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2.0 - 7.0 years
2 - 5 Lacs
Malappuram, Warangal, Karaikkudi
Work from Office
Drive business development across multiple channels – Private Banks, IFA/ND Distributors, SBI branches, and Wealth Counters. Achieve sales targets through effective client acquisition and relationship management. Develop and execute strategic sales.
Posted 1 week ago
5.0 - 10.0 years
5 - 13 Lacs
Kozhikode, Bengaluru, Thiruvananthapuram
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
Kollam, Kozhikode, Thiruvananthapuram
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
Mangaluru, Mysuru, Bengaluru
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 1 week ago
2.0 - 5.0 years
2 - 5 Lacs
Mehsana, Ahmedabad, Rajkot
Work from Office
We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 & 5 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.
Posted 1 week ago
4.0 - 9.0 years
5 - 10 Lacs
Nashik, Ahmedabad, Mumbai (All Areas)
Work from Office
The Equity Dealer is responsible for executing trades on behalf of clients via terminals, providing investment advice. The role involves client servicing, relationship management, and cross-selling mutual funds/PMS/IPOs.( 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 week ago
1.0 - 6.0 years
3 - 5 Lacs
Pune, Aurangabad
Work from Office
Hi, SBI Securities is hiring for Quality Analyst Role in Pune & Aurangabad. CTC: Upto 5lpa Designation: Quality Analyst Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. 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 / MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Interested candidate can share cv at tulsi.karki@sbicapsec.com . Thanks, Tulsi- HR 8290141000 SBI Securities
Posted 1 week ago
2.0 - 7.0 years
3 - 4 Lacs
Navi Mumbai
Work from Office
Hiring for Quality Analyst/Sr. Quality Analyst Location: MBP, Navi Mumbai Role : The role is focused on auditing calls and mails, recording feedback, and facilitating necessary changes to improve the call center's core processes. The aim is to reduce errors through Audits, Root Cause Analysis (RCA), and Failure Mode and Effects Analysis (FMEA) while setting control measures in place. The role also involves delivering productivity improvements through continuous growth and technical development of the team, ensuring that all areas are efficiently managed and optimized. Job Responsibilities : Conduct thorough audits of calls and emails to ensure compliance with company standards and identify areas for improvement. Record detailed feedback based on audit findings and share it with relevant stakeholders to facilitate process enhancements. Implement necessary changes to the call center processes based on audit feedback, aiming to enhance efficiency and effectiveness. Develop and maintain updated documentation of core processes, ensuring all team members are informed of the latest procedures. Utilize Root Cause Analysis (RCA) and Failure Mode and Effects Analysis (FMEA) techniques to identify and address process errors. Set and enforce effective control measures within the processes to minimize errors and enhance quality assurance. Collaborate with the technical development team to deliver continuous growth and improvements in productivity. Provide training and support to team members to ensure understanding and adherence to updated processes and standards. Job Responsibilities : Experience in quality assurance within a call center environment is highly preferred. Familiarity with process improvement methodologies and tools, such as Lean or Six Sigma, is an advantage. Criteria : Bachelor's degree in a relevant field. Minimum of 2 years of experience in a similar role. Strong analytical skills with the ability to perform detailed audits and analyses. Excellent communication skills for effective feedback and process improvement discussions. Criteria : Experience with Phonepe processes or similar financial services. Proven track record of implementing successful process improvements. Shifts timings: 24/7 Rotational Shifts Week Off : 1 rotational week off Interested candidate can share their resume "matildad@hexaware.com" or WhatsApp on 9082299130
Posted 1 week ago
1.0 - 3.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Call & Trade CTC- up to- 4.5 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- 1. Responsible for handling inbound & outbound calls. 2 . Responsible for resolving the queries of investment products. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Trade behalf of client Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
1.0 - 6.0 years
0 - 0 Lacs
mumbai city, thane
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit ROLES & RESPONSIBILITIES: 1) 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. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance &; Risk. 5) Provide regular updates to the immediate superior as and when required. 6) Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
1.0 - 6.0 years
0 - 0 Lacs
chandigarh, ludhiana, jammu
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES 1) Executing buy and sell orders in the stock market 2) Monitoring market trends to provide timely investment advice to clients. 3) Managing and reviewing clients investment portfolios. 4) NISM-8 is Mandatory 5) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 1 week ago
1.0 - 4.0 years
0 - 0 Lacs
ahmedabad, gandhinagar, vadodara
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer CTC- up to- 5 lac+ incentive + Other benefit Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Maintaining regular MIS reports on daily basis 6) Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
10.0 - 20.0 years
10 - 20 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
Work from Office
You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.
Posted 1 week ago
1.0 - 3.0 years
2 - 3 Lacs
Noida, Ahmedabad
Work from Office
We're Hiring for PWM Operations Role at Multiple Locations! An exciting opportunity to join Anand Rathi Wealth Ltd in our Private Wealth Management (PWM) Operations team. Key Responsibilities: Manage end-to-end Account Opening & Transaction Processing Handle Trading, Demat, KYC, DIS, Modifications, etc. Co-ordinate with Mid Office & internal stakeholders Maintain control over document flow & compliance Qualification: Graduate with sound knowledge of Equities / Mutual Funds NISM/NCFM certified (preferred)
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Dear Candidate Greetings From"APEX SERVICES" Designation: Branch Dealer CTC- up to-5 lac+ incentive + Other benefit Years of Exp: 1 to 4 yrs Roles: 1. 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. 2• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3 . To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5• Responsible to ensure all activities are in adherence as per Compliance & Risk. 6 • Provide regular updates to the immediate superior as and when required. 7. Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Ahmedabad, Surat, Mumbai (All Areas)
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.pandeypankaj@gmail.com if you are interested for the mentioned Job Role. you can call also on 7068764020
Posted 1 week ago
2.0 - 6.0 years
1 - 4 Lacs
Kochi, Chennai, Bengaluru
Work from Office
Dear Candidate, Role- Relationship Manager CTC- upto-5 LPA + incentive ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry.
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-7 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Mumbai Suburban
Work from Office
Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Apoorva 9713546791 Required Candidate profile Excellent communication is required graduate is mandatory NISM VA/VB OR XA/XB OR 5 /8/10 Certificates are required
Posted 1 week ago
3.0 - 5.0 years
2 - 4 Lacs
Guwahati
Work from Office
Responsibilities: * Manage existing client relationships through regular communication and service delivery. * Acquire new HNIs through networking and marketing efforts. Sales incentives Performance bonus Referral bonus Provident fund Health insurance
Posted 1 week ago
0.0 - 2.0 years
5 - 6 Lacs
Surat
Work from Office
Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction
Posted 1 week ago
2.0 - 7.0 years
1 - 4 Lacs
Rajsamand, Jaipur, Jodhpur
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Jaipur Location Role: Dealer - Trading Experience: 2 - 6 Years Job Description: Role & Responsibilities: Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. Any Graduate Full Time Interested Candidates can share their CV's at BhagyashreeS @topgearconsultants.com
Posted 1 week ago
1.0 - 6.0 years
2 - 3 Lacs
Kolkata
Work from Office
Role & responsibilities This role is primarily responsible for imparting training on Mutual Fund, for NISM 5 skills. Knowledge of Mutual Fund is desirable Having Good communication and interaction skills Good orator Candidate with Teaching/Training experience is desirable Interact with teams in scheduling training activities Designing of Training schedule and programs Good team player Travelling may require as per requirement. Preferred candidate profile A male graduate or diploma candidate with knowledge of Mutual Funds and relevant regulations is desirable. Prior experience in teaching, training, or facilitation is preferred. Regards, Sandipa 7980475998
Posted 1 week ago
1.0 - 5.0 years
3 - 8 Lacs
Gurugram
Work from Office
We are hiring for below roles. Trade Ops, Custody Ops Quality Cheker Account Opening Business Function : Investment Banking Job Location : Gurugram Face to face Interview 1 to 4 years of experience 5 days working Night shifts job- Night shift (US shift) Work from Office Role and responsibilities: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data (Accounting) and External data (Custodian/Banks ) across all asset classes offered by the Bank primarily being Equities, Bonds, Mutual Funds and Derivatives RESPONSIBILITY: 1. Ensuring quality and time efficient production of recons across all asset classes 2. Ensure all process tasks are completed 3. Setup wire transfers for cash funding obligations (e.g. capital calls and other cash movements 4. Respond to data queries and provide support to stakeholders 5. Ensure self and team is escalating critical issues to Department Head/Lead thereby ensuring a seamless process flow 6. Liaise directly with custodians, fund administrators and other providers to ensure client investments are implemented accurately, efficiently, and on a timely basis 8. Provide ideas to remove complexity and increase productivity by process improvement/lean processes. 9. Contribute actively in documenting procedures and work instructions. 10. Actively ensure that Reconciliations always engages positively with any stakeholders and maintain a high service level 11. Ensure data integrity and strict adherence to SLAs 12. Own, coordinate and delegate work as required 13. Work across functions to identify root cause to breaks and contribute to find resolutions Must have: Experience in Investment Banking 1. Knowledge of various market asset classes 2. Knowledge of end to end flow of Reconciliation 3. Knowledge of various market asset classes, alternate Investment, Custodian 4. Knowledge of mutual fund, equity, Private equity, Bonds, Trade life cycle, custodian, different types of mutual funds. We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Interested candidates may share updated resume along with below mentioned details at md.aftab@incedoinc.com Total experience Notice period Current CTC Expected CTC Current location Available for face to face interview- yes/no Comfortable working in night shifts- yes/no Comfortable commuting one way on own- yes/no Regards, Wamiq
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Thane, Pune, Mumbai (All Areas)
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 70525 51753 .
Posted 1 week ago
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