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0.0 - 2.0 years
0 - 2 Lacs
ahmedabad
Work from Office
Cold calling of the leads provided & generation of leads Converting leads into potential prospects & coordinating with the Marketing Team Follow up of the leads & maintaining good customer relations Branding & promotion of the business Required Candidate profile Graduation Mandatory Good communication & presentation skills Training shall be provided Interested candidates can mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383 (Ext:3)
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
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
15.0 - 16.0 years
14 - 18 Lacs
mumbai
Work from Office
1. Leadership & Strategy: Define and implement the strategic vision and roadmap for the stock broking vertical in alignment with the company's long-term goals. Build, mentor, and lead a high-performing team, fostering a culture of innovation, performance, and compliance. 2. Sales, Revenue & Growth: Develop and execute a high-impact sales and distribution strategy to achieve market penetration and revenue targets. Drive customer acquisition by leveraging cross-selling opportunities within the existing user base and external ecosystems. Implement data-driven approaches for lead generation, sales forecasting, and customer acquisition. Establish partnerships with banks, NBFCs, fintech companies,...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
1.0 - 4.0 years
2 - 4 Lacs
imphal, ahmedabad, anand
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 2 months ago
1.0 - 4.0 years
2 - 4 Lacs
ahmedabad, gurugram, anand
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
prayagraj, lucknow, moradabad
Work from Office
Job Role: Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior...
Posted 2 months ago
1.0 - 4.0 years
3 - 5 Lacs
madurai, chennai, coimbatore
Work from Office
Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...
Posted 2 months ago
7.0 - 12.0 years
7 - 17 Lacs
mumbai
Work from Office
Dear Candidate, Greetings!! Kindly find the Job Description for the Member Oversight (Inspection) Role and Responsibilities: Conducting inspections: Performing on-site inspections of brokerage firms, trading platforms, to examine their activities, systems, and operations. Compliance monitoring: Evaluating the compliance of market participants with relevant stock exchange rules, regulations, and securities laws. Documenting findings and preparing reports: Collecting and analyzing data, documenting inspection findings, and preparing detailed reports that highlight any non-compliance instances or areas that require improvement. Investigating complaints and market irregularities: Responding to c...
Posted 2 months ago
3.0 - 4.0 years
1 - 3 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Job Title: KYC Operations Key Responsibilities: Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participat...
Posted 2 months ago
0.0 - 1.0 years
1 - 3 Lacs
bengaluru
Work from Office
Launch your career as an Unlisted Stock Broker! Get 20 days of hands-on sales training, NISM certification support & live client exposure. Onboard investors, meet targets & grow in a booming INR 25B market. Limited seats apply now! Food allowance
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
hubli, chennai, bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
dharwad, chennai, bengaluru
Work from Office
Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
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
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
5.0 - 10.0 years
5 - 10 Lacs
gandhinagar, gwalior, ahmedabad
Work from Office
- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com
Posted 2 months ago
3.0 - 8.0 years
3 - 8 Lacs
mumbai, gandhinagar, mumbai suburban
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com
Posted 2 months ago
1.0 - 6.0 years
1 - 2 Lacs
kolkata
Work from Office
Role & responsibilities Operations Executive @ reputed stock broking | Kolkata Trade Processing Client Account Management KYC verification, documentation, data entry. Maintain and update client records in the system. Documentation and Compliance Reporting and Reconciliation Generate and share daily reports such as trade summaries, margin reports, and ledger statements. Perform regular reconciliation of client funds, securities, and trades with DP and bank data. Support Functions Preferred candidate profile B.Com graduate with minimum 1 year of experience in accounts and finance Experience in stock broking company will be an advantage
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
0.0 - 1.0 years
2 - 3 Lacs
ernakulam
Work from Office
Responsibilities: Manage client portfolios through equity advisory services Execute trades on stock exchanges via equity brokerage Monitor market trends for investment opportunities Sales incentives Annual bonus Performance bonus
Posted 2 months ago
2.0 - 5.0 years
2 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
chennai, bengaluru, delhi / ncr
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com
Posted 2 months ago
2.0 - 5.0 years
2 - 7 Lacs
prayagraj, dehradun, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 months ago
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