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8.0 - 13.0 years
0 - 0 Lacs
vadodara, jabalpur, pimpri chinchwad
On-site
Job Title: Area Manager- Retail Sales Locations: Goa, Baroda, PCMC, Jabalpur Industry: Mutual Fund / AMC Experience: 8-10 Years CTC: 15-20 LPA Age Limit: Up to 45 Years Job Description: Achieve area retail sales (AUM and market share) targets through effective sales and marketing strategies. Build and maintain strong relationships with MFDs, IFAs, and clients. Conduct market research to identify sales opportunities and client needs. Develop and implement area-level plans aligned with corporate strategy. Ensure compliance standards and provide post-sales service to clients. Gather market intelligence and support profitability goals. Handle a team, increase market reach, and add new clients. D...
Posted 17 hours ago
2.0 - 6.0 years
7 - 9 Lacs
mumbai, hyderabad, ahmedabad
Work from Office
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them ...
Posted 1 week ago
8.0 - 12.0 years
15 - 25 Lacs
kolkata, mumbai, chennai
Work from Office
Regional Head- Stock Broking & Investment Products, B2B IFA, 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 Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sale...
Posted 1 week ago
5.0 - 10.0 years
8 - 15 Lacs
kolkata, mumbai, thane
Work from Office
VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...
Posted 1 week ago
1.0 - 5.0 years
6 - 10 Lacs
mumbai, hyderabad, chennai
Work from Office
Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs. Experience - 1) Minimum 5...
Posted 1 week ago
5.0 - 7.0 years
8 - 10 Lacs
mumbai, ahmedabad, bengaluru
Work from Office
1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Location - Ahemdabad, Mumbai, Bangalore, Hydera...
Posted 1 week ago
1.0 - 4.0 years
10 - 11 Lacs
mumbai, ahmedabad, chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 1 week ago
5.0 - 10.0 years
7 - 12 Lacs
chennai, bengaluru, vadodara
Work from Office
Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 1) Minimum 5 Years in sales of Seconday ...
Posted 1 week ago
5.0 - 10.0 years
8 - 10 Lacs
kochi, chennai, bengaluru
Work from Office
Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 7) Experience & Knowledge of Secondary B...
Posted 1 week ago
10.0 - 15.0 years
20 - 25 Lacs
chandigarh
Work from Office
About Angel One: Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarchy...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
hyderabad, telangana
On-site
You will be responsible for: - Promoting the Elisa Reader, RT-PCR, & other lab wares & plastic wares - Promoting the microbiological range like media & rapid testing plates - Promoting the rapid testing kits for Mycotoxins, allergens & Antibiotics - Promoting the ELISA based kits of Mycotoxins, allergens & antibiotics - Promoting the PCR testing kits for pathogenic detection The company, Anand Brothers, has been serving the diagnostic industry since 1978 with a commitment to provide QUALITY & RELIABILITY in diagnostics. In this journey, they have continuously updated their knowledge and work on various technology platforms like ELISA, RIA, HEMATOLOGY, IFA, HPLC, LC/MS & Molecular. Anand Brot...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 6 Lacs
gandhidham, gandhinagar, chennai
Work from Office
The role involves identifying & empaneling CAs, ExBankers, Ex-Wealth Advisors, Insurance agents and Finance professionals them as Independent Financial Distributors with our client, Products (like MF, NFO’s, IPO’s, NCDs, Capital Markets ,etc.)
Posted 2 weeks ago
1.0 - 4.0 years
10 - 11 Lacs
mumbai, ahmedabad, chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 2 weeks ago
5.0 - 7.0 years
8 - 10 Lacs
mumbai, ahmedabad, bengaluru
Work from Office
1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite position.
Posted 2 weeks ago
5.0 - 10.0 years
8 - 15 Lacs
kolkata, mumbai, thane
Work from Office
VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...
Posted 2 weeks ago
5.0 - 7.0 years
8 - 10 Lacs
kolkata
Work from Office
Designation : Manager - IFA Channel - B2B Location : Kolkata Salary : Upto 10 Lacs Experience : Min 5 yrs exp in IFA Channel Candidates must be working in AMC / Mutual Funds Company Responsible for Sales for set of IFA's mapped Required Candidate profile Experience - Min 5 yrs experience in AMC(Asset Management Company) / Mutual Funds Co Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel
Posted 3 weeks ago
4.0 - 9.0 years
8 - 15 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...
Posted 3 weeks ago
15.0 - 24.0 years
40 - 60 Lacs
mumbai
Work from Office
1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management
Posted 3 weeks ago
15.0 - 24.0 years
25 - 40 Lacs
bangalore rural
Work from Office
1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management
Posted 3 weeks ago
15.0 - 24.0 years
25 - 40 Lacs
bengaluru
Work from Office
1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management
Posted 3 weeks ago
4.0 - 9.0 years
11 - 20 Lacs
mumbai
Work from Office
1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances
Posted 3 weeks ago
4.0 - 9.0 years
11 - 20 Lacs
bengaluru
Work from Office
1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances
Posted 3 weeks ago
3.0 - 8.0 years
6 - 13 Lacs
kolkata, delhi / ncr
Work from Office
Job description: 1.Responsible for Sales from assigned distributors. 2. Responsible for advising the bank suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling. 3. Visibility through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings. 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business. 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up ...
Posted 3 weeks ago
9.0 - 12.0 years
10 - 15 Lacs
kolkata, nashik
Work from Office
Role Overview: Individual contributor responsible for driving business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in the Mumbai region. Role & responsibilities Build and manage strong IFA/MFD relationships to grow business. Onboard and empanel new distributors. Conduct joint client meetings and ensure smooth operations. Share market insights with Product and Investment teams. Ensure full compliance with regulatory norms. Preferred candidate profile MBA/Postgraduate with 9 -10 years of experience in financial services. Proven experience in managing IFAs/MFDs. Knowledge of AIFs, PMS, and equity markets. Strong communication and relationship management ski...
Posted 4 weeks ago
4.0 - 9.0 years
8 - 15 Lacs
ahmedabad, delhi / ncr, mumbai (all areas)
Work from Office
Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...
Posted 1 month ago
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