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2.0 - 7.0 years

1 - 6 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

New Client Acquisition, Advising clients with regard to their investment in equity & derivative markets and placing orders on their behalf. Building relationships with the client & educating them about investments.

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3.0 - 8.0 years

3 - 8 Lacs

Noida, Kanpur, Lucknow

Work from Office

Willing to open DMAT accounts Ready for self-sourcing Salary : 3 to 8 Lpa Nism required Undergraduate and Graduate 60% Dealing and 40% Cross sales Financial Products • like Health Insurance, SIPs, Life Insurance, Mutual funds Required Candidate profile Require Candidate Stock Broking Company Exp 2-10 year experience Send update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur Mobile No 9414133911

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1.0 - 6.0 years

3 - 6 Lacs

Hyderabad

Work from Office

Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.

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7.0 - 11.0 years

3 - 10 Lacs

Navi Mumbai, Maharashtra, India

On-site

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Management/ Pvt Banker

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7.0 - 11.0 years

3 - 10 Lacs

Vadodara, Gujarat, India

On-site

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Management/ Pvt Banker

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7.0 - 11.0 years

3 - 12 Lacs

Mumbai City, Maharashtra, India

On-site

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

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7.0 - 11.0 years

3 - 12 Lacs

Ludhiana, Punjab, India

On-site

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

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5.0 - 9.0 years

10 - 15 Lacs

Hyderabad, Telangana, India

On-site

QuickTurtle is seeking a highly experienced and dynamic Area Sales Manager, Investments . In this pivotal role, you will leverage your extensive knowledge of financial products and proven team leadership skills to drive sales, manage a diverse team, and collaborate across departments to achieve ambitious investment goals. Key Responsibilities Expertise in Financial Products: Utilize your extensive knowledge of diverse financial products, including Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Corporate Deposits, Bonds, NCDs (Non-Convertible Debentures), Insurances, and Stock Broking , to guide your team and clients. Team Leadership: Lead and effectively manage a team of Assistant Area Sales Managers (ASMs) and Relationship Managers (RMs) , bringing at least 5 years of prior experience in team management . This includes accompanying ASMs/RMs on client calls to provide guidance and support. Collaboration and Marketing: Work closely with the marketing team to effectively market investment products. Collaborate seamlessly with Relationship Managers, Dealers, and Partners for optimal product distribution. Goal Achievement: Drive and coordinate different teams and departments to consistently achieve established goals and objectives. Stakeholder Engagement: Present compelling product strategies to partners and stakeholders, clearly outlining plans, potential risks, and opportunities. Client Engagement: Regularly meet with clients to deeply understand their interests and preferences, ensuring tailored solutions. Feedback and User Communication: Actively solicit and incorporate feedback from various user groups, including ASMs/RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding any product changes or updates. Market Intelligence: Conduct thorough analysis of the competition through market intelligence, refining sales strategies accordingly to maintain a competitive edge. Data Reporting: Collect relevant market data and prepare insightful reports for both the Marketing and Leadership teams. Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer and enhancing overall team capabilities.

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5.0 - 9.0 years

10 - 15 Lacs

Trichy, Tamil Nadu, India

On-site

QuickTurtle is seeking a highly experienced and dynamic Area Sales Manager, Investments . In this pivotal role, you will leverage your extensive knowledge of financial products and proven team leadership skills to drive sales, manage a diverse team, and collaborate across departments to achieve ambitious investment goals. Key Responsibilities Expertise in Financial Products: Utilize your extensive knowledge of diverse financial products, including Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Corporate Deposits, Bonds, NCDs (Non-Convertible Debentures), Insurances, and Stock Broking , to guide your team and clients. Team Leadership: Lead and effectively manage a team of Assistant Area Sales Managers (ASMs) and Relationship Managers (RMs) , bringing at least 5 years of prior experience in team management . This includes accompanying ASMs/RMs on client calls to provide guidance and support. Collaboration and Marketing: Work closely with the marketing team to effectively market investment products. Collaborate seamlessly with Relationship Managers, Dealers, and Partners for optimal product distribution. Goal Achievement: Drive and coordinate different teams and departments to consistently achieve established goals and objectives. Stakeholder Engagement: Present compelling product strategies to partners and stakeholders, clearly outlining plans, potential risks, and opportunities. Client Engagement: Regularly meet with clients to deeply understand their interests and preferences, ensuring tailored solutions. Feedback and User Communication: Actively solicit and incorporate feedback from various user groups, including ASMs/RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding any product changes or updates. Market Intelligence: Conduct thorough analysis of the competition through market intelligence, refining sales strategies accordingly to maintain a competitive edge. Data Reporting: Collect relevant market data and prepare insightful reports for both the Marketing and Leadership teams. Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer and enhancing overall team capabilities.

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5.0 - 9.0 years

10 - 15 Lacs

Delhi, India

On-site

QuickTurtle is seeking a highly experienced and dynamic Area Sales Manager, Investments . In this pivotal role, you will leverage your extensive knowledge of financial products and proven team leadership skills to drive sales, manage a diverse team, and collaborate across departments to achieve ambitious investment goals. Key Responsibilities Expertise in Financial Products: Utilize your extensive knowledge of diverse financial products, including Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Corporate Deposits, Bonds, NCDs (Non-Convertible Debentures), Insurances, and Stock Broking , to guide your team and clients. Team Leadership: Lead and effectively manage a team of Assistant Area Sales Managers (ASMs) and Relationship Managers (RMs) , bringing at least 5 years of prior experience in team management . This includes accompanying ASMs/RMs on client calls to provide guidance and support. Collaboration and Marketing: Work closely with the marketing team to effectively market investment products. Collaborate seamlessly with Relationship Managers, Dealers, and Partners for optimal product distribution. Goal Achievement: Drive and coordinate different teams and departments to consistently achieve established goals and objectives. Stakeholder Engagement: Present compelling product strategies to partners and stakeholders, clearly outlining plans, potential risks, and opportunities. Client Engagement: Regularly meet with clients to deeply understand their interests and preferences, ensuring tailored solutions. Feedback and User Communication: Actively solicit and incorporate feedback from various user groups, including ASMs/RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding any product changes or updates. Market Intelligence: Conduct thorough analysis of the competition through market intelligence, refining sales strategies accordingly to maintain a competitive edge. Data Reporting: Collect relevant market data and prepare insightful reports for both the Marketing and Leadership teams. Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer and enhancing overall team capabilities.

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7.0 - 11.0 years

3 - 12 Lacs

Chandigarh, India

On-site

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

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8.0 - 13.0 years

12 - 16 Lacs

Coimbatore, Tamil Nadu, India

On-site

QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group . In this key role, you'll be responsible for achieving significant revenue targets, leading and mentoring a team, and driving growth across a comprehensive suite of broking and investment products for our NRI clients from Dubai and other offshore locations. Key Responsibilities Achieve Revenue Targets: Your primary responsibility will be to meet the set revenue targets for the NRI Team. This will be achieved through brokering Equity, Derivatives, Commodity & Currency , and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) to existing acquired NRI clients from the Dubai and other offshore location desks. Team Leadership & Development: You'll be responsible for hiring and training your team on product knowledge and selling skills. You'll act as a Team Leader , capable of recruiting and developing new Relationship Managers. Client Activity & Growth: Focus on improving and maintaining the client activity ratio by actively engaging and activating clients across all segments. Cross-Functional Coordination: Demonstrate the ability to coordinate effectively with different internal teams to ensure seamless client service and operational efficiency. Channel Management: Utilize strong channel management skills to optimize client engagement and product distribution. Analytical Interpretation: Apply strong analytical skills to interpret complex business information and drive strategic decisions. Team Management: Effectively handle and lead a team of NRI Relationship Managers . Qualifications & Experience Experience: 8+ years in sales of investment products, specifically including Equity Stock Broking, Mutual Funds, PMS, and AIF . Domain Knowledge: Possess in-depth knowledge of products like Equity Stock Broking, PMS, Mutual Funds, AIF, and Bonds .

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8.0 - 13.0 years

12 - 16 Lacs

Vadodara, Gujarat, India

On-site

QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group . In this key role, you'll be responsible for achieving significant revenue targets, leading and mentoring a team, and driving growth across a comprehensive suite of broking and investment products for our NRI clients from Dubai and other offshore locations. Key Responsibilities Achieve Revenue Targets: Your primary responsibility will be to meet the set revenue targets for the NRI Team. This will be achieved through brokering Equity, Derivatives, Commodity & Currency , and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) to existing acquired NRI clients from the Dubai and other offshore location desks. Team Leadership & Development: You'll be responsible for hiring and training your team on product knowledge and selling skills. You'll act as a Team Leader , capable of recruiting and developing new Relationship Managers. Client Activity & Growth: Focus on improving and maintaining the client activity ratio by actively engaging and activating clients across all segments. Cross-Functional Coordination: Demonstrate the ability to coordinate effectively with different internal teams to ensure seamless client service and operational efficiency. Channel Management: Utilize strong channel management skills to optimize client engagement and product distribution. Analytical Interpretation: Apply strong analytical skills to interpret complex business information and drive strategic decisions. Team Management: Effectively handle and lead a team of NRI Relationship Managers . Qualifications & Experience Experience: 8+ years in sales of investment products, specifically including Equity Stock Broking, Mutual Funds, PMS, and AIF . Domain Knowledge: Possess in-depth knowledge of products like Equity Stock Broking, PMS, Mutual Funds, AIF, and Bonds .

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7.0 - 12.0 years

3 - 12 Lacs

Vadodara, Gujarat, India

On-site

VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products skills : - Pvt. Client Group, PCG, PCG - Advisory, Stock Broking , Equity Trading,Dealing , Share Trading Dealing, Wealth Management

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7.0 - 12.0 years

3 - 12 Lacs

Ahmedabad, Gujarat, India

On-site

VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products skills : - Pvt. Client Group, PCG, PCG - Advisory, Stock Broking , Equity Trading,Dealing , Share Trading Dealing, Wealth Management

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7.0 - 12.0 years

3 - 12 Lacs

Hyderabad, Telangana, India

On-site

VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products skills : - Pvt. Client Group, PCG, PCG - Advisory, Stock Broking , Equity Trading,Dealing , Share Trading Dealing, Wealth Management

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7.0 - 12.0 years

3 - 12 Lacs

Kolkata, West Bengal, India

On-site

VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products skills : - Pvt. Client Group, PCG, PCG - Advisory, Stock Broking , Equity Trading,Dealing , Share Trading Dealing, Wealth Management

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5.0 - 7.0 years

10 - 13 Lacs

Coimbatore, Tamil Nadu, India

On-site

QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel, we invite you to drive our growth. Key Responsibilities Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the Sales Team. Provide crucial clarifications & required support to the team about Bond sourcing, the process to be followed, and assistance in deal closures. Source Secondary Bond rates from various market participants and prepare accurate quotes. Share timely Bond quotes with your team on a daily basis. Identify new bond opportunities and effectively share this information with the team. Prepare sourcing-specific bond cash flows and facilitate deal closures by coordinating closely with the Sales team IFDs. Candidate Profile Experience: Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities . Demonstrated experience and knowledge of the Secondary Bond Market and other Fixed Income Securities , specifically handling IFDs, IFAs, and Franchisee Channels . Domain Knowledge: Strong understanding of the market pulse and trade knowledge . In-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation). IT Skills: Proficiency in MS Office and Business Intelligence Applications .

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5.0 - 7.0 years

10 - 13 Lacs

Lucknow, Uttar Pradesh, India

On-site

QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel, we invite you to drive our growth. Key Responsibilities Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the Sales Team. Provide crucial clarifications & required support to the team about Bond sourcing, the process to be followed, and assistance in deal closures. Source Secondary Bond rates from various market participants and prepare accurate quotes. Share timely Bond quotes with your team on a daily basis. Identify new bond opportunities and effectively share this information with the team. Prepare sourcing-specific bond cash flows and facilitate deal closures by coordinating closely with the Sales team IFDs. Candidate Profile Experience: Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities . Demonstrated experience and knowledge of the Secondary Bond Market and other Fixed Income Securities , specifically handling IFDs, IFAs, and Franchisee Channels . Domain Knowledge: Strong understanding of the market pulse and trade knowledge . In-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation). IT Skills: Proficiency in MS Office and Business Intelligence Applications .

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5.0 - 7.0 years

10 - 13 Lacs

Ahmedabad, Gujarat, India

On-site

QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel, we invite you to drive our growth. Key Responsibilities Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the Sales Team. Provide crucial clarifications & required support to the team about Bond sourcing, the process to be followed, and assistance in deal closures. Source Secondary Bond rates from various market participants and prepare accurate quotes. Share timely Bond quotes with your team on a daily basis. Identify new bond opportunities and effectively share this information with the team. Prepare sourcing-specific bond cash flows and facilitate deal closures by coordinating closely with the Sales team IFDs. Candidate Profile Experience: Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities . Demonstrated experience and knowledge of the Secondary Bond Market and other Fixed Income Securities , specifically handling IFDs, IFAs, and Franchisee Channels . Domain Knowledge: Strong understanding of the market pulse and trade knowledge . In-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation). IT Skills: Proficiency in MS Office and Business Intelligence Applications .

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5.0 - 7.0 years

10 - 13 Lacs

Bengaluru, Karnataka, India

On-site

QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel, we invite you to drive our growth. Key Responsibilities Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the Sales Team. Provide crucial clarifications & required support to the team about Bond sourcing, the process to be followed, and assistance in deal closures. Source Secondary Bond rates from various market participants and prepare accurate quotes. Share timely Bond quotes with your team on a daily basis. Identify new bond opportunities and effectively share this information with the team. Prepare sourcing-specific bond cash flows and facilitate deal closures by coordinating closely with the Sales team IFDs. Candidate Profile Experience: Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities . Demonstrated experience and knowledge of the Secondary Bond Market and other Fixed Income Securities , specifically handling IFDs, IFAs, and Franchisee Channels . Domain Knowledge: Strong understanding of the market pulse and trade knowledge . In-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation). IT Skills: Proficiency in MS Office and Business Intelligence Applications .

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5.0 - 7.0 years

10 - 13 Lacs

Vadodara, Gujarat, India

On-site

QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel, we invite you to drive our growth. Key Responsibilities Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the Sales Team. Provide crucial clarifications & required support to the team about Bond sourcing, the process to be followed, and assistance in deal closures. Source Secondary Bond rates from various market participants and prepare accurate quotes. Share timely Bond quotes with your team on a daily basis. Identify new bond opportunities and effectively share this information with the team. Prepare sourcing-specific bond cash flows and facilitate deal closures by coordinating closely with the Sales team IFDs. Candidate Profile Experience: Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities . Demonstrated experience and knowledge of the Secondary Bond Market and other Fixed Income Securities , specifically handling IFDs, IFAs, and Franchisee Channels . Domain Knowledge: Strong understanding of the market pulse and trade knowledge . In-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation). IT Skills: Proficiency in MS Office and Business Intelligence Applications .

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4.0 - 6.0 years

3 - 12 Lacs

Indore, Madhya Pradesh, India

On-site

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

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4.0 - 6.0 years

3 - 12 Lacs

Jaipur, Rajasthan, India

On-site

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

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4.0 - 6.0 years

3 - 12 Lacs

Delhi, India

On-site

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

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