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2 - 5 years
1 - 4 Lacs
Aurangabad
Work from Office
Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptor: We are currently seeking an experienced professional to join The Global Asset Management team. Principal Responsibilities To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process Requirements A good understanding of mutual fund/security markets Good verbal and written communication, team and interpersonal skills The inclination to work in a client facing role, with a bent of mind for service Ideally a post graduate / minimum 2 plus years of experience in a client-facing role involving Service, Query Handling Knowledge of local language will be an advantage Valid NISM certification. The location for this role is Aurangabad , India Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Posted 1 month ago
- 5 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 8080702016 Sanika www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.
Posted 1 month ago
- 5 years
2 - 4 Lacs
Mumbai Suburban, Thane, Navi Mumbai
Work from Office
Des:Phone Banking Officer Salary:16k in hand for freshers 1 yrs + exp in BPO will get 29k 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 8080126356 Trupti 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
Posted 1 month ago
- 4 years
2 - 3 Lacs
Noida
Work from Office
Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule PERSON SPECIFICATION KNOWLEDGE & SKILLS Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills Best of Luck!
Posted 1 month ago
5 - 10 years
5 - 10 Lacs
Mumbai
Work from Office
Role & responsibilities 1. Accurate and timely execution of BOD and EOD process. 2. Monitoring Client Positions, Client / Dealer Limits and triggering the square off process for the clients. 3. Monitoring member positions limit violations / TM funds on NMASS. 4. Limit setting in NEAT and RTRMS 5. Effectively Tracking Market Movements and Risk Exposure. 6. Follow up of T + 1 +5 debit / MTM loss / Margin shortfall with clients / RMs. 7. New client set up, conversion, modification in the trading system. 8. Coordinate with in-house team for development of projects and User Acceptance Testing 9. Ensure all the activities are in adherence as per the compliance and risk policy. 10. Active participation in Mock session 11. Experience in SMTF product would be preferred. Preferred candidate profile 1. Knowledge of Equity/ Derivatives / Currency Market. 2. Should have minimum 5 years experience in Risk management 3. Knowing exchange new margin concepts. 4. Cleared NISM certificates.
Posted 1 month ago
1 - 4 years
1 - 2 Lacs
Vadodara
Work from Office
Job Description: Responsible for achieving business targets set for self & of dealer mapped to him for the respective year. Promote the company's product & services. Maintain client relationship & provide them best service. Maintain relationship with allotted clients by proactive advisory and prompt support services. Always updated with international market news/inventory, which impacts the Indian commodity market. Mutual fund for process of reporting Mutual fund OTP confirmation Email and pending follow up Mutual fund reporting to MIS management to daily
Posted 1 month ago
5 - 10 years
8 - 13 Lacs
Hyderabad, Bengaluru, Mumbai (All Areas)
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.
Posted 1 month ago
2 - 4 years
4 - 7 Lacs
Hyderabad, Chennai, Mumbai (All Areas)
Work from Office
Job Description Retail- RM Advisor Designation: RM Advisor Roles and Responsibilities : • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential.
Posted 1 month ago
- 5 years
1 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 1 month ago
2 - 7 years
3 - 5 Lacs
Deoghar
Work from Office
Designation : Relationship Manager - Banking Channel - B2B Location: Deoghar Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region
Posted 1 month ago
1 - 5 years
2 - 5 Lacs
Varanasi, Kanpur, Lucknow
Work from Office
Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Advisor CTC- upto-5.5 LPA + incentive + Other benefit Branch Dealing GENERAL ROLERole & responsibilities 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Kindly reply with an updated cv on apex.sandhyapatel@gmail.com if you are interested in the mentioned job role.You can also call on 8429944115
Posted 1 month ago
4 - 9 years
4 - 9 Lacs
Chennai
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.
Posted 1 month ago
3 - 7 years
1 - 5 Lacs
Jaipur
Work from Office
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: 5 Job Location: Jaipur Rajasthan Role: Derivative Trader 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 Calendar, Strangle, Iron Fly, Delta strategy to name few. Key Responsibilities: Develop and execute Butterfly, Iron Fly, Iron Condor, Calendar Spread strategies in index options (Nifty, Bank Nifty, etc.). Analyze market trends, volatility, and price movements to optimize trades. Manage risk and hedge positions effectively. Monitor open positions and adjust strategies as required. Collaborate with research and analytics teams to enhance trading strategies. Maintain trading records and performance reports. If you are interested, please apply directly on priyanka.yadav@junomoneta.in Thanks & Regards, Human Resource
Posted 1 month ago
- 5 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
2 - 7 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
- 7 years
2 - 9 Lacs
Hyderabad
Work from Office
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 5+years of experience. Qualification: Any Graduate/Post Graduate degree
Posted 1 month ago
3 - 8 years
3 - 8 Lacs
Mangaluru, Kozhikode, Bengaluru
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. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Willingness to travel Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258
Posted 1 month ago
1 - 3 years
2 - 3 Lacs
Mumbai
Work from Office
Role & responsibilities - To execute trades as instructed with agility and precision. - To be able to maintain excel records of all trades. - Punctuality and ability to respond fast when in work pressure. Preferred candidate profile - Basic Microsoft Excel and Word. - Basic understanding of Equities, Futures and Options. - NISM Series 8 is a must. - Any experience with a trading terminal (XTS, Odin, Greeksoft) shall be preferred. - Good communication (language is not important but should understand basic English terms). Perks and benefits - All national holidays and Saturday & Sunday off. - Working hours (8:45 am to 5 pm)
Posted 1 month ago
2 - 7 years
3 - 7 Lacs
Visakhapatnam, Chennai, Coimbatore
Work from Office
Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification:graduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com
Posted 1 month ago
4 - 9 years
4 - 9 Lacs
Ahmedabad
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.
Posted 1 month ago
2 - 5 years
2 - 4 Lacs
Kolkata
Work from Office
Role & responsibilities Direct Customers / Associates Handling Handling portfolio of HNI clients Prime focus on Income Generation to reach a breakeven point Preferred candidate profile Any Graduate & Certified with NISM - VA/8 ( Equity, Commodity ) Perks and benefits We offer a lucrative incentive structure for all Salespersons
Posted 1 month ago
2 - 7 years
1 - 4 Lacs
Parbhani, Aurangabad, Amravati
Work from Office
Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. 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, NCDs 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. Share updated Cv : divya.chawla@religare.com or call on 8169023289
Posted 1 month ago
2 - 7 years
5 - 15 Lacs
Kolkata, Vijayawada, Hyderabad
Work from Office
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.
Posted 1 month ago
2 - 7 years
3 - 8 Lacs
Panipat, Rohtak
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.
Posted 1 month ago
1 - 6 years
3 - 6 Lacs
Kolkata, Patna, Ranchi
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 Year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 month ago
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