Job Specifications:Role Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Job Purpose:The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables:Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of clients portfolio to ensure that they are in line with clients investment objectivesJoint calls with branch teamRole Requirements:Educational Qualifications: Post GraduationExperience: 2+ 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 ProductsTo schedule an interview or send your CV, please contact HR Avdhut via WhatsApp 9822463775

Job Title: Relationship Manager Location: Mumbai, PuneRole & Responsibilities:Client Acquisition: Acquire 7-8 new clients per month through outreach and networking.Sales of Investment Products: Promote SIPs, mutual funds, insurance, and other financial products to new and existing clients.Revenue Growth: Meet monthly SIP targets (5 SIPs with Rs. 2000+ each) and drive business growth.Client Relationship: Build and maintain long-term, trust-based client relationships.Preferred Candidate Profile:6+ months of experience in selling financial products (SIPs, Mutual Funds, Insurance, etc.).Strong communication and sales skills.Basic knowledge of financial markets and products.Experience in broking/financial services is a plus.Perks & Benefits:Competitive salary with performance-based incentives.PF and insurance coverage.Career growth opportunities.Interview Process:HR RoundSales Manager RoundFor interviews, contact HR Ashwini on WhatsApp: 9822643371

Job Title: Relationship Manager Location: Pune, Mumbai, AhmedabadRole & 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 Ashwini via WhatsApp at 9822643371

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 Ashwini : 9822643371

Job Title: Relationship Manager Location: MumbaiRole & Responsibilities:Client Acquisition: Acquire 7-8 new clients per month through outreach and networking.Sales of Investment Products: Promote SIPs, mutual funds, insurance, and other financial products to new and existing clients.Revenue Growth: Meet monthly SIP targets (5 SIPs with Rs. 2000+ each) and drive business growth.Client Relationship: Build and maintain long-term, trust-based client relationships.Preferred Candidate Profile:6+ months of experience in selling financial products (SIPs, Mutual Funds, Insurance, etc.).Strong communication and sales skills.Basic knowledge of financial markets and products.Experience in broking/financial services is a plus.Perks & Benefits:Competitive salary with performance-based incentives.PF and insurance coverage.Career growth opportunities.Interview Process:HR RoundSales Manager RoundFor interviews, contact HR Ashwini on WhatsApp: 9923656681

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 Rutuja-7796426801

Job Title: Relationship Manager Location: PrabhadeviRole & 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 Ashwini via WhatsApp 9923656681

Role & responsibilities:-New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsSIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:-Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales personGood communication skills.Knowledge of broking And operations knowledge.Experienced with good knowledge of broking industry are welcome.Perks and benefits:- PF-InsuranceFixed Salary huge IncentivesWork Location: MumbaiRounds of Interviews:-HR roundSales Manager RoundHow to Apply:-To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sayali: 91580 43197

Role & responsibilities:-New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsSIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:-Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales personGood communication skills.Knowledge of broking And operations knowledge.Experienced with good knowledge of broking industry are welcome.Perks and benefits:- PF-InsuranceFixed Salary huge IncentivesWork Location: Mulund, Borivali, Prabhadevi Rounds of Interviews:-HR roundSales Manager RoundHow to Apply:-To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Business Development Manager Job DescriptionRole & Responsibilities:Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.Drive revenue generation from all products within sourced accounts, ensuring continued business growth.Achieve a target of 5 SIPs per month, each of Rs. 2000.Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.Preferred Candidate Profile:Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.Strong communication and interpersonal skills with the ability to engage and build relationships with clients.Good knowledge of broking and operations within the financial services industry.Prior experience in the broking industry is a plus.Perks and Benefits:PF and Insurance coverageFixed salary with attractive performance-based incentivesWork Location: MumbaiInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini :9822643371

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 sayali 91580 43197

Location: Mumbai /MaladResponsibilities:• Develop compelling and informative content on stock market topics for videopresentations.• Conduct thorough research on market trends, investment strategies, and financialanalysis to produce accurate and insightful content.• Plan, script, and deliver video presentations in a clear, concise, and engagingmanner, maintaining audience interest throughout.• Comfortably present information on camera and effectively communicate complexconcepts in both English and Hindi.• Utilize additional language skills, if available, to cater to a broader audience andenhance engagement.• Collaborate with the content team to brainstorm ideas, review scripts, and contributeto content strategy.• Stay updated with industry news, market developments, and emerging trends toincorporate into content creation.• Engage with the audience across various platforms, gathering feedback and ideas forfuture content.• Monitor video performance metrics and analytics to optimize content and driveaudience engagement.• Should not have objections on making Stock Market related reels for our SocialMedia Platform.Skills Required:• Bachelor's degree in finance, economics, or a related field.• Professional certifications such as NISM, CMT, CFA, or equivalent are highly preferred.• Excellent command of both English and Hindi languages, with the ability to communicate effectively in both written and verbal forms.• Comfortable speaking on camera and presenting to large audiences with zero camerafear.• Additional proficiency in other languages is a plus and will be considered favorably.• Creative mind-set with the ability to generate innovative ideas for video content.• Ability to work independently and as part of a team in a fast-paced environment.

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 Rutuja: 7796426801

Job Specifications:Role Designation: Sr RM/RM Department: Investment Products Function: Sales/Wealth Management Job Purpose:The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables:Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of clients portfolio to ensure that they are in line with clients investment objectivesJoint calls with branch teamRole Requirements:Educational Qualifications: GraduationExperience: 1+ Years in banking or broking firmTeam handling experience: Not mandatoryPreferred industry back ground: Broking firm, Banking, Investment ProductDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

Role & responsibilities Advising clients on what stocks to purchase,etcCross sell products to clientsPreferred candidate profile Interest in pursuing career in stock marketFresherPerks and benefits On roll opportnity

Role Designation:-AdvisorDepartment:-Commodity Key Deliverables:- Handling & Advising clients on Commodity product.Passing on research calls and engaging clients to trade in commodityCreation of revenue through effective Advisory Role Requirements:-Any Graduate fresher or with minimum of 6 Months-3 Years experience.Candidate with broking industry experience will be added advantage.Able to Understand Market Reports and share Information with Clients.Should be comfortable working in Shifts.Shift Time:Commodity Advisory: Should comfortable working in shifts- Morning Shift- 8.30-5.30pm / Evening shift -3pm to 12 am Benefits: Fixed CTC+ Attractive Incentive+ Night travelling Allowance of Rs 3500How to Apply:-To schedusle your interview Call or send your CV through WhatsApp (number mentioned below)HR Dhanashri:7796426785

Role Designation:-Advisor/ BDMDepartment:-Commodity Key Deliverables:- Handling & Advising clients on Commodity product.Passing on research calls and engaging clients to trade in commodityCreation of revenue through effective Advisory Role Requirements:-Any Graduate fresher or with minimum of 6 Months-3 Years experience in equity advisory,sales.Candidate with broking industry experience will be added advantage.Able to Understand Market Reports and share Information with Clients.Should be comfortable working in Shifts.How to Apply:-To schedusle your interview Call or send your CV through WhatsApp (number mentioned below)HR Yash:9156902218

Profile: Relationship Manager (Male Preferred)Key Responsibilities:Responsible for achieving revenue targets through cross selling of subscription based financialproducts to the clients like Trading Software, Educational Products, Option trading advice and varioustrading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API basedauto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars &employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients locationSkills Required:Talkative & extrovert PersonFresher / ExperiencedGraduate / Post-graduate in any streamShould be a self-starter, proactive & target orientedShould possess strong networking & relationship building skillsExcellent Public Speaking & Presentation skillsShould possess excellent Convincing & Communication SkillsAdded Knowledge:Knowledge of Stock Market & NISM CertificationAble to speak any regional languages like Gujarati, Marathi, Tamil, Kannada, Bengali, Telugu,MalayalamPackage: As per industry standards

Designation: Executive - Tele SalesLocation Malad WestKey Responsibilities• Responsible for achieving revenue targets through cross selling of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity Market.• Should be passionate & aggressive for outbound cold calling process. • Ability to bring innovative ideas which helps in achieving sales target.• Should be able to speak continuously for full day.Skills Required• Active listener, Extrovert with good communication skills.• Fresher / Experienced.• Graduate / Post-graduate in any stream.• Should be a self-starter, proactive & target oriented.• Should possess strong networking & relationship building skills• Excellent Public Speaking & Presentation skills• Must have good Convincing & Communication SkillsAdded Knowledge• Knowledge of Stock Market• Able to speak regional languages, Hindi & English (Preferred)PackageAs per industry standards

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 Avdhut at 9822463775

Profile: Relationship Manager (Tele Sales + Field Sales)Location: Thane, MaharashtraKey Responsibilities:Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners.Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients locationSkills Required:Talkative & extrovert Person Fresher / ExperiencedGraduate / Post-graduate in any streamShould be a self-starter, proactive & target orientedShould possess strong networking & relationship building skills Excellent Public Speaking & Presentation skillsShould possess excellent Convincing & Communication SkillsAdded Knowledge:Knowledge of Stock Market Regional languages like Tamil (Preferred)Package: As per industry standards

Job Specifications:Role Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Job Purpose:The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables:Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of clients portfolio to ensure that they are in line with clients investment objectivesJoint calls with branch teamRole Requirements:Educational Qualifications: Post GraduationExperience: 2+ 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 ProductsTo schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

Business Development Manager Job DescriptionRole & Responsibilities:Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.Drive revenue generation from all products within sourced accounts, ensuring continued business growth.Achieve a target of 5 SIPs per month, each of Rs. 2000.Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.Preferred Candidate Profile:Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.Strong communication and interpersonal skills with the ability to engage and build relationships with clients.Good knowledge of broking and operations within the financial services industry.Prior experience in the broking industry is a plus.Perks and Benefits:PF and Insurance coverageFixed salary with attractive performance-based incentivesWork Location: PrabhadeviInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Sayali : 91580 43197

Job Specifications:Role Designation: Sr RM/RM Department: Investment Products Function: Sales/Wealth Management Job Purpose:The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables:Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of clients portfolio to ensure that they are in line with clients investment objectivesJoint calls with branch teamRole Requirements:Educational Qualifications: GraduationExperience: 1+ Years in banking or broking firmTeam handling experience: Not mandatoryPreferred industry back ground: Broking firm, Banking, Investment ProductDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

Role & responsibilities:-New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsSIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:-Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales personGood communication skills.Knowledge of broking And operations knowledge.Experienced with good knowledge of broking industry are welcome.Perks and benefits:- PF-InsuranceFixed Salary huge IncentivesWork Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:-HR roundSales Manager RoundHow to Apply:-To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Job Title: Relationship Manager Location: BorivaliRole & 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 Sayali via WhatsApp at 91580 43197

Profile: Relationship ManagerKey Responsibilities:Responsible for achieving revenue targets through cross selling of subscription based financialproducts to the clients like Trading Software, Educational Products, Option trading advice and varioustrading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API basedauto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars &employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients locationSkills Required:Talkative & extrovert PersonFresher / ExperiencedGraduate / Post-graduate in any streamShould be a self-starter, proactive & target orientedShould possess strong networking & relationship building skillsExcellent Public Speaking & Presentation skillsShould possess excellent Convincing & Communication SkillsAdded Knowledge:Knowledge of Stock Market & NISM CertificationAble to speak any regional languages like Gujarati, Marathi, Tamil, Kannada, Bengali, Telugu,MalayalamPackage: As per industry standards

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 Avdhut: 9822463775

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 Ashwini : 9923656681

Key Responsibilities:Customer Journey Mapping: Analyze and map the customer journey to identify pain points and improve touchpoints.Process Improvement: Develop strategies to enhance customer interactions across all channels (calls, emails, chat, etc.).Feedback Management: Collect, analyze, and act on customer feedback to improve satisfaction and retention.Escalation Handling: Oversee complex customer issues and provide solutions to ensure resolution.Performance Tracking: Monitor key metrics like CSAT, NPS, and resolution time to identify improvement areas.Collaboration: Work with sales, marketing, and product teams to align customer experience goals.Training & Development: Conduct regular training sessions to upskill teams on customer interaction best practices. Key Skills & Qualifications:Proven experience as a Customer Experience Manager, Customer Support Manager, or similar role.Strong understanding of customer journey mapping and service design principles.Excellent communication, problem-solving, and conflict resolution skills.Proficient in CRM tools like Zendesk, Freshdesk, or similar platforms.Analytical mindset with experience in data-driven decision-making.Ability to manage teams and lead cross-functional collaboration. Preferred Qualifications:Experience in the stock market, financial services, or SaaS industry.Familiarity with customer engagement platforms and feedback tools. Success Metrics:Improvement in CSAT (Customer Satisfaction Score).Reduction in average resolution time.Increase in customer retention and renewals.

Job Title: Relationship Manager Location: MumbaiRole & 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 Ashwini via WhatsApp at 9822643371

Role & Responsibilities:Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients.Cross-Selling & Upselling: Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals.Revenue Generation: Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams.SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each.Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:-HR roundSales Manager RoundHow to Apply:-To schedule your interview Call or send your CV through WhatsApp (number mentioned below)HR Avdhut: 9822463775

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 Ashwini : 9923656681

Sales Manager (Individual Contributor) - Job DescriptionKey Responsibilities:Drive business growth by acquiring new clients and fostering long-term relationships.Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals.Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly.Achieve sales targets by generating revenue from new and existing clients.Continuously engage with clients to strengthen relationships and ensure satisfaction.Stay informed on the latest market trends, financial products, and regulatory changes.Requirements:Educational Qualification: GraduateExperience: Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors.Product Knowledge: Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds.Technical Skills: Proficiency in MS Office tools.Preferred Candidate Profile:At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds.Excellent communication, interpersonal, and relationship-building skills.Strong customer focus, with the ability to identify and address client needs effectively.Experience or familiarity with the broking industry is an added advantage.Perks & Benefits:PF and Insurance coverageCompetitive salary with performance-based incentivesOpportunities for career growth and professional developmentInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule an interview, please send your resume or contact HR Avdhut: 9822463775

Role & Responsibilities:Will be responsible for Business Development through online selling of Demat A/C and Acquisition of clients.Responsible for Product Penetration through effective selling of Equity, MF, and other asset class.Keep self updation on Market Outlook and Product KnowledgePreferred Candidate Profile:Graduate in any stream.Fresher/ experienced in a sales role, preferably in the stock market.Highly enthusiastic with a willingness to learn new things.Perks and Benefits:Attractive incentives based on performance.

Business Development Manager Job DescriptionRole & Responsibilities:Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.Drive revenue generation from all products within sourced accounts, ensuring continued business growth.Achieve a target of 5 SIPs per month, each of Rs. 2000.Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.Preferred Candidate Profile:Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.Strong communication and interpersonal skills with the ability to engage and build relationships with clients.Good knowledge of broking and operations within the financial services industry.Prior experience in the broking industry is a plus.Perks and Benefits:PF and Insurance coverageFixed salary with attractive performance-based incentivesWork Location: BorivaliInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Rutuja: 7796426801

Business Development Manager Job DescriptionRole & Responsibilities:Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.Drive revenue generation from all products within sourced accounts, ensuring continued business growth.Achieve a target of 5 SIPs per month, each of Rs. 2000.Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.Preferred Candidate Profile:Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.Strong communication and interpersonal skills with the ability to engage and build relationships with clients.Good knowledge of broking and operations within the financial services industry.Prior experience in the broking industry is a plus.Perks and Benefits:PF and Insurance coverageFixed salary with attractive performance-based incentivesWork Location: Bangalore, Coimbatore, HyderabadInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Saumya : 8263043709

Business Development Manager Job DescriptionRole & Responsibilities:Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.Drive revenue generation from all products within sourced accounts, ensuring continued business growth.Achieve a target of 5 SIPs per month, each of Rs. 2000.Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.Preferred Candidate Profile:Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.Strong communication and interpersonal skills with the ability to engage and build relationships with clients.Good knowledge of broking and operations within the financial services industry.Prior experience in the broking industry is a plus.Perks and Benefits:PF and Insurance coverageFixed salary with attractive performance-based incentivesWork Location: Bangalore, Hyderabad, ChennaiInterview Process:HR RoundSales Manager RoundHow to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371

Role & responsibilities:-New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsSIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:-Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales personGood communication skills.Knowledge of broking And operations knowledge.Experienced with good knowledge of broking industry are welcome.Perks and benefits:- PF-InsuranceFixed Salary huge IncentivesWork Location: Bangalore, Mangalore, BengaluruRounds of Interviews:-HR roundSales Manager RoundHow to Apply:-To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

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 Ashwini : 9822643371