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0.0 - 5.0 years
3 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Phone Banking Officer Day Shift | Inbound Process Salary: • Voice Exp – Up to 4.5 LPA All Banking Benefits Guaranteed Shift to Branch Banking after 2 Year Location: Thane | Malad | Vashi Call Vidya – 9773553319 Apply: www.hyfly.in Required Candidate profile Inbound Customer Service – Banking Handle inbound customer calls Verify details & validate documents Ensure interaction with the right customer Cross-sell & pitch relevant banking products
Posted 1 month ago
3.0 - 8.0 years
6 - 8 Lacs
jalandhar, ludhiana, chandigarh
Work from Office
Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
kolkata, chandigarh
Work from Office
NISM 8 mandatory. Responsible for punching client orders on trading terminal, generating 10x–12x brokerage revenue, strong market knowledge, and ability to cross-sell MTF & NFO products. Required Candidate profile Graduate with NISM 8 certification, 1–5 yrs experience in equity dealing/broking, strong communication & market knowledge, skilled in client handling, revenue growth & cross-selling MTF and NFO.
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
kolkata, pune, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
kolkata, chandigarh, pune
Work from Office
NISM 8 mandatory. Responsible for punching client orders on trading terminal, generating 10x–12x brokerage revenue, strong market knowledge, and ability to cross-sell MTF & NFO products. Required Candidate profile Graduate with NISM 8 certification, 1–5 yrs experience in equity dealing/broking, strong communication & market knowledge, skilled in client handling, revenue growth & cross-selling MTF and NFO.
Posted 1 month ago
5.0 - 10.0 years
5 - 12 Lacs
ahmedabad
Work from Office
Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104
Posted 1 month ago
4.0 - 9.0 years
4 - 9 Lacs
rajkot
Work from Office
Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104
Posted 1 month ago
0.0 - 5.0 years
2 - 5 Lacs
ernakulam, palakkad, thrissur
Work from Office
Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Functional Designation: Sales Role & responsibilities Acquire new clients through cold calls, referrals, and appointments. Promote financial products: Mutual Funds, SIPs, Insurance, PMS, Bonds. Educate clients on company services, market trends, and investment opportunities. Cross-sell products to existing clients to maximize portfolio growth. Maintain and enhance Assets Under Management (AUM) of the branch. Provide after-sales service, follow-ups, and ensure client retention. Assist team members in closing leads and filling investment forms. Organize investment seminars and branch promotional activities. Prep...
Posted 1 month ago
0.0 - 5.0 years
2 - 5 Lacs
ernakulam, palakkad, thrissur
Work from Office
Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Financial Sales Consultant | Immediate Joiners | Across Kerala We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and n...
Posted 1 month ago
2.0 - 7.0 years
5 - 12 Lacs
jaipur
Work from Office
Role & responsibilities Introducing and Advising Clients . Hands-on experience in dealing into Equity and F&O segment. Knowledge of Equity Market trading practices. Candidate should have intensive equity market experience. Knowledge of TPP. Should be able to read market price movements and have a decent market intelligence network. Preferred candidate profile The Candidate should have good understanding in:- Shifting / Introducing Equity Clients to the Company's Platform. Execute Trades on the Trading Terminal. Generate large volumes on equity & derivative terminal from Clients. Equity Advisory (Advice client on equity markets to buy stocks). The candidate should must have 2 years and above ...
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
aurangabad
Work from Office
RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for ...
Posted 1 month ago
7.0 - 9.0 years
0 Lacs
vapi, gujarat, india
On-site
Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
lucknow
Work from Office
Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
mumbai
Work from Office
Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
pune
Work from Office
Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
varanasi
Work from Office
Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.
Posted 1 month ago
4.0 - 9.0 years
5 - 10 Lacs
bengaluru
Work from Office
• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills
Posted 1 month ago
4.0 - 9.0 years
5 - 10 Lacs
hyderabad
Work from Office
• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills
Posted 1 month ago
1.0 - 5.0 years
1 - 4 Lacs
noida
Work from Office
Job description: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience
Posted 1 month ago
1.0 - 5.0 years
1 - 4 Lacs
jaipur
Work from Office
Job description: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
jaipur
Work from Office
Locations: Delhi, Noida, Gurugram, Faridabad, Bhopal, Lucknow, Prayagraj, Ludhiana, Mumbai, Pune, Bangalore. 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 ...
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
gurugram
Work from Office
Locations: Delhi, Noida, Gurugram, Faridabad, Bhopal, Lucknow, Prayagraj, Ludhiana, Mumbai, Pune, Bangalore. 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 ...
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
pune
Work from Office
Hiring! Position: Equity Dealer with cross sales and client acquisition Industry: Broking Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Management to join growing teams in the Broking Industry. Key Responsibilities: Drive cross-selling opportunities for various financial products. Execute trades and manage client portfolios. Build and nurture strong client relationships, ensuring high levels of satisfaction and retention. Analyze market trends and offer tailored solution...
Posted 1 month ago
2.0 - 7.0 years
1 - 5 Lacs
jaipur
Work from Office
Job description: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification is mandatory.
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
pune
Work from Office
Position: Equity Dealer with Cross Sales and Relationship Manager Industry: Broking Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate Locations: Mumbai We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Managers to join growing teams in the Broking Industry. Key Responsibilities: Execute equity transactions and manage client portfolios. -Drive cross-selling opportunities for various financial products. -Build and nurture strong client relationships, ensuring high levels of satisfaction and retention. -Analyze market trends a...
Posted 1 month ago
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