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10 - 20 years
22 - 35 Lacs
Chennai
Work from Office
Role & responsibilities 1.Identify potential clients and drive sales of Loan Against Shares products to individual and institutional investors. 2.Build and maintain strong relationships with clients to promote long-term business growth. 3.Provide clients with expert advice on the best LAS products suited to their financial needs and investment goals. 4.Stay up to date on market trends, the stock market, and regulatory changes related to LAS offerings.
Posted 2 months ago
1 - 4 years
0 - 0 Lacs
Navi Mumbai, Mumbai, Mumbai (All Areas)
Work from Office
strong background in project coordination, lending sector exposure to Loan Against Property and Loan Against Securities. project management software MS Project, JIRA, Trello project management methodologies, Agile, Waterfall PMP or CAPM certification
Posted 3 months ago
2 - 3 years
2 - 7 Lacs
Navi Mumbai, Mumbai, Mumbai (All Areas)
Work from Office
Loan Against Property (LAP) Loan Against Securities (LAS) gather, document, and analyze business requirements for lending solutions, focusing on LAP and LAS. business analysis tools and QA tools.
Posted 3 months ago
12 - 18 years
20 - 30 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
12-18 yrs in secured lending sales , Team handling N distributor management, Strong sales, communication & leadership Client-focused & results-driven. Manage and grow LAS sales through distributors, Drive revenue N market expansion. Ensure compliance Required Candidate profile Sales exp in Capital Markets/MF/Equity Investment broking N distribution, understanding of the Loans approval N disbursal process, Expert knowledge about LAS and other credit solutions like LAP
Posted 3 months ago
5 - 10 years
8 - 18 Lacs
Ludhiana, Vadodara, Lucknow
Work from Office
8-10 years in secured lending sales , 3-5 years in distributor management, Strong sales, communication & leadership Client-focused & results-driven. Manage and grow LAS sales through distributors, Drive revenue N market expansion. Ensure compliance Required Candidate profile Sales exp in Capital Markets/MF/Equity Investment broking N distribution, understanding of the Loans approval N disbursal process, Expert knowledge about LAS and other credit solutions like LAP
Posted 3 months ago
5 - 8 years
6 - 8 Lacs
Chennai, Ahmedabad, Surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. BFM / MCOM / MBA Finance or equivalent , with NISM 5A & 8 certification Location - Surat, Ahmedabad, Chennai, Bangalore,Hyderabad, Mumbai, Trivendrum, Delhi, Vadodra, Kolkata, Pune
Posted 3 months ago
5 - 10 years
8 - 15 Lacs
Chennai, Ahmedabad, Surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location - Ahmedabad, Surat, Chennai, Kolkata, Bangalore, Trivendrum, Mumbai, Delhi, Hyderabad, Vadodra, Pune
Posted 3 months ago
7 - 12 years
7 - 13 Lacs
Bengaluru
Work from Office
Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience
Posted 4 weeks ago
5 - 8 years
5 - 8 Lacs
Ahmedabad, Chennai, Surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. Education- BFM / MCOM / MBA Finance or equivalent , with NISM - 5A & 8 certification
Posted 1 month ago
5 - 10 years
8 - 15 Lacs
Ahmedabad, Chennai, Surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product. Skills : - Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance, Location : - Trivendrum, Delhi, Vadodra, Kolkata, Bengaluru, Mumbai, Hyderabad, Pune
Posted 1 month ago
7 - 12 years
8 - 15 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Location - Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra
Posted 1 month ago
7 - 12 years
8 - 15 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
Manager Advisory Equity & Investment Products PCG ( Pvt. Client Group ) 1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Education- Bachelors Degree or equivalent (preferabbly MBA) with 5 years experience in a broking Firm, NCFM Qualified. Location- Chennai,Bengaluru,Mumbai,Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra
Posted 1 month ago
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