Relationship Manager HNI Sales, Stock Broking - Vadodara

Real-time monitoring of client exposure & turnover limits Managing VAR, ELM, Exposure & Peak Margin requirements Admin-level control of trading limits and risk parameters MTM losses and initiating square-off actions Monitoring Annual bonus Provident fund · ...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore lo ...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore lo ...

We are looking for a Telecaller Fresher to join our team in Vadodara. The Telecaller will play a key role in reaching out to prospective clients, generating leads, and promoting the companys broking services. The ideal candidate should have excellent communication skills, a passi ...

Generate interest in our broking services through cold calls and follow-ups. · Maintain and update client information in the CRM system. · Assist in achieving sales targets by promoting the companys services. · ...

We are looking for a Compliance Manager to manage SEBI and Exchange Compliance for a Stock Broking firm. · ...

Assist in preparing and filing corporate governance documents. · Prepare statutory registers. · Draft legal documents including minutes of meetings. · ...

We are hiring for the role of Relationship Manager - HNI Sales, Stock Broking & Investments. The incumbent will manage high-value client relationships and deliver customized financial solutions. · The candidate will work closely with clients to understand their financial goals an ...

We are looking for a Telecaller Fresher to join our team in Vadodara. · Lead Generation: Reach out to potential clients through cold calls and follow-ups to generate interest in our broking services. · Client Education: Provide basic information to clients about stock market serv ...

A.C. Agarwal Share Brokers Pvt. Ltd. is seeking a Telecaller Fresher in Vadodara to generate leads, promote broking services, and educate clients on stock market services. · Lead Generation: Reach out to potential clients through cold calls. · Client Education: Provide basic info ...

We are looking for a Compliance Manager to manage SEBI and Exchange Compliance for a Stock Broking firm. · ...

This position involves developing strong relationships with stock broking firms corporates financial institutions trade bodies associations SMEs banks financial institutions brokerage houses intermediaries to promote exchange products memberships equity equity derivatives cash ma ...

This is a full-time role based in Vadodara for a Business Development Manager. The Business Development Manager will be responsible for identifying and generating new business opportunities and managing relationships with clients and stakeholders. · Strong business acumen with sk ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Client acquisition through networking, referrals, and market leads · Conducting financial need analysis and risk profiling · Providing adv ...

The ideal candidate would have 3-5 years of relevant experience and good verbal and written communication skills. · ...

We are seeking a highly experienced KYC Manager to lead and oversee all aspects of client onboarding, · KYC compliance, and regulatory adherence. Oversee the KYC process and ensure compliance with regulatory requirements. · Ensure all clients are on-boarded within the on-boardin ...

Company Description · Jhaveri Securities Ltd., established in 1992, is one of the leading stock broking houses in Gujarat with a clientele exceeding 70,000. The company is committed to providing its clients with transparent, expert-guided financial management services. By combini ...

We are hiring Relationship Managers- PCG Advisory to manage high-value client relationships delivering customized financial solutions. · We seek candidates with strong analytical thinking financial acumen communication negotiation relationship-building skills prior experience in ...

We are hiring for the role of Relationship Manager - Wealth. · The incumbent will manage high-value client relationships while delivering customized financial solutions. · Key responsibilities include acquiring clients through networking, · conducting financial need analysis, · p ...

We are hiring for the role of VP/AVP/Relationship Manager to manage high-value client relationships while delivering customized financial solutions. · We will work closely with clients to understand their financial goals and provide suitable investment strategies. · The ideal can ...