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1.0 - 5.0 years
2 - 5 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn How to Apply:- To schedule your interview kindly share your resume/ call at HR Ashwini: 9822643371
Posted 1 week ago
1.0 - 6.0 years
2 - 7 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Responsible for generating brokerage primarily through Currency & Commodity Trading Should have basic knowledge about Commodity & Currency Segment. Develop and maintain a long-term relationship with customers to generate brokerage Required to be constantly updated with the domestic markets. Responsible for achieving targets set by the organization from time to time.
Posted 1 week ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target
Posted 1 week ago
10.0 - 15.0 years
10 - 18 Lacs
Hyderabad, Bengaluru
Work from Office
Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)
Posted 1 week ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Kalyan/ Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Bank Process-Inbound Voice Des-Phone Banking Officer Voice Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 28000 Work Location-Thane/Mumbai/Vashi/Ghansoli/Belapur/Airoli/Nahur Call-9082104424 Sanika 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 week 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 1 week ago
1.0 - 6.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred
Posted 2 weeks ago
2.0 - 7.0 years
4 - 5 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication
Posted 2 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Job Title: Sr. Stock Market Faculty Job Location - DELHI, NOIDA Job Type: Full-Time Department: Financial Education / Training & Development Reports To: Head of Academics / Training Manager Job Summary: We are seeking a passionate and knowledgeable Stock Market Faculty to deliver high-quality training in equity markets, trading strategies, technical and fundamental analysis, derivatives, and portfolio management. The ideal candidate should have both theoretical knowledge and practical experience in the financial markets. Key Responsibilities: Design and deliver engaging training sessions on stock market fundamentals, technical & fundamental analysis, derivatives, trading strategies, and related topics. Prepare course content, study materials, presentations, assignments, and exams. Keep students updated with current trends, real-time data, and case studies from the stock market. Provide mentorship and guidance to students preparing for exams like NISM, NCFM, CFA, or similar certifications. Conduct webinars, workshops, and mock trading sessions using live market platforms (e.g., NSE/BSE terminals, TradingView, etc.). Stay updated with industry trends, regulatory changes, and trading technologies. Collaborate with other faculty and departments to develop cross-functional financial program Requirements: Bachelors or Masters degree in Finance, Economics, Commerce, or related field. Certifications like NISM, NCFM, equivalent (preferred). 2+ years of experience in stock market trading or teaching stock market courses. Strong understanding of equity, derivatives, mutual funds, and other financial instruments. Excellent communication, presentation, and classroom management skills. Familiarity with trading platforms and market analysis tools (e.g., MetaTrader, TradingView, Zerodha, etc.). Preferred Skills: Passion for teaching and mentoring. Ability to simplify complex financial concepts. Real-world trading or investment experience. Proficiency in MS Office, Excel, and financial modeling. Remuneration: [As per industry standards / Negotiable based on experience and qualifications] Candidates Can Call for Interview Lineup - 9871090777, 9871060777, Share your Resume - info@dipeinstitute.com
Posted 2 weeks ago
1.0 - 3.0 years
5 - 6 Lacs
Thane
Work from Office
Gender: Female candidates only •Provide excellent support and resolve customer queries effectively. •Assist in lead generation activities (minimal calling, no sales targets).
Posted 2 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
Chennai
Work from Office
Dear All, Greetings from AnandRathi !! We are currently hiring for Equity advisor @ Chennai Job Description As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework. New A/C opening and manage portfolio. Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must. Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
Mumbai
Work from Office
* Should be well versed with KYC documentation, tech savvy, speaks good English. * Should have basic knowledge of Mutual Fund & Insurance & other financial products. * Manage client relationships via phone, email, and in-person meetings.
Posted 2 weeks ago
2.0 - 7.0 years
3 - 5 Lacs
Navi Mumbai, Goregaon
Work from Office
Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile Candidate should have 1 Year in broking industries Candidate with Client Base.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
New Delhi, Jaipur, Jodhpur
Work from Office
Dear Candidates, We are particularly looking forward for candidates with experience in Broking Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds). Designation: Equity Dealer. Location : Delhi/ Jodhpur / Jaipur & Gorakhpur. Qualification : Minimum Graduation. Certification : NISM Series VIII. Age : Max 40 Years. Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to Priyanka.R@sbicapsec.com. Thanks & Regards, Team HR
Posted 2 weeks ago
5.0 - 10.0 years
10 - 15 Lacs
Ahmedabad, Surat, Vadodara
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 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 Mutual Fund Career growth
Posted 2 weeks ago
7.0 - 12.0 years
10 - 15 Lacs
Chandigarh
Work from Office
Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified
Posted 2 weeks ago
5.0 - 10.0 years
10 - 12 Lacs
Kolkata
Work from Office
Designation - Relationship Manager - Exchange Traded Funds(ETF) Location - Kolkata Ctc - 10 - 12 Lacs Exp.Required : Minimum 1 year Selling Experience in ETF Product Candidate from AMC, Broking & Securities Candidate must be NISM certified,
Posted 2 weeks ago
4.0 - 8.0 years
8 - 12 Lacs
Mangaluru, Kozhikode, Bengaluru
Work from Office
Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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 can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Delhi NCR/NOIDA/GURGAON CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Preferred candidate profile A. Graduation / MBA in any stream with 1- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory Interested candidate can mail sudhir.singh @sbicapsec.com . Sudhir Singh- HR SBI Capital Securities
Posted 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Kalyan/ Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Bank Process-Inbound Voice Des-Phone Banking Officer Voice Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 28000 Work Location-Thane/Mumbai/Vashi/Ghansoli/Belapur/Airoli/Nahur Call-9082104424 Sanika 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 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target
Posted 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Pune, Mumbai (All Areas)
Work from Office
Hiring Phone Banking officer Graduate Fresher welcome Salary -17500 per month Process-Inbound Candidate with BPO Exp/Banking RM can also apply Can apply branch banking after 2 yrs all banking facilities Call 9137797705 Hrutika www.hyfly.in Required Candidate profile Graduate Fresher with good com skills Prior exp in Customer service would be added advantage Need to solve bank customer issues over phone no field job www.hyfly.in
Posted 2 weeks 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-8080126356 Ekta 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 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products
Posted 2 weeks ago
2.0 - 7.0 years
6 - 7 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory
Posted 2 weeks ago
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