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7.0 - 12.0 years
5 - 7 Lacs
Rohtak
Work from Office
Designation - Branch Manager Location - Rohtak 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 1 week ago
0.0 years
3 - 4 Lacs
Bengaluru
Work from Office
About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses. Product ranges are MF, Insurance, Realty, Information Technology, Loan Against Security, FMCG etc. NJ Group is based out of Surat in Gujarat, India and has presence in 185+ locations in India, Mauritius & Dubai and has over 2,200+ employees and over 43,000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,45,000+ Cr. of more than 37+ Lacs investors. Job Title: Unit Manager - Mutualfund Brief Information: The candidate will be placed at NJ Wealth - Financial Products Distributors Network, which is one of India's leading and most successful network of distributors in the financial services industry. This distribution network provides the best support to the financial product distributors to enhance its business like sales support, marketing support, technology support, training support, research support, customer care support and any other support required. As the business model is B2B (Business to Business), the candidate needs to identify and meet potential leads (prospective financial product distributors) and explain and convince them about the business opportunities in the financial products distribution business. Once they become the Partner then train and help them for business development. Job Description: Identify, 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, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales etc. Skills Required: Strong communication Interpersonal skills Convincing skills Experience : Fresher to 6 months of sales experience in financial industry Education Qualifications: Fresher MBA (Finance or Marketing) OR Any Graduate with minimum 2 yrs of experience of sales in the financial industry. Location: Bangalore Website: www.njgroup.in , www.njwealth.in
Posted 1 week ago
3.0 - 8.0 years
6 - 12 Lacs
Salem, Tiruchirapalli, Coimbatore
Work from Office
Hiring for a leading AMC Candidate must have 3-7 years of mutual funds sales experience Its a team handling role so 1-2 years of team handling experience is required Candidate must have HNI client handling experience
Posted 1 week ago
1.0 - 3.0 years
4 - 6 Lacs
Navi Mumbai
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 1 week ago
5.0 - 10.0 years
4 - 9 Lacs
Kochi, Thiruvananthapuram
Work from Office
Urgent Requirement - Leading bank RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute
Posted 1 week ago
1.0 - 6.0 years
2 - 7 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!
Posted 1 week ago
1.0 - 3.0 years
4 - 6 Lacs
Coimbatore
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 1 week ago
2.0 - 7.0 years
3 - 6 Lacs
Kolkata, Jamshedpur, Ranchi
Work from Office
Dealing in both cash and F&O segment Portfolio management Cross selling other financial product Meeting brokerage targets Connect at 8910750091
Posted 1 week ago
3.0 - 8.0 years
3 - 5 Lacs
Mumbai
Work from Office
Must have Min 1+yrs exp as a Process Trainer from Mutual Fund process. NISM Certified Trainers are preferred. 6 Days Working Excellent Comms Required Call 8447780697 send CV monu@creativeindians.com
Posted 1 week ago
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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week 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 1 week ago
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