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1.0 - 6.0 years
3 - 4 Lacs
Mumbai, Mumbai Suburban
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION IDBI Capital Markets and Securities Limited DESIGNATION Equity- Dealer NO. OF VACANIES 1 EXPERIENCE RANGE 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification ESSENTIAL QUALIFICATIONS Any graduate / post-graduate CANDIDATE'S PROFILE - Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. - Responsible for achieving brokerage revenues. - Increasing client base through existing client referrals. - To place orders for clients on trading terminal with very high proficiency in speed and accuracy. - Confirmations on Recorded Line. - Communicating research advices and investment ideas to customers for portfolio churning . SKILLS AND TRAITS -Excellent Communication & Presentation skills. -Must have existing client relationships in the market. -Should be a self-starter, proactive & target oriented. -Should possess strong networking & relationship building skills. Interested candidates can share your CV's on outsource18@idbicapital.com or Contact no: 9137914716
Posted 2 months ago
3.0 - 8.0 years
5 - 8 Lacs
Bhubaneswar, Kolkata, Jamshedpur
Work from Office
acquisition of direct sales relationship with -- HNI, Micro/ SME Corporate, Charitable Trust , Co-operative and Commercial Banks and other specific segments selling Mutual fund as the core product along with PMS, PE, and debt Responsible for Target.
Posted 2 months ago
1.0 - 6.0 years
1 - 5 Lacs
Mysuru, Bengaluru, Belgaum
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds.) Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************
Posted 2 months ago
1.0 - 6.0 years
1 - 5 Lacs
Gorakhpur, New Delhi, Jodhpur
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds.) Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8 ******************************************************************************************************************************************* Interested candidate can share the CV to priyanka.r@sbicapsec.com. **********************************************************************************************************************************************
Posted 2 months ago
4.0 - 9.0 years
6 - 14 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
Greetings from Avani consulting We are hiring Role & responsibilities - Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing business activities. - Give market feedback to Investments on peer Products Positioning & Product sales in market. Preferred candidate profile Desired Education Background: MBA (Finance)/ CFA/ CA/Graduate Desired Work Experience: 3 plus Critical Skills Required: Communication, Analytical & Interpersonal, Sales Techniques, Product & Market Perks and benefits 8 to 15 LPA PLUS attractive incentive Interested candidates share your cv in mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895 ANUSHA Key Account Manager Avani consulting New era of recruiting
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
Kolkata, Chennai, Delhi / NCR
Work from Office
Job Location: Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Mumbai & Vizag Experience: Minimum 1 Year as advisor Equity Dealing Roles & Responsibilities: Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. Should be presentable with good communication & convincing skill.
Posted 2 months ago
7.0 - 12.0 years
10 - 15 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job description - Managing & handling 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 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Noida, Kanpur, Lucknow
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Pure Dealer CTC- upto-5 LPA + incentive + Other benefit Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing. Requirements Graduate / Postgraduate with 1 to 4 yrs. experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM -VIII certificate is mandatory. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can also call on 6394266681.
Posted 2 months ago
0.0 - 2.0 years
3 - 3 Lacs
Pune
Work from Office
This Job requires a basic understanding of the stock Market, direct equity/advisory services/ tailored solutions to retail and HNI clients. Retaining, renewing the existing clients. Preferred NISM XV candidate. Opening: 10 Location: Pune & WFO Sales incentives Provident fund
Posted 2 months ago
2.0 - 7.0 years
6 - 8 Lacs
New Delhi, Faridabad, Delhi / NCR
Work from Office
Mega Drive for the below role Please call back on 8273693648 Email- maheshwari@contactxindia.com Job Title: Equity Dealer MUST HAVE NISM 8 Certified 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 Product with existing clients Preferred candidate profile
Posted 2 months ago
0.0 - 5.0 years
3 - 3 Lacs
Guwahati
Work from Office
Job description Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Guwahati. Salary CTC up to Rs 3.6LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager. Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in
Posted 2 months ago
0.0 - 3.0 years
2 - 4 Lacs
Noida, Indore, Thane
Work from Office
Drive new client acquisition for Trading and Demat accounts under the Sharekhan platform Generate revenue through brokerage-based transactions Cross-sell investment and financial products Guide clients with investment strategies aligned to their profile and financial goals Maintain and nurture strong client relationships through regular follow-ups and personalized service Stay updated on the latest market trends and financial products to provide informed guidance Ensure achievement of acquisition and revenue targets across HNI and retail client segments Desired Candidate Profile In-depth knowledge of financial markets and investment products Strong sales orientation with the ability to meet and exceed targets Excellent communication, presentation, and interpersonal skills Proven telemarketing abilities with confidence in client interactions Self-motivated with a proactive and goal-driven approach Up-to-date understanding of current market scenarios and product trends Passionate about helping clients achieve their financial objectives through proper planning and product alignment
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
Mumbai, Thane, Pune
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-7 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can also call on 6394266681.
Posted 2 months ago
2.0 - 5.0 years
8 - 10 Lacs
Ahmedabad, Ajmer, Vadodara
Work from Office
Responsible for gathering assets for Investment Products Such as Mutual Funds,PMS,AIF, Corporate FD,Investiger,SGB, Insurance & Other Products Launched From Time to time. Would Be responsible for achieving Net Equalized Assets Collected (LS) Targets
Posted 2 months ago
7.0 - 12.0 years
5 - 7 Lacs
Alwar
Work from Office
Designation - Branch Manager Location - Alwar Ctc - Upto 7 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn How to Apply:- To schedule your interview kindly share your resume/ call at HR Ashwini: 9822643371
Posted 2 months ago
1.0 - 6.0 years
2 - 7 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Responsible for generating brokerage primarily through Currency & Commodity Trading Should have basic knowledge about Commodity & Currency Segment. Develop and maintain a long-term relationship with customers to generate brokerage Required to be constantly updated with the domestic markets. Responsible for achieving targets set by the organization from time to time.
Posted 2 months 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 Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh 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 2 months ago
10.0 - 15.0 years
10 - 18 Lacs
Hyderabad, Bengaluru
Work from Office
Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 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 well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)
Posted 2 months ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Kalyan/ Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Bank Process-Inbound Voice Des-Phone Banking Officer Voice Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 28000 Work Location-Thane/Mumbai/Vashi/Ghansoli/Belapur/Airoli/Nahur Call-9082104424 Sanika 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 2 months ago
1.0 - 6.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred
Posted 2 months ago
2.0 - 7.0 years
4 - 5 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Job Title: Sr. Stock Market Faculty Job Location - DELHI, NOIDA Job Type: Full-Time Department: Financial Education / Training & Development Reports To: Head of Academics / Training Manager Job Summary: We are seeking a passionate and knowledgeable Stock Market Faculty to deliver high-quality training in equity markets, trading strategies, technical and fundamental analysis, derivatives, and portfolio management. The ideal candidate should have both theoretical knowledge and practical experience in the financial markets. Key Responsibilities: Design and deliver engaging training sessions on stock market fundamentals, technical & fundamental analysis, derivatives, trading strategies, and related topics. Prepare course content, study materials, presentations, assignments, and exams. Keep students updated with current trends, real-time data, and case studies from the stock market. Provide mentorship and guidance to students preparing for exams like NISM, NCFM, CFA, or similar certifications. Conduct webinars, workshops, and mock trading sessions using live market platforms (e.g., NSE/BSE terminals, TradingView, etc.). Stay updated with industry trends, regulatory changes, and trading technologies. Collaborate with other faculty and departments to develop cross-functional financial program Requirements: Bachelors or Masters degree in Finance, Economics, Commerce, or related field. Certifications like NISM, NCFM, equivalent (preferred). 2+ years of experience in stock market trading or teaching stock market courses. Strong understanding of equity, derivatives, mutual funds, and other financial instruments. Excellent communication, presentation, and classroom management skills. Familiarity with trading platforms and market analysis tools (e.g., MetaTrader, TradingView, Zerodha, etc.). Preferred Skills: Passion for teaching and mentoring. Ability to simplify complex financial concepts. Real-world trading or investment experience. Proficiency in MS Office, Excel, and financial modeling. Remuneration: [As per industry standards / Negotiable based on experience and qualifications] Candidates Can Call for Interview Lineup - 9871090777, 9871060777, Share your Resume - info@dipeinstitute.com
Posted 2 months ago
1.0 - 3.0 years
5 - 6 Lacs
Thane
Work from Office
Gender: Female candidates only •Provide excellent support and resolve customer queries effectively. •Assist in lead generation activities (minimal calling, no sales targets).
Posted 2 months ago
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