Jobs

Hiring for the position of a Group Leader for the department of PCG Equities - PAN India

Experience: 5+ Years in Financial Markets, 2+ Years in leadership role

Job Purpose:

The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new
business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organisation. Mentoring and guiding team members thereby increasing revenue and
ensuring they achieve their assigned targets.

Responsibilities: 

1. Ensure the maintenance of the P&L of the team/branch monthly
2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines
3. Pass on ground customer feedback to the Senior PCG advisor as and when reported
4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines
5. Compliance and surveillance to be checked on regular time intervals frequently

Qualifications: 

- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA/NCFM/AMFI
- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities
- IT Skills: MS Office

Looking for an experienced Sr.Advisor - Private Client Group with a strong background in capital markets, equity, demat, and derivatives. If you’re skilled in client acquisition, portfolio management, and cross -selling, this role is for you! 

Location: Mumbai

Experience: 3+ Years in Equity / MF / PMS / Broking
 

Key Skills:   

- Expertise in #Equity, #Demat, #PMS, #MF, #AIF, & #Insurance   

- Strong client relationships with a proven book size   

- Target-driven with excellent communication   

- Trading, order punching, client acquisition, cross-selling, and revenue generation

- Experience working with HNI clients

Responsibilities: 

1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. One New to Firm relationship to be sourced on monthly basis with minimum ticket size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
 

Join a dynamic #B2C channel and take your career to new heights!

#Hiring #AdvisorJobs #PCGAdvisor #Equity #PortfolioManagement #CapitalMarkets #ClientAcquisition #FinancialServices #MumbaiJobs #SeniorRoles #HNI #Hiringnow #Hiring #Capitalmarket

Location: Agra

Duties and Responsibilities:
• Strategic Planning : Develop and Implement Comprehensive marketing strategies
• Brand Management : Develop company brand by developing branding strategies and ensuring brand consistency
• Market Research : Conduct market research to understand customer preferences & market trends
• Product Promotion : Design and Execute marketing campaign with product managers
• Develop buyers journey for each product , consumer class and measure the same at each level and identify the measures to convert them from current to desired state
• For the existing clients develop a ‘keep in touch system’ so as to increase the LTV of the clients
• Increase the organic reach of the brand on face book ; seo ; linked in etc
• Gradually tie up with the influencers and increase the brand awareness
• Team leadership : Leading and setting the marketing team , including setting the objectives, providing guidance and ensuring effective execution of marketing plane
• Digital Marketing : With the rising role of digital platforms , he must have a deep understanding of digital marketing channels including social media and seo and how to leverage them
• Stay updated with industry trends, market developments, and competitor activities to identify opportunities for growth and differentiation.
• Monitor and analyze the effectiveness of marketing communications efforts using metrics and KPIs to inform future strategies.
• Coordinate for marketing campaigns, including digital advertising, events, webinars, and other promotional activities.
• Proficiency in using marketing tools and platforms, including social media management tools, email marketing software, and content management systems.
• Deep understanding of market trends & customer needs
• Continuous improvements in the product by conducting client interviews
• Budget Management: Planning and managing marketing budgets, optimizing spending to achieve maximum return on investment.
• Cross-Functional Collaboration: Working with other departments such as sales, product
development, and customer service to ensure alignment and effective execution of marketing initiatives

Qualifications / Educational level & Skills:
• MBA with Finance & Marketing from a good institute
• Candidate should have good writing, communication and presentation skills.
• A good understanding of stock markets will be preferred

Experience :
• 10 years Experience and minimum 2-3 years experience in a leadership role
• BFSI will be preferred.

Position: Chief Information Officer

Experience: 15 years of relevant experience out of which 5 years in broking

Duties and Responsibilities:
- Develop and align technical strategies with business goals.  
- Implement new technologies for Chief Information Officer competitive advantage.  
- Configure and maintain network devices (routers, L2/L3 switches) and firewall environments.  
- Monitor and optimize network performance, troubleshoot issues, and schedule upgrades.  
- Provide hands-on network support for production and trading environments.  
- Administer Linux-based systems, including installation, updates, and troubleshooting.  
- Manage virtual machines, NAS storage, and cloud services (e.g., VMware, Synology, Google GSuite).  
- Apply security policies, firewalls, and maintain antivirus consoles.  
- Write automation scripts (e.g., Bash, Python) and manage tools like Ansible or Puppet.  
- Create disaster recovery plans and monitor system performance.  
- Ensure compliance with regulatory standards.  

Qualifications and Skills:
- Graduation or Post-graduation in IT (e.g., BCA, BTech).  
- CCNA/CCNP certification preferred.  
- Strong knowledge of Linux, networking (TCP/IP, DNS, DHCP), and security best practices.  
- Experience with virtualization tools (VMware, KVM) and containerization.  
- Leadership, problem-solving, and communication skills.

A new age, focused Asset Management and Financial Advisory Platform is hiring for their office in Business Development/ Corporate Sales  

Location: Mumbai / Delhi / Hyderabad / Bengaluru / Pune   

Experience : 3-15 years 

Summary:      

The incumbent will play a key role in achieving his/her revenue target by identifying new business opportunities by focusing on corporate clients. He or she will also be responsible for cultivating excellent relationships with clients through ongoing engagement, facilitating solutions to ensure smooth execution of client deliverables with 100% compliance as per IRDAI rules and regulations.    
 

Job Responsibilities:     

The position holder shall be responsible for:     

• New account acquisition with a focus on mid to large opportunities.     

• Establish a strong presence in strategic and key accounts within the region and work towards their conversions.     

• Develop and implement effective sales strategies to drive revenue growth and meet targets.     

• Demonstrate a hands-on approach to sales, actively engaging in customer interactions and deal negotiations.     

• Build and maintain strong relationships with key customers, industry partners and other relevant stakeholders.     

• Coordinate, support and help in respect of service to client to his utmost satisfaction.     

• Get the best possible price and terms from the market for client through knowledge, expertise and competitive advantage.     

• Keep abreast of latest and detailed market information through analysis, research and feedback mechanism.     

• Prepare market submissions and presentations for new business and renewals to ensure that they effectively sell the clients risk to the market.     
 

Academic Qualification and Experience:     

• Graduation Essential: Masters’ Degree or any Insurance Qualification highly preferred.     

• Experienced professional in General Insurance or Insurance broking industry.     

• Effective interpersonal skills to communicate with diverse levels of management.     

• Good Analytical skills.     

• Knowledge of Insurance Brokers Regulations and Insurance Products.     

• Good working knowledge of MS-Office applications, Word, PPT, Excel etc.  

The Insurance Broking arm of a Large Wealth Management Aglomerate is urgently hiring for Middle and Senior level Sales for its Offices across India

Job Locations : Andheri , Mumbai

📌 *Requirements:

- Experience in #GroupPlans - #GeneralInsurance  

- #B2BSales with a focus on #CorporateInsurance  

- Proven #TeamHandling experience  

🔑 *Responsibilities:*

The position holder shall be responsible for: 

• New account acquisition with a focus on mid to large opportunities. 

• Establish a strong presence in strategic and key accounts within the region and work towards their conversions. 

• Develop and implement effective sales strategies to drive revenue growth and meet targets. 

• Demonstrate a hands-on approach to sales, actively engaging in customer interactions and deal negotiations. 

• Build and maintain strong relationships with key customers, industry partners and other relevant stakeholders. 

• Coordinate, support and help in respect of service to client to his utmost satisfaction. 

• Get the best possible price and terms from the market for client through knowledge, expertise and competitive advantage. 

• Keep abreast of latest and detailed market information through analysis, research and feedback mechanism. 

• Prepare market submissions and presentations for new business and renewals to ensure that they effectively sell the clients risk to the market.

Job Locations : Andheri East , Mumbai

Job Details :

1. Graduation in BBA or BCOM or BFM mandatory
2. No Sales No Targets
3. Only Query Resolution 
4. Voice Process - Hindi and English Fluency Mandatory
5. On Direct Payroll of the Company
6. Fixed Office TImings and Fixed Week Offs

Job Locations : Vaishali Nagar, Jaipur

Job Details :

1. Graduation in BBA or BCOM or BFM mandatory
2. No Sales No Targets
3. Only Query Resolution 
4. Voice Process - Hindi and English Fluency Mandatory
5. On Direct Payroll of the Company
6. Fixed Office TImings and Fixed Week Offs

Job Locations :Koramangala ,Bangalore

Job Details :

1. Graduation in BBA or BCOM or BFM mandatory
2. No Sales No Targets
3. Only Query Resolution 
4. Voice Process - Hindi and English Fluency Mandatory
5. On Direct Payroll of the Company
6. Fixed Office TImings and Fixed Week Offs