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0.0 - 5.0 years
2 - 4 Lacs
Thiruvananthapuram
Work from Office
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
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Hubli, Mysuru, Bengaluru
Work from Office
Multiple Open Positions Urgent Hiring Join a Leading Financial Services Company Locations: Bangalore Region | Karnataka | Mysore Region Immediate Joiners Preferred Plus Notice Period SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Open Positions: Financial Consultant Sales Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Manager Sales Bank Relationship Officer Relationship Manager Dealer Channel Sales Manager Business Partner 1. Branch Manager Experience: 3–7 years in Financial Services Core Responsibilities: Branch P&L Ownership: Manage the profitability of the branch by achieving financial targets and cost optimization. Team Management: Supervise, mentor, and motivate sales and support staff; conduct performance reviews. Client Acquisition: Generate new business by building a strong local network and driving field activity. Cross-Selling: Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue. Branch Operations: Oversee smooth functioning of branch activities including audits, compliance, and customer experience. Marketing Initiatives: Plan and execute local promotional events, tie-ups, and investor meets. 2. Manager – Sales Experience: Minimum 3–5 years Core Responsibilities Sales Leadership: Lead a team or work individually to achieve high-value sales targets. Product Expertise: Strong knowledge of investment products and ability to pitch to clients. Client Management: Engage new and existing customers with tailored financial solutions. Support Team: Guide junior staff/Financial Consultants in closing leads and upskilling. Reporting: Maintain and present periodic sales reports to leadership. 3. Bank Relationship Officer Experience: 1–3 years in financial product sales Core Responsibilities: Bank Coordination: Work closely with partner bank branches to generate leads. Lead Conversion: Engage bank customers and convert them into active investors. Relationship Building: Gain trust of bank employees to boost referrals. Sales Targets: Consistently meet assigned targets via walk-ins, referrals, and upselling. 4. Executive – Business Support Experience: 0–2 years (Freshers welcome) Core Responsibilities: Documentation: Assist with form filling, KYC, and client onboarding. Customer Support: Handle queries, update clients on their application status. Data Entry: Maintain accurate digital records and reports. Sales Team Assistance: Help prepare investment proposals and marketing materials. 5. Relationship Manager – Dealer Experience: 0–3 years in stock trading Core Responsibilities Trade Execution: Manage client orders on platforms like NSE/BSE. Market Insights: Share real-time market updates and portfolio suggestions. Client Handling: Serve as a point-of-contact for investment clients, handling trading queries and issues. Sales + Dealing: Balance trade execution and up-selling investment products. 6. Financial Consultant – Sales Experience: 0–5 years Core Responsibilities: Client Prospecting: Identify new prospects via field visits, calls, and referrals. Product Sales: Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc. Portfolio Management: Help clients build and track their investment plans. Client Retention: Provide regular follow-up and market updates to keep clients engaged. 7. Channel Sales Manager Experience: 2–5 years Core Responsibilities: Channel Development: Recruit and onboard new financial agents/partners. Partner Training: Educate them on products, compliance, and sales techniques. Performance Monitoring: Ensure channel partners meet monthly targets. Revenue Growth: Expand channel network to increase business volume. 8. Business Partner Experience: 5+ years in investment sales or independent advisory Core Responsibilities: Independent Business: Act as a franchise/associate of the company under your own name. Client Base: Use your network to build and serve a client portfolio. Revenue Sharing: Earn income through commissions/incentives with backend and branding support. Advisory Role: Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options. How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today! A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR Manish - 7425051270 Or Email - manish@nextvision.co.in
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Raiganj, Bardhaman, Durgapur
Work from Office
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
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Kolkata, Patna, Cooch Behar
Work from Office
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
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Kolkata, Siliguri, Rourkela
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can also call on 8127854413 (whatsapp)
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
Mumbai Suburban
Work from Office
RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Krishnagiri, Margao, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Margoa, Bangalore, Krishnagiri, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 1 month ago
1.0 - 3.0 years
1 - 3 Lacs
Chennai
Work from Office
Job Opportunity - Relationship Manager - Immediate hiring!!! Job description 1. Provide presales service support to customers through field visits, resolving queries promptly and e 2.To answer all queries raised by the clients. 3. Develop strong relationship with customers. 4. Strong understanding of customers needs and recent trend and market dynamics 5. Should have excellent convincing skills and pitch for sales. 6. Ability to work independently with minimal supervision while meeting tight deadlines. Role : Field Sales Officer Exp : 1-3 Industry Type: Any Insurance Department : Sales & Business Development Employment Type : Full Time, Permanent Role Category: Field Sales Educational Qualification: Any Graduate Shift Timing: : 10-7 Working day : Monday to Saturday Immediate joiners preferrable Interested Candidates, do contact Sangeetha - 9094623680
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
2.0 - 5.0 years
3 - 5 Lacs
Ludhiana, Chandigarh, Jaipur
Work from Office
Greetings from APEX SERVICES Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-5.50 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115 Location-Amritsar,Hisar,Ludhiana,Chandigarh,Fatehabad,Sikar,Udaipur,Kota,Jodhpur,Jaipur, Udaipur,Bhilwara,Bhiwani,Ajmer,Moradabad,Varanasi,Lucknow,Kanpur,Prayagraj.Gorakhpur,Saharanpur,Meerut,Dehradun,Indore,Delhi,Noida,Faridabad,Gurgaon
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kota, Udaipur, Sikar
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-4.5 LPA + incentive + other benefit Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills & Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills Kindly reply with your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Varanasi
Work from Office
Responsibilities: * Generate brokerage through cross-selling & third party products. * Contribute to revenue growth through new client acquisition & mutual fund sales. * Manage demat services & equity broking activities. Annual bonus Provident fund
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.
Posted 1 month ago
4.0 - 9.0 years
3 - 8 Lacs
Ahmedabad, Surat, Gujarat
Work from Office
Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates please share updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
0.0 - 4.0 years
2 - 3 Lacs
Bhubaneswar, Cuttack, Ranchi
Work from Office
Meet sales targets through direct marketing & outside sales Sells Current Account/ Saving Account / Salary accounts Conduct field sales activities for banking services Monitor field activities & ensure daily reporting Motivate team to exceed targets Required Candidate profile Good communication skill in both English and the local language. Excellent lead generation and conversion skill Must be Graduate candidate should be ready for field work Should be Local Age- 22 to 35 Perks and benefits Medical & Health Insurance Bonus + Incentives
Posted 1 month ago
5.0 - 10.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Note: Only Apply if you have broking industry experience Accountabilities To acquire and build relations with High Net worth, Retail and corporate customers for the company through To lead a sales team & achieving revenue and acquisition targets To provide end-to-end service solutions to existing customer relationships on a pro-active manner Responsible to manage sales and expansion of Equity, Distribution business & broking activities To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation. To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT). Conceptualise & implement sales promotional plan through various marketing channels Updating customers on the changes an trends on the business landscape Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports) Key competencies Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc Manage our businesses from any designated branch under the Profit-Center concept,by executing the Company's business strategy locally People Management & Staffing / Team Building skills. Should have the required ability to identify the required target segment (focus group)and address the same A good track record of successful business management (individual / branch level) or entrepreneurship Should have reliable knowledge about competitor strategies Optimize team building, employee morale & supervisory quality as per Companys HR policies. Should have communication skills which are clear, precise, articulate Should have excellent networking skills in order to generate leads & referrals Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces Persuasive ability backed with strong belief in self, products and organisation Should have the required analytical skills to understand business & research reports Should be customer centric
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Roles & Responsibilities : Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Activation of dormant accounts Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience - 1 to 5 years in TPP products sales from securities / broking industry. Excellent Communication skills MBA freshers can apply Keen for Sales profile NISM 8 Perks and benefits Fixed CTC + Incentives Age- 21 to 30 years Interview & Job location : Voltas House, A Block C.S No-760, T.B Kadam Marg, Chinchpokli, Mumbai, Maharashtra 400033. (10 Min walking from Chinchpokli Station Central line & Cotton Green Station - Harbour line) Meet : HR Owais Pathan.
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
Chennai, Coimbatore, Bengaluru
Work from Office
Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR JYOTI- 9266056478 /Whatsapp Resume
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
Vapi, Ahmedabad, Rajkot
Hybrid
primarily focuses on building and developing a Salesforce, typically within the insurance industry, by recruiting, training, and motivating agents. They are responsible for driving sales growth and maintaining a high-performing sales team
Posted 1 month ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Surat
Work from Office
Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Bardhaman, Gangtok, Durgapur
Work from Office
Recruit Life Insurance advisors through own references. Act as coach of team. Motivate team for maximizing sales. Support advisors through training & joint sales calls. To deliver new business and renewal business through advisors. HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.
Posted 1 month ago
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