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1.0 - 6.0 years
2 - 5 Lacs
hyderabad, bengaluru
Work from Office
Role & responsibilities -->1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure prope...
Posted 3 weeks ago
2.0 - 4.0 years
2 - 5 Lacs
ahmedabad, rajkot, vadodara
Work from Office
Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421 .
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
bhopal, madhya pradesh
On-site
You will be joining SMC Global Securities Ltd., an investment banking company based in New Delhi, India, renowned for its comprehensive financial services. At SMC Global, the focus is on providing clients with various investment and trading options while prioritizing the development of trusted relationships and offering innovative solutions in the financial sector. - Executing trades on behalf of clients - Monitoring stock market trends - Managing client portfolios - Offering market insights - Analyzing investment opportunities - Ensuring compliance with trading regulations To excel in this role, you should possess: - Experience in the stock market and trading - Solid understanding of equiti...
Posted 3 weeks ago
2.0 - 5.0 years
1 - 4 Lacs
chennai
Work from Office
GREETINGS!!! WE ARE HIRING FOR EQUITY DEALER Role : Equity Dealer Exp : 2 - 5 yrs Qualification : Any Graduate Location - Chennai Salary - 3LPA - 6LPA( Based on Interview Performance) Contact - 8489756652
Posted 3 weeks ago
2.0 - 5.0 years
1 - 4 Lacs
ratnagiri
Work from Office
Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients, providing personalized banking solutions to meet their financial needs. Identify new business opportunities through cross-selling of retail products such as insurance, mutual funds, and other relevant services. Develop and maintain strong relationships with existing HNI clients to increase wallet share and product penetration. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Meet or exceed monthly targets for sales performance metrics.
Posted 3 weeks ago
3.0 - 6.0 years
3 - 5 Lacs
mumbai, mumbai (all areas)
Work from Office
Department - Broking Channel Designation: Branch Sales - RM Grade: E2, M3 Years of Exp: 3 to 6 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 3+ yrs exp in direct selling of financ...
Posted 3 weeks ago
1.0 - 3.0 years
0 - 3 Lacs
bathinda
Work from Office
Role & responsibilities Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service. Promptly answers customer inquiries in a manner that exhibits quality service. Brings a service orientation that supports the field sales force in meeting their obligations to their clients. Serves as a proactive liaison between shareowners and their representatives, keeping all stakeholders appropriately informed of service issues from discovery through resolution. Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. The CSO is expected to read product literature, industry periodica...
Posted 3 weeks ago
4.0 - 9.0 years
5 - 9 Lacs
tiruchirapalli
Work from Office
Role & responsibilities 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 client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities: To acquire new clients and activate them with asset collection. ...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
new delhi, kanpur, lucknow
Work from Office
An Equity Dealer is responsible for managing client accounts, executing trades, and providing investment advice to help clients achieve their financial goals. Key duties include acquiring new clients, assessing their risk appetite, providing market updates and recommendations, and ensuring accurate and timely trade execution. The role also requires a deep understanding of the market, strong communication skills, and the ability to build client relationships. Core responsibilities Client relationship management: Actively managing client portfolios, conducting client meetings, and providing regular updates on market changes and portfolio performance. New client acquisition: Expanding the clien...
Posted 3 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Phone Banking Officer Day Shift | Inbound Process Salary: • Voice Exp – Up to 4.5 LPA All Banking Benefits Guaranteed Shift to Branch Banking after 2 Year Location: Thane | Malad | Vashi Call Khyati -9773553319 Apply: www.hyfly.in Required Candidate profile Inbound Customer Service – Banking Handle inbound customer calls Verify details & validate documents Ensure interaction with the right customer Cross-sell & pitch relevant banking products
Posted 3 weeks ago
2.0 - 7.0 years
2 - 6 Lacs
chandigarh, new delhi, delhi / ncr
Work from Office
We are Hiring Financial Services Job Description Equity Advisor-Branch (Delhi & Chandigarh) Advising clients on equity & derivatives markets. Conducting in-depth reviews to understand financial needs and recommend appropriate portfolios. Monitoring client investments and providing timely updates. • Achieve revenue targets by cross-selling various financial products Qualifications & Experience Strong knowledge of stocks, bonds, and mutual funds. Experience in wealth management and investment products. Strong market knowledge and analytical skills. Graduate degree is a minimum requirement, with a Post-Graduate or MBA preferred. A valid NISM 8 (Equity Derivatives) certification required.
Posted 3 weeks ago
5.0 - 10.0 years
5 - 12 Lacs
dehradun, kanpur, mumbai (all areas)
Work from Office
Dear Candidate, we are having opening from Leading AMC Role: - Relationship Manager - Customer engagement Channel Location: Mumbai Min 5 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for developme...
Posted 3 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
jalandhar, ambala, gurugram
Work from Office
Urgent hiring as BDRM in Broking companies Job location - Gurgaon , Jalandhar and Ambala Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Having a experience in 2 years in banking / Investment companies Interested candidate please...
Posted 3 weeks ago
3.0 - 8.0 years
2 - 6 Lacs
noida, ghaziabad, gurugram
Work from Office
Urgent hiring as Equity Dealer Job location - Gurgaon , Delhi , Noida and ghaziabad Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place or...
Posted 3 weeks ago
9.0 - 14.0 years
5 - 15 Lacs
kolkata, mumbai, gandhinagar
Work from Office
- 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@gmail.com
Posted 3 weeks ago
1.0 - 6.0 years
4 - 9 Lacs
noida, new delhi, delhi / ncr
Work from Office
Job description Role: Relationship Executive / Relationship Manager CEC Education Background: Graduate/Post-Graduate/MBA with a minimum of 2years of experience in the BFS sector. Work Experience: 1 to 3 years of sales experience .Preference will be given to NISM5A &21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds. Candidate willing to relocate can also apply Critical Skills Required: Relationship Management Influencing Skills Technical/Product Knowledge Presentation Skills Interpersonal Skills Effective Communication Result-orientation with strong adherence to compliance Role Purpose To maximize sales by planning and implementing ...
Posted 3 weeks ago
8.0 - 13.0 years
10 - 14 Lacs
chennai, bengaluru
Work from Office
Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities SR.CEC & TL -CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • 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 ...
Posted 3 weeks ago
5.0 - 10.0 years
5 - 9 Lacs
hyderabad, bengaluru
Work from Office
Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...
Posted 3 weeks ago
0.0 - 1.0 years
2 - 2 Lacs
navi mumbai
Work from Office
Job description Required NISM V-A Certified, Freshers & Experienced Candidates. Process:. SBI, NIPPON, UTI - MUTUAL FUNDS. Graduation is mandatory Good Communication Skills(Versant 4-6) Inbound & Outbound Process Shift- 8 am to 8 pm window shifts (any 9 hrs) Week Off: Sunday Off & Rotational Off Salary: 18K In-hand, 22K CTC. Fresher & Experienced can apply If NISM Certified V-A, 10k Joining Bonus(2 Installment) Address: Startek Bay-F, 119, 1st Floor, Rupa Solitaire, MBP, Ghansoli, Navi Mumbai.
Posted 4 weeks ago
2.0 - 4.0 years
0 - 3 Lacs
panipat, jalandhar, ambala
Work from Office
Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance
Posted 4 weeks ago
2.0 - 5.0 years
3 - 6 Lacs
nagpur
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 4 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
kolkata, hyderabad, pune
Work from Office
Roles and Responsibilities: • 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 fo...
Posted 4 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
raigarh, sambalpur, ranchi
Work from Office
JOB DESCRIPTION : Business Development - Retail Department JOB PROFILE: Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their...
Posted 4 weeks ago
3.0 - 5.0 years
3 - 6 Lacs
bhopal, indore, jodhpur
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 4 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
kolkata, pune
Work from Office
Roles and Responsibilities: • 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 fo...
Posted 4 weeks ago
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