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1.0 - 4.0 years
2 - 6 Lacs
Patna
Work from Office
Responsibilities: * Manage equity portfolio * Collaborate with sales team * Monitor market trends * Provide investment advice * Meet revenue targets Annual bonus
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane Can apply branch banking after 2 yrs all banking facilities Call 9022157571 Khyati www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Dombivli, Mumbai (All Areas)
Work from Office
inbound Phone Banking Officer Equity Dealer Mutual Fund Advisor Credit Card Sales Insurance Calling Advisor Welcome Calling Renewal And Retentions Banking Customer Service E - Channel Sales Call-8080702016 / 9082104424 /8850266500 / 9321254884 Required Candidate profile Graduate Fresher Welcome Day rotational Shift Calling exp added advantage Direct bank Contact center ( Non BPO) Job Location-Mumbai/Dombivli/Andheri/Vashi/Airoli/Belapur/Pune-Wanavrie www.hyfly.in
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Gurugram, Delhi / NCR
Hybrid
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities . Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely. Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred. Good communication skills. Basic understanding of MS power point, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage Perks and benefits Fixed Shifts Sat - Sun fixed off Annual Bonus, Joining Bonus Lucrative Incentives Both Side Cabs Interested Candidates Can connect to (Sadhika - 9811174195)
Posted 1 month ago
0.0 - 5.0 years
0 - 3 Lacs
Raipur, West Bengal, India
On-site
Key Responsibilities: Communicate intra-day trading calls and investment ideas to customers, ensuring they are well-informed for their trading decisions. Individually operate NSE/BSE Terminals for trade execution and market monitoring. Possess the ability to advise clients from time to time based on robust research advices , ensuring informed decision-making. Achieve laid down budgets with respect to revenue generation and client activation, demonstrating a strong performance orientation. Serve as the primary point of contact for retail broking clients, understanding their investment goals and risk profiles. Execute trades accurately and efficiently on behalf of clients using NSE/BSE terminals. Proactively engage with clients to provide market insights, research-backed recommendations, and trading strategies. Identify opportunities for client activation and increase client engagement with broking services. Generate revenue through successful execution of trades and cross-selling of relevant financial products. Maintain accurate records of client interactions and trading activities. Ensure compliance with all regulatory guidelines and company policies. Desired Candidate Profile: Proven experience in retail broking or a similar client-facing role within the financial services industry. Strong knowledge of the Indian equity markets (NSE/BSE). Ability to understand and interpret research reports and market trends. Excellent communication (verbal and written), interpersonal, and negotiation skills. Target-driven and customer-centric approach. Relevant NISM certifications would be an added advantage.
Posted 1 month ago
0.0 - 3.0 years
0 - 3 Lacs
Guwahati, Assam, India
On-site
Key Responsibilities: Communicate intra-day trading calls and investment ideas to customers, ensuring they are well-informed for their trading decisions. Individually operate NSE/BSE Terminals for trade execution and market monitoring. Possess the ability to advise clients from time to time based on robust research advices , ensuring informed decision-making. Achieve laid down budgets with respect to revenue generation and client activation, demonstrating a strong performance orientation. Serve as the primary point of contact for retail broking clients, understanding their investment goals and risk profiles. Execute trades accurately and efficiently on behalf of clients using NSE/BSE terminals. Proactively engage with clients to provide market insights, research-backed recommendations, and trading strategies. Identify opportunities for client activation and increase client engagement with broking services. Generate revenue through successful execution of trades and cross-selling of relevant financial products. Maintain accurate records of client interactions and trading activities. Ensure compliance with all regulatory guidelines and company policies. Desired Candidate Profile: Proven experience in retail broking or a similar client-facing role within the financial services industry. Strong knowledge of the Indian equity markets (NSE/BSE). Ability to understand and interpret research reports and market trends. Excellent communication (verbal and written), interpersonal, and negotiation skills. Target-driven and customer-centric approach. Relevant NISM certifications would be an added advantage.
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Gorakhpur, New Delhi, Jaipur
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds). Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. Location: Delhi, Jaipur, Gurgaon, Gorakhpur, Jalandhar, Dehradun, Ghaziabad, Faridabad. ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Hubli, Bengaluru, Belgaum
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds). Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************
Posted 1 month ago
2.0 - 6.0 years
2 - 7 Lacs
Kolkata
Remote
- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory
Posted 1 month ago
2.0 - 6.0 years
2 - 7 Lacs
Kolkata, Pune, Bengaluru
Work from Office
- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Trainer/Process Trainer BPO for Mutual Funds process TNA TNI TTT Refresher NHT PKT IMMEDIATE JOINER MUST NISM Certified If you have Mutual Funds exp then Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Mumbai Suburban
Work from Office
We Are Hiring: Options Dealer Indian Equity Derivatives Desk Were looking for a full-time Dealer to join our proprietary trading desk, where discipline, strategy, and performance go hand in hand. If you thrive in fast-paced markets and can manage risk with precision, we want to hear from you. Role: Options Dealer Proprietary Trading Desk Location: Vikhroli West, Mumbai Type: Full-time Segment: Indian Equity Markets (NSE F&O Index & Stocks) What You'll Do: Execute intraday and positional trades based on strategies involving: Option premiums & implied volatility Option Greeks (Delta, Theta, Gamma, Vega) Open Interest analysis Weekly, Biweekly, and Monthly expiries Monitor live markets and respond quickly to price action Maintain discipline with premium-based stop-loss systems Collaborate with strategist(s) and track real-time risk metrics Maintain a daily trading log and participate in post-market reviews Who You Are: Experience: Minimum 2 years Strong grasp of option Greeks, OI, and premium behavior Quick decision-maker under pressure Can trade structured strategies (straddles, spreads, iron condors, etc.) Comfortable with NSE F&O across Bank Nifty, Nifty, and key stock options Knowledge of technical analysis and technical indicators Familiarity with platforms like Sensibull, TradingView, Nest, or NOW preferred Willing to learn or adapt to in-house strategy frameworks Compensation: Competitive Fixed Salary Regular review and growth-based scaling Working Hours: Monday to Friday, 8:30 AM 6 PM Perks & Culture: Work with experienced traders and strategists Freedom to trade, backed by discipline and capital Transparent performance tracking Learning-focused environment with mentorship Interested? Apply Now! Send your resume/CV + brief note about your trading experience to doshirahul99@gmail.com or WhatsApp: +919820035260 Subject: Application Options Dealer
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
Hyderabad, Bengaluru
Work from Office
Must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.
Posted 1 month ago
1.0 - 6.0 years
4 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate and NISM certified. > min 1 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.
Posted 1 month ago
2.0 - 4.0 years
4 - 9 Lacs
Vijayawada, Hyderabad, Bengaluru
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S
Posted 1 month ago
1.0 - 6.0 years
5 - 12 Lacs
Guwahati, Bhubaneswar, Kolkata
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Execute equity trades orders *Advising client based on Research report * Cross Selling Mutual Funds /SIP/PMS(No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Chandigarh, Ahmedabad, Delhi / NCR
Work from Office
JOB DESCRIPTION Job Title: Relationship Associate / Equity Dealer Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Chandigarh, Ahmedabad, Delhi. Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Skill Sets: Education Qualifications: Graduate/ Post graduate Certification needed: NISM Series 8
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
Thane, Mumbai (All Areas)
Work from Office
*Execute trades on behalf of clients, aligning with their investment strategies and preferences. *Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration
Posted 1 month ago
2.0 - 3.0 years
3 - 5 Lacs
Thane, Mumbai (All Areas)
Work from Office
Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales
Posted 1 month ago
0.0 - 5.0 years
3 - 3 Lacs
Thane, Kalyan/ Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-9321254884 Kanchan 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
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
Mumbai Suburban, Thane, Dombivli
Work from Office
Payroll-Bank Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-19500 Fresher exp 34500 Work Location-Belapur/Airoli/Thane Call-8850266500 Shruti 9082104424 Sejal www.hyfly.in No Back Office 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
Posted 1 month ago
1.0 - 5.0 years
4 - 6 Lacs
Panipat
Work from Office
Relationship Manager Location - Panipat 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
Posted 1 month ago
6.0 - 11.0 years
6 - 14 Lacs
Ahmedabad, Bengaluru, Mumbai (All Areas)
Work from Office
Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob 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 FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- anusha@avaniconsulting.com What's app and call - 9003875895
Posted 1 month ago
2.0 - 6.0 years
5 - 7 Lacs
Sangli
Work from Office
Build and manage a client portfolio for Mutual Funds, PMS, AIF, insurance & other investment products. Acquire new investors. Conduct 2–3 quality client meetings per day (virtual/physical). Increase AUM, revenue & wallet share from mapped clients.
Posted 1 month ago
1.0 - 5.0 years
2 - 6 Lacs
Gurugram
Work from Office
We are hiring! Business Function : Investment Banking Job Location : Gurugram Face to face Interview 1 to 5 years of experience only 5 days working Full Night shifts job- Night shift (US shift) Work from Office Business Function : Operations Department: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data (Accounting) and External data (Custodian/Banks) across all asset classes offered by the Bank primarily being Equities, Bonds, Mutual Funds and Derivatives RESPONSIBILITY: 1. Ensuring quality and time efficient production of recons across all asset classes 2. Ensure all process tasks are completed 3. Respond to data queries and provide support to stakeholders 4. Ensure self and team is escalating critical issues to Department Head/Lead thereby ensuring a seamless process flow 5. Provide ideas to remove complexity and increase productivity by process improvement/lean processes. 6. Contribute actively in documenting procedures and work instructions. 7. Actively ensure that Reconciliations always engages positively with any stakeholders and maintain a high service level 8. Ensure data integrity and strict adherence to SLAs 9. Own, coordinate and delegate work as required 10. Work across functions to identify root cause to breaks and contribute to find resolutions Must have: Experience in Investment Banking 1. Knowledge of various market asset classes 2. Knowledge of end to end flow of Reconciliation Knowledge of using Excel, Word and PPT We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Interested candidates can share updated resume along with below mentioned details to akansha.makhija@incedoinc.com Total experience Notice period Current & expected CTC Current location Comfortable working in night shifts- yes/no Comfortable commuting one way on own- yes/no Regards, Incedo HR Team
Posted 1 month ago
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