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4.0 - 9.0 years
4 - 15 Lacs
Ludhiana
Work from Office
Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification
Posted 1 week ago
10.0 - 15.0 years
15 - 20 Lacs
Hyderabad
Work from Office
About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: State Head Franchise Service Location: Hyderabad What you will do: We are seeking a dynamic and result-oriented individual to join our team. The successful candidate will play a crucial role in maintaining strong business partner relationships, enhancing business growth, and ensuring regulatory compliance. If you are a go-getter with a sound understanding of the broking industry, we invite you to apply for this exciting opportunity. This role requires the capacity to manage and lead a team effectively. Roles & Responsibilities: Maintain strong business partner relationships and enhance business growth of Authorized Partners (APs) in accordance with the business plan. Provide mentorship, coaching, and activation support to APs, ensuring their optimal performance. Ensure strict adherence to regulatory and procedural compliance. Monitor daily MIS reports, taking corrective actions as needed. Drive service excellence to boost equity business, control retention, and enhance cross-selling of third-party products through APs. Engage, motivate, develop, lead, and drive business with the team. Develop consistent operations and ensure service excellence. Foresee the execution of planned activities and manage day-to-day operational activities. Conduct seminars/events and travel to meet partners within the assigned territory. Who you are: Minimum 10 years of experience with a good understanding of products in the broking/financial industry. Excellent analytical skills. Prior experience in team handling is an added advantage. Strong oral and written communication skills. Sound knowledge of financial markets is preferred. Go-getter attitude with good presentation skills. Ability to work in a target-oriented environment. Fluency in Hindi and English is a must; knowledge of the local language is advantageous. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 week ago
4.0 - 9.0 years
4 - 9 Lacs
Rohtak, Ambala, Hisar
Work from Office
Equity manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Hissar, Ambala NISM Series – VIII (Equity derivatives) is mandatory
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Ludhiana, Chandigarh, Dehradun
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- 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. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 1 week ago
4.0 - 9.0 years
4 - 15 Lacs
Visakhapatnam
Work from Office
Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification Sales incentives
Posted 1 week ago
0.0 - 5.0 years
2 - 7 Lacs
Kolkata, Medinipur, Krishnagar
Work from Office
Business Development Manager - Mutual Fund Sales Locations - Kolkata, Barasat, Mecheda, Krishnanagar (All over Bengal) Drive & achieve targets Build strong relationships Bachelor’s Degree Required Candidate profile At least 6 months of exp in Mutual Fund Sales or else exp in Sales of Securities, Wealth Management or Capital Market. Management or Capital Market products. Hands-on exp in any B2B or B2C Sales Perks and benefits + Incentives
Posted 1 week ago
3.0 - 8.0 years
1 - 4 Lacs
Hyderabad
Work from Office
Roles and Responsibilities Develop new business opportunities through lead generation, client acquisition, and relationship management. Identify potential clients and develop strategies to approach them for sales pitches. Build strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams (sales, marketing) to create effective sales plans and campaigns. Analyze market trends and competitor activity to stay ahead in the industry.
Posted 1 week ago
2.0 - 7.0 years
2 - 3 Lacs
Noida, New Delhi, Faridabad
Work from Office
Recruit & build a high-performing distribution network of Leaders. Train, motivate, guide leaders to recruit Agents & sell insurance through them. Provide both pre & post-sales service support. Expand company's distribution network. Mo-7046773537 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 45 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 2 weeks ago
2.0 - 6.0 years
3 - 5 Lacs
Varanasi, Kanpur, Lucknow
Work from Office
Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory.
Posted 2 weeks ago
4.0 - 6.0 years
8 - 10 Lacs
Mumbai
Work from Office
Generate qualified leads Manage sales pipeline Close deals to meet revenue targets Execute lead generation via email, social media, & cold calls Present solutions to clients Negotiate terms Drive customer retention upsell, cross-sells opportunities Required Candidate profile 4+ yrs exp in B2B Sales- Capital Market/BFSI domain Promote Demat adoption in Mutual funds via targeted campaigns Use CRM to track leads & sales performance Liaise with product, marketing, sales teams
Posted 2 weeks ago
10.0 - 17.0 years
30 - 45 Lacs
Bengaluru
Work from Office
About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Regional Head - South Location: Bengaluru What you will do: The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential. Key Responsibilities: 1. Revenue Generation & Business Growth Own and achieve assigned revenue targets by increasing business from existing APs. Drive consistent growth in trading volumes and revenue contribution from the AP network. Work closely with APs to unlock business potential, ensuring higher productivity and profitability. Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential. Continuously analyze revenue trends and take corrective actions to improve financial performance. 2. Partner Retention & Engagement Develop and execute strategies to retain high-value APs and minimize attrition. Strengthen relationships with APs through regular engagement, business support, and performance reviews. Identify at-risk partners and implement proactive interventions to retain them. 3. Service Excellence & Partner Support Ensure the highest level of service delivery to APs, addressing their concerns efficiently. Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution. Act as a point of contact for APs, ensuring a seamless experience and strong long-term relationships. 4. Competitive Intelligence & Risk Mitigation Monitor competitor activities and ensure APs remain committed to the company. Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration. Analyze reasons for AP attrition and implement measures to improve retention. 5. Performance Monitoring & Reporting Track and analyze partner retention rates, revenue growth, and service quality metrics. Provide regular business reports and actionable insights to the National Head Retention. Implement data-driven strategies to improve overall business performance in the assigned region. 6. Regulatory & Compliance Adherence Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies. Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties. Who you are: Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in Banks or wealth with partnership management or B2B. Proven track record of achieving business and revenue targets. Strong ability to deliver a high-quality partner experience. Deep understanding of equity, derivatives, and financial products. Experience in managing teams and working with multiple stakeholders. Ability to build strong partner relationships and resolve concerns effectively. Data-driven approach to decision-making and on-ground execution. Fluency in English, Hindi, and the regional language is preferred. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 3 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
Prayagraj, Kanpur, Lucknow
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- 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. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 3 weeks ago
7.0 - 10.0 years
10 - 15 Lacs
Patna
Work from Office
Designation- Product specialist Location - Patna CTC Up to 15 Lac Sales Experience Minimum 7 Years in Mutual Funds, PMS and AFI Certification- NISM 5A & 21A Role- Collaborate with Product team and support the sales Team. Contact 09131427672
Posted 3 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Anakapalle, Tirupati, Narasaraopet
Work from Office
Recruit & build a high-performing distribution network of Leaders. Train, motivate, guide leaders to recruit Agents & sell insurance through them. Provide both pre & post-sales service support. Expand company's distribution network. Mo-6352972151 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 45 years (Fresher's don't apply) Locality : Should be Local
Posted 3 weeks ago
1.0 - 4.0 years
4 - 7 Lacs
Mumbai, Hyderabad
Work from Office
4R Investments Pvt. Ltd. is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey. Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies
Posted 3 weeks ago
1 - 5 years
3 - 5 Lacs
New Delhi, Jaipur
Work from Office
Job description Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp Only: 9116539974 Designation: Equity Dealer Location: Jaipur, New Delhi Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 1 month ago
4 - 9 years
5 - 14 Lacs
Chennai
Work from Office
Experience: 5+ Years into Trading or Risk management Location: Chennai(WFO) Notice Period: Max 30 Days Email Id: vsyogaraj@tradu.com Skill: Support to the Market Surveillance department and Risk Management department. Main Responsibilities (include but not limited to): Prepare daily Risk Management reports Investigate trade execution anomalies Investigate potential market abuse cases and reporting of the undertaken reviews Communicate with other departments in order to conduct relevant research to appropriately address/escalate potential issues Prepare management information regarding case reviews Assist in the development and calibration of surveillance tools and algorithms Assist in the creation and maintenance of requirement documentation Financial markets research related to current news and events Perform other assignments and tasks as assigned by Management Requirements : 2+ Years of experience into Market Surveillance Analyst. Bachelors degree or higher Interest in trading with financial instruments and understanding of financial markets as well as good analytical logic regarding clients' trading behavior Strong interest in macroeconomic events and their impact on markets Basic understanding of statistics (e.g., hypothesis testing, regressions, random variables, inference) Microsoft Word and Excel skills, including lookups and pivot tables Interest in learning program languages, such as Python, R and SQL Excellent written and spoken English skills
Posted 1 month ago
1 - 6 years
3 - 4 Lacs
Noida, Thane, Delhi / NCR
Work from Office
Urgently we are hiring for Kotak Mahindra Bank Limited, This is a permanent Bank On Roll / Pay-Roll Job. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. Job Designation : Virtual Relationship Manager (VRM) Position Grade : Assistant Manager- M1 / Deputy Manager- M2 Job Location : Noida (Sec-16 & Sec-125) And Mumbai - (Thane) Eligibility Criteria : Must be at least minimum 1 year to 5 years of Sales Experience with Banking or Non-Banking both will be considered. Must be at least Graduate any stream. Must have good communication as well as Sales & Convincing skills. Age should be maximum 30 years. Male & Female both can apply. Job Description/Responsibility : To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Salary Package : => Annual CTC 3.50 to 4.25 Lac per annum plus performance based Incentives. => PF, Gratuity, Mediclaim & Insurance cover (as per policy). Education Qualification: Minimum Graduate with any stream Or Post Graduate with any stream. Note: Undergraduates are also can apply with Experience. Other Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed day shift, the shift timing from 9.30 AM to 6.30 PM. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => Note Interested candidates need to apply via Naukri.com by clicking apply link on same the page OR Need to forward the updated CVs / Resumes at : hrs.empowercareer@gmail.com and mention in the subject line Kotak-VRM-286 if your CV / profile got shortlisted with us we will contact you back. Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank
Posted 1 month ago
1 - 6 years
2 - 3 Lacs
Thane, Pune, Ahmednagar
Work from Office
Hiring Relationship Manager Key Responsibilities: Build and maintain strong relationships with existing and prospective clients Understand client needs and offer tailored solutions and services Drive revenue growth through up-selling and cross-selling Achieve monthly sales targets and contribute to team goals Ensure a high level of client satisfaction and retention Maintain regular communication and follow-ups with clients Prepare sales reports and provide market feedback Requirements: Graduate in any discipline 2 to 4 years of experience in sales, client servicing, or relationship management (preferably from BFSI or related sectors) Excellent communication and interpersonal skills Strong negotiation and problem-solving ability Self-motivated with a results-driven approach Why Join Us? Growth-oriented environment Attractive incentives and career development opportunities Supportive team culture Apply Now! Reach out to Nisha P (HR) at +91 9904750213 for more details.
Posted 1 month ago
2 - 6 years
2 - 6 Lacs
Jalandhar, Ludhiana, Chandigarh
Work from Office
Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES 1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular Meetings with clients for maintaining relations 8. References from existing clients to acquire new clients. 9. Updating clients on market, company research reports, new IPOs, etc. 10. Proper confirmations of trades to clients on daily basis. 11. Risk Management. 12. Group discussions & up-gradation of market information, research reports General Strive towards achieving individual goals and thereby the branch and organizational goals. (LOCATION-JAMMU, PATIALA, AMRITSAR, BATHINDA, CHANDIGARH, JALANDHAR LUDHIANA, FATEHABAD/SIRSA, AMBALA, ROHTAK, HISAR) Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.
Posted 1 month ago
15 - 20 years
30 - 45 Lacs
Bengaluru
Work from Office
About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Retention Head - South Location: Bengaluru What you will do: The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential. Key Responsibilities: 1. Revenue Generation & Business Growth Own and achieve assigned revenue targets by increasing business from existing APs. Drive consistent growth in trading volumes and revenue contribution from the AP network. Work closely with APs to unlock business potential, ensuring higher productivity and profitability. Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential. Continuously analyze revenue trends and take corrective actions to improve financial performance. 2. Partner Retention & Engagement Develop and execute strategies to retain high-value APs and minimize attrition. Strengthen relationships with APs through regular engagement, business support, and performance reviews. Identify at-risk partners and implement proactive interventions to retain them. 3. Service Excellence & Partner Support Ensure the highest level of service delivery to APs, addressing their concerns efficiently. Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution. Act as a point of contact for APs, ensuring a seamless experience and strong long-term relationships. 4. Competitive Intelligence & Risk Mitigation Monitor competitor activities and ensure APs remain committed to the company. Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration. Analyze reasons for AP attrition and implement measures to improve retention. 5. Performance Monitoring & Reporting Track and analyze partner retention rates, revenue growth, and service quality metrics. Provide regular business reports and actionable insights to the National Head Retention. Implement data-driven strategies to improve overall business performance in the assigned region. 6. Regulatory & Compliance Adherence Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies. Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties. Who you are: Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in Banks or wealth with partnership management or B2B. Proven track record of achieving business and revenue targets. Strong ability to deliver a high-quality partner experience. Deep understanding of equity, derivatives, and financial products. Experience in managing teams and working with multiple stakeholders. Ability to build strong partner relationships and resolve concerns effectively. Data-driven approach to decision-making and on-ground execution. Fluency in English, Hindi, and the regional language is preferred. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
1 - 6 years
2 - 5 Lacs
Lucknow, Chandigarh, Jaipur
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Role -Equity Dealer/Sr. Relationship Manager CTC- up to 5 lac+ incentive + Other benefit Job Description 1. Execution of trade orders on behalf of clients. 2. Building relationships with clients & educating them about Investments. 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc). 4. Client meetings and bank branch visits as per goal sheet. Required Criteria: 1. Graduation Mandate. 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. 5. Dealing & Cross Sales Experience is must. Kindly reply with an updated CV on apexshivani7@gmail.com you can call or whatsapp on 8800638281 .
Posted 2 months ago
1 - 6 years
2 - 5 Lacs
Delhi NCR, Gurgaon, Noida
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Role -Equity Dealer/Sr. Relationship Manager CTC- up to 5 lac+ incentive + Other benefit Job Description 1. Execution of trade orders on behalf of clients. 2. Building relationships with clients & educating them about Investments. 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc). 4. Client meetings and bank branch visits as per goal sheet. Required Criteria: 1. Graduation Mandate. 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. 5. Dealing & Cross Sales Experience is must. Kindly reply with an updated CV on apexshivani7@gmail.com you can call or whatsapp on 8800638281.
Posted 2 months ago
1 - 5 years
2 - 5 Lacs
Moradabad, Lucknow, Kanpur
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- up to-6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Cross selling third party products. 5) New Client Acquisition 6) NISM 8 certification is mandatory 7) Graduate / Post graduate with minimum 1 yr exp in Equity. Kindly reply with an updated CV at apex.jessyhr@gmail.com if you are interested in the mentioned job role, you can call also on 7052750740.
Posted 2 months ago
10 - 15 years
30 - 45 Lacs
Ahmedabad
Work from Office
About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Retention Head Gujarat & Rajasthan Location: Ahmedabad What you will do: The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential. Key Responsibilities: 1. Revenue Generation & Business Growth Own and achieve assigned revenue targets by increasing business from existing APs. Drive consistent growth in trading volumes and revenue contribution from the AP network. Work closely with APs to unlock business potential, ensuring higher productivity and profitability. Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential. Continuously analyze revenue trends and take corrective actions to improve financial performance. 2. Partner Retention & Engagement Develop and execute strategies to retain high-value APs and minimize attrition. Strengthen relationships with APs through regular engagement, business support, and performance reviews. Identify at-risk partners and implement proactive interventions to retain them. 3. Service Excellence & Partner Support Ensure the highest level of service delivery to APs, addressing their concerns efficiently. Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution. Act as a point of contact for APs, ensuring a seamless experience and strong long-term relationships. 4. Competitive Intelligence & Risk Mitigation Monitor competitor activities and ensure APs remain committed to the company. Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration. Analyze reasons for AP attrition and implement measures to improve retention. 5. Performance Monitoring & Reporting Track and analyze partner retention rates, revenue growth, and service quality metrics. Provide regular business reports and actionable insights to the National Head Retention. Implement data-driven strategies to improve overall business performance in the assigned region. 6. Regulatory & Compliance Adherence Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies. Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties. Who you are: Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in Banks or wealth with partnership management or B2B. Proven track record of achieving business and revenue targets. Strong ability to deliver a high-quality partner experience. Deep understanding of equity, derivatives, and financial products. Experience in managing teams and working with multiple stakeholders. Ability to build strong partner relationships and resolve concerns effectively. Data-driven approach to decision-making and on-ground execution. Fluency in English, Hindi, and the regional language is preferred. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 2 months ago
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