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2.0 - 4.0 years

4 - 9 Lacs

hyderabad

Work from Office

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

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4.0 - 6.0 years

5 - 12 Lacs

mumbai, ahmedabad, bengaluru

Work from Office

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

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5.0 - 10.0 years

5 - 10 Lacs

hyderabad, chennai, bengaluru

Work from Office

1) Growth of Revenue and Market Share 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity) 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite po...

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1.0 - 5.0 years

12 - 15 Lacs

mumbai

Work from Office

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

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 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

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3.0 - 5.0 years

8 - 10 Lacs

ahmedabad

Work from Office

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 clie...

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2.0 - 4.0 years

5 - 7 Lacs

hyderabad

Work from Office

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Locations : GOA, Delhi, Vadodra Surat, Mumbai,Bengaluru,Hyderabad,Chen...

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5.0 - 10.0 years

15 - 20 Lacs

kolkata

Work from Office

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

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5.0 - 10.0 years

8 - 15 Lacs

kolkata

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 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) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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5.0 - 8.0 years

10 - 20 Lacs

mumbai

Work from Office

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

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1.0 - 6.0 years

3 - 6 Lacs

hyderabad, bengaluru

Work from Office

Greetings from Avani consulting ! We are hiring for leading share market Equity dealer role Locations: Bangalore, Hyderabad Mumbai Interested candiates go through with the below job description and share resume in whatsapp /mail - UTTAM - 9949101406 Role & responsibilities Minimum 1 Year experience required. Job Description: Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition, Acquire new clients per month and cross selling of 3rd party products (MF, Insurance, SIP etc.) Client meetings. Candidate Profile: Graduation with NISM 8 certification (Equity & derivatives), Stock Market knowledge is mandatory. Should possess good...

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1.0 - 6.0 years

6 - 12 Lacs

mumbai

Work from Office

Freelance opportunity Freelancers with indepth knowledge of the stock market Ideal Candidate Strong understanding of the stock market Existing client base of self traders Payout Earn 30% of gross brokerage every month Lifetime income Sangita Patel 9920223619 Flexi working

Posted 7 hours ago

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2.0 - 7.0 years

5 - 15 Lacs

mumbai suburban, thane, mumbai (all areas)

Work from Office

- Manage PE/RE fund operations: distributions, drawdowns, fee calculations & unit transfers. - Ensure compliance via KYC audits, PPM reviews, Trustee reports & CRISIL benchmarking. - Maintain MIS for investors, upload documents & track KYC gaps. Required Candidate profile - CA Inter / CA / MBA Finance with 2+ years of experience in Financial services / NBFC and related field is must. - Must have experience in Private Equity, Real Estate funds and Anti-Money Laundering

Posted 22 hours ago

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10.0 - 15.0 years

8 - 12 Lacs

kolkata

Work from Office

An Area Sales Manager leads and motivates his sales team to achieve sales targets by developing sales strategies, analyzing market trends, managing client relationships, and providing training and feedback to the team . Key responsibilities include setting regional goals, monitoring sales performance, expanding market presence, and collaborating with other departments to ensure smooth operations and customer satisfaction. Key Responsibilities Sales Strategy & Planning: Develop and implement strategic sales plans for an assigned geographical area to achieve sales targets for DEMAT Account, MF, SIP, PMS & Insurance . Team Leadership & Development: Recruit, train, guide, and motivate the sales ...

Posted 23 hours ago

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0.0 - 5.0 years

2 - 4 Lacs

rajkot

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 23 hours ago

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8.0 - 13.0 years

8 - 18 Lacs

kolkata, hyderabad, pune

Work from Office

You will be responsible for managing PCG sales, sales traders, Sales Manager team and branch operations .

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5.0 - 10.0 years

6 - 16 Lacs

kolkata, chennai, bengaluru

Work from Office

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.

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7.0 - 12.0 years

8 - 9 Lacs

madurai, kozhikode, tiruchirapalli

Work from Office

Role & responsibilities : Ensure each team member contributes to achieve the overall revenue target, No individual target to team leader. Training team members, setting strategy and monitoring progress towards the goals. Take one on one session with advisors who are non-performers and make sure to enhance their performance. Ensure to achieve team targets in terms of revenue/TPP & client acquisition. Daily activation and reactivation of clients in derivatives and E- margin. Close tracking of TPP follow ups and closures. Maintain healthy relationship with top clients of the team. Coordinating with research team for advice, review of the portfolio for top customers on regular basis. Ensure comp...

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5.0 - 8.0 years

7 - 11 Lacs

noida, mumbai

Work from Office

The Manager - Internal Audit will be responsible for planning, executing, and overseeing internal audits across various functions of Paytm Money. The objective is to assess the effectiveness of internal controls, compliance, risk management practices, and adherence to regulatory standards. Key Responsibilities: Audit Planning & Execution: Develop risk-based internal audit plans for assigned areas. Conduct internal audits to evaluate the design and effectiveness of processes and controls. Identify control gaps, process inefficiencies, and compliance deviations. Risk Management: Assess key risks and recommend mitigating controls. Support in the development of risk management frameworks and ens...

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2.0 - 6.0 years

4 - 8 Lacs

gwalior, meerut, delhi / ncr

Work from Office

Role & responsibilities Acquire new clients and build strong customer relationships. Retain and service existing clients with high-priority support. Understand client needs and provide suitable investment advice. Cross-sell and promote company products (Equity, Mutual Funds, PMS, Derivatives, Bonds, etc.). Achieve revenue, AUM, and business growth targets. Preferred candidate profile 2-5 years experience in wealth management/financial services. Strong knowledge of investment products. Proven skills in client acquisition & relationship management. Excellent communication & target-driven approach.

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5.0 - 8.0 years

7 - 11 Lacs

noida, mumbai, maharashtra

Work from Office

The Manager - Internal Audit will be responsible for planning, executing, and overseeing internal audits across various functions of Paytm Money. The objective is to assess the effectiveness of internal controls, compliance, risk management practices, and adherence to regulatory standards. Key Responsibilities: Audit Planning & Execution: Develop risk-based internal audit plans for assigned areas. Conduct internal audits to evaluate the design and effectiveness of processes and controls. Identify control gaps, process inefficiencies, and compliance deviations. Risk Management: Assess key risks and recommend mitigating controls. Support in the development of risk management frameworks and ens...

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2.0 - 7.0 years

3 - 4 Lacs

kolkata

Work from Office

Job Description - Execute equity and derivative trades on various stock exchanges (NSE, BSE, MCX) on behalf of clients promptly and accurately. Should know how to trade on ODIN.

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1.0 - 3.0 years

3 - 5 Lacs

bengaluru

Work from Office

Warm Greeting !! Day shift Need only females with good comms mutual funds knowledge with TL on paper is mandatory 6 days of working Experience should be in relevant Domain oly For More Details Call : HR smitha @ 9880964847 (Call or Whatsapp)

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5.0 - 10.0 years

4 - 8 Lacs

ahmedabad

Work from Office

Opening for Branch Manager in Stock Market Company Location-Ahmedabad, Himmat nagar Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9811985863

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3.0 - 8.0 years

3 - 6 Lacs

hyderabad, ahmedabad, delhi / ncr

Work from Office

Urgently need - NRI Financial Consultants/ NRI RM for broking firm in Ahmedabad- in stock market ctc : 3.6 to 6 lacs Experience : 3+ yrs in BFSI / broking firms. NRI FC will be handling only NRI accounts. acquire and manage NRI clients Required Candidate profile through Client References, Cold Calling, Partner Banks, appointment and harnessing references/leads. Products: Mutual Funds, Insurance, Equity & Debt , Portfolio Contact QRN on 9811985863

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