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2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Quantsapp Advisor at Quantsapp, you will play a crucial role in engaging users and introducing them to best practices in systematized learning. Your responsibilities will include keeping up with the latest tactical knowledge in options trading and sharing updates with clients, building and maintaining strong relationships with key stakeholders, negotiating and closing deals to achieve sales targets, and staying updated with the latest developments in the options trading industry. It will be essential for you to maintain Key Result Areas (KRAs) for the successful fulfillment of your daily duties. Joining Quantsapp as a Quantsapp Advisor offers you numerous benefits, including continuous and paid on-the-job training in options trading, industry-leading incentives, a work environment with no lead hunting, and exceptional work-life balance with generously paid holidays. To excel in this role, you should possess a proven track record of success in business development or sales roles, strong communication and negotiation skills, knowledge of stock market and options current market trends (which is a plus), the ability to work both independently and as part of a team, a bachelor's degree in business administration or finance, previous experience in options training (an advantage), good exposure to the share market industry, awareness of current market trends, target-oriented mindset, excellent communication skills, and a certification in NISM can be a plus point. Working at Quantsapp will provide you with the opportunity to be part of a company with a solid track record of performance, collaborate with and learn from top talent in the industry, and engage in a role that offers a wide range of learning opportunities.,
Posted 4 days ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
As a candidate for this role, you are expected to possess strong communication and interpersonal skills, enabling you to build and nurture long-term relationships with clients. It is essential that you have an existing network of clients and corporates, fostering robust connections. A comprehensive understanding of the Mutual Fund Industry, Capital Market, and factors driving growth and profitability is crucial for success in this position. Furthermore, exceptional team management abilities are required to lead effectively. Having certifications in NISM and CFP would be advantageous for your application. Your primary responsibilities will involve generating leads and seeing them through to closure, collaborating closely with the Operations and Sales backend team. Developing and implementing plans that cater to client needs is a key aspect of this role. The ideal candidate should be self-motivated, adaptable to change, and capable of handling multiple tasks simultaneously. A willingness to immerse yourself in a startup environment is essential, along with the possession of a laptop. Your primary duties will revolve around managing the organization's current clients, addressing service-related, operational, or sales-related inquiries. Additionally, you will be tasked with securing new business from existing clients across various financial services. Supervising and motivating the team, resolving internal conflicts, and boosting morale are also part of your responsibilities. Engaging with individuals through various communication channels such as phone, email, chat, screen-sharing, and social media for financial planning purposes is a key aspect of the role. Acquiring and retaining High Net Worth Individuals (HNI) clients, meeting targeted client and Asset Under Management (AUM) objectives, and generating revenue through financial planning solutions are vital responsibilities. Organizing seminars and other business development activities and effectively communicating team goals are crucial components of your role.,
Posted 2 weeks ago
2.0 - 7.0 years
2 - 7 Lacs
Hyderabad, Telangana, India
On-site
Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential.
Posted 1 month ago
9.0 - 12.0 years
8 - 12 Lacs
Pune
Work from Office
Role & responsibilities The position is responsible for leading and managing team in the assigned region to meet sales targets Ensure effective and smooth relationship with all important touch points in PSU channel Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Responsible for achieving Sales Targets, Sales patterns in the market Market & industry analysis Generating & increasing sales Influence decision making at senior levels of prospective business organizations Preferred candidate profile Educational Qualification Mandatory: NISM certification Preferable: Management Graduate (MBA or equivalent) Technical & Professional Knowledge required Product knowledge. Market knowledge / extensively networked Key account management skills. 9-12 years of relevant experience Proven performance track record (sales) Exposure to M.F industry will be added advantage. Problem Solving, Conflict Management, Interpersonal and persuasive skills, Sound knowledge of numbers Should have an eye for detail Good communicational abilities and pleasing personality Should be ready to expand job portfolio horizonta
Posted 1 month ago
1 - 4 years
4 - 5 Lacs
Surat
Work from Office
• Direct Credit Rejection, Red Payout Authorisation, MIR- 38, NFT rejection • Pending & Exemptions for Financial Transaction, Excess/Short Credit • Resolve queries & complaints • Follow up with CAMS • ARN empanelment queries • Guide distributors Required Candidate profile • 2 + Years of relevant experience in the Mutual Fund Industry. • Graduate and Should be NISM Certified • Should have good communication skills
Posted 2 months ago
1 - 4 years
4 - 5 Lacs
Jaipur
Work from Office
• Direct Credit Rejection, Red Payout Authorisation, MIR- 38, NFT rejection • Pending & Exemptions for Financial Transaction, Excess/Short Credit • Resolve queries & complaints • Follow up with CAMS • ARN empanelment queries • Guide distributors Required Candidate profile • 2 + Years of relevant experience in the Mutual Fund Industry. • Graduate and Should be NISM Certified • Should have good communication skills
Posted 2 months ago
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