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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 &...
Posted 1 month ago
10.0 - 20.0 years
15 - 25 Lacs
jaipur, delhi / ncr
Work from Office
Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...
Posted 1 month ago
1.0 - 6.0 years
1 - 3 Lacs
kolkata
Work from Office
Urgent Hiring For - Equity Advisor Experience:- 2-6 Yrs Role & responsibilities 1. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 2. To ensure to achieves its sales targets. 3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch. 4. To achieve sales target in given period through pursuing the prospects to open the Demat & Trading Accounts by making clients aware of the merits of opening Account with SMC group. 5.Generating revenue in terms of brokerage Candidate must have NISM VIII Certificate Contact :- Priyanka Mishra 9147159770
Posted 1 month 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 &...
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai, mumbai suburban, mumbai (all areas)
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 7304501604 or share CV on jyoti.mehta@tradebulls.in
Posted 1 month ago
4.0 - 9.0 years
6 - 10 Lacs
noida, new delhi, delhi / ncr
Work from Office
1) Develop and implement sales strategies and plans to achieve company sales targets and objectives. 2) Selling Unlisted Stocks and identifying and acquiring new clients for AIF and PMS products. 3) Communicate product features and benefits effectively and Build/maintain client relationships. 4) Manage and mentor a team of sales professionals, providing guidance, support, and ongoing training to ensure their success and sales growth. 5) Make strategic planning to grow Business for all B2C & B2B Branches. 6) Advising clients on profitable Investment opportunities for Equity, Commodity, and currency products. 7) Build and maintain strong relationships with key clients and prospects, identifyin...
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
lucknow
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager /Sr. Manager specializing in Equity to join our team in Lucknow. Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activiti...
Posted 1 month ago
0.0 - 2.0 years
2 - 3 Lacs
navi mumbai
Work from Office
Qualification: Graduation Experience: Grduate fresher are ok Requirements: Comms: Very good< excellent Graduate Fresher: 17k inhand NISM Certified:Salary: 25k CTC PERKS:Centralised Pickup drop available
Posted 1 month ago
0.0 - 2.0 years
2 - 3 Lacs
mumbai suburban
Work from Office
Qualification: Graduation Experience: Grduate fresher are ok Requirements: Comms: Very good< excellent Graduate Fresher: 17k inhand NISM Certified:Salary: 25k CTC PERKS:Centralised Pickup drop available
Posted 1 month ago
5.0 - 10.0 years
15 - 30 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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
Posted 1 month ago
1.0 - 6.0 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 &...
Posted 1 month ago
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 month 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 ...
Posted 1 month 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 buil...
Posted 1 month 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. Adv...
Posted 1 month 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 &...
Posted 1 month 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 &...
Posted 1 month 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...
Posted 1 month 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 month 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 month 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 months 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 &...
Posted 2 months 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 months 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 &...
Posted 2 months 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 &...
Posted 2 months ago
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