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

Job Title : Relationship Manager Location : Pune Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9923656681

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 Avdhut: 9822463775

Role & responsibilities:- 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 Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Pune 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 Rutuja: 7796426801

Job Title: Relationship Manager (Investment Solutions) Location: Shivaji Nagar, Pune Role & Responsibilities: Client Acquisition: Acquire 7-8 new clients per month through outreach and networking. Sales of Investment Products: Promote SIPs, mutual funds, insurance, and other financial products to new and existing clients. Revenue Growth: Meet monthly SIP targets (5 SIPs with Rs. 2000+ each) and drive business growth. Client Relationship: Build and maintain long-term, trust-based client relationships. Preferred Candidate Profile: 6+ months of experience in selling financial products (SIPs, Mutual Funds, Insurance, etc.). Strong communication and sales skills. Basic knowledge of financial markets and products. Experience in broking/financial services is a plus. Perks & Benefits: Competitive salary with performance-based incentives. PF and insurance coverage. Career growth opportunities. Interview Process: HR Round Sales Manager Round For interviews, contact HR Avdhut on WhatsApp: 9822463775 .

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: Pune Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Rutuja: 7796426801

Job Title: Sales Manager Key Responsibilities: Drive business expansion by acquiring new clients and building lasting, productive relationships. Promote and cross-sell a diverse range of financial products such as Systematic Investment Plans (SIPs), Mutual Funds, Insurance, and Equities, aligning solutions with clients financial goals. Conduct personalized one-on-one meetings with clients to assess their financial needs and recommend tailored investment strategies. Achieve and surpass sales targets by securing new business and generating revenue from both new and existing clients. Continuously engage with clients to reinforce relationships, address concerns, and ensure long-term satisfaction. Stay up to date with the latest financial market trends, product innovations, and regulatory changes to better serve client needs. Requirements: Educational Qualification: Graduate (Any discipline) Experience: Minimum 6 months of sales experience, preferably within the BFSI, NBFC, Broking, or Banking sectors. Product Knowledge: Solid understanding of Equity, Insurance, Banking Products, SIPs, and Mutual Funds. Technical Skills: Proficiency in MS Office tools (Excel, PowerPoint, Word, etc.) Preferred Candidate Profile: Minimum of 6 months experience in selling CASA, Insurance, Demat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer-centric approach with the ability to understand and meet client needs. Experience or exposure to the broking industry is a plus. Perks & Benefits: PF and insurance coverage Competitive salary with performance-based incentives Opportunities for career advancement and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume to HR Sayali at 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: Bangalore, Kerala 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 : 9822643371

Key Account Manager (KAM) Job Title: Key Account Manager (KAM) Location: Bangalore And Mangalore Job Type: Full-Time Roles & Responsibilities: Client Acquisition: Acquire 7-8 new clients per month from the open market. Cross-Selling: Promote third-party investment products (Mutual Funds, SIPs, Insurance). Revenue Generation: Drive revenue from all products offered to sourced accounts. SIP Targets: Achieve 5 SIPs per month, each worth Rs. 2000. Relationship Management: Build and maintain strong client relationships to ensure retention and growth. Preferred Candidate Profile: Experience: 6 months in sales (CASA, Insurance, Dmat, SIP, Mutual Funds). Skills: Strong communication, knowledge of the broking industry, and sales experience. Self-Motivated: Target-driven and results-oriented with the ability to handle key clients. Perks & Benefits: Salary: Fixed salary + attractive incentives. Additional Benefits: PF, insurance, and performance-based rewards. Rounds of Interviews: HR Round Sales Manager Round How to Apply: Call or send your CV via WhatsApp to HR Yash: 9156902218

Role & responsibilities:- 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 Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Jayanagar & Shashadripurm 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 Yash : 9156902218

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 Yash:9156902218

*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 Saumya:8263043709

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: Chennai, Bangalore, Ernakulum Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371

*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 Saumya: 8263043709

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 Rutuja: 7796426801

Role & responsibilities:- 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 Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Bangalore, Mangalore, Hubli 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: 9822643371

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 Rutuja: 7796426801

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 Ashwini : 9822643371

Role & responsibilities:- 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 Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Bangalore, Mangalore, Bengaluru 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 Rutuja: 7796426801

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: Bangalore, Hyderabad, Chennai Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371