43 Job openings found

 Role: Wealth Manager (Retail & HNI)  Job Location: Kolkata/Guwahati/ Siliguri/Ranchi/Dhanbad/Patna/Rourkela/Kanpur/Lucknow/Banaras /Raipur Compensation: Best in the industry About Us: With over 31 years of trust and industry expertise, company is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. We are also registered ...

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 ...

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: 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 ...

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 ...

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: 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 ...