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0.0 - 5.0 years
2 - 3 Lacs
mumbai, thane, navi mumbai
Work from Office
Role & responsibilities Responsible for generating brokerage and activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients too Coordinating with clients for their daily trades in equity/FNO Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Advising clients of Sharekhan research and information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Regularly following-up with clients and handling their ...
Posted 2 months ago
7.0 - 12.0 years
8 - 14 Lacs
guwahati
Work from Office
Role & responsibilities Responsible to achieve all advisory product targets of branch. Will be responsible for cross selling third party products for the branch Should help branch team achieve their productivity as defined by company Gather assets in products as defined in KPI To Drive business thru Team of RM/AM/SE/IS Maintain I/E Ratio of 3:1 from Direct business & 4:1 including franchisee business Addition of New Revenue/asset by maintaining current revenue To ensure adherence to all compliance and company policy . Preferred candidate profile At least 1 year exp as Branch Manager
Posted 2 months ago
2.0 - 7.0 years
2 - 5 Lacs
rohtak
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
7.0 - 12.0 years
7 - 13 Lacs
bengaluru
Work from Office
Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Li...
Posted 2 months ago
4.0 - 8.0 years
3 - 7 Lacs
kochi
Work from Office
Job Description: Acquisition Events- Minimum 2 events Adding New Franchisee in the System through Company Leads and Personal Source and Accountable for Servicing for 1st year. Referrals leads to be generated through existing relationships in conjunction with HO Maintaining TAT for digital leads (LMS) Facilitating business development activities for newly commenced BPs to augment new client addition & revenue generation Facilitating training locally & @ HO for all new BP's Identifying & informing training requirements of business partners to local resources Work along with hand-holding resources to develop business. Interested candidates can send CV to vinith.yadav@branch.sharekhan.com or Wat...
Posted 2 months ago
4.0 - 9.0 years
4 - 7 Lacs
kolkata
Work from Office
Job Description: Acquisition Events- Minimum 2 events Adding New Franchisee in the System through Company Leads and Personal Source and Accountable for Servicing for 1st year. Referrals leads to be generated through existing relationships in conjunction with HO Maintaining TAT for digital leads (LMS) Facilitating business development activities for newly commenced BPs to augment new client addition & revenue generation Facilitating training locally & @ HO for all new BP's Identifying & informing training requirements of business partners to local resources Work along with hand-holding resources to develop business.
Posted 2 months ago
4.0 - 9.0 years
4 - 7 Lacs
chandigarh
Work from Office
Job Description: Acquisition Events- Minimum 2 events Adding New Franchisee in the System through Company Leads and Personal Source and Accountable for Servicing for 1st year. Referrals leads to be generated through existing relationships in conjunction with HO Maintaining TAT for digital leads (LMS) Facilitating business development activities for newly commenced BPs to augment new client addition & revenue generation Facilitating training locally & @ HO for all new BP's Identifying & informing training requirements of business partners to local resources Work along with hand-holding resources to develop business.
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
chandigarh
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
durgapur
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
kolkata
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
varanasi
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
4.0 - 8.0 years
4 - 5 Lacs
pune
Work from Office
Job Description: Acquisition Events- Minimum 2 events Adding New Franchisee in the System through Company Leads and Personal Source and Accountable for Servicing for 1st year. Referrals leads to be generated through existing relationships in conjunction with HO Maintaining TAT for digital leads (LMS) Facilitating business development activities for newly commenced BPs to augment new client addition & revenue generation Facilitating training locally & @ HO for all new BP's Identifying & informing training requirements of business partners to local resources Work along with hand-holding resources to develop business.
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
vapi, gandhinagar, ahmedabad
Work from Office
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...
Posted 2 months ago
0.0 - 1.0 years
2 - 3 Lacs
mumbai
Work from Office
Total years of Experience: 0-1 year 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 acquire...
Posted 2 months ago
1.0 - 2.0 years
1 - 3 Lacs
mumbai
Work from Office
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...
Posted 2 months ago
0.0 - 1.0 years
2 - 3 Lacs
mumbai
Work from Office
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...
Posted 2 months ago
3.0 - 5.0 years
6 - 10 Lacs
ahmedabad, rajkot, surat
Work from Office
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 cl...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, bengaluru
Work from Office
1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...
Posted 2 months ago
5.0 - 7.0 years
12 - 15 Lacs
ahmedabad, surat, vadodara
Work from Office
1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).4) Maintaining client relationships and generate AUM from preferred clients.5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients6) Helping te...
Posted 2 months ago
3.0 - 5.0 years
10 - 14 Lacs
ahmedabad, delhi / ncr, vadodara
Work from Office
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...
Posted 2 months ago
3.0 - 5.0 years
8 - 10 Lacs
new delhi, ahmedabad, vadodara
Work from Office
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...
Posted 2 months ago
5.0 - 9.0 years
8 - 12 Lacs
mumbai, vijayawada, delhi / ncr
Work from Office
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)...
Posted 2 months ago
3.0 - 5.0 years
8 - 10 Lacs
vadodara
Work from Office
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...
Posted 2 months ago
3.0 - 5.0 years
5 - 7 Lacs
ahmedabad, rajkot, surat
Work from Office
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...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, bengaluru
Work from Office
1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...
Posted 2 months ago
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