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7.0 - 9.0 years
0 Lacs
delhi, 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 2 months ago
1.0 - 3.0 years
3 - 4 Lacs
noida
Work from Office
1. Back-office activities like purchase, redemption etc for clients 2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. 3. Analyze past returns, brokerage, expense ratios in Mutual fund schemes Required Candidate profile NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication, Client support & services.
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Customer support executive graduate Freshers and undergraduate with 6 months of Exp 5 days working 2 rotational weeks off rotational shift salary - 35K In hand 1 way cab facility Immediate joiners are required HR Kanchan 9691001643 Required Candidate profile Verbal or written excellent communication is required immediate joiners
Posted 2 months ago
0.0 - 5.0 years
3 - 3 Lacs
thane, 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 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Kiran 8080126356 Shilpa 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 2 months ago
0.0 - 5.0 years
3 - 4 Lacs
thane, dombivli, mumbai (all areas)
Work from Office
Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 8080126356 Ekta www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests
Posted 2 months ago
0.0 - 5.0 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 2 months ago
0.0 - 2.0 years
0 - 2 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Shift Timings - Fixed Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role o...
Posted 2 months ago
0.0 - 5.0 years
2 - 5 Lacs
mumbai, mumbai suburban
Work from Office
Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA Immediate joiners. HR Yojita 9713451996 Required Candidate profile Excellent communication graduate is mandate NISM or BFSI experience is mandatory
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 months ago
6.0 - 10.0 years
8 - 13 Lacs
mumbai
Work from Office
The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Build and maintain strong relationships with mapped MFDs, Banks NDs to drive business growth. Drive sales initiatives and conduct events for MFDs and their clients. Provide Operational support and resolve back-office issues, queries. Update sellers on product strategy and market conditions, conduct product trainings keep track on performance matrix/sales MIS. Work closely with mapped channels increase sales efficiency productivity. Significan...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
ludhiana, chandigarh, jammu
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 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 o 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 Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
udaipur, jaipur, bhilwara
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 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 o 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 Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
prayagraj, kanpur, lucknow
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 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 o 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 Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
noida, new delhi, gurugram
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 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 o 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 Meetin...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
mumbai
Work from Office
Job description Designation: Equity Dealer Location : Mumbai Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Rev...
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 45000 HR Himanshu 6232535322 Required Candidate profile Excellent Communication is required
Posted 2 months ago
1.0 - 5.0 years
4 - 6 Lacs
kota, jaipur, jodhpur
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance
Posted 2 months ago
1.0 - 5.0 years
4 - 6 Lacs
mehsana, new delhi, pune
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 2 months ago
3.0 - 6.0 years
4 - 5 Lacs
mumbai suburban, mumbai (all areas)
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 2 months ago
4.0 - 8.0 years
7 - 10 Lacs
mumbai, mumbai suburban
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 collectio...
Posted 2 months ago
4.0 - 9.0 years
4 - 8 Lacs
surat
Work from Office
Lead and manage a team of Equity Advisors to achieve Branch Target in Terms of Revenue Productivity etc. Note: We need candidates with broking industry experience to manage our dealer team. Required Candidate profile Interested can directly connect on 9913274989 or share cv on shweta.rajput@tradebulls.in
Posted 2 months ago
0.0 - 5.0 years
3 - 3 Lacs
kharagpur
Work from Office
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 : Kharagpur. Salary CTC up to Rs 3.5LPA + Perfo...
Posted 2 months ago
6.0 - 8.0 years
10 - 15 Lacs
ahmedabad, surat
Work from Office
Role - Area Head - Signature Banking Exp - 5 - 6 HNW CLENT Handling & Acquisition Location - Ahmedabad NISM/AMFI Certified Role - Area Head - Premium Current Exp - 5 + yrs in CA Acquisition , Business Banking Trade Forex, Assets Surat/Ahmedabad
Posted 2 months ago
2.0 - 6.0 years
4 - 8 Lacs
jalandhar
Work from Office
Exciting Career Opportunity at Zuari Finserv Limited ! We are conducting Walk-In Interviews for the role of Relationship Managers (Broking & Financial Product Distribution) at our Jalandhar Branch . 1st Sept 2025 (Mon) | 2:00 PM 7:00 PM 2nd Sept 2025 (Tue) | 10:00 AM – 2:00 PM Zuari Finserv Limited, 1st Floor, Nirmal Tower, Police Line Road, Jalandhar (144001), Punjab If you are passionate about financial markets and building strong client relationships , we would love to meet you!
Posted 2 months ago
0.0 - 5.0 years
3 - 3 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Handled inbound calls to resolve mutual fund queries and assist with KYC, login issues, and documentation Cross-sell and up-sell mutual fund products and SIP plans to boost revenue Educated clients on new funds and investment benefits Required Candidate profile Location: Belapur Shift: General | 5-Day Work Week Requirement: Graduate Mandatory, Good Communication Skills Eligibility: Graduate Freshers Welcome Salary: 3 LPA Joining: Immediate
Posted 2 months ago
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