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1.0 - 6.0 years
3 - 5 Lacs
chennai, bengaluru, erode
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Hemalatha Call & WhatsApp :- 7200031602 Share Updated resume, hemalatha@avaniconsulting.com
Posted 4 weeks ago
1.0 - 4.0 years
2 - 5 Lacs
kannur, kozhikode
Work from Office
Role : Equity Dealer Designation : Assistant Manager / Deputy Manager Location : Kannur/ Kozhikode Job Role: To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financ...
Posted 4 weeks ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications
Posted 4 weeks ago
3.0 - 8.0 years
5 - 12 Lacs
shillong
Work from Office
Ready to fuel your career in the fast-paced world of stock trading? HDFC Securities, a powerhouse subsidiary of HDFC Bank, is hunting for dynamic Equity Dealers (Relationship Managers) in Shillong ! Why HDFC Securities? Live the Thrill! High-Energy Trading Floor : Execute lightning-fast deals on NSE/BSE, smash revenue targets via brokerage and third-party products think real-time market mastery! Client Rockstar Vibes : Hit the streets for client & HDFC Bank visits, reactivate dormant accounts, and deliver pro advice using cutting-edge research turn portfolios into profits! Northeast Adventure Base : Shillong's cool vibes meet big-city finance perfect for young pros blending work wins with we...
Posted 4 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
noida, new delhi, delhi / ncr
Work from Office
Equity Dealer Job Description:- Dealing on behalf of clients. Update client for order and trade on the recorded line during the market hour. Maintain 0% dealing error. Maintain active clients as per the defined norms. Maintain daily unique outgoing client call. Activate dormant clients. Ensure resolution of clients query. Ensure client meeting as per the defined norms. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality clients through networking, database, market intelligence and reference...
Posted 4 weeks ago
5.0 - 10.0 years
4 - 9 Lacs
ludhiana
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 5 Years to 10 yrs Location : Ludhiana Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM's 5. Pitching our research ideas to customers 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 skil...
Posted 4 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
chennai, erode
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com
Posted 4 weeks ago
1.0 - 5.0 years
5 - 6 Lacs
navi mumbai
Work from Office
Education: Graduate (Mandatory) Location: Navi Ghansoli Process Expertise: Trading processes/Stock process Shifts - Rotational Shifts with rotational off (general shifts) Certification: NISM 7 or NISM8 certified (not mandate) To audit calls/ mails as per grid defined by clients on a daily basis Should have good expertise in stock process aware about the terminologies like customer order placement concerns, all segments in stock, order terminology, buy & sale order, order types, profit and loss for the day, IPO knowledge domain experience. Record feedback and to let the Customer service rep know about his/her areas of improvements Bring in necessary changes to the process and constant updatin...
Posted 4 weeks ago
5.0 - 10.0 years
3 - 7 Lacs
ludhiana
Work from Office
Vertical : PBG Desk Role : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Ludhiana Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers Required Criteria : 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.
Posted 4 weeks ago
5.0 - 10.0 years
6 - 12 Lacs
varanasi, bengaluru
Work from Office
Role & responsibilities Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments • Acquisitions of new clients and re-activation of existing clients. Innovating and exp...
Posted 4 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
thane, dombivli, 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: 9082104424 Sanika 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 4 weeks ago
3.0 - 8.0 years
0 - 0 Lacs
delhi, bhubaneswar, dehradun
On-site
Job Description Customer Engagement UHNI/HNI client Handling. To up sell AMC 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. Preference to ...
Posted 4 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
bengaluru
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...
Posted 4 weeks ago
3.0 - 5.0 years
3 - 7 Lacs
hyderabad
Work from Office
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 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 ...
Posted 4 weeks ago
6.0 - 11.0 years
10 - 15 Lacs
mangaluru
Work from Office
Hi, We have an excellent Opening in Leading Bank for NRI - RM & Wealth RM - Mangalore Designation :Relationship Manager - NRI or Wealth RM Location : Mangalore Job Role : Individual Grade: Senior Manager / AVP Note : Candidates from Banking / Wealth Management is preferred. Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the NRI / HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotio...
Posted 4 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
pune, delhi / ncr, mumbai (all areas)
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance exp- min 1 yr, NO fresher Locations - Mumbai AF-ANDHERI EAST AW-ANDHERI WEST BB-BANDRA BV-BORIVILI IK-KANDIVALI EAST MU-MUMBAI - VILEPARLE ZB-ZAVERI BAZAR Mira Road ctc - 2.5 to 4 lacs and Incentives Required Candidate profile Experienced in broking, banking, mutual funds sales &insurance fields. Open Dmat Accounts Managing portfolio of clients and mutual fund sales Graduates Field Job Contact QRN Geojit on 9900933432
Posted 4 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
tirupati, hyderabad, mahabubnagar
Work from Office
Contact Geojit@ 9811985863/ qrn.placement@gmail.com No Freshers Location: Hyderabad, vizak, Mahabubnagar, Tirupati Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
Posted 4 weeks ago
5.0 - 10.0 years
4 - 8 Lacs
guntur, adilabad, tenali
Work from Office
Opening for Branch Manager in Stock Market Company Location- - Guntur - Tenali - Bhimavaram - Adilabad 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 9811985863
Posted 4 weeks ago
1.0 - 6.0 years
5 - 6 Lacs
kolkata
Work from Office
Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. 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. 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 acqui...
Posted 4 weeks ago
1.0 - 4.0 years
1 - 4 Lacs
ahmedabad
Work from Office
Role & responsibilities Handling the day to day branch operations including front desk & back end activities Coordination with RTA for accurate processing & timely payouts while keeping regulations & compliance in place. Overall management of service & coordination amongst the sales and distributor who drive the business. Co-ordination with the internal stake holders for smooth processing of transactions Managing branch admin activities Up sell Mutual fund products to both Retail/ HNI clients Respond to customer queries with customer satisfaction as the prime focus. Preferred candidate profile 1-2 yrs. experience in Mutual fund/ BFSI Should be aware of the mutual fund practices,SEBI regulati...
Posted 4 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
kolkata, bokaro, asansol
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
0.0 years
2 - 3 Lacs
mumbai, chennai, bengaluru
Work from Office
Job Role: Associate Experience: Freshers Location: Mumbai/Bangalore/Chennai Notice Period: Immediate Joiners Qualification: B.COM or Finance Background preferred Note: No relocation candidates are accepted Interested candidates can share their CV to "srilekha.g@twsol.com" Required Competencies: Ability to communicate to others in a clear, articulate fashion. Good written and oral communication skills. Good listening and questioning ability. Be able to express ideas effectively in individual and group situations Ability to plan work ahead and to prioritize workload. Ability to work in an organized manner. Must have an attention to detail Generate creative solutions to problems. Always looks f...
Posted 4 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Looking for NISM-certified candidates with minimum 6 months experience in equity advisory/broking. Role includes client handling, trade execution, portfolio support, and revenue generation. NISM certification (mandatory)
Posted 4 weeks ago
1.0 - 3.0 years
1 - 5 Lacs
jalandhar
Work from Office
Role & responsibilities Coordination with SBI NRI branch in the Region / Location. Assume full accountability for all aspects of sales in the Branch The primary responsibility of a Relationship Manager is selling SBIMF products at the branch customers and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, database and References. Liaising with investors for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted ...
Posted 4 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
thane, kalyan/ dombivli, mumbai (all areas)
Work from Office
Job Title: Mutual Fund Advisor – Inbound Voice Process (Customer Relationship Manager) Company Payroll: Leading Mutual Fund Work Location: Belapur Shifts: Day Rotational | Work From Office Fresher: 14,500 Net Experienced: Up to 22,000 Net Required Candidate profile Attend inbound customer queries related to Mutual Funds & Investments Provide advice & guidance on Mutual Fund products Maintain compliance with SEBI regulations Call 8850266500 Harpreet www.hyfly.in
Posted 4 weeks ago
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