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3 - 8 years
10 - 20 Lacs
Chennai
Work from Office
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 Naveeen 9962331867 for more info Thanks, Naveen 9962331867
Posted 3 months ago
1 - 5 years
2 - 3 Lacs
Noida, Gautam Buddha Nagar
Work from Office
Role & responsibilities Roles and Responsibilities Convert free registered users signing up on the website to paid subscriptions. Ensure meeting monthly/weekly targets. Talk to them on the phone, send emails, chat with them and progress. Help them identify suitable solutions for their requirements. Should have good communication and presentation skills. Pleasing and positive attitude . Should be proactive, target oriented. Preferred candidate profile : Female candidate
Posted 3 months ago
1 - 3 years
4 - 6 Lacs
Bengaluru
Work from Office
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
Posted 3 months ago
1 - 3 years
4 - 6 Lacs
Chennai
Work from Office
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
Posted 3 months ago
1 - 2 years
1 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 3 months ago
10 - 12 years
20 - 27 Lacs
Mumbai
Work from Office
As a Lead Product Manager, your focus will be on crafting and improving software product to meet the customer requirements and regulatory changes. Besides working closely with your colleagues in Mumbai, you will also work closely with Nasdaq teams in other countries. Research about the current capabilities of product and find avenues to further improve the product on a continuous basis Generate detailed functional specifications for new feature to be delivered on the product. Review issues raised by customer/Product support team and provide timely advice and resolutions. Keep track of changing regulatory landscape and update the product accordingly. Analyze product performance and come up with ideas to improve the same Come with ideas to improve the product coverage and efficiency Liaise and work closely with Developers and Quality Analyst to ensure seamless product delivery cycle We expect you to have: (Minimum Qualifications) Experience Level 10-12 years Primary Skills - Financial Risk Management, Market Risk, FRTB, Capital Markets Soft Skills - Social skills, writing skills Education Qualification - MBA Finance/Bachelor in Engineering with FRM/CFA/CQF charter It would be phenomenal if you (Preferred Qualifications) FRM/CFA/CQF Charter holder Experience in pricing and valuation of exotic financial derivative products Market Risk Management process and regulations Project Management and Execution
Posted 3 months ago
3 - 8 years
4 - 5 Lacs
Mumbai
Work from Office
Hi, We are looking for a Broker Compliance (Stock Market) Designation - Broker Compliance (Stock Market) Location - Mumbai. Interview - Walking Salary - 40K - 45K Experience - 3 + Years (in Share market) Interested candidates, can share their CVs at ranjeet@dreamjobz.co.in or call me at 9031066404. Job Title - Executive - Compliance Job Purpose Compliance personnel work is to ensure that the activities of their employing companies adhere to guidelines established by the government or non-profit agencies that regulate them. Duties and Responsibilities Conducting CPE (Training Program) and Examination of all (Employees, Sub-brokers and Authorised Person). Taking care of documentation for empanelment with various financial institutions. Registering authorized person. Cancellation of sub-brokers registration. Coordinating with various departments in regards to data collation which is required to be submitted with various authorities. Handling any other ad-hoc work assigned by senior/management. Taking care of various Compliances of MCX/NCDEX/NSE/BSE/MCX-SX includes : Submission of Annual Return (AR) Annual Compliance Report (ACR) Disclosure of share holding pattern - 1% holding of listed shares - Quarterly. Half yearly Networth Certificate. Internal Audit Report Risk based supervision Enhanced supervision compliances Limits setting of clients/branches/Compliance Officer Certificate. compliance System Audit Report Upload of Insurance policies with various exchanges Qualifications Education Any Graduate/Post Graduate Skills Required Good Communication Skills Good Interpersonal Skills Coordination Skills Patience Working conditions Candidate should 1-3 years of experience in Shthe are Market / Stock Broking industry. Physical Requirements Should be male/female candidate only.
Posted 3 months ago
5 - 10 years
5 - 13 Lacs
Bengaluru, Bangalore Rural
Work from Office
Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371
Posted 3 months ago
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