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5.0 - 10.0 years
8 - 15 Lacs
kolkata, new delhi, bengaluru
Work from Office
1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Advise clients on which scripts to Buy Sell Hold, basis company's Research Report and own market knowledge. 3)Update clients for orders and trade on the recorded line. 4)Maintain active clients as per the defined norms. 5)Activate dormant clients. 6)Ensure resolution of clients query. 7)Maintain records of business on internal software. 8)Liaison with branches for revenue generation and query resolution 9)Follow guidelines of Risk management and Settlement 10)Ensure compliance as per various regulator and organization guidelines. 11)Acquire quality PCG clients through networking, database, market intell...
Posted 4 weeks ago
3.0 - 5.0 years
5 - 9 Lacs
gurugram
Work from Office
Role Description :As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaini...
Posted 4 weeks ago
1.0 - 3.0 years
8 - 10 Lacs
chennai
Work from Office
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 customers to Execute trade online and place orders on behalf of customers. 6...
Posted 4 weeks ago
1.0 - 3.0 years
8 - 10 Lacs
mumbai
Work from Office
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 customers to Execute trade online and place orders on behalf of customers. 6...
Posted 4 weeks ago
2.0 - 6.0 years
7 - 9 Lacs
hyderabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...
Posted 4 weeks ago
3.0 - 6.0 years
8 - 10 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 4 weeks ago
3.0 - 5.0 years
5 - 7 Lacs
hyderabad
Work from Office
1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...
Posted 4 weeks ago
5.0 - 8.0 years
8 - 12 Lacs
chennai, surat, bengaluru
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 4 weeks ago
5.0 - 8.0 years
8 - 12 Lacs
surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 4 weeks ago
5.0 - 8.0 years
8 - 12 Lacs
bengaluru
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 4 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
chennai, bengaluru, surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 4 weeks ago
3.0 - 7.0 years
1 - 6 Lacs
noida, ghaziabad, delhi / ncr
Work from Office
Conduct Forex training sessions, design modules on analysis & risk management, demonstrate live trades, provide 1-on-1 mentoring, develop customized materials, stay updated on market trends, and collaborate to improve training programs.
Posted 4 weeks ago
2.0 - 3.0 years
4 - 6 Lacs
ahmedabad
Work from Office
Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , 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 ac...
Posted 4 weeks ago
3.0 - 7.0 years
6 - 10 Lacs
chennai
Work from Office
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 customers to Execute trade online and place orders on behalf of customers. 6...
Posted 4 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 4 weeks ago
5.0 - 9.0 years
4 - 5 Lacs
kozhikode
Work from Office
1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...
Posted 4 weeks ago
5.0 - 8.0 years
4 - 6 Lacs
bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Dissemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client engagement. 5) Application of technical analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Disseminating Fundamental research recommendations to meet investing requirements of allo...
Posted 4 weeks ago
2.0 - 6.0 years
7 - 9 Lacs
thiruvananthapuram
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...
Posted 4 weeks ago
5.0 - 8.0 years
8 - 12 Lacs
chennai
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...
Posted 4 weeks ago
3.0 - 6.0 years
8 - 12 Lacs
bengaluru
Work from Office
Reference 25000HCS Responsibilities Sourcing, Controlling and Validating Market Data for all asset class, Data Integrity controls of Model data contributed by Trading desks, Ensuring the Day to day Activities (Creation / Modification / Control) of instruments in referential systems, Mitigatethe Risk and impact on critical functions like Trading, Accounting, Market Risk, PnL by ensuring timely and accurate data, Act as First Point of Contact on all queries from stakeholders Coordinate with internal teams and external vendors to ensure the requirement is feasible and compliant, Analyze change notifications from vendors to understand the functional / technical / operational impact and communica...
Posted 4 weeks ago
3.0 - 6.0 years
9 - 13 Lacs
gurugram
Work from Office
Cargills size and scale allows us to make a positive impact in the world Our purpose is to nourish the world in a safe, responsible and sustainable way, We are a family company providing food, ingredients, agricultural solutions and industrial products that are vital for living We connect farmers with markets so they can prosper We connect customers with ingredients so they can make meals people love And we connect families with daily essentials from eggs to edible oils, salt to skincare, feed to alternative fuel Our 160,000 colleagues, operating in 70 countries, make essential products that touch billions of lives each day Join us and reach your higher purpose at Cargill, Job Purpose and Im...
Posted 4 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As an Assessing Specialist for the National Home Claims Assessing team at Suncorp Group, you play a crucial role in delivering a Best in Class Claims experience for the internal claims team, business partners, and customers. Your background in Trade, Assessing, and Leadership enables you to provide coaching, technical support, and facilitation to support the team's goals effectively. You will contribute to the continuous development and uplift of capabilities across Assessing and Supply Chain. Your responsibilities include delivering professional service when interacting with internal and external Assessors, Building Coordinators, Supply Chain, and other stakeholders. Providing relevant tech...
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
warangal, hyderabad/secunderabad, bengaluru
Work from Office
• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Karan | 7861004785
Posted 1 month ago
4.0 - 9.0 years
15 - 19 Lacs
chennai
Work from Office
Use Your Power for Purpose At Pfizer, technology impacts everything we do. Our digital and data first strategy focuses on implementing impactful and innovative technology solutions across all functions, from research to manufacturing. By digitizing drug discovery and development, identifying solutions, or making our work easier and faster, you will be making a difference to countless lives. Your dedication and hard work will be instrumental in helping Pfizer achieve new milestones and make a positive impact on patients worldwide. What You Will Achieve In this role, you will: Review and analyze SAP GTS enhancement requests to determine complexity and provide resource/cost estimates. Lead smal...
Posted 1 month ago
3.0 - 7.0 years
14 - 19 Lacs
bengaluru
Work from Office
Collaborate with cross-functional teams to achieve strategic outcomes. Apply subject expertise to support operations, planning, and decision-making. Utilize tools, analytics, or platforms relevant to the job domain. Ensure compliance with policies while improving efficiency and outcomes.
Posted 1 month ago
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