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1.0 - 5.0 years
1 - 3 Lacs
pune
Work from Office
Responsible to manage team of Dealers generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short / medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To ensure team achieves the assigned target on the web bases revenues as well as on the activation of the clients. Provide regular updates to the immediate superior as and when required with regulatory developments as and when needed
Posted 3 days ago
0.0 - 4.0 years
1 - 2 Lacs
bengaluru
Work from Office
Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...
Posted 3 days ago
0.0 - 4.0 years
1 - 2 Lacs
mumbai
Work from Office
Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...
Posted 3 days ago
1.0 - 4.0 years
2 - 3 Lacs
jaipur
Work from Office
Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...
Posted 3 days ago
0.0 - 4.0 years
1 - 2 Lacs
ranchi
Work from Office
Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...
Posted 3 days ago
1.0 - 4.0 years
4 - 7 Lacs
surat
Work from Office
Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills
Posted 3 days ago
3.0 - 7.0 years
2 - 3 Lacs
kolkata
Work from Office
To manage a team of dealers and drive business through them. To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new client acquisition, building new relationships and increasing depth in ex...
Posted 3 days ago
2.0 - 6.0 years
7 - 10 Lacs
mumbai
Work from Office
Managing 150 to 200potential leads of customers per day. Should have completeknowledge about MF,EQUITY Good communicationskills. Sharing investmentideas to the clients based on their needs. Generating revenueswithout compromising on clients risk and profitability. Should develop knowledge of market news, financial trends andcurrent affairs. Analyze customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk
Posted 3 days ago
1.0 - 4.0 years
2 - 3 Lacs
mumbai
Work from Office
Responsible for activating Commodity clients and generate targeted revenue (connect with 70-80 clients on phone daily). Assisting newly opened client in the commodity market Placing orders on behalf of clients based on client request. Requirements: NISM 16 NISM 1 certification is required
Posted 3 days ago
1.0 - 5.0 years
3 - 7 Lacs
mumbai, ahmedabad
Work from Office
Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills
Posted 3 days ago
1.0 - 4.0 years
2 - 3 Lacs
ahmedabad
Work from Office
Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module
Posted 3 days ago
1.0 - 5.0 years
1 - 3 Lacs
kolkata
Work from Office
Responsibleto manage team of Dealers generate brokerage primarily through advisingclients on their equity portfolio for long term investments as well aspositional trading ideas in stocks for short / medium term. Develop andmaintain a long-term relationship with customers to maintain a high level ofretention of the existing customer and also focus on generating new business. To ensureteam achieves the assigned target on the web bases revenues as well as on theactivation of the clients. Provideregular updates to the immediate superior as and when required with regulatorydevelopments as and when needed
Posted 3 days ago
1.0 - 5.0 years
3 - 6 Lacs
nagar, chennai
Work from Office
Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills
Posted 3 days ago
3.0 - 4.0 years
2 Lacs
bengaluru
Work from Office
Equity Dealer - Bangalore Job Description Equity dealer Department : Trading Experience : 1-2 Location : Bangalore Apply
Posted 5 days ago
6.0 - 10.0 years
14 - 20 Lacs
mumbai
Work from Office
Hiring: Company Secretary | Dadar, Mumbai Zenplus is looking for a qualified/ Semi Qualified and experienced Company Secretary to join our dynamic team at Dadar, Mumbai (walking distance from Parel/Prabhadevi stations). Position: Company Secretary Experience: 6-10 years Location: Dadar, Mumbai Key Responsibilities Governance & Compliance Ensure compliance with Companies Act, SEBI, and other regulations Maintain statutory registers and company records Handle RoC and other regulatory filings Board & Legal Support Schedule and coordinate Board/Committee meetings Prepare agendas, draft accurate minutes, and follow-up on approvals Advise the Board on legal and regulatory matters Corporate Filings...
Posted 6 days ago
2.0 - 6.0 years
4 - 9 Lacs
varanasi
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 6 days ago
2.0 - 6.0 years
4 - 9 Lacs
ahmedabad
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.
Posted 6 days ago
5.0 - 8.0 years
5 - 15 Lacs
kolkata
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) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 6 days ago
2.0 - 6.0 years
4 - 9 Lacs
surat
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 6 days ago
5.0 - 10.0 years
10 - 15 Lacs
mumbai
Work from Office
1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...
Posted 6 days ago
5.0 - 9.0 years
5 - 15 Lacs
ahmedabad
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) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur...
Posted 6 days ago
5.0 - 10.0 years
5 - 15 Lacs
ahmedabad
Work from Office
1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Experience: 1) 5 - Years in...
Posted 6 days ago
5.0 - 8.0 years
5 - 15 Lacs
mumbai
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) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 6 days ago
2.0 - 6.0 years
4 - 9 Lacs
ahmedabad
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 6 days ago
5.0 - 9.0 years
4 - 6 Lacs
surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 6 days ago
 
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