6118 Investment Products Jobs - Page 32

Job Description 1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales repre...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Experience : 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. ...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

Manage a portfolio of existing & prospective clients through virtual platforms (phone, email, WhatsApp, video calls) Upsell & cross-sell mutual fund products & related services Track & achieve sales & revenue targets info.aspiringmantra@gmail.com Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) NISM Series V-A certification (Mutual Fund ) What's Up 9318431991

Role & responsibilities 1. Trading on behalf of clients 2. Building relationships with clients & educating them about investments. 3. Client Acquisitions as per targets and cross selling of 3rd party products. (MF, Insurance, SIP, etc.) Must have - 1. Capital Market Knowledge(Equity, derivatives, future,& options) 2. Educating customers about various investment product like insurance, mutual fund, SIP. 3. Excellent communication skills 4. NISM 8 and NISM 5A certificate Interested candidates can share their resume om Samidha.mahadik@hdfcsec.com

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service.

-Identify & source potential high net-worth clients through networking, referrals & marketing initiatives -Conduct assessments to understand client financial goals, risk tolerance, and investment horizon -Establish strong relationships with clients Required Candidate profile -Regularly review client portfolios and make necessary adjustments to align with financial objectives -Monitor investment performance & provide clients with detailed reports on their portfolio status

Banking Domain (international market) Back office + Voice skill (comms scores need to be on the higher side)) We will need good voice capability for all these roles They need to be open to doing Early Morning shifts

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: Virtual Relationship Managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by ...

As a Marketing professional with 5-8 years of experience, your role will involve the following responsibilities: - Write compelling long-form articles (1200-2500 words) and research-based articles on finance-related topics. - Incorporate SEO and GEO best practices, including keyword research and content optimization, to enhance visibility and drive organic traffic. Stay updated on social media trends. - Tailor content tone and style to suit diverse audiences, ranging from beginners to seasoned investors, ensuring clarity and engagement. - Work closely with editors and subject-matter experts to align content with Finance objectives. - Ensure all content is factually accurate, grammatically co...

Role Overview: You will be working in the institutional space of the Client Revenue Operations (CRO) team within Goldman Sachs Asset Management (GSAM). The key functions of the role include overseeing institutional billing, managing fee schedules and client agreements, generating client management fee invoices, and ensuring accurate processing of invoices while focusing on building enhancements and efficiencies within invoicing workflows and systems. Key Responsibilities: - Review fee schedules and IMA agreements to optimize client invoicing solutions - Implement and generate client management fee invoices in accordance with client requirements and fee schedules - Dispatch invoices, account ...

As a Private Banker/Partner at IDFC FIRST Bank in the South region, you will play a crucial role in managing and growing a portfolio of high net worth clients. Your responsibilities will include: - Developing and maintaining relationships with high net worth clients, understanding their financial goals, and providing personalized banking and wealth management solutions. - Cross-selling various banking products and services, including investment products, insurance, and loans. - Acting as a trusted advisor to clients, offering expert financial advice and guidance. - Collaborating with other teams within the bank to deliver comprehensive solutions to clients. - Staying updated on market trends...

Senior RM will be responsible for building & managing relationships with clients. Assess their financial needs and offer solutions from the company's portfolio of Equity, MF, Loans and other Financial products. Required Candidate profile Strong Inter-personal skills. CRM. HNI Client Handling. Portfolio review.

Role & responsibilities We have Openings @ JM Road and Ravet Branch HR Round will be conducted @ JM Road Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations. Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of c...

Processing investment transactions in various investment products viz MF, Direct Equity, Bonds, AIF etc Knowledge on NFT (AUM transfer, PMS, AIF, Mutual funds) Non financial mutual fund execution with respective AMCs and RTA (Transmission, nominee, signature updation etc) Account opening - PMS and AIF (Third Party Products) Liaising with clients and internal teams for investments Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues Understanding of tech platforms for automating processesSkills & Experience Required: Experience of around 6+ years with any AMC or RTA Experience in dealing with all securities including Direct Equity, ETFs,...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Mandatory Key Skills -Stock Broking,Relationship Management,Branch Management, customer ...

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) 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. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Skills Experience - 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable. 3. Experience in Selli...

ExecutiveSr. ExecutiveAssociateSenior 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 on pri...