Key Responsibilities: Drive client acquisition and ensure achievement of target goals. Monitor industry competition to stay ahead in the market. Leverage AI tools for marketing optimization and brand awareness. Implement impactful marketing strategies to shape audience perceptions. Proven track record of success in marketing, client acquisition, and business growth. Preferred candidate profile Experience across all stages of the sales cycle, with confidence in building and maintaining client relationships. Strong communication and negotiation skills. Expertise in collateral management, investment analysis, and equity dealing. Experience in handling High Net-Worth Individual (HNI) clients , ensuring personalized financial solutions and relationship management. Develop effective marketing strategies to attract clients with an advantage in creating blogs, videos, and social media content. Perks and benefits Performance-based incentives to reward high achievers.

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 8080702016 Kanchan 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.

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

Job Title: RMS in Stock Broking Company Location: Tradejini Financial Services, 4th block Jayanagar, Bangalore About Us: Tradejini Financial Services, a leading stock broking firm, is seeking a detail-oriented RMS Executive to streamline our daily operations and regulatory compliance. Key Responsibilities: Manage fund settlements: client receipts, payouts, reconciliations, and income bookings. Oversee margin allocation, fund flows, and regulatory reporting. Ensure compliance with audits, inspections, and SEBI regulations. Work on the Class Back-office system for operational tasks. Handle regulatory filings: margin, FIU, cyber security, and holding statements. Maintain accurate records and monitor grievance emails for timely resolution. What We’re Looking For: Experience in financial services operations, preferably stock broking. Knowledge of SEBI compliance and Class Back-office systems. Strong organizational and problem-solving skills. Why Join Us? Be part of a dynamic team, work on impactful projects, and grow with a company that values excellence. How to Apply: Send your resume to HR Krishna - 9625348774 with the subject line "RMS Executive Application." Take your career to the next level with Tradejini! Location - https://g.co/kgs/wfuPbVf

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Develop and maintain relationship with clients that will generate future sales and repeat business Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sales plans and meet the set targets Skills Required: Has capital market knowledge and relevant experience of the industry Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating. Working knowledge of Microsoft Office (Excel, Word, and Power Point) Positive attitude, self-motivated and confident NISM VA certified or can complete certification before joining Years of Experience: Candidate with 3+ years of experience. Qualification: Any Graduate/Post Graduate degree

Interested candidates can mail their updated resumes on manasi.s@sbicapsec.com Whatsapp: 7736562628 Designation: Equity Dealer Location: Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

We are looking for an Equity Sales Executive to join our team. The role involves assisting clients with stock market investments, pitching subscription plan. No prior experience is required, but a basic understanding of the stock market is preferred. Required Candidate profile NISM certification if any. Basic stock market knowledge. Good communication and convincing skills. Ability to work under targets and deadlines. Minimum Qualification: 12th Pass and above. Perks and benefits incentive upto +10K Monday - Friday weekends off

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

- Responsible for giving the software training and handling query related to software technical issues - Client retention activities *Training shall be provided* Required Candidate profile - Graduation Mandatory - Good communication skills required - Male candidates only Interested candidates can apply/mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383(Ext:3)

Responsible for marketing of software products Calling & fixing appointment with leads Responsible for giving Demo / Presentation of software Keeping close follow-ups with prospects Knowledge of Stock Market will be an advantage WFH currently Required Candidate profile Graduate male candidates Good communication, presentation & convincing skills Interested candidates from Surat apply/mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383 (Ext:3)

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Develop and maintain relationship with clients that will generate future sales and repeat business Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sales plans and meet the set targets Skills Required: Has capital market knowledge and relevant experience of the industry Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating. Working knowledge of Microsoft Office (Excel, Word, and Power Point) Positive attitude, self-motivated and confident NISM VA certified or can complete certification before joining Years of Experience: Candidate with 3+ years of experience. Qualification: Any Graduate/Post Graduate degree

What is the objective of the role Responsible for Relationship Management and handling Mutual Fund sales from direct clients. Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain Engage with the customers regularly and conduct their portfolio reviews. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Deep understanding of the financial products like mutual funds and markets What skills do you need to possess Excellent Communication skills Should be able to work in a fast- paced target-driven environment Self-motivated and able to work in teams and individually NISM V-A, certified Good at excel and power point skills What is the prior experience needed We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds. What qualification you should have Graduate or Postgraduate

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com or jackline.shah@bajajcapital.com Contact Person : Pawan Kumar Prasad / Jackline Shah

JD of VRM Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Activation of dormant accounts Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience - 1 to 3 years in TPP products sales Excellent Communication skills MBA freshers can apply Keen for Sales profile NISM 8 is required Perks and benefits Fixed CTC + Incentives Location - Chinchpokali Age- 21 to 30 years Interested candidates can share the resumes at Aishwarya.pednekar@sbicapsec.com

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

Role & responsibilities Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCD’s and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework Preferred candidate profile Graduate + NISM 8 Certified + Good Communication skills Perks and benefits NO Bar For Good Candidates upto 10 LPA Pls share updated CV _ Kavita.vishwkarma1@religare.com

The Financial Planning Associate is an entry level position that provides technical and client service support for Financial Planners and Advisors. Responsibilities include preparation and follow-up on client meetings, data gathering, financial plan and scenario modeling, and presentation development . Key Responsibilities : a) Assisting to Senior Associate Financial Planner. b) Responsibility after completing NISM Level 1 &2 Computer Skills - MS-Office Qualifications Education:- 12th Pass Languages known: - Hindi, English &Marathi

Globe Capital is hiring for Relationship Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right candidate Candidate. Location : Durgapur and Kolkata Job Description:- Relationship Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Be updated with latest of stock market. Capable of acquiring new clients and cross sales.

inbound Phone Banking Officer Equity Dealer Mutual Fund Advisor Credit Card Sales Insurance Calling Advisor Welcome Calling Renewal And Retentions Banking Customer Service E - Channel Sales Call-8080702016 / 9082104424 /8850266500 / 9321254884 Required Candidate profile Graduate Fresher Welcome Day rotational Shift Calling exp added advantage Direct bank Contact center ( Non BPO) Job Location-Mumbai/Dombivli/Andheri/Vashi/Airoli/Belapur/Pune-Wanavrie www.hyfly.in

Payroll-Bank Des-Phone Banking Process-Inbound Salary-3.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Nahur Can apply branch banking after 2 yrs all banking facilities Call 8850266500 Shruti 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.

Location: Mumbai /Malad Responsibilities: • Develop compelling and informative content on stock market topics for video presentations. • Conduct thorough research on market trends, investment strategies, and financial analysis to produce accurate and insightful content. • Plan, script, and deliver video presentations in a clear, concise, and engaging manner, maintaining audience interest throughout. • Comfortably present information on camera and effectively communicate complex concepts in both English and Hindi. • Utilize additional language skills, if available, to cater to a broader audience and enhance engagement. • Collaborate with the content team to brainstorm ideas, review scripts, and contribute to content strategy. • Stay updated with industry news, market developments, and emerging trends to incorporate into content creation. • Engage with the audience across various platforms, gathering feedback and ideas for future content. • Monitor video performance metrics and analytics to optimize content and drive audience engagement. • Should not have objections on making Stock Market related reels for our Social Media Platform. Skills Required: • Bachelor's degree in finance, economics, or a related field. • Professional certifications such as NISM, CMT, CFA, or equivalent are highly preferred. • Excellent command of both English and Hindi languages, with the ability to communicate effectively in both written and verbal forms. • Comfortable speaking on camera and presenting to large audiences with zero camera fear. • Additional proficiency in other languages is a plus and will be considered favorably. • Creative mind-set with the ability to generate innovative ideas for video content. • Ability to work independently and as part of a team in a fast-paced environment.

Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Gorakhpur Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

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