Retail- Rm Advisor Leading Broking Firm
3 weeks ago
Roles and Responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics Cross-sell investment products such as Insurance Mutual Funds MF PMS SIP and Initial Public Offerings IPOs to existing clients Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf Drive revenue growth while ensuring client profitability and long-term engagement Provide clients with market insights and investment advisory services based on current financial conditions Acquire new clients through referrals from existing customers Reactivate inactive clients through consistent follow-ups and engagement strategies Ensure timely collection of margins and market-to-market losses Preferred Candidate Profile Educational Qualification Postgraduate degree required Experience Minimum 2 years of experience with at least 6 months in equity dealing with an Indian broking firm Hands-on experience in broking with a solid understanding of financial products and market trends Must not have any self-trading experience Certification NISM Series VIII certification is mandatory Strong expertise in client acquisition retention strategies and achieving sales targets Prior experience in the broking industry is essential
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Broking - Branch Sales
2 hours ago
India Kotak Securities Full time**Department**:Broking Channel** **Designation**:Branch Sales - RM** **Grade: E1/ E2 - Assistant Manager OR Deputy Manager** **Years of Exp: 1 to 4 yrs** **Reporting to: M3/M4** **Location: Mumbai **Roles**: - Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients - Will be responsible...
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Advisor RCAD
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full timeJob title- Advisor-RCAD Location-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)Advisor – RCAD (Retail Client Acquisition and Development) Candidate should have experience into Trading and Order Punching- Terminal Handling Candidate should have exp of...
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Senior Software Engineer
2 weeks ago
Bangalore Urban, Karnataka, India, IN Mastek Full timeGreetings!We have an exciting job opportunity for the role of Sr. Software Engineer - Oracle Retail ( RMS, ReSA, RPM, RIB, RSE services). This is hybrid job opportunity and candidate shall be operating from office in Bangalore. Job Location - Bangalore Experience : 8+ yearsPreferred candidate profile Bachelor's Degree in Computer Science or related field8+...
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Wealth RM
4 weeks ago
Mumbai, India Alpha Capital Full timeJob Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...
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Senior Project Lead
2 weeks ago
Thiruvananthapuram / Trivandrum, India RM Technology Full timeJob Description Overview Would you like to help enrich the lives of learners around the world RM India (RM Education Solutions India Private Limited)is the India Delivery Center for UK based RM Plc. A leading supplier of technology and resources to the education sector, RM India helps deliver great education products and services that help teachers to teach...
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Insurance Advisor
3 weeks ago
India SBI LIFE Full timewe have vacant of 50 insurance advisor jobs in kodambakkam chennai tamil nadu experience required 2 years educational qualification higher secondary secondary school other bachelor degree skill life insurance financial consultancy etc Experience 2 - 5 Years No of Openings 50 Education 12th Pass Any Bachelor Degree 10th Pass Role Insurance Advisor Industry...
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SUPPORT EXECUTIVES
1 week ago
Mumbai, India SECMARK CONSULTANCY LIMITED Full timeJob Description URGENT JOB OPENING APPLICATION SUPPORT (BROKING & DEPOSITORY OPERATIONS) Location: Kandivali, Mumbai Experience: Minimum 5 Years Joining: Immediate preferred About Us SecMark Consultancy Limited: Founded in 2011 and listed on BSE and NSE, SecMark is a consulting, technology & outsourcing leader serving the financial markets. We deliver...
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Account Manager
4 weeks ago
Ahmedabad, Gujarat, India, Gujarat Anand Rathi Wealth Limited Full timeDesignation - Account ManagerEducation - Graduation + CACTC Offered - 11.11L (8.5L Fixed)Location - Ahmedabad, GujratAn Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...
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Manager - Broking
2 weeks ago
Pune - Business Bay, India Marsh McLennan Full time ₹ 18,00,000 - ₹ 24,00,000 per yearManager - Broking Company:Marsh Description: We are seeking a talented individual to join our Insurance Broking team at Marsh. This role will be based in Mumbai / Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist / Deputy Manager / Manager – Insurance Broking We're...
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Relationship Manager
2 weeks ago
Mumbai, India InCred Capital Full timeJob Description InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth...