930 Stock Broking Jobs - Page 24

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. Help customer trade online & Place order on behalf Customers. Required Candidate profile Achieving The Business target assigned to branch in terms of Broking revenue,acquiring Clients,enhancing & upgrading the client Relationship.Ensuring the highest level of service to the clients.

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Candidate Profile: 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C & B2B Locations : Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore Telangana, Delhi, Trivendrum, Vadodra

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Location:Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum,Chennai,Kolkata,

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products Location - Kolkata, Mumbai, Hyderabad, Ahmedabad, Kochi, Bengaluru, Chennai, Chandigarh, Coimbatore, Pune, Jaipur, Indore, Trivendrum, Vadodra, Delhi, NCR 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward _

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Location: Delhi, Telangana, Vadodra, Trivendrum , Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. 10) Relationship Management , Knowledge of Stock Broking, Wealth Management, Equity , Mutual Funds, PMS, AIF, Demat & Trading account. Skills : - Relationship Manager - Stock & Equity Broking, Wealth Management, Mutual Funds, PMS, AIF, Demat & Trading account F & O, Future & Options. Location : - Vadodra, Delhi, Trivendrum, Kochi, Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai

State Head- Franchisee & Partner Alliance , Stock Broking & Investment Products. 1) Achieve given AUM and Revenue targets 2) Responsible for Sourcing & Acquiring New Franchisee & Alliance Partners in his Region from Broking Background through his team of territory managers. Managing all the existing franchisee across his region and ensure the Business Development of all the existing franchisee. Appoint & manage his team of Territory Manager, ensure all territory managers and trained with all the products and offering of MOSL. 3) Franchisee Sales Management: Lead and manage the franchisee sales team, providing guidance, coaching, and support to achieve acquisition and revenue targets by promoting Stock Broking, F & O, Mutual Funds, PMS, AIF , Bonds etc. 4) Sales Performance Tracking: Monitor and analyze the sales team's performance and efforts, implementing strategies for improvement as needed. 5) Lead Generation: Develop and implement effective lead generation strategies to expand the franchisee network and increase market presence. 6) Revenue and Cross-selling Targets: Work closely with the team to achieve revenue targets, including stock broking and cross-selling goals. 7) Market Analysis: Stay updated on market trends and competitor activities to identify opportunities for growth. 8) Relationship Management: Build and maintain strong relationships with franchisees, ensuring their satisfaction and loyalty to the organization. 9) Compliance: Ensure adherence to regulatory guidelines and company policies within the franchisee network. Candidate Profile 1). Team handling experience 2). Domain Knowledge: of market pulse, trade , understanding of the indirect channel, Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3). IT Skills: MS Office and Business Intelligence Applications Location-Chennai,Kochi,Coimbatore,Bengaluru,Hyderabad,Mumbai,Kolkata,Ahmedabad,Pune,Lucknow,Indore,Surat,Guwahati

Role & responsibilities 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) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Role & responsibilities 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) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Role & responsibilities 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) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Responsible to fulfil the financial needs of the Clients. Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Active participation in business planning with your team members. Keeping record of clientele. Required skills : Excellent Communication skills (Verbal as well as Written) Proactive. Must be Graduate (B.Com)/(BBA)/MBA. Knowledge of Financial products. Must have own conveyance.

Job Position Executive Channel Location - Thane Required Experience - 2 years About the Company: Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Requirements: Graduate/ Post Graduate with Minimum 1 Years Experience in Stock Broking Industry. Minimum 1+ Years Experience in Business Partner Acquisition. Minimum 1+ Years Experience of Selling Third Party Products (i.e. Equity, Mutual Fund, Fixed Product and Insurance). Excellent Communication Skill. Problem Solving Abilities. Key Responsibilities of Candidate: To sell all equity and fixed income related products. To promote online mutual fund, FDs & NFO business with existing as well new franchisee and other business partners. To organize promotional activities for development and growth of business. To organize events for Franchisees and other stakeholders for client acquisition. To acquire new Business associates. To increase revenue thru various expansion and promotional strategies.

Achieve monthly targets for selling Investment related Services/Products Assess client suitability&offer direct equity/advisory services/ tailored solutions to retail &HNI clients. Retaining & renewing the existing client base Handle customer queries Required Candidate profile NISM-Series-XV is mandatory. If not currently certified, then will need to do so within 2 months of joining. Preferred experience in share market, insurance, banking, or Stock broking sectors.

* 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

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Karan | 7861004785

- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing or related role. - Excellent understanding of financial markets. - Investment Advisory

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

Job Description : Relationship Manager Job Summary: We are seeking an experienced Relationship Manager to join our team in a stock broking firm. The successful candidate will be responsible for building and maintaining strong relationships with existing and potential clients, providing exceptional customer service, and driving business growth. Key Responsibilities: 1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their investment goals and objectives. 2. Business Development: Identify new business opportunities and develop strategies to acquire new clients. 3. Client Servicing: Respond to client queries, resolve issues, and provide timely updates on their investments. 4. Sales and Marketing: Meet sales targets and contribute to marketing efforts to promote the company's services. 5. Market Insights: Stay up-to-date with market trends, news, and analysis, and provide insights to clients. 6. Collaboration: Work closely with the research team, trading team, and other departments to provide comprehensive services to clients. Requirements: 1. Experience: Minimum 1 years of experience in stock broking, financial services, or a related field. 2. Knowledge: Strong understanding of the stock market, investment products, financial regulations & NISM Certification. 3. Communication Skills: Excellent communication and interpersonal skills. 4. Sales and Marketing Skills: Proven ability to meet sales targets and develop new business opportunities. 5. Analytical Skills: Strong analytical and problem-solving skills. Locations: Madurai and Chennai ( Preferred Madurai - Urgent) What We Offer: 1. Competitive Salary: A competitive salary package. 2. Career Growth: Opportunities for career growth and professional development. 3. Training and Support: Ongoing training and support to help you succeed in your role.

•Responsible for cross selling like Insurance, Mutual Fund, PMS, SIPs, IPOs to the existing customers Achieve healthy revenues as well activation of trading account of clients. •Responsible for Handling HNI Clients and understand market dynamics Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-5 years from Broking sector & good Knowledge in Equity and derivates.

Dear Candidate, Greetings ! Role & Responsibilities : We have an urgent opening for - Area Head / Senior Branch Head and Branch Manager Location - Aurangabad, Jalna and Pune Job Description: 1. Setting Team revenue and Targets for the Team. 2. Candidate should come along with his or her Team. 3. Checking the status of Client-Cash limits and Stock Limits. 4. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. 5. Suggesting the Clients regarding market scenario. 6. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. 7. Assisting the Relationship managers for important Business calls or meetings. 8. Distributing leads to the Team. 9. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. 10. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. 11. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. 12. To ensure cent percent compliance related to RMS, clients & debt.. Finding the Ledger debts for the next day and planning accordingly. Preferred candidate profile: Candidate should be Graduate + Certified NISM 8 Equity Derivatives module + At least 5-15 yrs of Experiences in team handling or branch handling role Perks and benefits : As per company norms Interested Candidate can apply / share their updated CV at anusharmahr@smcindiaonline.com or can WhatsApp at 7065219043

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Location - Telangana, Delhi, Trivendrum, Vadodara,Hyderabad,Kolkata, Ahmedabad, Kochi,Coimbatore,Pune,Indore,Mumbai,Chennai,Bengaluru 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location : - Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai,Vadodra, Delhi, Trivendrum, Kochi.

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance 17) Minimum 3 year - In a Equity Stock Broking Firms Location : - Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat.

SVP/VP/ AVP Relationship Managers - Private Wealth Managers/Private Bankers 1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives. 6) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 7) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 8) Send news and market related inputs & reports to the clients." Candidate Profile 1) Minimum 5 to 12 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker,

• Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.