900 Nism Jobs - Page 8

Role: Phone Banking Officer / CCE Process: Inbound Voice Location: Thane/Noida Key Responsibilities: Handle inbound customer calls (accounts, cards, loans, net banking,) Provide first-call resolution & excellent service May involve cross-selling Required Candidate profile Graduate Freshers welcome | BPO/Banking exp. a plus Good spoken English Basic computer skills Customer-first attitude, patience, problem-solving Age limit-30 yrs Call 9022157571 Khyati www.hyfly.in

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM XA/NISM XB/VA/VB certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva : 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM XA/NISM XB/VA/VB certificate is required

The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. Health insurance Provident fund Annual bonus

Job Position: Branch Manager Location: Chennai, Coimbatore, Bengaluru, Hyderabad Job Purpose: To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Acquiring new Large trader clients (direct) amidst competitive offerings Ensuring effective management and retention of customers. Regulator Challenges as regulator is going strict on funding, margins Effective operational & cost management through Branch Administration Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients. Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction. Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch. Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition.

Job Position: Equity Advisor Locations: Chennai, Coimbatore, Bangalore, Hyderabad Job Purpose: To acquire Large trader clients, trade (buy, hold or sell) various equity, currency and commodity products on stock exchanges, disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg. -Mutual Funds, Loans, Health insurance, Life Insurance etc. in order to generate business revenue & brokerage. The Equity Advisor is primarily responsible for: 1. Acquiring Large Trader Clients with high margin. 2. Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities. 3. Ensuring efficient and prompt management of orders based on customer request. 4. Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds. 5. Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch. 6. Day to day approvals w.r.t to limits, commercials Shifting offline customers to online. Qualifications & Requirements 1. Strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness. 2. Ability to work under pressure. 3. Superior communication skills. 4. Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable. 5. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations Note: This recruitment is being facilitated by Phire Learning Solutions Pvt Ltd on behalf of our client, who is a leading NBFC. All hiring decisions and onboarding procedures are at the sole discretion of the client company.

Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Commodity/Equity Role Involved advising/dealing trading cross selling involved. Strong knowledge of capital market.Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Managing large customer with book size of 25lac & above Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Maintain punctuality and discipline as per norms Recruitment of Mutual Fund Distributors as Premier Partners Organise and Conduct Lead generation activities Organise and Conduct customer engagement activities Engagement and Activation of Premier Partners Tracking of allocated leads till closure, login and issuance Support sales team on the field through joint calls Impart training to the Premier Partners for higher efficiency Ensure Business quality through proper due diligence Tracking of Renewal Business Collection as per plan Share reports and MIS within prescribed timelines Achievement of New Business target (ULIP) as per plan Maintain Renewal Persistency as per benchmark Ensure Partner (MFD) on boarding as per plan Manage business leakage within acceptable standards Adherence to Activity Score Card Metrics at Unit Level Sales Team growth and development as per plan Training and Certification of self as per learning roadmap

Credit Card Executive – Sales & Service Juinagar, Navi Mumbai Graduate | 1+ yr BPO/Customer Service experience Handle inbound calls, sell credit cards & banking products Achieve monthly targets CTC: Up to 5.20 LPA Rotational shifts Required Candidate profile Contact List (For Call/SMS/WhatsApp): HR Simran – 9773553319 Sanika – 9082104424 Ekta – 8080126356 Hrutika – 9137797705 Khyati – 9022157571 Website: www.hyfly.in

Role & responsibilities • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. • Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. • Ensure all clients are met on a regular basis. • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory Preferred candidate profile • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonalskills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self motivated

Handled inbound calls to resolve mutual fund queries and assist with KYC, login issues, and documentation Cross-sell and up-sell mutual fund products and SIP plans to boost revenue Educated clients on new funds and investment benefits Required Candidate profile Location: Belapur Shift: General | 5-Day Work Week Requirement: Graduate Mandatory, Good Communication Skills Eligibility: Graduate Freshers Welcome Salary: 3 LPA Joining: Immediate

Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking or Insurance Background and Banking (4-7 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Dear, Hope you doing great! Have an opening for below mentioned role with Broking Company. Location: Hyderabad Key Responsibilities Job Purpose: These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). Role description Reactivation of clients & acquisition of new clients open market acquisition, cold calling, through referrals Trade on behalf of clients Develop and maintain a long-term relationship with customers Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Acquisition of De-mat / Trading account from open market and leads (Offline & Online) Conduct lead generation activities for sales penetration Meeting & pitching customers Generate Equity Business and maintain strong client relationships. To ensure adherence to surveillance, risk & deal desk processes Expectations from Dealers/Trade advisors Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores) Capable of acquiring big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationship with HNI clients In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification Equity Derivatives Certificate Examination. If interested, kindly revert with updated CV mentioning below details on VaishnaviG@topgearconsultants.com for more company details. Pl share your resume, Mentioning BELOW DETAILS (Mandatory) Current Location: Preferred Location: Highest Qualification: Years of Exp: Current Salary: Expected Salary: Notice Period:

Job Title: Senior Manager DP (Demat Processing) Operations Department: Operations Reports To: AVP – Operations Job Type: Full-time Job Summary: We are looking for a highly experienced Senior Manager – DP Operations to oversee and manage all aspects of Demat account processing and depository-related operations . The role demands a deep understanding of NSDL/CDSL systems, SEBI regulations, and a proven ability to lead large teams and ensure error-free and compliant operations. Key Responsibilities: End-to-end management of DP operations including account opening/closure, dematerialization/rematerialization, pledging/unpledging, off-market transfers, and corporate actions. Ensure adherence to guidelines issued by NSDL, CDSL, SEBI , and internal compliance teams. Oversee reconciliation of client holdings, BO balances, and regular reporting to depositories and regulatory authorities. Handle escalations related to discrepancies in demat transactions or client servicing. Monitor and enhance the efficiency of back-office systems (e.g., DP software like OMNESYS, NEST, ODIN , or custom platforms). Coordinate with internal departments like compliance, risk, IT, and client servicing to ensure smooth operations. Lead and mentor a team of DP executives, assistant managers, and team leads. Periodically review SOPs and drive process improvements for faster and error-free processing. Ensure timely and accurate handling of corporate actions , such as bonus issues, rights, splits, buybacks, and dividend processing. Prepare for internal and external audits, and ensure full compliance with regulatory norms. Maintain MIS and dashboards for senior management reviews. Required Qualifications: Graduate/Postgraduate in Finance, Commerce, or related field (MBA preferred). 8–12 years of experience in DP operations with minimum 3–5 years in a leadership role. Strong understanding of NSDL/CDSL systems and regulatory requirements. Familiarity with back-office platforms and depository interfaces. Excellent knowledge of SEBI regulations pertaining to demat and trading operations. Strong communication, leadership, and stakeholder management skills. Preferred Skills: Certifications in Capital Markets (e.g., NISM DP Operations Certificate). Experience in handling large client volumes and high-value demat transactions. Exposure to broking or financial institutions with DP services. Kindly updated cv on outsource18@idbicapital.com or can connect on-- Name : Priti- 9137914716 .

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile As per Industry

This Opportunity is with a leading Stock Broking company for their office in Kolkata Location Role: Dealer - Trading Experience: 2 - 6 Years Job Description: Role & Responsibilities: Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. Any Graduate Full Time Interested Candidates can share their CV's at priyal@topgearconsultants.com

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Job Location: Mumbai(South/Harbour line) Experience Required: 4 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their queries and ensuring timely resolution. Develop long-term relationships with key distributors to drive consistent business. Monitor competitor activity and strategize countermeasures to maintain market share. Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement. Collaborate with distributors to enhance their soft skills in communication and client interaction. Candidate Profile: Excellent communication skills, polished demeanor, and confident personality are a must. Bold and proactive in managing distributor relationships and driving business growth. Qualifications: Graduate/Postgraduate NISM certifications (if applicable) are preferred. Interested candidates can share their updated resume at- aanchal@avaniconsulting.com Or what's app at-9917283370 Regards, HR Aanchal

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)

Roles and Responsibilities (1) Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. (2) Providing financial products training to Distributors for Business Development. (3) Plan activities and strategies for business development for distributors. (4) Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. (5) Develop positive working relationships with partners to build business. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture Required Candidate profile Qualification : MBA/PGDM Freshers or Graduates with minimum 2 years of Relevant Experience Area of Expertise : FINANCE, SALES & MARKETING Please find Youtube link of Job profile:- https://www.youtube.com/watch?v=E0KdpsGQiE8

Urgent Opening: Equity Dealer We are hiring passionate professionals to join a reputed broking firm in the financial services industry. Position: Equity Dealer Certification: NISM 8 Mandatory Industry: Financial Services (Broking) Location: Hyderabad | Chennai | Bangalore | Coimbatore Job Type: Full-Time Education: Graduation Mandatory Experience: Minimum 1+ year in a relevant role Salary: 6 LPA Key Responsibilities: 1. Execute buy/sell orders for clients 2. Manage client portfolios & provide investment advice 3. Conduct market research to identify opportunities 4. Stay updated on market trends & regulatory changes 5. Build strong client relationships Interested candidates can share their resumes at aarti@ksirius.com Or call directly on 9022676814 Thanks & Regards, Aarti Talent Acquisition Specialist

JM Financial Services Digital Client Acquisition (Voice Process) Location: Andheri East | Openings: 50 each Process: Outbound Demat Account Opening (BlinkX App) Shift: 9 AM 7 PM | Off: 1 Rotational (Sat/Sun working) Salary: 17K25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Good English & Hindi, Age 20–30, HSC/Graduate Immediate Joiners only Training: 3 Days For interview scheduling, you are requested to share your CV via WhatsApp or connect with HR Dhanashri at 7796426785

JOB DESCRIPTION Business Development - Retail Department 2016 JOB PROFILE Branch Manager Reporting to Department Regional Manager/ Zonal Head Business Development - Retail JOB RESPONSIBILITIES Responsible for maximizing revenue generation (Net of Default) by achieving sales target assigned to him thus ensuring profitability of Equity business in his/her branch. To look after overall management of the branch & ensures maximization of business through market expansion & by increasing client base/market share in Equity. Business/ Operational/ Functional/ Financial Perspective Setting Team revenue Targets for the Team. Checking the status of Client-Cash limits and Stock Limits. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. Suggesting the Clients regarding market scenario. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. Finding the Ledger debts for the next day and planning accordingly. Assisting the Relationship managers for important Business calls or meetings. Distributing leads to the Team. Allocating the Clients to the Team depending upon their capabilities. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. Efficient coordination with Back Office person for updating Client Cheque. Responsible for proper & accurate brand visibility within the location to expand the business. To ensure cent percent compliance related to RMS, clients & debt. To ensure minimal compliance issues related to clients & maximize revenue net of default. Strategic Responsibilities Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. Ensures the implementation of short- and long-range department goals, objectives, policies, and operating procedures. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Assist seniors in planning of appropriate cost saving strategies and ensuring its proper implementations. Ensure implementation of department philosophies, procedures and reporting. Administrative/Functional Responsibilities Working as a vital link between branch & HO to implement various guidelines/policies released from HO from time to time. Ensuring proper discipline & decorum within the Team & immediately reporting to the concerned departments in case of any such happenings. Responsible to direct his/her team to get all the client ledgers signed from the clients as confirmation and duly signed and verified & accepted by the Compliance department regularly as well as at the time of exit. Timely payment of bills/rent. Ensure compliance and tax related issues. To check the display of sign boards. To check the margin reports of clients. Fulfilling the asset requirement. Proper petty cash management. Ensuring all the joining kits are properly filled & induction formalities are completed on time. Ensures that branch attendance should be updated on time. Ensures proper Employee State Insurance (ESI), shop & establishment for the branch. Representative Functions Ensure correct brand positioning for the Company in the Market. Conducting In House meeting with the team to evaluate the daily sales report B. Internal/External Responsiveness Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). Customer/Client relationship Management. C. Internal process Perspective Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ). MIS /Data Management (Protection & Confidentiality). Liaison with various departments. CRM usage. D. Innovation & Learning Perspective Updated Knowledge of latest market Trends/Policies of BSE/NSE etc. New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. QUALIFICATION Any Graduate/Post Graduate with 7-10 years of relevant work experience within the same industry type I.T SKILLS Extremely fluent with MS office, especially MS Excel. Strong working knowledge of the CRM software. SPECIFIC SKILLS NCFM & various modules CRITICAL COMPETENCIES 1. Working with People & Influencing/ Interpersonal Skills 2. Task Accomplishment and Result Oriented/ Achievement Oriented: 3. Dependability & Sense Of Responsibility: 4. Coordination/Team Handling & Control / Team Player 5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation 6. IT Skills /Communication Skills MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS ) 1. Achieving Team Revenue Targets in the stipulated time. 2. Team Account opening targets are met on time. 3. Team AUM (Asset Under Management) targets. 4. Maximisation of branch profitability through brokerage generation. 5. Meeting with the Clients of RM and help them in revenue/business generation. 6. Analyzing the RM potential and allocating the Clients accounts accordingly. 7. Interacting with high level corporate and super HNI Clients for cracking bulk deals. 8. Analyzing the Branch costing. 9. Keeping updated knowledge regarding market from the Data received from Research Analysis Team. 10. Success Ratio of his Team. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. 11. Proper coordination & administration of the branch. 12. CRM usage and its implementation. 13. MIS and data protection. 14. Team Development. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile