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3.0 - 5.0 years
5 - 7 Lacs
ahmedabad
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...
Posted 1 week ago
2.0 - 3.0 years
4 - 5 Lacs
chennai
Work from Office
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...
Posted 1 week ago
3.0 - 6.0 years
5 - 8 Lacs
mumbai
Work from Office
1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...
Posted 1 week ago
3.0 - 7.0 years
5 - 9 Lacs
mumbai
Work from Office
Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue 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) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...
Posted 1 week ago
7.0 - 11.0 years
15 - 30 Lacs
thiruvananthapuram
Work from Office
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...
Posted 1 week ago
5.0 - 10.0 years
5 - 11 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Mumbai location Role: Compliance Manager Experience: 4 - 8 Years Job Purpose: To manage and oversee compliance within the organization. This includes ensuring that the company adheres to all compliance standards and internal policies, thereby mitigating risks and fostering a culture of integrity. The expectation and responsibility of the Compliance professional will be to understand, interpret, and guide business teams regarding new regulations emanating from SEBI/Stock Exchanges/Depositories. Job Description: Role & Responsibilities: Key Responsibility Descriptive Parameters 1. Implementation of Circulars Monitor n...
Posted 1 week 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 1 week ago
1.0 - 4.0 years
0 - 4 Lacs
bengaluru, karnataka, india
On-site
Geojit Financial Services Ltd. Job Description Job title Functional Designation Financial Consultant Department Branch Sub-Department NA Reporting to Branch Head Employment Type Probation? Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The postholder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modifie...
Posted 1 week ago
0.0 - 2.0 years
1 - 2 Lacs
hyderabad/ secunderabad, himayathnagar
Work from Office
-Responsible for marketing of software products -Calling & fixing appointment with leads -Responsible for giving Demo/Presentation of software -Regular follow-ups on daily basis with prospects/leads -Opportunity to learn about sharemarket domain Required Candidate profile Languages Known : English & Telugu Qualification : Graduation Good communication skills & Presentation skills preferred Intereseted candidates can call / whatsapp on 8655762847 for further details
Posted 1 week ago
10.0 - 14.0 years
0 Lacs
haryana
On-site
You are an experienced Wealth Head with a strong background in the stock broking industry, responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Your main responsibilities include developing and maintaining relationships with clients, providing personalized investment advice, managing clients" investment portfolios, conducting market research, staying updated with market trends, generating new business, collaborating with other departments, and meeting or exceeding sales targets and KPIs. To excel in this role, you should have 10+ years of experience as a Wealth Manager in the stock broking ind...
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
You will be responsible for executing trades (buy/sell) on behalf of clients in the equity and F&O segment. Your role will involve managing and monitoring client portfolios and trading activity efficiently. Additionally, you will be required to communicate effectively with clients, providing them with market updates and trade confirmations as necessary. Timely execution of orders and maintaining proper documentation is crucial. You will also be responsible for keeping trading records and reports up to date. Collaborating with the back office for settlements and compliance will be part of your routine tasks. As a Stock Trading Operator, a graduate degree is required along with a minimum of 5 ...
Posted 1 week ago
2.0 - 7.0 years
4 - 7 Lacs
pune
Work from Office
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Brokerage generation. Required Candidate profile The individual is required to provide advisory services to HNI and Ultra HNI clients in Equity, Derivatives, and Currency. Must have NISM Certificate. Markets. Responsible for brokerage generation.
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai, mumbai suburban, mumbai (all areas)
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 7304501604 or share CV on jyoti.mehta@tradebulls.in
Posted 1 week ago
0.0 - 1.0 years
0 - 3 Lacs
pune
Work from Office
During your learning phase which between 3-6 months only 2,000Rs stipend will be provided. Contact HR on whatsup 9623648158 or email hradmin@nebulacapital.in This is trader role and to qualify for payroll + profit sharing you need to earn USD 1000
Posted 1 week ago
0.0 - 1.0 years
0 - 6 Lacs
pune
Work from Office
. After completing the training period, you'll be fully equipped to start as an analyst/trader in the US stock market and make well-informed trading decisions. Shift Training time: 6 pm -1am IST (office base role) HR manager -9623648158 Assistive technologies Provident fund
Posted 1 week ago
4.0 - 9.0 years
6 - 10 Lacs
noida, new delhi, delhi / ncr
Work from Office
1) Develop and implement sales strategies and plans to achieve company sales targets and objectives. 2) Selling Unlisted Stocks and identifying and acquiring new clients for AIF and PMS products. 3) Communicate product features and benefits effectively and Build/maintain client relationships. 4) Manage and mentor a team of sales professionals, providing guidance, support, and ongoing training to ensure their success and sales growth. 5) Make strategic planning to grow Business for all B2C & B2B Branches. 6) Advising clients on profitable Investment opportunities for Equity, Commodity, and currency products. 7) Build and maintain strong relationships with key clients and prospects, identifyin...
Posted 1 week ago
2.0 - 7.0 years
2 - 7 Lacs
lucknow
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager /Sr. Manager specializing in Equity to join our team in Lucknow. Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activiti...
Posted 1 week ago
1.0 - 3.0 years
3 - 4 Lacs
mumbai
Work from Office
The Trader cum Back Office Executive -Executing trades on behalf of clients and the firm, This role requires a strong understanding of financial markets, excellent attention to detail, and the ability to work in a fast-paced environment.
Posted 1 week ago
2.0 - 7.0 years
2 - 7 Lacs
hyderabad, telangana, india
On-site
Job Description Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits solving quires to the customers
Posted 1 week ago
3.0 - 8.0 years
3 - 8 Lacs
kolkata, west bengal, india
On-site
Job Summary Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. Regular meetings with Active clients, converting the dormant clients into active. Regular Regional visit for HNI client meetings, seminar/events. Cross sell of Third party focussed products as suggested by the Anand Rathi grou...
Posted 1 week ago
0.0 - 2.0 years
0 - 2 Lacs
mumbai, maharashtra, india
On-site
Key Responsibilities Coordinate effectively between internal departments and external regulatory bodies Manage follow-ups with various teams to ensure timely task completion Help maintain management information systems (MIS) Prepare compliance reports and documentation as required Support the compliance team with ad-hoc reports Handle additional responsibilities as assigned by team Qualifications Strong organizational and interpersonal communication skills Proficiency in Microsoft Excel Basic understanding of capital markets structure and operations Attention to detail and ability to work in a fast-paced environment. Bachelor's degree in Finance, Commerce, Business Administration or related ...
Posted 1 week ago
1.0 - 3.0 years
3 - 7 Lacs
kolkata
Work from Office
Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...
Posted 1 week ago
0.0 - 5.0 years
2 - 2 Lacs
navi mumbai
Work from Office
- Need banking / Insurance/ Loan experience - Good communication required - Need graduate with min 1 year on paper experience Salary:- Depend on interview upto 28k CTC Shift timing - 9.30am to 6.30pm Sunday fixed off
Posted 1 week ago
0.0 - 2.0 years
2 - 3 Lacs
navi mumbai
Work from Office
Qualification: Graduation Experience: Grduate fresher are ok Requirements: Comms: Very good< excellent Graduate Fresher: 17k inhand NISM Certified:Salary: 25k CTC PERKS:Centralised Pickup drop available
Posted 1 week ago
0.0 - 5.0 years
2 - 3 Lacs
mumbai, mumbai suburban
Work from Office
Dear Candidate, Hiring for Customer Support Team at SBI Securities : We have urgent opening in CSG department (Inbound process & Email Process ) Should have good verbal and written communication skills. Education : Min Graduates (Freshers are welcome) Experience : 0-4 Years (Customer Support experience required ) Age : upto 30 Years On Payroll of company. Location - Interview Location or Job Location SBI Securities Ltd Voltas House, A Block C.S No -760, T.B Kadam Marg, Chinchpokli , Mumbai, Maharashtra 400033 (10 Min walking from Chinchpokli Station - Central line/ Cotton Green Station - Harbour line) JD: Resolving the client queries within the defined timeframe. To resolve customer queries ...
Posted 1 week ago
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