3891 Investment Jobs - Page 12

1. Will be responsible for sourcing deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication presentation skills. 3. Should be a self-starter,...

1. Will be responsible for sourcing deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication presentation skills. 3. Should be a self-starter,...

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints

Would be responsible to Drive Web Based Business Revenue for a desk managing self-trading customers Responsible to execute Auto dialler one-to-one campaigns for ensuring business deliverables Responsible for expanding Web Behavior Business approaching Web Clients to execute their investment view with the help of Technology Responsible to drive manage 12-15 dealers team size to generate Targeted revenue and balancing revenue multiples Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement Responsible for achieving targets as assigned by the organization on a monthly basis Responsible for training educating, adding Revenue, Onboarding newly acquired clients Res...

Research securities of target industries and companies to provide investment recommendations Collect and interpret company data to facilitate recommendations Develop and write research reports and publications to be presented to management or shareholders : input data into proprietary financial models to create charts, dashboards and supporting material Maintain up-to-date knowledge of financial services industry happenings and current events Conduct primary research from industry sources

To manage a team of dealers and drive business through them. To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new client acquisition, building new relationships and increasing depth in ex...

To be responsible for dealing coordinators clients To be responsible for sourcing new accounts through coordinators To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client/coordinators Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new clien...

Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs Analyse customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk. Assist in increasing depth in existing relationships

Would be responsible to Drive Web Based Business Revenue for a desk managing self-trading customers Responsible to execute Auto dialler one-to-one campaigns for ensuring business deliverables Responsible for expanding Web Behavior Business approaching Web Clients to execute their investment view with the help of Technology Responsible to drive manage 12-15 dealers team size to generate Targeted revenue and balancing revenue multiples Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement Responsible for achieving targets as assigned by the organization on a monthly basis Responsible for training educating, adding Revenue, Onboarding newly acquired clients Res...

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Acquiring, activating and servicing corporate/institutional clients for trading in currency derivative segment for Kotak Securities. Continuous interaction with the clients to identify their requirements and provide solutions through existing product gamut. Co-ordination with client and dealing team to generate revenue from the existing clients in currency segment. Comply with KYC/SEBI rules, regulations and legislation governing the financial services industry. Improving client relationship by offering multiple investment products available with Kotak Securities. Workingclosely with product team to develop currency segment on overall basis. Skills & Knowledge MBA or PGDBA Finance from a rep...

Work closely with thebranch team to reach out to high priority and affluent clients. Understand clientneeds and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. Achieve AUM andrevenue targets through cross-selling investment products to exiting clients Ensure high standardsof client servicing and compliance with internal and regulatory guidelines. Keep updated on markettrends, investment products, and global financial news. Proactively identifynew business opportunities within existing and potential clients. Participate inmarketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Workclosely with the branch team to reach out to high priority and affluentclients. Understandclient needs and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. AchieveAUM and revenue targets through cross-selling investment products to exitingclients Ensurehigh standards of client servicing and compliance with internal and regulatoryguidelines. Keepupdated on market trends, investment products, and global financial news. Proactivelyidentify new business opportunities within existing and potential clients. Participatein marketing and client engagement events.

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

1. Will be responsible for sourcing deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication presentation skills. 3. Should be a self-starter,...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products