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2.0 - 7.0 years

3 - 7 Lacs

Pune

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Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking . Interested Candidates kindly share their resume@8806018679(Pratiktalawdekar@rathi.com) and can also refer your friends/Colleagues as well.

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4.0 - 9.0 years

3 - 6 Lacs

Kolkata

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SUMMARY Job Title: Route Executive -GT Job Purpose: This position is responsible for achieving sales (Primary and Secondary), distribution, and merchandising targets for specific routes, through a team of Market Growth Representatives in a key market. Key Responsibilities: Sales Plan Execution: Work collaboratively to achieve sales targets for designated Territory routes by brand and pack on a daily basis for secondary, primary volumes (Physical Cases & unit Cases), Gross revenue (GR) & Net revenue (NR). Develop route plans for the Market Growth Representatives and Account Developers to optimize coverage cost-effectively and ensure productivity. Customer Management: Cultivate relationships with Outlets through the team of Market Growth Representatives and Account Developers to ensure sustained business. Market Expansion: Drive Horizontal Expansion by increasing the number of outlets opened versus target to improve business in the upcoming years. Take on the responsibility of opening new outlets during market visits and provide necessary support in terms of elements, discounts, coolers, etc. Drive conversion of high value/high visibility outlets to Depth Outlets and ensure execution as per Company norms. Increase market share through various ground level interventions such as driving outlet level billing vertically & horizontally. Market Execution: Implement Channel Programs, Promotional activities for the given set of outlets. Plan for merchandising elements, coolers based on outlets/market requirements and as per the RED standards. Prepare MGR wise action plans for improving RED (Right Execution) parameters, HE etc. People Management: Conduct on-the-job trainings with Market Growth Representatives (Off Role) to enhance Execution skills on the job. Track PJP (Permanent Journey Plan) Compliance and other productivity Metrics of the team and provide inputs to improve the same via OJT. Evaluate performance and skills of MDs and provide inputs via on-the-job coaching, training etc. Conduct Joint Weekly, Monthly Review with ASM to review performance wrt Sales, Execution Parameters of MDs and work on agreed actions. Review Performance and market issues to be resolved via daily Gate Meetings. Budget Management: Propose Discount spend for given set of outlets to drive business. Closely monitor customer outstanding and claims and ensure compliance to credit and other policies. Asset Control: Ensure regular tracking of our Assets (Coolers) and ensure asset movements etc in compliance to the Asset Policy. Distribution Management: Rout Requirements Qualifications: Graduation / MBA Experience: 4 - 8 years in Sales Continuous travel within the designated area 90% Travel in a month Male candidates preferred Age should be 40years or below.

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2.0 - 7.0 years

3 - 8 Lacs

Chandigarh, Ambala

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Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

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1.0 - 6.0 years

1 - 6 Lacs

Pune

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Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customers shoes, and passionate about solving their issues for the best possible experience, youre the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Interested candidates kindly share your updated CV's on tanvi.patil@religare.com

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3.0 - 8.0 years

4 - 6 Lacs

New Delhi, Ahmedabad, Bengaluru

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• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

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2.0 - 7.0 years

2 - 4 Lacs

Mumbai, Navi Mumbai, Pune

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Recruit, train agents and generate business from them. Responsible for licensing and tracking activation of the same regularly. Increase customer foot fall through local marketing activities. Strong communication and negotiation skills Required Candidate profile Bachelor’s degree is mandatory 2-4 years in Field Exp. in Sales, Marketing and Business Development Bachelor’s degree preferred Fixed ctc + Incentives + Medical benefit Kevisha | +91 88490 20556

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2.0 - 6.0 years

2 - 3 Lacs

Nagpur, Karad, Sangli

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Lead field sales team to meet targets Acquire clients via visits & cold calls Manage product promotion & client service Visit market daily to generate leads Track trends in Insurance, FMCG, Pharma, BFSI Build strong client relations Required Candidate profile Min 2 yrs exp in field sales (Insurance/FMCG/Pharma/Banking). Must be Graduate. Good in lead gen & client acquisition. Ready to Field work. Local candidates preferred. Kevisha | +91 88490 20556

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1.0 - 5.0 years

2 - 3 Lacs

Kochi, Kottayam, Thiruvananthapuram

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Have to Sale insurance through your team Train & Motivate Advisors to Reach Goal Generate Business Through Advisors Develop New Sales Strategy Maintain Healthy Relationships with Customer Develops & maintains high morale among agency distributors Required Candidate profile Age: 22 to 40 Yrs Graduation in Any Stream Mini. 1 Years in sales & Marketing Attractive Personality & good communication skills One who ready for challenges Contact for more information: 8160174117

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2.0 - 6.0 years

2 - 6 Lacs

Raichur, Vijayapura, Bagalkot

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Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

2 - 6 Lacs

Hospet, Hassan, Madikeri

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Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

2 - 6 Lacs

Kochi, Perinthalmanna, Thiruvalla

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Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

2 - 6 Lacs

Thalassery, Palakkad, Alleppey

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Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354 326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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1.0 - 4.0 years

2 - 5 Lacs

Noida, Faridabad, Delhi / NCR

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EQUITY DEALER : Must be from broking industry, having experience of 2-3 years NISM 8 mandatory Stability is mandatory Notice Period - max to max 45 days Cross selling 6. Client base must be there Interested Candidates can Contact Miss MANSI YADAV Contact No.- 7428 895 061 E mail I'd - mansi.y@upusglobalservices.com

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2.0 - 7.0 years

3 - 7 Lacs

Ludhiana, Chandigarh, Patiala

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Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume@8306147406 (Divyakalyanwat@rathi.com) and can also refer your friends/Colleagues as well.

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2.0 - 7.0 years

3 - 8 Lacs

Noida, New Delhi, Faridabad

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Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume@8306147406 (Divyakalyanwat@rathi.com) and can also refer your friends/Colleagues as well.

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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 - 6 Lacs

Chennai

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Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/post graduate with 3 years experience\should have good communication skills should be self starter NISM8 Mandatory Contact HR : Santhosh - 9560385650

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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 - 3.0 years

8 - 18 Lacs

Mumbai

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Main Purpose and Key responsibilities • Develop, implement, and maintain business continuity plans (BCP). • Conduct BCP training, awareness programs, and simulations. • Coordinate with teams to test and update continuity plans. • Manage BCP tools and emergency communication workflows. • Lead incident/crisis response and recovery efforts. • Report BCP status to leadership and support audits. Knowledge, Skills and Abilities Technical Skillsets : Knowledge of BCP standards (e.g., ISO 22301). Hands on Crisis management experience. Experience in developing and implementing business continuity plans and strategies Knowledge and handling of BCP tools for emergency notifications and documentation management. Strong communication, training, and reporting skills. Experience in conducting BCP exercises Experience : Minimum of 5+ years in BCP planning, execution, and crisis management in a corporate setting Bachelor’s degree in Computer Science, Engineering, or a related field. Competencies : Strong oral and written communications with strong inter-personal skills to collaborate with global BC plan owners and Crisis Management Teams. Must be acclimatized working and dealing with client managers / senior management. Capable of working independently as well as in groups. Ability to maintain the confidentiality of sensitive information. Team player with an enthusiastic approach to fresh challenges Key Relationships: External: BCP Tool vendor and 3rd party location BCP partners Internal: Senior leadership and managers in key group offices across APAC and Africa region Key Relationships: External: BCP Tool vendor and 3rd party location BCP partners Internal: Senior leadership and managers in key group offices across APAC and Africa region

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2.0 - 5.0 years

3 - 6 Lacs

Kochi, Thrissur, Bengaluru

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We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

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2.0 - 7.0 years

3 - 6 Lacs

Kolkata, Jamshedpur, Ranchi

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Dealing in both cash and F&O segment Portfolio management Cross selling other financial product Meeting brokerage targets Connect at 8910750091

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1.0 - 6.0 years

3 - 4 Lacs

Mumbai, Mumbai Suburban

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JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION IDBI Capital Markets and Securities Limited DESIGNATION Equity- Dealer NO. OF VACANIES 1 EXPERIENCE RANGE 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification ESSENTIAL QUALIFICATIONS Any graduate / post-graduate CANDIDATE'S PROFILE - Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. - Responsible for achieving brokerage revenues. - Increasing client base through existing client referrals. - To place orders for clients on trading terminal with very high proficiency in speed and accuracy. - Confirmations on Recorded Line. - Communicating research advices and investment ideas to customers for portfolio churning . SKILLS AND TRAITS -Excellent Communication & Presentation skills. -Must have existing client relationships in the market. -Should be a self-starter, proactive & target oriented. -Should possess strong networking & relationship building skills. Interested candidates can share your CV's on outsource18@idbicapital.com or Contact no: 9137914716

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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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1.0 - 5.0 years

3 - 6 Lacs

Kolkata, Chennai, Delhi / NCR

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Job Location: Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Mumbai & Vizag Experience: Minimum 1 Year as advisor Equity Dealing Roles & Responsibilities: Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. Should be presentable with good communication & convincing skill.

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4.0 - 9.0 years

3 - 6 Lacs

Kolkata

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SUMMARY Job Title: Route Executive -GT Job Purpose: This position is responsible for achieving sales (Primary and Secondary), distribution, and merchandising targets for specific routes, through a team of Market Growth Representatives in a key market. Key Responsibilities: Sales Plan Execution: Work collaboratively to achieve sales targets for designated Territory routes by brand and pack on a daily basis for secondary, primary volumes (Physical Cases & unit Cases), Gross revenue (GR) & Net revenue (NR). Develop route plans for the Market Growth Representatives and Account Developers to optimize coverage cost-effectively and ensure productivity. Customer Management: Cultivate relationships with Outlets through the team of Market Growth Representatives and Account Developers to ensure sustained business. Market Expansion: Drive Horizontal Expansion by increasing the number of outlets opened versus target to improve business in the upcoming years. Take on the responsibility of opening new outlets during market visits and provide necessary support in terms of elements, discounts, coolers, etc. Drive conversion of high value/high visibility outlets to Depth Outlets and ensure execution as per Company norms. Increase market share through various ground level interventions such as driving outlet level billing vertically & horizontally. Market Execution: Implement Channel Programs, Promotional activities for the given set of outlets. Plan for merchandising elements, coolers based on outlets/market requirements and as per the RED standards. Prepare MGR wise action plans for improving RED (Right Execution) parameters, HE etc. People Management: Conduct on-the-job trainings with Market Growth Representatives (Off Role) to enhance Execution skills on the job. Track PJP (Permanent Journey Plan) Compliance and other productivity Metrics of the team and provide inputs to improve the same via OJT. Evaluate performance and skills of MDs and provide inputs via on-the-job coaching, training etc. Conduct Joint Weekly, Monthly Review with ASM to review performance wrt Sales, Execution Parameters of MDs and work on agreed actions. Review Performance and market issues to be resolved via daily Gate Meetings. Budget Management: Propose Discount spend for given set of outlets to drive business. Closely monitor customer outstanding and claims and ensure compliance to credit and other policies. Asset Control: Ensure regular tracking of our Assets (Coolers) and ensure asset movements etc in compliance to the Asset Policy. Distribution Management: Rout Requirements Qualifications: Graduation / MBA Experience: 4 - 8 years in Sales Continuous travel within the designated area 90% Travel in a month Male candidates preferred

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