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1.0 - 3.0 years

3 - 4 Lacs

Mumbai

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Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfilment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in business administration or finance field Previous experience in Options training a plus

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4.0 - 9.0 years

4 - 9 Lacs

Rohtak, Ambala, Hisar

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Equity manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Hissar, Ambala NISM Series – VIII (Equity derivatives) is mandatory

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1.0 - 6.0 years

2 - 5 Lacs

Ludhiana, Chandigarh, Dehradun

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Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

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1.0 - 6.0 years

2 - 5 Lacs

Ahmedabad, Rajkot, Aurangabad

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Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.unnati@gmail.com if you are interested for the mentioned Job Role. you can call also on 9506943818

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5.0 - 10.0 years

4 - 9 Lacs

Ludhiana, Chandigarh, Visakhapatnam

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Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales 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. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

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1.0 - 6.0 years

3 - 5 Lacs

Surat

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Building and maintaining relationships with clients, particularly High Net Worth Individuals (HNIs), to understand their investment needs and provide tailored financial solutions. Required Candidate profile A bachelor's degree in finance, business, or a related field Strong knowledge of financial markets, particularly equities. Excellent communication and interpersonal skills.

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2.0 - 7.0 years

5 - 7 Lacs

Hyderabad, Chennai, Bengaluru

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Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

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0.0 - 2.0 years

3 - 3 Lacs

Pune

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Relationship (Sr.) Executive We are seeking a dynamic, self-motivated and result driven Relationship Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering companys financial services as well as selling subscription plans of Companys business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Role & Responsibilities: Achieve monthly targets set by the organization for selling Investment related Services/Products. Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients. Provide ongoing support and service to clients. Retaining and renewing the existing client base. Handle customer queries and objections effectively. Location : Pune Work from office No. Open Position : 10 Preferred candidate profile Requirements: Should have a Graduation Degree. SEBI certification - NISM-Series-XV Research Analyst is mandatory. If not currently certified, then will need to do so within 2 months of joining. Should be passionate & aggressive for outbound calling. Demonstrated sales background and proven selling abilities. Excellent interpersonal and communication skills. Proficiency in English, Hindi, and one regional language. Preferred experience in share market, insurance, banking, or Stock broking sectors. Salary: Rs. 3 lac to 3.5 lac per annum (Excluding Incentives)

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1.0 - 3.0 years

1 - 3 Lacs

Bengaluru

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Responsibilities: * Greet visitors, manage phone calls & emails * Maintain office supplies inventory * Assist with sales promotions & marketing campaigns * Schedule appointments & meetings * Provide exceptional customer service

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2.0 - 5.0 years

3 - 5 Lacs

Bengaluru

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Job description Job Role: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com ( 8422917233) OR neby.s@kotak.com (8939632168)

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2.0 - 5.0 years

3 - 5 Lacs

Thrissur

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Job description Job Role: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com ( 8422917233) OR neby.s@kotak.com (8939632168)

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2.0 - 5.0 years

3 - 5 Lacs

Kochi

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Job description Job Role: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com ( 8422917233) OR neby.s@kotak.com (8939632168)

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2.0 - 4.0 years

2 - 3 Lacs

Gurugram

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Key Responsibilities: Contact potential leads via phone, email. Understand customer needs and suggest suitable solutions. Follow up with interested leads to convert them into clients. Meet daily, weekly, and monthly sales targets. Annual bonus Sales incentives

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0.0 - 5.0 years

2 - 7 Lacs

Kolkata, Medinipur, Krishnagar

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Business Development Manager - Mutual Fund Sales Locations - Kolkata, Barasat, Mecheda, Krishnanagar (All over Bengal) Drive & achieve targets Build strong relationships Bachelor’s Degree Required Candidate profile At least 6 months of exp in Mutual Fund Sales or else exp in Sales of Securities, Wealth Management or Capital Market. Management or Capital Market products. Hands-on exp in any B2B or B2C Sales Perks and benefits + Incentives

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1.0 - 5.0 years

1 - 5 Lacs

Bengaluru

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JOB PROFILE DepartmentDesignationRetail Sales QualityPosition in Company Reporting to: Zonal Head Reportees: Individual roleKey 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. KPI Department Designation Retail Sales Quality Analyst Position in Company Reporting to: Zonal Head Reportees: Individual roleKPIParameters 40% NCB Client Activation . Definition of Quality Activation - Rs 500 brokerage per Client in a year . Regular updates to all stake holders on Quality Account Sourced by Sales team Being a strong link between the Sales and the Dealing team to ensure client mapping & . synergy meetings between internal teams with a objective to meet set targets Reactivation of stop trading clients . Achieving the Cluster Revenue target Check gaps and conduct quality training for the sales teams for time to time ..Monthly Five training . KPI Weightage Broking Revenue 45% NCB Client Activation 15 % Client Reactivation 10% Synergy meeting between different stake holders 20% Training for sales team - 10% Incentives On Achieving Cluster Broking Revenue ( Slabs to be decided ) Incentives on Quality activation . Incentive per account . INTERESTED CANDIDATES CAN GET IN TOUCH WITH ABIN (HR) 9486375824 abin.m5@sbicapsec.com

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1.0 - 3.0 years

4 - 6 Lacs

Navi Mumbai

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Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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1.0 - 5.0 years

0 - 3 Lacs

Jalandhar, Ludhiana, Chandigarh

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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.) Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. ************************************************************************************************************************************************************** Interested candidate can share your CV to Sujay.A3@sbicapsec.com ******************************************************************************************************************************************************************

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1.0 - 6.0 years

2 - 7 Lacs

Noida, New Delhi, Delhi / NCR

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We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. 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 activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

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1.0 - 3.0 years

4 - 6 Lacs

Coimbatore

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Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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1.0 - 6.0 years

2 - 5 Lacs

Bhubaneswar, Kolkata, Patna

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Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 8910750091 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter

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3.0 - 8.0 years

3 - 5 Lacs

Mumbai

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Must have Min 1+yrs exp as a Process Trainer from Mutual Fund process. NISM Certified Trainers are preferred. 6 Days Working Excellent Comms Required Call 8447780697 send CV monu@creativeindians.com

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1.0 - 6.0 years

1 - 4 Lacs

Kolkata

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Res * Sourcing new customer for Demat a/c * Manage client relationships through regular communication and service delivery. * Identify new business opportunities and cross-sell products. * Provide investment advice and portfolio management services. Provident fund Health insurance Annual bonus

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5.0 - 7.0 years

4 - 7 Lacs

Hyderabad

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Manage sales team, track leads, ensure client conversions, handle escalations, ensure compliance, and oversee CRM usage.

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1.0 - 6.0 years

1 - 5 Lacs

Mysuru, Bengaluru, Belgaum

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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.) Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************

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7.0 - 12.0 years

10 - 15 Lacs

Chennai

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Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

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