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1.0 - 6.0 years
3 - 6 Lacs
bengaluru
Work from Office
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...
Posted 2 months ago
1.0 - 6.0 years
3 - 6 Lacs
hyderabad
Work from Office
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...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
lucknow
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
kanpur
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
hyderabad
Work from Office
Job Profile- PCG Advisor Senior Location-Hyderabad Job Purpose 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 and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and ne...
Posted 2 months ago
1.0 - 6.0 years
4 - 6 Lacs
noida
Work from Office
Job Role- Relationship Manager Job Description- 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships Role Requirements- Educational Qualifications: Graduate with Minimum 50% Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services-...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
kota, ajmer, jodhpur
Work from Office
Interested candidates can mail their updated resumes on Annu.sharma@sbicapsec.com Whatsapp Only: 8076095879 Designation: Equity Dealer Location: Ajmer, Jaipur, Jodhpur, Kota Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, ...
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Equity trading, sales & broking. Equity advisory services. Cross sell other financial products. Provide guidance on derivative products such as options and futures contracts. Above not limited to
Posted 2 months ago
2.0 - 7.0 years
4 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Must have prior Equity trading, sales & broking experience. Cross sell other financial products. Generate sales leads and service existing clients. Must be NISM certified.
Posted 2 months ago
2.0 - 7.0 years
0 - 0 Lacs
pune, mumbai city, delhi
On-site
Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with high-net-worth individuals (HNI) and driving sales in investment products. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 8,00,000 , this full-time position offers an exciting opportunity to work in a vibrant environment across multiple locations including Ahmedabad, Mumbai City, Pune, and Delhi . Key Responsibilities Develop and maintain strong relationships with HNI clients to understand their investment needs a...
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 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 shweta.rajput@tradebulls.in or WhatsApp on 9913274989
Posted 2 months ago
3.0 - 6.0 years
13 - 18 Lacs
gurugram
Work from Office
Financial Reporting (NBFC). CA with 3–6 yrs exp. Handle NBFC accounting, Ind AS FS, RBI returns, GL/R2R, intercompany, audits, IFC, ERP/LMS integration & MIS. Strong in compliance, reporting & financial controls, accounting & financial reporting.
Posted 2 months ago
10.0 - 20.0 years
5 - 14 Lacs
hyderabad, pune, chennai
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@yahoo.com
Posted 2 months ago
2.0 - 7.0 years
5 - 12 Lacs
jaipur, delhi / ncr, mumbai (all areas)
Work from Office
Identify and acquire new franchisees/sub-brokers in assigned territories Conduct presentations and meetings with potential partners Evaluate partners on business potential, experience & financials Required Candidate profile Minimum 2 years of experience in franchise acquisition/sub-broker recruitment in broking/finance industry Strong understanding of stock broking, financial products, and SEBI norms
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
1.0 - 4.0 years
2 - 4 Lacs
udaipur, ahmedabad, jaipur
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 1 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351352480 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 2 months ago
6.0 - 8.0 years
8 - 13 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Responsibilities: Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients. Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. To acquire and build relations with HNI, Retail and corporate customers. To provide end to end service relations to existing customers relationship on a proactive manner. To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset...
Posted 2 months ago
1.0 - 6.0 years
2 - 3 Lacs
nashik, pune, ahmednagar
Work from Office
Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector)
Posted 2 months ago
1.0 - 5.0 years
4 - 7 Lacs
dehradun, ahmedabad, rajkot
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
1.0 - 5.0 years
4 - 7 Lacs
bhubaneswar, visakhapatnam, hyderabad
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
1.0 - 5.0 years
4 - 7 Lacs
pune, mumbai (all areas)
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
1.0 - 5.0 years
4 - 7 Lacs
kolkata, patna, rourkela
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
1.0 - 5.0 years
4 - 7 Lacs
prayagraj, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
2.0 - 7.0 years
3 - 6 Lacs
hyderabad, chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. Localite - Hyderabad / Chennai (Anna Nagar /TNagar /Guindy) Perks and benefits As per Industry norms
Posted 2 months ago
1.0 - 5.0 years
4 - 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. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 2 months ago
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