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2.0 - 3.0 years
2 - 3 Lacs
Hyderabad, Telangana, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Posted 4 weeks ago
7.0 - 12.0 years
8 - 15 Lacs
Bharuch, Jhagadia, Ankleshwar
Work from Office
HR AM / DM Required for Chemical Company in Vapi 7 to 12 Years Experience Mail CV on sdphrsolution@gmail.com with Subject: HR AM / DM Jhagadia SDP HR SOLUTION Bharuch Office have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels
Posted 4 weeks ago
2.0 - 3.0 years
2 - 3 Lacs
Ahmedabad, Gujarat, India
On-site
Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Posted 4 weeks ago
3.0 - 8.0 years
4 - 8 Lacs
Bharuch, Jhagadia, Ankleshwar
Work from Office
Hiring HR Executive for Petrochemical Comp in Jhagadia Manage Payroll & CLM Apply on sdphrsolution@gmail.com with Subject: HR Jhagadia & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels
Posted 4 weeks ago
2.0 - 6.0 years
3 - 6 Lacs
Lucknow, Uttar Pradesh, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services
Posted 4 weeks ago
2.0 - 5.0 years
3 - 6 Lacs
Lucknow, Uttar Pradesh, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Candidate Profile Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services
Posted 4 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 4 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 4 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 4 weeks ago
8.0 - 13.0 years
3 - 12 Lacs
Delhi, India
On-site
1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Experience in handling B2C & B2B 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.
Posted 4 weeks ago
4.0 - 6.0 years
6 - 10 Lacs
Mumbai
Work from Office
Dear Candidate, Greetings from Mirae Asset Sharekhan !! Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time Generate interest income Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment To handle the assigned clients in a very effective and seamless manner To improve and maintain the client activity ratio by activating clients across the segments Thanks & Regards Swapnil Nikhade - HR Interested candidate can connect on below contact 8286896629 | swapnil.nikhade@branch.sharekhan.com
Posted 4 weeks ago
2.0 - 4.0 years
3 - 6 Lacs
Vadodara, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications
Posted 4 weeks ago
2.0 - 4.0 years
3 - 6 Lacs
Coimbatore, Tamil Nadu, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications
Posted 4 weeks ago
2.0 - 4.0 years
3 - 6 Lacs
Lucknow, Uttar Pradesh, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications
Posted 4 weeks ago
3.0 - 8.0 years
3 - 6 Lacs
Sanand
Work from Office
Purpose of Position To work towards providing timely and job specific recruitment in line with JD To work with internal team members to prepare JD To prepare manpower budget, conduct performance reviews and coordinate with TD for capacity planning to meet business plan and orders from Customers. To work towards talent management, learning and development of team To align Human Resource and Administration related activities in line with Business and Market requirements . Specific Responsibilities Responsible for Manpower planning for the plant to meet customer requirements Responsible for regular monitoring and reporting on the open action status for HRM and Admin related jobs. Responsible to work very closely with entire plant and support the team for learning and development related activities Responsible for time to time updation and reporting to the team Responsible for working team and define skills and competencies for all and prepare a schedule for training and development Responsible to conduct Human skill related trainings Responsible to prepare budget for the year in terms of Capex and Opex requirements Responsible to generate & monitor policies, procedures, instructions and check list to meet business, legal and other requirements Responsible to align resources to for new ventures and or product planning for HRM Responsible to ensure adherence to system and legal requirements and coordinate with Local and Regional offices for effectiveness Responsible for value engineering for Human capital Responsible to prepare learning and development of team within the plant. Responsible to prepare MIS and take part in Continual Improvement Initiatives Responsible to ensure continual enhancement of Human capital Job Specification Qualification : Good knowledge of HRM, Payroll Management, Performance Management Ability to understand Business and Customer requirements Good knowledge of current digital aspects including ERP and other relevant software and application to support Learning and development Good understanding about System certification like ISO 9001, 14001, 18001 and TS 16949 Good understanding about optimum resource utilization Other Technical/ Bachelor Degree with Specialization in HRM Professional Qualification : Knowledge about ISO 9001:2015, TS 16949, ISO 14001, Goal setting and policy deployment Experience : 8 to 10 years of total experience and 5 years of relevant experience Skill Sets & Competencies : Understanding about the requirements for Manufacturing and Business Processes Good analytical and reasoning skills Compute literacy and knowledge of ERP package Good Team Leader Special Skills Excellent communication, presentation, leadership and interpersonal skills
Posted 4 weeks ago
7.0 - 12.0 years
3 - 6 Lacs
Bengaluru, Karnataka, India
On-site
Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Delhi, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Indore, Madhya Pradesh, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Surat, Gujarat, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Hyderabad, Telangana, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Kolkata, West Bengal, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Mumbai, Maharashtra, India
On-site
Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular basis Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of BA customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
Posted 4 weeks ago
5.0 - 10.0 years
8 - 13 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.
Posted 4 weeks ago
0.0 - 3.0 years
2 - 4 Lacs
Bharuch
Work from Office
Best Salary 15K to 20K + Incentives + Bonus for Freshers 9AM to 8PM Job Timing, Interested Wapp me on 9727755486 Bharuch City Based Job DIRECTLY COME TO OUR OFFICE with YR CV@ SDP HR SOLUTION 610,GOLDEN SQUARE Above Rajhans Cinema ABC CIRCLE Required Candidate profile . Good Personality Excellent time management & communication Skills Interested WhatsApp me on 9727755486 & Visit Our Office Share Resume on sdphrsolution@gmail.com with Subject: Female SDP . Perks and benefits Best CTC in Bharuch City.Fluent English & PC Skill
Posted 4 weeks ago
7.0 - 12.0 years
3 - 6 Lacs
Ahmedabad, Gujarat, India
On-site
Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
Posted 4 weeks ago
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