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1 - 2 years
3 - 5 Lacs
Kolkata, Ahmedabad
Work from Office
1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.
Posted 1 month ago
3 - 8 years
6 - 8 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue 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 location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12 ) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) _ Location - Mumbai , Chennai, Bangalore, Hyderabad, Telangana, Delhi, Kolkata, Ahmedabad, Kochi, Trivendrum, Coimbatore, Pune, Indore, Vadodra
Posted 1 month ago
1 - 2 years
3 - 5 Lacs
Kolkata, Ahmedabad
Work from Office
1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. Should be from a Bancassurance channel - sourcing Demat Accounts, Life Insurance, MF Should be having core sales background and not into product development or Backend ops. Must have excellent communication skill and ok to travel.
Posted 1 month ago
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