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2.0 - 5.0 years
2 - 7 Lacs
jalandhar, ahmedabad, rajkot
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
2.0 - 5.0 years
2 - 7 Lacs
visakhapatnam, rourkela, hyderabad
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
2.0 - 5.0 years
2 - 7 Lacs
bhubaneswar, kolkata, patna
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
2.0 - 5.0 years
2 - 7 Lacs
ludhiana, chandigarh, ambala
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
3.0 - 8.0 years
2 - 6 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
1). Resolving queries raised by franchisees in different areas like RMS / Back office / A/c opening / Compliance / DP / Trading / Mutual Funds etc 2) Preparing monthly performance reports for franchisees 3) Conducting training sessions for franchisees for a/c opening / trading / back office softwares 4) Preparing backup files for dealing voice recordings received from franchisees 5) Speaking to the franchisees regarding changes proposed by exchanges / SEBI from time to time 6) Proactively identifies potential work bottlenecks or peaks in work volume and identifies plans to meet agreed upon deadlines
Posted 2 months ago
4.0 - 9.0 years
5 - 9 Lacs
ludhiana, hisar, mandi
Work from Office
Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking or Insurance Background and Banking (4-10 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com
Posted 2 months ago
0.0 - 5.0 years
3 - 6 Lacs
noida, 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
3.0 - 8.0 years
5 - 12 Lacs
noida, gurugram, delhi / ncr
Work from Office
*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 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 2 months ago
5.0 - 9.0 years
0 Lacs
noida, uttar pradesh
On-site
You will be joining PlusWealth Capital Management, a high-frequency trading organization that has been a pioneer in innovative trading solutions since 2008. As a Compliance Manager, your role will involve shaping the future of trading by handling various compliance activities related to Stock Broker and Depository Participant towards regulatory bodies such as SEBI, Stock Exchanges, Depository, and other relevant entities. Your responsibilities will include but are not limited to: - Coordinating with a wide range of stakeholders including Regulators, Auditors, Custodian, Tax Consultants, RTA, Investors, and Vendors on a regular basis - Ensuring compliance with Daily, Monthly, Quarterly, Half-...
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
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
0.0 - 5.0 years
1 - 3 Lacs
mumbai, navi mumbai, mumbai (all areas)
Work from Office
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanas...
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad, vadodara
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling 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 rahul.jani@tradebulls.in or WhatsApp on 8422827224
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.in
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
udaipur, jaipur, bhilwara
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...
Posted 2 months ago
2.0 - 7.0 years
2 - 5 Lacs
kanpur, lucknow, delhi / ncr
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...
Posted 2 months ago
2.0 - 7.0 years
3 - 6 Lacs
ludhiana, indore, new delhi
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Direct Sales CTC- up to-6 lac+ incentive + Other benefit Relationship Manager • New client acquisition new clients per month from open market • Cross selling of third party investment products • Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966.
Posted 2 months ago
1.0 - 5.0 years
0 Lacs
gandhinagar, gujarat
On-site
As a Customer Support Executive at INDmoney, you will play a crucial role in assisting our customers with their queries and complaints related to personal finance management and investments in Indian Stocks, Mutual Funds, and US Stocks. With a minimum of 1+ years of experience in a customer-facing role, you will be responsible for ensuring customer satisfaction through efficient and quality-driven service. Your key responsibilities will include interacting with customers through email and calls to resolve their issues, providing support on trading, portfolio management, and account-related matters, as well as coordinating with internal departments to ensure timely resolution of customer quer...
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
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
1.0 - 5.0 years
3 - 6 Lacs
ludhiana, chandigarh, jammu
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
udaipur, jaipur, bhilwara
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
prayagraj, kanpur, lucknow
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetin...
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
noida, new delhi, gurugram
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetin...
Posted 2 months ago
1.0 - 5.0 years
1 - 4 Lacs
karimnagar, bhubaneswar, anugul
Work from Office
- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Following up with customers - Meeting sales Customers -Graduation or Above -Age 21 to 37 Years -Minimum 7 Months experience in BFSI Sector -Fresher's Can't Apply Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-44
Posted 2 months ago
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