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1.0 - 6.0 years
3 - 3 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Des-Online Activation Desk Executive Payroll-Third Largest Broking Co Location-Airoli Salary-upto 21k Graduate Fresher with good com skills Fixed sun off Fixed Day shift call 7738521154 Harpreet email-hyflyhr9@gmail.com www.hyfly.in Free Placement Required Candidate profile Need to call new to bank customer help them activate service welcome calling and giving all the information related to new demat account cross selling and do activation of Digital broking account
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Kanpur, Lucknow, Delhi / NCR
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- Upto 5.5 LPA + Incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 1 month ago
5.0 - 10.0 years
10 - 20 Lacs
Hyderabad
Work from Office
Hello, Komal here from SBES Pvt. Ltd. We are hiring for a leading Financial Services Company Please find the details below Designation :: Sr Advisor PCG Location :: Hyderabad NISM 8 Certification (Mandatory)
Posted 1 month ago
3.0 - 8.0 years
6 - 12 Lacs
Pune
Work from Office
OTJob Openings in a Pvt. Bank Locations: Pune Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473
Posted 1 month ago
3.0 - 8.0 years
6 - 12 Lacs
Gurugram, Delhi / NCR
Work from Office
OTJob Openings in a Pvt. Bank Locations: Delhi, Gurgaon Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473
Posted 1 month ago
0.0 - 4.0 years
2 - 5 Lacs
Kollam, Chennai, Thiruvananthapuram
Work from Office
Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Role & Responsibilities Promote and sell third-party financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Generate new client leads through cold-calling, referrals, walk-ins, and scheduled appointments . Cross-sell relevant financial products to existing clients to enhance wallet share. Provide clients with market insights , research reports, and updates on NFOs/IPOs . Assist clients in filling investment forms , documentation, and ensure accurate transaction processing. Maintain regular follow-ups and provide after-sales service to ensure client satisfaction and retention. Support branch-level promotional activities, seminars , and events to drive brand visibility and lead generation. Ensure accurate reporting of daily sales activities and maintain records in the back-office systems. Collaborate with the branch team to achieve individual and collective AUM & revenue targets . Preferred Candidate Profile Bachelor's degree from a recognized university ( mandatory ). 0 -5 years of experience in financial services or direct sales (Freshers with certifications encouraged). Must hold valid certifications: NISM Series V-A: Mutual Fund Distributor (mandatory) Financial Advisory Module Security Operations and Risk Management Excellent communication and interpersonal skills. Sales-focused mindset with a passion for client servicing and financial advisory. Quick learner, self-motivated, and adaptable to a target-oriented environment . Local language fluency is an added advantage (Tamil for TN & Malayalam for Kerala) Job Locations Kerala Branches (All Districts): Ernakulam Region: Aluva, Angamaly, Chalakudy, Kalady, Edappally, Kochi, Thevara, Kalamassery, Piravom Thrissur/Palakkad Region: Irinjalakuda, Wadakanchery, Thrissur (Round North, Round South, Kokkala), Kunnamkulam, Chentrappinni, Pattambi, Pathirippala, Vadakkenchery, VictoriaPalakkad Malappuram/Wayanad: Perinthalmanna, Nilambur, Ponnani Calicut/Kannur/Kasaragod Region: Kozhikode, Calicut, Koyilandy, Kuthuparamba, Thaliparambu, Kannur, Talassery, Payyannur, Kasaragod Kottayam & South Central Kerala: Kottayam (K.K. Road, Nagampadom), Pathanamthitta, Thiruvalla, Konny, Kayamkulam Trivandrum/Kollam Region: Kollam, Kottiyam, Anchal, Neyyattinkara, Karamana (TVM), Attingal, Varkala Job Locations Tamil Nadu & Pondicherry Branches: Chennai Region: Chennai, Kanchipuram, Tiruvannamalai, Vellore, Villupuram, Pondicherry Coimbatore & Surrounding Areas: Coimbatore, TVS Nagar, Sulur, Vadavalli, Palladam, Kangeyam, Cumbum, Avinashi Madurai/South Tamil Nadu: Madurai, Kovilpatti, Aruppukottai, Sankarankoil, Ramnad, Ambasamuthram Western TN: Athur, Sathyamangalam, Erode Trichy/Delta Region: Trichy, Thiruverumbur, Tiruvarur, Nagapattinam, Ariyalur Salem Region: Salem (Shevapet, Gugai – Salem) Southern Coast: Tuticorin, Virudhachalam, Kallakurichi To Apply: Jackson – +91 95443 16657 Email: jackson.j@skillactz.com
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Thiruvananthapuram
Work from Office
Responsibilities: * Manage client relationships through effective communication. * Generate revenue through mutual fund sales and marketing. * Meet sales targets by selling financial products. Health insurance Annual bonus Provident fund Travel allowance
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Hubli, Mysuru, Bengaluru
Work from Office
Multiple Open Positions Urgent Hiring Join a Leading Financial Services Company Locations: Bangalore Region | Karnataka | Mysore Region Immediate Joiners Preferred Plus Notice Period SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Open Positions: Financial Consultant Sales Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Manager Sales Bank Relationship Officer Relationship Manager Dealer Channel Sales Manager Business Partner 1. Branch Manager Experience: 3–7 years in Financial Services Core Responsibilities: Branch P&L Ownership: Manage the profitability of the branch by achieving financial targets and cost optimization. Team Management: Supervise, mentor, and motivate sales and support staff; conduct performance reviews. Client Acquisition: Generate new business by building a strong local network and driving field activity. Cross-Selling: Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue. Branch Operations: Oversee smooth functioning of branch activities including audits, compliance, and customer experience. Marketing Initiatives: Plan and execute local promotional events, tie-ups, and investor meets. 2. Manager – Sales Experience: Minimum 3–5 years Core Responsibilities Sales Leadership: Lead a team or work individually to achieve high-value sales targets. Product Expertise: Strong knowledge of investment products and ability to pitch to clients. Client Management: Engage new and existing customers with tailored financial solutions. Support Team: Guide junior staff/Financial Consultants in closing leads and upskilling. Reporting: Maintain and present periodic sales reports to leadership. 3. Bank Relationship Officer Experience: 1–3 years in financial product sales Core Responsibilities: Bank Coordination: Work closely with partner bank branches to generate leads. Lead Conversion: Engage bank customers and convert them into active investors. Relationship Building: Gain trust of bank employees to boost referrals. Sales Targets: Consistently meet assigned targets via walk-ins, referrals, and upselling. 4. Executive – Business Support Experience: 0–2 years (Freshers welcome) Core Responsibilities: Documentation: Assist with form filling, KYC, and client onboarding. Customer Support: Handle queries, update clients on their application status. Data Entry: Maintain accurate digital records and reports. Sales Team Assistance: Help prepare investment proposals and marketing materials. 5. Relationship Manager – Dealer Experience: 0–3 years in stock trading Core Responsibilities Trade Execution: Manage client orders on platforms like NSE/BSE. Market Insights: Share real-time market updates and portfolio suggestions. Client Handling: Serve as a point-of-contact for investment clients, handling trading queries and issues. Sales + Dealing: Balance trade execution and up-selling investment products. 6. Financial Consultant – Sales Experience: 0–5 years Core Responsibilities: Client Prospecting: Identify new prospects via field visits, calls, and referrals. Product Sales: Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc. Portfolio Management: Help clients build and track their investment plans. Client Retention: Provide regular follow-up and market updates to keep clients engaged. 7. Channel Sales Manager Experience: 2–5 years Core Responsibilities: Channel Development: Recruit and onboard new financial agents/partners. Partner Training: Educate them on products, compliance, and sales techniques. Performance Monitoring: Ensure channel partners meet monthly targets. Revenue Growth: Expand channel network to increase business volume. 8. Business Partner Experience: 5+ years in investment sales or independent advisory Core Responsibilities: Independent Business: Act as a franchise/associate of the company under your own name. Client Base: Use your network to build and serve a client portfolio. Revenue Sharing: Earn income through commissions/incentives with backend and branding support. Advisory Role: Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options. How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today! A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Ludhiana, Chandigarh, Patiala
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1. Minimum Graduation. 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.
Posted 1 month ago
1.0 - 4.0 years
1 - 3 Lacs
Gandhinagar, Delhi / NCR, Gift City
Work from Office
Hello Job seekers! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader or Delta Trader, apply now! No. of Position: 05 Job Location: Gandhinagar & New Delhi Role: Research Analyst Experience: 1-3 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: Develop and execute Butterfly, Iron Fly, Iron Condor, Calender Spread strategies in index options (Nifty, Bank Nifty, etc.). Analyze market trends, volatility, and price movements to optimize trades. Manage risk and hedge positions effectively. Monitor open positions and adjust strategies as required. Collaborate with research and analytics teams to enhance trading strategies. Maintain trading records and performance reports Important Note: Self-traders (individual/retail traders) will not be considered. Only candidates with experience in institutional or proprietary trading firms are eligible . Perks & Benefits: Competitive salary with performance-based incentives. Exposure to advanced trading strategies and market insights. Collaborative work environment with professional growth opportunities. If you are interested, please apply directly on Krishna.chavda@junomoneta.in Thanks & Regards, Team Human Resource
Posted 1 month ago
0.0 - 1.0 years
7 - 9 Lacs
Mumbai Suburban
Work from Office
Processor- Fund Accounting (CA Fresher) Responsibilities :- Participation and execution of client onboarding activities right from detailed analysis of client structure to setting up of masters in fund accounting system. • Understanding of NAV calculation cycle on an end to end basis. • Knowledge of financial reporting for AIFs/PMS/Mutual funds • Monitoring Corporate Actions • Monitoring productivity of the team. • Meets timelines & SLAs. • Process strengthening • 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; • Ensures effective customer service; • Escalates any issues/complaints to the business head in a timely manner; • Ensures comprehensive compliance with all regulatory and statutory requirements / guidelines / circulars as relevant for various product and services; • 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. Minimum Qualifications • Chartered Accountant ( CA First attempt /2nd attempt ) Professional Certifications • NISM Certification - DP/ Derivatives / Capital Market / MF are Preferred Language Skills English , Hindi Location :- Santacruz ( Mumbai sub.)
Posted 1 month ago
0.0 - 2.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply
Posted 1 month ago
4.0 - 6.0 years
4 - 6 Lacs
Hubli, Mangaluru
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, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:
Posted 1 month ago
1.0 - 2.0 years
2 - 2 Lacs
Kolkata
Work from Office
Role & responsibilities We are seeking a skilled and experienced Dealer with in-depth knowledge and hands-on expertise in Equity Cash, F&O (Derivatives) segments of NSE & BSE, and Commodities Trading through MCX & NCDEX . The ideal candidate should be NISM certified and capable of efficiently operating trading terminals, handling client orders, and executing trades while ensuring compliance and client satisfaction. Candidate profile B. Com (Hons.) NISM Certifications Mandatory : NISM Series VII Securities Operations & Risk Management NISM Series VIII – Equity Derivatives
Posted 1 month ago
5.0 - 10.0 years
30 - 48 Lacs
Kolkata
Work from Office
Responsibilities: Visiting new customers. Generating new mutual fund business. Generating new SIPs. Selling Term plans, Mediclaim policies. Generating new Equity fund business. Generating new Debt/Liquid fund business. Meeting monthly targets. Annual bonus
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Kolkata, Siliguri, Rourkela
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .
Posted 1 month ago
5.0 - 10.0 years
6 - 15 Lacs
Hyderabad, Bengaluru, Mumbai (All Areas)
Work from Office
Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Preferred candidate profile Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Reporting to: Channel Manager CTC 6.5 LPA to 15 LPA plus attractive incentive Interested candidate's share your cv in mail or wats app Mail anusha@avaniconsulting.com WAtsapp 9003875895
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Kolhapur, Nagpur, Amravati
Work from Office
Role & responsibilities Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
Mumbai Suburban
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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Krishnagiri, Margao, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Margoa, Bangalore, Krishnagiri, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
0.0 - 4.0 years
2 - 4 Lacs
Nagpur
Work from Office
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 Required Candidate profile Qualification : MBA/PGDM Freshers or Graduates with minimum 2 years of Relevant Experience Area of Expertise : FINANCE, SALES & MARKETING Please find Youtube link of Job profile:- https://www.youtube.com/watch?v=E0KdpsGQiE8 CTC Offered : We will offer an annual Cost to Company (CTC) worth Rs. 6 ,10,200/- P.A . ( Fix CTC of Rs. 3,66,120/- P.A. + Variable CTC up to Rs. 2,44,080/- P.A. subject to performance) including all the perks and other benefits. And the other perks and reimbursement attached to your employment are: Rs 15,00,000/- Sum Assured Life Insurance Rs 5,00,000/- Sum Assured Personal Accident Rs 1,00,000/- Sum Assured Mediclaim Policy (If ESI not applicable) Mobile Expense Rs. 1500/- and Petrol Reimbursement at 3.5/- per Km. for Business Development Location: Nagpur
Posted 1 month ago
4.0 - 8.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch 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
1.0 - 6.0 years
1 - 5 Lacs
New Delhi, Kanpur, Jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES : 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shachil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035
Posted 1 month ago
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