154 Trading Account Jobs - Page 2

NIGHT SHIFT ROLE Manage trading platforms & back-office operations Coordinate with internal teams for smooth processes Handle reports, KYC & client account management Ensure compliance & support process improvements

Role & Responsibilities Key Responsibilities 1. Ensuring opening of Online Demat Account 2. Maintain Relationship with Trading Customer 3. To keep abreast with the market knowledge and market intelligence. 4. Responsible to ensure all activities are in adherence as per Compliance & Risk. Preferred candidate profile Fresher Recently pass out This Job comes under NAPS with 1 Year apprenticeship Perks and benefits As Per company Norms

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience Preferred candidate profile Any Banking and Broking Candidate Perks and benefits Bonus, Incentive Interested Candidate Apply HR Jyoti 6265143779

Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience Preferred candidate profile Any Banking and Broking Candidate Perks and benefits Bonus, Incentive Interested Candidate Apply HR Jyoti 6265143779

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. Localite - Hyderabad / Chennai (Anna Nagar /TNagar /Guindy) Perks and benefits As per Industry norms

Responsibilities: * Manage intra trading activities within the organization's stock portfolio * Monitor market trends and execute strategies * Collaborate with equity sales team on new opportunities

Role & responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id : pallavi@branch.sharekhan.com or WhatsApp to this number 8105757464

Role & responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id : pallavi@branch.sharekhan.com or WhatsApp to this number 8105757464

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Location : - Calicut, Trivendrum, GOA, Delhi, Kochi,Mumbai

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).4) Maintaining client relationships and generate AUM from preferred clients.5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.9) To conduct and assist in organizing seminars, workshops and other business development activities. Location - Ahmedabad, Vadodra, Surat, Mumbai, Thane, Navi Mumbai, Rajkot, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Trivendrum, Kochi, Pune.

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location-Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Rajkot,Kolkata,Bengaluru, Chennai, Hyderabad,Coimbatore,Kochi, Vadodra, Delhi, Trivendrum, Pune Education- 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.

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

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) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

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) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

Role & responsibilities - Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services. Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration. • Product Presentation : Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition Target Achievement : Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients. Follow-Up : Conduct timely follow-ups with leads needing additional information or time to make a decision. Feedback Collection : Gather feedback from potential clients to enhance the registration process and improve customer satisfaction. Required Skills & Qualification: • Education: Graduate/Post Graduate in any stream. • Communication Skills: Excellent verbal communication skills• Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.• Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.• Tech-Savvy: Comfortable using CRM systems and other sales-related software. • Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory

JOB DESCRIPTION RETAIL BROKING & DISTRIBUTION GROUP ORGANISATION : IDBI Capital Markets and Securities Limited DESIGNATION : RM/ ARM- Sales -HNW /HNI EXPERIENCE RANGE : Minimum 1 year CRITICAL EXPERIENCE : Minimum 1 year 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. ESSENTIAL QUALIFICATIONS : Any Graduate / Post-Graduate. LOCATION : Baroda CANDIDATE'S PROFILE : Self motivated and target oriented go-getter looking to build a successful career Can handle the clients JOB DESCRIPTION / RESPONSIBILITIES : Selling of any financial products including bank account opening etc. The candidate would be responsible for client acquisition. New Client acquisition Business Generation Interested candidate can share your CV on outsource@idbicapital.com or Contact No. 9137914716