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1.0 - 6.0 years
4 - 7 Lacs
Hyderabad
Work from Office
Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 3 months ago
2.0 - 7.0 years
2 - 5 Lacs
Mumbai
Work from Office
Drive sales and client acquisition by converting physical securities into dematerialized form while managing end-to-end client relationships and compliance processes
Posted 3 months ago
1.0 - 6.0 years
3 - 5 Lacs
Bengaluru
Work from Office
Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith...
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Kolkata, Mumbai, Bengaluru
Work from Office
Role: Area manager, IFA Franchise handling, acquisition of a new franchise Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit, and lead the sales team to meet efforts and performance targets. Required Candidate profile Qualifications: Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Can contact Ruhi @ 9113961458,
Posted 3 months ago
1.0 - 6.0 years
0 - 0 Lacs
chandigarh, ludhiana, jammu
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execute buy and sell orders for clients in the stock market. 2) Provide financial advice and recommendations on investment strategies. 3) Maintain accurate records of clients' transactions and investment portfolios. 4) Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions. 5) NISM-8 is Mandatory. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 799151506...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As an Associate at DWS- TPG Securities in Bangalore, India, you will play a crucial role in providing operational support for investments made by DWS on behalf of clients investing in global markets. You will lead the day-to-day operations to ensure timely and accurate confirmation and settlement of trades, supporting clients, portfolio managers, and trading desks. Your responsibilities will include supervising and overseeing the TPG Securities team in Bangalore and Pune, managing the end-to-end workflow of the TPG Securities process, and coordinating with various stakeholders such as brokers, custodians, and market agents. To excel in this role, you should have a strong understanding of the...
Posted 3 months ago
2.0 - 7.0 years
3 - 7 Lacs
Bengaluru
Work from Office
1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms
Posted 3 months ago
8.0 - 13.0 years
8 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job Position: Branch Manager Location: Chennai, Coimbatore, Bengaluru, Hyderabad Job Purpose: To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network...
Posted 3 months ago
2.0 - 6.0 years
0 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Back Office Executive who should have knowledge of capital markets, equity shares, depository operations (NSDL/CDSL). Responsible for supporting operational activities,coordinate with stakeholders to facilitate transactions in the securities market. Required Candidate profile Handle daily back-office operations related to capital market transactions Good in MS Office (Excel, Word) Perform activities-trade settlements, demat/remat requests, pledge, unpledge of shares Perks and benefits To be disclosed post interview
Posted 3 months ago
3.0 - 4.0 years
3 - 4 Lacs
Pune
Work from Office
Job Description: Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo &handhold to initiate trading activities after account opening. Candidates from Banca or Broking background are only required. Qualification: Graduation/Post Graduation Experience : 4- 5 years of team handling experience in Banca channel or Broking Location: Pune.
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
agra, uttar pradesh
On-site
As a Trading Advisor, you will be responsible for advising clients on trading strategies and providing recommendations on trading related services. You will meet with clients to provide training on how to trade online using various trading applications. Handling and addressing customer queries before and after trades will be a key part of your role, through inbound and outbound calls. Evaluating financial risks and making trading decisions based on available data will also be a crucial aspect of your responsibilities. It is essential to attain a thorough knowledge of stock market terms and trading practices to excel in this position. The ideal candidate should hold a graduation degree in any...
Posted 3 months ago
1.0 - 6.0 years
4 - 4 Lacs
Bengaluru
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Kotak securities Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on edwin.sabu@kotak.com Location: Bangalore -Indira Nagar and Koramangala Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help ...
Posted 3 months ago
1.0 - 5.0 years
0 - 0 Lacs
hyderabad, guntur, nellore
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Execute equity trades for clients in a timely and accurate manner. Monitor and analyze market conditions to make informed trading decisions. Provide clients with investment advice and portfolio management services. Ensure compliance with all relevant trading regulations and company policies. Maintain accurate records of trades and client transactions. Develop and maintain relationships with clients to understand their investment goals. Stay updated on market trends, news, and economic data that imp...
Posted 3 months ago
3.0 - 7.0 years
0 - 0 Lacs
noida, delhi, kanpur
On-site
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 your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966
Posted 3 months ago
1.0 - 6.0 years
0 - 0 Lacs
gurugram, delhi, noida
On-site
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: 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 client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum rea...
Posted 3 months ago
1.0 - 6.0 years
0 - 0 Lacs
chandigarh, ludhiana, jammu
On-site
Greetings from "APEX SERVICES" Role- Equity 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. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on ...
Posted 3 months ago
2.0 - 7.0 years
2 - 6 Lacs
Ludhiana, Chandigarh, Jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + other benefit Job description 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. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. ...
Posted 3 months ago
3.0 - 8.0 years
4 - 7 Lacs
Ahmedabad
Work from Office
Role & responsibilities Company Secretary + LLB (optional) having 5 years of experience in Securities Market (3 years is must as per IFSCA Regulations) Regulatory Compliance: Stay updated with the latest laws, regulations, and guidelines issued by SEBI and IFSCA for AIFs. Monitor regulatory changes and effectively communicate updates to relevant stakeholders. Compliance reporting and monitoring: prepare and submit accurate and timely regulatory reports as required by SEBI and IFSCA. Ensure the completeness and accuracy of data submitted in these reports. Establish and maintain a system for ongoing monitoring of compliance activities related to AIF operations. Conduct regular audits and asses...
Posted 3 months ago
6.0 - 11.0 years
5 - 10 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required
Posted 3 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700
Posted 4 months ago
6.0 - 10.0 years
6 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship
Posted 4 months ago
6.0 - 10.0 years
10 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 months ago
6.0 - 10.0 years
8 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 months ago
4.0 - 8.0 years
6 - 10 Lacs
Bengaluru
Work from Office
Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient 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 pla...
Posted 4 months ago
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