259 Share Broking Jobs - Page 4

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities 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. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

• Execute buy/sell orders on trading platforms with TL guidance • Ensure compliance with company policies. • Address client queries and support portfolio performance reviews • Prepare daily/weekly market reports. Required Candidate profile •+2, Bachelor’s degree in any stream. •Female candidates only can apply •Language proficiency in Malayalam/English preferred. •Chennai location/ ready to relocate •Immediate joiners are preferred Perks and benefits •Performance Bonuses •Accom /Food allowances •TA

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2.Provide expert financial advice to clients on equity investment strategies 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.in

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

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.

Role & responsibilities - Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services. Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration. • Product Presentation : Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition Target Achievement : Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients. Follow-Up : Conduct timely follow-ups with leads needing additional information or time to make a decision. Feedback Collection : Gather feedback from potential clients to enhance the registration process and improve customer satisfaction. Required Skills & Qualification: • Education: Graduate/Post Graduate in any stream. • Communication Skills: Excellent verbal communication skills• Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.• Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.• Tech-Savvy: Comfortable using CRM systems and other sales-related software. • Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

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

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 LPA, monthly incentive

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance