52 Job openings found

Job description: Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

Job Summary:We are looking for a dynamic and result-oriented Branch Manager to lead our stock broking branch. Therole requires strong leadership skills, a solid understanding of the capital markets and the ability to drivebusiness through client acquisition, team management and operational excellence. Key Responsibilities: Lead, manage and grow the branch's retail ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...

NISM Certified   Executive Dealer -   Essential Duties and Responsibilities:    1) Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation   2)Suggest trade & investment recommendations as given by fundamental and technical research team (only). 3)Execute buy and sell orders for clients in a ...

NISM Certified   Executive Dealer -   Essential Duties and Responsibilities:    1) Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation   2)Suggest trade & investment recommendations as given by fundamental and technical research team (only). 3)Execute buy and sell orders for clients in a ...

Building long-term relationships with customers. Addressing customer concerns and complaints. In coordination with Sales head creating sales plans to generate revenue. Make daily Customer Feedback Calls and Special occasion calls. Using CRM programs for data capturing and review of sales. Maintain data confidentiality and produce as and when required by management. Building and maintaining profitable relationships ...

Key Responsibilities – Build and maintain long-term relationships with high-net-worth individuals, luxury customers, and VIP clientele. Ensure exceptional customer service and a personalized shopping experience for all customers, both in-store and online. Proactively address customer inquiries, concerns, and complaints, offering timely and effective solutions. Track customer satisfaction and manage feedback to improve service offerings ...

Key Responsibilities • Customer Relationship Management • Serve as the primary point of contact for customers, addressing inquiries and concerns. • Maintain long-term relationships with clients and ensure high customer satisfaction. • Follow up on orders, payments, and after-sales support. • CRM & Data Management • Maintain and update the CRM system with accurate customer ...