Univest - Sales Manager - Stock Broking
1 week ago
We are seeking a dynamic and results-driven Sales Manager for our Stock Broking vertical. The primary responsibility of this role is to acquire and manage High Net-Worth Individual (HNI) clients, offering them a wide range of broking and investment products. The ideal candidate should possess a strong network of HNI clients, deep understanding of capital markets, and a proven track record in HNI sales and relationship management.Key Acquisition:- Identify, target, and acquire new HNI clients through cold calling, referrals, networking events, and existing relationships.- Build a robust pipeline of HNI prospects.Relationship Management:- Maintain and nurture long-term relationships with clients through regular interactions, portfolio reviews, and advisory services.- Ensure high levels of client satisfaction and retention.Product Pitching & Advisory:- Present and recommend appropriate stock broking products including equities, derivatives, IPOs, mutual funds, and portfolio management services (PMS).- Offer market insights, research inputs, and personalized investment advice to clients.Revenue Generation:- Meet and exceed revenue targets through broking turnover, cross-selling, and client acquisition.- Ensure optimal utilization of resources to maximize business outcomes.Compliance & Documentation:- Ensure adherence to all regulatory, compliance, and KYC norms as per SEBI and exchange guidelines.- Maintain accurate records of client interactions, transactions, and reports. (ref:iimjobs.com)
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▷ [Apply in 3 Minutes] Sales Executive
3 weeks ago
Gurugram, Gurugram, India Univest Full timeJob Description Job Title: Sales Executive Department: Sales Location: Gurgaon (On-site) Company: Univest About Univest: Univest is a fast-growing fintech platform helping individuals make smarter and more confident investment decisions. Our mission is to empower every investor with the right insights, tools, and opportunities to grow their wealth...
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Human Resources
4 weeks ago
Gurugram, India Univest Full timeJob Description Selected Intern's Day-to-day Responsibilities Include - Working on PMS - Talent Acquisition - HR Operations - Engagement & HR Automation - Payroll About Company: Univest is a one-stop investment platform trusted by over 400,000 users to optimize their portfolios. Founded in March 2022 by Pranit Arora and Avneet Dhamija, Univest utilizes...
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Gurugram, India Univest Communication Technologies Private Limited Full timeRole Overview:We're looking for a data-driven SEO & Conversion Specialist who can take full ownership of organic growth at Univest. This role demands deep technical SEO expertise, sharp analytical skills, and the ability to translate traffic into measurable conversions. You'll work closely with content, tech, and product teams to scale our...
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Univest - Product Lead - Advisory Products
4 weeks ago
Gurugram, India Univest Communication Technologies Private Limited Full timeLocation: Gurgaon (Work from Office) | Experience: 8+ years | Type: Full-timeA. About UnivestUnivest is building India's most comprehensive investment platform - simplifying research, advisory, and execution across equities, F&O, commodities, and mutual fundsWe're a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution...
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Vice President
1 week ago
Gurugram, India Univest Communication Technologies Private Limited Full timeAbout Univest :Univest is building India's most comprehensive investment platform - simplifying research, advisory, and execution across equities, F&O, commodities, and mutual fundsWe're a fast-scaling Series-A stage fintech backed by a strong thesis: Advisory + Execution + Real-time insights = Smarter wealth outcomesAbout the role :We are looking...
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Univest - Future Trader
2 weeks ago
Gurugram, India Univest Communication Technologies Private Limited Full timeAbout the Role:- We are looking for a highly analytical Futures Trader to join our Research Team, responsible for generating high-accuracy trading calls for retail customers. - The ideal candidate will have a proven track record in F&O markets, strong risk management skills, and the ability to deliver actionable, data-driven insights daily.Key...
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Sales Executive in Stock Market
2 days ago
Gurugram, Haryana, India Chanakya Investment Full timeJob Title: Sales Executive Cum Relationship Manager Company: Chanakya Investment Location: R3-106, M3M Urbana, Gurgaon Sector-67, Pin code_122102 Company Name: - Chanakya Investment **About Us**: Chanakya Investments is a SEBI-registered advisory firm specializing in top-notch financial and investment advice. We are expanding our sales team and looking...
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Sales Executive
4 days ago
Gurugram, Haryana, India UNIVEST STOCK BROKING PRIVATE LIMITED Full time**Who**are**we?** **About**our**growth** **56%+ avg. MoM growth for 9 straight months, achieving an EBITDA of ~$1M ARR in**November,**with**over**8**lakh+**users**and**managing**more**than**2500**Cr+**in**AUM!** **Designation**-**Inside**Sales**Executive**Responsibilities** 1) Offering clients suggestions on various high income investment products. 2)...
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Univest - Senior Product Manager
4 weeks ago
Gurugram, India Univest Communication Technologies Private Limited Full timeDescription : Requirements :Must understand F&O segment- Product manager with at least 5+ years experience.- Should be from the securities/ trading domain and should have in depth understanding.- Should be able to plan and create roadmaps using agile methodology.- Should have worked on sprint model.- Should have managed various digital platforms including...
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Field Sales Executive
1 week ago
Gurugram, Haryana, India Capital Placement Services Full time**Gurgaon** Opening Demat account - Responsible for Brokerage and Revenue generation - Hand-holding of clients during initial phases - Handle sales promotion activities from time to time. - Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives. - Regular...
