338 Shares Jobs - Page 14

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Job Position: Field Sales Loan Officer (Home Loan ) Experience: Fresher Can Apply Salary: 15,000 Work: Open Market Lead Generation and close it in banks Qualification: AnyGraduate Required Candidate profile Identify and target potential clients for business loans through channel partners/open market sourcing

Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can directly come to office for walk in interviews and can also refer your friends/Colleagues as well.

Hiring Relationship Manager Key Responsibilities: Build and maintain strong relationships with existing and prospective clients Understand client needs and offer tailored solutions and services Drive revenue growth through up-selling and cross-selling Achieve monthly sales targets and contribute to team goals Ensure a high level of client satisfaction and retention Maintain regular communication and follow-ups with clients Prepare sales reports and provide market feedback Requirements: Graduate in any discipline 2 to 4 years of experience in sales, client servicing, or relationship management (preferably from BFSI or related sectors) Excellent communication and interpersonal skills Strong negotiation and problem-solving ability Self-motivated with a results-driven approach Why Join Us? Growth-oriented environment Attractive incentives and career development opportunities Supportive team culture Apply Now! Reach out to Nisha P (HR) at +91 9904750213 for more details.

Looking for a Graduate in Commerce with MBA Finance, Knowledge of complete Accounting process in Tally, Finance & Investing, Capital Market, Mutual Funds, Share, Expertise in Excel & Word,. Export documentation, Required Candidate profile MIS Reports, MS Office, Proficient in Share Market/Mutual Fund, SEBI, P&L Statement, Balance Sheet, Good in English, Communication & Analytical Skills,

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

Immediate Requirement - Relationship Manager / BDE Demat selling - Cross selling of products Like SIP, Insurance, Demat, Mutual Fund Need to maintain relations with his clients and with the team members. Job Location: Borivali Mumbai Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives

Job Position: Credit Loan Officer (Home Loan / Credit Cards / PL / BL) Experience: 1 year BFSI Can Apply Salary: 20,000 Work: Open Market Lead Generation and close it in banks Qualification: AnyGraduate Required Candidate profile Identify and target potential clients for business loans through channel partners/open market sourcing

Job Position: Credit Loan Officer (Home Loan / Credit Cards / PL / BL) Experience: 1 year BFSI Can Apply Salary: 20,000 Work: Open Market Lead Generation and close it in banks Qualification: AnyGraduate Required Candidate profile Identify and target potential clients for business loans through channel partners/open market sourcing

About The Role The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Associate Process Manager Roles & responsibilities: Experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc Escalate issues to client and internal managers to bring issues to their attention promptly Independently handle clients and client calls"“ establish self as a valued partner Help knowledge management endeavour by sharing process knowledge and best practices within the teams Have a thorough understanding of the clients business and related parties to monitor clients activities for unusual transactions Functional & Technical Skills: Bachelor's Degree in B. Com /BBM or Masters Degree in M.Com/MBA/PGDM 3 to 5 years of experience in handling a team of a minimum of 20 members with experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 6 to 10 years

Roles and Responsibilities Manage sales performance by achieving targets through direct sourcing channels (DSA & DST). Develop new business opportunities through open market and salary loans. Required Candidate profile Any graduate fresher can apply direct company payroll To clear any confusion direct contact on : 9099110367 HR Srushti

Summary This role is for Hedge Fund & Private Equity Industry which includes functions like Subscription, Redemption, AML, Payment, Reporting, Capital Call, Distribution Call etc. The incumbent needs to understand the laws of the region supported and perform day to day work in accordance with procedure set for an activity. The role needs to work in rotational shift and there would be shifts starting at 2 PM. ESSENTIAL DUTIES AND RESPONSIBILITIES This role offers the opportunity for the successful candidate to join a dynamic team and to develop their knowledge and skills base to enjoy a career in Investor Services in the Funds industry. Receive and process investor transaction documents in accordance with fund documentation requirements such as subscriptions, redemptions, switches, and transfers Maintain capital activity tracking report and distribute report to the client(s) on a periodic basis Ensure accurate and timely system output and delivery of client / investor reporting Complete and maintain AML requirements for all investor transactions Provide money movement notification to the client(s) and prepare wire instructions for money movement for fund investor activity Work on Capital Calls & Distribution Calls of Private Equity Investors Serve as client operational contact for investor servicing and maintain good relationship with clients. Query, problem and error resolution on a timely basis Develop knowledge of performance calculations (equalization and series of shares) Maintain a good working relationship with external clients as well as with internal relationship managers and other business units Strictly adhere to established departmental procedures and controls Work on Projects / Ad-hoc tasks as required Demonstrate team player qualities within Investor Services Contact investors for whom there are outstanding AML / Tax requirements Understand the risk factors of activity performed in the function and raise any possible undocumented risk in the function. Post which takes part of discussion with internal and external stakeholders to form controls to mitigate the risk, if required. Provide Coaching / Training to team member/members as appropriate and according to the specific needs of the individual and group. Support Team leader in managing Team by providing support in managing SLA, Deadlines, Training, Huddles and Quality Issues. Drive, Suggest and Identify process improvements that positively impact efficiencies, quality standards and customer experience across the business Conduct Floor Sessions for Team on Quality improvement, Risk Management, Update / Changes in process. Human skills and abilities Strong analytical and investigative skills. Attention to detail and accuracy. Excellent communication and interpersonal skills. Proficiency in MS Office and familiarity with Hedge & Private Equity software tools. Willingness to work in Rotational Shifts & any department within Investor Services & AML team Demonstrate team player qualities within Investor Services Governance & Risk To assist with query handling, quality error analysis, identify root cause and help with solutions to close the gaps. Provide periodic reports to Manager on team performance Education A Bachelors or master’s degree in business or finance Or Banking related discipline from a reputed College/University. Experience 3-6 years of experience in Investor Services. Work timings Shift starting at 2 PM

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371