• Business Development Executive - Stock broking for Pune


    1. 1 - 15 yrs
    2. Pune NA NA NA
    Rs 1,00,000 to 30,00,000 p.a.

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  • Job View 132 Views
  • Applicants Less than 5 Applicants
  • 2018-09-10

Job Description

Acquire new clients for Demat & Trading accounts through networking, data base, and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer is serviced well. Ensure that customer trades actively after opening of the trading account. To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade. Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy. Help customers to Execute trade online and place orders on behalf of customers,

Stock broking franchise in Pune looking for experienced Relationship Manager to source HNI & NRI clients.

We also looking for Equity dealer, commodity dealer, tele callers, investment advisors, Marketing Executive - Mutual funds, PMS, Dmat for Pune.

Purpose of this role : To generate high revenues for the organization through various channels.

1. Graduate / Post graduate fresher's and with minimum 1 yr exp in Equities on the client advisory side

2. Should have sound understanding of capital markets,

3. Should be a result-oriented, self-starter, proactive, good communication skills.

4. Should possess strong networking & relationship building skills.

5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.

Key Skills


Banking / Financial Services / Stock Broking

Number of Vacancy



Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree


Wealth/relationship Manager - HNI Sales
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

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