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10.0 - 20.0 years
18 - 33 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients ...
Posted 3 weeks ago
4.0 - 9.0 years
5 - 14 Lacs
hyderabad, pune, chennai
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@yahoo.com
Posted 3 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate
Posted 3 weeks ago
5.0 - 6.0 years
8 - 10 Lacs
noida
Work from Office
Job Responsibilities: Manage financial reporting, audits, and compliance with accounting standards. Handle taxation, including direct and indirect taxes, GST, and income tax filings. Oversee budgeting, financial planning, and cost analysis. Ensure regulatory compliance with tax laws and corporate finance policies. Manage accounts payable, receivable, and reconciliation activities. Provide strategic financial advice to management. Broking Industry Working Experience
Posted 3 weeks ago
0.0 - 1.0 years
1 - 3 Lacs
mumbai
Work from Office
Requirements: - A Relationship Manager is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Responsible for Sourcing & Acquiring New Franchisee/Business Associate/Partner. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Business conversion of all the newly acquired franchisees. Skills & Qualificatio...
Posted 3 weeks ago
5.0 - 10.0 years
25 - 35 Lacs
mumbai
Work from Office
1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 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) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party P...
Posted 3 weeks ago
7.0 - 12.0 years
7 - 12 Lacs
ranchi, jaipur, karnal
Work from Office
Job Description for Branch Manager :- Lead the branch and generate revenue/ net profit, as per ARG norms Induct, facilitate and motivate Dealers and Relationship Managers to work towards the profitability of the branch by retaining right clients (individuals and corporate), acquiring quality ones by networking with existing ones and servicing clients. Maintain balanced product mix to facilitate de-risking Ensure compliance of all dealings as per SEBI and Exchange guidelines. Responsible for smooth day-to-day operations of the branch and maintain the brand image of the organization Interested Candidates can Contact to Miss Mansi Yadav Contact Number : 7428895061 Email I'd : mansi.y@opusglobal...
Posted 3 weeks ago
1.0 - 2.0 years
2 - 5 Lacs
bangalore rural, chennai, delhi / ncr
Work from Office
Role Description Job Specification Position Details Position Title: Relationship Manager Grade: I (RE) & AM(RM) Department: Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title: Channel Head/Channel Manager Demographics Role Relationship Executive / Relationship Manager DET Role & responsibilities To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors Key Accountabilities To achieve monthly plan to acquire Retail...
Posted 3 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
mumbai
Work from Office
Candidate should have 1 to 3 years of work experience with stock broking/ Finance company Job Description: Acquiring new and prospective customers Understanding the requirements of the prospect Providing them with advice that helps them to sort out their problems in investment Ensuring future business from those prospective customers in the long run Maintaining cordial relationship with the existing clients Understanding the current needs of the clients Designing an investment option suitable to the clients Sell financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit etc Solving at their investment problem and providing advisory services Ensuring that the customers are...
Posted 3 weeks ago
5.0 - 10.0 years
15 - 30 Lacs
thane, chennai, mumbai (all areas)
Work from Office
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
durgapur
Work from Office
Role & responsibilities Advising Clients for Equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Reactivating clients. Handling important clients and servicing them. Preferred candidate profile- Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Local Candidates ONLY. Qualifications: - • A Graduate/MBA (Finance/Marketing) Degree holder. • Other qualifications also can be consider. NISM Certified
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
chennai
Work from Office
Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
bengaluru
Work from Office
Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
hyderabad
Work from Office
Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...
Posted 3 weeks ago
1.0 - 5.0 years
3 - 5 Lacs
lucknow
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 3 weeks ago
1.0 - 5.0 years
3 - 5 Lacs
kanpur
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 3 weeks ago
2.0 - 7.0 years
3 - 7 Lacs
hyderabad
Work from Office
Job Profile- PCG Advisor Senior Location-Hyderabad Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and ne...
Posted 3 weeks ago
1.0 - 6.0 years
4 - 6 Lacs
noida
Work from Office
Job Role- Relationship Manager Job Description- 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships Role Requirements- Educational Qualifications: Graduate with Minimum 50% Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services-...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
kota, ajmer, jodhpur
Work from Office
Interested candidates can mail their updated resumes on Annu.sharma@sbicapsec.com Whatsapp Only: 8076095879 Designation: Equity Dealer Location: Ajmer, Jaipur, Jodhpur, Kota Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, ...
Posted 3 weeks ago
2.0 - 7.0 years
2 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Equity trading, sales & broking. Equity advisory services. Cross sell other financial products. Provide guidance on derivative products such as options and futures contracts. Above not limited to
Posted 3 weeks ago
2.0 - 7.0 years
4 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Must have prior Equity trading, sales & broking experience. Cross sell other financial products. Generate sales leads and service existing clients. Must be NISM certified.
Posted 3 weeks ago
2.0 - 7.0 years
0 - 0 Lacs
pune, mumbai city, delhi
On-site
Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with high-net-worth individuals (HNI) and driving sales in investment products. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 8,00,000 , this full-time position offers an exciting opportunity to work in a vibrant environment across multiple locations including Ahmedabad, Mumbai City, Pune, and Delhi . Key Responsibilities Develop and maintain strong relationships with HNI clients to understand their investment needs a...
Posted 3 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on shweta.rajput@tradebulls.in or WhatsApp on 9913274989
Posted 3 weeks ago
3.0 - 6.0 years
13 - 18 Lacs
gurugram
Work from Office
Financial Reporting (NBFC). CA with 3–6 yrs exp. Handle NBFC accounting, Ind AS FS, RBI returns, GL/R2R, intercompany, audits, IFC, ERP/LMS integration & MIS. Strong in compliance, reporting & financial controls, accounting & financial reporting.
Posted 3 weeks ago
10.0 - 20.0 years
5 - 14 Lacs
hyderabad, pune, chennai
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@yahoo.com
Posted 3 weeks ago
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