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2.0 - 6.0 years
2 - 6 Lacs
kanpur, lucknow, delhi / ncr
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...
Posted 2 weeks ago
2.0 - 6.0 years
2 - 6 Lacs
ludhiana, chandigarh, hisar
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...
Posted 2 weeks 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 2 weeks ago
5.0 - 8.0 years
30 - 35 Lacs
bengaluru
Work from Office
Responsible for revenue and profitability targets in defined region of Western India Responsible for key account management, new customer development, receivables (DSO), increase market share, market intelligence and competitor knowledge Manage and develop effective distribution network Responsible for new opportunity generation, driving business opportunities and converting them into business Responsible for the effective promotion of assigned products Maintain current knowledge of the marketplace through regular contact with customers and distributors Map the business potential & growth opportunities Produce an annual sales plan encompassing all strategies pertinent to territory growth Mai...
Posted 2 weeks ago
4.0 - 5.0 years
6 Lacs
hyderabad
Work from Office
As a Product Sales Manager for Trade Forex (TFX) and Foreign Exchange Services (FES), you will be responsible for driving business growth across a cluster of branches or a specific business segment such as Privy, Wealth, WCG, or Corporate Salary Your core objective will be to identify and capitalize on trade and forex opportunities, enhance product penetration, and ensure high service standards across channels This role demands a strategic mindset, strong analytical capabilities, and the ability to collaborate with multiple stakeholders You will be expected to support branches in achieving their TFX targets, provide market intelligence, and contribute to product development through feedback ...
Posted 2 weeks ago
0.0 - 2.0 years
1 - 3 Lacs
mumbai, mumbai suburban
Work from Office
- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply
Posted 2 weeks ago
3.0 - 8.0 years
11 - 15 Lacs
kolkata, mumbai, bengaluru
Work from Office
Roles & Responsibilities Accountable for achieving sales goals through the acquisition of new customers and expansion of product lines within the existing customer base. Schedule appointments across the assigned territory (primarily doctors) and engage with both new and existing customers to grow market share. Deliver product presentations and demonstrations to generate interest in surgical solutions and drive adoption. Maintain regular and consistent contact with channel partners to strengthen business relationships and ensure alignment on sales objectives. Execute product promotion activities in line with corporate marketing strategies. Manage administrative responsibilities, including cla...
Posted 2 weeks ago
4.0 - 7.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Trade Processing operation CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Upload Trade File NSE/BSE, Processing Trades in Back Office 2) Billing/ Processing of Trades 3) Contract Note / Daily Margin Statement - DMS Dispatched 4) Position File upload processing 5) Client Margin Reporting - MG13 to the Exchange 6) MCX Trade Processing 7) Margin Trade Funding- MTF Book Handling/ Processing 8) MTF / CUSPA Pledge & Un-pledge request 9) RMS / EOD Process in Back Office System 10) Generate & checking Logs of Contract Note / DMS 11) Grduation is mandatory Kindly reply with a...
Posted 2 weeks ago
0.0 - 3.0 years
0 Lacs
thane, maharashtra
On-site
**Job Description:** **Role Overview:** As an Equentis (versant 5) Share Market (TC0FF RM 3374) professional, you will be required to have a graduate degree and a minimum of 6 months of experience in sales within the share market domain. Your role will involve working in day rotational shifts from 8 am to 8 pm within specified windows, with Sundays being a fixed off day. **Key Responsibilities:** - Graduate degree is mandatory - Minimum 6 months of experience in sales within the share market - Work in day rotational shifts from 8 am to 8 pm - Ensure adherence to specified work windows - Enjoy fixed Sundays off **Qualifications Required:** - Graduate degree - At least 6 months of experience i...
Posted 2 weeks ago
0.0 - 5.0 years
1 - 3 Lacs
pune
Work from Office
Job Title: Financial Advisor / Client Servicing Executive Company: PGP Finance Location: Dhanori Pune (Onsite No work from home) Experience: 05 Years (Freshers and Experienced Both Welcome) Employment Type: Full-time About the Role: PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This role involves client servicing, telecalling, and portfolio management across insurance and mutual fund products. For fresher trainning will be provided. Key Responsibilities: Interact with clients to understand their financial needs and recommend suitable investment or insurance products (Life, Health, SIPs, Mutual Funds, etc.). Handle...
Posted 2 weeks ago
2.0 - 7.0 years
1 - 2 Lacs
greater noida
Hybrid
1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925
Posted 2 weeks ago
0.0 - 1.0 years
1 - 6 Lacs
pune
Work from Office
- Training in fundamental, technical, and practical stock market concepts - Live market sessions and hands-on terminal exposure Internship with a Fixed 10,000 stipend - Placement support in roles like Finance Analyst, Equity Dealer, Research Associate
Posted 2 weeks ago
1.0 - 6.0 years
0 - 0 Lacs
bangalore, chennai, kochi
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Banca Sales CTC- upto- 4 LPA + incentive + Other benefit Roles & Responsibilities: - 1 . Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base....
Posted 2 weeks ago
6.0 - 10.0 years
18 - 20 Lacs
mumbai
Work from Office
The role is responsible for achieving annual sales targets within the assigned territory by driving channel growth, developing the sales team, enhancing customer engagement, and ensuring strong process compliance. Key Responsibilities: Achieve sales targets across Dental Clinics, Institutions (Colleges & Hospitals), and Resellers within the assigned region. Identify, pursue, and convert new business opportunities; maintain accurate opportunity pipelines in CRM. Execute sales and marketing programs in collaboration with Marketing and Regional Sales teams to accelerate category growth. Build and sustain long-term relationships with key customers to ensure repeat business and product penetratio...
Posted 2 weeks ago
2.0 - 4.0 years
3 - 6 Lacs
madurai, shimoga, chennai
Work from Office
Job Title: Equity Dealer|| 5Days working - On Role Direct Responsibilities: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Gi...
Posted 2 weeks ago
2.0 - 7.0 years
1 - 2 Lacs
greater noida
Hybrid
1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
bhubaneswar, kolkata, patna
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. ...
Posted 2 weeks ago
1.0 - 2.0 years
3 - 7 Lacs
tiruppur, chennai, bengaluru
Work from Office
DailyGong By MSE Financial Service Limited JOB DESCRIPTION Job Title Relationship Manager. Roles & Responsibilities: Meeting existing clients for enhancing client relationship. Execute the orders on behalf of clients and operating stock trading terminals. Confirmations of trade done by EOD. Update Client about their Position. Solving Queries of the customers. Accurate &timely execution of orders on terminal. Should be ready to do inside sales after market hours (sales of Demat accounts). Looking for Immediate joiners.
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
chennai
Work from Office
. Responsible to conduct meeting with prospects on daily basis to generate new business .Identify and target potential prospects through engaging demonstrations and presentations of the software .Regular follow-ups with the prospects
Posted 2 weeks ago
1.0 - 6.0 years
0 - 0 Lacs
noida, delhi, kanpur
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE/BSE terminals. 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 Certificate is mandatory. 6) Prior experience of working in a similar set up preferred. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 2 weeks 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 2 weeks ago
1.0 - 5.0 years
0 - 0 Lacs
lucknow, kanpur, allahabad
On-site
Job description Dear Candidate, Greetings From APEX SERVICES Designation - Equity Dealer/Deputy Manager or Assistant manager CTC- UPTO 5.00 LPA+INCENTIVE Job Role 1. To ensure active management of clients & achieve the target active AUM 2.To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3.To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4.To achieve healthy revenues without compromising on client profitability 5.To have clear focus on client mining 6.To conduct regular Client Meetings & update the same in the meeting tracker 7.To attain maximum reach of investmen...
Posted 2 weeks ago
2.0 - 6.0 years
4 Lacs
siliguri
Work from Office
Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off
Posted 2 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
noida, new delhi
Work from Office
Role Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning.The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting.Key Responsibilities1. Inve...
Posted 2 weeks ago
4.0 - 8.0 years
25 - 30 Lacs
mumbai, navi mumbai
Work from Office
Maintain and expand the account portfolio and Dow presence in the region. Managing entire Pan- India, Sri Lanka ,Pakistan, Bangladesh ,Nepal. Understand the customer needs to differentiate Dow and gain share market. Search new product development opportunities within the market. Maintain customer relationships and expand network to different levels within a customer s organization. Execute sales marketing plan, delivering in volume and value. Develop the sales plan aligned to the marketing plan in coordination with other functions. Develop sales forecasts in coordination with Production and Supply Chain. Collects and utilizes market intelligence to shape sales plan. Get and analyze data to t...
Posted 2 weeks ago
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