Relationship Manager- Demat & TPP Acquisition , Bancassurance Channel QuickTurtle

1 - 2 years

3 - 5 Lacs

Kolkata, Ahmedabad

Work from Office

Posted 4 months ago

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RM / Senior RM – NRI Desk, Equity Broking QuickTurtle

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....

Posted 4 months ago

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Relationship Manager - Demat & TPP Acquisition,Bancassurance Channel Quick Turtle

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 4 months ago

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