Multiple penings_ Leading Stock Broking House

2 years

30 Lacs

Posted:18 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Part Time

Job Description

#Multiple Oᴩᴇɴɪɴɢs Wiᴛʜ Lᴇᴀᴅɪɴɢ Sᴛᴏᴄᴋ Bʀᴏᴋɪɴɢ Iɴᴅᴜsᴛy:

1. #CLUSTER_HEAD_Private_Wᴇᴀʟᴛʜ.

Lᴏᴄᴀᴛɪᴏɴ: Ahmedabad, PUNE, MUMBAI. DELHI. BANGALORE, Kolkata, Chennai.

CTC: 60.00 LPA.

Team Leading.

2.#Private_Wᴇᴀʟᴛʜ_Mᴀɴᴀɢer.

-INDIVIDUAL ROLL.

CTC: 50.00 LPA.

Lᴏᴄᴀᴛɪᴏɴ: Ahmedabad, SURAT, PUNE, VADODARA MUMBAI.DELHI. BANGALORE,

#Must ensure the growth of ᴀᴜᴍ/ Book Size.

  • Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • BUSINESS development through the acquisition of HNI/UHNI Clients.

Handling HNI Clients for wealth management. offerings like MF, PMS, AIF, Financial Advisory, Financial Planning Products, Structure Products, etc.

Skills: Mutual Funds · Equity Research · Equities · Investment Strategies ·

Customer Acquisition · Financial Planning ·

#New Client Acquisitions.

# Excellent verbal and written communication skills

#Managing Client Portfolio.

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks.

-------------------

#Regional Head_IP

#Gujarat.

#Products: IP Management, Investment products, PMS, AIF, MF, ETC.

#Location–Ahmedabad.

#CTC: up to 23 LPA.

Responsibilities:

1. Lead a Team of HNI/UHNI Advisors and Retail Advisors.

2. to generate Brokerage.

3. Develop the Team through various in house Training.

#Excellent communications skills and Aggressive

*Should have Experience in Leading Large Team.

#Responsible for achieving targets based on acquisition and revenue generation through investment products.

  • Responsible for business development through the acquisition of high net-worth clients.

# communication skills.

Financial Services Sales.

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.comwith your Current CTC.

Regards.

@@@

#Advisor– Franchise Servicing- SALES & SERVICE.

#CTC: 10.0 LPA.

(Minimum 2-3 years of experience in team leading)

#INDIVIDUAL PROFILE.

LOCATION: MUMBAI- WESTERN LINE & CENTRAL LINE-

Job Responsibilities:

#Advising Ultra HNI clients on equity, derivatives, currency & commodity markets.

#focusing on customer & BA longevity with company by focusing more on research & deep knowledge based advice.

#Will be responsible to meet large customers and BA on regular basis.

#Advising Customers suitable products like Mutual fund, PMS, IAP, I insurance.

Requirements:

#Candidate should have 3 years of Sales experience in Equity/MF/PMS/Wealth.

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

==========

#Team Leader.-Sales Manager-EQUITY

LOCATION: Ahmedabad, VADODARA, SURAT.

#CTC: Up to 7.00 LPA.

Must be Experienced in Sales and Dealing.

1.Building relationships with clients & educating them about Investments.

2.Broking products & services and other investment products like mutual funds, insurance, SIP, PMS, AIF.

3.Should possess good communication skills.

4. Managing the Equities Investment & Trading portfolio of the clients.

*****

1.#Relationship Manager- sales.

2.#ᴇqᴜɪᴛy ᴀᴅᴠɪsᴏʀ- (Sales And Trading)

#Individual Profile.

#Location: Ahmedabad, MUMBAI, BANGALORE. DELHI. VADODARA, SURAT, PUNE,

#ᴄᴛᴄ: ᴜᴩ ᴛᴏ 12.00 ʟᴀᴄ.

#qᴜᴀʟɪfɪᴄᴀᴛɪᴏɴs: Degree/ᴍʙᴀ

#ᴇxᴩᴇʀɪᴇɴᴄᴇ: 1-5 yᴇᴀʀs.

#Job Description:

Selling Products: Equity, SIP, MF, PMS, ETC.

#Client Acquisition

#Building relationships with clients & educating them about Investments.

#Should possess good communication skills.

NISM Certificate is Mandatory for #Trader.

Financial Services Sales, mutual funds, Leadership, investment products, communication Skills.

IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me a relevant Reference.

Thanks.

=================

Franchise Manager- Sales/ Service

Location : Ahmedabad.

CTC: Up to 6.0 Lacs

Role:

To handle and develop Equity Broking Accounts and other products with the help of assigned Franchise

Achieving the monthly targets.

To ensure-productivity as per performance norms

Education: Degree

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks

========

Investment_Manager,

#Direct Selling.

#Individual Profile

LOCATION: Ahmedabad,VADODARA,

CTC: Up to– 8.00 Lacs.

Experience: 2-7 Years of Sales _Investment_Products, PMS, MF.

Education: Degree. .

Experience in handling HNI Relationship, Sales & Financial Planning of HNI

Having experience of handling HNI Client Acquisitions and Relationship Management & service.

#Acquisition of PMS,MF from open market.

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks.

****

#Relationship_Manager_SALES.

· Min 6 months experience in CASA, insurance, Dmat, SIP, credit cards as sales person

· Industry – Banks, Broking and insurance

· #CTC Up to–6 Lakhs

· Good Communication skills and Presentable

#LOCATION: PUNE. Surat , Ahmedabad, Vadodara, Mumbai,

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks.

*******

#Relationship_Manager- sales.

#CTC Upto 5.50 LPA

#Mumbai, PUNE.

==============

#Sales_cum_Dealer.-

#CTC Upto 5.50 LPA.

#Mumbai, PUNE.

Key Skills:

Building relationships with clients & educating them about Investments products & services and other investment products like Equity, mutual funds, insurance, SIP, PMS etc.

Financial Services Sales, mutual funds, Leadership, investment products, communication

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks.

==========

#Relationship_Manager-

1. Retail sales Division.- PUNE, AHMEDABAD, SURAT, VADODARA, MUMBAI

2. Franchisee Division. - PUNE, MUMBAI

3. Franchisee – Ex-change member servicing : MUMBAI.-Central & Western Line

4. Franchisee – Account Opening & KYC : MUMBAI.-Central & Western Line

#CTC: up to –4.00 Lacs.+ Incentives.

#LOCATION: Surat, Ahmedabad. Vadodara, RAJKOT, Mumbai, PUNE, Bangalore.

TRAINING WILL BE PROVIDED.

Experience: 6 Mo.-5 Years of Sales experience in Stock Broking/Finance/Banking/Insurance or ANY sales.

Description:

  • Acquisition of De-mat Account from the open market.
  • Meeting & pitching customers
  • Need to maintain relations with clients.

* Business Development, Customer Service.

  • Products: Demat A/C / SIP/Mutual Fund/ Equity.

#IF you are interested, Please ᴅʀᴏᴩ your updated CV- on datalivetech@gmail.com with your Current CTC.

Regards.

NextGen ᴩʟᴀᴄᴇᴍᴇɴᴛ

Contact: 7878895651

Or send me some Reference.

Thanks.

Job Type: Permanent

Pay: Up to ₹3,000,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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