Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

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 9773553319 Simran www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Role & responsibilities Creation and activation of scheme code and ISIN for upcoming NFO's. Managing the MIS requirements of various internal and external stake holders Sharing Circulars & Change Communication with External Stakeholders Process monitoring and coordinating with CAMS and service providers. TAT monitoring of various Non-Financial and Financial Transactions of CAMS. Monitoring the delayed refunds\redemptions\dividends Performing various validations and checking data hygiene Preferred candidate profile Graduate MS Office Mutual Fund Experience

Branch Manager_ Ranchi Branch_ HDFC Securities Ltd. Broad Scope of Job Responsibilities are: Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and Ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management. Monitor brokerage of the branch/dealer and income from other product. Monitoring teams performance and motivating them to reach targets (RM) Manage the clients virtually. Handle overall branch operation, risk, and administration related activities. Ensure connectivity in the branch. Coordinating with research team for advice/review of portfolio for top customers on regular basis. DESIRED ATTRIBUTES: NISM VIII, NISM VA, NISM XX1A, IRDA Graduation Good knowledge of stock market Interested candidates can share their resumes at vaishnavi.srivastava1@hdfcsec.com

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8 Certified Min 3+ Years of Experience in Equity Broking Interested candidate can share their resume on preeti.soni@hdfcsec.com Regards, Preeti Soni Team HR HDFC Securities Ltd

Job description Engage with the Head of Business Delivery in the development of strategic plans for operational activity. Implement and manage operational plans. Supervise and approve periodic operational reconciliations Ensure relevant regulatory reports are prepared accurately and filed in time as required. Contribute to systemisation and platform strengthening to achieve scale and sustainability To ensure no trading loss occurs due to market risks not previously identified and documented in the risk appetite statement. Be the escalation point of contact to receive queries from internal and external customers and provide optimal solutions with the required sense of urgency with logical reasoning, while keeping the client's and firm's interest in mind Own client complaints and ensure speedy and accurate resolution. Ensure effective coordination and communication between client facing functions, support functions and the organization at large. Experience of handling Retail broking RMS. Finalizing products and policy for Broking RMS. Supervision of Daily Process of Risk Management like Limit Updating, square off position Reporting to Exchange/Regulators Expertise in handling Admin terminal and understanding of usage of Rules and categories Preparation of Various Risk MIS Development of Back-office software and In house development related to Risk Department. Tracking of funds with All exchanges Follow up of Debits and Risk with the branches/regional heads To monitor market risks on a real-time basis and provide sound advice to management and front office on potential risks Demonstrate an understanding of the role and take accountabilities for all decisions and actions Demonstrate in quantifiable terms the contribution towards achieving a zero-error scenario in managing Risk Interact with Auditors and ensure all issues raised by them are remediated at the earliest. Note : This will be rotational shift Interested candidates can share resume on devika.jagtap@ysil.in

Role & responsibilities Punching orders on behalf of clients after their consent. To generate brokerage through advising clients on their equity portfolio. To handle HNI clients & guide them about Investment Products Business analysis and business development by giving training and seminars. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds. Business targets and regular review along with Joint meetings Handling client investments and their portfolio. Cross selling of other products like Mutual fund, PMS, SIP, Corporate Bonds, FD, etc. Preferred candidate profile Localite of the locations Perks and benefits GPA+ Term Insurance, Mobile and Travel reimbursement and lucrative incentives.

Relationship Manager/Senior Relationship Manager - NRI (Emerald Desk - HNI & UHNI) NRI (Dealing & Advisory) experienced candidates preferred. Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) / NISM 21 (PMS) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur/Airoli Call-9082104424 Sejal 8080702016 Sanika www.hyfly.in No Back Office Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 8080702016 Kanchan 9082104424 Sejal Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

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 9773553319 Simran www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Video KYC Officer (V-KYC) Role Category: Customer Services (Inbound- Video Call & Voice Process) Job Grade: Assistant Manager M1/Deputy Manager M-2 Job Location : Thane Payroll: Bank Payroll Call 8080702016 Kanchan 9082104424 Firdous www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Cross selling third party products.

Urgent Hiring in Top AMC Company Job Location :- Udaipur , Jaipur , Ajmer and Ambala Role & responsibilities Develop and maintain strong relationships with assigned banks and to drive the sales of MF, AIF, and PMS products. Collaborate with bank partners to understand their needs, provide product training, and ensure effective product knowledge dissemination. Carry out huddles, group meetings, one on one meetings with assigned relationships to track distribution performance, provide feedback, and plan corrective actions. Conduct promotional activities, campaigns, and events in collaboration with the bank's distribution team to create product awareness and generate leads. Develop and execute strategies to increase penetration of AMC's products within the bank's existing client base. Stay abreast of industry trends, competitor products, and market conditions to identify new opportunities and develop strategies for market expansion. Provide feedback to the product development team to ensure the product portfolio remains competitive and relevant. Use data-driven insights to recommend actionable strategies for growth and improvement. Preferred candidate profile Education: Graduate/Post-Graduate in Business Administration, or related fields. Experience: 5-8 years of experience in the financial services industry, specifically in AMC, Mutual Fund, or Wealth Management sales. Skills: o Good understanding of MF, PMS, and other financial products will be an added advantage. Excellent interpersonal, communication, and relationship-building skills. Analytical mindset with a focus on data-driven decision-making. Certification: NISM - VA & XXI-A Certification is preferred. Interested Candidate please share me your updated cv at sharvan@getwork.org HR Sharvan Kumar 8800790797

Online Account creation on bse star / nse mfss / investwell Transaction processing STP, SWP, SIP Client servicing via email and call Coordinating with AMC and RTA Publishing client reports informing clients about upcoming NFO Required Candidate profile English speaking Team work Client centric NISM V A certified

URGENT REQUIREMENT FOR EQUITY DEALER FOR A LEADING BROKING FIRM LOCATION -MUMBAI,PUNE CTC -UP TO 4L NISM CERTIFICATE MANDATORY.

1. Responsible for Sales from ifa Branches 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and payment of all debit notes

Minimum 2 Years experience is Mandatory Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) Below 40 years of age CTC range - 3 Lakhs to 6 Lakhs (Depends on Experience and Potential of the candidate) NISM 8 certification - Equity Derivatives mandatory Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders

Advise clients on investments & execute trades. Generate brokerage & cross-sell products. Build & manage client relationships.

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-8169642494 Isha 8080126356 Shilpa 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

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-7Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process(Loan, Credit Card Location-Thane/Vashi Call 9082104424 Sejal 8850266500 Shivangi 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and 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 Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.