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0.0 - 3.0 years
0 Lacs
bhavnagar, gujarat
On-site
As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for them. Being updated on stock market trends and investment opportunities is essential in this role. You will provide regular market updates and share portfolio performance reports with clients. Identifying and recommending additional products and services to enhance client portfolios through cross-selling will also be part of your responsibilities. Collaboration with the research and advisory team is necessary to provide personalized investment solutions to clients. Meeting monthly and quarterly sales targets by converting leads into active clients is a key performance indicator for this role. Adherence to regulatory guidelines and maintaining accurate records of client interactions is crucial. Therefore, you must possess a Bachelor's degree in Finance, Commerce, or a related field. A minimum of 1 year of experience in financial services, stock markets, or relationship management is preferred. Technical knowledge of stock market products, trading platforms, and investment strategies is required. Strong communication and interpersonal skills are essential for effective client engagement. Proficiency in CRM tools and virtual communication platforms will be beneficial in performing your duties effectively.,
Posted 6 days ago
4.0 - 8.0 years
0 Lacs
kochi, kerala
On-site
You will be working as a Stock Market Mentor (Malayalam Speaking) at Edvelup, a rapidly growing education platform dedicated to providing practical, real-world trading and investing knowledge. Your primary goal will be to empower individuals to achieve financial independence by imparting them with the necessary skills and discipline to trade confidently within the Indian stock market. In this role, you will be responsible for conducting daily live classes that cover a wide range of topics, starting from the basics of the stock market to advanced trading strategies. You will delve into areas such as equity investing, technical analysis, fundamental analysis, risk management, and trading psychology. Additionally, you will facilitate live market sessions, mock trades, and provide individualized support to students to ensure their understanding and progress. To excel in this position, you should possess a minimum of 4 years of trading experience along with a deep understanding of the Indian stock market, with a preference for knowledge in equity and F&O. Furthermore, your ability to effectively communicate, present information, and simplify complex concepts into easily digestible lessons will be crucial. Proficiency in English and Malayalam, as well as video presentation skills, are essential requirements for this role. Ideally, you should have a proven track record of profitability in trading for at least the past year and prior experience in mentoring or teaching students, either online or offline. Familiarity with SEBI regulations, ethical trading practices, and previous involvement in stock market education will be advantageous. In return for your contributions, you can enjoy perks such as a flexible working schedule for online live classes and potential salary hikes based on student success and feedback. Join us at Edvelup and play a pivotal role in shaping the next generation of confident and independent traders.,
Posted 6 days ago
2.0 - 4.0 years
2 - 4 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
To be the world s preeminent investment bank - trusted advisor, financier and risk manager for our clients on their most important transactions Build long-term relationships with clients and bring them world-class execution by delivering the firm over time Drive superior returns for our stakeholders Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse and rewarding workplace Position Overview Investment Banking heavily relies on providing clients with sector / industry and market knowledge to provide the best advice to its clients The Analytics Exhibits Group (AEG) team is accountable for providing this content and expertise. The individual will work closely with senior and junior bankers in hub locations across designated industry group(s) The position with AEG is a rewarding experience - one that provides an excellent foundation for individuals interested in building their industry expertise The Bengaluru AEG team will play an important role in developing industry exhibits to be used in presentations to clients and also gain exposure to the firm s business in their assigned sector Goldman Sachs seeks highly motivated, successful candidates for the AEG role in Bengaluru Responsibilities AEG plays an important role in creating and sustaining a process and practice of knowledge and content management The individual, in partnership with the Global team in hub locations, produce, maintain and update standard industry exhibits pertinent to specific industries and sectors Industry / product / market updates Sector / product / team credentials Create company profiles and maintain company profiles databases Operational and financial / valuation benchmarking including trading and precedent transaction comparables, broker analysis Curation of private company/sponsor databases Provide assistance in downloading, accessing, compiling and presenting data from databases as well as other ad-hoc requests An emphasis on learning on the job and building strong relationship and achieving integration with the sector/sub-sector teams Preferred Qualifications: Personal integrity, initiative and leadership qualities Ability to work as part of a team in an environment that demands excellence, time and energy Drive, enthusiasm, creativity and excellent interpersonal skills, particularly in dealing with teams in different offices Strong analytical and technical abilities Sector knowledge is preferred, but not required Excellent academic credentials. Any experience/completion in field of finance-related area can provide a valuable foundation for the individual joining this role Strong verbal and written communication skills Up to 2 years of work experience (preferred relevant)
Posted 1 month ago
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