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1.0 - 6.0 years
3 - 5 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct 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. Technical & Behavioural Competenci...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct 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. Technical & Behavioural Competenci...
Posted 3 weeks ago
0.0 - 2.0 years
1 - 3 Lacs
mumbai, mumbai suburban
Work from Office
- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply
Posted 3 weeks ago
0.0 - 3.0 years
1 - 3 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Position: Equity Dealer Location: Andheri Department: Trading Employment Type: Full-time About Us: Choice Group, incorporated in 1992, is a financial institution that finds its legacy in solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Overview: The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong underst...
Posted 3 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
hyderabad
Work from Office
Role/Profile Privilege Dealer Job Title/ Designation Assistant Manager/ Deputy Manager Company Profile https://anandrathi.com/ 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 client exposure limits Solving Queri...
Posted 3 weeks ago
5.0 - 10.0 years
9 - 17 Lacs
gurugram, delhi / ncr
Work from Office
Location: Delhi/NCR Job description The objective is to lead a TEAM of Relationship Managers and maximize sales by planning and implementing organization strategies. The role requires to drive market expansion in the assigned locations. The Team Leader will be responsible for driving business through his teams and guide team members. 1.Responsible for Sales from assigned distributors.(Banking channel) 2. Responsible for advising the bank 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 through Telephone calls, one to one meeting, regular disseminatio...
Posted 3 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 7738521154, 8080126356 HR Trupti 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 3 weeks ago
1.0 - 6.0 years
12 - 17 Lacs
kochi, madurai, rajkot
Work from Office
Represent the Bank Of India Investment managers for the mutual fund product. Maintain and build relationship with the customers of the branch. Understand the, products, market scenario and suggest investment options based on the client profiling. Manage allotted branches of Bank of India. Manage walk-in clients as well as follow up with leads. Assist the Marketing Officer of BOI to complete the KYC for BOI MF customers. Provide insights about the clientele of the branch to determine business potential. Qualification Skillsets Minimum qualification - Graduate (any stream) NISM V-A Compulsory Good Spoken written English. Good Mannerism Etiquettes, Presentable Understanding of the local languag...
Posted 3 weeks ago
0.0 - 5.0 years
1 - 3 Lacs
bhubaneswar, kolkata, ranchi
Work from Office
Job Title: Equity Dealer Department: Equity/Trading/Wealth Management Reports To: Head of Trading / Branch Manager / Senior Dealer Employment Type: Full-time Job Summary: We are seeking a skilled and proactive Equity Dealer to manage the execution of equity trades for clients, ensure compliance with regulatory guidelines, and provide market insights to investors. The ideal candidate should have a strong understanding of stock markets, excellent communication skills, and the ability to manage client relationships effectively. Key Responsibilities: Execute buy and sell orders on behalf of clients in equity and equity derivatives markets. Monitor client positions and ensure adherence to risk li...
Posted 3 weeks ago
5.0 - 10.0 years
5 - 12 Lacs
new delhi, gurugram, delhi / ncr
Work from Office
Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...
Posted 3 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
pune, mumbai (all areas)
Work from Office
Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities 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...
Posted 3 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
navi mumbai
Work from Office
Direct Responsibilities To execute fast and timely error free trades and also give trade confirmation to clients on email and recorded telephone line To upload batch file for large no of trades in Odin/ TT Contributing Responsibilities Broking Revenue for Sharekhan One Segment Handle clients in a very effective and seamless manner Preferred candidate profile Graduation is a must Decent communication skills Min 3 years of experience into client trading & revenue generation NISM 8 certified candidate willing to travel to Airoli Relevant candidates are requested to mail their updated resume on lakshmi.veliath@sharekhan.com with subject - Resume for Dealer
Posted 3 weeks ago
3.0 - 5.0 years
0 Lacs
gurugram
Work from Office
Responsibilities: * Achieve sales targets through effective communication and relationship building with clients. * Manage existing client base, identify new opportunities, and expand product offerings.
Posted 3 weeks ago
1.0 - 6.0 years
0 - 0 Lacs
lucknow, kanpur, allahabad
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 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 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035
Posted 3 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
madurai, tiruchirapalli, erode
Work from Office
Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...
Posted 3 weeks ago
0.0 - 2.0 years
2 - 3 Lacs
ludhiana, new delhi, ajmer
Work from Office
Relationship Manager for field sales with strong background in banking or financial services who can leverage existing client relationships and onboard new investors. Chandigarh,Ludhiana,Dehradun,Delhi,Gurgaon,Ajmer,Sonipat,Meerut,Ghaziabad,Moradabad Required Candidate profile Banking Experience Existing client base New client onboarding
Posted 3 weeks ago
1.0 - 5.0 years
7 - 10 Lacs
thane
Work from Office
Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...
Posted 3 weeks ago
2.0 - 4.0 years
3 - 6 Lacs
madurai, shimoga, chennai
Work from Office
Job Title: Equity Dealer|| 5Days working - On Role Direct Responsibilities: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Gi...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
ahmedabad, rajkot, surat
Work from Office
Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ahmedabad , Surat, Rajkot, Mehsana CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Interested candidate can share their cv at Monika.Singh1@sbicapsec.com or contact 7470303706
Posted 3 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
faridabad
Work from Office
Role & responsibilities Trade execution: Buy and sell equity securities on behalf of clients in a timely and accurate manner. Market analysis: Monitor and analyze market conditions, trends, news, and economic data to make informed trading decisions. Client management: Build and maintain client relationships, understand their investment goals, and provide them with financial advice. Portfolio management: Manage and review client portfolios to ensure they align with financial goals. Risk management: Implement strategies to mitigate risks associated with trading activities and ensure trades comply with risk limits. Compliance: Ensure all trading activities and transactions comply with relevant ...
Posted 3 weeks ago
2.0 - 7.0 years
3 - 5 Lacs
mangaluru, mysuru, thrissur
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 3 weeks ago
1.0 - 5.0 years
7 - 10 Lacs
hyderabad
Work from Office
Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Role & responsibilities Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills: Proficiency in Trading Applications, MS Office Additional Certification: NISM Series VIII Equity ...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
bhubaneswar, kolkata, patna
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. ...
Posted 3 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
kochi, kozhikode, bengaluru
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. • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Preferred c...
Posted 3 weeks ago
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