Career

JOB RESPONSIBILITIES

Required qualifications, capabilities, and skills

JOB RESPONSIBILITIES

• Responsible for new client acquisition, building new relationships and increasing business from existing clients.
• Execute the orders on behalf of clients
• Promoting Organization’s research calls and advisory reports with the clients.
• Ensuring to keep maximum active clients
• Regular Client meetings
• Serving the clients via wide range of financial products and services we have with us.
• Revenue Generation and client activation

Required qualifications, capabilities, and skills

• Bachelor’s degree is required.
• Freshers can also apply
• Should have the Basic knowledge of Equity Market.
• Should have the required certifications and academics
• Skilled in analyzing client risk profiles and optimizing investment strategies accordingly.
• Excellent verbal and written communication skills for effective client interactions
• Highly motivated with a proactive approach to client acquisition and In-house-sales.

JOB RESPONSIBILITIES

• Identify and acquire new clients through networking, referrals, and client meetings.
• Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
• Schedule and conduct regular client meetings to review their financial plans, investment portfolios
• Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
• Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
• Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

• Bachelor’s degree is required
• Minimum 2-5 years of experience in finance field
• Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
• Strong verbal and written communication skills
• Passion for helping clients achieve their financial goals

JOB RESPONSIBILITIES

• Identify and acquire new clients through networking, referrals, and client meetings.
• Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
• Schedule and conduct regular client meetings to review their financial plans, investment portfolios
• Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
• Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
• Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

• Bachelor’s degree is required
• Minimum 2-5 years of experience in finance field
• Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
• Strong verbal and written communication skills
• Passion for helping clients achieve their financial goals

JOB RESPONSIBILITIES

• Responsible for the day-to-day activities of your team
• Contribute to training and development of the team
• Would be responsible for Client Activation and Acquisition
• Would be responsible to guide and educate team related to the Financial Field and make them capable enough to be the Member of the Organization
• Assist in Hiring Procedure as and when required
• Require to work with team, and so require to motivate them for the Business Generation
• To assist in achieving maximum profitability and growth in accordance with organisation plans
• To assist with the preparation of Team Business Reports and Their Incentive Calculations and their Score Boards
• Regular review on teams performance and business acquisition
• Meet your targets and those of the team as a whole
• To assist in the smooth running of the Business and team

Required qualifications, capabilities, and skills

• Minimum Graduation is required.
• Minimum of 3-5 years of experience
• Leadership skills with the ability to drive a team
• Experienced in team handling and team building
• Deep understanding of financial products and services
• Exceptional verbal and written communication skills
• Strong analytical and problem-solving skills, with the ability to conduct in-depth financial analysis and make data-driven decisions.

JOB RESPONSIBILITIES

• Develop and deliver training modules in both classroom and virtual settings.
• Create training materials, including presentations, handouts, and assessments.
• Conduct needs analysis to determine training gaps and areas of improvement for employees.
• Collaborate with department managers to align training programs with company goals and objectives.
• Monitor training effectiveness and adjust programs as necessary to ensure maximum impact.
• Stay up-to-date with industry trends and best practices in employee training and development.

Required qualifications, capabilities, and skills

• Experience of 2-5 years
• Bachelor's degree is mandatory
• Good communication and verbal skills
• Ready for office and visiting other branch trainings as per requirement
• roficient in Microsoft Office and Learning Management Systems (LMS).
• Time Management and organisational skills
• Candidate with good patience level
• Motivational and team handling skills

JOB RESPONSIBILITIES

• Conduct market analysis using technical tools.
• Build and improve predictive models for better recommendations
• Provide strategic market and stock specific advice to teams and clients based on analysis.
• Implement new investment strategies, which could help giving recommendations and advice to the clients
• Help prepare initial reports , stock research reports and presentations for internal analysis and review.

Required qualifications, capabilities, and skills

• Minimum Bachelor’s degree is required.
• Minimum 1-2 years of experience is required.
• Proficiency in technical analysis tools and software will be an added advantage.
• Certified training courses done will be preferred.
• Strong analytical and problem-solving abilities to interpret market data

JOB RESPONSIBILITIES

• Responsible for new client acquisition, building new relationships, and increasing depth in existing relationships with high-net-worth clients in the commodity market.
• Execute client orders related to commodity trading and investment.
• Promote the organization’s research reports and advisory services in commodity trading to clients.
• Ensure maximum client engagement and retention by maintaining active client relationships.
• Drive revenue generation through new client acquisition and by activating and retaining existing clients.
• Assist clients in executing commodity trades, offering guidance on market dynamics and trading opportunities.

Required qualifications, capabilities, and skills

• Bachelor's degree is required.
• Work Experience of 2-4 years
• Skilled in analyzing client risk profiles and optimizing commodity investment strategies accordingly.
• Excellent verbal and written communication skills for effective client interactions.
• Strong attention to detail with a commitment to accuracy and compliance in commodity trading.

JOB RESPONSIBILITIES

• Identify and acquire new clients through networking, referrals, and client meetings.
• Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
• Schedule and conduct regular client meetings to review their financial plans, investment portfolios
• Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
• Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
• Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

• Bachelor’s degree is required
• Minimum 2-5 years of experience in finance field
• Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
• Strong verbal and written communication skills
• Passion for helping clients achieve their financial goals

JOB RESPONSIBILITIES

• Coordinate office activities and operations to secure efficiency and compliance to company policies.
• Support our office operations and ensure smooth administrative and operational processes.
• Manage phone calls and correspondence (e-mail, letters, packages etc.).
• Create and update records and databases with personnel, financial and other data.
• Submit timely reports and prepare presentations/proposals as assigned.
• Assist and coordinate with the sales & marketing and dealer team.
• Support sales and dealer staff in handling and documenting client accounts.
• Prepare and reconcile and correct discrepancies client details.

Required qualifications, capabilities, and skills

• Bachelor’s degree is required
• Fresher can also apply
• Strong organizational skills with the ability to manage multiple tasks
• Excellent verbal and written communication
• Maintain confidentiality and handle sensitive information with discretion.
• Experience in supporting sales or client service teams is a plus.

JOB RESPONSIBILITIES

• Developing and Maintaining Lead File and Relation for Future Business Prospect
• 100% Work From Home Option is available
• Making calls on the data provided
• Passing over the Leads to the Concerned Department

Required qualifications, capabilities, and skills

• Minimum Graduation is Required to be eligible for the given role.
• Good Fluency in Gujarati / Hindi Language.
• Soft Spoken and Good Communication Skills
• Flexible Working Hours.
• Energetic and Enthusiastic in Creating Calls, Lead, Business.