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5.0 - 10.0 years
5 - 6 Lacs
asansol, west bengal, india
On-site
Geojit Financial Services Ltd. Job Description Job title Functional Designation Branch Head Department Branch Sub-Department NA Reporting to Regional Manager Employment Type Probation? Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post- holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified ...
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the ...
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
nagpur
Work from Office
Equity dealer PRIMARY JOB RESPONSIBILITIES Key Responsibilities Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. Adv...
Posted 2 weeks ago
0.0 - 3.0 years
2 - 3 Lacs
noida, indore, thane
Work from Office
Direct sales of demat accounts (Opening) and margin collection for equity, commodity and currency for Sharekhan Revenue generation through brokerage To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Handle and manage HNI clients Cross-Sales (Stock Market - Training products) For Thane Location - It will be International Advisory process (Forex/KLSE) Required Qualifications, Experience & CTC: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Exp 0 to 3 Years || Salary: 13,000 to 30,000 Required skill set: In-depth ...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
noida, new delhi, delhi / ncr
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh/Connaught Place) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge ...
Posted 2 weeks ago
2.0 - 4.0 years
4 - 5 Lacs
gorakhpur, uttar pradesh, india
On-site
Geojit Financial services Ltd Designation-Equity Dealer ctc -upto 5 lpa Core Responsibilities: Trade Execution: Equity dealers are responsible for executing buy and sell orders for clients, ensuring timely and accurate order placement and execution in the stock market. Client Advisory: They provide investment advice to clients based on market analysis and research, helping them formulate investment strategies and achieve their financial objectives. Portfolio Management: Equity dealers assist clients in managing their investment portfolios, making adjustments as needed and monitoring performance. Market Analysis: They conduct research and analysis of market trends, stocks, and economic develo...
Posted 2 weeks ago
3.0 - 8.0 years
2 - 6 Lacs
mumbai
Work from Office
To prepare reconciliations: Bank reconciliations, reconciliation between balances of MCXIPF with MCX.•To liaise with the statutory auditor / Tax Consultant for audit filing of theannual accounts, Return, Form 10 and 10B as per Income Tax Act. Required Candidate profile Tax matters of IPF & ESOP ,TDS, demand, return filing.Govt Securities, PSU Bonds, Fixed Deposit maturity, 8% Taxable bonds and investing the surplus funds.handle accounts payables.SEBI Queries
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
nashik, ratnagiri, mumbai (all areas)
Work from Office
Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-40
Posted 2 weeks ago
3.0 - 8.0 years
3 - 6 Lacs
madurai, tiruchirapalli, coimbatore
Work from Office
Urgently need Branch Manager, Equity Dealer, RM and BSE - (back office & sales profile) in stock market Location -Coimbatore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403
Posted 2 weeks ago
3.0 - 5.0 years
8 - 12 Lacs
mumbai
Work from Office
Role & responsibilities We are seeking a skilled and experienced Business Analyst to join our team. The ideal candidate will have a strong understanding of business processes, excellent analytical and problem-solving skills, and the ability to communicate effectively with stakeholders at all levels. Responsibilities: Collaborate with seniors to work upon special projects required by business teams to identify areas for improvement with potential solutions. Work with stakeholders on strategic projects, like new product launches, cost optimization, effective rewards & recognition planning, geographical reach planning etc, and ensure timely completion and delivery of those projects. Identify an...
Posted 2 weeks ago
1.0 - 5.0 years
5 - 8 Lacs
mumbai
Work from Office
Job Description: Responsible for regulatory compliance in a stock broking business and regulatory audit- assisting in Concurrent and Internal Audits and Inspection by SEBI/CDSL/BSE etc. Manage all operational processes as per regulatory framework to ensure exchange compliance. Facilitate preparation & timely submission of various forms, reports, and other documents to Exchanges/Depositories. Ensuring timely operational reporting related to Exchanges and SEBI like daily margin reporting of clients, enhanced risk-based supervision, daily monitoring of client collaterals, daily margin statements, other periodic submissions, etc. Assisting in ensuring exchange / DP-related compliances applicable...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 weeks ago
0.0 - 2.0 years
0 - 2 Lacs
ahmedabad
Work from Office
Cold calling of the leads provided & generation of leads Converting leads into potential prospects & coordinating with the Marketing Team Follow up of the leads & maintaining good customer relations Branding & promotion of the business Required Candidate profile Graduation Mandatory Good communication & presentation skills Training shall be provided Interested candidates can mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383 (Ext:3)
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
mumbai
Work from Office
About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and ...
Posted 2 weeks ago
0.0 - 2.0 years
1 - 4 Lacs
mumbai
Work from Office
About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and ...
Posted 2 weeks ago
15.0 - 16.0 years
14 - 18 Lacs
mumbai
Work from Office
1. Leadership & Strategy: Define and implement the strategic vision and roadmap for the stock broking vertical in alignment with the company's long-term goals. Build, mentor, and lead a high-performing team, fostering a culture of innovation, performance, and compliance. 2. Sales, Revenue & Growth: Develop and execute a high-impact sales and distribution strategy to achieve market penetration and revenue targets. Drive customer acquisition by leveraging cross-selling opportunities within the existing user base and external ecosystems. Implement data-driven approaches for lead generation, sales forecasting, and customer acquisition. Establish partnerships with banks, NBFCs, fintech companies,...
Posted 2 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
imphal, ahmedabad, anand
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
ahmedabad, gurugram, anand
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 2 weeks ago
2.0 - 7.0 years
3 - 7 Lacs
prayagraj, lucknow, moradabad
Work from Office
Job Role: 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...
Posted 2 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
madurai, chennai, coimbatore
Work from Office
Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...
Posted 2 weeks ago
7.0 - 12.0 years
7 - 17 Lacs
mumbai
Work from Office
Dear Candidate, Greetings!! Kindly find the Job Description for the Member Oversight (Inspection) Role and Responsibilities: Conducting inspections: Performing on-site inspections of brokerage firms, trading platforms, to examine their activities, systems, and operations. Compliance monitoring: Evaluating the compliance of market participants with relevant stock exchange rules, regulations, and securities laws. Documenting findings and preparing reports: Collecting and analyzing data, documenting inspection findings, and preparing detailed reports that highlight any non-compliance instances or areas that require improvement. Investigating complaints and market irregularities: Responding to c...
Posted 2 weeks ago
3.0 - 4.0 years
1 - 3 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Job Title: KYC Operations Key Responsibilities: Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participat...
Posted 2 weeks ago
0.0 - 1.0 years
1 - 3 Lacs
bengaluru
Work from Office
Launch your career as an Unlisted Stock Broker! Get 20 days of hands-on sales training, NISM certification support & live client exposure. Onboard investors, meet targets & grow in a booming INR 25B market. Limited seats apply now! Food allowance
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
hubli, chennai, bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 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 Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 2 weeks ago
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