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1.0 - 5.0 years
2 - 5 Lacs
Lucknow, Gurugram, Jaipur
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
3.0 - 8.0 years
7 - 14 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Job Title: Relationship Manager cum Dealer Department: Broking / Retail & HNI Dealing Location: [Insert Location] Experience Required: 1-4 Years Industry: Capital Markets / Broking / Financial Services Job Summary: We are seeking a proactive and client-focused Relationship Manager cum Dealer to manage and execute trades on behalf of clients while ensuring high levels of client satisfaction and cross-selling of investment products. The ideal candidate will handle daily dealing activities on NSE/BSE terminals, build strong relationships with clients, monitor their trading limits, and contribute to revenue generation through active client engagement and product sales. Key Responsibilities: Dealing & Execution: Execute equity and derivatives trades on NSE/BSE terminals on behalf of clients. Ensure end-of-day (EOD) trade confirmation with clients and resolve discrepancies, if any. Monitor and manage client exposure and risk limits during trading hours. Client Relationship Management: Maintain strong relationships with existing clients and proactively engage to increase client retention and trading activity. Educate and guide clients on research-based trading ideas and investment strategies. Handle all incoming and outgoing client calls efficiently, providing prompt solutions to client queries. Client Onboarding & Activation: Activate new client accounts in the system and guide them through the trading platform and procedures. Ensure smooth onboarding experience and help clients get started with trading. Revenue & Business Growth: Achieve brokerage targets by maximizing the number of trades and boosting client participation. Cross-sell Mutual Funds, PMS, and other financial products to existing clients, especially after market hours. Aim to grow client activation and trading volume by generating outbound calls and client referrals. Market Knowledge & Professional Development: Stay updated on market trends, stock movements, and product knowledge. Continuously enhance trading and communication skills, and maintain professional discipline in daily work activities. Contribute energetically to team initiatives and business development activities. Key Skills Required: Proficiency in using trading terminals (NSE NOW, NEST, ODIN, etc.) Strong understanding of equity and derivatives markets Excellent communication and interpersonal skills Ability to handle pressure in fast-paced market conditions Strong sales orientation for cross-selling financial products Qualifications: Graduation in Commerce/Finance or related field (mandatory) NISM Series VIII certification (Equity Derivatives) preferred or must be completed within 3 months of joining Prior experience as a dealer or relationship manager in a broking firm is an advantage What We Offer: Attractive incentives based on brokerage and sales performance Learning opportunities across broking and wealth management products Exposure to HNI clients and high-value trades Dynamic work environment with growth potential
Posted 1 month ago
2.0 - 6.0 years
4 - 5 Lacs
Thane
Work from Office
We are looking for a dynamic and customer-focused Relationship Manager to join our team The ideal candidate will have a strong background in customer service, inbound or outbound sales, and experience in the insurance, banking, or investment sectors.
Posted 1 month ago
1.0 - 3.0 years
1 - 2 Lacs
Chennai
Work from Office
Min Qualification must be a any/Mrkt graduate Min 0 to 2 years knowledge in Stock share broking industry Very Good fluent com skills Presentable, Pleasing personality, Polite, composed to handle any situation Any Deg with NCFM/NISM Certification
Posted 1 month ago
6.0 - 11.0 years
9 - 15 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references
Posted 1 month ago
0.0 - 5.0 years
1 - 5 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Payroll-Bank Des-PBO Loc-Andheri Answer inbound calls and assist customer with their Queries/Request/Complain Raise Request & Complaints on behalf of the customer in the CRM tool Generate leads and educate customers about new products & their benefit Required Candidate profile We need candidates with excellent English communication skills Both Graduates and PG can apply Age Limit - 32yrs Rotational shifts and rotational week offs with 5 days working call 8169642494 Yogesh Perks and benefits Medical Allowance + Performance based Incentives
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 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Kiran 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
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate with 6 months exp Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 7738521154 Harpreet 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
1.0 - 3.0 years
3 - 3 Lacs
Pune
Work from Office
Achieve monthly targets for selling Investment related Services/Products Assess client suitability&offer direct equity/advisory services/ tailored solutions to retail &HNI clients. Retaining & renewing the existing client base Handle customer queries Required Candidate profile NISM-Series-XV is mandatory. If not currently certified, then will need to do so within 2 months of joining. Preferred experience in share market, insurance, banking, or Stock broking sectors.
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 or related role. - Excellent understanding of financial markets. - Investment Advisory
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. 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:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.
Posted 1 month ago
1.0 - 2.0 years
0 - 2 Lacs
Madurai, Chennai
Work from Office
Job Description : Relationship Manager Job Summary: We are seeking an experienced Relationship Manager to join our team in a stock broking firm. The successful candidate will be responsible for building and maintaining strong relationships with existing and potential clients, providing exceptional customer service, and driving business growth. Key Responsibilities: 1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their investment goals and objectives. 2. Business Development: Identify new business opportunities and develop strategies to acquire new clients. 3. Client Servicing: Respond to client queries, resolve issues, and provide timely updates on their investments. 4. Sales and Marketing: Meet sales targets and contribute to marketing efforts to promote the company's services. 5. Market Insights: Stay up-to-date with market trends, news, and analysis, and provide insights to clients. 6. Collaboration: Work closely with the research team, trading team, and other departments to provide comprehensive services to clients. Requirements: 1. Experience: Minimum 1 years of experience in stock broking, financial services, or a related field. 2. Knowledge: Strong understanding of the stock market, investment products, financial regulations & NISM Certification. 3. Communication Skills: Excellent communication and interpersonal skills. 4. Sales and Marketing Skills: Proven ability to meet sales targets and develop new business opportunities. 5. Analytical Skills: Strong analytical and problem-solving skills. Locations: Madurai and Chennai ( Preferred Madurai - Urgent) What We Offer: 1. Competitive Salary: A competitive salary package. 2. Career Growth: Opportunities for career growth and professional development. 3. Training and Support: Ongoing training and support to help you succeed in your role.
Posted 1 month ago
5.0 - 10.0 years
6 - 10 Lacs
Bhavnagar, Udaipur, Indore
Work from Office
Responsible for growing revenues of broking, lending products, Share khan 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
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
Bharuch, Indore, Ahmedabad
Work from Office
•Responsible for cross selling like Insurance, Mutual Fund, PMS, SIPs, IPOs to the existing customers Achieve healthy revenues as well activation of trading account of clients. •Responsible for Handling HNI Clients and understand market dynamics Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-5 years from Broking sector & good Knowledge in Equity and derivates.
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
Navi Mumbai, 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 24500 Work Location-Belapur / Airoli Call-8080126356 Ekta Email-hyflyhr9@gmail.com 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
2.0 - 7.0 years
6 - 7 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
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 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
Posted 1 month ago
6.0 - 11.0 years
5 - 15 Lacs
Pune, Jalna, Aurangabad
Work from Office
Dear Candidate, Greetings ! Role & Responsibilities : We have an urgent opening for - Area Head / Senior Branch Head and Branch Manager Location - Aurangabad, Jalna and Pune Job Description: 1. Setting Team revenue and Targets for the Team. 2. Candidate should come along with his or her Team. 3. Checking the status of Client-Cash limits and Stock Limits. 4. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. 5. Suggesting the Clients regarding market scenario. 6. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. 7. Assisting the Relationship managers for important Business calls or meetings. 8. Distributing leads to the Team. 9. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. 10. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. 11. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. 12. To ensure cent percent compliance related to RMS, clients & debt.. Finding the Ledger debts for the next day and planning accordingly. Preferred candidate profile: Candidate should be Graduate + Certified NISM 8 Equity Derivatives module + At least 5-15 yrs of Experiences in team handling or branch handling role Perks and benefits : As per company norms Interested Candidate can apply / share their updated CV at anusharmahr@smcindiaonline.com or can WhatsApp at 7065219043
Posted 1 month ago
2.0 - 7.0 years
4 - 5 Lacs
North Goa, Ajmer, 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
Posted 1 month ago
3.0 - 8.0 years
4 - 9 Lacs
Chennai
Work from Office
• Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Ludhiana, Kanpur, Jaipur
Work from Office
As part of the retail distribution team, financial advisory services to clients and manage their portfolio. Revenue generation Client network development Compliance Maintain a high level of compliance as per company norms. Certified NISM Series VIII.
Posted 1 month ago
1.0 - 6.0 years
2 - 7 Lacs
Chandigarh, Delhi / NCR
Work from Office
Urgent Hiring For - Sales Manager | Equity Dealer | Relationship Manager For Chandigarh and Delhi NCR Location Experience:- 2-10 Yrs Role & responsibilities 1. Handling a team of Relationship managers/ Senior Relationship Managers. 2. To ensure that the team achieves its sales targets. 3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch. 4. To achieve sales target in given period through pursuing the prospects to open the Demat & Trading Accounts by making clients aware of the merits of opening Account with SMC group. 5.Generating revenue in terms of brokerage Candidate Should be cleared NISM VIII Certificate Contact :- deepikachaudhary@smcindiaonline.com Deepika Chaudhary 9557075388
Posted 1 month ago
4.0 - 9.0 years
5 - 8 Lacs
Durgapur
Work from Office
Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis.
Posted 1 month ago
4.0 - 9.0 years
5 - 8 Lacs
Rohtak
Work from Office
Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis.
Posted 1 month ago
4.0 - 9.0 years
5 - 8 Lacs
Meerut
Work from Office
Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis.
Posted 1 month ago
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