Total 29 job vacancies by InstaTalent Recruit LLP

1. Manage and develop relationships with franchisees in the assigned area
2. Oversee the sales and distribution of investment products through franchisee network
3. Provide expert guidance on IP (Investment Products) to franchisees and clients
4. Drive B2B sales initiatives to expand market share in the region
5. Implement strategies for franchisee acquisition and retention
6. Monitor and analyse market trends in broking and securities
7. Ensure compliance with regulatory requirements in all operations
8. Develop and deliver training programmes for franchisees on investment products
9. Set and achieve sales targets for the assigned area
10. Collaborate with internal teams to enhance product offerings and marketing strategies
11. Conduct regular performance reviews of franchisees and provide constructive feedback
12. Represent the company at industry events and conferences
13. Prepare and present periodic reports on area performance to senior management

Position will be based in Rajkot and will be mapped in Ahmedabad

Candidate should be from B2B sales

Travel Domain Candidates will be preferred .

Field Sales

Handling a team of 5 to 6 Equity advisors. Manage and monitor

advisory piece at micro level, scale up business or revenue

through quality advisory and taking corrective measure or strategy

to build strong rapport with associates and top 30-40 customers.

For building strong advisory desk will have to ensure regular

trainings and skill upgradation for team meets, Should be well

verse with capital market and strong hold on domestic and global

equities; Will be co-ordinating with numbers of departments like

RMS/Branches and few other critical depts on daily basis.

Key Deliverables

1. Developing & Managing Franchisee Business Partners of

specific region.

2. Managing day to day or daily client risk.

3. Strategy for monthly business along with driving daily

revenue and other KRA's . Review every 15 days on set targets

also attend their queries or issues if any. Join them on

large client meet.

4. To coordinate with CSE for account opening along with

resolving client queries like software download, terminal

issue, stock transfer and collection of funds.

5. Monitoring closely on monthly sales through this team and

pushing them for sourcing large customers as business sourced

by them get offloaded on advisory desk so both advisory and

branch sales are interconnected.

6. Keep a check on Revenue generation, Brokerage and Account

opening.

7. Visit to BA office as per Business need and requirement.

8. Cross-Selling of products related to Equity, derivatives &

Insurance.

9. Conduct meetings – Personal and Video Call with Business

Partner & Clients.

10. To Deliver Regular Webinar and Seminar for Business

Developments.

11. Set the Right Processes in the team and automate

wherever required.

12.coordinating with different departments for smooth

transactions

Role Requirements

o Educational Qualifications: Graduate / MBA

o Additional Certification: NISM

o Prior Experience: 5+ years in broking business.

o Domain Knowledge: Knowledge of broking, operations knowledge,

risk profiling of client along with technical and fundamental

understanding.

o IT Skill: Knowledge of trading applications, MS Office etc.

o Should have excellent understanding of Derivatives,

specifically Option strategies

o Must have good communication and should be aggressive and

passionate about market

Responsibilities :-

• Design, build, and maintain efficient, reusable, and reliable C# code
• Ensure the best possible performance, quality, and responsiveness of applications
• Identify bottlenecks and bugs, and devise solutions to these problems
• Help maintain code quality, organization, and automatization

Skills :-

• Proficient in C#.
• Strong understanding of object-oriented programming
• Skill for writing reusable C# libraries
• Familiar with various design and architectural patterns {MVC}
• Knowledge of concurrency patterns in C#
• Familiarity with Microsoft SQL Server [PL/SQL]
• Knack for writing clean, readable C# code
• Understanding fundamental design principles behind a scalable application
• Creating database schemas that represent and support business processes
• Proficient understanding of code versioning tools {TFS}
• Familiarity with continuous integration

Preliminary Questions to be asked - NRI Advisor (Role Involved advising & dealing (trading) –Managing the portfolio of the Mapped NRI clients.)

* Advising & Dealing Experience- on Equity,derivates & option strategy

* Client Handling Experience or Acquisition - NRI client.

* Aum Size - currently handing
* Financial product knowledge/ Third party products - PMS,MF,AIF  (only wealth product)

Profile - Relationship Manager
Positions - 10
Location - Delhi (connaught place) 
Qualification - MBA/BBA

Requirements:-
Good Communication is must. 
MBA or BBA is must. 
Willing to work in sales.

Work from Office
We are looking for a skilled Key Account Manager - Telesales to oversee the relationship's of the company
with its most important clients. You will be responsible for obtaining and maintaining long term key
customers by comprehending their requirements. The ideal candidate will be apt in building strong
relationships with strategic customers. You will be able to identify needs and requirements to promote our
company's solutions and achieve mutual satisfaction. The goal is to contribute in sustaining and growing our
business to achieve long-term success.
What will you be doing:
• Develop trust relationships with a portfolio of major clients to ensure they do not turn to competition
• Acquire a thorough understanding of key customer needs and requirements
• Expand the relationships with existing customers by continuously proposing solutions that meet
their objectives
• Ensure the correct products and services are delivered to customers in a timely manner
• Serve as the link of communication between key customers and internal teams
• Resolve any issues and problems faced by customers and deal with complaints to maintain trust
• Play an integral part in generating new sales that will turn into long-lasting relationships
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key
account metrics
Who we're looking for:
• Experience in sales and providing solutions based on customer needs
• Strong communication and interpersonal skills with aptitude in building relationships with
professionals of all organizational levels
• Excellent organizational skills
• Ability in problem-solving and negotiation
• Graduate with minimum 2-3 year(s) of experience in Tele-Sales/BD/Account Management/Client
management etc
What we'll give you:
• Opportunity to work in an early stage growing company
• Become the driver of growth for city business
• We look forward to enthusiasm that is collaborative and infectious for our growth targets
At OLX, we are committed to creating a diverse, inclusive, and authentic workplace. We strongly encourage
people of all races, ethnicities, disabilities, ages, gender identities or expressions, sexual orientations,
religions, backgrounds, and experiences to apply.
We embrace diversity and welcome applicants from all backgrounds. If you are as excited as us about this
position and our company, we hope you join us! To learn more, take a look at our website.

Work from Office
We are looking for a skilled Key Account Manager - Telesales to oversee the relationship's of the company
with its most important clients. You will be responsible for obtaining and maintaining long term key
customers by comprehending their requirements. The ideal candidate will be apt in building strong
relationships with strategic customers. You will be able to identify needs and requirements to promote our
company's solutions and achieve mutual satisfaction. The goal is to contribute in sustaining and growing our
business to achieve long-term success.
What will you be doing:
• Develop trust relationships with a portfolio of major clients to ensure they do not turn to competition
• Acquire a thorough understanding of key customer needs and requirements
• Expand the relationships with existing customers by continuously proposing solutions that meet
their objectives
• Ensure the correct products and services are delivered to customers in a timely manner
• Serve as the link of communication between key customers and internal teams
• Resolve any issues and problems faced by customers and deal with complaints to maintain trust
• Play an integral part in generating new sales that will turn into long-lasting relationships
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key
account metrics
Who we're looking for:
• Experience in sales and providing solutions based on customer needs
• Strong communication and interpersonal skills with aptitude in building relationships with
professionals of all organizational levels
• Excellent organizational skills
• Ability in problem-solving and negotiation
• Graduate with minimum 2-3 year(s) of experience in Tele-Sales/BD/Account Management/Client
management etc
What we'll give you:
• Opportunity to work in an early stage growing company
• Become the driver of growth for city business
• We look forward to enthusiasm that is collaborative and infectious for our growth targets
At OLX, we are committed to creating a diverse, inclusive, and authentic workplace. We strongly encourage
people of all races, ethnicities, disabilities, ages, gender identities or expressions, sexual orientations,
religions, backgrounds, and experiences to apply.
We embrace diversity and welcome applicants from all backgrounds. If you are as excited as us about this
position and our company, we hope you join us! To learn more, take a look at our website.

Advising existing clients on Commodity product & Passing on research calls and engaging clients to trade into commodity.

Key Deliverables

1. Handling & Advising clients on Commodity product.
2. Passing on research calls and engaging clients to trade in commodity
3. Creation of revenue through effective Advisory

Role Requirements

1. Any Graduate with minimum of 6 Months-3 Years’ experience (Any Industry).
2. Candidate with broking industry experience will be added advantage.
3. Able to Understand Market Reports and share Information with Clients.
4. Should be comfortable working in Shifts.

We have 2 segments:

1. Plain Equity dealer (1 to 4 years exp will work)
2. HNI Equity dealer  (Exp range can be high also). The candidate book size should be vwer good & they should be handling HNI & UHNI clients with bigger portfolio.

SUMMARY: -

The Privilege Dealer help clients execute their buy or sell orders.

PRIMARY JOB RESPONSIBILITIES

• Execute the orders on behalf of clients
• Confirmations of trade done by EOD
• Ensure the volumes of trade are higher & clients trade frequently
• Cross promoting of third party products  to the same Clientele.
• Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)
• Daily processing & confirmation of trades
• Punch orders for clients on NSE / BSE terminals
• Monitor client exposure limits
• Solving Queries of the customers
• After Market Hours Cross Selling of Financial Product with existing clients

EXPERIENCE REQUIRED (1year minimum)

Candidate should have 1 Year in broking industries

Qualification Required

Graduate or Post Graduate

Other Details/ Mandatory Certification

NISM VIII Dealers Module

Reporting to

Team Handling/ Playing Captain

No

Job Description for Area Manager – Investment Products

JOB SPECIFICATIONS REQUIRED: 

1. Servicing franchisee & existing PMS clients.

2. Build a good rapport with them by providing market information & current portfolio status.

3. Cross selling of Equity, Mutual Fund & PMS products.

4. Having strong analytical & communication skills.

5. Ability to learn and be updated in line with the capital markets & current affairs.

6. Achieving desired sales targets.

7. Daily update the work to the reporting manager by EOD

Qualifications: -

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills 
•  

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented

JOB DESCRIPTION TEMPLATE

SECTION 1: BASIC INFORMATION

Title

Sales Manager

Area of operation

Branch

Department

Leadership

Direct reporting

ASM / RSM

Level

M2, M1

NA

Dotted line/any other reporting

Location - Hyderabad 

10

Number of direct reports

SECTION 2: PURPOSE OF ROLE

Responsible for driving sales through Relationship Manager & make sure they achieve their KRA

As a Senior Analyst, you will work to create and manage BI and analytics solutions that turn data into knowledge.

● Translate business needs to technical specifications.

● Discuss the design of the BI solutions that can be built & deployed to solve the complex problem.

● Leverage Power BI to maintain & support data analytics platforms.

● Involve yourself in unit testing and troubleshooting.

● Develop and execute database queries and conduct analyses.

● Create visualizations and build reports that exceed the expectations of the clients.

● Work on enhancing the BI systems that exist.

● Develop or ensure that the tech documentation developed is updated.

● Involve in BI performance tuning & consumption patterns as you better understand BI SLAs.

● Ideate with your peers to design ground-breaking BI solutions.

● Interact and collaborate with multiple teams (Data Science, Consulting & Engineering) and various stakeholders to meet deadlines, to bring Analytical Solutions to life.

What do we expect?

● 3+ years of experience in the Power BI development space.

● Real-time experience working in Power BI that includes Model Creation, DAX (including Advanced), RLS Implementation, Performance Tuning, and Security.

● Comprehensive knowledge of SQL.

● Exposure to ETL tools & good understanding of DBMS & OLAP are value additions.

● Enthuse to collaborate with various stakeholders across the organization and take complete ownership of deliverables.

● Adept understanding of any of the cloud services is preferred (Azure).

SUMMARY: -

The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning

PRIMARY JOB RESPONSIBILITIES

• It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
• He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
• Promote Focus Product of the month
• Maintain records of business on internal software CRM etc.
• Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

EXPERIENCE REQUIRED (0-1 year minimum)

Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients

What do we expect?

● 10+ years of experience in delivering comprehensive BI solutions (Power BI, Tableau & Qlik) and 5+ years of
   experience in Power BI

● Real-time experience working in OLAP & OLTP database models (Dimensional models).

● Comprehensive knowledge of SQL & modern DM environments (Synapse, Snowflake & Redshift).

● Effortless in relational database concepts, flat file processing concepts, and software development lifecycle.

● Adept understanding of any of the cloud services is preferred (Azure, AWS & GCP).

● ETL technology exposure & experience in a scripting language would be value addition.

● Enthuse to collaborate with various stakeholders across the organization and take complete ownership of deliverables.