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5.0 - 10.0 years
2 - 3 Lacs
kolkata
Work from Office
Managing Proprietory trading. Inhouse consultation and plan trading Manage the portfolio in both cash and derivative. Manage risk and generate good returns. Contact Priya 8910750091, Send cv at profile@suvidhajobs,in Required Candidate profile Graduate with NISM VIII certified Preferred if have prior exprience of prop Trading Good communication and presentation skills.
Posted 1 month ago
0.0 - 3.0 years
2 - 4 Lacs
pune
Work from Office
Urgently require Relationship Mutual Funds Manager @ Pune (Mutual Fund) Experience in Mutual Fund selling Knowledge of Mutual Fund To guide clients for investment in Mutual Fund Required Candidate profile Good Communication Skill Good knowledge of investment instruments
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
parbhani, ahmednagar, amravati
Work from Office
Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com 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 lo...
Posted 1 month ago
2.0 - 6.0 years
2 - 4 Lacs
kolkata, ahmedabad, chennai
Work from Office
Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location Kolkata, Ahmedabad and Chennai If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To gene...
Posted 1 month ago
2.0 - 6.0 years
2 - 5 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
Work from Office
Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location Delhi, Bangalore and Mumbai If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To generat...
Posted 1 month ago
2.0 - 6.0 years
2 - 4 Lacs
navi mumbai, chennai, bengaluru
Work from Office
Greetings for the day!! ICICI Securities is hiring for Equity Relationship Manager- Online Activation Group role for Bangalore, Chennai and Navi Mumbai location. If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Equity Relationship Manager- Online Activation Group Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account. To re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading. To provide full demo of the website with all research calls while activating these non-trading and stop traded clients. To cross sell other products of the company to increase...
Posted 1 month ago
2.0 - 6.0 years
2 - 4 Lacs
kolkata, lucknow, delhi / ncr
Work from Office
Greetings for the day!! ICICI Securities is hiring for Equity Relationship Manager- Online Activation Group role for Lucknow, Delhi and Kolkata location. If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Equity Relationship Manager- Online Activation Group Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account. To re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading. To provide full demo of the website with all research calls while activating these non-trading and stop traded clients. To cross sell other products of the company to increase revenue...
Posted 1 month ago
1.0 - 3.0 years
2 - 5 Lacs
kolkata
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com
Posted 1 month ago
0.0 - 5.0 years
3 - 3 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Location: Belapur Salary: 3–3.5 LPA + Inc Shift: General | 5 Days Working Eligibility: Graduate (Freshers Welcome) | Excellent Communication Skills Payroll: Mutual Fund Registrar Co. Fixed Day Shift Career Growth in Banking & Finance sector Required Candidate profile Handle inbound call to resolve Mutual Fund queries (KYC,login issues, documentation). Cross-sell & up-sell Mutual Fund products and SIP plans to drive revenue growth. call 8080126356 Ekta www.hyfly.in Perks and benefits Salary + Incentives = Higher Rewards
Posted 1 month ago
4.0 - 6.0 years
4 - 6 Lacs
madurai, coimbatore, erode
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 1 month ago
1.0 - 5.0 years
3 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Kiran www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
jalandhar
Work from Office
Role & responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awaren...
Posted 1 month ago
1.0 - 5.0 years
4 - 9 Lacs
ameerpet, hyderabad
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...
Posted 1 month ago
1.0 - 5.0 years
4 - 9 Lacs
vijayawada, guntur, nellore
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...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
bhubaneswar, kolkata, raipur
Work from Office
Role & responsibilities:- Execute the orders on behalf of clients. o Ensure the volume of trade is higher & clients trade frequently. o Promoting research calls to increase volume & frequency of trade. o Maintaining high Activation Ratio and High no. of traded clients. o Punch orders for clients on NSE/ BSE terminals. o Recommending and guiding the clients on investment strategies. o Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. o Monitor client exposure limits. o Solving queries of the clients regards market and investment. o Drive focus on generating new business/client base o Responsible to ensure all activities are in a...
Posted 1 month ago
0.0 years
3 - 4 Lacs
chennai
Work from Office
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...
Posted 1 month ago
1.0 - 5.0 years
2 - 6 Lacs
chennai, tiruchirapalli, bengaluru
Work from Office
Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales & Equity Dealer Locations - Bangalore, Chennai, Trichy ctc - Sales 2.5 to 4.5 lacs, exp 1 to 5 years ctc - Equity Dealer 2.5 to 4.5 lpa, exp 1 to 5 years Required Candidate profile for Sales/Sr sales -Managing portfolio of clients and mutual fund sales for equity dealer- book orders on behalf of clients & cross selling Contact Anitha on 9869504403 or Email qrn.anitha@gmail.com
Posted 1 month ago
6.0 - 11.0 years
5 - 9 Lacs
noida
Work from Office
Role & responsibilities To acquire and build relations with High Net worth, Retail and corporate customers for the company through To lead a sales team & achieving revenue and acquisition targets To provide end-to-end service solutions to existing customer relationships on a pro-active manner Responsible to manage sales and expansion of Equity, Distribution business & broking activities To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation. To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Understanding the sensitivity involved in various bu...
Posted 1 month ago
2.0 - 6.0 years
5 - 8 Lacs
patiala, amritsar, jaipur
Work from Office
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 Bajaj Finserv Asset Management Ltd.
Posted 1 month ago
2.0 - 6.0 years
5 - 8 Lacs
varanasi, shillong, indore
Work from Office
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 Bajaj Finserv Asset Management Ltd.
Posted 1 month ago
5.0 - 8.0 years
4 - 6 Lacs
mangaluru, coimbatore, bengaluru
Work from Office
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 Bajaj Finserv Asset Management Ltd.
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
chennai
Work from Office
Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Acquiring Equity Clients to the Company’s Platform. 3. Generate large volumes on equity & derivative terminal from Clients. 4. Advice client on equity markets to buy stocks 5. Relationship management Required Candidate profile > Must be a Graduate and NISM / NSE certification for equity cash and derivatives modules. > min 2 yrs experience in dealing into Equity and F&O segment. > equity market trading exp and cross sell TPP Perks and benefits as per industry norms
Posted 1 month ago
1.0 - 6.0 years
4 - 6 Lacs
chennai
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
4.0 - 9.0 years
7 - 12 Lacs
chennai
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
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