1202 Shares Jobs - Page 3

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 Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

1) Experienced professionals in Acquiring and Trading for HNIs' & UHNI's 2) Capable of acquiring Big Ticket margin (min. 1 Lac margin) 3) Capable of servicing & leveraging relationship with HNI clients 4) In-depth Knowledge about trading in Derivatives 5) Have a strong & disciplined approach to Sales 6) To work in a compliant and diligent manner. 1) 2 To 3 Years in Stock Broking Industry. 2) The candidate should have client base and willing to do trading along with Demat account opening too. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location - Mumbai,Ahmedabad,Nagpur,Pune,Hyderab...

- Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

We are looking for a highly skilled and experienced Store Assistant/Executive to join our team in the hospitality industry. The ideal candidate will have a strong background in store management and excellent customer service skills. Roles and Responsibility Manage daily store operations, including opening and closing procedures. Maintain accurate inventory records and ensure stock levels are up-to-date. Provide exceptional customer service by responding to customer inquiries and resolving issues promptly. Collaborate with other departments to achieve sales targets and improve overall performance. Implement visual merchandising strategies to enhance store appearance and attract customers. Ana...

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.

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 ...

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...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book 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), Insurance. 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 &...

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...

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...

As an Account Manager (RM) at our company, your main role will be to cold-call customers and introduce them to trading in stocks, commodities, and forex market. You will be responsible for calling potential customers, following up to close sales, providing excellent pre-sale and post-sale service, and maintaining customer portfolios through regular follow-ups. It is essential to have a good knowledge of the stock market and excellent communication skills. Additionally, you will be updating the call sheet once the calls are completed. Key Responsibilities: - Cold-calling customers to introduce trading in stocks, commodities, forex, etc. - Calling potential customers and following up to close ...

>Client acquisition and retention >Portfolio management and growth >Cross-selling financial products and services >Market research and advisory support >Meeting sales targets and business KPIs >Coordination with internal teams and compliance Required Candidate profile Graduate with experience in Client acquisition & Client Relationship management #Sales, #Business development, #Leads generation, #retailsales, #B2C, #equity, #crosssell, #TPP, #thirdpartyproduct Perks and benefits Best in the industry

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

As an Account Manager (RM) at our company, your role will involve cold-calling customers to introduce them to trading in stocks, commodities, forex, and other financial markets. You will be responsible for calling potential customers, following up to close sales, and providing excellent pre-sale and post-sale service. Additionally, maintaining customer portfolios through regular follow-ups and updating the call sheet are crucial aspects of your responsibilities. Key Responsibilities: - Cold-calling customers to introduce them to trading in stocks, commodities, forex, etc. - Calling potential customers and following up to close sales. - Providing excellent pre-sale and post-sale service. - Ma...

As a Relationship Manager Female (indoor), your role involves working as a Relationship Manager and requires fluency in English along with knowledge of Stock Market, Shares, Commodity, and Forex Market. Your responsibilities include: - Cold-calling customers to introduce them to trading in stocks, commodities, forex, etc. - Calling potential customers and following up to close sales - Providing excellent pre-sale and post-sale service - Maintaining customer portfolio through regular follow-ups - Updating the Calls sheet once the calls are completed Qualifications required for this position are: - Minimum 3 years of experience in Sales or Tele Sales, preferably in the field of stock market/in...

Investment / AMC / Asset Management Location --Pranita – Recruitment & Business Development Endeavour Consultancy Services & Solutions Pvt. Ltd. 84596 91545 | 9699545929 Required Candidate profile Good financial modelling and valuation skills Knowledge of risk management and portfolio theory Good written & verbal communication skills; ability to prepare clear reports & presentations

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 Location: Chandigarh , Mumbai , Chennai , Hyderabad , Bengaluru , Kolkata , Delhi Keywords investment products,sales,wealth management,relationship management,investment advisory,mutual funds,private banking,finance,cross selling,port...

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, 1) 5 - Years in a Commodity...

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 clientsn with minimum investment potention Rs.25 Lac through networking, database, market intelligen...

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...

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 Location- Surat , Ahmedabad , Varanasi , Chandigarh , Mumbai , Chennai , Hyderabad , Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). P...

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 Keywords investment products,sales,wealth management,relationship management,investment advisory,mutual funds,private banking,finance,cross selling,portfolio management,business development,investment banking , shares , hni , portfoli...

About Enrich Money Enrich Money is a forward-thinking Wealth-Tech firm driving smart investments through its proprietary ORCA platform , available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL , we empower investors with seamless access to multi-asset investment opportunities while delivering innovative solutions that bridge financial gaps. Job Summary We are looking for an experienced and passionate Trainer Stock Market to join our Learning & Development Department . The ideal candidate will play a key role in educating, mentoring, and inspiring learners by simplifying complex financial concepts and fostering financial literacy among investors and professionals. This rol...

Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.

Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.