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Porur

Aalathur IE

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams  (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer  
Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language. 
Competency Requirements
Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.  
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards 


Veerwal Getwork Services Private Limited

Relationship Manager

Rashtrapati Bhavan

Brigadier Hoshiar Singh

Key Responsibilities:
 Mentorship & Guidance
o Conduct one-on-one and group mentoring sessions for students.
o Provide personalized support, clarify doubts, and ensure clarity on trading
fundamentals.
 Curriculum Development
o Collaborate with the content team to refine course material.
o Ensure content is up-to-date and aligned with current market trends.
 Teaching Trading Strategies
o Instruct students in various trading techniques: day trading, swing trading,
value investing, etc.
o Use real-life case studies and practical examples to enhance understanding.
 Risk Management Education
o Emphasize principles of capital preservation and disciplined trading.
o Introduce risk assessment and mitigation strategies.
 Technical Analysis
o Teach chart reading, technical indicators, and market trend identification.
o Help students develop data-driven trading approaches.
 Fundamental Analysis
o Train students to analyze company financials and market positioning.
o Discuss metrics for evaluating stock potential.
 Market Psychology
o Address psychological factors influencing trading behavior.
o Help students manage emotions and maintain rational decision-making.
 Performance Evaluation
o Review students’ trading practices and offer actionable feedback.
o Track learning outcomes and adjust mentorship accordingly.
 Webinars & Workshops
o Host live sessions, Q&As, and interactive workshops to engage and support
learners.
 Continuous Learning
o Stay updated with stock market trends, trading tools, and regulatory changes.
o Integrate the latest knowledge into teaching modules.
Candidate Requirements:
 Educational Qualification:
o Bachelor's or Master’s Degree
o NSE or NISM Certification – Mandatory
 Experience:
o Minimum 2–3 years of active trading experience (mandatory)
 Skill Set:
o Strong knowledge of the stock market (mandatory)
o Expertise in Options Trading and Advanced Price Action
o Effective teaching and communication skills
o Proficiency in Hindi, English, and at least one regional language (mandatory)
About Us:
StockDaddy is India’s premier stock market learning platform. We’re on a mission to create
financial value for individuals by making stock market education accessible, practical, and
effective. With our intuitive tools and expert-led programs, users across the country can
master trading skills at their own pace.
Website: www.stockdaddy.in


EaseMyTrade

Stock Market Mentor

Ramesh Nagar

The Rudra Debt Solutions

Debt Recovery Agent

Noida Sector 16

Bima Palace IMF Private Limited

Insurance Agent/Advisor

Nai Duniya

Scheme No.54

Job Description

              Key Responsibilities

* Handle sales of financial/advisory products & services.

* Convert leads into active clients through effective communication and follow-ups.

* Build and maintain strong client relationships to ensure repeat business.

* Explain stock market products, investment plans, and trading strategies to clients.

* Meet daily, weekly, and monthly sales targets.

* Coordinate with the research team to provide clients with relevant insights.

* Maintain records of sales activities and client interactions.

Requirements

* Minimum 6 month of experience in sales within the stock market domain

* Must have worked in an advisory / broking Firm.

* Strong understanding of equity, derivatives, and financial markets.

* Excellent communication, negotiation, and presentation skills.

* Ability to handle high-pressure sales targets.

* Self-motivated, with a result-oriented approach.

  Education 

* Graduate in any discipline (MBA/Finance background preferred).

Salary & Benefits

* Salary: Competitive, with hike on last drawn salary

* Attractive incentives based on performance.
(Employees achieving 50% of their monthly target will be eligible for a 5% incentive, while those achieving 100% of the target will receive a 10% incentive).

* Career growth opportunities in a fast-growing SEBI-registered advisory.


Muhurat Investing Investment Advisor

Stock Market Specialist

Ahmedabad (Rural) District Court

Chimanbhai Patel Institute

Headsbase Consultancy — Job Opening
Role: Commodity Currency - Dealing
 Grade: E1
Job Description
Responsible for activating commodity clients and generating targeted revenue.
Engage with 70–80 clients daily via phone to build relationships and solicit business.
Assist newly onboarded clients to start trading in the commodity market (onboarding support, product walkthroughs).
Place orders on behalf of clients as per their requests and follow up until execution.
Maintain accurate client records and report daily activity/results to the team.

Requirements
NISM – 16 & NISM – 1 certifications (mandatory).
Strong communication and tele-calling skills; target-driven and persistent.
Prior experience in commodities/currency dealing or client activation is preferred.
Comfortable placing orders and working in a fast-paced trading environment.

How to apply
 Headsbase Consultancy is hiring — interested candidates can share their resume on 9510309962 or email kruti.headsbase@gmail.com.
 (Please mention “Commodity Currency – Dealing, Grade E1” in the subject or message.)


Headsbase Consultancy

Commodity Dealer

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

Ballabhgarh

we need assistant sales manager/ sales manager with good communication skill who is having experience in health insurance sales those who are interested contact on 9873075055


Ishrey Consulting and Placement Services LLP

A C Guards

Bhagya Nagar Colony

Job Description:
Your responsibilities are briefly as below (but not limited to this):
As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to generate fresh leads from the referrals and other avenues.

CTC: Based on your interview performance.

Eligible criteria:
Looking for Married Male candidates with field experience
Ready to travel 50 to 60 km everyday
Two-wheeler mandatory


Workday and timings: 5-day work week but 1st, 3rd, and 5th Saturdays are working.

Minimum commitment: 18 months

This job can be widely searched as sales executive, field sales executive, business development executive.


WeMakeScholars Edtech

Chaiteshwar Mahadev

Sales Manager has to recuit team of insurance consultant to sale Life Insurance policies


Bajaj Allianz Life Insurance Company Limited

Faridabad

Bharti Axa Life Insurance Company Limited

Sales Manager

WE ARE HIRING CANDIDATE FOR LOAN ANDS INSURANCE SERVICES YOUR ROLE WILL INCLUDE EXPLAINING LOAN AND INSURANCE PLANS TO CUSTOMERS, AASISTING WITH APPLICATION, AND MAINTAINING CLIENT RECORDS.


Crix Capital

Loan Executive

Rajajipuram

Vibhuti Khand

Capitalnine Services Private Limited is a trusted Corporate Direct Sales Associate (DSA) partnering with leading Banks and NBFCs across India. We act as a reliable bridge between financial institutions and customers, offering services that include loan sourcing, documentation assistance, and end-to-end processing support. Our strong network and compliance-driven approach make us a preferred partner for multiple BANK and NBFC channels. Our services are available across all states and regions of India. Our company is actively operating across India — in every state, every city, every municipality, every mandal, and every village. We are supported by a strong network of professionals including connectors &IDCs, DSAs, chartered accountants, property consultants, and income tax consultants.

A branch manager oversees the daily operations and business growth of a specific branch, ensuring profitability and customer satisfaction. Key responsibilities include leading and training staff, managing budgets and finances, developing and implementing sales strategies, and ensuring the branch complies with all laws and company policies. They are also responsible for building and maintaining customer relationships and resolving escalated client issues.  

Core responsibilities
Leadership and staff management: Provide guidance and motivation to the team, conduct hiring and training, and perform performance evaluations. 
Operations management: Supervise daily activities, implement company policies, and ensure efficient branch functioning. 
Financial management: Create and manage budgets, monitor revenue and expenses, and implement cost-control measures. 
Sales and business development: Develop and execute strategies to meet sales targets, increase market share, and attract new customers. 
Customer service: Ensure high-quality customer service, address concerns, and maintain strong relationships with new and existing clients. 
Compliance: Ensure the branch adheres to all relevant laws, regulations, and company policies. 

Essential skills
Leadership: Ability to guide and motivate a team.
Communication: Strong skills for interacting with staff and customers.
Problem-solving: Ability to resolve issues effectively.
Analytical skills: Capacity to interpret financial reports and market trends.
Financial acumen: Strong understanding of budgeting, P&L statements, and financial performance.
Strategic thinking: Ability to develop and implement plans for business growth. 



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Banking Insurance Financial Services Jobs In Panvel - 7026 Verified Vacancies

Relationship Manager

Stock Market Mentor

Debt Recovery Agent

Insurance Agent/Advisor

Stock Market Specialist

Commodity Dealer

Investment Relationship Manager

Insurance Agent/Advisor

Relationship Manager

Relationship Manager

Sales Manager

Loan Executive

Branch Manager

Telecaller