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1.0 - 4.0 years
0 - 0 Lacs
bangalore, chennai
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 4.5 LPA + incentive Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Will be responsible for selling Equity based investment products to this set of customer base. 4) Will be responsible to develop business, maximize revenue generation & achieve sales Skills : 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Proven experience in sales, client acquisition, and relationship building. Kindly reply with an updated CV on apex.pragati@gmail.com if you are interested in the mentioned Job Role. you can also call on 7752865344
Posted 17 hours ago
2.0 - 7.0 years
0 - 0 Lacs
bangalore, mysore, raichur
On-site
Department - PCG - Equity Trader Position - Grade E2/M3/M4 Designation - AM, DM, Manager CTC Offered - From 3 Lacs 8 Lacs Minimum Exeperience Required - 2 Years - 15 Years JOB ROLE Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio Attain maximum reach of investment ideas/stock calls initiated Achieve healthy revenues without compromising on clients profitability Ensure active management of clients & achieve the target active AUM Have clear focus on client mining Assist in new client acquisition, building new relationships and increasing depth in existing relationships Conduct regular Client Meetings & update the same in the meeting tracker Keep abreast of the market news, financial trends and current affairs JOB REQUIREMENTS Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role. Applications can be made for roles in same level or one level above. NISM VIII (Mandatory) CMT level 1 or CFA level 1 (Desirable) Good communication skills, both written and verbal. Certified in NISM/NCFM VIII certificate is Mandatory. Must have a sound understanding/knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Focused on team cohesion, dynamics & constantly improve performance quality Should possess strong relationship building skills Interested Candidate can share their CV directly of consult.executivesearch@gmail.com or can connect us on +91 7703945182
Posted 18 hours ago
2.0 - 7.0 years
0 - 0 Lacs
pune, madhya pradesh, mumbai city
On-site
Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.
Posted 18 hours ago
1.0 - 5.0 years
2 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role & responsibilities Answer customer queries professionally through all the servicing channels and provide information / resolutions within the specified turnaround time. Record and categorize all customer interactions. Interact with internal department for query resolution, maintain regular follow-ups. Provide regular updates to the Customer for attempted open cases. Adhere to the servicing escalation matrix so that specified TATs are achieved. Preferred candidate profile Graduation. 0-1 year of experience. Good written and Verbal communication skills Experience with Similar Background Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320
Posted 2 days ago
1.0 - 6.0 years
1 - 3 Lacs
Coimbatore
Work from Office
About Responsive Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. The AI-powered Responsive Platform is purpose-built to manage responses at scale, empowering companies across the world to accelerate growth, mitigate risk and improve employee experiences. Nearly 2,000 customers have standardized on Responsive to respond to RFPs, RFIs, DDQs, ESGs, security questionnaires, ad hoc information requests and more. Responsive is headquartered in Portland, OR, with additional offices in Kansas City, MO and Coimbatore, India. Learn more at responsive.io . About the Role If you are looking to develop your career in B2B SaaS sales and thrive off of a fast-paced, collaborative culture where you can make an impact, you may be a fit for this position within the Responsive team. Responsive is the leading Strategic Response Management platform on the market. Voted best in class by G2, Software Advice, and rated a top place to work on Glassdoor, working at Responsive is rewarding, challenging, and fun! The Sales Development Representative (SDR) team is the primary driver of new business opportunities at Responsive. Each SDR plays a key role in the lead-to-pipeline process through outbound opportunity generation and inbound lead qualification. The primary focus of an SDR is to introduce qualified prospects to their Account Executive counterparts. Responsive s sales team is a revenue-driving team in a high-growth SaaS company. An effective SDR will understand the company s vision, goals, and strategy. You will maintain up-to-date knowledge of the Response Management market. As a part of the sales development team, you will leverage messaging and collateral, conduct research, and perform multi-channel outreach activities to nurture and qualify leads that will convert to opportunities, and ultimately new customers. SDRs should be comfortable communicating across a variety of channels including email, phone, and social media. Essential Functions Generate qualified opportunities at target accounts with outbound prospecting (80%) Qualify inbound leads (20%) Daily prospecting activities which include but are not limited to cold calling, emails, and social outreach. Develop personalized messaging through research and intent signals. Work closely with Account Executives in a POD environment Conduct qualification and/or discovery calls Track activities in the system of record (Salesforce) Daily work through Outreach sequences to reach prospects Short Description Achieve activity metrics and sales-qualified opportunity goals Schedule product demos for Account Executives Develop market penetration strategy with Account Executives Share market feedback with Account Executives and Sales Development teams Other duties as assigned Long Description Bachelor s degree in Business, Finance or Operations is a plus Minimum of 1 year of experience in related role Experience in B2B sales preferred Knowledge & Skills Familiarity with sales technology including Salesforce CRM, Outreach, LISN, Zoominfo, 6Sense, and Demodesk Comfortable with monthly performance metrics and KPIs such as quotas Experience with account research and developing personalized outreach is a plus! Willing to receive feedback and coaching to improve knowledge, skills, and abilities Optimistic outlook and a great sense of humor are much appreciated!
Posted 2 days ago
2.0 - 5.0 years
2 - 6 Lacs
Noida, Ahmedabad, Gurugram
Work from Office
We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 & 5 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.
Posted 2 days ago
4.0 - 8.0 years
0 - 0 Lacs
bangalore, kochi, coimbatore
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Team Leader Dealing CTC- upto-11 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation and nism 8 certificate is mandatory. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Posted 2 days ago
5.0 - 8.0 years
3 - 4 Lacs
Kolkata
Work from Office
Efficiently execute equity & derivatives trades, provide real-time insights, advise clients on portfolio strategy, risk, and product upgrades (MFs, PMS, AIFs), ensure compliance, and build long-term relationships with tailored financial solutions.
Posted 2 days ago
1.0 - 6.0 years
2 - 4 Lacs
Mohali
Work from Office
Responsibilities: * Manage equity trading activities within the organization. * Collaborate with sales team on client portfolio management. * Monitor market trends and provide insights. * Execute trades through NISM compliance.
Posted 2 days ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Quantsapp Advisor at Quantsapp, you will play a crucial role in engaging users and introducing them to best practices in systematized learning. Your responsibilities will include keeping up with the latest tactical knowledge in options trading and sharing updates with clients, building and maintaining strong relationships with key stakeholders, negotiating and closing deals to achieve sales targets, and staying updated with the latest developments in the options trading industry. It will be essential for you to maintain Key Result Areas (KRAs) for the successful fulfillment of your daily duties. Joining Quantsapp as a Quantsapp Advisor offers you numerous benefits, including continuous and paid on-the-job training in options trading, industry-leading incentives, a work environment with no lead hunting, and exceptional work-life balance with generously paid holidays. To excel in this role, you should possess a proven track record of success in business development or sales roles, strong communication and negotiation skills, knowledge of stock market and options current market trends (which is a plus), the ability to work both independently and as part of a team, a bachelor's degree in business administration or finance, previous experience in options training (an advantage), good exposure to the share market industry, awareness of current market trends, target-oriented mindset, excellent communication skills, and a certification in NISM can be a plus point. Working at Quantsapp will provide you with the opportunity to be part of a company with a solid track record of performance, collaborate with and learn from top talent in the industry, and engage in a role that offers a wide range of learning opportunities.,
Posted 3 days ago
1.0 - 2.0 years
2 - 3 Lacs
Mohali
Work from Office
Stock Market Operations Associate (Calling Profile) Position: Stock Market Operations Associate Location:Mohali | Full-time About the Role: Are you someone who understands how stock market scams unfold? Can you speak confidently with traders, understand their concerns, and help them take the right steps? If yes this role is for you. Were looking for a Stock Market Operations Associate who can act as the first point of contact for victims of trading-related frauds. Your role will be to listen, guide, and coordinate with affected retail traders and work with our internal compliance team to help build strong cases against unethical practices in the market. What Youll Do: Talk to impacted traders to understand how theyve been misled or scammed Collect and document evidence, proofs, transaction records, and broker details Help clients register formal complaints with SEBI, RBI, Cyber Police & other authorities Coordinate internally with our legal & drafting team to prepare complaint submissions Be the bridge between a distressed client and legal action Maintain detailed records of each case and escalate high-risk issues appropriately Who You Should Be: Have 0.5–2 years of experience in client interaction / calling roles (preferably financial services or broking) A strong grip on stock market basics, SEBI rules, F&O scams, tip-selling frauds, and broker misconduct Excellent verbal communication skills in Hindi & English Confident in speaking empathetically yet assertively to clients Comfortable handling sensitive conversations over the phone Organized, detail-oriented and calm under pressure What Makes This Role Unique: You’ll be directly involved in helping people who’ve lost money in the market due to scams You’ll work closely with Cyber, RBI & SEBI-registered compliance experts You’ll gain deep insights into stock market regulations, fraud investigation, and investor protection frameworks Ready to join the fight against financial fraud? Apply now and help restore integrity to India’s capital markets — one case at a time. Call @ 98778 37011
Posted 3 days ago
5.0 - 8.0 years
7 - 17 Lacs
Pune, Chennai, Delhi / NCR
Work from Office
ABOUT IRIS SOFTWARE IRIS Software Inc is a CMMI ML 5 professional software services organization offering high-quality, cost-effective solutions to businesses. It has helped meeting the IT requirements of companies ranging from those among the Fortune 100 to medium-sized firms by utilizing best-of-breed technologies, rapidly deployable solutions and flexible engagement models. With offices in India, USA , Mexico and Canada, we employ 3000+ highly talented professionals and domain experts. We are strategic partners to over 25 Fortune 100 companies and our consistent striving for high customer satisfaction has translated into long-standing relationships and a preferred-partner status with many of our partners. Over 93% of the customers we have worked with have chosen to re-engage with us. IRIS is a quality and security conscious organization and has maintained steady progress in its quality management and information security management programs over the years. Namely Software Process Maturity: Certified to ISO 9001:2008 since 2002 | CMMI ML 5 | ISO 27001:2013 Visit us at www.irissoftware.com Please check the below current position in IRIS Software Senior Quality Engineer Mandatory skills – Domain – Capital market, OR Trading OR Investment Banking. Java, Selenium, API testing. Good Commands on the framework. Any Defect Management Tool (HP ALM, Jira, Putty, Win SCP) • Good financial domain knowledge, Capital Markets. • Experience in OMS (Order Management Systems) • Testing concepts like regression testing, functional testing, mobile web testing, system testing. • Understanding working in Agile Development. • Database Testing- SQL Trading (Trade life cycle , Fixed income , Derivatives , Trades , stocks, futures, bonds, options , swaps) Playwright Work Timing – 12:00 PM to 9:00 PM Location – Hybrid (Noida / Gurugram / Pune /Chennai ) Domain – Financial ( Banking )
Posted 3 days ago
1.0 - 5.0 years
3 - 6 Lacs
Kochi, Vijayawada, Coimbatore
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity 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 an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Posted 3 days ago
0.0 - 5.0 years
1 - 3 Lacs
Bareilly
Work from Office
Responsibilities: * Manage client relationships through regular meetings & communication * Generate revenue through new business acquisition & retention * Acquire new clients & increase market share Provident fund Sales incentives Annual bonus
Posted 3 days ago
2.0 - 7.0 years
5 - 9 Lacs
Pune
Work from Office
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
Posted 3 days ago
3.0 - 8.0 years
3 - 5 Lacs
Kolkata
Work from Office
Role & responsibilities - Share/Stock market dealing. Preferred candidate profile- Has worked as a stock market dealer in euity and derivative market. Perks and benefits- Handsome salary. Immediate Joining.
Posted 3 days ago
1.0 - 5.0 years
2 - 5 Lacs
Hubli, Krishnagiri, 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 3 days ago
0.0 - 5.0 years
1 - 3 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !
Posted 5 days ago
3.0 - 8.0 years
5 - 6 Lacs
Rajahmundry, Visakhapatnam, Guntur
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 5 days ago
1.0 - 2.0 years
0 - 0 Lacs
ahmedabad, gandhidham, jamnagar
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Grduation is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 5 days ago
2.0 - 6.0 years
0 - 0 Lacs
bangalore, chennai, kochi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Key Account Manager Role- Banca Channel sales CTC- upto-4 LPA + incentive + Other benefit Job Description: 1- Acquisition of New Corporates and thereby salary accounts and Cross selling of TPP 2- Maintaining relationships with the department heads / contact people at a corporate level. 3- Penetration in empanelment relationships acquired. 4- Ensuring salary credits in all salary accounts sourced. 5- Meeting monthly sales targets for salary accounts as well as TPP's. Job Requirements: 1-Should have 3-4 years or plus of sales experience in banking. Preferably corporate sales. 2-Knowledge of mapping Key accounts. 3- Local Market knowledge. Kindly reply with an updated CV at apex.mitalihr@gmail.com if you are interested in the mentioned Job Role, you can call also on 8112416630.
Posted 5 days ago
1.0 - 2.0 years
0 - 0 Lacs
ahmedabad
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Digital business- Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio & give appropriate advice 8) Responsible to ensure all activities are in adherence as per Compliance & Risk. 9) Assist in increasing depth in existing relationships 10) Graduation and nism 8 is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 5 days ago
2.0 - 5.0 years
3 - 5 Lacs
New Delhi, Lucknow, Jaipur
Work from Office
Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in
Posted 5 days ago
1.0 - 5.0 years
0 - 0 Lacs
bangalore, kochi, chennai
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/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. Relationship Manager ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.
Posted 5 days ago
2.0 - 7.0 years
3 - 7 Lacs
Lucknow, Jaipur, Delhi / NCR
Work from Office
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
Posted 5 days ago
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