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2.0 - 7.0 years
2 - 5 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill
Posted 1 month ago
0.0 - 1.0 years
1 - 1 Lacs
Dombivli
Work from Office
Responsibilities: * Manage client portfolios * Meet revenue targets through effective marketing strategies * Execute trades on stock exchange platforms * Provide expert advice on share trading * Monitor market trends and risks
Posted 1 month 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 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
Bhubaneswar, Kolkata, Raipur
Work from Office
Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term -Develop and maintain a long-term relationship with customer
Posted 1 month ago
0.0 - 4.0 years
1 - 3 Lacs
Agra
Work from Office
-Advise client about trading -Handling clients via providing recommendations and trading related services. -Handling and meeting clients and giving training on How to trade Online through various Trading Applications. -Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls -Provide insights, updates, and recommendations based on market movements and analysis. -Evaluate financial risks and decide on trading based on available data. -Attain thorough knowledge about stock market terms and trading practices. -Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. -Communicate with clients to understand their investment preferences, risk appetite, and financial objectives. -Maintain accurate records of client interactions, transactions, and compliance documentation. -Generate regular reports for management and clients summarizing portfolio performance. -Suggest portfolio rebalancing strategies to align with market conditions and client goals.
Posted 1 month ago
0.0 - 4.0 years
1 - 3 Lacs
Thane, Panvel, Navi Mumbai
Work from Office
Hiring for hexaware Techology Stock Broking (Demat Account Customer Service) :- Education- Graduate/HSC Experience - Freshers can apply Shift- Day Rotational Shift (7am to 12 midnight) Week off- 1 rotational Location- Ghansoli, Navi Mumbai Transportation- 1 way (pick or drop) Females after 9pm Males after 12 midnight Rounds of interview- HR Ops Client round Immediate Joiner Interested candidate can apply on sangeetay1@hexaware.com
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Dehradun, Jaipur, Jodhpur
Work from Office
Greetings from "A PEX 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.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035 Locations: Jaipur, Jodhpur, ajmer, Dehradun
Posted 1 month ago
0.0 - 5.0 years
1 - 5 Lacs
Bhubaneswar, Rourkela, Raipur
Work from Office
HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com
Posted 1 month ago
1.0 - 5.0 years
2 - 3 Lacs
Kolkata
Work from Office
Looking for a Female Graduate Stock broker, Should handle stock trading activities and provide investment advice to clients, HNI Handling, Portfolio Management, Min 1 Year Exp, Need to work from Mon-Sat(9 AM to 6 PM), Call 8100917238(HR Astidipa)
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Kanpur, Lucknow, Meerut
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 your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966
Posted 1 month ago
2.0 - 7.0 years
2 - 6 Lacs
Gwalior, Meerut
Work from Office
Promote and sell stock market-related products and services to new and existing clients. Advise clients on investment opportunities, trading strategies, and market trends. Generate leads and proactively contact potential investors via calls, emails, and meetings. Maintain a strong pipeline of sales prospects and convert leads into active accounts. Assist clients in account setup and execution of trades. Monitor clients portfolios and provide regular updates and performance insights. Stay updated with stock market news, economic trends, and regulatory changes. Meet or exceed monthly sales targets and KPIs. Prepare regular reports on sales performance and client feedback
Posted 1 month ago
3.0 - 8.0 years
5 - 14 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371
Posted 1 month ago
0.0 - 5.0 years
2 - 5 Lacs
Kannur, Palakkad, Kozhikode
Work from Office
Immediate Hiring Multiple Roles in Banking & Financial Services Across Kerala Exciting Career Opportunities in the Financial Sector! SkillActz is hiring talented professionals for a leading financial services firm across Kerala. Whether you're a fresher or an experienced professional (1-5 years) , this is an excellent opportunity to build a successful career in Banking, Stockbroking, and Investment Services . Open Positions: Financial Consultant Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Industry: Banking & Financial Services | Stockbroking | Investment Services Qualifications: Any Graduate Preferred Certifications: NCFM, NISM, AMFI Mutual Fund Certification Key Responsibilities Financial Consultant Promote Mutual Funds, SIPs, Insurance, PMS, and Bonds Acquire new clients through cold calling, references & meetings Provide investment advisory and cross-sell financial products Conduct investment seminars and assist clients with applications Dealer Execute stock trades and manage order placements Guide clients on market trends, IPOs & investment opportunities Ensure risk management & regulatory compliance Engage with clients and cross-sell financial products Business Support Executive Manage branch operations, sales & administration Assist in client onboarding, account opening & documentation Support financial advisory & back-office operations Maintain client relationships through regular communication Branch Sales Executive Drive sales for financial products & services Develop and maintain strong customer relationships Achieve branch sales targets & revenue goals Support promotional activities & business expansion Commodity Dealer Execute commodity trades & manage orders Advise clients on commodity market trends & investment opportunities Monitor and manage trading risks effectively Ensure compliance with exchange regulations & policies Branch Manager Oversee branch operations, sales & team management Drive business growth and meet revenue targets Develop and maintain high-value client relationships Ensure compliance with company policies & regulations Key Skills Required: Stock Trading | Commodity Trading | Mutual Funds Sales | Insurance | PMS | Client Prospecting | Risk Management | Market Research | Branch Operations | CRM | Sales Target Achievement | Team Management Compensation & Benefits: Fixed Salary + Performance-Based Incentives Career Growth & Skill Development Opportunities Comprehensive Training & Mentorship Programs Locations Across Kerala: Ernakulam & Kochi Region: Thevara | Idappally | Palarivattom | Kothamangalam | MG Road, Kochi | Muvattupuzha | Angamaly | Chalakudy | Perumbavur | Kalady Trivandrum & Kollam Region: Attingal | Karamana | Nedumangad | Kollam | Anchal | Kottiyam | Kayamkulam Thrissur & Central Kerala: Irinjalakuda | Kodungallur | Guruvayur | Wadakanchery | Thrissur (Round South & Kokkalai) Kottayam & Pathanamthitta Region: Kottayam (K K Road) | Kottayam | Thiruvalla Palakkad & Malappuram Region: Pattambi | Pathiripala | Perinthalmanna | Manjeri | Nilambur | Ponnani | Vadakkenchery | Victoria-Palakkad Calicut, Kannur & Kasaragod Region: Thamarasseri | Koyilandy | Kozhikode (Calicut) | Kannur | Kannur (Fortlight) | Talassery | Payyannur | Thaliparambu | Kasaragod | Koyilandy Branch | How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today!
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Navsari, New Delhi, Hyderabad
Work from Office
Mega Drive for Financial Consultants / Sr. Financial Consultants /Mutual Fund Sales Locations - Delhi, Hyderabad, Gujrat ctc - 2.5 to 5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact Minakshi on 9811985863or Email on qrn.placement@gmail.com
Posted 1 month ago
8 - 13 years
3 - 8 Lacs
Pune, Mumbai (All Areas)
Work from Office
job Description Regional Head : B2C Businesss Broking & Wealth About Swastika Since our humble beginning in 1992, we have steadily climbed the ladder of success. To day, we are listed on BSE, NSE, MCX, and NCDEX, and have a strong presence in 25+ states with a team of 800+ members. Our growth has been exponential, supported by a vast network of 3 Lac+ customers and 2000+ business partners.We offer a comprehensive range of services including Stock Broking, NBFC, Insurance Broking, and Investment Banking. Our expertise lies in managing financial portfolios for individuals and institutions, assisting startups in launching IPOs, and facilitating fundraising from the market. Our experienced financial professionals utilize cutting-edge technology to provide a variety of investment solutions through our trading application. At our core, we value personal relationships and believe in the importance of trust and loyalty in delivering the best financial services. We are reachable at: www.swastika.co.in www.gotradingo.com Our Core Values We are Trustworthy and Truthful tribe.We are always Open to learn We are Disciplined and Presentable. We are Energetic and Happy. Customers are our Priority numberone Politeness is our Language . We are Determined to honor our commitments . Job Brief Regional Business Head Job Title : National Head Location : Ahmedabad Experience : 8-10 years in - B2C Business (Broking & Wealth Management ) Job Summary: Job Brief: National Head - B2C Business (Broking & Wealth Management) We are seeking a dynamic and results-oriented professional to take on the role of National Head - B2C Business (Broking & Wealth Management) . This is a pivotal leadership position, responsible for driving the growth of the organization's B2C business vertical, focusing on broking and wealth management services. The ideal candidate will possess proven expertise in business development, exceptional leadership skills, and the ability to forge and nurture relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (Ultra-HNIs). This role demands an individual who can lead large teams, deliver operational excellence, and strategically position the organization as a market leader in the financial services sector. National Head Profile National Head B2C Business ( Broking & Wealth Management ) Key Responsibilities: Team Leadership: Lead, mentor, and inspire a large team of wealth managers, relationship managers, and sales professionals. Foster a high-performance culture with a focus on achieving organizational goals. Client Relationship Management: Build and maintain strong relationships with HNI and Ultra-HNI clients. Provide personalized financial advice and wealth management solutions to Ultra HNI clients Operational Excellence: Ensure seamless day-to-day operations, optimizing processes for efficiency and compliance. Monitor and enhance service quality to exceed client expectations. Market Insights & Strategy: Stay updated on market trends, financial products, and regulatory changes. Use data-driven insights to refine strategies and improve client offerings. Compliance and Risk Management: Ensure all business activities comply with regulatory standards and internal policies. Proactively identify and mitigate risks related to broking and wealth management Requirements • Position : National Head Requirements Experience : 7-10 years in a similar role within a broking firm. Certifications : All relevant NISM Modules & Certificates related to Wealth Management Education : Post Graduate in Finance / Marketing / Management Skills : Strong knowledge of Equities, Derivatives and all Wealth Products Proven leadership and large team management skills. Excellent communication, negotiation, and interpersonal abilities. Strategic thinker with the ability to implement effective growth strategies. Proficient in market analysis, client relationship management, Team Management, and compliance. Job Qualification Position National Head B2C Business ( Broking & Wealth Management ) Skills and Qualifications: Education: MBA/PGDM in Finance, Marketing, or related fields. Experience:8-10 years in broking, wealth management, or financial services. Proven track record in business development and Team leadership. Technical Skills : Strong knowledge of broking platforms, wealth management tools, and CRM systems. Proficiency in financial products like equities, mutual funds, bonds, and alternative investments. Soft Skills : Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and analytical abilities. Thank You , Swastika invest mart ltd Y.N road , Opp. Rani Sati Gate,Above BOI,Near Milan TVS 2nd Address Sakar-9, Opposite - Atma house, Ashram road Ahmadabad - 380009 Indore - 452001, Madhya Pradesh 9399145601 Aparna.Pathak@swastika.co.in Deepali.tomar@swastika.co.in
Posted 1 month ago
1 - 6 years
3 - 6 Lacs
Vijayawada, Visakhapatnam, Delhi / NCR
Work from Office
Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
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. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.
Posted 2 months ago
4 - 6 years
0 - 0 Lacs
Nagpur
Work from Office
Qualification & Skills: Graduate/MBA- Marketing/Finance Work Experience- Minimum 3 years Roles & Responsibilities: Business Development B2B/B2C Customer Acquisition Portfolio Management Services Job Type: Full-time Pay: 20,000.00 - 50,000.00 per month Work Location: In person
Posted 2 months 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 2 months ago
8 - 13 years
8 - 15 Lacs
Kochi, Tiruchirapalli, Thiruvananthapuram
Work from Office
We have an urgent opening for Branch Manager | Sr Branch Manager depending upon work experiences for Cochin/Kochi, Thiruvananthapuram , Tiruchirappalli Location Responsibilities Manage day-to-day branch sales / operations and staff. Develop and implement effective sales strategies to meet branch targets. Maintain and build client relationships to enhance customer satisfaction and sales growth. Ensure compliance with regulatory and company policies. Monitor market trends and provide insights to clients and staff. Conduct regular performance reviews and provide training to branch staff. Prepare and present financial reports to senior management. Collaborate with other branches and departments to optimize overall company performance. Qualifications Bachelor's degree in Finance, Business Administration, or related field. Proven experience in equity broking and sales management. Strong knowledge of equity markets and financial products. Excellent leadership and team management skills. Exceptional client management and relationship-building abilities. In-depth understanding of regulatory compliance requirements. Strong analytical and problem-solving skills. Certified NISM 8 Skills Financial analysis Sales strategy development Client relationship management Leadership Regulatory compliance Market trend analysis Financial reporting Team training and development Interested candidate can share their resume to payelbarat@smcindiaonline.com or can what app at 9711920057 for further discussion .
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604
Posted 2 months ago
- 5 years
2 - 7 Lacs
Kolkata
Work from Office
Responsibilities: Manage portfolio, lead team, trade shares & provide equity advice. Drive sales & marketing strategies, oversee business dev., excel at PM services. Good in sales and marketing Good in aquisition and portfolio management Travel allowance House rent allowance Health insurance Sales incentives Joining bonus Referral bonus Gratuity Provident fund Accessible workspace Maternity benefits in mediclaim policy
Posted 2 months ago
0 - 4 years
2 - 3 Lacs
Pune, Mumbai, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number
Posted 2 months ago
1 - 4 years
2 - 4 Lacs
Jalandhar, Ludhiana, Chandigarh
Work from Office
Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all activities are in adherence as per Compliance & Risk. 6. Provide regular updates to the immediate superior as and when required. Skills & Knowledge: 1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking & relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives. For any other queries call on 7039279297
Posted 2 months ago
5 - 10 years
12 - 20 Lacs
Hyderabad, Chennai, Delhi / NCR
Work from Office
A Leading Stock Broking Company is seeking a highly motivated and experienced Branch Manager to lead our branch. The Branch Manager is responsible for the overall success of the branch, including sales, operations and team Mgmt. Required Candidate profile The ideal candidate will possess strong leadership skills, a deep understanding of financial markets, and a commitment to providing exceptional client service. Min 5 yrs of experience in stock broking
Posted 2 months ago
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