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0.0 - 3.0 years
1 - 4 Lacs
thane
Work from Office
Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls and handling HNI clients 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : salonidevi.vishwakarma@kotak.com
Posted 1 week ago
0.0 - 4.0 years
3 - 4 Lacs
jalandhar, ludhiana, chandigarh
Work from Office
Kotak Securities Ltd Alternate Channel KAM Sales- Mumbai Department: Alternate Channel Designation: Key Account Manager- Sales Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp: 1 to 4 Years Location: Mumbai Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsi...
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. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.
Posted 1 week ago
6.0 - 10.0 years
10 - 18 Lacs
chennai, 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 prod...
Posted 1 week ago
2.0 - 4.0 years
5 - 6 Lacs
jammu
Work from Office
Role & responsibilities Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service. Promptly answers customer inquiries in a manner that exhibits quality service. Brings a service orientation that supports the field sales force in meeting their obligations to their clients. Serves as a proactive liaison between shareowners and their representatives, keeping all stakeholders appropriately informed of service issues from discovery through resolution. Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. The CSO is expected to read product literature, industry periodica...
Posted 1 week ago
1.0 - 6.0 years
3 - 5 Lacs
rourkela, bilaspur
Work from Office
Relationship Manager - JD Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level. Key Result Areas: Key Result Areas Supporting Actions Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folio...
Posted 1 week ago
0.0 - 5.0 years
3 - 4 Lacs
thane, dombivli, 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: 8850266500 Harpreet 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 1 week ago
5.0 - 10.0 years
10 - 12 Lacs
bangalore rural, bengaluru
Work from Office
Broking Sales- TL Job Description: Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments Acquisitions of new clients and re-activation of existing clients. Innovatin...
Posted 1 week ago
1.0 - 6.0 years
4 - 9 Lacs
noida, new delhi, delhi / ncr
Work from Office
Job description- Relationship Manager : 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence 2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence 3. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products. Interested candidates can connect with me at pooja.s@opusglobalservices.com
Posted 1 week ago
1.0 - 6.0 years
1 - 5 Lacs
chennai, bengaluru
Work from Office
Dear Candidates, We are looking for young and energetic candidate. Package upto - 5.5 lakh + incentives Education - Any Degree Experience - 1 year In Equity Dealing (Punching The Orders) Interested candidates connect me on Yuvashree - 8310726611
Posted 1 week ago
0.0 - 1.0 years
1 - 3 Lacs
kolkata
Work from Office
Role & Responsibilities- Advising Clients for Equity Products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them. Selling third party products. Preferred candidate profile - Qualifications: - A Graduate/MBA (Finance/Marketing) Degree holder. Other qualifications also can be consider. NISM 8 Certified. Desired Skill Set: Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills.
Posted 1 week ago
9.0 - 14.0 years
5 - 15 Lacs
kolkata, mumbai, thane
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
gwalior, indore, nagpur
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 1 week ago
1.0 - 6.0 years
3 - 6 Lacs
nagpur
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
pune, lucknow, ahmedabad
Work from Office
Minimum 2 years of experience in B2B sales, in wealth management industry. managing and growing the Independent Financial Advisor(IFA)channel.Goal-oriented and results-driven approach.Proficiency in using CRM tools, MS Office, and data analytics Required Candidate profile Bachelor’s/Master’s degree in Business Administration, Finance, or a related field. Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
Posted 1 week ago
1.0 - 6.0 years
1 - 3 Lacs
bareilly, rewari, lucknow
Work from Office
Client Acquisition Order Punching, Opening Demat Account Online Trading, candidates can send their updated CV at rakesh.kumar@trustline.in @ 9560633667 Location: Lucknow, Moradabad, Bareilly, Jaipur, Agra, Amritsar, Panipat, Rewari, Ambala,
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 Rajvardhan - 7030023437 Perks and benefits High Salary Package !
Posted 1 week ago
1.0 - 6.0 years
3 - 6 Lacs
nagpur
Work from Office
Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.
Posted 1 week ago
1.0 - 5.0 years
3 - 6 Lacs
shimoga
Work from Office
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 collecting ...
Posted 1 week ago
2.0 - 7.0 years
3 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...
Posted 1 week ago
2.0 - 7.0 years
4 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
JD for Sales(channel sales through (Banca Channel) D. Key Accountabilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in terms of P...
Posted 1 week ago
0.0 - 2.0 years
0 - 2 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Shift Timings - Fixed Night or EMEA Shifts | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7977105185 Email: samid.mirkar@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. Th...
Posted 1 week ago
3.0 - 5.0 years
3 - 6 Lacs
pune
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 1 week ago
1.0 - 5.0 years
3 - 5 Lacs
pune
Work from Office
Immediate Requirement - Relationship Manager / BDE Demat selling - Cross selling of products Like SIP, Insurance, Demat, Mutual Fund Need to maintain relations with his clients and with the team members. Job Location: Pune Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Mangesh :-7030023116 Perks and benefits Fixed Salary huge Incentives
Posted 1 week ago
5.0 - 10.0 years
4 - 9 Lacs
pune
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8, 5A, IRDA Min 4+ Years of experience is Mandatory Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104
Posted 1 week ago
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