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0.0 - 1.0 years

2 - 3 Lacs

Mumbai

Work from Office

Greetings from Teamware Solutions!! We are hiring for Topmost Investment Banking Role: Associate Location: Mumbai (Preferred local candidates) Exp: 0-1 Year Notice Period: Immediate Skillset: Good knowledge about Derivatives, Equity, capital Market, Trade Life Cycle Candidates with Imarticus Learning, NISM or any other Investment Banking certification are preferred Need Excellent Communication Skills required Interested candidates please share your updated resume to srividhya.g@twsol.com

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0.0 years

2 - 3 Lacs

Mumbai, Chennai, Bengaluru

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Dear Applicants, Greetings from Teamware Solutions Position: Associate Location: Mumbai, Chennai & Bangalore Notice Period: Immediate Joiners Experience: Freshers Certification: Imarticus, CIBOP, NISM (Mandate) Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Direct Responsibilities Perform the processing of all the transactions for dedicated clients in the Fund accounting s ystem in respect of our procedures and the ISAE3402 standard: Ensure the Zero Default quality Ensure that reconciliations are performed Ensure that a second level of control is performed on all manual transactions Ensure the controls of OTC pricing Respond to queries on time raised by person in charge of an action in the NAV Cycle Respect our clients Net Asset Value publication cut offs The Transaction Officer will have to liaise with Middle Office activities between Trade Support Brussels (listed instruments) and Trade Support Paris (OTC instruments). By analyze OTC valuation and events on OTC and coordinate in case of issues. Regarding listed

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0.0 years

2 - 3 Lacs

Mumbai

Work from Office

Position: Associate Middle Office Location: Mumbai Qualification: MBA/MCOM/BCOM/BBA+ Imarticus Mandatory Note: "Looking for Immediate and Local candidates Key Skills: Thorough understanding of all Capital market, Financial Instruments, Investment baking processes and above average accounting skills Proficient in Microsoft Office Applications and strong MS Excel skills required. Strong analytical skills, detail orientation, service commitment, solid organizational and interpersonal skills. Capacity to deal with high volumes of activity Specific Qualifications (if required) Graduates / Postgraduates (BCom/MBA) Candidates should be willing and flexible to work in any shifts. Investment Banking background #APPLY: #deena.p@twsol.com

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0.0 years

1 - 3 Lacs

Chennai

Work from Office

Hello Connections!!! Greetings From Teamware Solutions #We are Hiring Freshers for Top Investment Banking. Interested Candidates can Drop Their CV To ramizun.s@twsol.com Qualification: B.Com, M.Com or MBA in Finance Must have skills - NISM or Imarticus Certification

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2.0 - 7.0 years

4 - 5 Lacs

Durgapur, Balasore, Raipur

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1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund

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0.0 - 2.0 years

3 - 3 Lacs

Pune

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Identify, and 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, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction

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0.0 - 5.0 years

2 - 4 Lacs

Ahmedabad

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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 8422827225 or share CV on shweta.rajput@tradebulls.in

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1.0 - 3.0 years

2 - 3 Lacs

Mumbai Suburban

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Job description Job Title: Operations Executive Investment Support Location: Lower Parel, Mumbai Experience: 2+ years preferred About Us: Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story. Role Overview: As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism. Key Responsibilities: Account Opening & KYC: Manage end-to-end account opening for mutual funds and other investments. Perform KYC documentation checks, verifications, and compliance adherence. Coordinate with clients for collection of required documents and resolve discrepancies. Investment Operations: Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions. Ensure timely processing and accurate reporting of all investment activities. Client Coordination: Act as a key liaison between clients, AMCs, platform partners, and internal teams. Provide proactive updates to clients regarding their account status, transactions, and investment portfolios. Data Management: Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting. Ensure all activities are compliant with internal policies and regulatory requirements. What Were Looking For: Graduate (any stream) with excellent communication skills in English. Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing. Strong understanding of mutual funds, SIPs and investment platforms. Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet). Highly detail-oriented, organized, and committed to service excellence. Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards. Why Join Us? Be part of a dynamic and growing wealth management firm where your expertise will be valued. Opportunity to work alongside seasoned professionals and expand your domain knowledge. A collaborative work culture that focuses on learning, excellence, and professional growth. Your contributions will have a direct impact on client satisfaction and organizational success. If you have the passion for investment operations, enjoy working behind the scenes to deliver a flawless client experience, and have a strong eye for detail, we would love to hear from you!

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4.0 - 9.0 years

7 - 12 Lacs

Chennai

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Role & responsibilities 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 clients. 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 Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

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0.0 - 5.0 years

3 - 3 Lacs

Bhilai, Raipur

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Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Raipur, Bhilai. Salary CTC up to Rs 3.60LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in

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2.0 - 4.0 years

3 - 6 Lacs

Ernakulam, Mangaluru, Bengaluru

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Client Management: Handle high-net-worth clients by addressing their investment needs and offering personalized trading solutions. Activation and Revenue Generation: Activate new client accounts and drive revenue growth through strategic trading activities. Cross-Selling: Promote and sell additional investment products, including Mutual Funds, Portfolio Management Services (PMS), Non-Convertible Debentures (NCDs), Corporate Bonds, and other financial products. New Client Acquisition: Identify and acquire new clients to expand the client base and increase market share. Building MTF Book: Develop and manage a portfolio of Margin Trading Facility (MTF) accounts to support business expansion.

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1.0 - 5.0 years

3 - 4 Lacs

Mumbai

Work from Office

Seeking experienced Share Market Associates with hands-on knowledge of self-trading . The role involves intra-day trading , buying and selling of shares , and staying actively engaged with market trends and movements. Candidate Requirements: Proven experience in self-trading Strong understanding of stock markets and trading strategies Ability to make quick and informed decisions Active and updated with real-time market activities Job Description: 1-Must have knowledge of Market 2-Will be doing Intra Day Trading 3-Buying and Selling of Shares 4- Active in Market

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2.0 - 7.0 years

3 - 6 Lacs

Bharuch, Ahmedabad

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•Responsible for cross selling like Insurance, Mutual Fund, PMS, SIPs, IPOs to the existing customers Achieve healthy revenues as well activation of trading account of clients. •Responsible for Handling HNI Clients and understand market dynamics Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.

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4.0 - 9.0 years

5 - 10 Lacs

Mumbai, Pune, Ahmedabad

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* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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3.0 - 8.0 years

3 - 8 Lacs

Kolkata, Mumbai, Nagpur

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- 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@yahoo.com

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2.0 - 7.0 years

1 - 4 Lacs

Lucknow, Jaipur, Delhi / NCR

Work from Office

Job Description : Execute the orders on behalf of lients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : Kavita.vishwkarma1@religare.com

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1.0 - 6.0 years

1 - 4 Lacs

Ahmedabad, Rajkot, Surat

Work from Office

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource

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2.0 - 7.0 years

3 - 6 Lacs

Mumbai Suburban

Work from Office

Core Responsibilities Understands and manages document verifications for customer applications. Supervises the team & allocates tasks as per targets. Monitors productivity of the team. Meets timelines & SLAs. Highlights any internal errors committed by the Processor & take necessary action(s). Conducts team huddles / briefings on regular updates, case studies and feedback Reviews processes for gaps and improvements. Verifies & publishes various MIS, business newsletters, management reports, presentations as per business requirements; Participates in launch/implementations of any new Products and Processes; Formulates process improvement ideas/projects in the unit resulting in cost saves or productivity improvements. Ensures that processes laid down are followed in case of contingency. Supports the unit managers in preparation of any audit related deliverables i.e. internal / external, ISO, Regulatory, Statutory, etc. Attend to any audit findings and resolve them immediately; People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Implements the risk policies and processes (operational, regulatory, financial, Minimum Qualifications Graduate/ Postgraduate/ MBA from a recognized university/premium business school. Professional Certifications Must have cleared NISM Depository Module. Diploma in Banking would be added advantage. Language Skills Fluent in written/spoken English & Regional languages

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0.0 - 4.0 years

2 - 3 Lacs

Mumbai, Pune, Mumbai (All Areas)

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Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number

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0.0 - 5.0 years

3 - 5 Lacs

Maharashtra, Rajasthan

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Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Mutual Fund. Locations : Maharashtra- Solapur, Sangli, Satara, Jalgaon, Aurangabad, Amravati Rajasthan- Udaipur, Kota, Bikaner, Ajmer Job Description: Ability To create quality network & exposure in local market. Acquisition and managing of new as well as existing financial advisors / distributors from market. Should be AMFI Passed/or need to pass during 6 months after joining. Ability to build good relationship with advisors. Ability to lead the team of advisors Ability to train and develop advisors for business. Should have zeal to learn and then guide other advisors for different financial products. Should be interested in seeing themselves as team (Advisor) managing profile from day 1. Skills: Minimum Graduation Required Good Communication Skill NISM Distributors Certification Examination passed /or need to pass during 6 months after joining Interested candidates can share their updated resume on career@prudentcorporate.com

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1.0 - 6.0 years

3 - 8 Lacs

Kolkata

Work from Office

Role & responsibilities Execute equity and derivatives trades on behalf of clients while maintaining accuracy and timeliness. Provide client-focused service by responding promptly to client inquiries and addressing concerns related to trading. Monitor market trends, analyze data, and stay informed about market news and events that may affect equity and derivatives trading. Maintain awareness of regulatory requirements and ensure strict adherence to trading rules and guidelines. Continuously monitor and evaluate the performance of trading strategies, making adjustments as necessary to maximize profitability. Proactively identify and assess market risks, ensuring appropriate risk management practices are implemented. Develop and maintain strong relationships with existing clients, understanding their investment goals and providing personalized trading recommendations. Keep up-to-date records of all trading activities, preparing reports as necessary for internal and external stakeholders. Stay updated with relevant industry trends, new products, and changes in market regulations through continuous learning and professional development. Preferred candidate profile Proficiency in trading platforms i.e. CTCL (Trading Terminal). Bachelor's degree in finance, economics, business administration, or a related field. In-depth knowledge of equity and derivatives products, trading strategies, and market dynamics. Strong analytical skills, with the ability to interpret complex market data and make informed trading decisions. Excellent communication skills, both written and verbal, with the ability to effectively communicate with clients and colleagues. Detail-oriented and capable of working in a fast-paced environment while maintaining accuracy and meeting deadlines. Ability to handle multiple tasks simultaneously and manage priorities effectively. Professional certifications such as NISM Equity Derivatives Certification and NSE Certified Market Professional will be an added advantage. Sound understanding of regulatory frameworks and compliance procedures related to equity and derivatives trading. Perks and benefits 2nd and 4th Sat off Attractive Incentives If your interested Kindly share your resume on No - 7039754718 Email - nisha.rao@lkpsec.com

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1.0 - 6.0 years

3 - 8 Lacs

Noida, New Delhi, Delhi / NCR

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We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

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1.0 - 6.0 years

3 - 4 Lacs

Thane, Navi Mumbai, Dombivli

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Designation: Customer Service Payroll-Broking Co Payroll Job Location-Andheri/Vashi/Airoli Fresher welcome Salary-4.5 lakh Day Shift 5 days working Work From Office Call 9082104424 Sanika www.hyfly.in Required Candidate profile Candidates need to provide information about the banking products to existing customers on call Candidates Have to solved customers Query on call Graduation Must (Fresher can also apply)

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1.0 - 6.0 years

3 - 6 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

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Title: Relationship Manager Dealing Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customer’s shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Title: Relationship Manager – Dealing Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organisational and planning skills. • Willingness to travel for client meetings and conferences when required. Interested candidates kindly share updated CV's on tanvi.patil@religare.com

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0.0 - 5.0 years

3 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Payroll-Bank Des-Customer Serivce Process-Inbound Salary-3.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Andheri Can apply branch banking after 2 yrs all banking facilities Call 7738521154 Harpreet 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.

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