Job Title: Sales ManagerKey Responsibilities:Drive business expansion by acquiring new clients and building lasting, productive relationships.Promote and cross-sell a diverse range of financial products such as Systematic Investment Plans (SIPs), Mutual Funds, Insurance, and Equities, aligning solutions with clients financial goals.Conduct personalized one-on-one meetings with clients to assess their financial needs and recommend tailored investment strategies.Achieve and surpass sales targets by securing new business and generating revenue from both new and existing clients.Continuously engage with clients to reinforce relationships, address concerns, and ensure long-term satisfaction.Stay up to date with the latest financial market trends, product innovations, and regulatory changes to better serve client needs.Requirements:Educational Qualification: Graduate (Any discipline)Experience: Minimum 6 months of sales experience, preferably within the BFSI, NBFC, Broking, or Banking sectors.Product Knowledge: Solid understanding of Equity, Insurance, Banking Products, SIPs, and Mutual Funds.Technical Skills: Proficiency in MS Office tools (Excel, PowerPoint, Word, etc.)Preferred Candidate Profile:Minimum of 6 months’ experience in selling CASA, Insurance, Demat, SIPs, or Mutual Funds.Excellent communication, interpersonal, and relationship-building skills.Strong customer-centric approach with the ability to understand and meet client needs.Experience or exposure to the broking industry is a plus.Perks & Benefits:PF and insurance coverageCompetitive salary with performance-based incentivesOpportunities for career advancement and professional developmentInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule an interview, please send your resume to HR Rutuja at 7796426801.

Job Title: Relationship Manager Location: Mumbai, Role & Responsibilities: As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include:Client Acquisition: Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities.Cross-Selling Investment Solutions: Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients.Revenue Growth: Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client.SIP Targets: Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more.Client Relationship Management: Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business.Preferred Candidate Profile:Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds.Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions.Basic knowledge of the financial market, broking operations, and investment products.Prior experience in broking or related financial services is highly desirable.Proven ability to achieve sales targets and manage a client portfolio effectively.Perks & Benefits:Competitive salary with performance-based incentives.Provident Fund (PF) and comprehensive insurance coverage.Opportunities for professional development and career advancement within the financial services industry.Attractive incentive structure based on performance.Interview Process:HR RoundSales Manager Round To schedule an interview or send your CV, please contact HR Dhanashri via WhatsApp at 7796426785

Job Title: Equity Relationship AdvisorKey Responsibilities:Manage and execute equity trades for clients in line with their personalized investment strategies and preferences.Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM).Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings.Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth.Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust.Stay updated on market trends and financial products to offer the most relevant solutions to clients.Preferred Skills & Experience:In-depth knowledge of equity markets and various financial instruments.Proven ability to build and maintain strong client relationships with a focus on long-term retention.Strong communication skills, capable of explaining complex investment products and strategies to clients.Experience in client acquisition, as well as retention and portfolio growth.How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

Key Deliverables: New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements:Educational Qualifications: GraduationExperience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatoryPreferred industry back ground: Wealth Management, Banking, Investment CounsellingDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits :Decent Incentives and Appraisals.To schedule your interview, send your CV through WhatsApp (number mentioned below)HR Yash : 9156902218

Job Title: HNI Equity Portfolio Advisor Location: MumbaiRole & Responsibilities:Generate brokerage primarily by advising clients on their equity portfolios.Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients.Stay updated on market trends and developments to provide relevant and timely advice.Ensure all activities are in full compliance with industry regulations and risk management guidelines.Provide regular updates to clients on their orders and portfolio performance.Cross-sell third-party investment products such as mutual funds, SIPs, and PMS.Preferred Candidate Profile:Educational Qualification: Graduate with a minimum of 50% marks.Experience: Candidates with at least 6 months of experience, preferably from the stock market sector.Preferred Background: A strong interest or background in the stock market.Perks & Benefits:Competitive incentives and performance-based appraisals.How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.

Job Title: Equity AdvisorRoles & Responsibilities:Execute orders on behalf of clients based on their investment preferences and strategies.Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios.Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company.Acquire new clients while maintaining and building strong, lasting relationships with existing clients.Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement.Preferred Candidate Profile:Knowledgeable in equity markets and financial products.Strong sales and relationship-building skills.Ability to communicate complex financial concepts clearly to clients.Experience in client acquisition and retention strategies.How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

Job Title: Equity Portfolio Advisor Location: AhmedabadRole & Responsibilities:Generate brokerage primarily by advising clients on their equity portfolios.Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients.Stay updated on market trends and developments to provide relevant and timely advice.Ensure all activities are in full compliance with industry regulations and risk management guidelines.Provide regular updates to clients on their orders and portfolio performance.Cross-sell third-party investment products such as mutual funds, SIPs, and PMS.Preferred Candidate Profile:Educational Qualification: Graduate with a minimum of 50% marks.Experience: Candidates with at least 6 months of experience, preferably from the stock market sector.Preferred Background: A strong interest or background in the stock market.Perks & Benefits:Competitive incentives and performance-based appraisals.How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.