229 Job openings found

Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst,  and an AMFI certified mutual fund ...

Job Description – Senior Accounts  ( 6 days working ) 10.30 to 7.30    Grn entry   Stock matching & correction   Fraction check & correct Negative check & correct   Issue material entry   Share purchase sale entry   Mutual fund reconcile   MSME form 1 data filing Proficient in Tally,  or similar ERP systems   Location - Calcutta Leather Complex Gate No : 3, Zone : II ...

● Understands deep value investing and long term vision. Ability to work independently withlimited guidance or day-to-day oversight. Ability to work in a high-pressure environment.Ability to multi-task and work with a Can-Do attitude.● Strong ethics and integrity.● Building financial models, building & maintaining databases, preparing initiation note,quarterly result update note ...

Job Description Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders Key Requirements Minimum 2-3 Years experience is Mandatory Currently managing or interested in Client Acquisition (sales) Below 45 years of age NISM 8 certification ...

Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...

The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of the AMC at the Branch- Channel management across IFA’s, National Distributors and Banks- Team Management and development of sub - ordinates- Ensure standards of Customer Service and Compliance are met at the Branch- Monitoring ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Preference :➡️ Life Insurance background/ Mutual fund➡️ General insurance, Health insurance, Home Loans, Equity▶️ Real Estate▶️ Small business man   Job Description/Job Responsibilities -  Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis.  Supervise the activity plan of all agents to ensure these are being fulfilled as per the ...

High preference for candidate from broking/BFSI background/finance sector Previous training experience (+3 years) Previous experience in sales training Expert in stakeholder management Trained to the on board  employees, channel partners etc. Conduct corporate training sessions. Prepare, design, plan training material. Training calendars. Must have an experience in Equity, Mutual Fund.

Working Exp  - Experience in Banking, Mutual Fund Industry RPA development is an added advantage. Duties & Responsibilities: Design, Develop and Implement projects using UiPath & RE-Framework Deploy RPA components including bots, robots, development tools, code repositories, and logging tools. Support the launch and implementation of RPA solutions. Create process and end-user documentation. Work directly with ...