Shivam Thakare’s Post

#Wearehiring# Job description Wealth Manager - Sales at Globe Capital Market Limited Location: Delhi, Delhi, India (On-site) As a Wealth Manager - Sales at Globe Capital Market Limited, you should be committed to prospecting, acquiring, and retaining clients while delivering tailored financial solutions that meet their investment goals. Your role involves thorough research, strategic planning, and consistent client engagement to ensure satisfaction and optimal portfolio performance. Key Responsibilities: * Prospecting, acquiring, and retaining clients to achieve budgeted targets in terms of client numbers, business volume, and assets under management. * Researching and updating on available investment opportunities and financial market trends to determine their suitability for clients' portfolios. * Understanding clients' needs and requirements to position products and services effectively. * Coordinating with the product and research teams to make informed investment decisions for clients. * Recommending strategies to help clients achieve their financial objectives, including cash management and insurance coverage, ensuring a comprehensive one-point relationship. * Periodically contacting clients to assess their satisfaction with services and returns, reviewing their investment needs to accommodate changes in the market, economy, or personal circumstances. * Providing clients with various investment performance reports and summaries. * Building and maintaining client bases with detailed comments and remarks for future reference. * Guiding clients in gathering necessary information and documents such as bank records, income tax returns, insurance records, pension plans, and wills. Achievements: * Successfully built and maintained a robust client base, contributing to significant business growth. * Consistently achieved and surpassed budgeted targets for client acquisition, business volume, and assets under management. * Provided strategic and comprehensive financial advice that helped clients achieve their financial objectives. * Enhanced client satisfaction through personalized service and proactive portfolio management. Skills: * Client Prospecting & Acquisition * Investment Research & Analysis * Financial Planning & Advisory * Portfolio Management * Client Relationship Management * Performance Reporting * Regulatory Compliance With a passion for helping clients navigate the complexities of financial planning and investment, I strive to deliver exceptional value and build lasting relationships. Let's connect to explore how we can achieve financial success together. * Minimum Experience - 1 Year * NISM will be given preference * Send your CV on - anitachauhan@globecapital.co.in * Immediate Joiner * CTC - 2.4 LPA to 4LPA

🌟 We're Hiring: Equity Advisor 🌟 👥 Total Experience: 2 to 5 years 💰 Annual Salary: Rs 3.5 Lakh / Yr to Rs 6 Lakh / Yr 📍 Location: Allahabad, Kanpur, Lucknow, Varanasi, Ludhiana, Delhi, Chandigarh, Noida, Gurugram, Jaipur Company Overview: Join a leading broking company operating in Equity, Commodity, and Currency markets. With over 800 employees across 100+ locations, we serve a customer base exceeding 3 lakh individuals and boast a 1% market share with a daily turnover close to 2,000 crore. Job Purpose: As an Equity Advisor, you'll be responsible for acquiring and servicing large trader clients, executing transactions across market segments, ensuring efficient order management, generating leads for third-party products, and coordinating internal departments for smooth branch operations. Key Responsibilities: 📈 Acquisition of Large Trader Clients: Acquire new large trader clients monthly. Ensure high-quality customer acquisition by adhering to segmentation norms. Participate in Local Area Programs (LAP) for lead generation. Collect margin cheques/stocks from clients timely. 💼 Strict Adherence to Deal Desk Process: Operate trading software for various segments. Ensure KYC and profiling of new clients. Efficiently manage orders, execution, and reporting of trades. Maintain relationships with internal stakeholders. Strictly adhere to risk & surveillance processes. 🤝 Client Activation and Servicing: Ensure new clients start trading within 7 days of account opening. Facilitate clients in migrating from offline to online trading. Provide seamless and single-point service. Ensure a specific number of clients are active daily. Follow up with inactive clients to encourage trading. 🔄 Cross-Selling Products: Participate in training for other products. Understand customer financial needs and generate leads. Utilize products to activate inactive customers. 🔍 Adherence to Surveillance and Risk Processes: Ensure compliance with legal guidelines. Manage trading terminals securely. Confirm trades by end of day. Monitor customer margins and advise accordingly. Collect debits from clients on time. 📝 Self-Certifications: Complete self-certifications mandated by exchanges. Undertake periodic product and technical trainings. Key Result Areas: Acquire new customers and generate broking revenues. Strictly follow the Deal Desk Process. Activate new clients and ensure seamless servicing. Ensure adherence to surveillance and risk processes. Complete self-certifications as per mandate. Education & Experience Requirements: Graduate with 2+ years of broking industry experience. NISM VIII Series certification in Capital Markets/Derivatives. Relationships: Internal: Branch Head: Daily interaction for business updates. RM/FRM: Daily interaction for onboarding updates. CSEs: Daily interaction for support requirements. External: Clients: Daily interaction for generating leads. Apply now. #EquityAdvisor #Broking #JobOpening 🚀📈

Hiring Alert: S B PATIL GROUP Comment "Interested" for more details Position: Business Head Location: Mumbai, Maharashtra, India Company Size: 51-200 employees Industry: Securities and Broking About S B Patil Group: S B Patil Securities Pvt Ltd is a company in the securities and broking industry, dedicated to providing exceptional financial services and solutions. With a robust platform and a dedicated team of professionals, the company focuses on innovation, growth, and excellence in the financial sector. Responsibilities: Strategic Leadership: Develop and execute the overall business strategy for the Securities and Broking division, ensuring alignment with the company’s vision and goals. Business Development: Identify and capitalize on new market opportunities to expand the client base and increase market share. Operational Excellence: Oversee daily operations to ensure efficiency, compliance, and high-quality service delivery. Financial Management: Manage the division’s budget, financial planning, and performance analysis to achieve revenue and profitability targets. Team Leadership: Build and lead a high-performing team, fostering a culture of collaboration, innovation, and continuous improvement. Client Relationship Management: Establish and maintain strong relationships with key clients, partners, and stakeholders. Regulatory Compliance: Ensure all activities comply with relevant laws, regulations, and industry standards. Skills and Experience: Proven track record in the financial services industry, specifically in securities and broking. Strong strategic vision and leadership capabilities. Ability to drive business growth in a competitive market. Experience in financial management and achieving revenue targets. Exceptional team leadership and client relationship management skills. Knowledge of regulatory compliance within the securities and broking industry. #JobOpportunity #BusinessHead #LeadershipRole #FinancialServices #SecuritiesAndBroking #MumbaiJobs #CareerGrowth #Securities #Broking #JobApplicationTips #BusinessDevelopment #StrategicLeadership #FinancialManagement #ClientRelationshipManagement #OperationalExcellence

#hiringnow Location: North India Salary-32k-38k Per Month Job Purpose: Execute initiatives aligning with business objectives to achieve the bank's leadership goals. Key Responsibility Areas: Branch Management: Plan weekly branch visits for comprehensive coverage. Monthly morning meeting with each branch. Identify RM/PB leads for joint calls or utilize branch resources. Plan catchment area activities for lead generation. Ensure RM/PB activation, and review branch and resource performance. Create excitement through contests and recognition programs. Daily CRM check, lead follow-up, and documentation through Cogent/mails. Lead Generation/Logins: Plan for 2 calls and 2 appointments daily. Communicate required documents to customers. Follow up on document calls, arrange pickups, and ensure completeness. Review financials/bank statements for product-specific criteria. Verify KYCs. Cross Selling: Offer a range of financial products to Express OD clients. Monitor and track leads. Renewals: Work on non-auto renewed customer renewals in advance. Email customers on required renewal documents. Follow up for documents twice weekly. Collect and check document completeness. Review financials/bank statements for product criteria. Address issues/aberrations with customers. Propose extensions for genuinely delayed renewals. Churn into WC Account: Ensure business churn is directed to the HDFC bank account post-disbursement. Handle OBA waiver requests, justify churn, and inform customers of penalties. Call Memos: Monitor Express OD based on central triggers. Arrange RM visits if virtual contact is unsuccessful. Delinquency Management: Service interest through customer calls. Email communication to branch and customers. Personal or joint visits for severe cases. Rigorous follow-up. Complaints (CRM/MD/PNO/CRO): Analyze and seek resolutions after discussing with customers. Educational Qualifications: Graduate Key Skills: Interpersonal skills Coordination with multiple teams Ability to work under pressure How to Apply: Connect with me for a better response. (with Personalize invite) mail- Anish@marvelconsultants.in #innovation,#hiring,#startups,#management,#creativity,#business,#inspiration,#productivity,#personalbranding,#personaldevelopment,#socialnetworking

Connect:- Chanchal Sharma Role – Sr Relationship Manager Location - Mumbai/Ahmedabad/Rajkot Salary – 15 to 23 LPA Industry – BFSI / NBFC   Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Interested Candidate can share cv on digital3@mnrsolutions.in MNR Solutions Pvt. Ltd. #mnrsolutions #hiring #vacancy #relationshipmanager #bank #jobs #hiring #relationship #wegrowyourbusiness #revenuegrowth #moremoney #entrepreneurtips #businessconsulting #salesgrowth #moreopportunity #blueoceanbusiness #procurement #strategy #growexpand #businesscoaching #businessconsultants #businessadvisors #businessdevelopment #moretime #marketing #jobsearch #salesstrategy #bankjobs #entrepreneur #businessgrowth #manager #leadership #relationshipmanagement  

Good Opportunity

#Hiring Alert: "Relationship Manager" Apply now at: jobs@intuitiveapps.com You Will Be Responsible For: 🔍 Identify/Prospecting #Supply Chain Solution & Lending #Business opportunities in the given market. 📈 #Market Coverage – Reach out to #MSME Clients/Associates across the given markets. 💡 Understanding the Working capital and funding needs of the #customers and providing them with appropriate solutions. 🤝 #Liaise with Intermediaries to generate a steady flow of leads. ✅ #Sourcing and #Closure of Deals. 🔗 Develop and maintain #relationships with all #stakeholders (with the owners of the MSMEs). 🔄 Collaborate with Internal Teams for Approval and Disbursal processes. 📊 Post Disbursal monitoring of the borrower companies. 🎯 Overall responsibility for Disbursal targets and to increase #revenues, profitability, and #growth. VIPUL GARG Swetha Murthy Sugandha Varshney Maya Kamath Inshita Agarwal Sarfaraz Hussain Pradyumna J Bharadwaja Rakshith B H Sowmea S M Pradeep Kulal

Always have loved a fresh orange juice! I'm currently in India and will be traveling between Delhi, Mumbai or/and Bangalore over the next 3-4 weeks. I'm on the lookout for exciting startups or intending to or established firms in the fields of Debt Consolidation Loans, Debt Management, Credit File Management (CIBIL for India, Equifax for Australia), and Micro Lending & Collections management. If anyone's working specificially in this space or knows someone who is, I'd love to connect! Soft introductions are highly appreciated—think of me as your friendly and open debt management specialist with extensive experience in Australia and all thins Frictionless, with over 15 years of experience saving the day (or at least the credit score). I bring with me a team of professionals, including some offshore experts based in the Philippines, who are ready to add real value to your projects and initiatives. Let’s make some magic happen together and transform the financial landscape here. Looking forward to meeting some fantastic folks and having insightful conversations! #DebtConsolidation #DebtManagement #CreditFileManagement #MicroLending #StartupIndia #FinancialServices #Delhi #Mumbai #Bangalore #IndiaStartups #Partnerships #BusinessGrowth #Fintech #Teamwork #AustraliaToIndia #GlobalTeam #FinancialSolutions #Networking #BusinessOpportunities