Relationship Executive- Broking Firm

4 weeks ago


Fort Mumbai Maharashtra, India Affirm Services Consultancy Pvt. Ltd. Full time

**Job Details - Relationship Executive / Manger**

**Location**: Ahmedabad, Fort

**Primary Responsibilities**:

- Generating margin from clients and pitching internal research calls for the day
- min 90 mins call-time per day
- Contact potential or existing customers to inform them about a product or service using scripts
- Advising clients with regards to their Investments in Equity & Derivatives Market
- Building relationships with the client & educating them about Investments and platform
- Identifying the opportunities and offering platform centric solutions in consultation with Product team
- Accelerating client base
- Take and process orders in an accurate manner on client behalf
- NISM 8 is mandatory
- Cross selling of third party products, whenever applicable
- CRM documentation & updation

**Specialized Activities**:

- Executing Trades Orders
- Advising Clients based on Research Report

**Skills**:

- Any graduate
- NISM 8
- Communication skills cross selling relationship management third party
- Product NCFM Stock Market Dealing Equity Derivatives

**Experience**:

- Min. of 2 year of experience in same field

**Other Requirement**:

- Should have demonstrated abilities to nurture relationships and generate revenue.
- Communicate persuasively in English & Hindi / Local language

No of positions: Fort (2), Ahmedabad (5)

Max CTC: 35k per month

**Salary**: ₹30,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Vile Parle, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Customer relationship management: 1 year (preferred)



  • Mumbai, India Reva Placement Full time

    We are looking for Compliance Officer/ Executive Company - Stock Broking Location - Nariman Point Experience - 4-7 yrs Salary - 30-60 k pm Knowledge of DP and stock broking back office, Compliance with SEBI (Stock Broking, Merchant Banking, Invest Advisory) Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock...


  • Mumbai, India GOLDEN JOBS PLACEMENTS Full time

    Urgent Opening! BILLING AND PROCESSING - FOR STOCK BROKING FIRM Experience: 2-3 years Salary : 3-4.25 lacs per annum Must have key skills: Processing Other key skills: ms excel, english, stock broking firm, sebi, billing, stock exchange What you'll do: - To process daily data from stock exchanges. - Margin Reporting and allocation reporting to...

  • Broking-compliance

    1 month ago


    Mumbai, Maharashtra, India Arin Consultancy Full time

    Compliance Mumbai _Mumbai Western Suburbs_ April 3, 2024 - April 4, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **10 We are looking for someone who has worked as a compliance...


  • Mumbai, India JHP Securities Pvt. Ltd. Full time

    **LOOKING FOR CANDIDATES FROM STOCK BROKING FIRMS AND STAYING IN WESTERN LINE** 1) Managing more than 50 Desktop & 25 Servers includes Windows 2003 / 2012/2008/Windows 7, Windows 10. 2) Handling & Troubleshooting Odin Servers for BSE, NSE, F&O, & MCX 3) Analyze the Application Requirements of the Broker During the Market Hours. 4) Responsible for...


  • Bandra West, Mumbai, Maharashtra, India vintage placement Full time

    need it executive with stock broking firm expereince **Salary**: ₹30,000.00 - ₹40,000.00 per month Day range: - Monday to Friday Shift: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9321363416

  • Broking - Compliance

    2 months ago


    Mumbai, India Arin Consultancy Full time

    Compliance Mumbai _Mumbai Western Suburbs_ February 28, 2023 - February 29, 2024 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **6 We are looking for someone who has worked as a compliance personnel in a broking firm for at least 2 years, and has a good...


  • Mumbai, India Merito Full time

    Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst...


  • mumbai, India Merito Full time

    Job Description About Company :Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities :Advising Affluent clients on their investments and managing their overall financial portfolio...


  • Mumbai, India Merito Full time

    About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the...

  • Acquisition Executive

    1 month ago


    Vikhroli, Mumbai, Maharashtra, India Finhaat Insurance Broking Pvt. Ltd Full time

    Finhaat is an insurance broking firm where we do retail business through Agency Channel We are looking for Freshers and experienced professionals who are good at communication and interacting with POSP agents to tie with us. So communication and persistency is a must. - Calling to tie up with agents for business - Maintaining interpersonal relationship with...

  • Telesales Executive

    1 month ago


    Vikhroli, Mumbai, Maharashtra, India Finhaat Insurance Broking Pvt. Ltd Full time

    Finhaat is an insurance broking firm where we do retail business through Agency Channel We are looking for Freshers and experienced professionals who are good at communication and interacting with POSP agents to tie with us. So communication and persistency is a must. - Calling to tie up with agents for business - Maintaining interpersonal relationship with...

  • Broking Associate

    2 months ago


    Mumbai, India Riverforest Connections Full time

    Incumbent to possess the following competencies: 1. Good knowledge of Project Management Processes and tools - 2. Proficient on MS Excel, PowerPoint and Word - 3. Good verbal and written communication with pleasing personality - 4. Proactive and extremely high on initiatives - 5. Self-starter - should be able to work with minimum supervision - 6. Ability...

  • Telesales Executive

    2 days ago


    Mumbai, India Referpark - Executive Search Firm Full time

    Our Insurance Broking Company is hiring Telesales in Mumbai Location Role: Executive - Tele sales Location: Powai (Mumbai) Roles & Responsibilities: - Responsible for generating Leads and F2F - Developing opportunities with new customers - Reaching the targets and goals set for your profile. Desired Profile: - Experience in Outbound Calling/Outbound...


  • Navi Mumbai, India Impact Solution Full time

    Currently we are hiring Relationship Manager for Broking Firm at Navi Mumbai. like Credit Card,Homelaons/CASA etc. Location: - Navi Mumbai No field jobs **Job Types**: Full-time, Regular / Permanent **Salary**: ₹20,000.00 - ₹30,000.00 per month Schedule: - Day shift - Morning shift Ability to commute/relocate: - Navi Mumbai, Maharashtra:...


  • Vile Parle, Mumbai, Maharashtra, India Affirm Services Consultancy Pvt. Ltd. Full time

    **JD -DEALER** **Responsibilities**: 1.Communicating Intra-day Trading Calls and Investing Ideas to Customers. 2.Maintaining Regular Relations with Clients. 3.Individually Operate NSE / BSE Terminals. 4.Calling dormant / inactive clients and convincing them to start trading. 5. Margin collection from existing and new clients 6.Ability to Advise the Clients...

  • Executive - Mis

    2 weeks ago


    Mumbai, Maharashtra, India Choice Equity Broking Pvt. Ltd Full time

    We are Hiring for Insurance Operations Location - Marol Any one interested can Come and Meet us in office Date : 28th May and 29th May Choice Insurance Broking India Pvt Ltd Mittal Commercia, 12th Floor ,Hasan Pada Rd, Mittal Industrial Estate, Marol, Saki Naka, Mumbai, Maharashtra 400059 Meet person Sneha Pai Business Partner-Human Resource Reference...


  • Mumbai, India Talent Corner Full time

    Roles and Responsibilities A 28 years old broking firm in Mumbai is looking for a Product manger , who should be having at least 5+ years of relevant experience in Broking firm as a product manger.Should be good coordinator Desired Candidate Profile work from office 5+ years experience require as a product manger.should be good in strategy part and...


  • mumbai, India Talent Corner Full time

    Roles and Responsibilities A 28 years old broking firm in Mumbai is looking for a Product manger , who should be having at least 5+ years of relevant experience in Broking firm as a product manger.Should be good coordinator Desired Candidate Profile work from office 5+ years experience require as a product manger.should be good in strategy part...


  • mumbai, India Talent Corner Full time

    Roles and Responsibilities A 28 years old broking firm in Mumbai is looking for a Product manger , who should be having at least 5+ years of relevant experience in Broking firm as a product manger.Should be good coordinator Desired Candidate Profile work from office 5+ years experience require as a product manger.should be good in strategy part...


  • Mumbai, India Talent Corner Full time

    Roles and Responsibilities A 28 years old broking firm in Mumbai is looking for a Product manger , who should be having at least 5+ years of relevant experience in Broking firm as a product manger.Should be good coordinator Desired Candidate Profile work from office 5+ years experience require as a product manger.should be good in strategy part and...