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2.0 - 7.0 years
3 - 8 Lacs
jaipur
Work from Office
Job description: Terminal handling Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x Responsible for generating revenue from Third party product. 0.5x 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
2.0 - 7.0 years
5 - 9 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 NISM 8 Certification is mandatory.
Posted 1 month ago
2.0 - 7.0 years
5 - 9 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 NISM 8 Certification is mandatory.
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
jaipur
Work from Office
Roles and Responsibilities: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. 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
goregaon
Work from Office
Location- Mumbai(Goregaon) Designation Relationship Manager Qualification- Graduation Salary- upto 4.5 LPA Job Description: To identify and acquire the customers Maintaining the relationship with the customers. Retention of customers To cross-sell the investment party products To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company proc...
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
vadodara
Work from Office
Urgent opening in Vadodra, for position of - Mutual fund advisor - equity dealer - Back office & - Branch Manager Mutual fund advisor and equity dealer Back office with sales, BM CTC- 2.5 lakhs to 4.5 lakhs annually for experienced NISM optional Required Candidate profile Work from office, contact 9811985863 or qrn.placement@gmail.com. Note: No Freshers For Branch manager min 5 year exp is required For Dealer and Mutual fund advisor min 1 year exp
Posted 1 month ago
5.0 - 10.0 years
5 - 14 Lacs
hyderabad, bangalore rural, bengaluru
Work from Office
About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas) Conduct client meetings and provide research-based advisory support Maintain strong client relationships and ensure client upgrades where applicable Adhere to all processes and compliance guidelines related to advisory delivery Share client feedback and market...
Posted 1 month ago
0.0 - 5.0 years
3 - 4 Lacs
navi mumbai, kalyan/ dombivli, mumbai (all areas)
Work from Office
Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-9137797705 Hrutika Email-hyflyhr9@gmail.com 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 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
jaipur
Work from Office
Advising 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. • Cross selling of other products like Mutual fund, 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, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Posted 1 month ago
4.0 - 9.0 years
8 - 12 Lacs
hyderabad
Work from Office
Responsibilities Direct Responsibilities • Responsible for gathering assets for investment productssuch as mutual funds, PMS Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. • Create an incremental SIP Book
Posted 1 month ago
2.0 - 6.0 years
3 - 4 Lacs
chennai
Work from Office
Job Summary: We are seeking a motivated and detail-oriented Share Market Dealer (Equity Dealer) Support to assist clients with equity, derivatives, and commodity trading. The ideal candidate should have sound knowledge of financial markets, good communication skills, and a strong sense of client servicing. This is a client-facing role that ensures smooth order placement, trade execution, and issue resolution in a timely manner. Key Responsibilities: 1. Assist clients in placing buy/sell orders across equity, F&O, and commodity segments. 2.Monitor client positions and margins; alert clients regarding MTM losses or shortfall in margins. 3.Provide market updates, quotes, and product information...
Posted 1 month ago
3.0 - 7.0 years
4 - 6 Lacs
guwahati, kolkata, siliguri
Work from Office
1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management
Posted 1 month ago
3.0 - 7.0 years
4 - 6 Lacs
bhubaneswar, cuttack, patna
Work from Office
1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management
Posted 1 month ago
1.0 - 4.0 years
0 - 0 Lacs
hyderabad
On-site
Key Responsibilities: * Acquire new clients and grow AUM (Assets Under Management) * Increase SIP book from new and existing clients * Build and maintain strong client relationships * Achieve assigned business targets with a focus on customer satisfaction Desired Profile: * Graduate / Postgraduate in any stream (Finance preferred) * Minimum 1 year of experience in capital markets or investment sales * NISM Series-V(A) Mutual Fund Distributor Certification is required * Excellent communication, client relationship, and target-driven approach Location: Hyderabad Experience: 1+ years CTC: Best in industry
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
gurugram, delhi / ncr, mumbai (all areas)
Work from Office
Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill
Posted 1 month ago
2.0 - 7.0 years
2 - 5 Lacs
gurugram, delhi / ncr, mumbai (all areas)
Work from Office
*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
navi mumbai, pune, mumbai (all areas)
Work from Office
Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
gurugram, delhi / ncr, mumbai (all areas)
Work from Office
Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill
Posted 1 month ago
2.0 - 7.0 years
1 - 4 Lacs
thane, goregaon
Work from Office
Location- Mumbai(Thane and Goregaon) Designation Relationship Manager Qualification Graduates Salary- upto 4.5 LPA Job Description: To identify and acquire the customers Maintaining the relationship with the customers. Retention of customers To cross-sell the investment party products To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the comp...
Posted 1 month ago
2.0 - 5.0 years
4 - 5 Lacs
pune
Work from Office
RM Dealers We have one day Walkin Drive @ Aundh location Date 12/11/2025 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. Activatin...
Posted 1 month ago
5.0 - 10.0 years
0 - 2 Lacs
noida, chennai, bengaluru
Work from Office
Job Title: Sr. Relationship Manager - Wealth Management Location: Noida, Chennai, Bengaluru Department: Wealth Management Experience: 5-10 years Role Overview: As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions acco...
Posted 1 month ago
3.0 - 6.0 years
3 - 7 Lacs
nagpur, pune, mumbai (all areas)
Work from Office
Department - Broking Channel Designation: Branch Sales - RM Grade: E1 Years of Exp: 3 to 6 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 3+ yrs exp in direct selling of financial ...
Posted 1 month ago
1.0 - 2.0 years
3 - 3 Lacs
noida
Work from Office
Job Title: Dealer / Trader (Fresher) Location: sector 62, Noida Company: JSR Fintech Pvt Ltd CTC Offered: 3 LPA- 3.5LPA Probation Period: 3 Months Role Overview We are seeking a motivated and enthusiastic fresher for the role of Dealer / Trader. The ideal candidate should have a basic understanding of the stock market, a keen interest in trading, and strong communication skills. This role offers an excellent opportunity to kickstart a career in equity and derivatives dealing with hands-on market exposure. Key Responsibilities Execute client orders for equities, derivatives, and currency markets with speed and accuracy. Monitor client portfolios and trading activities, ensuring compliance wit...
Posted 1 month ago
2.0 - 5.0 years
4 Lacs
siliguri
Work from Office
Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off
Posted 1 month ago
0.0 - 3.0 years
4 - 6 Lacs
visakhapatnam
Work from Office
Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.
Posted 1 month ago
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