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3.0 - 5.0 years

3 - 5 Lacs

Kolhapur, Nagpur, Aurangabad

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RM Dealers Please find below JD: 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. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351

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3.0 - 8.0 years

3 - 6 Lacs

Madurai, Tiruchirapalli, Coimbatore

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Urgently need Branch Manager, Equity Dealer, RM and BSE in a large stock market company Location Trichy, Coimbatore, and Madurai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

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1.0 - 3.0 years

1 - 2 Lacs

Chennai

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Min Qualification must be a any/Mrkt graduate Min 0 to 2 years knowledge in Stock share broking industry Very Good fluent com skills Presentable, Pleasing personality, Polite, composed to handle any situation Any Deg with NCFM/NISM Certification

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1.0 - 6.0 years

2 - 7 Lacs

Chandigarh, Delhi / NCR

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Urgent Hiring For - Sales Manager | Equity Dealer | Relationship Manager For Chandigarh and Delhi NCR Location Experience:- 2-10 Yrs Role & responsibilities 1. Handling a team of Relationship managers/ Senior Relationship Managers. 2. To ensure that the team achieves its sales targets. 3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch. 4. To achieve sales target in given period through pursuing the prospects to open the Demat & Trading Accounts by making clients aware of the merits of opening Account with SMC group. 5.Generating revenue in terms of brokerage Candidate Should be cleared NISM VIII Certificate Contact :- deepikachaudhary@smcindiaonline.com Deepika Chaudhary 9557075388

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4.0 - 9.0 years

5 - 8 Lacs

Durgapur

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Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

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4.0 - 9.0 years

5 - 8 Lacs

Rohtak

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Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

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4.0 - 9.0 years

5 - 8 Lacs

Meerut

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Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

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4.0 - 9.0 years

5 - 8 Lacs

Varanasi

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Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

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4.0 - 7.0 years

7 - 11 Lacs

Lucknow, Bengaluru

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Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

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2.0 - 6.0 years

4 - 5 Lacs

Kangra, Solan

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Relationship Manager Location - Solan & Kangra Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com

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4.0 - 8.0 years

7 - 11 Lacs

Dehradun, Ahmedabad, Vadodara

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Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

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2.0 - 6.0 years

4 - 5 Lacs

Ajmer

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Relationship Manager Location - Ajmer Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com

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1.0 - 5.0 years

2 - 6 Lacs

Hubli, Chennai, Bengaluru

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Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

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5.0 - 7.0 years

5 - 7 Lacs

Visakhapatnam

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1. Seeking a Sales Manager with 5+ years in the stock market and 3+ years of team handling. 2. Strong knowledge of NSE, BSE, MCX, MF. 3. Expertise in lead/revenue generation, client relationship management, query resolution, and performance tracking Required Candidate profile Candidates with strong finance knowledge are highly preferred Immediate joiners will be given priority Attractive salary with performance-based incentives NISM certification will be an added advantage

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1.0 - 6.0 years

2 - 5 Lacs

Nagpur, Hyderabad, Bengaluru

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JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)

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2.0 - 7.0 years

2 - 7 Lacs

Thane, Goregaon, Mumbai (All Areas)

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Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory

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5.0 - 10.0 years

4 - 8 Lacs

Gadag, Chennai, Bengaluru

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Opening for Branch Manager in Stock Market Company Location-Bangalore, Chennai, Hubli, Margoa, Gadag Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

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3.0 - 8.0 years

3 - 8 Lacs

Kolkata, Mumbai, Indore

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- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

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2.0 - 7.0 years

3 - 7 Lacs

Jaipur

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We are hiring for Equity Dealer. Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@ Divyakalyanwat@rathi.com/8306147406 and can also refer your friend/Colleagues as well

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0.0 - 2.0 years

0 - 2 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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(Mention HR Harsh on CV ) Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. If experienced then candidate should have all the documents of previous organisation. HR Reference (Mention on the CV): Harsh Bhadra We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 8692988070 Email: harsh.bhadra.c@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office). Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Salary best in the market. Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708. For more details contact HR Harsh at 8692988070

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3.0 - 8.0 years

15 - 25 Lacs

Bangalore Rural, Bengaluru

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Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

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3.0 - 7.0 years

7 - 11 Lacs

Chennai

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As the Senior Trainer , you will be responsible for designing, developing, and delivering high-quality training programs for aspiring and existing MFDs. You will also serve as the face of our LMS, hosting webinars, podcasts, and online workshops to establish our platform as the go-to learning hub for MFDs. Responsibilities: LMS Course Management: Take full ownership of the LMS, ensuring all courses are up to date, relevant, and impactful. Develop and refine course content, including NISM V-A training, sales and marketing techniques, client management, and financial advisory strategies. Work with subject matter experts to create new modules that cater to industry trends and MFD best practices. Oversee the quality and effectiveness of learning materials, ensuring high engagement and comprehension. Collaborate with tech teams to enhance the LMS experience for learners. Training Delivery Engagement: Conduct live and recorded training sessions, workshops, and masterclasses for learners at different stages of their MFD journey. Design engaging quizzes, case studies, and assignments to enhance learning outcomes. Provide mentorship and support to learners, addressing their queries and guiding them toward MFD success. Thought Leadership Brand Building: Serve as the primary spokesperson for our LMS through webinars, podcasts, and video content . Develop and deliver insightful content on industry trends, regulatory updates, and best practices in mutual fund distribution. Represent the company at industry conferences, panel discussions, and networking events. Work with the marketing team to create compelling content for social media, blogs, and newsletters. Requirements: 3+ years of experience in the Mutual Fund industry, preferably in training, distribution, or advisory roles. Strong knowledge of NISM certifications, regulatory frameworks, and industry best practices. Exceptional communication and presentation skills, with the ability to simplify complex financial concepts. Experience in developing and delivering online courses or LMS-based training is a plus. Comfortable with public speaking, hosting webinars, and appearing on digital platforms. Passion for educating and mentoring aspiring professionals in the financial industry. Fluent communication in Hindi and English Compensation: The offered compensation package will be based on the candidate s prior experience and current Cost to Company (CTC) Why Join Us Shape the Future of Finance: Be part of a pioneering fintech company thats redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

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2.0 - 7.0 years

4 - 5 Lacs

Begusarai

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Experience : Minimum 2 years of Mutual Funds Operations experience in AMC(Mutual Funds Company) All the operational activities of the branch. Qualification : Graduation / MBA Certificate : NISM 5A Certified Ctc : Upto 5 Lacs Location : Begusarai

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2.0 - 7.0 years

3 - 8 Lacs

Chandigarh, Ambala

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Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

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4.0 - 8.0 years

8 - 15 Lacs

Bengaluru

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Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

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