2313 Stock Broking Jobs - Page 44

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.

1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6)...

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. Location: Trivendrum , Vadodra, Delhi, NCR, Mumbai,Kolkata,Hyderabad,...

Department: Internal Control Role: VR Listening Grade: E1/ E2 Designation: Assistant Manager/ Deputy Manager Location: Mumbai (Goregaon) Job Profile Listening to Voice recording as per dealer code of conduct requirements Handling and supervision of internal investigations of all reported and suspected fraud incidences, misconduct, policy / procedure breaches and timely issuance of reports. Investigate and assess alerts for potential risks. Take feedbacks from clients and maintain MIS data. Addressing clients record and ensure clients satisfaction. Delegate clients feedbacks to the Audit team. Requirement Graduate with experience of Fresher - 2 years. Proficiency with MS office especially Exc...

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...

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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)...

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...

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 ...

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...

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...

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients ...

- 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@yahoo.com

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

Job Responsibilities: Manage financial reporting, audits, and compliance with accounting standards. Handle taxation, including direct and indirect taxes, GST, and income tax filings. Oversee budgeting, financial planning, and cost analysis. Ensure regulatory compliance with tax laws and corporate finance policies. Manage accounts payable, receivable, and reconciliation activities. Provide strategic financial advice to management. Broking Industry Working Experience

Requirements: - A Relationship Manager is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Responsible for Sourcing & Acquiring New Franchisee/Business Associate/Partner. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Business conversion of all the newly acquired franchisees. Skills & Qualificatio...

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 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) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party P...

Job Description for Branch Manager :- Lead the branch and generate revenue/ net profit, as per ARG norms Induct, facilitate and motivate Dealers and Relationship Managers to work towards the profitability of the branch by retaining right clients (individuals and corporate), acquiring quality ones by networking with existing ones and servicing clients. Maintain balanced product mix to facilitate de-risking Ensure compliance of all dealings as per SEBI and Exchange guidelines. Responsible for smooth day-to-day operations of the branch and maintain the brand image of the organization Interested Candidates can Contact to Miss Mansi Yadav Contact Number : 7428895061 Email I'd : mansi.y@opusglobal...

Role Description Job Specification Position Details Position Title: Relationship Manager Grade: I (RE) & AM(RM) Department: Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title: Channel Head/Channel Manager Demographics Role Relationship Executive / Relationship Manager DET Role & responsibilities To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors Key Accountabilities To achieve monthly plan to acquire Retail...

Candidate should have 1 to 3 years of work experience with stock broking/ Finance company Job Description: Acquiring new and prospective customers Understanding the requirements of the prospect Providing them with advice that helps them to sort out their problems in investment Ensuring future business from those prospective customers in the long run Maintaining cordial relationship with the existing clients Understanding the current needs of the clients Designing an investment option suitable to the clients Sell financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit etc Solving at their investment problem and providing advisory services Ensuring that the customers are...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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. Reactivating clients. Handling important clients and servicing them. Preferred candidate profile- Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Local Candidates ONLY. Qualifications: - • A Graduate/MBA (Finance/Marketing) Degree holder. • Other qualifications also can be consider. NISM Certified

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...