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5.0 - 9.0 years
10 - 15 Lacs
kolkata, mumbai, chennai
Work from Office
Postion - Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 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. 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. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of ...
Posted 1 month ago
2.0 - 4.0 years
5 - 9 Lacs
bengaluru
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...
Posted 1 month ago
2.0 - 5.0 years
5 - 6 Lacs
belgaum
Work from Office
Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...
Posted 1 month ago
3.0 - 6.0 years
2 - 7 Lacs
navi mumbai
Work from Office
Job Title: Reconciliation Senior Analyst Experience Required: 3 to 6 years Position Responsibilities: Daily, weekly, and monthly reconciliation between Client, Admin, and Prime broker data. Research on pending cash, position, OTE, and trade discrepancies. Daily follow-up with external sources, including clients and brokers, for faster resolution on breaks. Interacting with Portfolio Managers and Prime Brokers via phone and e-mail for resolution of queries. Adhering to SOPs and standard delivery to client and promptly escalating to Reporting Manager. Good to Have: Accounting knowledge of double entry bookkeeping. Understanding of OTC products such as TRS, CDS, IRS, and Equity Swaps preferred....
Posted 1 month ago
3.0 - 6.0 years
2 - 7 Lacs
mumbai
Work from Office
Job Title: Reconciliation Senior Analyst Experience Required: 3 to 6 years Position Responsibilities: Daily, weekly, and monthly reconciliation between Client, Admin, and Prime broker data. Research on pending cash, position, OTE, and trade discrepancies. Daily follow-up with external sources, including clients and brokers, for faster resolution on breaks. Interacting with Portfolio Managers and Prime Brokers via phone and e-mail for resolution of queries. Adhering to SOPs and standard delivery to client and promptly escalating to Reporting Manager. Good to Have: Accounting knowledge of double entry bookkeeping. Understanding of OTC products such as TRS, CDS, IRS, and Equity Swaps preferred....
Posted 1 month ago
3.0 - 6.0 years
2 - 7 Lacs
thane
Work from Office
Job Title: Reconciliation Senior Analyst Experience Required: 3 to 6 years Position Responsibilities: Daily, weekly, and monthly reconciliation between Client, Admin, and Prime broker data. Research on pending cash, position, OTE, and trade discrepancies. Daily follow-up with external sources, including clients and brokers, for faster resolution on breaks. Interacting with Portfolio Managers and Prime Brokers via phone and e-mail for resolution of queries. Adhering to SOPs and standard delivery to client and promptly escalating to Reporting Manager. Good to Have: Accounting knowledge of double entry bookkeeping. Understanding of OTC products such as TRS, CDS, IRS, and Equity Swaps preferred....
Posted 1 month ago
3.0 - 6.0 years
2 - 7 Lacs
mumbai suburban
Work from Office
Job Title: Reconciliation Senior Analyst Experience Required: 3 to 6 years Position Responsibilities: Daily, weekly, and monthly reconciliation between Client, Admin, and Prime broker data. Research on pending cash, position, OTE, and trade discrepancies. Daily follow-up with external sources, including clients and brokers, for faster resolution on breaks. Interacting with Portfolio Managers and Prime Brokers via phone and e-mail for resolution of queries. Adhering to SOPs and standard delivery to client and promptly escalating to Reporting Manager. Good to Have: Accounting knowledge of double entry bookkeeping. Understanding of OTC products such as TRS, CDS, IRS, and Equity Swaps preferred....
Posted 1 month ago
2.0 - 7.0 years
4 - 6 Lacs
kolkata
Work from Office
Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Preferred candidate profile Minimum 1 Year as advisor Equity Dealing
Posted 1 month ago
4.0 - 9.0 years
5 - 9 Lacs
chennai
Work from Office
Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com
Posted 1 month ago
4.0 - 9.0 years
5 - 9 Lacs
hyderabad
Work from Office
Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com
Posted 1 month ago
4.0 - 8.0 years
4 - 9 Lacs
chennai
Work from Office
Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com
Posted 1 month ago
4.0 - 8.0 years
4 - 9 Lacs
hyderabad
Work from Office
Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
nagar, jaipur
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
karnal
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
tonk, jaipur
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
sanganer, jaipur
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
nagar, vellore
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
nagar, jaipur, vaishali
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
jaipur
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
mumbai, goregaon
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
pune
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
new delhi, rajouri
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
mohali
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
amritsar
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
1.0 - 2.0 years
1 - 3 Lacs
nagar, kanpur
Work from Office
Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...
Posted 1 month ago
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