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10.0 - 20.0 years
12 - 20 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Vadodara
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in
Posted 1 month ago
0.0 - 5.0 years
3 - 3 Lacs
Thane, Gurugram, Mumbai (All Areas)
Work from Office
Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 9137797705 HR Hrutika www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Varanasi, Hyderabad, Lucknow
Work from Office
Qualification : Graduate with NISM 8 Job Description: Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 Email I'd - mansi.y@opusglobalservices.com
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Kolkata, Jaipur, Raipur
Work from Office
Job Description Qualification: Graduate with NISM 8 Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 Email I'd - mansi.y@opusglobalservices.com
Posted 1 month ago
1.0 - 6.0 years
3 - 7 Lacs
Patna, Ranchi, Shimla
Work from Office
Job description: 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com
Posted 1 month ago
4.0 - 8.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Direct 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. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258
Posted 1 month ago
2.0 - 6.0 years
5 - 9 Lacs
Chennai, Jaipur, Bengaluru
Work from Office
Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc
Posted 1 month ago
2.0 - 6.0 years
5 - 9 Lacs
Chennai, Jaipur, Bengaluru
Work from Office
Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc
Posted 1 month ago
2.0 - 3.0 years
8 - 9 Lacs
Chandigarh, India
On-site
Description We are looking for an experienced Operations Executive to join our team. The ideal candidate will have 2-3 years of experience in operations and will be responsible for managing day-to-day operational tasks and ensuring smooth functioning of the business. Responsibilities Oversee day-to-day operational tasks Ensure timely completion of tasks and projects Maintain records and documentation Manage inventory and logistics Collaborate with different teams to streamline processes Identify areas for improvement and implement solutions Ensure compliance with company policies and regulations Skills and Qualifications Bachelor's degree in Business Administration or related field 2-3 years of experience in operations Proficient in Microsoft Office and other relevant software Excellent communication and interpersonal skills Ability to work under pressure and meet deadlines Strong problem-solving and analytical skills Knowledge of inventory management and logistics Familiarity with relevant laws and regulations
Posted 1 month ago
1.0 - 2.0 years
5 - 8 Lacs
Mumbai
Work from Office
Role : ESG Data Analyst Position type: Offroll (Quess Corp Payroll) During work from home (WFH) phase candidates should have continuous stable internet connectivity (broadband) and Laptop/ PC for working, minimum 100 MBPS needed. Experience: 06 Months OR 1.5 years (In ESG) Work profile: Extraction of ESG related data from annual reports, company websites, google search. Data basing of extracted data. Should have working knowledge of excel and word Working on ad hoc tasks involving use of excel/ databases relating to financial and non-financial information relating to corporates, business entities, industry performance, etc. Skills: Data extraction skills. Experience in secondary research. Proficiency in MS Excel/ spread sheets is must. Proficient in Communication. Working with colleagues towards achievement of individual and team level goals.
Posted 1 month ago
0.0 - 2.0 years
2 - 2 Lacs
Chennai
Work from Office
The person should responsible for handling the administrative and support tasks that ensure smooth business operations. The role involves data management, documentation process coordination and assisting front-end teams with required backend support.
Posted 1 month ago
1.0 - 4.0 years
0 - 2 Lacs
Kochi
Work from Office
Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target
Posted 1 month ago
1.0 - 4.0 years
0 - 2 Lacs
Kozhikode
Work from Office
Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target
Posted 1 month ago
2.0 - 4.0 years
2 - 3 Lacs
Kochi
Work from Office
Coordinating with clients for their daily trades in Commodity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Making confirmation Required Candidate profile Graduate / Post graduate Willingness to work in night shift NISM- Commodity series 16 & Currency certified
Posted 1 month ago
5.0 - 10.0 years
5 - 9 Lacs
Amritsar
Work from Office
Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profileNISM V & VIII certifiedCandidate must be from Stock broking or Insurance Background and Banking (4-10 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com
Posted 1 month ago
1.0 - 4.0 years
2 - 4 Lacs
Thane, Navi Mumbai
Work from Office
Trade Execution : Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross-selling third party investment products (insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Bikaner
Work from Office
Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp Only: 9116539974 Designation: Equity Dealer Location: Bikaner Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Kanpur
Work from Office
Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Kanpur Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 1 month ago
3.0 - 8.0 years
5 - 15 Lacs
Nashik, Pune, Ahmedabad
Work from Office
In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.
Posted 1 month ago
0.0 - 2.0 years
3 - 4 Lacs
Chennai
Work from Office
About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses. Product ranges are MF, Insurance, Realty, Information Technology, Loan Against Security, FMCG etc. NJ Group is based out of Surat in Gujarat, India and has presence in 185+ locations in India, Mauritius & Dubai and has over 2,200+ employees and over 43,000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,45,000+ Cr. of more than 37+ Lacs investors. Job Title: Unit Manager - Mutualfund Brief Information: The candidate will be placed at NJ Wealth - Financial Products Distributors Network, which is one of India's leading and most successful network of distributors in the financial services industry. This distribution network provides the best support to the financial product distributors to enhance its business like sales support, marketing support, technology support, training support, research support, customer care support and any other support required. As the business model is B2B (Business to Business), the candidate needs to identify and meet potential leads (prospective financial product distributors) and explain and convince them about the business opportunities in the financial products distribution business. Once they become the Partner then train and help them for business development. Job Description: Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales etc. Skills Required: Strong communication Interpersonal skills Convincing skills Experience : Fresher to 6 months of sales experience in financial industry Education Qualifications: Fresher MBA (Finance or Marketing) OR Any Graduate with minimum 2 yrs of experience of sales in the financial industry. Location: Chennai Website: www.njgroup.in , www.njwealth.in
Posted 1 month ago
0.0 - 2.0 years
3 - 4 Lacs
Salem
Work from Office
About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses. Product ranges are MF, Insurance, Realty, Information Technology, Loan Against Security, FMCG etc. NJ Group is based out of Surat in Gujarat, India and has presence in 185+ locations in India, Mauritius & Dubai and has over 2,200+ employees and over 43,000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,45,000+ Cr. of more than 37+ Lacs investors. Job Title: Unit Manager - Mutualfund Brief Information: The candidate will be placed at NJ Wealth - Financial Products Distributors Network, which is one of India's leading and most successful network of distributors in the financial services industry. This distribution network provides the best support to the financial product distributors to enhance its business like sales support, marketing support, technology support, training support, research support, customer care support and any other support required. As the business model is B2B (Business to Business), the candidate needs to identify and meet potential leads (prospective financial product distributors) and explain and convince them about the business opportunities in the financial products distribution business. Once they become the Partner then train and help them for business development. Job Description: Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales etc. Skills Required: Strong communication Interpersonal skills Convincing skills Experience : Fresher to 6 months of sales experience in financial industry Education Qualifications: Fresher MBA (Finance or Marketing) OR Any Graduate with minimum 2 yrs of experience of sales in the financial industry. Location: Salem Website: www.njgroup.in , www.njwealth.in
Posted 1 month ago
5.0 - 10.0 years
4 - 8 Lacs
Varanasi
Work from Office
Responsibilities: * Lead branch operations & team handling * Ensure compliance with NISM standards * Manage client relationships & equity advisory services * Achieve revenue targets through brokerage generation /Team Targets Provident fund Sales incentives Annual bonus
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - 13th Floor - A, Statesman House, Barakhamba Road, New Delhi - 110001 Noida - ANSAL FORTUNE ARCADE, Unit no = MZ 52 To 63, MEZZANINE FLOOR, ANSAL FORTUNE ARCADE SECTOR 18, NOIDA PIN- 201301 UTTAR PRADESH 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. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
4.0 - 10.0 years
4 - 8 Lacs
Mumbai
Work from Office
Responsible to assist Head -Branch Broking in all training related project & Head -L&D in making annual training calendar based on TNI and organization development goals Responsible for product, process and NISM certification based content and training delivery. Responsible for preparing annual training budgets and plan the programs within budgets. Responsible for developing effective induction, functional & behavioral programs Responsible for ensuring LMS is updated with module Ensure monthly training Dash Boards are made and adherence to process
Posted 1 month ago
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