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1.0 - 3.0 years

2 - 3 Lacs

Gurugram

Work from Office

-> Analysis of the market dynamics and formulating the best possible strategy -> Backtesting and optimization of various strategies -> Executing the best possible strategy (in simulation and live market) *Age Criteria - not more than 25 yrs old Required Candidate profile -> Bachelor’s in Finance/Eco/Mathematics streams (25, 24, 23 pass outs preferred) -> Knowledge of Option Strategies and Greeks are added advantage. -> NISM Series- VIII cleared candidates preferred.

Posted 10 hours ago

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7.0 - 12.0 years

17 - 30 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Posted 11 hours ago

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7.0 - 12.0 years

17 - 30 Lacs

Ahmedabad, Surat, Vadodara

Work from Office

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Posted 11 hours ago

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7.0 - 12.0 years

17 - 30 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

Work from Office

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Posted 1 day ago

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3.0 - 8.0 years

3 - 8 Lacs

Panaji, Mumbai, Nagpur

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 1 week ago

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7.0 - 12.0 years

7 - 11 Lacs

Nagpur

Work from Office

JOB ROLE To work with RM, BM & AM to identify for respectively mapped families the opportunity to enhance PH & SH by catering to customer requirements across borrow, save, protect, pay, and invest category(ies). Ensuring Branch and RM activation in each product/category to ensure that each Branch / RM is working towards the proposition as a whole and not biased towards limited products/services. Help RMs in improving their customer coverage, in achieving their SOPs, and in improving their earning by highlighting work-areas for each RM. Driving Health Score for both RM and Branch collectively so that RMs are improving on their productivity and also in-turn branches are also improving on profitability. Driving digital adoption of internal systems, platforms (e.g. CRM) that will enable tracking of lead quality, lead fulfilment and RM throughput. Driving campaigns to ensure top of the funnel drive for each product in relevant catchments and monitor for lead quality and lead conversions. Monitoring customer coverage regularly so that all customers are touch-based in set periods. Liaise with relevant departments to ensure and fast-track cases wherever being stuck. JOB REQUIREMENT A passion for solving customer problems and ensuring great user experience. Basic understanding of application flow in each product. High degree of understanding of CRM and other tech platforms. Ability to read and interpret data and dashboards and help strategically implement initiatives in his/her catchment. Experience in data-driven decision-making and analytical thinking. Ability to work effectively with cross-functional teams and manage various stakeholders. High levels of empathy.

Posted 1 week ago

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0.0 - 2.0 years

1 - 3 Lacs

Chennai

Hybrid

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages Known : English, Tamil & Hindi - Freshers can apply

Posted 2 weeks ago

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5.0 - 15.0 years

2 - 5 Lacs

Hyderabad

Work from Office

Company Name: Aditya Birla Experience: 1+ Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Date: 16th July (Wednesday) Interview Rounds: 1 Round Notice Period: Any Job description: 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/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Posted 2 weeks ago

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5.0 - 15.0 years

2 - 5 Lacs

Hyderabad

Work from Office

Company Name: Aditya Birla Experience: 1-8 Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Rounds: 1 Round Notice Period: Any Job description: 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/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Posted 2 weeks ago

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3.0 - 8.0 years

3 - 8 Lacs

Panaji, Mumbai, Indore

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 2 weeks ago

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7.0 - 12.0 years

10 - 20 Lacs

Hyderabad

Work from Office

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office

Posted 2 weeks ago

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9.0 - 14.0 years

5 - 15 Lacs

Panaji, Mumbai, Mumbai Suburban

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 2 weeks ago

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0.0 - 2.0 years

0 - 2 Lacs

Ahmedabad

Work from Office

Responsible for marketing and sales of software products Identifying new areas of opportunities and generating business Building relationship with prospects and Clients and keeping close follow-ups Candidates from Ahmedabad shall be preferred Required Candidate profile Graduate mandatory Good communication, convincing & presentation skills required Interested candidates can mail on trishna@spidersoftwareindia.com or call on 8655762848/ 022-35018383 (Ext:3)

Posted 2 weeks ago

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2.0 - 5.0 years

10 - 12 Lacs

Bengaluru

Work from Office

Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Conduct meeting with clients as part of client servicing and cross selling other financial product Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us Attend calls and execute the orders on behalf of clients by doing Pre trade and 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. Pitch clients for other investment products offered by the company To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business Update clients visit and all other communication with the client in the CRM software Work towards building a network and expanding the client base. Key Result Areas Call Management Ensure all calls received at the desk are handled effectively and without waiting period Reactivating dormant clients Continuously work towards reactivating dormant clients Cross Sell Third Party Products Develop avenues through networking with active and reactivated clients to sell third party products Data Management Accurately record key information of the client to build revenue generation plan

Posted 3 weeks ago

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0.0 - 1.0 years

0 Lacs

Noida

Work from Office

Wealth Management - Internship - 6 no's ( Noida ) Key responsibilities: 1) Work on Equity, Capital Markets & Research related along with Tele Calling and Sales related learning 2) Create Financial modelling for investors to find profitable investments. 3) Closely work with the Sales and Customer Care Team 4) Recommend individual investments. 5) Assess the performance of Stocks, Investments & Bonds. Intern Duration: 3 to 6 months Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only Only Local Candidates shall apply (Delhi NCR Region) Interested Candidate shall share your Resume to 93110 85557 by only whatsapp. (No Calls)

Posted 3 weeks ago

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3.0 - 8.0 years

2 - 6 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 3 weeks ago

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0.0 - 2.0 years

1 - 3 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages known : Tamil, Hindi & English - Freshers can apply

Posted 3 weeks ago

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9.0 - 14.0 years

5 - 15 Lacs

Kolkata, Mumbai, Mumbai Suburban

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 3 weeks ago

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3.0 - 8.0 years

4 - 6 Lacs

Kolkata

Work from Office

Key Responsibilities Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Research and identify trading strategies and methods leading to greater profit and income for clients Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Evaluate financial risks and decide on trading based on available data 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. Ensure all trading transactions are legitimate and comply with government laws and policies to avoid law suits and other penalties.

Posted 1 month ago

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4.0 - 6.0 years

2 - 5 Lacs

Bengaluru

Work from Office

Urgent Opening for Branch In-Charge-Travel-Bangalore Posted On 15th Jul 2015 11:07 AM Location Bangalore Role / Position Branch Incharge-Travel Experience (required) 4-6yrs Description Our Client is a leading globaltraveland destination management services company Position Branch in Charge (BIC) Locations Bangalore-Indira Nagar Job Profile Responsible for managing the day to day activities of the franchisee. Responsible to achieve daily / weekly / monthly targets as specified by the BM. Ensure PCP Pre Counseling Preparedness Maintain & follow grooming standards as specified in the SOP Manual. Adhere to Enquiry Management & Booking Process as specified in the SOP Manual. Responsible to handle enquiries through - Walkin, Telephonic, Email, City PSA & Travel Agents. Ensure that customer is provided with complete details pertaining to the product & cost. Responsible for relationship building and servicing the city PSA & TAs. To maintain query turn around time as per SOP Initiate telesales calls for follow ups & closure of sales bookings Responsible to coordinate with service team for post sale process. Maintain Daily Sales Report Send Resumes to sbharathwajan.expertiz@gmail.com -->Upload Resume

Posted 1 month ago

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3.0 - 8.0 years

3 - 8 Lacs

Kolkata, Mumbai, Nagpur

Work from Office

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Posted 1 month ago

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0.0 - 2.0 years

1 - 3 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

Posted 1 month ago

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0.0 - 2.0 years

0 - 2 Lacs

Surat

Hybrid

Responsible for marketing of software products Calling & fixing appointment with leads Responsible for giving Demo / Presentation of software Keeping close follow-ups with prospects Knowledge of Stock Market will be an advantage WFH currently Required Candidate profile Graduate male candidates Good communication, presentation & convincing skills Interested candidates from Surat apply/mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383 (Ext:3)

Posted 1 month ago

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3.0 - 8.0 years

4 - 9 Lacs

Mumbai

Work from Office

About The Role work with RM, BM & AM to identify for respectively mapped families the opportunity to enhance PH & SH by catering to customer requirements across borrow, save, protect, pay and invest category(ies) Ensuring Branch and RM activation in each product/category to ensure that each Branch / RM is working towards the propositions as a whole and not biased towards limited products/services Help RMs in improving their customer coverage, in achieving their SOPs and in improving their earning by highlighting work-areas for each RM Driving Health Score for both RM and Branch collectively so that RMs are improving on their productivity and also in-turn branches are also improving on profitability Driving digital adoption of internal systems, platforms (eg CRM) that will enable tracking of lead quality, lead fulfilment and RM throughput Driving campaigns to ensure top of the funnel drive for each product in relevant catchments and monitor for lead quality and lead conversions Monitoring customer coverage regularly so that all customers are touch based in set periods Liaise with relevant departments to ensure and fast-track cases wherever being stuck A passion for solving Customer Problems and ensuring great user experience Basic understanding of application flow in each Product High degree understanding of CRM and other tech platforms Ability to read and interpret data and dashboards and help strategically implement initiatives in his / her catchment Experience in data driven decision making and analytical thinking Ability to work effectively with cross functional teams and manage various stakeholders High levels of empathy

Posted 1 month ago

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0.0 - 2.0 years

1 - 2 Lacs

Mumbai, Mumbai (All Areas)

Work from Office

Responsible for marketing of software products Creating Market & targeting prospects by showing demonstrations/presentations of the software Regular follow-ups on daily basis with the Prospects & Clients *Training will be provided by the Company

Posted 1 month ago

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