-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

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

BLB LIMITED INTRA DAY JOBBERS ( Option Strategy) Required Experienced Intra Day Option Strategy ----- JOBBERS ---- - for trading at NSE on various softwares Greek etc. Must possess hands on experience of 2+ years, NISM qualification. Salary and Incentive at par with industry. Apply at E-mail- admin3@blblimited.com or Whats app @+91-8920301323.

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. HR Reference (Mention on the CV): Samid Mirkar 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: 7977105185 Email: samid.mirkar@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) and double vaccinated. 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). 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.

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling 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. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Hiring fresher or experienced candidates for sales of Mutual fund for Stock broking firm .Also hiring candidate with experience or knowledge of share trading . Excellent opoortunity to gain experience in Financial market. Salary +incentive+allowance.

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

Maintain lead management through cold calling, networking, references and on-field visits.Develop channel partner business vertical, Banking sector 3-in-1 product. Conduct seminars, workshops, and promotional campaigns to attract potential client.

Role & responsibilities Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with the research team for advice/review of the portfolio for top customers on regular basis. Eligibility Criteria: Experience in Team Handling. Good knowledge of Equity Market and TPP Good communication (Written and Verbal). Should be NISM certified. Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Role & responsibilities Dealer / Trade Advisors are individuals who are experienced in the stock markets and have the requisite skills for acquiring big-ticket clients, advising them on their stock market decisions, and executing client trades on the terminal (Acquisition and dealing). Experienced professionals in acquiring and trading for HNIs' & UHNI's Capable of acquiring a big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationships with HNI clients In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. Preferred candidate profile The person should be NISM certified, a Graduate, and must have experience trading on the terminal.

Core Responsibilities: Product Expertise, Factsheet Development, Material Preparation & Distribution, Timely Advertisement Approvals, Client & Distributor Engagement, Sales Support & Calling, Market Analysis

Dear Candidate, Urgent opening with leading broking firm. Exp - 1-2 Yrs CTC - Upto 5 LPA Location : Pune Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clients who have shown interest in our services by registering on our website with their details (name, phone, and email). Pitch stockaxis research services to these users and convert leads into long-term clients. Build strong relationships with clients through regular calls and emails. Service & Client Support: Offer excellent customer service by addressing client inquiries and providing information about our research services. Educate clients on how to make the most of the services we offer and guide them on building a balanced portfolio using our stock recommendations. Sales & Incentive Motivation: Drive personal and team sales targets by acquiring new clients and expanding existing client relationships. Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Be eager to learn and improve sales techniques to maximize earning potential. Required Qualifications: Education: Bachelor's degree in any discipline. Certification: NISM-Series-XV: Research Analyst Certification (to be completed before joining). Experience: Minimum of 1-2 years of experience in sales , preferably in the stock broking industry. Previous experience in client acquisition, lead generation, or telesales is an advantage. Skills & Competencies: Strong Sales Qualities: Ability to drive sales, close deals, and meet targets. Customer Understanding: Strong understanding of customer behavior, client needs, and how to engage effectively. Communication Skills: Excellent verbal and written communication skills. Self-Motivated: High level of motivation to exceed sales targets and learn new skills. Tech-Savvy: Comfort with CRM tools, email communication, and working in a digital environment. Personal Attributes: Eager to learn about stock markets and investment strategies. Driven by incentives and motivated by performance-based rewards. Friendly, team-oriented, and passionate about customer success. Benefits: Competitive salary with aggressive incentive plans . Work-from-home opportunity with a hybrid model. Training to help you grow your career in stock market research. Friendly, supportive work culture. Professional growth opportunities in the stock market space. If you're a motivated self-starter eager to build a career in the stock market and are driven by sales performance, we would love to hear from you! Apply Now! Send your updated resume to hr@stockaxis.com with the subject line: Equity Advisor Application.

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

Payroll-Indian MNC Bank Work Location-Belapur Salary Range-14.5k to 19.5k Above Belapur Station Graduate Fresher welcome Day Rotational Shift Inbound Banking Process call 8779281301-Yogesh email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

As part of the retail distribution team, financial advisory services to clients and manage their portfolio. Revenue generation Client network development Compliance Maintain a high level of compliance as per company norms. Certified NISM Series VIII.

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, 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 profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- Priya@avaniconsulting.com What's app and call - 9572355460

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company

Call & Trade Location- Thane Candidates with 6 months experience and above can apply. NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls. 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : smruti.kadam@kotak.com

Promote and sell stock market-related products and services to new and existing clients. Advise clients on investment opportunities, trading strategies, and market trends. Generate leads and proactively contact potential investors via calls, emails, and meetings. Maintain a strong pipeline of sales prospects and convert leads into active accounts. Assist clients in account setup and execution of trades. Monitor clients portfolios and provide regular updates and performance insights. Stay updated with stock market news, economic trends, and regulatory changes. Meet or exceed monthly sales targets and KPIs. Prepare regular reports on sales performance and client feedback

Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Dear Candidates, Greetings!! We are looking for PCG Sales/Dealer role in one of the Big broking company. -Candidate having good Experience in Wealth Products . -Cross sales experienced Required . -Good Exposure in Client Acquisition. If you are intested pls share your resume on tisha@getwork.org. Thanks & Regards Tisha