PCG Sales Trader Key responsibilities and accountabilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new client acquisition, building new relationships and increasing depth in existing relationships Keep abreast of the market news, financial trends and current affairs To attend post result concals, analyst meets for improved client servicing JS for PCG Sales Trader Skills & Knowledge 1. Graduate / Post graduate with 4 to 10 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills
Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities Direct Responsibilities • Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • • To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through
Roles and Responsibilities (Retail dealer) Manage client relationships, provide investment advice, and execute trades on behalf of clients. Generate brokerage through cross-selling third-party products such as TPPs (Third Party Products) and terminal sales. Develop new business opportunities by identifying potential clients and expanding existing relationships. Client acquisition as if required. Roles and Responsibilities (NRI dealer) Advise the NRI clients on their Investments and provide information about current market trends. Handling NRI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts & Cross-selling of other financial products Roles and Responsibilities (PCG dealer) • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings.
Urgent Job opening for Acquisition RM for Mumbai, Delhi & Ahmedabad. Department: PCG Salary upto 12 LPA About the role This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client with satisfaction. Qualifications: Education: Post-graduation the finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience: 3-10 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.
Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.
Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities Direct Responsibilities • Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • • To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through
Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF)
The HR recruiter job description includes the following responsibilities: Seeking out quality candidates Confirming their qualifications Placing them in open roles at a company Researching job seekers and inviting them to apply Screening candidates through phone interviews Filling out hiring paperwork Assessing staffing needs Creating and managing recruiting strategies Sourcing, screening, and interviewing potential hires Designing recruitment plans Advertising positions cycle recruitment, from identifying potential hires to interviewing and evaluating Design and update job descriptions Source potential candidates from various platforms Requirements and Skills Proven work experience as an HR Recruiter or similar role Min Experience- 1 years to 5 years Salary upto 3 LPA Work From Home
Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities Direct Responsibilities • Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • • To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through
IFA JD Key Responsibilities Identify, empanel, and manage new IFAs to expand business. Build strong, long-term relationships with IFA partners. Provide training, product knowledge, and regular engagement to enhance partner productivity. Achieve sales and revenue targets through the IFA distribution network. Conduct market mapping to identify new opportunities and improve channel penetration. Candidate Profile 28 years of experience in Wealth Management / Securities / Broking / Distribution . Strong understanding of IFA business model and financial products. Excellent communication & relationship management skills. Graduate / MBA preferred. Perks & Benefits Competitive fixed salary + attractive incentives . Opportunity to work with a leading brand in the Securities industry . Fast career growth with exposure to multiple asset classes. Franchise JD Key Responsibilities Identify & onboard new Franchise partners to expand business footprint. Manage existing franchise relationships to maximize revenue generation. Guide partners on product offerings (Equity, MF, PMS, AIF, Insurance, etc.). Drive sales campaigns, promotional activities, and ensure compliance. Achieve franchise channel sales & profitability targets. Candidate Profile 28 years of experience in Franchise development, Broking, Securities, or BFSI distribution . Proven track record in channel development & partner management . Excellent negotiation, networking, and relationship skills. Graduate / MBA preferred. Perks & Benefits High earning potential with fixed salary + lucrative incentives . Career growth in a fast-growing securities & wealth management brand . Exposure to a wide product basket and entrepreneurial ecosystem.
Private Client Group- Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Roles and 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. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Hi Were Hiring – Branch Manager & Senior Branch Manager Location: Noida and Gurugram Department: Kotak Securities CTC- 20-22 LPA Are you a dynamic leader with a passion for equity markets and team growth? Kotak Securities is looking for experienced professionals to join our Retail Division as Branch Manager and Senior Branch Manager. Roles & Responsibilities: Drive revenue through brokerage generation and ensure branch profitability through MF, equity and wealth products. Lead and manage a team of RMs, Dealers & Advisors. Focus on client acquisition & portfolio management, especially in the MNI & HNI segments. Deliver advisory services for long-term and positional trading in equities. Build and retain strong client relationships. Ensure smooth branch operations, compliance, risk management & IT processes. Provide regular business updates to leadership. Desired Candidate Profile: Graduate/Postgraduate (Full-time) with 8 years of experience in equity markets. Minimum 1-3 year of proven team management experience. Highly result-oriented, self-driven, motivational leader with excellent collaboration skills. Strong in networking, client relationship management, and performance optimization.
Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgraduate with 1–4 years’ experience in direct financial product sales Excellent communication & presentation skills Strong relationship-building & networking ability proactive, and self-driven If you're ready to grow with one of India’s leading financial institutions, drop your CV or reach out now!