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3.0 - 8.0 years
5 - 11 Lacs
Hyderabad
Work from Office
Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned territory. Support cross-functional teams in client servicing and relationship building. Technical & Behavioral Competencies Strong verbal and written communication skills. Fluency in the local language is an advantage. Excellent interpersonal skills and team-oriented attitude. Process-driven with a strong willingness to learn and adapt to evolving needs. Highly self-motivated with a strong focus on targets and client satisfaction. Preferred candidate profile PMS NISM Investment Mangement Portflio Management If Interested then connect with shravani.m@genxhire.in OR 7710889351
Posted 5 days ago
3.0 - 7.0 years
3 - 7 Lacs
Sangli, Maharashtra, India
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.
Posted 3 weeks ago
3.0 - 7.0 years
3 - 7 Lacs
Jalgaon, Maharashtra, India
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.
Posted 3 weeks ago
3.0 - 7.0 years
3 - 7 Lacs
Pune, Maharashtra, India
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.
Posted 3 weeks ago
3.0 - 6.0 years
3 - 6 Lacs
Kolhapur, Maharashtra, India
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.
Posted 3 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
Bokaro Steel City, Jharkhand,
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.
Posted 3 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
Hyderabad, Telangana, India
On-site
What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.
Posted 3 weeks ago
2.0 - 5.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
Posted 3 weeks ago
8.0 - 12.0 years
15 - 25 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 1) 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. Location : - Delhi, Telangana, Vadodra, Trivendrum, Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore
Posted 1 month ago
4.0 - 9.0 years
5 - 11 Lacs
Chennai, Trichy
Work from Office
Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991
Posted 1 month ago
8.0 - 10.0 years
15 - 25 Lacs
Kolkata
Work from Office
Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Team Management Experience in Handling Partnership Alliance Channel - IFA, Franchisee Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. 1) 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Location- Mumbai, Chennai, Kolkata, Bengaluru, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore,Delhi, Telangana, Vadodra, Trivendrum
Posted 1 month ago
2.0 - 4.0 years
7 - 9 Lacs
Ahmedabad
Work from Office
1) Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organizing events to develop the Business of IFDs Candidate Profile 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs &Franchisee channel. 3)Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4)IT Skills: MS Office and Business Intelligence Applications _ 5) Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location-Mumbai, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore, Telangana, Vadodara, Trivandrum
Posted 1 month ago
2.0 - 5.0 years
5 - 9 Lacs
Ahmedabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications _ Location- Mumbai, Hyderabad,Ahmedabad, Pune,Lucknow,Indore, Surat, Kochi, Coimbatore, Telangana, Vadodra, Trivendrum
Posted 1 month ago
2.0 - 4.0 years
4 - 9 Lacs
Mumbai
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location- Mumbai, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore, Telangana, Vadodra, Trivendrum 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications
Posted 1 month ago
7.0 - 10.0 years
7 - 11 Lacs
Chennai, Bengaluru, Thiruvananthapuram
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments Location - Bangalore, Trivendrum, Chennai, Surat, Mumbai, Delhi, Hyderabad, Vadodra, Ahmedabad, Kolkata, Pune. Mutual Funds, PMS, Corporate FD, Insurance, Portfolio Management Services
Posted 1 month ago
2 - 5 years
4 - 9 Lacs
Mumbai, Hyderabad, Ahmedabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : - Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum
Posted 2 months ago
7 - 10 years
8 - 10 Lacs
Chennai, Bengaluru, Trivendrum
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company.4) Training the team on portfolio reviews will be one of the key responsibilities.5) Minimum productivity across team members in asset gathering6) Servicing and garnering assets of Super Investors of the company in the given geography7) Interact closely with the key stake holders8) Make customers eligible for upgrade to other segments Location - Bangalore, Trivendrum, Chennai, Surat, Mumbai, Delhi, Hyderabad, Vadodra, Ahmedabad, Kolkata, Pune. 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications Should have great client management skills. Strong analytical skills to interpret market and business information
Posted 2 months ago
7 - 10 years
6 - 10 Lacs
Chennai, Bengaluru, Surat
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments. 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications Should have great client management skills. Strong analytical skills to interpret market and business information Location - Trivendrum, Delhi, Vadodra, Pune, Mumbai,Hyderabad,Ahmedabad,Kolkata.
Posted 2 months ago
5 - 10 years
8 - 15 Lacs
Ahmedabad, Chennai, Surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product. Skills : - Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance, Location : - Trivendrum, Delhi, Vadodra, Kolkata, Bengaluru, Mumbai, Hyderabad, Pune
Posted 2 months ago
2 - 6 years
7 - 9 Lacs
Mumbai, Hyderabad, Ahmedabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications 4) Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : Telangana, Vadodra, Trivendrum,Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore
Posted 2 months ago
5 - 8 years
6 - 8 Lacs
Ahmedabad, Chennai, Surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. BFM / MCOM / MBA Finance or equivalent , with NISM 5A & 8 certification Location : Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra
Posted 2 months ago
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