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1.0 - 6.0 years
3 - 4 Lacs
vapi, gandhinagar, vadodara
Work from Office
Job Title: Business Development Manager (BDM) Locations: Vapi | Dehradun | Baroda| Gift City (Gandhinagar) Working: 6 Days (Alternate Saturday Off) Roles & Responsibilities: Build a strong distribution channel with existing MFDs and onboard new distributors. Drive distribution through one-to-one meetings and roadshow formats . Actively participate in joint client meetings with partners to support closures. Plan and execute city-level marketing campaigns to strengthen distribution. Conduct training and development sessions for distributors. Assist partners in multiplying their AUM by creating a roadmap for success . Key Requirements: Strong understanding of the MFD ecosystem (B2B experience m...
Posted 1 month ago
4.0 - 7.0 years
4 - 6 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Position Purpose: To ensure seamless and efficient branch operations by supporting business partners, implementing processes, maintaining compliance, and enhancing client satisfaction through proactive operational management. Key Responsibilities: Direct Responsibilities: Provide end-to-end operational support to business partners, including software installation, training, and guidance on processes, risk, and compliance. Implement new processes and products through on-site visits and continuous training sessions. Prepare and maintain Daily, Weekly, and Monthly MIS reports for management review. Resolve business partner queries related to trading, mutual funds, IPO, DP, account opening, sett...
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 22000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Hrutika 9773553319 Simran 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 - 5 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Sanika Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
thane, kalyan/ dombivli, mumbai (all areas)
Work from Office
Job Title: Mutual Fund Advisor – Inbound Voice Process (Customer Relationship Manager) Company Payroll: Leading Mutual Fund Work Location: Belapur Shifts: Day Rotational | Work From Office Fresher: 14,500 Net Experienced: Up to 22,000 Net Required Candidate profile Attend inbound customer queries related to Mutual Funds & Investments Provide advice & guidance on Mutual Fund products Maintain compliance with SEBI/AMFI regulations Call 9137797705 Ritu www.hyfly.in
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
gurugram
Work from Office
Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements . The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory , along with solid knowledge of NISM compliance . This role involves market analysis, trade processing, and supporting investment clients with high-quality financial insights. Role Overview Position I. Wealth Management Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutua...
Posted 1 month ago
2.0 - 7.0 years
6 - 12 Lacs
bengaluru
Work from Office
-Acquiring new Institutional & Corporate clients -Creating & implementing sales strategies to meet business growth targets -Conduct presentations, webinars & meetings to educate clients -Understanding of mutual fund products -Assessing client needs Required Candidate profile Good understanding and working knowledge of Capital Markets, Must have worked with Corporate/ SME clients, Good Communication and Presentation Skills Any Graduate, Preferably with MBA, NISM VA – Must
Posted 1 month ago
3.0 - 8.0 years
6 - 8 Lacs
jalandhar, ludhiana, chandigarh
Work from Office
Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance
Posted 1 month ago
2.0 - 7.0 years
2 - 5 Lacs
bengaluru
Work from Office
•Responsible for execution of trades on behalf of •Maintaining client relations by ensure their •Responsible for taking trade confirmation from •Responsible for guiding clients as per the advice of research team Info.aspiringmantra@gmail.com Required Candidate profile 2 Year of Equity Dealing Experience in Stock Market. Must have NISM 8 Certificate. Achieve Brokerage generation target Cross selling of Mutual Fund, Demat A/c to existing client What's Up 9318431991
Posted 1 month ago
2.0 - 5.0 years
2 - 6 Lacs
noida, indore, lucknow
Work from Office
Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com
Posted 1 month ago
2.0 - 6.0 years
4 - 6 Lacs
kanpur
Work from Office
Role & responsibilities Manage and strengthen relationships with Banks, NDs, and MFD partners to drive mutual fund sales. Achieve assigned sales targets and contribute to increasing market share within the territory. Identify and develop new business opportunities and expand market reach/share. Preferred candidate profile Proven experience in mutual fund sales, distribution, or channel management (Banks/National Distributors/MFDs). Strong understanding of mutual fund products, industry regulations, and market dynamics. Demonstrated ability to manage and grow partner relationships to drive incremental business. Consistent track record of meeting or exceeding sales targets. Excellent communica...
Posted 1 month ago
2.0 - 6.0 years
6 - 16 Lacs
visakhapatnam, hyderabad
Work from Office
We're Hiring Relationship Manager- HNI Acquisition for Hyderabad & Vizag ( Visakhapatnam )- Key Responsibilities: Acquire and manage HNI clients through proactive engagement and relationship building. Drive sales of investment products, primarily Mutual Funds, while ensuring high customer satisfaction. Conduct portfolio reviews, understand customer needs, and recommend suitable investment solutions. Ensure compliance with regulatory requirements; NISM certification is mandatory. If this aligns with your professional strengths, let's connect Interested professionals can DM for more details or share their resume. Apply Now: gursimar.kaur@lavyaassociates.com 7717204567
Posted 1 month ago
1.0 - 5.0 years
7 - 10 Lacs
thane
Work from Office
Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...
Posted 1 month ago
2.0 - 6.0 years
4 - 6 Lacs
kochi
Work from Office
Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services . .Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Required Candidate profile 2+ Years’ experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis
Posted 1 month ago
9.0 - 14.0 years
5 - 15 Lacs
kolkata, mumbai, gandhinagar
Work from Office
- 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@gmail.com
Posted 1 month ago
5.0 - 10.0 years
8 - 15 Lacs
pune, bengaluru, mumbai (all areas)
Work from Office
Greetings from Avaniconsulting we are hiring for a leading AMC for the below job profile role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition...
Posted 1 month ago
2.0 - 5.0 years
4 - 6 Lacs
navi mumbai
Work from Office
Responsibilities: * Manage key accounts through effective communication & relationship building * Drive new business growth through strategic partnerships * Lead client acquisition & onboarding processes Annual bonus Sales incentives
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
noida, indore
Work from Office
Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan/Arihant Capital/Axis Securities/Lemon Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Reta...
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
noida, new delhi, delhi / ncr
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi ( 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...
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
varanasi
Work from Office
Responsibilities: Manage equity portfolio, provide advisory services. Execute trades on NSE/BSE platforms. Generate brokerage through cross-selling and third party products. Trade behalf of Clients. Provident fund Annual bonus
Posted 1 month ago
0.0 - 3.0 years
1 - 2 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Urgent Hiring for Telecaller ( Client Acquisition ) (Looking for Freshers ) Profile in AMC Location -Airoli Navi Mumbai CTC- 2.6 Lpa Core Responsibilities To connect with the prospects / clients via Online leads and convert the same to customer Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / trading account. Explain the product to client and solve any quires for opening the Demat Account Ensuring the process laid by business is followed for opening the account Update the data base / lead management system to ensure proper reporting of work Achieve the assigned targets for client acquisition Intrested candidate can share your updated CV o...
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
hyderabad, bengaluru, mumbai (all areas)
Work from Office
Position: Equity Dealer Location: Pan India Department: Trading Employment Type: Full-time About Us: Choice Group, incorporated in 1992, is a financial institution that finds its legacy in solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Overview: The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong under...
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
vapi, mehsana, ahmedabad
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 1 month ago
2.0 - 5.0 years
2 - 5 Lacs
mumbai, pune, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .
Posted 1 month ago
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