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4.0 - 9.0 years
6 - 11 Lacs
ludhiana
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
chennai
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
lucknow
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
noida
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2.Provide expert financial advice to clients on equity investment strategies Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in
Posted 2 months ago
1.0 - 4.0 years
2 - 6 Lacs
gurugram, chennai
Work from Office
We are hiring! Business Function : Investment Banking Job Location : Gurugram & Chennai Face to face Interview 5 days working Full Night shifts job- Night shift (US shift) Work from Office Must have: Experience in Trade Ops, Custody Ops Role and responsibilities: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data (Accounting) and External data (Custodian/Banks) across all asset classes offered by the Bank primarily being Equities, Bonds, Mutual Funds and Derivatives RESPONSIBILITY: 1. Ensuring quality and time efficient production of recons across all asset classes 2. Ensure all process tasks are completed 3. Setup wire transfers for cash fundin...
Posted 2 months ago
5.0 - 10.0 years
15 - 18 Lacs
gurugram
Work from Office
CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relat...
Posted 2 months ago
1.0 - 3.0 years
2 - 3 Lacs
navi mumbai
Work from Office
Hiring: Online Dealing Desk Executive Navi Mumbai (Turbhe) | 2–3.5 LPA | Day Shift | Sat (Alt) & Sun Off | Exp: Min 6 months Role: E-Margin activation, revenue calls, cross-sell, new a/c activation & reactivation Required Candidate profile Graduates with exp in Online Dealing desk NISM certified can apply Resident of Navi Mumbai
Posted 2 months ago
2.0 - 5.0 years
3 - 5 Lacs
gurugram
Work from Office
About the Role: We are looking for a proactive and detail-oriented Operations Executive Investment Support with hands-on experience in mutual fund back-office operations . This is a critical role within our operations team, where you'll be responsible for ensuring smooth execution of client transactions, documentation, compliance, and coordination with internal and external stakeholders. Key Responsibilities: Handle end-to-end client onboarding including KYC verification, FATCA compliance, and documentation across mutual fund platforms. Execute and monitor Mutual Fund/SIP/Insurance transactions based on client instructions with accuracy and timeliness. Coordinate with clients and Relationshi...
Posted 2 months ago
3.0 - 5.0 years
0 - 0 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM...
Posted 2 months ago
4.0 - 7.0 years
8 - 10 Lacs
pune
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
0.0 - 5.0 years
1 - 3 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Minimize fraud exposure and financial loss by identifying and acting on suspicious transactions via outbound customer calls Handle alerts and cases in accordance with the bank’s guidelines Escalate any emerging fraud trends or anomalies immediately Required Candidate profile Location: Turbhe, Navi Mumbai Payroll: No 1 Finance Open Positions: 10 Shift Timings: 7:00 AM to 10:00 PM (9 hours per shift) Salary Range: 23,000 Gross Call 9773553319 Simran www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 2 months ago
2.0 - 7.0 years
4 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Position: Team Leader Process: Outbound Collections-Voice (Banking Domain) Exp: Minimum 1 years as a Team Leader in a banking collections voice process Salary: 4.5 LPA Job Location: Mira Road/Mahape /Nerul/Belapur On Payroll with Bank Required Candidate profile Motivate the team to achieve their targets Manage and lead a team of 20 agents Maintain attrition and shrinkage rate of the team Excellent English communication Graduation mandatory
Posted 2 months ago
2.0 - 5.0 years
1 - 4 Lacs
navi mumbai
Work from Office
Roles and Responsibilities Demonstrated ability to deliver excellent customer service and resolve issues with good judgment and effectively handle customer complaints and escalations. Excellent analytical abilities for troubleshooting complex issues and providing accurate, effective solutions. Skilled at coordinating with cross-functional teams and proficient in taking proactive follow-ups to ensure timely and complete resolution for customers. Comfortable and capable of simultaneously managing calls, emails, and chats in a dynamic, inbound customer support environment. Strong communication skills, both verbal and written, with a friendly, professional tone and empathetic tone. Ability to qu...
Posted 2 months ago
3.0 - 5.0 years
2 - 3 Lacs
hyderabad
Work from Office
Portfolio Management and Trading Activity. Keeping updates regarding market and trade confirmation. Maintain trading records and reports. Coordinate with the back office for settlements and compliance.
Posted 2 months ago
0.0 - 5.0 years
3 - 6 Lacs
mumbai, mumbai suburban, navi mumbai
Hybrid
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 2 months ago
1.0 - 5.0 years
2 - 3 Lacs
kochi
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 NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-5 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenue...
Posted 2 months ago
1.0 - 3.0 years
0 - 2 Lacs
mumbai
Work from Office
Job Description Designation: Trading & Branch Operations Executive Location: Share India Securities Ltd. Kandivali West, Mumbai 400067 Job Profile: We are looking for an MBA graduate (fresher or experienced) with strong stock market knowledge for the role of Trading & Branch Operations Executive. The selected candidate will be responsible for: • Executing trades on behalf of the Director in equity and derivatives • Monitoring stock markets and preparing basic reports • Managing daily operations of the branch including coordination and administration • Ensuring smooth functioning of trading and support activities Requirements: • MBA (any specialization Finance preferred) • Strong knowledge of...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.pragati@gmail.com if ...
Posted 2 months ago
4.0 - 9.0 years
7 - 12 Lacs
hyderabad
Work from Office
Role & responsibilities Direct Responsibilities 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. • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Graduate in any stream with basic knowled...
Posted 2 months ago
0.0 - 5.0 years
3 - 4 Lacs
thane, navi mumbai, dombivli
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 9137797705 Isha 8169642494 Kavya Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.
Posted 2 months ago
0.0 - 5.0 years
3 - 4 Lacs
thane, dombivli, mumbai (all areas)
Work from Office
Role: Phone Banking Officer / CCE Process: Inbound Voice Location: Thane/Noida Key Responsibilities: Handle inbound customer calls (accounts, cards, loans, net banking,) Provide first-call resolution & excellent service May involve cross-selling Required Candidate profile Graduate Freshers welcome | BPO/Banking exp. a plus Good spoken English Basic computer skills Customer-first attitude, patience, problem-solving Age limit-30 yrs Call 9022157571 Khyati www.hyfly.in
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
guwahati
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
1.0 - 6.0 years
0 - 0 Lacs
noida, delhi, meerut
On-site
Greetings from "APEX SERVICES" Role- Equity Advisor CTC- Upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE /BSE terminals. 2) Drive higher trading volumes and ensure frequent client activity. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5) NISM-8 Certificate is mandatory. 7) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You should be well-versed in technical tools and indicators, with experience in handling various technical software. You will be responsible for generating reports across different segments such as Equity, Commodity, and Currency based on technical analysis. It will be your duty to continuously monitor major index commodity and currency movements and provide recommendations for all time frames, including intraday, delivery, and F&O. You will also be required to attend morning calls and address client queries from BM, RM, and business partners. Additionally, tracking the performance of recommendations regularly is part of your responsibilities. The preferred qualifications for this role inclu...
Posted 2 months ago
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