Job Title: Equity AdvisorKey Responsibilities:Manage and execute equity trades for clients in line with their personalized investment strategies and preferences.Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM).Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings.Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth.Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust.Stay updated on market trends and financial products to offer the most relevant solutions to clients.Preferred Skills & Experience:In-depth knowledge of equity markets and various financial instruments.Proven ability to build and maintain strong client relationships with a focus on long-term retention.Strong communication skills, capable of explaining complex investment products and strategies to clients.Experience in client acquisition, as well as retention and portfolio growth.How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

Relationship Manager/Associate - Equity DealerJob descriptionRole Description:To be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsRole Description:1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf2. To achieve healthy revenues without compromising on clients profitability3. To conduct regular client meeting after market hoursNew client acquisition4. To attain maximum reach of investment ideas/stock calls initiated5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients6. Keep abreast of the market news, financial trends and current affairsSpecificRole Responsibilities:1. Placing order on behalf of client2. Advising clients with regards to their Investment in Equity3. Client meeting, Branch visits4. Help new client to activate their account5. Activating Stop trader client6. New account acquisitionGraduation is Mandatory. NISM 8 is MandatoryHow to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash: 9156902218

Job Title: Relationship Manager Location: MumbaiRole & 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 RoundSales Manager Round To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: KeralaRole & Responsibilities:Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking.Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients.Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients.SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each.Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals.Preferred Candidate Profile:At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds.Strong communication and interpersonal skills to engage with clients effectively.Basic understanding of broking and operations in the financial sector.Prior experience in the broking industry is an advantage.Strong client acquisition skills with a proven ability to meet targets.Perks & Benefits:Attractive Incentives based on performanceProvident Fund (PF) and Insurance coverageFixed salary plus performance-based incentivesOpportunities for career growth in the financial services industry.Interview Process:HR RoundSales Manager RoundHow to Apply: To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218.

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Chennai & CoimbatoreRole & Responsibilities:Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking.Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients.Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients.SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each.Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals.Preferred Candidate Profile:At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds.Strong communication and interpersonal skills to engage with clients effectively.Basic understanding of broking and operations in the financial sector.Prior experience in the broking industry is an advantage.Strong client acquisition skills with a proven ability to meet targets.Perks & Benefits:Attractive Incentives based on performanceProvident Fund (PF) and Insurance coverageFixed salary plus performance-based incentivesOpportunities for career growth in the financial services industry.Interview Process:HR RoundSales Manager RoundHow to Apply: To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218.