41 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 ...

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 ...

looking for a dedicated Telecaller to support our sales and service operations. 🔹 Responsibilities: Make outbound calls to potential and existing clients to promote financial products/services. Explain products clearly, answer questions, and handle customer objections effectively. Generate leads and schedule appointments for the sales team. Maintain accurate records of calls, follow-ups, and outcomes. Meet daily/weekly/monthly calling ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...

This job  is responsible for overseeing and managing all banking relationships and financial services of the company. This role requires the development and execution of strategic banking strategies that support the company’s financial objectives, cash management needs, and financing strategies. The VP will also be tasked with managing the relationship with ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst,  and an AMFI certified mutual fund ...