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5.0 - 10.0 years

0 - 1 Lacs

Bengaluru

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Job Title: Business Head Company: Niveshartha Private Limited Location: Bangalore Reports To: Founder / Managing Director Experience Required: 8+ years in financial services, investment advisory, or stock market research, with at least 5 years in a leadership role. About Niveshartha: Niveshartha Private Limited is a SEBI-registered research analyst firm offering a comprehensive suite of investment products including long-term SIP-based investments, options strategies, index algos, and short- to mid-term equity products. We aim to simplify wealth creation with data-driven, tech-enabled solutions. Job Summary: We are seeking a strategic, entrepreneurial, and growth-oriented Business Head to lead Nivesharthas expansion. This role will be responsible for driving revenue, strengthening operations, building new partnerships, scaling client acquisition, and aligning business functions with our long-term vision. Key Responsibilities: 1. Strategy & Leadership Define and execute the company’s business roadmap aligned with the founder’s vision. Set quarterly and annual growth targets for revenue, user acquisition, and partnerships. Lead and mentor teams across business development, marketing, customer success, and product positioning. 2. Sales & Revenue Growth Drive B2C and B2B sales for research products and investment services. Oversee pricing strategy, margin planning, and customer segmentation. 3. Product & Market Expansion Launch new services based on market demand. Work with research and tech teams to co-develop innovative offerings. Conduct competitor analysis and ensure product differentiation. 4. Operations & Client Delivery Ensure smooth delivery of research reports, strategy execution, onboarding, and client communication. Optimize workflows using CRM systems and automation tools. Implement strong feedback and improvement loops for client satisfaction. 5. Team Building & Culture Recruit and manage business development executives, marketers, and client managers. Instill a performance-driven, ethical, and learning-focused culture. 6. Compliance & Governance Coordinate with compliance teams to ensure SEBI and regulatory alignment. Manage risk, client grievance processes, and documentation hygiene. Key Skills & Qualifications: Must-Have Skills: Proven experience in business leadership within stock market advisory, brokerage, or fintech. Deep understanding of equity markets, options, and financial research. Strong sales and business development acumen. Excellent leadership, communication, and stakeholder management skills. Ability to build scalable processes and manage cross-functional teams. Preferred Skills: MBA or equivalent in Finance/Business. Familiarity with SEBI regulations and compliance frameworks. Experience in digital marketing, CRM-based growth, or automation-led customer journeys. Exposure to algorithmic trading or data-driven investment strategies. Why Join Niveshartha? High-impact role in a fast-growing financial research company. Work closely with the founder and contribute to strategic decision-making. Opportunity to build a national brand in Fintech Competitive compensation + performance-linked incentives Joining: Immediate or within [30/60] days

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3.0 - 5.0 years

0 - 0 Lacs

Mumbai Suburban

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Pashupati Capital Services (PCS) is seeking a BD executive to develop new business verticals, such as a retail/HNI trading platform , shares pledge services , and our GIFT City business . Principal Responsibilities Develop and execute sales strategies for AIF, PMS, and hedge funds (AIF CAT-III) across B2B and B2C channels. Identify and onboard distributors while expanding the client base among institutional investors, HNWIs, and family offices. Stay current with market trends, ensuring clients remain informed and strategies stay competitive. Build relationships with investors, partners, and financial institutions to drive sustainable growth. Conduct market research and competitor analysis to refine business development approaches and align with operational capabilities. Create and publish social media posts and drive relevant traffic to services offered by the company. Job Requirements Bachelors in Finance, Marketing, Business, or related field (MBA preferred) 4+ years in business development, marketing, or sales, with 3+ years in leadership within hedge funds, private equity, or financial services Strong understanding of financial markets, hedge funds, and broker-dealer operations Proven success in closing deals and driving revenue growth Exceptional leadership, communication, and relationship-building skills High integrity, professionalism, and ethical standards

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1.0 - 6.0 years

5 - 7 Lacs

Noida, Gurugram, Delhi / NCR

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Contact Centre Specialist Hiring -Gurgaon/Noida Exp: 1+yr Financial Domain Only Customer Service, Financial Planning, Stock/Share Mkt, Bonds, Debt/Equity, Basic Math Package 8LPA Grad: BBA/BCOM/MCOM Call 8920254429 deepanshi.imaginators@gmail.com

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5.0 - 7.0 years

5 - 7 Lacs

Visakhapatnam

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1. Seeking a Sales Manager with 5+ years in the stock market and 3+ years of team handling. 2. Strong knowledge of NSE, BSE, MCX, MF. 3. Expertise in lead/revenue generation, client relationship management, query resolution, and performance tracking Required Candidate profile Candidates with strong finance knowledge are highly preferred Immediate joiners will be given priority Attractive salary with performance-based incentives NISM certification will be an added advantage

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1.0 - 6.0 years

2 - 5 Lacs

Nagpur, Hyderabad, Bengaluru

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JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)

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1.0 - 6.0 years

2 - 5 Lacs

Ahmedabad, Surat, Vadodara

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JD for Sales RM/Dealer Candidate will be responsible for direct sales of demat accounts and brokerage Responsible for generating revenue and cross sale product like MF and PMS Candidate will be responsible for new client’s lead generation

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2.0 - 7.0 years

2 - 7 Lacs

Thane, Goregaon, Mumbai (All Areas)

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Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory

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5.0 - 10.0 years

4 - 8 Lacs

Gadag, Chennai, Bengaluru

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Opening for Branch Manager in Stock Market Company Location-Bangalore, Chennai, Hubli, Margoa, Gadag Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

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1.0 - 3.0 years

3 - 4 Lacs

Patna

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Acquire and manage Retail, HNI & UHNI clients Drive AUM growth through client meetings and personal networking Ensure seamless onboarding, transaction execution, and service Stay updated on market trends, sales targets, and regulatory compliance

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3.0 - 8.0 years

3 - 8 Lacs

Kolkata, Mumbai, Indore

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- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

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1.0 - 6.0 years

4 - 8 Lacs

Noida, Gurugram

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Hiring for Financial Customer service Skills- Customer Service,Voice process,share market,Finance Min 1 Year of exp Salary up to 9 LPA Loc - Gurgaon/Noida ( Walk-in Drive on 11th June ) Contact 9213608933 ( Ritik ) Email - ritik.imaginators@gmail.com

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1.0 - 6.0 years

3 - 8 Lacs

Kolkata, Siliguri, Durgapur

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JOB DESCRIPTION Role/Profile Privilege Equity Dealer Assistant Manager/ Deputy Manager https://anandrathi.com/ Job Title/ Designation Company Profile Up to Rs.12 lacs Kolkata , Ranchi , Patna , Siliguri , Durgapur CTC range Location SUMMARY: - The Privilege Dealer help clients execute their buy or sell orders. PRIMARY JOB RESPONSIBILITIES 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 Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients EXPERIENCE REQUIRED (1year minimum) Candidate should have 1 Year in broking industries Graduate or Post Graduate NISM VIII Dealers Module Recruiter Details nikitasasmal@rathi.com 8777237040

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1.0 - 3.0 years

3 - 4 Lacs

Bengaluru

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L 2 level Transaction Processing Executive/Officers - to process the Capital Market - Brokerage process documents for a Non-Voice BPS account (US Client). Years of experience needed - Candidate should have minimum of 1 year work experience in similar BPO field - preferably from Banking and Capital Markets Domain (primary preference) Secondary preference will be for Candidates who have experience in other BPO domains like Accounting, Insurance, Health Care etc Technical / Non-Technical Skills: Excellent MS Office skills - MS Excel, Power Point, Excel Macros and E Mail Drafting Good Typing Speed of 28 WPM with >=95% accuracy Excellent Communication skills - to attend Client Calls, Onshore Training etc Process Skills: Good and sound knowledge of Stock Market and Capital Market Concepts - Primarily US stock market. Good understanding of Financial Concepts, Investments, Calculation, Accounting methods Sound Analytical, Quick Learning ability, Zeal to learn new things. Processing skills in banking and capital markets domain - Reviewing of documents, Account status, Receipts, Payments, and Distribution - Processing High Value Cash Instruments, and providing Updates to Brokerage Advisors of their requests. 100% Accurate work required as Errors will have financial impacts from Client and their Customer side. Strictly US Shift Working Hours (India Late Evening or Night Shifts) - should be flexible to do Over Time duty if requirement arises. Working From Office Behavioral Skills: Punctual and adherence to attendance and Leaves To report to Team Lead and follow the Instructions and the HR Policies as per Company Certifications Needed: Education: 12 + 3 Degree Education is mandatory - B Com, BBA and BBM Graduates preferred, howe'ver Candidate with good work experience but with other Specialization can be looked into to some extent Only. Additional Certification on Financial Aspects is added advantage. No Tech Graduates - BE, B Tech, M Tech Additional Certification on Stock Market Subjects is added advantage. About Mphasis

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2.0 - 3.0 years

3 - 4 Lacs

Pune

Work from Office

L 3 level Senior Transaction Processing Executive/Officer - to process the Capital Market - Brokerage process- Asset Transfer documents for a Non-Voice BPS account (US Client). Years of experience needed - Candidate should have minimum 2 to 3 Years of year work experience in similar BPO field - preferable from Banking and Capital Market Domain (primary preference) Prior experience on Asset Transferring, Mutual Funds process is required. Technical / Non-Technical Skills: Excellent MS Office skills - MS Excel, Power Point, Excel Macros and E Mail Drafting Good Typing Speed of 28 WPM with >=95% accuracy Excellent Communication skills - to attend Client Calls, Onshore Training etc Process Skills: Good and sound knowledge of Stock Market and Capital Market Concepts - Primarily US stock market. Expert knowledge on Processing of Asset Transfer - primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests Reports making, Client Escalation handling, Mail Drafting, Update sharing with Team Sound Analytical, Quick Learning ability, Zeal to learn new things. 100% Accurate work required as Errors will have financial impacts from Client and their Customer side. Strictly US Shift Working Hours (India Late Evening or Night Shifts) - should be flexible to do Over Time duty if requirement arises. Working From Office Behavioral Skills: Strictly US Shift Working Hours - should be flexible to do Over Time duty if required. Punctual and adherence to attendance and Leaves To report to Team Lead and follow the Instructions and the HR Policies as per Company Certifications Needed: Education: 12 + 3 Degree Education is mandatory - B Com, BBA and BBM Graduates preferred, howe'ver Candidate with good work experience but with other Specialization can be looked into to some extent Only. Additional Certification on Stock Market Subjects is added advantage. No Tech Graduates - BE, B Tech, M Tech

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4.0 - 9.0 years

4 - 15 Lacs

Ludhiana

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Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification

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1.0 - 3.0 years

3 - 6 Lacs

Pune

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Responsibilities: Execute intraday trades (equities) Use technical analysis & live data Maintain discipline & manage risk Requirements: 1 3 years of trading experience Strong charting & decision-making skills

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2.0 - 7.0 years

3 - 8 Lacs

Chandigarh, Ambala

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Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

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1.0 - 6.0 years

3 - 6 Lacs

Mehsana, Gandhidham, Jamnagar

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Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Sales in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.

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1.0 - 3.0 years

2 - 4 Lacs

Thane

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1) Business Acumen a. Expert - Servicing existing PMS clients. -Build a good rapport with them by providing market information & current portfolio status. -Cross selling of Insurance, PMS and other Private equity products. -Ability to learn and be updated in line with the capital markets and current affairs. -Achieving desired sales targets. -Having strong analytical & communication skills. 2) Desired Skill Sets a. Expert Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills. 3) General Competencies Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result oriented. Role Requirements Educational Qualifications: Any MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like NISM 8 Series will be an advantage. Experience: Minimum 1 year of experience into trading & terminal operation.

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3.0 - 8.0 years

10 - 20 Lacs

Chennai

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Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

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4.0 - 7.0 years

0 - 0 Lacs

Hyderabad

Hybrid

Role & responsibilities Equity Research & Generate Intraday Trades, Cash Futures & Options.

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1.0 - 5.0 years

1 - 5 Lacs

Rohtak, Ludhiana, Chandigarh

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JOB PROFILE Department Designation Retail Sales Quality Position in Company Reporting to: Zonal Head Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required Good communication and listening skills Confidence and Presentation skills Ability to explain information clearly and simply Convincing skills Essential Educational & Experience Qualification Qualification Needed: Graduation / MBA (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience: 2 Yrs + Experience in selling Financial Products Please note: This is not a field sales job. INTERESTED CANDIDATES CAN GET IN TOUCH WITH Gulshan Sharma Gulshan.sharma@sbicapsec.com

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0.0 - 5.0 years

2 - 6 Lacs

Hyderabad/Secunderabad

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Looking for a candidate with a zeal for sales in the stock market. Primary responsibility is to generate leads, reach out to potential investors and identify their financial needs and position Vivekam's products. The goal is to generate compelling leads and move towards conversion of leads to subscription of Vivekam's products. Roles and Responsibilities Customer identification, Acquisition, retention and renewal. Contact prospective customers by both telephonic and personal visits. Research and create a database of leads. Vet the list of warm and cold leads constantly Reporting on daily , weekly & monthly basis to the concerned team head. Build rapport and establish long term relationships with customers. Required Candidate profile Bachelor's degree required. Candidates with prior sales experience will be mandatory. Must be well versed in Telugu & English. Eligible candidates must have facility of own transport to commute to Office. Must have completed UG in fields related to Finance/Commerce/Banking Perks and Benefits Pay will be a combination of base + performance linked which will give you long standing benefits.

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7.0 - 12.0 years

3 - 7 Lacs

Mumbai, Chennai, Bengaluru

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We are looking for a Research analyst to initiate and conduct research on companies, monitor performance of stocks, and offer recommendations to internal team clients. You will analyze a wide range of sectors and industries based on the fundamental finance principles, the stock and investment ratios Responsibilities Work on all/ any aspect of research : research planning, primary research, secondary research, quality checking across a variety of market capitalizations and industries Interpreting all the content, statistics and presenting it in a research report Provide efficiency by improving existing processes and steps for analysis support research teams for productive results Evaluates financial data for assigned sectors and stay abreast of emerging economic trends and developments in stock markets. Generate new investment ideas as a supplement to central research coverage Adept with the industry structure and change the approach for the research depending upon the sector and the geography Preferred Person Specifications: 7 - 12 years of research analyst experience with proven track records in achieving performance metrics and targets. Should have experience as an analyst for at least 2-3 sectors preferably Banking or Sunrise Sectors. Experience in relevant industry preferred Superior analytical and problem solving skills with hands on experience in rigorous financial markets analysis Ability to apply thoughts and timely realization of investment opportunities with solid decisioning abilities Good collaboration and individual contribution skills Excellent communication with articulation to wider audiences. Education qualifications - CA or CFA/pursuing CFA or MBA from Tier I institute Should be good with Ms Word and Ms Excel We are open to looking at candidates from: o Small Buy-Side firms or Family Offices that are keen to move to a sell-side / more formal set-up o Rating agencies or out-sourced research firms that are keen to move to sell-side / buy-side o Folks already in sell-side firms as associates and raring to move to "lead" roles

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2.0 - 6.0 years

3 - 4 Lacs

Ludhiana

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JD Candidate Experience in sales is preferred Maintain relationships with clients and partners Aim to retain clients and renew contracts Approach potential clients to establish relationships Convert leads into clients for investment products Health insurance Annual bonus

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