Experience – 4+ Years Delhi View All Openings Job Responsibility: Role Overview: We are seeking a dynamic and results-driven person to spearhead strategic partnerships with the banks. The incumbent will be responsible for fostering high-value alliances, and delivering on financial objectives to drive sustainable growth. Develop and execute innovative sales and partnership strategies in business development. Ability to do new bank Alliances. Driving business & ensuring sustained growth, focusing on achieving /surpassing sales targets; expanding business reach & creating new sales / leads opportunities. Manage the vertical’s P&L in alignment with organizational objectives and profitability as per the strategic plan. Build and maintain strong executive relationships within partner banks to unlock new business opportunities. The person would be responsible for expanding the client base in all regions Core Requirements:- Leadership skills are a must. Strong analytic skills with experience in statistical modelling and analysis Excellent communication (oral & written), Strong business acumen and industry expertise. Proven sales executive experience, meeting or exceeding targets Ability to communicate, present and influence all levels of the organization. Proven ability to drive the sales process from plan to close Proven ability to articulate the distinct aspects of products and services Proven ability to position products against competitors Outstanding interpersonal, negotiation, and presentation abilities, with a strong consultative approach.
Experience : 10+ Years Chandigarh View All Openings Job Responsibility: Develop robust sales strategies and identify innovations in business development. Driving business & ensuring sustained growth, focusing on achieving /surpassing sales targets; expanding business reach & creating new sales / leads opportunities. Ability to lead & recruit relevant sales professionals (specially BMs, Area Heads etc.) to enable scaling up of the business including broking (80%) as well as WM products (20%). Responsible for profit & loss of the vertical as per the strategic plan. Sound understanding of Equities, Mutual Funds, PMS and alternative investments are critical for the job. Ability to directly build and manage HNI & UHNI relationships. Would be responsible for expanding the client base in all regions through combination of both direct as well as indirect channel. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Core Requirements: Leadership skills are a must. Strong analytic skills with experience in statistical modelling and analysis Excellent communication (oral & written), Excellent mentoring, coaching and people management skills will self-driven approach. Strong business acumen and industry expertise. Demonstrable experience as head of sales, developing client-focused, differentiated and achievable solutions. Proven sales executive experience, meeting or exceeding targets Ability to communicate, present and influence all levels of the organization. Proven ability to drive the sales process from plan to close Proven ability to articulate the distinct aspects of products and services Proven ability to position products against competitors Demonstrable experience as head of sales, developing client-focused, differentiated and achievable solutions Excellent listening, negotiation and presentation skills
Experience – 5+ Years Chandigarh, Ludhiana, Jalandhar View All Openings Job Responsibility: Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRA’s . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.
Experience : 6+ Years Chandigarh, Ludhiana, Jalandhar View All Openings Job Responsibility: Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.
Experience – 4+ Years Chandigarh, Ludhiana, Jalandhar View All Openings Job Responsibility: Responsible For Heading and Running Team. Handling a team of Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
Experience – 2+ Years Indore, Bhopal, Jabalpur, Gwalior View All Openings Job Responsibility: To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity , Mutual Funds , PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
Experience – 4+ Years Indore, Bhopal, Jabalpur, Gwalior View All Openings Job Responsibility: Responsible For Heading and Running Team. Handling a team of Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
Experience – 2+ Years Chandigarh, Ludhiana, Jalandhar View All Openings Job Responsibility: To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity , Mutual Funds , PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.