Noida, Uttar Pradesh, India
None Not disclosed
On-site
Full Time
🧩 Key Responsibilities: 1. Client Acquisition & Relationship Building • Source HNI (High Net-Worth Individual) clients through: • Cold calling • Cold emailing • Cold walk-ins • Personal referrals & network • Follow up on provided leads and convert them into long-term clients. • Build rapport with clients — create trust, deliver value, and grow wallet share. 2. Portfolio Management & Financial Planning • Assist clients with end-to-end management of: • Equity portfolios • Derivatives trading • Mutual fund investments • Cryptocurrency exposure • Help clients with ITR filings and other financial services as per requirement. 3. Client-Centric Financial Advisory • Identify and fulfill clients’ long-term financial goals. • Assist in active trading and strategic investment planning. • Offer tailored financial advice and maintain regular touchpoints. 4. Revenue Generation & Sales Leadership • Function as a sales manager, not just a salesperson. • Think like a partner — build revenue channels by deeply understanding clients. • Create multi-layered revenue streams through upselling and cross-selling. 5. Client Vibe & Retention • Understand your client beyond just financials — vibe with them, connect on a human level. • Focus on long-term retention by adding consistent value and solving their real needs. ⸻ 🔍 Who Should Apply: • You’re ambitious, target-driven, and hardworking. • You enjoy taking responsibility, not just following orders. • You don’t care about work-life balance right now — you’re focused on growth, performance, and outcomes. • You’re either experienced in the finance domain or a high-energy fresher willing to learn and commit. ⸻ 📩 Apply now at: shaabcapital@gmail.com 📱 WhatsApp only (no calls): +91 7986167454
Noida, Uttar Pradesh, India
None Not disclosed
On-site
Full Time
Key Responsibilities Conduct high-volume outbound calls to generate leads across our financial products. Introduce and explain offerings related to: Mutual Funds Stock Trading / Demat Accounts Home, Business & Personal Loans Life & Health Insurance Qualify leads and book appointments for the sales team. Follow up persistently to move leads through the funnel. Meet or exceed daily & monthly call and lead generation targets. Collaborate with sales/marketing teams to refine scripts and feedback. Qualifications & Skills 🧑🎓 High school diploma or bachelor's degree (any field). Freshers with passion and drive are welcome; prior telecalling/sales experience is a plus. Excellent verbal communication, listening, and persuasion skills. Confidence over the phone with ability to handle objections. Good follow‑up habits and self-motivation to hit targets. Ability to work independently as well as in a team environment.
Noida, Uttar Pradesh, India
None Not disclosed
On-site
Full Time
📢 Hiring: Sales & HNI Portfolio Strategist – Shaab Capital 📍 Location: Noida – Sector 122 (Primarily In-Office) 💼 Type: Full-Time | Sales + Advisory | Growth Role 🎓 Minimum Requirement: NISM Series VIII (mandatory) ⸻ 🏢 About Shaab Capital Shaab Capital is a next-generation wealth and investment advisory firm focused on high-performance strategies, derivatives, and customized financial planning for HNI and Ultra-HNI clients. We combine real market expertise with deep execution, aiming to build India’s sharpest asset management platform. We’re not a typical corporation—we move fast, solve real problems, and value impact over hierarchy. ⸻ 💼 Role Overview: HNI Relationship Manager + Client Acquisition Specialist This is a high-responsibility, high-performance role for someone who: • Understands trading, options, and derivatives deeply • Is confident managing HNI portfolios • Can actively acquire new clients through personal and company-generated leads • Has a strong sales mindset and content presence • Can operate independently and think like an owner ⸻ 🔧 Key Responsibilities 🟠 Client Advisory & Market Strategy • Manage and grow HNI and Ultra-HNI portfolios • Suggest actionable stock and options strategies aligned with client goals • Stay updated with macro/micro trends and guide clients accordingly • Assist with portfolio construction, rebalancing, and performance tracking 🟠 Client Acquisition & Sales • Acquire new HNI clients through cold calling, mailing, and social outreach • Convert leads provided by the company and retain long-term relationships • Meet prospective clients (online/offline), pitch services, and close deals • Preferably bring your own book or network of clients • Actively drive revenue and conversion metrics 🟠 Content Creation • Record and post at least one weekly market insight video • Create reels or short-form content on trending financial topics • Represent Shaab Capital’s thought leadership through your content ⸻ 🧠 Required Skills & Qualifications • NISM Series VIII – Derivatives Certification (Mandatory) • Strong understanding of: • Derivative strategies (options spreads, hedging, risk-managed positions) • Stock market trends, trading logic, technical and fundamental viewpoints • Macro & microeconomic factors affecting Indian and global markets • Excellent communication (written & verbal), client engagement, and sales ability • Confident personality, especially on camera or in meetings • Ability to handle objections, close deals, and manage high-value relationships ⸻ ➕ Preferred but Not Mandatory • Degree in finance, commerce, engineering, or related fields • Basic knowledge of Python, Excel modeling, or automation tools • Existing client book (even small) or experience in client-facing finance roles • Past experience in broking, wealth advisory, fintech, or asset management • Social presence or prior experience recording videos or posting finance content ⸻ 🧭 Work Environment • Location: Noida, near Sector 119 • Work Mode: Primarily in-office (5–6 days/week); hybrid for exceptional performance • Reporting directly to the founder; high ownership and accountability ⸻ 💰 Compensation • Fixed base salary (based on experience) • Performance-based incentives and commissions (per client, per revenue) • Leadership track: Opportunity to head verticals based on outcomes in 6–12 months ⸻ 📩 To Apply Please send: • Your updated resume • A 60-second video answering: “Why do you want to work at Shaab Capital? What’s your edge in the markets?” ⸻ 👤 Who Should Apply? If you’re market-obsessed, results-driven, confident, and ready to grow fast — this is for you. Degrees are optional, but execution is non-negotiable.
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