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10.0 - 15.0 years
20 - 25 Lacs
surat
Work from Office
1) Manage ,Monitor, Motivate and lead the team. 2) Ensure Business & Regulatory policy adherence by the team / self. 3) Assist the recruitment deficit of the team to complete it within required timeline. 4) Maintain business data and present to the Management in a timely manner. 5) Review all business teams regularly. 6) Ensure adherence to Compliance & Human Resources policy by the team / self. a) Strong Relationship Management skills. b) Excellent understanding of Indian Market and trading strategies. c) Ability to build and lead large teams with demonstrated track record of leadership skills. d) Digital mind-set to lead & motivate the team in-order to achieve higher market share. e) Exper...
Posted 2 months ago
3.0 - 6.0 years
8 - 10 Lacs
chennai
Work from Office
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 comp...
Posted 2 months ago
3.0 - 6.0 years
8 - 10 Lacs
mumbai
Work from Office
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 comp...
Posted 2 months ago
5.0 - 9.0 years
5 - 15 Lacs
bengaluru
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 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. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur...
Posted 2 months ago
8.0 - 13.0 years
20 - 30 Lacs
hyderabad
Work from Office
1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...
Posted 2 months ago
5.0 - 8.0 years
5 - 15 Lacs
ahmedabad
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 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 PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 2 months ago
3.0 - 5.0 years
5 - 7 Lacs
mumbai
Work from Office
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, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas 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 Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...
Posted 2 months ago
5.0 - 10.0 years
10 - 15 Lacs
chennai
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 ...
Posted 2 months ago
5.0 - 10.0 years
15 - 25 Lacs
mumbai
Work from Office
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 ...
Posted 2 months ago
5.0 - 10.0 years
4 - 8 Lacs
mehsana, gandhinagar, palanpur
Work from Office
Opening for Branch Manager in Stock Market Company Location-Gandhi nagar, Palampur, Mehsana, 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 8377024167
Posted 2 months ago
0.0 - 2.0 years
1 - 4 Lacs
mumbai
Work from Office
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 ...
Posted 2 months ago
0.0 - 2.0 years
1 - 2 Lacs
mumbai
Work from Office
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 ...
Posted 2 months ago
1.0 - 6.0 years
1 - 3 Lacs
kolkata
Work from Office
Role & Responsibilities- Advising Clients for Equity Products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them. Selling third party products. Preferred candidate profile - Qualifications: - A Graduate/MBA (Finance/Marketing) Degree holder. Other qualifications also can be consider. NISM 8 Certified. Desired Skill Set: Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills.
Posted 2 months ago
7.0 - 12.0 years
8 - 14 Lacs
ballari
Work from Office
Role & responsibilities Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 8-10 years in the desired role with team m...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
prayagraj, kanpur, lucknow
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...
Posted 2 months ago
1.0 - 6.0 years
4 - 9 Lacs
bengaluru, mumbai (all areas)
Work from Office
Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...
Posted 2 months ago
7.0 - 11.0 years
15 - 30 Lacs
vadodara
Work from Office
SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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...
Posted 2 months ago
8.0 - 13.0 years
20 - 30 Lacs
mumbai
Work from Office
1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...
Posted 2 months ago
3.0 - 5.0 years
5 - 10 Lacs
ahmedabad
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...
Posted 2 months ago
5.0 - 8.0 years
5 - 15 Lacs
mumbai
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 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 PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 2 months ago
2.0 - 7.0 years
6 - 15 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Hiring for a leading consulting firm Internal audit for Broking Sectors Stock broking Nism AML Compliance AML Audit
Posted 2 months ago
1.0 - 2.0 years
6 - 8 Lacs
gandhidham, gujarat, india
On-site
Geojit Financial Service Des : Branch Manger ctc : 8 lpa Essential Duties and Responsibilities: 1. Business & People Related Responsibilities: ? Ensure growth of the branch revenue, profitability and sustainability through client interaction and branch team management. ? Arrange regular investor interactions and meetings to enhance relationship value and expand the client base. ? Engage with HNIs, new prospects and important customers of the branch to ensure customer satisfaction, and brand visibility. ? Identify suitable talents for recruitment for placing the best available talent. ? Provide appropriate handholding to new joiners and support with training and guidance to ensure that branch...
Posted 2 months ago
2.0 - 4.0 years
3 - 6 Lacs
new delhi, pune
Work from Office
Job:Senior Manager Stock BrokingDepartment:B2BQualification:Bachelor's Degree in Finance, Economics, Business Administration, or related field. OR Master's degree or professional certifications (e.g., CFA, MBA) preferred.No. Of Openings:3Age:NALocation:PUNEExperience In Years:Demonstrated 3-5 years of experience in Stock Broking, financial services, or investment management, with a solid record of effective leadership and meeting business objectives. Responsibilities: Role: As a Senior Manager in stock broking, you'll be crucial in overseeing and directing various facets of stock trading operations within the organization. This position requires a thorough grasp of financial markets, regulat...
Posted 2 months ago
2.0 - 5.0 years
2 - 3 Lacs
kolkata
Work from Office
We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.
Posted 2 months ago
1.0 - 4.0 years
3 - 5 Lacs
ahmedabad, rajkot, surat
Work from Office
Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set tar...
Posted 2 months ago
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