LAS / Digital Lending NBFC - CEO / COO B2N Management Consulting Kerala

20.0 - 30.0 years

55 - 70 Lacs

Kerala

Work from Office

Responsible for the P&L of the organisation Lead product, sales, operations, compliance functions Maximize revenue along with brand visibility Aggressively drive fintech collaborations/onboarding Required Candidate profile 20+ yrs exp in BFSI sector including 15 yrs exp in Loan against securities, digital lending, fintech collaboration etc Job location will be Kerala

Posted 2 months ago

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Investment Advisor Jainam Broking Ltd

2.0 - 5.0 years

4 - 8 Lacs

Surat

Work from Office

Role & responsibilities: Promote Pre-IPO Investment Ideas Actively reach out to potential clients through telephonic conversations, virtual meets, and in-person meetings to introduce and pitch Pre-IPO investment opportunities. Educate prospects on the benefits, risks, and structure of investing in unlisted companies ahead of their public offering. Support Sales Channels Partner with regional branches, sub-brokers, RM teams, and third-party partners to generate leads, provide support material, and facilitate deal closures. Help branches organize client meets, Pre-IPO awareness sessions, and focused pitch discussions. Relationship Building Build and maintain strong relationships with both new and existing clients through timely updates, ongoing communication, and portfolio guidance. Understand investor preferences and risk appetite to suggest the right Pre-IPO opportunities. Product Knowledge & Pitching Develop in-depth knowledge of unlisted companies, their financials, growth potential, and Pre-IPO offering terms. Create and deliver compelling product pitches backed by data, research, and industry analysis. Act as a Subject Matter Expert Be the internal go-to expert for anything related to Pre-IPO deals supporting peers, client queries, and sales team training. Stay updated on SEBI regulations, listing timelines, and market developments in the unlisted space. Qualifications: Education & Experience Bachelors degree in Finance, Business, Commerce, or related fields. Freshers are welcome, or candidates with up to 2 years of experience in sales, investment advisory, client servicing, or capital markets. Communication Skills Excellent verbal and written communication skills, with the ability to present investment ideas clearly and convincingly. Confident in holding one-on-one conversations with HNI clients and prospects. Learning Attitude A genuine interest in financial products and a strong desire to learn more about investments, Pre-IPO markets, and investor behavior. Market Awareness A basic understanding of how the stock market works, key investment terms, and the role of equity is preferred. Awareness of startup funding rounds and valuation concepts will be an advantage (but not mandatory). Self-Driven & Collaborative Proactive and result-oriented individual who can work independently while collaborating well with the broader sales and product teams. Ability to take ownership of tasks and meet client and business expectations efficiently.

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Equity Manager - Servicing Franchise Sharekhan

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

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Relationship Manager - Stock Market Enrich Money

1 - 3 years

4 - 6 Lacs

Bengaluru

Work from Office

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Posted 3 months ago

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Relationship Manager - Stock Market Enrich Money

1 - 3 years

4 - 6 Lacs

Chennai

Work from Office

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Company Secretary_ CLN Energy Ltd. CLN Energy

8 - 13 years

7 - 15 Lacs

Noida

Work from Office

# Compliance with stock exchange regulations # Ensuring compliance with statutory regulations and laws # Filing documents with regulatory & government authorities # Facilitating board meetings and annual general meetings # Regular financial reporting Required Candidate profile Interested one can share their resumes at hr@clnenergy.in

Posted 3 months ago

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