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0.0 - 1.0 years
1 - 3 Lacs
Ahmedabad
Work from Office
Requirements A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention Roles & Responsibilities I dentify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clients, ...
Posted 3 months ago
8.0 - 13.0 years
8 - 13 Lacs
Noida, New Delhi, Gurugram
Work from Office
Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Sturcture product Mutual funds, PMS , SIPs, AIF & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Manage HNi Clients ticket size 50 Lac and above Candidate having good relationship with HNI Clients. Min 30 Cr Equity AUM Managing Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking wealth product Interested Candidate...
Posted 3 months ago
6.0 - 11.0 years
6 - 12 Lacs
Bengaluru, Mumbai (All Areas)
Work from Office
Greetings from Avani consulting we are hiring for leading broking firm Role & 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 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. To acquire new clients a...
Posted 3 months ago
1.0 - 6.0 years
3 - 5 Lacs
Agra
Work from Office
Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Agra Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, O...
Posted 3 months ago
2.0 - 7.0 years
3 - 8 Lacs
Chennai
Work from Office
Aditya Birla Money is Hiring !! Location - Chennai CTC - 3Lakhs to 7 Lakhs (Additional Incentives) No Of Opening - 10 Role - Equity Advisory Cum RM Experience : Must have relevant experience in equity dealing and client relationship management Client Base : Should have an existing client base or should be willing and capable of selling third-party products Qualification : Undergraduate candidates can be considered Certification : NISM Series VIII (Equity Derivatives) certification is mandatory Interested candidates can come for interview on Friday - Meet Padmanabhan
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Mumbai Suburban
Work from Office
Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required
Posted 3 months ago
2.0 - 7.0 years
1 - 4 Lacs
Jaipur, Jaisalmer, Jodhpur
Work from Office
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 Investments, 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 knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. Any Graduate Full Time Int...
Posted 3 months ago
3.0 - 6.0 years
4 - 8 Lacs
Kolhapur, Aurangabad
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 3 months ago
5.0 - 10.0 years
6 - 16 Lacs
Kolkata, Jaipur, Bengaluru
Work from Office
You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.
Posted 3 months ago
10.0 - 20.0 years
15 - 30 Lacs
Kolkata, Ahmedabad, Bengaluru
Work from Office
You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.
Posted 3 months ago
1.0 - 6.0 years
3 - 5 Lacs
Bengaluru
Work from Office
Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith...
Posted 3 months ago
0.0 - 5.0 years
1 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Process:- Customer Relationship Executive Motilal Oswal (Mutual Fund Sales) Qualification: Graduation mandatory Salary: 17,000 In-Hand | 21,000 CTC + Attractive Incentives Skills: Excellent Communication in English Benefits: Rotational Weekoff Experience: Sales experience required Freshers can apply Week Off: Sunday Fixed Shift: 9:30 AM to 6:30 PM Perks: Centralized pickup/drop Manage customer relationships and promote mutual fund products. Freshers with good communication skills can apply. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Nisha:- 9763458943
Posted 3 months ago
2.0 - 7.0 years
3 - 8 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity...
Posted 3 months ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job description - 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 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory
Posted 3 months ago
1.0 - 5.0 years
2 - 5 Lacs
Navi Mumbai
Work from Office
Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certificati...
Posted 3 months ago
0.0 - 5.0 years
2 - 6 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Assist Compliance Officer in compliance duties for regulations & rules issued by SEBI Monitor the resolution of client grievances for all projects Support the Compliance Officer in monitoring the compliance of Operations Provide regular reports Required Candidate profile Understanding of compliance regulations Compliance-related duties for regulations and rules issued by SEBI under KRA Regulation, UIDAI, CCA, GSTN, or the Central Government. Contact-Ankit-8104808547
Posted 3 months ago
0.0 - 3.0 years
2 - 5 Lacs
Ludhiana
Work from Office
Deep Knowledge of Depository Operations. Sharp Knowledge of Local DPM, e-DPM, DMS and i-Assist and CDAS system. Document knowledge: Demat, Remat, MF redemption, Account opening (Individual and Non-Individual) DIS Execution, Scan process. Account Closure, Transmission, Closure-Cum-Transfer. DIS issuance. Graduation must. NISM VI must.
Posted 3 months ago
1.0 - 3.0 years
3 - 5 Lacs
Panaji, Davangere, Bengaluru
Work from Office
Role & responsibilities Acquire new clients through leads, referrals, cold calling, and networking. Provide investment advice based on client risk profiles and financial goals Execute trades in equity, derivatives, mutual funds, and other financial instruments Achieve business targets related to client acquisition, revenue, and product cross-selling Update clients with daily market insights, investment ideas, and research recommendations Build and maintain strong client relationships and offer excellent customer service Maintain and update records of trades and client interactions Communicate real-time market updates to clients and advise them on trade decisions Execute buy/sell orders for e...
Posted 3 months ago
3.0 - 7.0 years
4 - 6 Lacs
Visakhapatnam, Hyderabad
Work from Office
Role/Profile Privilege Dealer Job Title/ Designation Assistant Manager/ Deputy Manager/ Manager Company Profile https://anandrathi.com/ CTC range Up to Rs.6lacs Location Hyderabad,Visakhapatnam SUMMARY: - The Privilege Dealer help clients execute their buy or sell orders. PRIMARY JOB 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 cl...
Posted 3 months ago
8.0 - 13.0 years
7 - 17 Lacs
Kolkata
Work from Office
Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...
Posted 3 months ago
0.0 - 5.0 years
2 - 5 Lacs
Navi Mumbai
Work from Office
Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required
Posted 3 months ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Bengaluru, Delhi / NCR
Work from Office
Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open
Posted 3 months ago
1.0 - 6.0 years
0 - 0 Lacs
mumbai city
On-site
Role: Investment Advisor & Cross Sales Location: Airoli Languages Required: English and Hindi Shift: 5 Days Working Eligibility Criteria: Graduation mandatory. NISM XA/ NISM XB / NISM VA / NISM VB Certification required Preferred background in BFSI Sales (Banking, Financial Services, and Insurance) Experience in BPO or financial services. English proficiency : V5 For candidates with NISM VA/VB certification: Freshers: 2,70,000 LPA - 20,714 Inhand 6 to 12 months experience: 3,20,000 LPA- 24,577 Inhand 12 to 24 months experience: 3,70,000 LPA - 28,440 Inhand 24 months+ experience 4,20,000 LPA- 32,302 Inhand NISM XA/XB certification Salary Freshers: 3,75,000 CTC - 28,826 Inhand 6 to 12 months e...
Posted 3 months ago
3.0 - 5.0 years
3 - 5 Lacs
Kolhapur, Panaji
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 3 months ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Sanika-9082104424 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.
Posted 3 months ago
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