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2.0 - 7.0 years

4 - 6 Lacs

Rourkela, Bhilai

Work from Office

JOB DESCRIPTION Business Development - Retail Department 2016 JOB PROFILE Branch Manager Reporting to Department Regional Manager/ Zonal Head Business Development - Retail JOB RESPONSIBILITIES Responsible for maximizing revenue generation (Net of Default) by achieving sales target assigned to him thus ensuring profitability of Equity business in his/her branch. To look after overall management of the branch & ensures maximization of business through market expansion & by increasing client base/market share in Equity. Business/ Operational/ Functional/ Financial Perspective Setting Team revenue Targets for the Team. Checking the status of Client-Cash limits and Stock Limits. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. Suggesting the Clients regarding market scenario. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. Finding the Ledger debts for the next day and planning accordingly. Assisting the Relationship managers for important Business calls or meetings. Distributing leads to the Team. Allocating the Clients to the Team depending upon their capabilities. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. Efficient coordination with Back Office person for updating Client Cheque. Responsible for proper & accurate brand visibility within the location to expand the business. To ensure cent percent compliance related to RMS, clients & debt. To ensure minimal compliance issues related to clients & maximize revenue net of default. Strategic Responsibilities Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. Ensures the implementation of short- and long-range department goals, objectives, policies, and operating procedures. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Assist seniors in planning of appropriate cost saving strategies and ensuring its proper implementations. Ensure implementation of department philosophies, procedures and reporting. Administrative/Functional Responsibilities Working as a vital link between branch & HO to implement various guidelines/policies released from HO from time to time. Ensuring proper discipline & decorum within the Team & immediately reporting to the concerned departments in case of any such happenings. Responsible to direct his/her team to get all the client ledgers signed from the clients as confirmation and duly signed and verified & accepted by the Compliance department regularly as well as at the time of exit. Timely payment of bills/rent. Ensure compliance and tax related issues. To check the display of sign boards. To check the margin reports of clients. Fulfilling the asset requirement. Proper petty cash management. Ensuring all the joining kits are properly filled & induction formalities are completed on time. Ensures that branch attendance should be updated on time. Ensures proper Employee State Insurance (ESI), shop & establishment for the branch. Representative Functions Ensure correct brand positioning for the Company in the Market. Conducting In House meeting with the team to evaluate the daily sales report B. Internal/External Responsiveness Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). Customer/Client relationship Management. C. Internal process Perspective Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ). MIS /Data Management (Protection & Confidentiality). Liaison with various departments. CRM usage. D. Innovation & Learning Perspective Updated Knowledge of latest market Trends/Policies of BSE/NSE etc. New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. QUALIFICATION Any Graduate/Post Graduate with 7-10 years of relevant work experience within the same industry type I.T SKILLS Extremely fluent with MS office, especially MS Excel. Strong working knowledge of the CRM software. SPECIFIC SKILLS NCFM & various modules CRITICAL COMPETENCIES 1. Working with People & Influencing/ Interpersonal Skills 2. Task Accomplishment and Result Oriented/ Achievement Oriented: 3. Dependability & Sense Of Responsibility: 4. Coordination/Team Handling & Control / Team Player 5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation 6. IT Skills /Communication Skills MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS ) 1. Achieving Team Revenue Targets in the stipulated time. 2. Team Account opening targets are met on time. 3. Team AUM (Asset Under Management) targets. 4. Maximisation of branch profitability through brokerage generation. 5. Meeting with the Clients of RM and help them in revenue/business generation. 6. Analyzing the RM potential and allocating the Clients accounts accordingly. 7. Interacting with high level corporate and super HNI Clients for cracking bulk deals. 8. Analyzing the Branch costing. 9. Keeping updated knowledge regarding market from the Data received from Research Analysis Team. 10. Success Ratio of his Team. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. 11. Proper coordination & administration of the branch. 12. CRM usage and its implementation. 13. MIS and data protection. 14. Team Development. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768

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2.0 - 7.0 years

2 - 4 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

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. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

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1.0 - 5.0 years

0 - 0 Lacs

hyderabad, guntur, nellore

On-site

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Execute equity trades for clients in a timely and accurate manner. Monitor and analyze market conditions to make informed trading decisions. Provide clients with investment advice and portfolio management services. Ensure compliance with all relevant trading regulations and company policies. Maintain accurate records of trades and client transactions. Develop and maintain relationships with clients to understand their investment goals. Stay updated on market trends, news, and economic data that impact equity markets. Skills: Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

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1.0 - 6.0 years

2 - 5 Lacs

Ahmedabad, Rajkot, Vadodara

Work from Office

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing 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. Relationship Manager ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.unnati@gmail.com if you are interested in the mentioned Job Role. you can also call on 9506943818 .

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0.0 - 4.0 years

2 - 3 Lacs

Surat

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. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in

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2.0 - 4.0 years

1 - 3 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Experience in executing equity and F&O trades Periodical exchange reconciliations MIS working Compliance management Client communication Required Candidate profile NISM VIII series mandatory Advanced Excel mandatory Monday to Saturday 9 AM to 6 PM Perks and benefits Health Insurance PF

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0.0 - 1.0 years

0 Lacs

Noida

Work from Office

Wealth Management - Internship - 6 no's ( Noida ) Key responsibilities: 1) Work on Equity, Capital Markets & Research related along with Tele Calling and Sales related learning 2) Create Financial modelling for investors to find profitable investments. 3) Closely work with the Sales and Customer Care Team 4) Recommend individual investments. 5) Assess the performance of Stocks, Investments & Bonds. Intern Duration: 3 to 6 months Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only Only Local Candidates shall apply (Delhi NCR Region) Interested Candidate shall share your Resume to 93110 85557 by only whatsapp. (No Calls)

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0.0 - 1.0 years

1 - 3 Lacs

Mumbai Suburban

Work from Office

We are seeking a proactive and enthusiastic Sales & Marketing Executive (Fresher)to join our team. This role offers a blend of both sales and marketing functions.

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3.0 - 8.0 years

4 - 7 Lacs

Hyderabad

Work from Office

Contact Minakshi - 9811985863 Location: Hyderabad, Company Geojit Financial Services. All leads from Partner Banks Lead, guide, and manage a team of Bank Relationship Officers to expand the customer base through both partner bank channels Required Candidate profile Own and drive the B2B revenue and client acquisition targets for the entire state. Guide and coordinate with the branch employees to make sure the relationship with partner banks is maintained

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2.0 - 7.0 years

2 - 4 Lacs

Ahmedabad

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. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in

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0.0 - 5.0 years

1 - 5 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

Work from Office

HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com

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1.0 - 6.0 years

3 - 6 Lacs

Bengaluru

Work from Office

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Online Trading and generate brokerage for Company. Re - Activation and provide services to the clients . Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. New A/C acquisition for Commodity. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Commodity broking Holds latest certificate of NISM XVI Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc

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2.0 - 4.0 years

3 - 5 Lacs

Hyderabad

Work from Office

Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales

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1.0 - 6.0 years

3 - 6 Lacs

Chandigarh, Lucknow, Jaipur

Work from Office

Job description Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.

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0.0 - 5.0 years

2 - 4 Lacs

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 8422827224 or share CV on rahul.jani@tradebulls.in

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1.0 - 5.0 years

2 - 5 Lacs

Varanasi, Hyderabad, Lucknow

Work from Office

Qualification : Graduate with NISM 8 Job Description: Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 Email I'd - mansi.y@opusglobalservices.com

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0.0 - 3.0 years

2 - 3 Lacs

Kochi

Work from Office

Job Title: Customer Support Executive Financial Markets (Voice Process) Company: Leading Financial Services Company Location: Padivattom, Kochi Experience: 0 to 2 Years Education: Any Graduate (Bachelor's Degree mandatory) Salary: 2.5 LPA - 4.5 LPA Industry: Financial Services / Broking Functional Area: Customer Success, Service & Operations Role Category: Voice / Inbound Employment Type: Full Time, Permanent Job Description We are hiring passionate and energetic professionals for a Customer Support Executive role in the financial services domain. The role involves direct client interaction, trade support, and customer query resolution over voice and email channels. Key Responsibilities: Assist clients in executing trades in equities, derivatives, commodities, and currency markets. Handle inbound calls and respond to customer queries regarding products, services, and account details. Provide accurate information and resolve client complaints and concerns promptly. Educate clients on trading procedures, account opening, and usage of platforms. Maintain service quality standards and ensure customer satisfaction. Record customer interactions, issues, and resolutions in the CRM system. Coordinate with internal teams (Sales, Operations, Compliance) for client issue resolution. Stay updated with company products, services, market movements, and regulatory norms. Ensure all trade-related client interactions comply with regulatory and internal guidelines. Desired Candidate Profile: Excellent communication skills Must be fluent in English and at least one regional language. Knowledge of capital markets, trading, and investment instruments is a plus. Strong analytical and convincing skills. Should be proactive, customer-oriented, and detail-focused. To Apply : Jackson J Phone-9544316657 Email - jackson.j@skillactz.com

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1.0 - 4.0 years

0 - 2 Lacs

Kochi

Work from Office

Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target

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1.0 - 4.0 years

0 - 2 Lacs

Kozhikode

Work from Office

Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target

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1.0 - 6.0 years

3 - 6 Lacs

Kolkata

Work from Office

Job description Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter. Regards Rangan Som Human Resources Axis Securities | Macmet House |10B O.C. Ganguly Sarani |3rd Floor| Kolkata - 700 020 Mobile - 9064644373

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3.0 - 9.0 years

5 - 11 Lacs

Bengaluru

Work from Office

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyEnsure timely execution of buy/sell orders while adhering to regulatory compliance and internal risk management guidelines.

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0.0 - 4.0 years

3 - 7 Lacs

Jaipur

Work from Office

The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry

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0.0 - 4.0 years

3 - 7 Lacs

Chandigarh

Work from Office

The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations KRA's 1-Acquire new customers and generate broking revenues as per targets 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request To ensure documentation formalities like KYC, profiling of new clients with all the necessary details To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products To participate in daily research calls and keep all customers updated with In-house research recommendations only To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc To strictly adhere to all risk & surveillance and Deal desk processes To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet 3-Activate new clients for broking relationships and ensure seamless servicing 4-Cross Sell of company's Products Requirements Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry

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2.0 - 3.0 years

3 - 5 Lacs

Thane, Mumbai (All Areas)

Work from Office

Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales

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1.0 - 6.0 years

3 - 6 Lacs

Bhubaneswar, Kolkata

Work from Office

Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.

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