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3.0 - 8.0 years
6 - 12 Lacs
vadodara
Work from Office
• AVP (MF) will be leading 3 / 10 Relationship Managers / Executive team • Drive & achieve Self & Team Productivity • Achieve Mutual Fund sales & SIP targets (numbers) as per KRA • Recruitment & Train team of RM / RE
Posted 1 month ago
2.0 - 6.0 years
5 - 9 Lacs
ahmedabad
Work from Office
Role & responsibilities Ensure compliance with all Stock Exchange/regulatory requirements Interpret, advise on and ensure compliance with the principles of the Corporate Governance Code. Stay abreast of future changes in the Code and advise on the impact of these To prepare agendas and papers for board meetings, committees and annual general meetings (AGMs) and General Meetings, take minutes and follow up on action points Maintain statutory books, including registers of members, directors and secretaries Monitor changes in relevant legislation and the regulatory environment Liaise with external regulators and advisers, such as lawyers and auditors Develop and oversee the systems that ensure ...
Posted 1 month ago
2.0 - 5.0 years
3 - 5 Lacs
vijayawada, visakhapatnam, hyderabad
Work from Office
Acquiring new clients with benchmark assets Increase the total assigned SIP book from allocated and new clients Adding overall AUM by gathering assets from existing and new clients Increasing the basket of clients having AUM Required Candidate profile Graduate / Post graduate in any stream with knowledge of capital markets Minimum Experience : 2 Years Max CTC : 5 LPA NISM VA is mandatory
Posted 1 month ago
2.0 - 5.0 years
5 - 7 Lacs
hyderabad
Work from Office
Equity sales to all clients of branch with special focus on HNI clients Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Generating Net interest income through Margin trade funding (MTF) Required Candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. Min Exp : 2 Years Max CTC : 7 LPA NISM VIII is mandatory
Posted 1 month ago
4.0 - 8.0 years
4 - 8 Lacs
nellore
Work from Office
Role & responsibilities 1. Manage bank channel to achieve targeted sales turnover of the assigned channel. 2. Manage the clients in the locality with the said radius. 3. Retaining of customers in competitive markets. 4. Ensure compliance while serving the customers 5. Monitor clients leads of given customers. 6.Ensure compliance while serving the customers. Interested candidates share their resume on vaishnavi.srivastava1@hdfcsec.com
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
mumbai, pune
Work from Office
Please find below Job description for the Relationship Manager Dealing role Location-Mumbai & Pune JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop ...
Posted 1 month ago
1.0 - 4.0 years
3 - 5 Lacs
chennai
Work from Office
Achieving the Business target assigned in terms of generating revenue, Acquisition of clients. Enhancing client relationship, Client profiling, suggest financial products(Equity, Derivative, Commodity, Mutual Fund)Solving Queries of the customers. Provident fund Annual bonus Mobile bill reimbursements Travel allowance
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
parbhani, ahmednagar, amravati
Work from Office
Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a lo...
Posted 1 month ago
5.0 - 7.0 years
7 - 9 Lacs
jaipur
Work from Office
The portfolio manager will be the key stakeholder to drive AIF and reduce voluntary / involuntary card closure. Drive card activation and ensure reduction of involuntary card closure Manage, drive and tract CLCM communication. He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive higher customer engagement and spends. Requirements: Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail.
Posted 1 month ago
5.0 - 7.0 years
7 - 9 Lacs
pune
Work from Office
The portfolio manager will be the key stakeholder to drive AIF and reduce voluntary / involuntary card closure. Drive card activation and ensure reduction of involuntary card closure Manage, drive and tract CLCM communication. He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive higher customer engagement and spends. Requirements: Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail.
Posted 1 month ago
5.0 - 7.0 years
7 - 9 Lacs
kolkata, new delhi
Work from Office
The portfolio manager will be the key stakeholder to drive AIF and reduce voluntary / involuntary card closure. Drive card activation and ensure reduction of involuntary card closure Manage, drive and tract CLCM communication. He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive higher customer engagement and spends. Requirements: Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail.
Posted 1 month ago
5.0 - 7.0 years
7 - 9 Lacs
bhubaneswar, thane, sagar
Work from Office
The portfolio manager will be the key stakeholder to drive AIF and reduce voluntary / involuntary card closure. Drive card activation and ensure reduction of involuntary card closure Manage, drive and tract CLCM communication. He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive higher customer engagement and spends. Requirements: Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail.
Posted 1 month 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 1 month ago
0.0 - 1.0 years
0 - 0 Lacs
noida
Work from Office
1.Knowledge about Capital Market & Stock Market 2.Learning about Equity, Capital Markets & Research related 3. Work closely with Internal Departments 4. Assess the performance of Stocks & Investments Interested shall send CV by whatsapp:93110 85557
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
bhubaneswar, kolkata, raipur
Work from Office
Role & responsibilities:- Execute the orders on behalf of clients. o Ensure the volume of trade is higher & clients trade frequently. o Promoting research calls to increase volume & frequency of trade. o Maintaining high Activation Ratio and High no. of traded clients. o Punch orders for clients on NSE/ BSE terminals. o Recommending and guiding the clients on investment strategies. o Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. o Monitor client exposure limits. o Solving queries of the clients regards market and investment. o Drive focus on generating new business/client base o Responsible to ensure all activities are in a...
Posted 1 month ago
1.0 - 5.0 years
1 - 4 Lacs
chennai
Work from Office
We are looking for a motivated and detail-oriented Executive to join our DP (Depository Participant) Operations team. The ideal candidate will be responsible for handling client modifications and ensuring compliance with KYC requirements. Key Responsibilities: Processing and verification of KYCs for Account opening and modifications Process new client account opening requests Process client requests for modifications to their accounts, including changes in personal information, bank details, and nomination updates. Verify and validate the accuracy of client-provided information and documentation. Processing of KYC submitted for Reactivation of Suspended accounts Maintain a record of all clie...
Posted 1 month ago
1.0 - 5.0 years
2 - 6 Lacs
chennai, tiruchirapalli, bengaluru
Work from Office
Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales & Equity Dealer Locations - Bangalore, Chennai, Trichy ctc - Sales 2.5 to 4.5 lacs, exp 1 to 5 years ctc - Equity Dealer 2.5 to 4.5 lpa, exp 1 to 5 years Required Candidate profile for Sales/Sr sales -Managing portfolio of clients and mutual fund sales for equity dealer- book orders on behalf of clients & cross selling Contact Anitha on 9869504403 or Email qrn.anitha@gmail.com
Posted 1 month ago
10.0 - 15.0 years
10 - 20 Lacs
chennai
Work from Office
Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes. Perks and benefits as per industry norms
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
chennai
Work from Office
Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Acquiring Equity Clients to the Company’s Platform. 3. Generate large volumes on equity & derivative terminal from Clients. 4. Advice client on equity markets to buy stocks 5. Relationship management Required Candidate profile > Must be a Graduate and NISM / NSE certification for equity cash and derivatives modules. > min 2 yrs experience in dealing into Equity and F&O segment. > equity market trading exp and cross sell TPP Perks and benefits as per industry norms
Posted 1 month ago
10.0 - 20.0 years
10 - 20 Lacs
chennai
Work from Office
Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.
Posted 1 month ago
1.0 - 6.0 years
4 - 6 Lacs
chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate and NISM certified. > min 1 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.
Posted 1 month ago
7.0 - 12.0 years
10 - 20 Lacs
chennai
Work from Office
* Ability to bring in large volume trading clients. * He will be responsible for branch profitability in the equity broking segment. Required Candidate profile * Candidate should have a Branch manager experience of 2 yrs in a stock-broking firm. * He should be able to lead the team & should have knowledge of local market * At least 7 yrs in Capital Market
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
chennai
Work from Office
Must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.
Posted 1 month ago
1.0 - 6.0 years
4 - 6 Lacs
chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* mandate. > min 2 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.
Posted 1 month ago
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