1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location-Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location- Mumbai,Ahmedabad,Chennai,Bengaluru,Hyderabad,Kolkata, Pune,Lucknow, Jaipur,Indore,Kochi,Delhi, Trivendrum 1. Should be from Equity Broking Industry with minimum of 4-5 Years of team handling experience in B2B viz. Partner Alliance (Franchisees, IFAs) 2. Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3. Need to have good communication skill. 4. Need to have ability to learn and update regularly on Capital Markets. 5. Desired to achieve sales target.

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts.

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, c oaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Location : Delhi, Vadodra, Vishakhapatnam, Trivendrum, Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune Candiate Profile : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field.

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications 4) Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : Telangana, Vadodra, Trivendrum,Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intelligence and references from existing clients. 11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation Location-Mumbai,Ahmedabad,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Minimum 2 year - In a Stock Broking Firms _ Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS Location : - GOA, Delhi, Vadodra, Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,Surat

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 1) Need to improve and maintain the client activity ratio by activating clients across the segments. 2) Ability to co-ordinate with different teams. 3) Need to have a channel management skill. 4) Should be Team Leader, who is able to hire and train new Relationship Managers 5) Strong analytical skills to interpret business information 6) Handling Team of NRI Relationship Managers 7) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders, having. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore.

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location : Ahemdabad, Delhi, NCR, Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Location: Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Delhi, Telangana, Vadodra, Trivendrum

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification Location : Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodara.

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Bengaluru,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. Education- BFM MCOM MBA Finance or equivalent , with NISM - 5A & 8 certification

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore