25 Job openings found

As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction. Key Responsibilities: Acquire new clients ...

  Handle end-to-end trade clearing and settlement for equity, derivatives, and other financial instruments Ensure timely and accurate trade confirmation, reconciliation, and settlement processing Coordinate with custodians, clearing members, exchanges, and internal teams Monitor daily obligations and ensure funds/securities availability Resolve settlement discrepancies, breaks, and exceptions Maintain records and ensure compliance with exchange and regulatory guidelines Manage ...

  Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services  Manage existing clients and improve brokerage/AUM Achieve assigned monthly revenue and acquisition targets              

  Mandatory Certification: NISM Series VIII (Equity Derivatives) – Mandatory Role & Responsibilities: Execute buy/sell orders on behalf of clients Provide trade confirmations by End of Day (EOD) Ensure higher trading volumes and encourage frequent client trading Monitor market movements and provide timely market inputs Cross-sell financial products to existing clients after market hours Ensure compliance with SEBI, exchange, and internal regulations

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...

RMS Manager - Job Role : Cross checking BOD for All segments before Market Start. Making Activation and Deactivation of Trading Terminal and Investor client. Ability to resolve queries on a day to day basis. Keeping Monitoring on Additional Surveillance Margin (ASM) and reporting to HOD. Blocking GSM and Illiquid scrip on Time to Time ...

Working with business teams and Product team Single point of contract person for Operational work Well versed with all products Vis Broking, DP, TPP, Unlisted, MF etc. Addressing internal queries, data requirements and escalations   Key Skills: Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc. Experience in Equity, F&O, Commodities, NSDL and CDSL ...

Job Title: AM/DM/Manager – Branch Business  Department: Branch Business Reports to: (Direct) Group Head People Management Responsibility- Yes   Position Purpose : Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets . Responsibilities • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...

Need a candidate who is from broking industry and has very good experience in Broking especially in FNO. Preferred Minimum 5 Plus years of experience in broking. Only Male Candidate, NISM – 5A & 8    JOB TITLE : ADVISORY MANAGER  AREA OF RESPONSIBILITY: The primary responsibility of Advisory Manager is to Generate Broking Revenue, ...

Role Objective To drive growth in the stock broking business by acquiring new retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs). Key Responsibilities Client Acquisition (Retail & HNI) Develop and execute strategies to acquire new trading and demat accounts. Drive acquisition through Marketing/Sales activities, ...