Relationship Manager Acquisition/ Equity Broking/ Investment Products
3 weeks ago
Job Description - The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. - Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. - Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. - Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. - Developing and implementing strategic plans and initiatives to grow the business with key accounts. - Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. - Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. - Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts
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Jaipur, Kolkata, Pune, India Quick Turtle Full timeJob Description 1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions...
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PCG Advisor, B2B Franchisee Partner Alliance
3 weeks ago
Jaipur, Pune, Indore, India Quick Turtle Full timeJob Description 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...
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[Apply Now] Relationship Managers Acquisition
3 weeks ago
Pune, Indore, Cochin / Kochi / Ernakulam, India Quick Turtle Full timeJob Description - Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking - The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. - Building and maintaining...
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(Only 24h Left) Regional Head
3 weeks ago
Lucknow, Pune, Indore, India Quick Turtle Full timeJob Description Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE,...
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Jaipur, Indore, India Quick Turtle Full timeJob Description QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key...
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Relationship Manager
1 week ago
Jaipur, Rajasthan, India Contatx Resource Managment Full timeJob Title Relationship Manager - BrokingLocation JaipurExperience Required Minimum 2 Years in Broking IndustryEmployment Type Full-TimeJob Summary We are seeking a proactive and client-focused Relationship Manager from the broking industry to manage and grow our client base The ideal candidate should have a strong understanding of equity markets and...
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Sr. Relationship Manager
7 days ago
Jaipur, Rajasthan, India Tata Capital Full time ₹ 8,00,000 - ₹ 24,00,000 per yearDescriptionClient Acquisition and Relationship Management:· Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based...
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Telecaller Sales Executive
6 days ago
Vijay Nagar, Indore, Madhya Pradesh, India Bellcurve Broking Full time_**Read Carefully before Applying**_ **Roles and Responsibilities** -: New client acquisition for Trading and De-mat account Revenue generation through brokerage Cross selling of investment products Equity and Advance brokerage product (as per client’s needs) Maintaining client relationship To guide the client about the suitable investment / trading...
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Sales Executive
2 weeks ago
Indore, Madhya Pradesh, India BellCurve Broking (CapitalVia) Full time ₹ 1,56,000 - ₹ 3,60,000 per yearRoles and ResponsibilitiesNew client acquisition for Trading and Demat account for SharkehanRevenue generation through brokerageCross selling of investment products, Equity and Advance brokerage product (as per clients needs)Maintaining client relationshipTo guide the client about the suitable investment / trading products/Stock Market Training as per...
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Bigul - Manager - Client Relationship
1 week ago
Indore, India Bigul.co Full timeCompany is dedicated to providing investors and traders with the tools they need to succeed. We believe in matching the right strategy with the right stocks and tools to ensure everyone can win in the financial market. Our goal is to empower individuals to make informed investment decisions.About the Role:We are looking for a dynamic and result-oriented...