90 Trading Account Jobs - Page 3

Monitor market trends and competitor offerings to provide strategic insights. Regularly meet or connect with clients to strengthen engagement and loyalty. Generate reports on account status and present them to management.

Monitor market trends and competitor offerings to provide strategic insights. Regularly meet or connect with clients to strengthen engagement and loyalty. Generate reports on account status and present them to management.

Openings for Sr. BDM For SBI Cap Securitieis -SR. VRM -Digital account opening(DMAT account Acquisition) -On-role job for Leading investment banking -Generate sales via cold calling through assigned leads/Database Required Candidate profile -Any Graduate with 3 months experience into sales with good communication skills can apply - Freshers with good English communication skills is preferable Candidate can Apply/Refer CV at 8767546566 Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Sr. BDM/SM -Office Job -Digital account opening(DMAT account Acquisition) -On-role job for Leading investment banking -Working on assigned leads -Generate sales via cold calling -candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min. 6 months of experience into Any sales/Freshers with good communication skills will be preferable - Freshers with good English communication skills is also preferable Perks and benefits Incentives + allowances +Fast-track promotion

Openings for VRM for DMAT Account acquisition -Digital account opening(DMAT account) -On-role job for top Leading investment banking -Working on mapped leads -End-to-end closure of leads -Building and maintaining strong customer relationships Required Candidate profile -Any Graduate with min. 6 months exp. into Any sales/Banking products/Financial services sales with good communication skills will be preferable -Freshers with good communication skills can also apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for VRM for DMAT Account acquisition -Digital account opening(DMAT account) -On-role job for top Leading investment banking -Working on mapped leads -End-to-end closure of leads -Building and maintaining strong customer relationships Required Candidate profile -Any Graduate with min. 6 months exp. into Any sales/Banking products/Financial services sales with good communication skills will be preferable -Freshers with good communication skills can also apply Perks and benefits Incentives + allowances +Fast-track promotion

Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Sales JOB RESPONSIBILITIES Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments. Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors. Generating leads through cold calling. Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients. Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective. Execute the orders on behalf of clients by doing pre-trade post-trade confirmation. 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 - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in client by converting leads. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768

Responsibilities: * Manage client relationships through effective communication. * Generate revenue through mutual fund sales and marketing. * Meet sales targets by selling financial products. Health insurance Annual bonus Provident fund Travel allowance

Role & responsibilities : Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Required Qualification: Any Graduate Preferred candidate profile Communication skills Good sales acumen and customer focus Negotiation skills and closure. Kindly Note,this is entirely a field sales profile.

JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 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 - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769

Urgent Job opening for Acquisition RM for Mumbai, Delhi & Ahmedabad. Department: PCG Salary upto 12 LPA About the role This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client with satisfaction. Qualifications: Education: Post-graduation the finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience: 3-10 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.

JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA Marketing & Finance Work Experience Required: 2 to 5 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Market, Economy, All product offerings, financial Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested candidates can send their CVs on: neha.pawar.ext@ysil.in

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 passout This Job comes under NAPS with 1 Year Internship Perks and benefits As Per company Norms

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) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) 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. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products Location : - Ahemdabad, Delhi, Trivendrum, Bengaluru, Hyderabad, Kolkata, Pune, Jaipur, Indore, Kochi

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, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas 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 Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms

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 place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines.

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. 15) Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Skills : - Stock Broking, Equity Broking, Demat & Trading account, AIF, Mutual Funds, PMS Location : - Calicut, Trivendrum, GOA, Delhi, Surat, Ahmedabad, Bengaluru, Kochi, Mumbai

. Key Highlights of the Role: Managing and driving Demat and Investment product sales through Banca channels. Building and nurturing strong relationships with bank branches to generate consistent business. Cross-selling and up-selling financial products like Mutual Funds, Equities, and other investment solutions. Target-driven role with excellent growth prospects in the capital markets space. We are looking for professionals with 1-3 years of experience in Banca, Demat sales, or BFSI channel sales who are passionate about building long-term client relationships and driving investment product penetration.If this opportunity interests you, please feel free to share your updated resume, and I would be happy to discuss the details further. Alternatively, you can also reach me at 9840639517.

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

- Acquiring HNI clients (Affluent & Super Affluent) - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Partner & client meeting. HR Connect - Durga - 8072 135 893 Required Candidate profile Qualifications: Any graduate Experience: Minimum 2-3 Yrs of experience in investment products & equity Domain Knowledge: Equity & Investment Products Ready to visit in filed. Deals in premium client

Requirement ID: TMHR0019 Job Title: Senior Accountant Department: Finance & Accounts Location: Bldg. No. "AP-1", Rajlaxmi Commercial Complex, Village Kasheli, Tal, Bhiwandi Job Time : 10 AM to 7 PM Job Summary: We are looking for a detail-oriented and experienced Senior Accountant to join our Finance & Accounts team in Thane kalher. The ideal candidate will be responsible for maintaining accurate financial records, ensuring compliance with accounting standards, and supporting month-end/year-end closing processes. This role plays a key part in supporting financial health and decision-making within the organization. Key Responsibilities: • Conduct monthly and quarterly account reconciliations to ensure accurate ledger maintenance. • Prepare monthly, quarterly, and annual financial reports • Reconcile Balance Short Accounts. • Ensure compliance with statutory law and financial regulations • Coordinate with auditors and assist in audit processes • Working knowledge of internal auditor processes. •Knowledge of individual written filing and finalizing the book of accounts. • Analyze financial data and recommend improvements or cost-saving strategies Qualifications: Education: • Bachelors degree in Accounting, Finance, or related field Experience: • 48 years of relevant accounting experience • Preferably experience in the manufacturing, trading, or logistics sectors Skills: • Strong knowledge of accounting principles and standards • Proficiency in Tally ERP, MS Excel, and financial reporting software • Excellent analytical and problem-solving skills • Strong attention to detail and organizational skills • Ability to manage multiple priorities and meet deadlines Preferred Qualifications (if any): • Knowledge of GST filing and other statutory compliance • Experience in handling internal and external audits Compensation: • Salary: 31,000 to 60,000 per month (Based on experience and skill set) • Work Location: Thane kalher, • Gender Preference: Male • Age Group: 31–50 Years About the Company: TOPMAN INTERNATIONAL LIMITED is a textile and garment manufacturing and trading company based in Mumbai, India. We specialize in producing high-quality textiles and garments for both domestic and international markets. Our commitment to innovation, sustainability, and excellence sets us apart in the industry. INTERESTED CANDIDATES: Please fill the below Google Form to get a callback from HR: https://forms.gle/caSkaA9A7XMfDbCRA Role & responsibilities Preferred candidate profile

JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA: Marketing & Finance Work Experience Required: 1 to 3 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested Candidates can e-mail their CV on: neha.pawar.ext@ysil.in