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1.0 - 6.0 years
2 - 4 Lacs
dharwad, chennai, bengaluru
Work from Office
Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
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
5.0 - 10.0 years
5 - 10 Lacs
gandhinagar, gwalior, ahmedabad
Work from Office
- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com
Posted 2 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
mumbai, gandhinagar, mumbai suburban
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com
Posted 2 weeks ago
1.0 - 6.0 years
1 - 2 Lacs
kolkata
Work from Office
Role & responsibilities Operations Executive @ reputed stock broking | Kolkata Trade Processing Client Account Management KYC verification, documentation, data entry. Maintain and update client records in the system. Documentation and Compliance Reporting and Reconciliation Generate and share daily reports such as trade summaries, margin reports, and ledger statements. Perform regular reconciliation of client funds, securities, and trades with DP and bank data. Support Functions Preferred candidate profile B.Com graduate with minimum 1 year of experience in accounts and finance Experience in stock broking company will be an advantage
Posted 2 weeks ago
5.0 - 10.0 years
6 - 16 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
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 - 1.0 years
2 - 3 Lacs
ernakulam
Work from Office
Responsibilities: Manage client portfolios through equity advisory services Execute trades on stock exchanges via equity brokerage Monitor market trends for investment opportunities Sales incentives Annual bonus Performance bonus
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
chennai, bengaluru, delhi / ncr
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 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
prayagraj, dehradun, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
jalandhar, ahmedabad, rajkot
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
visakhapatnam, rourkela, hyderabad
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
bhubaneswar, kolkata, patna
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
2.0 - 5.0 years
2 - 7 Lacs
ludhiana, chandigarh, ambala
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
3.0 - 8.0 years
2 - 6 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
1). Resolving queries raised by franchisees in different areas like RMS / Back office / A/c opening / Compliance / DP / Trading / Mutual Funds etc 2) Preparing monthly performance reports for franchisees 3) Conducting training sessions for franchisees for a/c opening / trading / back office softwares 4) Preparing backup files for dealing voice recordings received from franchisees 5) Speaking to the franchisees regarding changes proposed by exchanges / SEBI from time to time 6) Proactively identifies potential work bottlenecks or peaks in work volume and identifies plans to meet agreed upon deadlines
Posted 2 weeks ago
4.0 - 9.0 years
5 - 9 Lacs
ludhiana, hisar, mandi
Work from Office
Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking or Insurance Background and Banking (4-10 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com
Posted 2 weeks ago
0.0 - 5.0 years
3 - 6 Lacs
noida, bengaluru, mumbai (all areas)
Work from Office
Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...
Posted 2 weeks ago
3.0 - 8.0 years
5 - 12 Lacs
noida, gurugram, delhi / ncr
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
noida, uttar pradesh
On-site
You will be joining PlusWealth Capital Management, a high-frequency trading organization that has been a pioneer in innovative trading solutions since 2008. As a Compliance Manager, your role will involve shaping the future of trading by handling various compliance activities related to Stock Broker and Depository Participant towards regulatory bodies such as SEBI, Stock Exchanges, Depository, and other relevant entities. Your responsibilities will include but are not limited to: - Coordinating with a wide range of stakeholders including Regulators, Auditors, Custodian, Tax Consultants, RTA, Investors, and Vendors on a regular basis - Ensuring compliance with Daily, Monthly, Quarterly, Half-...
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
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
0.0 - 5.0 years
1 - 3 Lacs
mumbai, navi mumbai, mumbai (all areas)
Work from Office
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanas...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 2 weeks ago
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