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10.0 - 15.0 years
5 - 9 Lacs
Mumbai
Work from Office
We re Hiring: Team Leader Retail Sales | Mumbai Location: Mumbai Department: Sales-Retail Reporting to: Zonal Head Sales, Mumbai Experience Required: 10+ years Education: MBA or equivalent Certification: NISM VA certified (or ability to complete before joining) About the Role We re looking for a dynamic and experienced sales professional to join our team. This role is key to building and nurturing distributor relationships, driving mutual fund sales through banks and national distributors, and executing our sales strategy with excellence. If you re someone who thrives in a high-impact, relationship-driven environment and understands the mutual fund industry deeply, we d love to meet you. Key...
Posted 3 months ago
3.0 - 8.0 years
5 - 11 Lacs
Hyderabad
Work from Office
Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned terr...
Posted 3 months ago
5.0 - 10.0 years
6 - 12 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Role & responsibilities To up sell AMC 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. Preferred candidate profile Any Graduate with 5 to 10...
Posted 3 months ago
1.0 - 3.0 years
2 - 4 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Hubli, 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 3 months ago
1.0 - 5.0 years
2 - 5 Lacs
Hubli, Krishnagiri, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 3 months ago
0.0 - 2.0 years
2 - 3 Lacs
Pune
Work from Office
Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understandin...
Posted 3 months ago
0.0 - 5.0 years
1 - 2 Lacs
Chennai
Work from Office
Responsibilities: * Meet sales targets through effective field selling techniques * Generate leads, close deals, manage customer relationships * Collaborate with marketing team on campaigns & promotions Performance bonus Travel allowance Food allowance Health insurance Annual bonus
Posted 3 months ago
3.0 - 8.0 years
5 - 6 Lacs
Rajahmundry, Visakhapatnam, Guntur
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 3 months ago
1.0 - 6.0 years
3 - 8 Lacs
Mumbai
Work from Office
Department Dealing No. of Openings 2 Age 22+ Qualifications Graduate Experience in Years Min - 1yr Job Responsibilities Execute equity/derivative trades on BOLT, NEAT & ODIN with precision Support business associates via trade reports and data insights Liaise with departments for prompt query resolutions Educate clients on in-house research and product offerings Activate and engage dormant retail & HNI trading accounts Candidate Profile NISM Series VIII Equity Derivatives Certification mandatory Strong command in English, Hindi, Gujarati and Marathi Proactive with a keen eye on market developments Strong listening skills and responsive attitude Able to maintain cordial relationships with int...
Posted 3 months ago
2.0 - 5.0 years
3 - 5 Lacs
New Delhi, Lucknow, Jaipur
Work from Office
Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in
Posted 3 months ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Gurugram, 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: 9082104424 Sanika 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 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Lucknow, Jaipur, Delhi / NCR
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 LPA, monthly incentive
Posted 3 months ago
5.0 - 10.0 years
8 - 15 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Rajkot, Ahmedabad, Surat, Vadodara Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 months ago
5.0 - 10.0 years
8 - 15 Lacs
Nashik, Pune, Aurangabad
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Pune, Nashik, Aurangabad Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 months ago
5.0 - 10.0 years
8 - 15 Lacs
Hubli, Mangaluru, Bengaluru
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Bangalore, Hubli, Mangalore Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 months ago
8.0 - 12.0 years
8 - 15 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Chennai, Hyderabad, Bangalore, Kochin Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Kolhapur, Nagpur, Nashik
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Navi Mumbai, Pune, Rajkot
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Ahmedabad, Surat, Mumbai (All Areas)
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 months ago
2.0 - 7.0 years
1 - 4 Lacs
Kolkata, Ahmedabad, Jaipur
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Kolkata, Ahmedabad & Jaipur locations Role: Dealer - Trading Experience: 2 - 6 Years Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investment based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowled...
Posted 3 months ago
1.0 - 5.0 years
3 - 8 Lacs
Bengaluru
Work from Office
Job Overview: We are looking for a highly analytical and skilled Research Analyst with strong expertise in options and equities trading . The ideal candidate should have a deep understanding of market trends, technical and fundamental analysis, and the ability to provide accurate and profitable trade recommendations . Key Responsibilities: Conduct in-depth market research on equities, derivatives, and macroeconomic trends. Analyze options chains, open interest, volatility, and pricing models to identify profitable trade opportunities. Provide well-researched buy/sell/hold trade recommendations with proper risk management strategies. Monitor real-time market movements and generate timely aler...
Posted 3 months ago
2.0 - 7.0 years
6 - 14 Lacs
Gurugram, Delhi / NCR
Work from Office
* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling 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 reven...
Posted 3 months ago
1.0 - 4.0 years
1 - 3 Lacs
Mumbai, Thane
Work from Office
No Sales Target Job Description: Required Candidate profile Experience in executing equity and F&O trades Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Manage and execute equity & derivative trades on behalf of clients Tracking Clients Positions, Portfolio actively Develop and maintain relationships with clients, understanding their investment needs Service support to clients Back Office Management Education: NISM Series 8 certification Bachelor's Degree Experience: 2+ years of Exp in Broking Industry
Posted 3 months ago
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