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2.0 - 4.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Responsibilities: NISM 8 & NISM 5A mandatory To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Qualifications 2-4 years' of client relationship experience Ability to manage multiple tasks and clients Strong communication and interpersonal skills Show more Show less
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
kolkata
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...
Posted 3 weeks ago
2.0 - 5.0 years
2 - 5 Lacs
ahmedabad, rajkot, vadodara
Work from Office
Direct Responsibilities • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. • Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers • Responsible for Handling HNI Clients • Coordinating with clients for their daily trades in Equity. • Help customers to Execute trade online and place orders on behalf of customers. • Achieve healthy revenues without compromising on clients profitability. • Making confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. •...
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - nirav.soneji@kotak.com
Posted 1 month ago
1.0 - 3.0 years
3 - 8 Lacs
Rajkot, Surat, Mumbai (All Areas)
Work from Office
Commodity/Equity Role Involved advising/dealing trading cross selling involved. Strong knowledge of capital market.Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Managing large customer with book size of 25lac & above Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF
Posted 2 months ago
1.0 - 3.0 years
3 - 8 Lacs
Ahmedabad, Vadodara, Mumbai (All Areas)
Work from Office
Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF
Posted 2 months ago
1.0 - 3.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- salonidevi.vishwakarma@kotak....
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenue...
Posted 2 months ago
2.0 - 6.0 years
2 - 7 Lacs
Nagpur, Surat, Mumbai (All Areas)
Work from Office
1.Responsible for New Client Acquisition (sales) 2.Building relationships & Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf 3.Responsible for achieving brokerage & Executing Trades Orders Required Candidate profile 1.Candidates should be local and experienced from any securities company. 2.NISM-8 certificate mandatory. 3.Age max 40 4.Employment gap not more than 3 months 5.CIBIL minimum 650
Posted 2 months ago
1.0 - 5.0 years
1 - 3 Lacs
Mumbai
Work from Office
Hi All, Please find below opening. Position - Capital Market Helpdesk Support(Customer service Voice process) Requirement : Mandatory: Qualification: Graduate (B.COM, BMS, BAF desirable) NISM Certification 8 or 12 Desirable Knowledge of Dialers & CRM will an added advantage Excellent communication and presentation skills . Job Description Mandatory basic knowledge of Primary, Equity and Derivative segment of capital Market. Should be able to respond to Member, Dealer and Investor over calls in a timely and efficient manner. Should have decent Written and verbal communication skill. Query solving capability. Keep the track of pending queries/issues and Coordinate with multiple department/team...
Posted 3 months ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Vadodara
Work from Office
Urgent Opening for Equity Advisor if interested call on 9911377334 or mail at ncrhr@outlook.com Execute the orders on behalf of clients. Revenue generation/ Equity, wealth products like MF, PMS, Insurance, Bonds, NCDs Punch orders for clients
Posted 3 months ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Role & responsibilities : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Comp...
Posted 3 months ago
1.0 - 6.0 years
3 - 4 Lacs
Mumbai, Mumbai Suburban
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION IDBI Capital Markets and Securities Limited DESIGNATION Equity- Dealer NO. OF VACANIES 1 EXPERIENCE RANGE 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification ESSENTIAL QUALIFICATIONS Any graduate / post-graduate CANDIDATE'S PROFILE - Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. - Responsible for achieving brokerage revenues. - Increasing client base through ex...
Posted 3 months ago
1.0 - 3.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- ritu.kadam@kotak.com Contact ...
Posted 3 months ago
1 - 6 years
0 - 3 Lacs
Vijayawada, Visakhapatnam, Guntur
Work from Office
Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition ...
Posted 4 months ago
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