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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 Li...

Posted 4 months ago

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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...

Posted 4 months ago

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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. ...

Posted 4 months ago

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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/...

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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 in...

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3.0 - 8.0 years

6 - 16 Lacs

bengaluru

Work from Office

Role & responsibilities Acquire new high-net-worth clients for LAS (Loan Against Securities) products. Deepen relationships with existing clients by understanding their financial needs. Pitch customized LAS solutions and guide clients through the application and disbursement process. Liaise with internal credit, operations, and legal teams to ensure smooth onboarding and documentation. Ensure compliance with regulatory and internal policies during client onboarding and servicing. Monitor the LAS portfolio, including margin calls, renewals, and interest collections. Achieve monthly/quarterly business targets for revenue, disbursement, and client acquisition. Stay updated with market trends an...

Posted Date not available

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7.0 - 12.0 years

9 - 16 Lacs

mumbai suburban

Work from Office

Designation : Chief Accountant Reporting:- Director No of Position: 01 Department:- Accounts & Finance Education:- Chartered Accountant Preferred. Experience:- 9 To 12 Years Type of Company Worked in: Real Estate Industry Scope of Work : A] Accounts : Complete Control over : Day to day accounting Banking/ Financial Position Trade payables /Trade Receivable Coordination with respective departments B] Sales : Demand Letter Calculations considering GST/TDS/Receipts till date GST /St. Duty Sales Data Reconcilation with books & MIS report Coordination with respective department C] Finalisation : All Group Companies (14 Entities including Individuals) Computation of Tax Liability/ Advance tax Quar...

Posted Date not available

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2.0 - 7.0 years

6 - 12 Lacs

ahmedabad, rajkot

Work from Office

A dynamic and results-driven Manager – Loan Against Securities (LAS) to drive business growth by acquiring and managing high-net-worth individuals (HNI) and other eligible clients.

Posted Date not available

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9.0 - 14.0 years

18 - 32 Lacs

noida, new delhi, delhi / ncr

Work from Office

Role & responsibilities Job Description- 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 Date not available

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2.0 - 5.0 years

4 - 7 Lacs

mumbai

Work from Office

Description for Internal Candidates Business Description 811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship. We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG) Job Role: Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring...

Posted Date not available

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