930 Stock Broking Jobs - Page 37

About PhonePe Group: Culture Job Responsibilities of Specialist - HR Digitalization HR Systems domain -- IT project mode and systems operations mode based on need: Gather business change requirements/enhancements; raise configuration change requests; ensure configuration changes; change control process, testing and roll-out; maintain system documentation. Learn-as-per-need, Coach team members on techno-functional aspects, provide end user support and training Periodic system updates and validations as required across Development/Test; Preview/Stage and Production environments Interface with the software/services vendor s Customer Success/Technical Support team for select change requests, issue resolution and keeping track of system updates Maintain organization masters and proactively manage system-wide impact of changes System-related issues categorization, prioritization, tracking and timely closure through Employee Helpdesk Troubleshooting and carrying out independent Root-Cause Analysis (RCA) Interface with auditors: IT Application Controls and IT Governance System Administration (Primary) - Core System of Records (SAP SuccessFactors) : Module scope within SAP Cloud Platform (SCP) and SAP SuccessFactors: Employee Central, Onboarding2.0 B. System Administration (Secondary) - Systems Adjacent to SAP SuccessFactors : System administration, maintenance and enhancement of niche systems: Applicant Tracking System (Greenhouse), SAP BTP and HANA Database Desired Qualifications and Skills: B.Tech with 6-8 years of experience, ideally in Comp. Sci. / IT / Electronics / Communication (Techno-functional mindset is mandatory; MBA is optional) Good understanding of HR Information Systems, their implementation and support Technical expertise in managing integrations between systems Sound knowledge of SAP CPI / SAP Cloud Integration Strong interpersonal and communication skills including documentation Problem-solving / Trouble-shooting: Active identification, participation and resolution Disciplined execution and tracking of tasks Good knowledge of MS Office / Google Suite

Urgent Required for - Equity Dealer || Relationship Manager || Sales Manger Location - Delhi NCR JOB RESPONSIBILITIES Business/ Operational/ Functional/ Financial Perspective • Execute the orders on behalf of clients by doing pre trade post trade confirmation. • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. • To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. • Responsible to ensure all activities are in adherence as per Compliance. • Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. • Responsible for reactivation of dormant clients. • Ensure growth in clientele by converting leads. • To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Experience:- 2-10 Yrs Contact :- shreya@smcindiaonline.com 8287431726

About PhonePe Group: PhonePe is India s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is Indias first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the companys vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! Job Title: Accounts Receivable & Bank Reconciliation Specialist (Contract Role) Experience: 1 to 3 Years Location: Bellandur, Bengaluru Job Description: Expertise in Bank Reconciliation and Accounts Receivables processes Experience in AR invoicing, debtors reconciliation, and ageing report preparation Accounting knowledge Strong communication and analytical skills, as well as proficient in MS Excel. Qualifications: B.Com / M.Com / MBA Prior experience in the Fintech industry is preferred PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog . Life at PhonePe PhonePe in the news

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule PERSON SPECIFICATION KNOWLEDGE & SKILLS Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills Best of Luck!

Role & responsibilities 1. Accurate and timely execution of BOD and EOD process. 2. Monitoring Client Positions, Client / Dealer Limits and triggering the square off process for the clients. 3. Monitoring member positions limit violations / TM funds on NMASS. 4. Limit setting in NEAT and RTRMS 5. Effectively Tracking Market Movements and Risk Exposure. 6. Follow up of T + 1 +5 debit / MTM loss / Margin shortfall with clients / RMs. 7. New client set up, conversion, modification in the trading system. 8. Coordinate with in-house team for development of projects and User Acceptance Testing 9. Ensure all the activities are in adherence as per the compliance and risk policy. 10. Active participation in Mock session 11. Experience in SMTF product would be preferred. Preferred candidate profile 1. Knowledge of Equity/ Derivatives / Currency Market. 2. Should have minimum 5 years experience in Risk management 3. Knowing exchange new margin concepts. 4. Cleared NISM certificates.

Urgently we are hiring for Kotak Mahindra Bank Limited, This is a permanent Bank On Roll / Pay-Roll Job. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. Job Designation : Virtual Relationship Manager (VRM) Position Grade : Assistant Manager- M1 / Deputy Manager- M2 Job Location : Noida (Sec-16 & Sec-125) And Mumbai - (Thane) Eligibility Criteria : Must be at least minimum 1 year to 5 years of Sales Experience with Banking or Non-Banking both will be considered. Must be at least Graduate any stream. Must have good communication as well as Sales & Convincing skills. Age should be maximum 30 years. Male & Female both can apply. Job Description/Responsibility : To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Salary Package : => Annual CTC 3.50 to 4.25 Lac per annum plus performance based Incentives. => PF, Gratuity, Mediclaim & Insurance cover (as per policy). Education Qualification: Minimum Graduate with any stream Or Post Graduate with any stream. Note: Undergraduates are also can apply with Experience. Other Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed day shift, the shift timing from 9.30 AM to 6.30 PM. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => Note Interested candidates need to apply via Naukri.com by clicking apply link on same the page OR Need to forward the updated CVs / Resumes at : hrs.empowercareer@gmail.com and mention in the subject line Kotak-VRM-286 if your CV / profile got shortlisted with us we will contact you back. Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank

Responsibilities: Manage client portfolio Researching in stock markets Monitor market trends & risks Execute trades via online platform

Argent hiring in Branch Relationship Executive 4 Bank Vacancies Deal with the walk-in customers in branch • Lead will be provided • Need to seat in bank handle walking customer • Close the leads provided by Company Sales and Operations Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

Role & responsibilities Define, implement and manage operational processes as per regulatory framework to ensure exchange compliance. • Vendor management. • Able to build and manage teams for important functions like account opening, paying payout stock, and funds, DP account, customer modification, RMS, KYC, settlement, etc. • Responsible for customer support and seamless experience in a stock broking business. • Ensure process-oriented, TAT-driven customer support as per defined SOP. • Mentor and monitor the team to ensure a high level of accuracy and timely execution. • Coordinate with IT and Sales team for the development of online customer support process and Process automation Preferred candidate profile MBA/CA Finance from a good institute 10-15 years of Experience in stock broking operations Knowledge of back-office software like LD and CDSL Well-versed with the DKYC process and other broking norms

About PhonePe Group: Culture SRE - System Engineer Job description =================== Knowledge in Linux/Unix Administration Knowledge in networking Knowledge of wide variety of open source technologies/tools and cloud services Knowledge of best practices and IT operations in an always-up, always-available service Participate in oncall rotation. Good English communications skills Strong background in linux networking ( ip, iptables, ipsec ) Knowledge of working with MySQL A working understanding of code and script ( eg: Perl/Golang preferred ) Knowledge of automation/configuration management using either saltstack or equivalent Hands on experience in private and public cloud environments Knowledge of the following will be a plus: Implementation of cloud services on linux using kvm/qemu DCOS (mesos & mesos frameworks) aerospike ( nosql ) perl/golang galera openbsd Data center related activities ( Rarely needed )

Responsibilities: Achieve revenue targets through effective selling strategies Explain Clients about our platform and get them onboard Manage existing accounts, acquire new ones Work from home

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients

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 investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"™s business model is concentrated India, diversified financial services. The bold vision that underscores the Group"™s growth is an inclusive one, with a host of products and services designed to address the needs of the unbanked and insufficiently banked. For more information, please visit the Company"™s website at www.kotak.com Role Management Trainee Roles & Responsibilities You could be a part of any of the teams in Kotak Mahindra Bank such as Retail Assets, Retail Liabilities, Treasury, Private Banking, Commercial Bank, Business Banking, Wholesale Banking, Corporate functions etc. Some of the responsibilities will include - ‚ Contribute to projects and initiatives aimed at improving efficiency and performance. ‚ Collaborate with cross-functional teams on strategic business initiatives. ‚ Engage in continuous learning and professional development activities. ‚ Assist in day-to-day business operations. ‚ Support various departments in achieving their operational goals. ‚ Build and maintain strong relationships with internal and external stakeholders. ‚ Address queries and concerns promptly and effectively. ‚ Provide support to senior management in various tasks and projects. ‚ Participate in business development and customer outreach programs. Requirements ‚ Strong academic record with demonstrated leadership potential. ‚ Excellent communication and interpersonal skills. ‚ Analytical mindset with problem-solving abilities. ‚ Ability to work effectively in a team-oriented environment. ‚ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

About PhonePe Group: PhonePe is India s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is Indias first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the companys vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! Job Description : Own performance of the BU s operation across sites Own Operational performance for Inhouse & outsourced partner for the business unit Develop and track key performance indicators (KPIs) for support operations. Develop and implement operational strategies to enhance the overall efficiency and effectiveness Establish and maintain quality standards for support operations. Monitor and minimise the ageing of the support queue Build and operate the operations playbook for the BU Act as a point of contact in the operations of the BU to consolidate and program manage the experience erosion points in the ecosystem Maintain operational relationships across Internal and external support teams (Business, Strategy, Vendor, TnQ, WFM etc) and work with them to take the operation forward Optimize resource allocation, including people, technology, and tools, to ensure efficient and effective support operations. Analyze existing processes and workflows to identify areas for improvement. Should be able to identify and Program manage process/efficiency improvement projects Implement measures to reduce response/resolution times, and enhance overall experience. Team Management Lead and manage a team responsible for the day-to-day operations. Foster a culture of excellence, teamwork, and continuous improvement within the support operations team. Encourage and actively participate in professional development plans for team members. Work collaboratively to identify peoples career goals, skill gaps, and areas for growth Desired skills and experience : Skills Ability to think holistically and in a structured fashion to solve problems Ability to deepdive on any people, process and technology failure points and come up with actionable and drive them to closure by working with respective partners Ability to understand data trends and make inferences, create plans of action and prioritization strategies for improvement Strong interpersonal and communication (written & verbal) skills with an eye for detail Ability to understand and implement strong process and governance frameworks keeping in mind both short term and long-term objectives of the organization Self-driven, proactive, with high levels of ownership Ability to work collaboratively with others Experience Graduate with good Operations understanding with at least 7 - 10 years of service operations experience & with at least 3 years in a people management role Proven experience in customer service operations management, with a focus on team leadership. Exposure to managing Broking/Mutual fund operations | Personal interest in investment and trading would be add on PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog . Life at PhonePe PhonePe in the news

About PhonePe Group: PhonePe is India s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is Indias first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the companys vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! The incumbent is expected to monitor and manage key operational processes for stock broking and mutual funds end-to-end, to deliver a superior customer experience. The Role: You will be involved in monitoring critical process deliverables daily. You will be required to execute routing tasks that are critical for service delivery daily, as per defined schedules. For process deliverables that are delayed or failing, you will be required to coordinate with the respective internal teams or external service providers for the timely identification and resolution of the issue. You will need to collaborate with different teams, external partners, and vendors to ensure the smooth execution of processes to achieve the desired service levels You will be required to monitor the process execution regularly and take proactive steps to address factors that may impact the process execution You will be responsible for defining, developing, and communicating key metrics and business trends to partner and management teams Identifying opportunities for improvement and coordinating with stakeholders to improve customer experience in a scalable manner Ideal Candidate should have: Exceptional written and verbal communication skills. Ability to multitask and work on a diverse range of requirements. Bachelors in engineering, Computer Science, Math, Statistics, or related discipline from a reputed institute or an MBA from a reputed institute. Relevant work experience is desired. Strong problem-solving and analytical skills. Technical capabilities: Excel, Data monitoring/ Extraction through SQL or other Database queries would be an added advantage. Understanding of Mutual Funds, Stock Broking would be an added advantage PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog . Life at PhonePe PhonePe in the news

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions. Identify new business opportunities by networking within the community and building relationships with potential clients. Develop a deep understanding of client needs to offer personalized advice on investment strategies. Collaborate with internal teams to resolve client queries and issues efficiently. Generate revenue through cross-selling of stock broking services, other relevant financial instruments.

• 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

Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289

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.

*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 Year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

JD. Acquisition of new clients for Demat account. Activation of client and generating revenue. Cross selling MF and LI

Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition Cross selling third party products (life insurance & mutual funds)

Key Responsibilities Handle client documentation and assist in the recovery process of shares and investments. Coordinate with clients, depositories, registrars, and regulatory bodies (including IEPF). Respond to client inquiries and provide timely updates. Maintain and update operational databases, records, and MIS reports. Support internal teams in equity-related operations, asset transfer, and transmission processes. Assist with filing and tracking of legal or regulatory submissions as needed. Required Qualifications and Skills 12th Passed or Above Graduate in Commerce, Finance, or a related field (preferred). 1-3 years of experience in equity markets, back-office operations, or financial services. Knowledge of share Market. Strong attention to detail and ability to manage documentation accurately. Proficiency in MS Office (Word, Excel) and familiarity with financial software/tools. Excellent communication and interpersonal skills. Ability to multitask and work in a fast-paced, process-driven environment. What We Offer Opportunity to work in a niche and impactful sector within capital markets. Supportive team environment with professional growth opportunities. Exposure to real-world financial recovery and advisory operations. * Salary Range : 15,000 to 20,000 per month*

About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Retention Head - South Location: Bengaluru What you will do: The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential. Key Responsibilities: 1. Revenue Generation & Business Growth Own and achieve assigned revenue targets by increasing business from existing APs. Drive consistent growth in trading volumes and revenue contribution from the AP network. Work closely with APs to unlock business potential, ensuring higher productivity and profitability. Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential. Continuously analyze revenue trends and take corrective actions to improve financial performance. 2. Partner Retention & Engagement Develop and execute strategies to retain high-value APs and minimize attrition. Strengthen relationships with APs through regular engagement, business support, and performance reviews. Identify at-risk partners and implement proactive interventions to retain them. 3. Service Excellence & Partner Support Ensure the highest level of service delivery to APs, addressing their concerns efficiently. Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution. Act as a point of contact for APs, ensuring a seamless experience and strong long-term relationships. 4. Competitive Intelligence & Risk Mitigation Monitor competitor activities and ensure APs remain committed to the company. Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration. Analyze reasons for AP attrition and implement measures to improve retention. 5. Performance Monitoring & Reporting Track and analyze partner retention rates, revenue growth, and service quality metrics. Provide regular business reports and actionable insights to the National Head Retention. Implement data-driven strategies to improve overall business performance in the assigned region. 6. Regulatory & Compliance Adherence Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies. Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties. Who you are: Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in Banks or wealth with partnership management or B2B. Proven track record of achieving business and revenue targets. Strong ability to deliver a high-quality partner experience. Deep understanding of equity, derivatives, and financial products. Experience in managing teams and working with multiple stakeholders. Ability to build strong partner relationships and resolve concerns effectively. Data-driven approach to decision-making and on-ground execution. Fluency in English, Hindi, and the regional language is preferred. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number