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2 - 7 years

3 - 5 Lacs

Allahabad, Varanasi, Chennai

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• Would be responsible for acquisition and servicing of clients • Regular client meetings • Servicing the clients • Revenue Generation • Client Acquisition • Regular client meetings • Revenue Generation DM@8459691545 Required Candidate profile Excellent Knowledge in Capital Market and good speed in executing trades• Individual should be the keenness to learn and grow in one of the most dynamic and fastest growing

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1 - 6 years

5 - 12 Lacs

Chennai, Pune

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Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory.

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3 - 5 years

1 - 6 Lacs

Gandhinagar

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Hello Job seekers! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader or Delta Trader, apply now! No. of Position: 45 Job Location: Gif City, Gandhinagar Role: Derivative Trader Designation: Research Analyst Experience: 3-7 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: The one who has minimum 3 Years of experience in Equity Derivative trading A person who has experience of working on different strategies like Butterfly, Calendar, Strangle, Iron Fly, Delta strategy to name few. A person who has following skills like: Proficient in Ms. Excel Analytical & Numeracy Skills Research Skills Ability to Focus High on Integrity, Flexible & Adaptable Self-Motivated & Result Oriented Risk Management Skills Ability to take calculated risk & confident to perform trading activities. Pro-active decision making under pressure. If you are interested, please apply directly on abhishek.bhatt@junomoneta.in Thanks & Regards, Team Human Resource

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1 - 6 years

2 - 4 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Des:Phone Banking Officer Salary:16k in hand for freshers 2 yrs + exp in BPO will get 30k in hand max Shift timings : 7 am to 3 pm, 10am to 7pm & 11pm to 7am(for males) Walk-in and telephonic interviews conducted call 8779281301 Yogesh www.hyfly.in Required Candidate profile Attend calls of existing customers and resolve their complaints or queries Make sure 100% correct and complete information is shared In case they are looking for any financial services then do needful Perks and benefits Medical Allowance + Performance based Incentives

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1 - 5 years

3 - 5 Lacs

Mumbai Suburbs, Mumbai, Mumbai (All Areas)

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Interested candidates can mail their updated resumes on Shibla.khan@sbicapsec.com WALKIN INTERVIEW : Monday to Friday INTERVIEW TIMING :11 :00 am to 2:00 pm MEET PERSON : HR Shibla Khan INTERVIEW VENUE : SBICAP Securities Ltd Voltas House, A Block C.S No -760, T.B Kadam Marg, Chinchpokli , Mumbai - 400033 ( 10 Min walking from Chinchpokli Station - Central line / Cotton Green ( Kalachowki ) Station - Harbour line ) Designation: Equity Dealer / Relationship Manager Location: Mumbai Chinchpokli / Cotton Green 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. Eligibility Criteria: Minimum Graduation with 6+ months relevant experience is compulsory with NISM 8.

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0 - 1 years

1 - 2 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Role & responsibilities Candidates need to handle customer calls and Sharekhan research ideas to clients Place orders in client's account with proper authentication Initiates Sharekhan research ideas to the clients Need to be updated with market news, financial trends, and current affairs Need to do outbound calls after-market hours of reactivation customers Preferred candidate profile Graduate with basic Market knowledge Good knowledge of the financial service industry Good communication skills NISM 8 Certified Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320

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5 - 10 years

5 - 10 Lacs

Thane

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HDFC Securities - Urgent Opening for Team leader - Virtual Desk DEPARTMENT - Virtual Desk POSITION - Branch Manager LOCATION - Mumbai (All Areas) JOB DUTIES AND RESPONSIBILITIES 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 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory Interested candidates can share there updated resume at devashree.lad@hdfcsec.com

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1 - 5 years

2 - 4 Lacs

Kolkata

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Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term To keep abreast with market knowledge and market intelligence Required Candidate profile Minimum 1-2yrs experience in Equities on the clients’ advisory side Should have sound understanding of capital markets Should be NISM Currency Derivatives certified.(series 8) HR -Shabroj- 8867327780

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4 - 9 years

5 - 15 Lacs

Ahmedabad, Bengaluru, Mumbai (All Areas)

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

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4 - 9 years

6 - 12 Lacs

Pune, Hyderabad, Mumbai (All Areas)

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1. Responsible for Sales 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

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1 - 5 years

5 - 6 Lacs

Ahmedabad

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Job Title: Equity Portfolio Advisor Location: Ahmedabad Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.

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1 - 5 years

5 - 8 Lacs

Mumbai Suburbs, Navi Mumbai, Mumbai

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Job Title: HNI Equity Portfolio Advisor Location: Mumbai Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.

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0 - 5 years

2 - 3 Lacs

Navi Mumbai, Mumbai, Thane

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Role & responsibilities Responsible for generating brokerage and activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients too Coordinating with clients for their daily trades in equity/FNO Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Advising clients of Sharekhan research and information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Regularly following-up with clients and handling their queries. No false commitment to the clients. Preferred candidate profile Good Communication skills Graduataion is a must NISM 8 certificate is mandatory Fresher with NISM 8 certification can apply Experienced candiadate from broking background Interested candidate can share their updated CV on neha.singh@sharekhan.com Or can directly connect on 8655403320

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0 - 5 years

3 - 4 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Ritu www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

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0 - 5 years

1 - 3 Lacs

Navi Mumbai, Panvel, Mumbai (All Areas)

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Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-8169642494 Yogesh 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 Perks and benefits Medical Allowance + Daily Allowance

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4 - 6 years

3 - 8 Lacs

Pune

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CTC: As per industry standards and experience. No limitations. We are looking for a passionate and highly dedicated Equity Technical Analyst to join our team. In this role, you will conduct in-depth equity market research, technical analysis, analyze financial data, and generate insights that guide clients in making informed investment decisions. Your expertise will be crucial in identifying market opportunities and supporting the development of effective trading strategies. Key Responsibilities: Conduct comprehensive research and analysis of stocks, industries, commodities and market trends. Prepare detailed financial models and forecasts. Conduct technical analysis practices and analyze the market Generate insightful reports and presentations summarizing research findings. Monitor financial news and trends to provide timely and accurate updates to clients. Develop and maintain relationships with clients, providing guidance and updates on investments. Collaborate with internal teams to support investment strategies and decisions. Attend industry events, conference calls, and company presentations to stay informed about relevant developments. Qualifications: MBA or PGDM in Finance is mandatory. Experience in equity market research is mandatory. NISM XV Research Analyst Certification Mandatory Strong analytical skills, with a knack for interpreting complex data. Excellent written and verbal communication skills. Proficiency in financial modeling, valuation techniques, and Excel. Ability to work independently as well as contribute to a collaborative team environment. Why Join Commodity Samachar? Flexible working hours Career growth opportunities 5-day working week Healthy work culture If you are passionate about equity research and ready to make an impact in a dynamic financial environment, we invite you to apply! Apply Now and Join Us in Reshaping the Future of Financial Markets!

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2 - 7 years

10 - 12 Lacs

Dehradun, Kanpur, Mumbai (All Areas)

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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 to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

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2 - 7 years

7 - 9 Lacs

Jalandhar, Pune, Ludhiana

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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 to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

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1 - 5 years

2 - 5 Lacs

Mumbai, Mumbai (All Areas)

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Interested candidates can mail their updated resumes on Vedashree.Rane@sbicapsec.com WALKIN INTERVIEW : Monday to Friday INTERVIEW TIMING : 9:00 am to 4:00 pm MEET PERSON : HR Vedashree Rane INTERVIEW VENUE : SBICAP Securities Ltd Voltas House, A Block C.S No -760, T.B Kadam Marg, Chinchpokli, Mumbai - 400033 ( 10 Min walking from Chinchpokli Station - Central line / Cotton Green ( Kalachowki ) Station - Harbour line ) Designation : Equity Dealer / Relationship Manager Location : Mumbai Chinchpokli / Cotton Green 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. Eligibility Criteria : Minimum Graduation with 6+ months relevant experience is preferred. NISM 8 certification is must.

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1 - 5 years

1 - 2 Lacs

Mumbai, Mumbai (All Areas)

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Candidate, Greetings From Monalisa HR Team..!! We have an Urgent opening for the position of "Insurance Agent / Advisor" for one of our reputed clients @ their Santacruz - West, Location. Hiring Company Name - Confidential Job Location: - Santacruz - West Designation: - Insurance Agent/ Advisor Rolls: - On-Rolls. Salary: - In Between 18k - 25k net in hand & based on a complete interview evaluation process too. Experience Minimum 2 3 Years of experience Job Nature: - Full Time / Work from Office. Key Responsibilities Experience in Mutual Fund & General Insurance Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Preparing collating mutual fund reports Prepare Quotations Prepare daily MIS entry Manage & maintain data of clients Issue policy & share with clients. Answering inbound sales calls and converting them into new opportunities. Engage potential customers in dialogue that opens opportunities. Provide information regarding product/service in an engaging manner. Mailing required details like brochures, product profiles to clients. TECHNICAL /FUNCTIONAL SKILLS : Excellent communication skills, both in written and verbal. Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables. Have a strong work ethic and are eager to learn. Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence. Excellent customer service skills to ensure customers get awesome experience from company product Strong time management skills and ability to prioritize and multitask effectively. Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc. Ability to work well in a fast-paced environment THE PERSON SHOULD BE WILLING TO JOIN IN 15-20 DAYS TIME OR IMMEDIATELY JOINER. Request for interested candidates; please share your updated resume with us thru below Email-ID executivehr@monalisammllp.com , also candidate can reach us at 9029895581 . Current /Last Net in Hand - Salary will be offered based on the interview /Technical evaluation process- Notice Period & LWD was/will be - Reason for Job Change - Total Years of Experience in Specific Field - Regards, Monalisa Group of Services HR Department 9029895581 Call / WhatsApp executivehr@monalisammllp.com

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2 - 7 years

4 - 5 Lacs

Chennai, Bengaluru, Hyderabad

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Dealing experience is must in securities companies - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) Should have completed 10+2+3 years of education (Mandate) Required Candidate profile NISM 8 certification – Equity Derivatives mandatory Advising clients with regards to their Investment in Equity & Derivative Market New Client Acquisition Responsible for achieving brokerage

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3 - 8 years

4 - 9 Lacs

Pune, Ludhiana, Kanpur

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Greetings from Avani Consulting we are hiring for our client Role & responsibilities 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. Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Perks and benefits CTC-5 LPA to 10Lac Candidate should be comfortable for B2C sales Interested one can send their updated resume in mail or watsApp Mail - Priya@avaniconsulting.comWhat's app and call - 9572355460

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5 - 10 years

5 - 15 Lacs

Pune

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This position is responsible for managing Banking channel for Pune location. Candidate will be expected to manage and mobilise maximize sales by building new relationships and managing existing relationships Roles & Responsibilities Establishes productive, professional relationships with key personnel in assigned partner accounts. Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Develop, implement strategy to achieve planned growth objectives for their channel Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in the respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his banks depending for selling / targeting specific schemes as identified by the Business Head. Skill Set Business Development and Customer Management skills; Relationship/People Management Skills, Leadership skills, Effective Communication skills; and Communication skills, Analytical skills, Interpersonal Skills, Liaison Maintaining Capacity, Decision making capability, selling skills and networking skills for achieving Zonal sales targets Qualifications & Experience Undergraduate degree; A Masters degree/professional qualifications At least 2 - 4 years’ experience in Private Banking MFD Certified

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5 - 10 years

5 - 10 Lacs

Thane

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HDFC Securities - Urgent Opening for Team leader - Virtual Desk DEPARTMENT - Virtual Desk POSITION - Branch Manager LOCATION - Thane Wagle Estate JOB DUTIES AND RESPONSIBILITIES 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 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory Interested candidates can share there updated resume at devashree.lad@hdfcsec.com

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0 - 5 years

3 - 3 Lacs

Thane, Kalyan/Dombivli, Mumbai (All Areas)

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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

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