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5.0 - 10.0 years
8 - 15 Lacs
kolkata, new delhi, bengaluru
Work from Office
1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Advise clients on which scripts to Buy Sell Hold, basis company's Research Report and own market knowledge. 3)Update clients for orders and trade on the recorded line. 4)Maintain active clients as per the defined norms. 5)Activate dormant clients. 6)Ensure resolution of clients query. 7)Maintain records of business on internal software. 8)Liaison with branches for revenue generation and query resolution 9)Follow guidelines of Risk management and Settlement 10)Ensure compliance as per various regulator and organization guidelines. 11)Acquire quality PCG clients through networking, database, market intell...
Posted 2 weeks ago
7.0 - 12.0 years
12 - 15 Lacs
kolkata
Work from Office
SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...
Posted 2 weeks ago
7.0 - 12.0 years
5 - 15 Lacs
kolkata, ahmedabad, surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & e...
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
lucknow, uttar pradesh
On-site
As a leading Financial Services and Wealth Management company, you are looking for individuals who are passionate about developing business strategies and are committed to delivering high-quality services to customers. If you have a minimum of 2-3 years of sales experience in Broking Firm, Share Trading, Life Insurance, or General Insurance, you are invited to join the team of enthusiastic and energetic professionals. - Develop business strategies admired and respected for their services, values, and vision. - Minimum 2-3 years of sales experience in Broking Firm, Share Trading, Life Insurance, or General Insurance. - Develop innovative products and services to empower customers. - Provide i...
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
ludhiana, punjab
On-site
As a Senior Executive / Manager in Investments at our company in Ludhiana, your main responsibilities will include: - Having a strong understanding of Share trading, Mutual Funds, and Portfolio Management while ensuring compliance with SEBI guidelines. - Monitoring and overseeing daily operations concerning Investments transactions. - Building and maintaining relationships with brokers, depositories (NSDL/CDSL), and regulatory authorities. - Compiling and reviewing MIS reports on stock transactions and investments. - Managing audits associated with Investment transactions. - Identifying risks related to Investments and implementing strategies for mitigation. Qualification Required: - CA/CA I...
Posted 2 weeks ago
1.0 - 5.0 years
4 - 6 Lacs
mehsana, new delhi, ahmedabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 3 weeks ago
3.0 - 7.0 years
3 - 5 Lacs
ahmedabad
Work from Office
The ideal candidate would be a self-starter, energetic, eager to learn and passionate about delivering best in service experience to our clients. Prior work experience in broking industry would be considered as an advantage. Roles and Responsibilities Expanding the reach of Pravin Ratilal by bringing in more clients and serving the existing clients with best in service. Monitoring & tracking order execution in NSE, BSE and Derivatives to ensure the best possible price for the clients. Co-ordinate with clients for their trades in the Cash and Derivatives segment. Regular follow up of the clients and resolution of any of their queries. Advising clients on the various Products and Services offe...
Posted 3 weeks ago
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
lucknow
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
chennai
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
ludhiana
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
madurai
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
bengaluru
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
hyderabad
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
kolkata
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
ahmedabad
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
pune
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
pune, mumbai (all areas)
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
kolkata, indore, ahmedabad
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
madurai, hyderabad, bengaluru
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
ludhiana, chennai, bengaluru
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 3 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
noida, lucknow, delhi / ncr
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 3 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
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 3 weeks ago
4.0 - 6.0 years
0 Lacs
kozhikode, kerala, india
On-site
Job description Key Responsibilities: - To identify potential clients and follow up regularly to grow the customer base. To use Trading Terminals to place and manage share market orders accurately. Focus on acquiring new clients to increase business volume. Manage all day-to-day activities at the branch to ensure smooth functioning. Follow all company policies and trading regulations. Skills & Requirements: - Strong communication and people skills to interact effectively with clients and team member. Ability to work independently and handle multiple responsibilities. Good knowledge of financial products and share trading. Must hold a valid NISM certification relevant to trading and market op...
Posted 3 weeks ago
10.0 - 20.0 years
15 - 25 Lacs
pune, ahmedabad, mumbai (all areas)
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 4 weeks ago
 
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