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4.0 - 9.0 years
6 - 11 Lacs
noida
Work from Office
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 ...
Posted 4 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
chennai
Work from Office
• 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
Posted 4 weeks ago
1.0 - 3.0 years
2 - 3 Lacs
navi mumbai
Work from Office
Hiring: Online Dealing Desk Executive Navi Mumbai (Turbhe) | 2–3.5 LPA | Day Shift | Sat (Alt) & Sun Off | Exp: Min 6 months Role: E-Margin activation, revenue calls, cross-sell, new a/c activation & reactivation Required Candidate profile Graduates with exp in Online Dealing desk NISM certified can apply Resident of Navi Mumbai
Posted 4 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 4 weeks ago
1.0 - 5.0 years
0 - 0 Lacs
bangalore, delhi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- Upto- 5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them. REQUIREMENT: A Graduate Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. NISM 16 certificate. Kindly reply with an updated CV on apex.shivprabhahr@gm...
Posted 4 weeks ago
1.0 - 3.0 years
0 - 2 Lacs
mumbai
Work from Office
Job Description Designation: Trading & Branch Operations Executive Location: Share India Securities Ltd. Kandivali West, Mumbai 400067 Job Profile: We are looking for an MBA graduate (fresher or experienced) with strong stock market knowledge for the role of Trading & Branch Operations Executive. The selected candidate will be responsible for: • Executing trades on behalf of the Director in equity and derivatives • Monitoring stock markets and preparing basic reports • Managing daily operations of the branch including coordination and administration • Ensuring smooth functioning of trading and support activities Requirements: • MBA (any specialization Finance preferred) • Strong knowledge of...
Posted 4 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.pragati@gmail.com if ...
Posted 4 weeks ago
2.0 - 7.0 years
0 - 0 Lacs
pune, lucknow, mumbai city
On-site
Position Overview We are seeking a dynamic and results-driven Relationship Manager / Wealth Manager to join our esteemed organization. This role is pivotal in managing and enhancing client relationships while providing expert guidance on wealth management solutions. The ideal candidate will possess a strong background in financial services, particularly in high-net-worth individual (HNI) sales and investment strategies. With an annual salary of 6,00,000, this full-time position offers an exciting opportunity to work in a collaborative environment across multiple locations including Lucknow, Mumbai City, Delhi, and Pune . Key Responsibilities Develop and maintain strong relationships with hig...
Posted 1 month ago
2.0 - 5.0 years
0 - 0 Lacs
chandigarh, ludhiana, jalandhar
On-site
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 ...
Posted 1 month ago
2.0 - 5.0 years
0 - 0 Lacs
noida, delhi, faridabad
On-site
Dear Candidate, Greetings From APEX SERVICES Role- Equity Dealer CTC- upto-5 LPA Skills && Knowledge 1. Graduate / Post graduate with overall experience of 3-4 yrs, with minimum 1 -2 yrsexp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking && relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash && NISM Currency Derivatives. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
bangalore, chennai, hyderabad
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role-EquityDealer CTC- upto- 6 LPA + incentive + Other benefit BranchDealing ROLES& RESPONSIBILITIES: Execute buy and sell orders for clients in the stock market Provide financial advice and recommendations on investment strategies Monitor market trends, economic news, and company announcements to identify potential investment opportunities Conduct research and analysis on companies and industries to make informed investment decisions Maintain accurate records of clients' transactions and investment portfolios Build and maintain strong relationships with clients, understand their investment goals, and...
Posted 1 month ago
7.0 - 12.0 years
0 - 0 Lacs
bangalore
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Cluster Dealing Head/ Unit Head CTC- upto- 13 LPA + incentive + Other benefit Roles and Responsibilities: Team handling Experience minimum 1 to 3 years To achieve healthy revenues without compromising on client's profitability. Equity Proven experience as a Client Relationship Manager. TPP (Third Party Product) sell to customers Handle Inbound & Outbound calling Team Training new employee Strong Product Knowledge For Unit Head Profile have to manage around 4-5 branches in a region. Requirements: Graduate or Postgraduate. Dealing / Equity Market/ Finance Knowledge. Dealing & Sales. Built strong relationship with client. Presentable. ...
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
noida, delhi, meerut
On-site
Greetings from "APEX SERVICES" Role- Equity Advisor CTC- Upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE /BSE terminals. 2) Drive higher trading volumes and ensure frequent client activity. 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. 7) Graduate / Post graduate with minimum 1 yr exp in Equities. 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 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
coimbatore, kochi, shimoga
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role-EquityDealer CTC- upto- 6 LPA + incentive + Other benefit BranchDealing 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 graduatewith minimum 1yr 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 1 month ago
1.0 - 2.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Customer Service CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilitioes:- 1) Working towards resolution of customer concerns and closing loop with customers 2) Attending to cases from USK Desk / MDs Desk / Other Senior Management of the Organisation 3) Liaise with Department / Division Heads and be a customer advocate in resolving the cases 4) Work on the Root Cause of the Concern and ensure necessary changes are suggested to ensure the issue is fixed and so the same or another customer does not face a similar issue with us. 5) Graduation is mandatory Kindly reply with an updat...
Posted 1 month 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 & g...
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
bangalore, ernakulam, kochi
On-site
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Banca sales CTC- up to-4 lpa+ incentive + Other benefit KEY RESPONSIBILITIES AND ACCOUNTABILITIES Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Channel custome...
Posted 1 month ago
2.0 - 5.0 years
2 - 5 Lacs
Delhi, India
On-site
Job Summary: We are looking for a dynamic and result-oriented Mutual Fund Sales / Client Relationship Manager to drive client acquisition and foster long-term relationships. The ideal candidate will have a strong understanding of mutual fund products and a passion for delivering excellent client service while consistently achieving sales goals. Key Responsibilities: Client Acquisition: Identify and acquire new clients interested in mutual fund investments. Relationship Management: Build, manage, and deepen relationships with existing clients by understanding their financial goals and providing suitable solutions. Sales Performance: Achieve and exceed assigned sales and business development t...
Posted 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
noida, kanpur, lucknow
On-site
Greetings from "APEX SERVICES" Designation- Dealer Role- Banca channel Dealer C TC- upto-4.5 LPA ROLES & RESPONSIBILITIES: 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 provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker Kindly reply with updated CV on ape...
Posted 1 month ago
4.0 - 8.0 years
0 - 0 Lacs
delhi
On-site
Greetings from "APEX SERVICES" Designation- HNI Sales CTC- upto-18 LPA + incentive + other benefit HNI SALES ROLES & RESPONSIBILITIES: - 1- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2- Maintaining client relationships and generate AUM from preferred clients. 3- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4- Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5- To research, investigate and update them on available investment opportunities/financial market t...
Posted 1 month ago
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 ...
Posted 1 month 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 ...
Posted 1 month 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 indi...
Posted 1 month 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...
Posted 1 month 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 lookin...
Posted 1 month ago
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