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0.0 - 5.0 years
3 - 4 Lacs
thane, dombivli, mumbai (all areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane 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.
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 - 6 Lacs
thrissur, aluva
Work from Office
Investments Drive AUM growth by prospecting new clients (cold calling, referrals) and cross-selling MFs, SIPs, Insurance, & Bonds. Mandatory: Financial Advisory Module & Security Operations certifications. Bachelor's req. Strive for sales targets! Required Candidate profile Associate Wealth Manager (0-2 Yrs). Drive AUM/New Client Sales (MF, Insur., Bonds). BSFI sales exp. preferred. Mandatory: Financial Advisory & Security Ops Certs. Goal-oriented candidates only Perks and benefits High Incentives, Training, Career Growth.
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
hyderabad
On-site
JD for Sales- Relationship Manager / Executive MF (Banca Channel sales through Banca Channel) D. Key Accountabilities 1. Responsible for Sales for the assigned Banks, 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. Responsible for providing best in class service for the assigned distributors 5. Shoul...
Posted 1 month ago
2.0 - 6.0 years
2 - 4 Lacs
bengaluru
Work from Office
Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market Place orders on their behalf. Executing Trades Orders. Advising client based on Research report Cross Selling Mutual Funds /SIP /PMS what's up 9318431991' Required Candidate profile Experience in equity dealing & broking services. Strong cross-sales skills with a keen focus on customer relationships. In-depth knowledge of the stock trading. info.aspiringmantra@gmail.com
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
chennai
Work from Office
Role: Investment Relationship Manager Experience: 1 + years Location: Chennai Salary: 4LPA - 4.5 LPA interview Mode: Direct walk-in Must have: Experience in Mutual fund sales, Insurance sales, Field sales Regards, Ramya 8489756652
Posted 1 month ago
3.0 - 5.0 years
11 - 13 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Investment / AMC / Asset Management Location --Pranita – Recruitment & Business Development Endeavour Consultancy Services & Solutions Pvt. Ltd. 84596 91545 | 9699545929 Required Candidate profile Good financial modelling and valuation skills Knowledge of risk management and portfolio theory Good written & verbal communication skills; ability to prepare clear reports & presentations
Posted 1 month ago
1.0 - 5.0 years
1 - 6 Lacs
nagpur
Work from Office
Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD. Required Candidate profile 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. 10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD an
Posted 1 month ago
3.0 - 8.0 years
3 - 6 Lacs
kadapa, tirupati, hyderabad
Work from Office
Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...
Posted 1 month ago
3.0 - 8.0 years
7 - 12 Lacs
gurugram, jaipur, delhi / ncr
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company
Posted 1 month ago
0.0 - 1.0 years
1 - 2 Lacs
hyderabad
Work from Office
Experience - Back-office operations for any financial sector company, brokerage house etc . Qualification Any graduate (preferably commerce) with good communication skills (written and spoken) in English language. Proficient with handling MS office applications (Word / Power point / Excel). Job Description: 1. Performing basic duties including sending emails and printing 2. Assist in investor relation 3. Ability to work as part of a team 4. Using Microsoft Office packages, particularly Excel and Word 5. Responsible for all record keeping.
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
ahmedabad, jaipur
Work from Office
Client Acquisition & Sales: Service & Client Support: Sales & Incentive Motivation: Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Skills & Competencies:
Posted 1 month ago
0.0 - 1.0 years
0 - 2 Lacs
durgapur
Work from Office
ROLES & RESPONSIBILITIES: - Advising Clients for Equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Handling important clients and servicing them. JOB SPECIFICATIONS REQUIRED: Qualifications: - A Graduate/MBA (Finance/Marketing) Degree holder. Other qualifications also can be consider. NISM 8 Mandatory Desired Skill Set: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented
Posted 1 month ago
2.0 - 5.0 years
5 - 15 Lacs
bengaluru
Work from Office
Role Overview The Designated Directors will provide end-to-end leadership for broking operations and ensure 100% compliance with all regulatory bodies. They will act as principal signatories for audits, governance processes, and statutory filings, while supervising risk, compliance, and operational controls. This is a high-responsibility statutory role requiring deep broking industry expertise. Key Responsibilities 1. Strategic & Regulatory Leadership Serve as Designated Director as per SEBI & Exchange norms. Liaise with SEBI, NSE, BSE, MCX, CDSL/NSDL, and Clearing Corporations. Oversee statutory compliance during registration and ongoing operations. Approve policies on risk, compliance, AML...
Posted 1 month ago
1.0 - 6.0 years
5 - 9 Lacs
kolkata
Work from Office
This role is responsible for managing a set of relationships, acquisition of new relationships and driving achievement of the sales target expected from the relationships.
Posted 1 month ago
5.0 - 10.0 years
5 - 12 Lacs
ernakulam, visakhapatnam, delhi / ncr
Work from Office
About Enrich Money Enrich Money is a forward-thinking Wealth-Tech firm powering smart investments through its proprietary ORCA platform , available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL , we empower investors with seamless access to multi-asset investment opportunities while delivering innovative solutions that bridge financial gaps. Position Overview Designation: Branch Manager Business Development Department: Sales & Marketing Experience: 5-10 Years Location: Delhi, Ernakulam, Vizag, Bangalore Interview Mode: L1 Virtual | L2 – Face-to-Face Work Model: Work from Office Work Schedule: Monday to Saturday (1st Saturday off) Joining: Immediate to 15 days preferred No...
Posted 1 month ago
0.0 - 2.0 years
2 - 4 Lacs
bareilly, lucknow
Work from Office
mail resume at aman.kushwah@branch.sharekhan.com Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number NI...
Posted 1 month ago
3.0 - 5.0 years
4 - 6 Lacs
bhubaneswar, kolkata, jamshedpur
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 1 month ago
3.0 - 5.0 years
4 - 6 Lacs
kolkata, bareilly, pune
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 1 month ago
1.0 - 4.0 years
4 - 6 Lacs
pune
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
pune
Work from Office
About the job We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and empathetic Customer Success Executive to join our team. Who are we? Cambridge Wealth i s a respected brand in the wealth segment, having won several awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including...
Posted 1 month ago
0.0 - 3.0 years
2 - 4 Lacs
patna
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction. Required Candidate profile 1. Proven experience in sales, business development, or client servicing within the stock market, MF or financial services industry. 2. Strong understanding of stock market and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
patna
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
visakhapatnam
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
hyderabad
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.
Posted 1 month ago
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