Key Deliverables : New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements : Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR SAYALI 91580 43197

Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Drive business growth by acquiring new clients and fostering long-term relationships. Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals. Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly. Achieve sales targets by generating revenue from new and existing clients. Continuously engage with clients to strengthen relationships and ensure satisfaction. Stay informed on the latest market trends, financial products, and regulatory changes. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Sayali 91580 43197

Sales Manager (Individual Contributor) - Job Description (Pune Location) Key Responsibilities: Drive revenue growth by acquiring new clients and cultivating strong, long-term relationships. Actively promote and cross-sell a variety of financial products including SIPs, Mutual Funds, Insurance, and Equities to meet clients' unique investment needs and goals. Conduct personalized one-on-one meetings with clients to assess their financial objectives and offer tailored investment solutions. Consistently meet and exceed sales targets by generating business from both new and existing clients. Maintain regular engagement with clients, ensuring ongoing satisfaction, addressing queries, and managing their evolving financial needs. Keep up-to-date with industry trends, financial products, market dynamics, and regulatory updates. Requirements: Educational Qualification: Graduate in any discipline. Experience: Minimum 6 months in a sales role, ideally within BFSI, NBFC, Broking, or Banking sectors. Product Knowledge: Strong understanding of products such as Equity, SIPs, Mutual Funds, Insurance, and Banking. Technical Skills: Proficient in MS Office tools and basic CRM systems. Preferred Candidate Profile: Minimum 6 months of experience in selling CASA, Insurance, DMAT, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer-first mindset, with a knack for identifying and addressing clients' financial requirements. Prior experience in the broking industry or familiarity with the financial market is a plus. Perks & Benefits: Comprehensive PF and Insurance coverage. Competitive salary with attractive performance-based incentives. Opportunities for career growth and professional development in the financial services space. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Avdhut at 9822463775.

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Shivaji Nagar, Pune Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Avdhut : 9822463775

Profile: Relationship Manager Location: Vadodara Looking for Male Candidates Only Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Tamil (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Profile: Relationship Manager Location: Kolkata Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Tamil (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Role & responsibilities Advising clients on what stocks to purchase,etc Cross sell products to clients Preferred candidate profile Interest in pursuing career in stock market Fresher Perks and benefits On roll opportnity

Profile: Relationship Manager Location: Jaipur Looking for Male Candidates Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Hindi (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Profile: Relationship Manager Location: Surat Looking for Male Candidates Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Gujarati (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Profile: Relationship Manager Location: Coimbatore Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Tamil (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

Role & responsibilities Advising clients on what stocks to purchase,etc Cross sell products to clients Preferred candidate profile Interest in pursuing career in stock market Fresher Perks and benefits On roll opportnity

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

Job Responsibilites: Acquire 7-8 new clients monthly through networking and referrals. Cross-sell investment products to meet clients' financial goals. Drive revenue by achieving client acquisition Promote 5 SIPs/month Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Saumya:8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Client Acquisition & Growth: Drive business expansion by identifying and onboarding new clients, while nurturing and strengthening long-term relationships with existing ones. Product Promotion & Cross-Selling : Actively promote a diverse range of financial products (SIPs, Mutual Funds, Insurance, Equities) and identify cross-selling opportunities to help clients achieve their financial aspirations. Personalized Financial Advisory: Conduct in-depth, personalized consultations with clients to understand their financial goals and provide bespoke investment strategies that align with their needs. Sales & Revenue Generation : Consistently meet and exceed sales targets by successfully generating revenue from both new acquisitions and current client relationships. Client Retention & Satisfaction: Maintain ongoing communication with clients, ensuring they are satisfied with services, addressing inquiries, and managing their evolving financial requirements. Market Intelligence : Stay well-informed on industry trends, market shifts, new financial products, and regulatory changes to offer clients the best solutions available. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Avdhut : 9822463775

Job Title: Acquisition Manager - Wealth Management & Investment Products Location: Prabhadevi, Mulund, Borivali Key Responsibilities: Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Achieve a minimum of 1 Lac in gross insurance premiums every month (life, general, health, motor). Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, TGS, Edu MO, IAP, PMS, PE, IAF, FD, bonds, etc. Generate MoM transactional broking revenue (equity, currency, commodity) equivalent to 1x of CTC. Research, investigate, and update clients on available investment opportunities and market trends to enhance their portfolio yields. Build a strong client AUM book by bringing in existing clients and managing relationships effectively. Focus on acquiring affluent and super-affluent clients within the market. Role Requirements: Educational Qualification: Post Graduate Experience: Minimum of 1 year in sales or wealth management with HNI clients. Team Handling Experience: Not required Preferred Background: Wealth Management, Banking, Investment Counseling Domain Knowledge: Strong expertise in sales, wealth management, capital markets, and investment products. Perks & Benefits: Attractive incentives and appraisals based on performance. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali:91580 43197

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681