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1.0 - 5.0 years
2 - 3 Lacs
varanasi, lucknow
Work from Office
Key Responsibilities 1. Equity Dealing & Order Execution Execute equity and derivative trades accurately within regulatory guidelines Ensure timely, error-free order placement through authorized trading platforms Track real-time market movements and update clients to support informed decisions 2. Client Relationship Management Build and manage strong relationships with retail and HNI clients Understand client investment objectives, risk appetite, and financial needs Address client queries related to portfolios, account statements, and trading strategies 3. Advisory Support Provide insights on equity markets, trading opportunities, and strategies Recommend suitable financial products and port...
Posted 1 week ago
5.0 - 9.0 years
7 - 10 Lacs
rajkot, surat, vadodara
Work from Office
An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 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 week ago
2.0 - 7.0 years
3 - 8 Lacs
hyderabad, chennai
Work from Office
Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. ANUSHA -9003875895 Call / WhatsApp. your resume Share updated resume:- anusha@avaniconsulting.com No charges...
Posted 1 week 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 1 week ago
5.0 - 10.0 years
8 - 15 Lacs
pune, vadodara, mumbai (all areas)
Work from Office
Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...
Posted 1 week ago
4.0 - 8.0 years
4 - 7 Lacs
chennai, coimbatore, erode
Work from Office
Job Description Position / Job Title Senior Relationship Manager- Equities Designation 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, servicing and retention. Average...
Posted 1 week ago
1.0 - 6.0 years
4 - 5 Lacs
kolkata
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...
Posted 1 week ago
2.0 - 7.0 years
7 - 9 Lacs
mumbai suburban, hyderabad, navi mumbai
Work from Office
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products,Portfolio allocations, reviews & financial check-ups, Ensuring 360 Required Candidate profile client engagement
Posted 1 week ago
0.0 - 4.0 years
3 - 6 Lacs
bengaluru
Remote
Role & Responsibilities Acquire new clients through field sales, referrals & leads Open DMAT & Trading accounts for clients Promote and sell Mutual Funds, Equity, IPOs & Insurance products Generate leads, follow up, and close sales targets Build and maintain strong client relationships Explain investment products and market opportunities to clients Ensure proper documentation & compliance as per company norms Achieve monthly revenue and acquisition targets Coordinate with internal teams for smooth onboarding Regular reporting of daily activities & performance Preferred Candidate Profile Any Graduate (Finance preferred but not mandatory) Freshers or candidates with 6 months 3 years experience...
Posted 1 week ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai
Work from Office
Job Overview We are looking for a knowledgeable and client-focused Equity/ CAD Advisor Franchisee Business to support and advise franchisee partners on equity investments and market opportunities. The role involves equity advisory, market research dissemination, relationship management, and revenue generation while ensuring full regulatory compliance. This position is ideal for professionals with a strong background in equity and derivatives markets and experience in the broking domain. Key Responsibilities Franchisee Partner Advisory: Provide advisory support to franchisee partners on equity investments, portfolio construction, asset allocation, and market opportunities aligned with client ...
Posted 1 week ago
5.0 - 10.0 years
7 - 10 Lacs
bilaspur
Work from Office
What you will Do? Develop and maintain strong relations with all the channel partners Build and implement strategies to achieve revenue and market share targets in the given geography Maximize resource productivity across segments Drive and execute training and development on products and regulations as well as soft skills for the employees and channel partners in order to enable them become more effective on the ground Conduct regular invertor-level meets (one-on-one or at group level) Ensure strong ground/branch level connectivity of the team by way of regular interaction and meets with employees in the geography Regularly communicate about products, markets and sales tools to all channel ...
Posted 1 week ago
9.0 - 14.0 years
6 - 16 Lacs
hyderabad, chennai, bengaluru
Work from Office
Role & responsibilities Upsell Mutual Fund products to Retail and HNI clients from the assigned database Generate new leads through client references Achieve assigned sales, AUM, and revenue targets Profile customers and recommend suitable investment solutions Provide investment planning and advisory services Act as a single point of contact for assigned clients Ensure high levels of customer service and relationship management Acquire, service, and retain HNI/UHNI clients Preferred candidate profile Experience in handling Retail/HNI clients Strong knowledge of Mutual Funds NISM Certification preferred Good communication and relationship management skills Target-driven and customer-focused a...
Posted 1 week ago
6.0 - 11.0 years
4 - 9 Lacs
hyderabad, chennai, bengaluru
Work from Office
Role & responsibilities Upsell Mutual Fund products to Retail and HNI clients from the assigned database Generate new leads through client references Achieve assigned sales, AUM, and revenue targets Profile customers and recommend suitable investment solutions Provide investment planning and advisory services Act as a single point of contact for assigned clients Ensure high levels of customer service and relationship management Acquire, service, and retain HNI/UHNI clients Preferred candidate profile Experience in handling Retail/HNI clients Strong knowledge of Mutual Funds NISM Certification preferred Good communication and relationship management skills Target-driven and customer-focused a...
Posted 1 week ago
3.0 - 8.0 years
5 - 12 Lacs
guwahati
Work from Office
Ready to fuel your career in the fast-paced world of stock trading? HDFC Securities, a powerhouse subsidiary of HDFC Bank, is hunting for dynamic Equity Dealers (Relationship Managers) in Guwahati. Why HDFC Securities? Live the Thrill! High-Energy Trading Floor : Execute lightning-fast deals on NSE/BSE, smash revenue targets via brokerage and third-party products think real-time market mastery! Client Rockstar Vibes : Hit the streets for client & HDFC Bank visits, reactivate dormant accounts, and deliver pro advice using cutting-edge research turn portfolios into profits! Northeast Adventure Base : Shillong's cool vibes meet big-city finance perfect for young pros blending work wins with wee...
Posted 1 week ago
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 week 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 1 week ago
2.0 - 7.0 years
2 - 6 Lacs
kolhapur, pune, mumbai (all areas)
Work from Office
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during th...
Posted 1 week ago
0.0 - 5.0 years
2 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent communication skills Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Sakshi - 7030023087 Perks and benefits High Salary Package !
Posted 1 week ago
5.0 - 10.0 years
8 - 10 Lacs
thrissur
Work from Office
Lead and mentor a high-performing branch team, drive mutual fund sales, implement client acquisition and retention strategies, ensure SEBI/RBI compliance, monitor branch performance, report insights, and enhance customer satisfaction.
Posted 1 week ago
0.0 - 5.0 years
3 - 6 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...
Posted 1 week ago
6.0 - 11.0 years
5 - 15 Lacs
pune, chennai, bengaluru
Work from Office
Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...
Posted 1 week ago
1.0 - 6.0 years
2 - 5 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 EXPERIENCE RANGE - 1-5 year of experience 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 exi...
Posted 1 week ago
1.0 - 6.0 years
3 - 4 Lacs
noida
Work from Office
Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications: 1-7 years work experience with Mutual Funds and PMS Compensation offered: 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Performance bonus Sales incentives Accidental insurance Health insurance
Posted 1 week ago
0.0 - 1.0 years
2 - 3 Lacs
anand
Work from Office
Responsible for carrying out Client services & grievances handling related to pre and post sales queries such as units allotment, updating of NAV’s, change/correction/updating of details of Client in the database. Preparation and Maintenance of MIS Required Candidate profile Fresh Graduate Pased in 2025 Exp in Sales Support & MIS Working knowledge of Microsoft Office (Excel, Word, and Power Point) NISM VA certified
Posted 1 week ago
0.0 years
2 - 3 Lacs
anand
Work from Office
Responsible for carrying out Client services & grievances handling related to pre and post sales queries such as units allotment, updating of NAV’s, change/correction/updating of details of Client in the database. Preparation and Maintenance of MIS Required Candidate profile BCom, BMS, BFM Exp in Sales Support & MIS Working knowledge of Microsoft Office (Excel, Word, and Power Point) NISM VA certified
Posted 1 week ago
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