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8.0 - 12.0 years
0 Lacs
maharashtra
On-site
About the Company Axience is a professional business services firm, established with a credo of delivering Integrated Bespoke Solutions for our clients. We provide high-quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong client base, through a highly capable analyst and management team. Our main office is located in Mumbai (India), along with small capabilities in Dubai (UAE) and Cluj Napoca (Romania). Our Financial Research Team The team supports reputable clients in the financial services industry including private equity and debt funds, investment banks, asset managers, and family offices, among others. Our clients are spread across Europe, the US, and the Middle East. As part of a team working on a variety of long-term and short-term engagements for global financial services firms/investors, you will gain extensive exposure to truly global professional standards. Position: VP / SVP Financial Research A VP / SVP at Axience is hired typically from peer groups or related backgrounds, with one of the key attributes being experience and expertise in areas such as equity/credit analysis (public or private), financial modeling, valuations, and investment report writing. Responsibilities will include (but not be limited to): - Work on projects such as supporting private equity clients in identifying and evaluating investment opportunities; similarly, working with investment banking/corporate advisory clients in pitching investment ideas. - Supporting sell/buy-side equity research clients in initiating coverage, annual/quarterly maintenance of models and reports, sector studies, and various thematic reports. - Work hands-on on complex projects requiring high levels of financial research expertise, as well as guide and supervise analysts. - Manage projects end-to-end from scoping and execution to keeping internal stakeholders updated and communicating directly with the client. - Assist in proposal preparation, work allocation among analyst team, work review, and finalization of deliverables. - Train, mentor, and monitor junior analysts. Academic and professional background: 8+ years of relevant experience for VP and 10+ years for SVP; prior experience of working in KPOs/captive offshore units of international investment banks/brokerage houses will be given preference. Experience in one or more of the following: - Sell/buy-side equity or credit research with highly developed financial modeling and report writing skills. - M&A analysis (for private equity, corporate finance advisory/investment banking clients) company and industry analysis, pitch book/IM/IC memos, financial modeling, valuations. MBA from top-tier colleges with a strong academic record; CFA highly preferred. Required skills: - Exceptional oral and written communication skills (English). - Quantitative analytical skills. - Ability to balance hands-on and hands-off approach. - Should be proactive in prioritizing and organizing tasks to meet deadlines while working on multiple projects. - Superior analytical, interpersonal skills, and ability to dig deeper into problems and suggest solutions. - Ability to work on unstructured situations and projects. Contact Candidates can also send their CV directly to fr.openings2@axience.com with the appropriate subject line, for a faster response. Other Requirements Only Mumbai-based candidates or those that are willing to relocate will be considered.,
Posted 1 week ago
2.0 - 4.0 years
2 - 6 Lacs
Mumbai
Work from Office
Qualification : MBA Finance Candidate Industry : Research & Consulting / KPO Responsibilities: a. Handle various assignments for global financial services clients such as asset managers, PE/ VC funds, family offices, investment banks and corporate M&A teams. Deliverables may include (but not be limited to) equity/ credit research reports, financial models, business valuation, due diligence, pitch books/ information memorandums and macro/ sector/ markets analysis. b. Work on a diverse set of projects covering different asset classes (equities, credit, real estate and funds) and geographies. c. Understand client needs and scope out project requirements, execute projects with minimal supervision, engage with clients regularly through the duration of the project and present deliverables to clients. 8.Experience & Skills : a. Relevant research and analysis experience in equity/ credit/ corporate finance and advisory. b. Excellent analytical and communication skills to effectively present to clients and understand their c. Skilled in financial modelling and valuation methods DCF, SOTP, IRR, trading and transaction comparable. d. Ability to perform in-depth analysis of companies/ sectors/ markets, to arrive at insightful conclusions and opinions that can feed into investment decisions. e. Well-developed skills in MS Excel, Word and PowerPoint. Personal Attributes : a. Ability to work against tight deadlines. b. Ability to work on unstructured projects largely independently. c. Expertise, or great comfort with numbers. d. Working knowledge of various statistical tools will be an added advantage. e. Foreign language proficiency will be an added advantage. f. Experience in research & analytics, proficient knowledge of financial markets g. High learning agility and skills in receiving and giving feedback. h. High level of focus, objective alignment, and emotional resilience.
Posted 1 week ago
0.0 years
4 - 7 Lacs
Tiruchirapalli, Coimbatore
Work from Office
Responsibilities: 1. Onboarding new customers and managing day to day relationships and discussions 2. Operate as the lead point of contact for any and all matters specific to your customers 3. Hustle SME Businesses, Investors, Acquirers Required Candidate profile Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Age Should be below 25 years only
Posted 1 week ago
0.0 years
4 - 7 Lacs
Chennai, Tiruchirapalli, Coimbatore
Work from Office
Responsibilities: 1. Onboarding new customers and managing day to day relationships and discussions 2. Operate as the lead point of contact for any and all matters specific to your customers 3. Hustle SME Businesses, Investors, Acquirers Required Candidate profile Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Age Should be below 25 years only
Posted 1 week ago
7.0 - 12.0 years
22 - 27 Lacs
Mumbai
Work from Office
EquityResearch Analyst s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity Reasonable experience in covering Capital goods and Power utilities will be preferred Academic Qualifications CAMBA CFA Key Result Area Stock recommendations performing better than the respective sector indices s Equity Research Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintaining financial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stock evaluations will include both listed and unlisted equities Providing company updates as per regulatory requirement
Posted 1 week ago
7.0 - 12.0 years
22 - 27 Lacs
Mumbai
Work from Office
EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CAMBA CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stockevaluations will include both listed and unlisted equities Providingcompany updates as per regulatory requirement
Posted 1 week ago
3.0 - 6.0 years
10 - 20 Lacs
Mumbai
Work from Office
Specific Qualifications The purpose of this position is to provide robust and seamless support to the Head of Investing Education for Mirae Asset Sharekhan Education, ensuring the continuity of key responsibilities related to the ProActive Investor Course and PAI XLT Sessions . This position will guarantee that the ProActive Investor Course and PAI XLT sessions continue to run effectively, while marketing efforts are aligned with organizational goals, leading to improved engagement, course attendance, and overall brand presence in the market. Direct Responsibilities Course & Session Management: Oversee the ProActive Investor (PAI) course and PAI XLT Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyse and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience . Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Educations courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes. Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to the ProActive Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply adult education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research
Posted 1 week ago
1.0 - 6.0 years
3 - 8 Lacs
Noida
Work from Office
Our Company : We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets. Equity Research Analyst is required to perform duties as per the below enlisted description A) Must have experience in Equity (Stock Market) research and drafting of reports (buy/sell/hold/expensive) under a diverse set of categories. These would pertain to diverse sectors (to name a few - energy and oil, materials, mining, telecommunications, pharmaceutical, biotechnology). Frequency is decided as per the requirement of the business. B) Must independently manage report handling, preparation, review and releases - 1) Managing and/or Preparing Main/Topic based reports that are to be released on daily basis depending on movement in the market. 2) Should be able to do stock selection based on Market Trends and Market Situation. 3) Must have expertise to analyse & provide entry/exit price of stocks. 4) Should be proficient in Company evaluation, technical and fundamental research. 5) Managing and/or Preparing macro-economic reports/ industry overviews under newsletters based on requirement of the business. 6) Managing and/or Preparing Quick digest reports entailing any news items. D) Assisting the leadership team in providing insights for research streamlining, workflow management, and team development. E) Keeping a track of portfolio performance on a regular basis and conducting activities required for performance evaluation of equity portfolio. G) Performing other suitable activities based on the need of the hour (videos/ podcasts etc.) and requirement of the business. 7) Having research experience in the International stock market would be preferred. PLEASE REVIEW THE ABOVE JOB DESRIPTION CAREFULLY BEFORE APPLYING
Posted 1 week ago
5.0 - 10.0 years
5 - 8 Lacs
Kolkata
Work from Office
Role & responsibilities IT support required for in house server system, proprietary trading and client trading. Knowledge of RMS will be preferred. Preferred candidate profile Experienced in the field of Stock Broking Business. Immediate joining.
Posted 2 weeks ago
2.0 - 3.0 years
3 - 12 Lacs
Jaipur, Rajasthan, India
On-site
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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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
Posted 2 weeks ago
2.0 - 3.0 years
3 - 12 Lacs
Hyderabad, Telangana, India
On-site
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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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
Posted 2 weeks ago
2.0 - 3.0 years
3 - 12 Lacs
Delhi, India
On-site
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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 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
Posted 2 weeks ago
2.0 - 6.0 years
3 - 12 Lacs
Kolkata, West Bengal, India
On-site
Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.
Posted 2 weeks ago
2.0 - 6.0 years
3 - 12 Lacs
Jaipur, Rajasthan, India
On-site
Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.
Posted 2 weeks ago
2.0 - 6.0 years
3 - 12 Lacs
Hyderabad, Telangana, India
On-site
Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.
Posted 2 weeks ago
2.0 - 6.0 years
3 - 12 Lacs
Surat, Gujarat, India
On-site
Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.
Posted 2 weeks ago
2.0 - 3.0 years
3 - 6 Lacs
Kolkata
Work from Office
We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate will be responsible for conducting fundamental equity research and developing rule-based equity investment strategies aimed at outperforming industry benchmarks. This role involves close collaboration with other analysts to achieve Alpha generation through high-quality research and strategic implementation. Key Responsibilities Analyze and develop advanced rule-based strategies for equity investments from scratch. Conduct rigorous back-testing of investment strategies to ensure effectiveness. Implement and actively monitor strategies to deliver consistent, risk-adjusted returns. Apply strong fundamental analysis techniques to understand and evaluate equity markets. Interpret complex financial data with speed and accuracy using Excel. Collaborate with a team of fundamental analysts to contribute to multiple investment strategies. Prepare in-depth fundamental reports on sectors, industries, and specific stocks, including financial modeling. Communicate effectively with HNI, corporate, and institutional clients. Desired Educational Qualifications MBA in Finance from a reputed institution and/or pursuing CFA. Completion of NISM Research Analyst Certification Module. NISM Investment Advisory Module (preferred).
Posted 2 weeks ago
5.0 - 8.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Posted 2 weeks ago
5.0 - 8.0 years
3 - 12 Lacs
Delhi, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Posted 2 weeks ago
5.0 - 8.0 years
3 - 12 Lacs
Jaipur, Rajasthan, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Posted 2 weeks ago
5.0 - 8.0 years
3 - 12 Lacs
Hyderabad, Telangana, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Posted 2 weeks ago
5.0 - 8.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation
Posted 2 weeks ago
5.0 - 9.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field.
Posted 2 weeks ago
5.0 - 9.0 years
3 - 15 Lacs
Ahmedabad, Gujarat, India
On-site
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
Posted 2 weeks ago
2.0 - 3.0 years
3 - 15 Lacs
Ahmedabad, Gujarat, India
On-site
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
Posted 2 weeks ago
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