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3.0 - 6.0 years
2 - 4 Lacs
Dhule, Nashik, Shirpur
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management. Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint. Experience working with CRM software is an added advantage.
Posted 1 week ago
1.0 - 3.0 years
1 - 4 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 9158043197 Immediate Joiners Only
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Pune
Hybrid
Company:Kiya.ai Location:Pune Work Mode: Hybrid Skills Required - Experience with Mutual fund , Nav calculation , hedge fund , reconciliation, fund administration . max 1 yrs gap in career will consider but the previous exp has to be relevant. The Fund Administrator will be responsible for: Maintaining books and records for multiple fund of hedge funds utilizing general ledger accounting system. Reconciling records with third party administrators. Internal and external performance reporting. Handling fund-of-funds cash management, including investor and manager subscription/redemption activity, account balances, expense monitoring and credit facility. Maintaining liquidity schedules and governing agreements. Interacting with external managers, administrators and custodians. Qualifications: Related work experience required, preferably in a similar position at a fund administrator or hedge fund. Bachelor's degree or equivalent experience required. Major in accounting, math or business preferred. Minimum GPA of 3. 0 strongly preferred. Specific knowledge of the fund of funds industry preferred. Proficiency in Excel required; Strong analytical and computer skills are a must. Prior experience with a general ledger accounting system a plus. Demonstrated time management and problem solving skills required. Strong organizational, follow-up, and communication skills are required. **Interested candidates drop your resume to saarumathi.r@kiya.ai or reach me at 8946064544 **
Posted 1 week ago
2.0 - 5.0 years
3 - 4 Lacs
Bengaluru
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
3.0 - 6.0 years
7 - 10 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
2.0 - 5.0 years
2 - 6 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
1.0 - 4.0 years
1 - 4 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
2.0 - 5.0 years
1 - 4 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
4.0 - 7.0 years
3 - 7 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you JD DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
4.0 - 7.0 years
2 - 6 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
2.0 - 6.0 years
4 - 7 Lacs
Bengaluru
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
2.0 - 6.0 years
3 - 7 Lacs
Bengaluru
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 week ago
3.0 - 5.0 years
2 - 5 Lacs
Gurugram
Work from Office
Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3-5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.Quality Review of high dollar Money In- Retirement Services TransactionsManage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performanceDevelop and implement operational strategies that optimize efficiency, productivity, and customer satisfactionEnsure compliance with organizational policies, procedures, and standards for quality and performanceIdentify and analyze operational issues and develop solutions to improve processes and proceduresDevelop and implement training programs to improve the skills and knowledge of team membersRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for Bachelor s degree in business administration, operations management, or a related field6+ years of experience in Retirement Services, with a proven track record of successfully managing and leading teamsStrong leadership skills, with the ability to motivate and inspire team membersExcellent communication skills, both written and verbal, with the ability to effectively present complex information to a range of audiencesStrong analytical and problem-solving skills, with the ability to identify and resolve operational issuesKnowledge of operational best practices, including quality control, performance management, and process improvementProficient in the use of relevant software, including Microsoft Office, project management tools, and other relevant applicationsStrong organizational skills, with the ability to manage multiple projects and priorities simultaneouslyAbility to work independently and as part of a team, with a strong commitment to collaboration and teamwork6+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services.3+ years of experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Adjustments/Corrections. Quality Review for high dollar value transactions.ASPPA Certification (Preferred). Roles and Responsibilities: Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.Quality Review of high dollar Money In- Retirement Services TransactionsManage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performanceDevelop and implement operational strategies that optimize efficiency, productivity, and customer satisfactionEnsure compliance with organizational policies, procedures, and standards for quality and performanceIdentify and analyze operational issues and develop solutions to improve processes and proceduresDevelop and implement training programs to improve the skills and knowledge of team membersFoster a culture of continuous improvement and innovation within the operations teamPrepare reports and presentations on operational performance Qualification Any Graduation
Posted 1 week ago
7.0 - 11.0 years
4 - 8 Lacs
Mumbai
Work from Office
Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Uses extensive knowledge to consult on complex compliance and risk issues. Keeps abreast of new laws and regulations to determine impacts on firm compliance standards. Collaborates with management to develop new policies and practices to ensure compliance with legal requirements.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational compliance issues. Provides guidance to lower-level associates working on less complex issues.Responsible for ensuring that team members across the firm are aware of internal processes regarding compliance and that they are implementing programs to follow policies applicable to their areas.Serves as an advisor to the business on compliance-related issues. Consults with managers on new firmwide policies, guiding them on matters related to implementation and compliance; monitors ongoing compliance across all teams. Designs andExecutes education and training programs for employees whose functions or responsibilities involve compliance with applicable firm policy and regulatory and industry laws.Leads projects to resolve process issues and to evaluate plan documents and administrative forms for compliance issues.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. Qualification Any Graduation
Posted 1 week ago
3.0 - 8.0 years
3 - 6 Lacs
Bilaspur, Raipur
Work from Office
Greeting from HDFC Bank!! We are hiring for Personal Banker Classic roles - Raipur and Bilaspur l Near by Job Role : Personal Banker Classic Job Location : Raipur and Bilaspur l Near By Role & responsibilities Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. Maintain Daily Sales Report • CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line • Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell. Preferred candidate profile Any Graduate or Post Graduate with minimum 3 years of experience is Preferred in sales / banking / insurance / NBFC. Please share updated resume on shivam.chouhan@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Role & responsibilities Preferred candidate profile
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Mumbai
Work from Office
Drive sales and client acquisition by converting physical securities into dematerialized form while managing end-to-end client relationships and compliance processes
Posted 1 week ago
0.0 - 3.0 years
3 - 4 Lacs
Hyderabad, Chennai, Surat
Work from Office
Urgent Hiring For Pension Channel Exp:-2 years in Sales, with a minimum of 6 months in the BFSI industry CTC: 4 LPA + Monthly Incentives Contact Person:HR Snehal:8788255050
Posted 1 week ago
10.0 - 20.0 years
18 - 30 Lacs
Ahmedabad, Jaipur, Mumbai (All Areas)
Work from Office
Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment recommendations Ensure timely MIS reporting and performance tracking Desired Candidate Profile : 10+ years of experience in Equity Broking / Capital Markets / Wealth Management Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record Proven leadership in managing and scaling teams Deep understanding of financial products across asset classes Strong communication, networking, and relationship-building skills Existing client relationships and team-building capabilities are a plus Education : UG: Any Graduate PG: MBA/PGDM Finance (preferred), or equivalent
Posted 1 week ago
1.0 - 3.0 years
2 - 3 Lacs
Pune
Work from Office
Position Summary: We are seeking a highly motivated and customer-focused Chat Agent to join our dynamic team. The ideal candidate will be responsible for providing accurate, timely, and professional support to our clients regarding their securities business queries via live chat. This role requires a strong understanding of stock market operations, investment products, and excellent communication skills to assist clients with their trading and investment-related inquiries. Key Responsibilities: Live Chat Support: Respond promptly and efficiently to a high volume of inbound customer chat inquiries related to stock market activities, trading platforms, and investment products. Query Resolution: Accurately identify and resolve customer issues, including but not limited to: Account-related queries: Account opening, KYC, login issues, password resets, demat account statements. Trading queries: Order placement (buy/sell), order status, trade execution, margin calls, stop-loss orders, bracket orders, cover orders, options and futures trading. Market information: Stock quotes, historical data, market indices, corporate actions (dividends, splits, bonuses, rights issues). Platform navigation: Guiding customers through the trading platform, mobile app, and web portal features. Product information: Explaining various investment products (equities, mutual funds, ETFs, derivatives, bonds, commodities). Regulatory compliance: Providing information on regulations, exchange rules, and other relevant guidelines. Fund transfers: Inquiries related to deposits, withdrawals, and fund settlement. Information Dissemination: Provide clear, concise, and accurate information, explaining complex financial concepts in an easy-to-understand manner. Escalation Management: Identify and appropriately escalate complex or unresolved issues to the relevant internal departments (e.g., trading desk, back office, compliance) while ensuring a seamless customer experience. Documentation: Maintain detailed and accurate records of all customer interactions and resolutions in the CRM system. Feedback & Improvement: Proactively identify trends in customer inquiries and provide feedback to management for process improvement, FAQ development, and product enhancements. Compliance: Adhere strictly to all company policies, regulatory guidelines and data privacy regulations. Continuous Learning: Stay updated with the latest market trends, financial products, regulatory changes, and company offerings. Quality Assurance: Ensure all chat interactions meet company quality standards and service level agreements (SLAs). Required Skills and Qualifications: Education: Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. Experience: 1-3 years of experience in customer service, preferably in the financial services or stockbroking industry, with a strong emphasis on chat support. Stock Market Knowledge: Preferred and strong understanding of stock market ( Preferably European ), including equity, mutual funds, and basic knowledge of commodities/forex. Familiarity with stock market regulations and exchange operations is a significant plus. Communication Skills: Excellent written communication skills with impeccable grammar, spelling, and punctuation. Ability to explain complex information clearly and concisely. Technical Proficiency: Proficient in using CRM software, live chat platforms, and Microsoft Office Suite (Word, Excel). Familiarity with trading platforms is highly desirable.
Posted 1 week ago
0.0 - 1.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Job Title: Junior Trader Intern Location: Remote / Hybrid (Bangalore Preferred) Organization: PipRaisers Stipend: Up to 30,000/month Duration: 2 Months Opportunities: Pre-Placement Offer (PPO) & Letter of Recommendation (LOR) About PipRaisers PipRaisers is a performance-focused proprietary trading and portfolio research firm committed to shaping elite traders through structured training, real-time market immersion, and deep mentorship We operate across major asset classesForex, Commodities, Indices, and Cryptocurrenciesbringing institutional discipline to retail talent Role Overview As a Junior Trader Intern at PipRaisers, youll be embedded within a fast-paced trading environment Youll support trade identification, execution, and performance trackingwhile learning how to navigate markets with a strategy-first mindset This role offers unmatched access to live trading desks, tactical mentorship, and skill-building in both discretionary and systematic trading Key Responsibilities Track and analyse real-time movements across global asset classesforex, indices, metals, and crypto Execute trades on demo/live platforms using predefined strategies and strict risk rules Study technical setups, market structure, and intraday patterns for trade generation Maintain and review trade logs, performance metrics, and execution notes Stay updated on macroeconomic events, news releases, and market sentiment drivers Assist in developing and refining trade strategies with the mentorship of senior traders Engage in daily trade briefings, post-market analysis, and peer reviews Who Should Apply Final year students or recent graduates from Finance, Quant, or STEM backgrounds Highly passionate about live trading, risk-taking, and building an edge in the markets Skilled in technical charting tools like TradingView, MetaTrader, or similar platforms Strong numerical aptitude, decision-making speed, and emotional resilience Bonus: Experience with paper trading, competition trading, or journaling trade ideas What Youll Gain Real-time exposure to execution-based trading and strategy development Structured training in risk management, journaling, and live trade execution Stipend of up to 30,000/month based on performance and deliverables Letter of Recommendation (LOR) and Internship Certificate Opportunity for PPO based on trading performance, consistency, and commitment 1-on-1 mentorship with senior traders and access to elite trader playbooks Application Deadline: 30th of the Month
Posted 1 week ago
5.0 - 10.0 years
7 - 12 Lacs
Bengaluru
Work from Office
Responsibilities: * Manage Rs 1.00 Crore Client portfolio, provide investment advice * Lead HNIs through financial planning & execution * Meet revenue targets through mutual fund sales & PMS management Health insurance Annual bonus
Posted 1 week ago
0.0 - 3.0 years
2 - 3 Lacs
Gwalior, Jabalpur, Surat
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP
Posted 1 week ago
0.0 - 3.0 years
2 - 3 Lacs
Gwalior, Jabalpur, Surat
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP
Posted 1 week ago
0.0 - 3.0 years
2 - 3 Lacs
Gandhinagar, Rajkot, Vadodara
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP
Posted 1 week ago
0.0 - 3.0 years
2 - 3 Lacs
Gandhinagar, Rajkot, Vadodara
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP
Posted 1 week ago
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