10 Direct Equity Jobs

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. 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. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. 10) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 11) Team handling experience: Needed 12) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 13) IT Skills: MS Office and Business Intelligence Applications _ Location - Mumbai, Delhi, Chennai, Kolkata, Bangalore, Hyderabad, Ahmedabad, Pune, Lucknow, Telangana, Indore, Surat, Vadodra, Kochi, Trivendrum, Coimbatore, Thane, Navi Mumbai

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate Profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling _ Location-Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Regional Head- Stock Broking & Investment Products, 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 Allaances - 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. Location:Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum,Chennai,Kolkata,