a high-performing team. - Monitor equity markets, sector performance, and macroeconomic trends to support advisory functions. - Coordinate with research, risk, compliance, and operations teams for seamless client service. - Manage key accounts, drive cross-selling of financial products, and identify and acquire new clients for equity trading. - Promote demat and trading account openings through lead generation and referrals. - Achieve monthly and quarterly business targets for client onboarding and trading volume. **Trading Platform Promotion:** - Demonstrate trading platforms, research tools, and market analytics to prospective clients. - Assist clients in setting up accounts, understanding trading interfaces, and executing trades effectively. **Client Relationship Management:** - Maintain strong relationships with active traders and high-value clients. - Provide market updates, reports, and insights to encourage trading activity. - Address client queries related to trading, research reports, margin requirements, and order execution. **Sales Execution & Revenue Generation:** - Drive revenue through brokerage generation, cross-selling investment products, and increasing client activation rates. - Monitor client trading patterns and identify upselling opportunities for advanced trading features or advisory services. **Compliance & Operational Support:** - Ensure compliance with all client onboarding, KYC, and regulatory requirements. - Coordinate with operations, research, and risk teams for smooth service delivery. **Qualifications & Experience:** - Bachelor's degree in Finance, Business Administration, Economics, or a related field. - 5-10 years of experience in equity sales, broking, share trading, or investment advisory. - Strong understanding of capital markets, stock trading mechanisms, and brokerage structures. - NISM certifications (Series VII, Series VIII, etc.) preferred depending on region. **Key Skills & Competencies:** - Solid knowledge of stock markets and equity trading dynamics. - Strong sales aptitude, excellent communication, negotiation, and presentation skills. - Ability to build trust with traders, HNIs, and long-term investors. - Comfort with trading platforms, market data tools, and basic technical/fundamental analysis. - High level of integrity and compliance orientation. **Performance Metrics:** - New trading/demat accounts opened. - Monthly trading volume generated. - Brokerage and revenue contribution. - Client activation and retention rates. - Cross-sell ratio of related investment products.,