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2.0 - 6.0 years
8 - 10 Lacs
chandigarh
Work from Office
Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.
Posted 2 weeks ago
2.0 - 5.0 years
5 - 6 Lacs
visakhapatnam
Work from Office
IFA Channel RM will manage and grow Mutual Fund business via IFAs, drive SIPs & AUM, acquire and engage IFAs, conduct trainings, support operations, promote digital adoption, and achieve sales targets while ensuring compliance.
Posted 2 weeks ago
2.0 - 6.0 years
8 - 12 Lacs
kochi
Work from Office
Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.
Posted 2 weeks ago
2.0 - 6.0 years
10 - 12 Lacs
dhanbad
Work from Office
Affluent RM will manage a mapped book of HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.
Posted 2 weeks ago
2.0 - 5.0 years
10 - 12 Lacs
patna
Work from Office
Affluent RM will manage a mapped book of HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.
Posted 2 weeks ago
4.0 - 8.0 years
10 - 15 Lacs
ahmedabad
Work from Office
The Passive-Investment Specialist will drive growth of ETF and passive products by acquiring and managing HNI, Family Office, and Institutional clients, offering expert guidance on ETFs, index funds, and passive strategies aligned with client goals.
Posted 2 weeks ago
5.0 - 10.0 years
8 - 10 Lacs
mysuru
Work from Office
Lead and mentor a high-performing branch team, drive mutual fund sales, implement client acquisition and retention strategies, ensure SEBI/RBI compliance, monitor branch performance, report insights, and enhance customer satisfaction.
Posted 2 weeks ago
5.0 - 10.0 years
7 - 10 Lacs
tiruchirapalli
Work from Office
Lead and mentor a high-performing branch team, drive mutual fund sales, implement client acquisition and retention strategies, ensure SEBI/RBI compliance, monitor branch performance, report insights, and enhance customer satisfaction.
Posted 2 weeks ago
5.0 - 10.0 years
8 - 10 Lacs
tiruppur
Work from Office
Lead and mentor a high-performing branch team, drive mutual fund sales, implement client acquisition and retention strategies, ensure SEBI/RBI compliance, monitor branch performance, report insights, and enhance customer satisfaction.
Posted 2 weeks ago
5.0 - 10.0 years
8 - 10 Lacs
mahabubnagar
Work from Office
Lead and mentor a high-performing branch team, drive mutual fund sales, plan and execute strategies for client acquisition, and branch growth. Ensure strict SEBI/RBI compliance, provide insights to management, and enhance customer experience.
Posted 2 weeks ago
0.0 - 3.0 years
3 - 4 Lacs
gurugram
Work from Office
Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply. ***TO APPLY:****** Share Resume to 9988265439 ( For Quick Response share CV on WhatsApp ) Role Overview : We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowle...
Posted 2 weeks ago
0.0 - 4.0 years
0 - 0 Lacs
gurugram
On-site
Education: Graduate & undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting investment clients with high-quality financial insights. Position I. Wealth Management Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions, dividends, and company f...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
mumbai, thane, navi mumbai
Work from Office
Graduate freshers 2023 Passouts with all results may apply Fluent English is a must Should be comfortable working in rotational day shifts (8 am - 5 pm,10 am - 7pm &11 am to 8 pm) Call now on 9137797705 Hrutika www.hyfly.in Required Candidate profile Salary 13500 to 22500 in hand (as per Exp in BPO industry - if handled BFSI customer service process will be an added advantage) Answer inbound calls and assist customer with their Queries/Request Perks and benefits Medical Allowance + Performance based Incentives
Posted 2 weeks ago
2.0 - 5.0 years
4 - 8 Lacs
kolkata, nagpur, pune
Work from Office
Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance
Posted 2 weeks ago
8.0 - 10.0 years
8 - 10 Lacs
tiruchirapalli
Work from Office
Job Description Position / Job Title Branch Manager Designation Assistant Manager/ Deputy Manager Department Branch Dealing Sub Department Sales Reporting To (title) Cluster head/ State Head Superiors Superior (title) Regional Head Location Across India Date Job Purpose Manage branch operations to achieve targeted sales turnover of the assigned branch and adhering to regulatory compliance. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue & costBranch revenue to be 3.5 times of the branch cost. Half of the branch salary cost to be generated from TPP products/ Currency 2ProductEquity/ Currency/ TPP and any other new launch.3Customers...
Posted 2 weeks ago
4.0 - 9.0 years
4 - 7 Lacs
madurai, coimbatore, erode
Work from Office
Job Description Position / Job Title Senior Relationship Manager- Equities Designation DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average...
Posted 2 weeks ago
0.0 - 3.0 years
1 - 3 Lacs
hyderabad
Work from Office
Job Description: 1) Punch trades as directed 2) Prepare trading-related reports and track data in Excel 3) Perform trade analysis actively Eligibility / Qualification: 1) Graduation in any discipline 2) NISM Series-VIII: Equity Derivatives Certification Examination 3) Knowledge of Technical Analysis, Options, and proficiency in MS Excel 4) 1-3 years of experience as a dealer (freshers with trading experience can apply)
Posted 2 weeks ago
4.0 - 9.0 years
4 - 7 Lacs
hubli, chennai, bengaluru
Work from Office
Job Description Position / Job Title Senior Relationship Manager- Equities Designation DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad, surat, vadodara
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. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
chandigarh
Work from Office
Role & responsibilities:- Execute the orders on behalf of clients. o Ensure the volume of trade is higher & clients trade frequently. o Promoting research calls to increase volume & frequency of trade. o Maintaining high Activation Ratio and High no. of traded clients. o Punch orders for clients on NSE/ BSE terminals. o Recommending and guiding the clients on investment strategies. o Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. o Monitor client exposure limits. o Solving queries of the clients regards market and investment. o Drive focus on generating new business/client base o Responsible to ensure all activities are in a...
Posted 2 weeks ago
2.0 - 6.0 years
10 - 12 Lacs
dehradun, hyderabad, mumbai (all areas)
Work from Office
Job description Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers ...
Posted 2 weeks ago
2.0 - 4.0 years
2 - 5 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Proven track record in new client acquisition and wallet share development.Strong sales and negotiation skills with ability to close high-ticket deals.Adequate knowledge of Mutual Funds, Insurance, and Capital Markets. and otherfinancial products.
Posted 2 weeks ago
2.0 - 7.0 years
4 - 5 Lacs
bengaluru
Work from Office
Job Title: Team Leader Mutual Funds Location: Bangalore Department: Operations Key Responsibilities: Candidate should have knowledge on mutual funds. Ensure adherence to SLAs, KPIs, and quality benchmarks. Lead, mentor, and manage a team of agents to achieve individual and team goals. • Collaborate with clients to understand business requirements and ensure service delivery expectations are met. • Drive continuous improvement initiatives focused on productivity, efficiency, and customer experience. Generate and present operational performance reports to senior management and clients. Ensure strict compliance with company policies, data protection protocols, and industry regulations. Qualific...
Posted 2 weeks ago
5.0 - 10.0 years
7 - 14 Lacs
hyderabad
Work from Office
Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
gurugram
Work from Office
We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting investment clients with high-quality financial insights. Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Gurugram Department: Customer Support (Finance & Investment) CTC - upto 35k Experience: At least 6 months of relevant exp is mandatory Education: Graduate &unde...
Posted 2 weeks ago
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