Job 1 : Relationship Manager – PCG in a leading fianancial Co.
Job Description:

• It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
• Promote Focus Product of the month
• Maintain records of business on internal software CRM etc.
• Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products
• Candidate should have minimum experience of around 5years from banking and broking industries and managing bank AUM of HNI Clients

Candidate Profile:
Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
Min. 25-30 client candidate managing.
Min AUM 5-6cr from Equity

• Currently must be in HNI / UHNI financial sales min. ticket size 50 lakh
• Consistent performer enjoying an excellent reputation in market.
• Excellent connectivity with client to take them along.
• Not a frequent job change.
• Excellent communication and presentation skill.
• Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products

Experience: 3 to 8 years

Annual CTC: Rupees 5,00,000 to 10,00,000

Other Salary: Incentive best in industry

Keywords: ★ – Must have key skills
Leadership Relationship Management HNI Sales UHNI ★ Financial Sales High Ticket Sales Sales Sales Presentation Direct Sales MF Sales PMS Structured Product ★ AUM Financial Planning Cold Calling ★ Customer Acquisition Sales Growth Wealth Manager

Locations:
Mumbai, Kolkata, Ahmedabad, Surat, Pune, Bangalore/Bengaluru, Jaipur, Delhi / NCR

Job 2 : Equity Advisor in a leading Stock Broking co.
Job Description:

• Dealing on behalf of clients.
• Update client for order and trade on the recorded line during the market hour.
• Maintain 0% dealing error.
• Maintain active clients as per the defined norms.
• Maintain daily unique outgoing client call.
• Activate dormant clients.
• Ensure resolution of clients query.
• Ensure client meeting as per the defined norms.
• Maintain records of business on internal software.
• Liaison with branches for revenue generation and query resolution
• Follow guidelines of Risk management and Settlement
• Ensure compliance as per various regulator and organization guidelines.
• Acquire quality clients through networking, database, market intelligence and references from existing clients.

Candidate Profile:
Experience and Education details :

# Bachelor’s degree, /Post graduate or equivalent work experience.
# Two or more years of experience in the financial services industry preferably. Securities, Investment & Wealth Companies : Wealth Managers, Relationship Manager &
Acquisition Manager dealing into Equity Sales.
# Candidate should have good communication skills.
# NISM-VIII certification must
Experience: 2 to 7 years

Annual CTC: Rupees 3,00,000 to 8,00,000

Other Salary: + Attractive incentives

Keywords: ★ – Must have key skills
Customer Marketing Financial Services ★ Equity Finance Cross Selling New Client Acquisition Investment Products Financial Products Target Achievement Stock Trading ★ Stock Broking NSE BSE Revenue Margin Trading Financial Sales HNI UHNI ★ NISM

Locations:
Bangalore/Bengaluru, Chennai, Tiruchirapalli/Trichy, Coimbatore, Hubli, Mumbai, Kolkata, Ahmedabad, Delhi / NCR

Requirement Category
Industry: Financial Services
Functional Area: BFSI, Investments & Trading
Role: Stock Broker
Visible to: All
Education Details
UG Qualification: Any Graduate
PG Qualification: Any Postgraduate

Job 3 : CDD Head [Central Dealing Desk Head ] with a Leading Stock Broking Co.

Job Description: Profile Of Responsibility
Primary

Lead the branch and generate revenue/ net profit, as per ARG norms
Induct, facilitate and motivate Dealers and Relationship Managers to work towards the profitability of the branch by retaining right clients (individuals and corporate), acquiring quality ones by networking with existing ones and servicing clients.
Maintain balanced product mix to facilitate de-risking
Ensure compliance of all dealings as per SEBI and Exchange guidelines.
Responsible for smooth day-to-day operations of the branch and maintain the brand image of the organization.

Concurrent

• Identify potential threats and opportunities in the market through regular updates on competition and control them.
• Maintain visibility in the market
• Participate in NSE branch audits at non-fixed intervals
• Maintain a congenial work environment to facilitate retention
• Recommend choice of branch location based on potential business in case of start-up branches
• Represent the management?s vision and corporate guidelines to the team and ensure adherence to the same.

Candidate Profile:

• Manage the operation and other affairs.
• Currently must be managing a team of Dealers in any leading stock broking company.
• Handling a team of Equity Retail Sales / PCG / HNI.
• High level of knowledge in stock market.
• Excellent personality and a team management skill.

Experience: 3 to 8 years

Annual CTC: Rupees 5,00,000 to 15,00,000

Other Salary: + Incentives & other benefits.

Keywords: ★ – Must have key skills
Relationship Management Sales Hni Branch Management Rm Senior Management Stock Broking Equity Broking Operations Management D – Mat Team Handling ★ Revenue Generation Client Acquisition Client Servicing Dealing ★ Stock Trading ★ Branch Manager ARG

Locations:
Jaipur, Mumbai, Chennai, Delhi / NCR

Job 4 :Relationship Manager – PCG in a leading fianancial Co.
Job Description:

• It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

Promote Focus Product of the month

• Maintain records of business on internal software CRM etc.
• Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products
• Candidate should have minimum experience of around 5years from banking and broking industries and managing bank AUM of HNI Clients

Candidate Profile:
Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
Min. 25-30 client candidate managing.
Min AUM 5-6cr from Equity
# Currently must be in HNI / UHNI financial sales min. ticket size 50 lakh
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.
# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products

Industry preferred: Banking, NBFC & Wealth Management

Experience: 3 to 8 years

Annual CTC: Rupees 5,00,000 to 10,00,000

Other Salary: Incentive best in industry

Keywords: ★ – Must have key skills
Leadership Relationship Management HNI Sales UHNI ★ Financial Sales High Ticket Sales Sales Sales Presentation Direct Sales MF Sales PMS Structured Product ★ AUM Financial Planning Cold Calling ★ Customer Acquisition Sales Growth Wealth Manager