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4.0 - 9.0 years

10 - 16 Lacs

Bengaluru, Mumbai (All Areas)

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Responsible to lead the end-to-end setup and operations of new retail stores across our 6 operational cities. Retail New Store Setup & Expansion Store Operations Management Team Leadership & Training Sales & Marketing Strategy P&L Management

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1.0 - 6.0 years

3 - 4 Lacs

Navi Mumbai, Mumbai (All Areas)

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Role & responsibilities: Franchisee Onboarding & Training Assist in the onboarding process for new franchisees, ensuring they understand company policies, trading platforms, and operational procedures. Coordinate and conduct training sessions for franchisee staff on broking operations, customer service, and compliance standards. Develop and maintain training materials and resources to support franchisee education. Operational Support & Issue Resolution Provide day-to-day operational support to franchisees, addressing queries related to account management, trading platforms, and client services. Collaborate with internal teams to resolve technical issues, ensuring minimal disruption to franchisee operations. Monitor franchisee performance and compliance, conducting regular audits to ensure adherence to company standards. Franchisee Payout Management Oversee the calculation and timely disbursement of franchisee commissions, ensuring accuracy and transparency. Maintain detailed records of franchisee earnings and resolve any discrepancies promptly. Provide franchisees with regular statements and reports detailing their earnings and performance metrics. Sales Support & Performance Monitoring Assist franchisees in setting sales targets and developing strategies to achieve them. Monitor franchisee sales performance and provide feedback and guidance to improve results. Implement incentive programs to motivate franchisees and drive sales growth. Marketing Support Provide franchisees with marketing materials, including brochures, banners, and digital content, to promote services effectively. Assist in local marketing campaigns and events to increase brand visibility and attract new clients. Collaborate with the marketing team to ensure franchisees have access to the latest promotional offers and materials. Communication & Coordination Serve as the primary point of contact for franchisees, facilitating effective communication between the head office and franchise locations. Coordinate with marketing, compliance, and product teams to ensure franchisees have the necessary resources and support. Assist in the implementation of corporate initiatives and campaigns at the franchisee level. Reporting & Documentation Maintain accurate records of franchisee interactions, training sessions, and operational issues. Prepare and submit regular reports on franchisee performance, training progress, and operational challenges. Assist in the preparation of documentation for franchise renewals and compliance audits. Preferred candidate profile: Bachelors degree in Business Administration, Finance, or a related field. 2–5 years of experience in franchise support, operations, or a related role, preferably within the financial services or broking industry. Strong understanding of stock market operations, trading platforms, and investment products. Excellent communication and interpersonal skills, with the ability to build and maintain relationships with franchisees. Proficiency in MS Office suite and CRM software. Ability to multitask and prioritize tasks effectively in a fast-paced environment. Willingness to travel occasionally to visit franchise locations.

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2.0 - 6.0 years

7 - 9 Lacs

Mumbai, Hyderabad, Ahmedabad

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Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications

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8.0 - 12.0 years

15 - 25 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 1) 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. Location : - Delhi, Telangana, Vadodra, Trivendrum, Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore

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5.0 - 10.0 years

8 - 15 Lacs

Kolkata, Mumbai, Thane

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VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager / Team Leaders, having 1) Networking in Franchisee, IFA , 2) Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products. PCG (Pvt. Client Group) B2B, Franchisee, IFA, Partner Alliance Relationship, Equity Broking /Stock Broking Locaiton : - Vadodra, Delhi, Trivendrum,Kolkata,Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore

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5.0 - 7.0 years

8 - 10 Lacs

Mumbai, Ahmedabad, Bengaluru

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1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Location - Ahemdabad, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Delhi, NCR

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5.0 - 10.0 years

7 - 12 Lacs

Chennai, Bengaluru, Vadodara

Work from Office

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications Skills : - Bonds, Secondary Bonds, Fixed Income Securities, IFD, IFA, Franchisee, Partner Alliance Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Location : - Telangan, Vadodra, Trivendrum, Bengaluru, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Coimbatore

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5 - 10 years

8 - 15 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

Position - VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager / Team Leaders. 3 ) Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru, Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum.

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2 - 5 years

4 - 9 Lacs

Mumbai, Hyderabad, Ahmedabad

Work from Office

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : - Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum

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1 - 6 years

20 - 25 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. Location:Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Delhi, Telangana, Vadodra, Trivendrum

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5 - 10 years

5 - 10 Lacs

Mumbai, Hyderabad, Chennai

Work from Office

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications Skills : - Bonds, Secondary Bonds, Fixed Income Securities, IFD, IFA, Franchisee, Partner Alliance Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Location : - Telangan, Vadodra, Trivendrum, Bengaluru, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Coimbatore

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5 - 8 years

8 - 15 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity 9) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. 10) Existing Relationship Manager / Team Leaders, having Location:,Ahmedabad,Surat,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum

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5 - 7 years

8 - 15 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and BA on regular basis 6) Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Candidate Profile : 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager / Team Leaders, having _ Locations : Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai,Ahmedabad,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Surat,Kochi,Jaipur,Indore

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5 - 7 years

8 - 10 Lacs

Kochi, Chennai, Bengaluru

Work from Office

Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs Candiate Profile : 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications 4) Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Locations : Hyderabad & Telangan, South , Vadodra, Trivendrum,Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore

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5 - 10 years

5 - 10 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications Location : - Telangan, South , Vadodra, Trivendrum, Hyderabad,Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore

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