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0.0 - 1.0 years
1 - 3 Lacs
mumbai suburban
Work from Office
We are seeking a proactive and enthusiastic Sales & Marketing Executive (Fresher)to join our team. This role offers a blend of both sales and marketing functions.
Posted 1 week ago
3.0 - 8.0 years
3 - 4 Lacs
chennai
Work from Office
Role & responsibilities Trading Account Opening for Individual, HUF, NRI, and Corporate Administrative Assist Data entry -Meeting Schedule New Business partner Documents verification and processing Mutual funds Application verification and processing Coordinating with CAMS, Coordinating with investors & Branches, Tracking of CAMS errors Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries. Coordinating with Sales team and supporting Insurance Application verification and processing AML Daily MIS Handling HNI customer and Attending the Queries KYC Updating Attending the customer Queries and Resolving Bank Reconciliation Business a/cs - Petty cash, Telecom Bills, travel expenses & Rent Processing and Record Maintenance Tracking of CAMS errors Preferred candidate profile Preferably male candidates Interested candidates can share resume to nithyamanoharan@rathi.com or Whatsapp 9884188091
Posted 1 week ago
5.0 - 10.0 years
5 - 7 Lacs
tiruvannamalai, chennai, nellore
Work from Office
We are looking for an experienced candidates for Branch Head position for the Pondicherry, Tiruvannamalai & Vellore Locations with the same field experience. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Roles and Responsibilities: Managing Branch as Profit Center by revenue generation across all Products & Service. 1. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved 2. Achieving Monthly Targets & comparing it with benchmark across product line 3. Attending daily morning conference call & discussing it with the colleagues 4. Special thrust on acquiring HNIs & Corporate clients 5. Meeting HNI clients to built the rapport 6. Identifying the weak areas & providing solutions to those areas 7. Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all 8. Analyzing & comparing the branch performance with other branches 9. Motivating & guiding the branch colleagues 10. Active interaction with clients to improve the business regularly 11. Managing the client grievances 12. Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection) 13. Keeping up with the regulatory & compliance issues from time to time 14. Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc) 15. Assessing performance of each employee as compared to Targets given on monthly basis 16. Providing training & solving queries of colleagues 17. Working in Team 18. Reporting all the activities to the Regional Manager from time to time 19. Organizing Investor meets/seminars in co-ordination RM, SH & HO 20. Responsible for hygiene in the branch 21. Ensuring safe & secure working environment for all employees especially women 22. Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges 23. Ensuring safe use if computers & the other gadgets provided by the company Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification) Experience: 6+ years and above in broking field. Certificates: NISM 5A, NISM VIII Perks & Benefits: 1. Annual Appraisal & Increment 2. Quarterly Attractive Incentive 3. Quarterly Attractive Contest
Posted 1 week ago
2.0 - 6.0 years
2 - 4 Lacs
nagpur
Work from Office
Equity dealer PRIMARY JOB RESPONSIBILITIES Key Responsibilities Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. Advisory Support: Provide clients with insights on equity markets, investment opportunities, and trading strategies. Suggest appropriate financial products and portfolio adjustments based on market trends and client needs. Assist clients in managing risk through hedging strategies and diversification. Revenue Generation: Achieve individual and branch-level revenue targets through brokerage and advisory services. Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments. Compliance and Risk Management: Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trade orders in line with audit requirements. Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading. Market Monitoring: Stay updated on market trends, economic developments, and corporate actions that may impact equities. Analyze market news and events to share actionable insights with clients. Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM VIII certifications).
Posted 1 week ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785
Posted 1 week ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197
Posted 1 week ago
2.0 - 7.0 years
3 - 7 Lacs
prayagraj, lucknow, moradabad
Work from Office
Job Role: Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Maintaining regular MIS reports on daily basis. Skills Graduate / Post graduate with overall experience of 2- 4 yrs, with minimum 1 - 2 yrs exp in Equities in a client advisory side Should have sound understanding of capital markets. Should be result-oriented, selfstarter, proactive and should possess good communication skills. Should possess strong networking & relationship building skills. Should be certified in NISM-VIII
Posted 1 week ago
1.0 - 5.0 years
2 - 5 Lacs
hubli, chennai, bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 1 week ago
2.0 - 4.0 years
1 - 3 Lacs
kolkata
Work from Office
Responsibilities: * Manage client relationships through regular communication and service delivery. * Meet sales targets by selling insurance products, bonds, mutual funds, etc.
Posted 1 week ago
5.0 - 10.0 years
6 - 16 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 weeks ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
chennai, bengaluru, delhi / ncr
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com
Posted 2 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681
Posted 2 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri: 7796426785
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.in
Posted 2 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
udaipur, jaipur, bhilwara
Work from Office
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: 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 Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.snehil@gmail.comif you are interested for the mentioned Job Role. you can call also on 8756632966
Posted 2 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
kanpur, lucknow, delhi / ncr
Work from Office
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: 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 Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966
Posted 2 weeks ago
2.0 - 7.0 years
3 - 6 Lacs
ludhiana, indore, new delhi
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Direct Sales CTC- up to-6 lac+ incentive + Other benefit Relationship Manager • New client acquisition new clients per month from open market • Cross selling of third party investment products • Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966.
Posted 2 weeks ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
mumbai
Work from Office
Job description Designation: Equity Dealer Location : Mumbai 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 Education : Graduation Certification : NISM -8 Interview Details : Date : 1st & 2nd September Time : 10 AM - 6 PM Location: Voltas House, A Block, C.S No -760, T.B Kadam Marg,Chinchpokli , Mumbai, Maharashtra 400033. (10 Min walking from Chinchpokli Station - Central line/ Cotton Green Station - Harbour line) Interested candidates can mail their updated resumes on gladisa.dmello@sbicapsec.com
Posted 2 weeks ago
2.0 - 4.0 years
1 - 3 Lacs
kolkata
Work from Office
We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be engaging newly registered IFAs to drive sales and existing clients to support initial trading activity, and promote our financial products. Provident fund
Posted 2 weeks ago
1.0 - 5.0 years
4 - 6 Lacs
kota, jaipur, jodhpur
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance
Posted 2 weeks ago
1.0 - 5.0 years
4 - 6 Lacs
mehsana, new delhi, pune
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 2 weeks ago
5.0 - 10.0 years
5 - 10 Lacs
ghaziabad
Work from Office
SHARE TRADING EXPOSURE MARKET EXPOSURE STRONG IN SHARE MARKET WORKINGS, RATES, CUSTOMER, MIS, REPORTING, BUYING, SELLING. ONLINE TRADING, GOOD IN TRADING OF SHARES, STOCK MARKET KNOWLEDGE
Posted 2 weeks ago
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