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1.0 - 5.0 years
3 - 7 Lacs
mangaluru
Work from Office
Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...
Posted 2 months ago
1.0 - 5.0 years
3 - 7 Lacs
shimoga
Work from Office
Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...
Posted 2 months ago
0.0 - 3.0 years
3 - 6 Lacs
mumbai, mumbai suburban, thane
Work from Office
Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti Road Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly an...
Posted 2 months ago
1.0 - 6.0 years
1 - 4 Lacs
parbhani, ahmednagar, amravati
Work from Office
Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ab...
Posted 2 months ago
1.0 - 2.0 years
2 - 3 Lacs
karimnagar, nalgonda, hyderabad
Work from Office
making outbound calls to promote products, services, or surveys, and handling inbound calls to assist customers, generate leads, and resolve issues . Key duties include maintaining call records, updating customer databases, and achieving sales targets. This role requires strong communication and persuasion skills, a customer-service-oriented attitude, and the ability to manage multiple tasks. Role & responsibilities Preferred candidate profile
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
vapi
Work from Office
Senior Relationship Manager- Vapi Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess g...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
rajkot
Work from Office
Senior Relationship Manager- Rajkot Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
junagadh
Work from Office
Senior Relationship Manager- Junagadh Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should posse...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
gandhidham
Work from Office
Senior Relationship Manager- Gandhidham Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should pos...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
nadiad
Work from Office
Senior Relationship Manager- Ahmedabad Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should poss...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
surendranagar
Work from Office
Senior Relationship Manager- Ahmedabad Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should poss...
Posted 2 months ago
2.0 - 7.0 years
5 - 8 Lacs
visakhapatnam
Work from Office
About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarch...
Posted 2 months ago
5.0 - 9.0 years
4 - 9 Lacs
ahmedabad
Work from Office
Senior Relationship Manager- Ahmedabad Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should poss...
Posted 2 months ago
3.0 - 8.0 years
5 - 10 Lacs
salem
Work from Office
Dear Candidate , we are hiring for the Role -Branch Manager -Mutual Funds & RM -HNI Client handling Profile Specifications: Direct HNI is a B2C role Direct Client facing role Pls check interest of candidates for direct client handling Complete fresher into MF cannot be considered Branch Manager Salem & Trichy Specifically looking from Mutual funds background . interested candidates please share your CV to Venkateswara.k@talent21.in
Posted 2 months ago
3.0 - 8.0 years
5 - 10 Lacs
tiruchirapalli
Work from Office
Dear Candidate , we are hiring for the Role -Branch Manager -Mutual Funds & RM -HNI Client handling Profile Specifications: Direct HNI is a B2C role Direct Client facing role Pls check interest of candidates for direct client handling Complete fresher into MF cannot be considered Branch Manager Salem & Trichy Specifically looking from Mutual funds background . interested candidates please share your CV to Venkateswara.k@talent21.in
Posted 2 months ago
0.0 - 3.0 years
0 - 2 Lacs
chennai
Remote
Marketing Software Products. Showing Demos/ Presentation of Products to Prospective Clients. Product Placement and Marketing. Building relationships with clients to generate business. Identifying new areas for marketing and business. Required Candidate profile Good communication and Negotiation Skills Knowledge of Stock Market will be added advantage Male candidates Only Interested candidates can contact on Aishwarya.K@spidersoftwareindia.com or 8655762846
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
dharwad, chennai, bengaluru
Work from Office
Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
Posted 2 months ago
3.0 - 8.0 years
4 - 9 Lacs
mumbai, chandigarh, bengaluru
Work from Office
1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets. Qualification- Any graduate with exp in broking sales Pls share CV at pratima.suyal@mastertrust.co.in or call m...
Posted 2 months ago
3.0 - 8.0 years
4 - 9 Lacs
indore, ahmedabad, jaipur
Work from Office
1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets. Qualification- Any graduate with exp in broking sales Pls share CV at pratima.suyal@mastertrust.co.in or call m...
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
mumbai, thane, navi mumbai
Work from Office
Graduate freshers 2025 Passouts with all results may apply Fluent English is a must Should be comfortable working in rotational day shifts (8 am - 5 pm,10 am - 7pm &11 am to 8 pm) Call now on 9773553319 Simran www.hyfly.in Required Candidate profile Salary 13500 to 22500 in hand (as per Exp in BPO industry - if handled BFSI customer service process will be an added advantage) Answer inbound calls and assist customer with their Queries/Request Perks and benefits Medical Allowance + Performance based Incentives
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
3.0 - 5.0 years
5 - 7 Lacs
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 More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...
Posted 2 months ago
5.0 - 6.0 years
5 - 7 Lacs
bengaluru
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 2 months ago
5.0 - 6.0 years
5 - 7 Lacs
hubli, mangaluru, chennai
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 2 months ago
4.0 - 5.0 years
5 - 7 Lacs
madurai, coimbatore, erode
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 2 months ago
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