47 Job openings found

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Job Description: Trainer & Leader of TelemarketingNew Brands, Products, and Clients• Introduce and train the team on new brands and products.• Develop strategies for acquiring and maintaining new clients.• Create and implement processes for lead generation of new brands.• Research and analyze competing distributors, including product lists and pricing.• Gather ...

Roles and Responsibilities- Provide Post Sales customer support of CTCL and Algo Trading Platform to clients- Resolve day to day queries of clients' via phone, email and on-line chat- Explain the Risk management rules available in the Platform and how it impacts trading of the Users- Troubleshooting, capturing logs and ...

Key Responsibilities: · Identifying and Generating Leads: Conduct comprehensive market research to uncover new markets, potential business opportunities, and innovative solutions aligned with Pinaki Group’s growth objectives. · Building Relationships: Develop and nurture strong client relationships with both existing and prospective customers to foster long-term partnerships and business growth. · Developing Business Plans: Formulate detailed business ...

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 Overview: The Operational Executive will work across various functions to support the daily operations of the firm. From client acquisition to ensuring compliance, this role is ideal for someone who is proactive, detail-oriented, and ready to contribute their energy and creativity to improving our operational processes. You will also ...

Job Responsibilities: Find new clients for the company through social media Track, maintain, and update leads Make outbound calls to develop new business opportunities Inform potential clients about the company’s products and services Research and maintain the lead generation database Develop and implement effective influencer marketing strategies Identify and vet potential influencers across various platforms Negotiate contracts and ...