1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to interpret business information. 8) Handling Team of NRI Relationship Managers 9) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. Location - Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore, Telangana, Delhi, Trivendrum, Vadodara.

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients. 5 - Years in a Commodity broking firm | Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. Should be comfortable working in Shifts. Location - Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi

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 representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat,Ahmedabad,Bengaluru,Kochi,Mumbai, Calicut, Trivendrum, GOA, Delhi

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.5) 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. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location - Surat, Ahmedabad, Bangalore, Chennai, Hyderabad, Calicut, Kolkata, Kochi, Trivendrum, GOA, Mumbai, Delhi

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments. Location - Bengaluru,Chennai,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata, Trivendrum, Delhi, Vadodra, Pune.

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket 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). 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 information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Location: Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. 10) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 11) Team handling experience: Needed 12) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 13) IT Skills: MS Office and Business Intelligence Applications _ Location - Mumbai, Delhi, Chennai, Kolkata, Bangalore, Hyderabad, Ahmedabad, Pune, Lucknow, Telangana, Indore, Surat, Vadodra, Kochi, Trivendrum, Coimbatore, Thane, Navi Mumbai

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients Location - Surat, Ahmedabad, Bangalore, Chennai, Hyderabad, Calicut, Kolkata, Kochi, Trivendrum, GOA, Mumbai, Delhi

1) 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. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) 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. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.7) Build AUM and client base as per the target defined by the company.8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr _ Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

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. 9 )Minimum 5 Years of experience as an existing Branch Manager / Asst Branch Manager / Branch Assistant / Branch Operations Manager , 10) Knowledge of modern management techniques, best practices, organizational skills 11) Results driven and customer focused 12) Leadership and human resources management skills 13) BS in Business Administration or related field _ Broking Branch management - Sales, Operations & Compliance. Knowledge of All Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance Location - Mumbai, Ahmedabad, Surat, Vadodra, , Chennai, Hyderabad, Bangalore, Kolkata, Kochi, Trivendrum, Delhi, Vishakhapatnam, Pune

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12 ) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) _ Location - Mumbai , Chennai, Bangalore, Hyderabad, Telangana, Delhi, Kolkata, Ahmedabad, Kochi, Trivendrum, Coimbatore, Pune, Indore, Vadodra

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 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. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs 7) Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications _ Location-Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore,Hyderabad & Telangan, South , Vadodra, Trivendrum

1) Team Building, Engagement & Development: a) To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. b) Meeting the Competition Teams and doing Competition Talent Mapping. c) Engaging the FPDs and keeping them. 2) To ensure effective risk management & policy adherence 3) To ensure customer management & engagement: a) To plan and execute local area programs and referrals programs b) To focus on retention of customers, higher revenue generation and referral activities. c) To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. d) To ensure client records are up to date in terms of financial details & contact ability e) To ensure speedy resolution of client queries and grievances to maximize satisfaction levels 4) To effectively manage day to day team administration and operations for smooth functioning of the team: a) To monitor and foster all daily operations of the team b) To handle a team of Financial Product Distributors and motivate them in target achievements. 5) To ensure training and development FPDs for team effectiveness 6) Achieve the revenue growth & profitability to upscale the team a) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. b) To plan and execute various team level initiatives to ensure business momentum and direction. c) To engage in new and innovative business planning activities to increase client acquisition and team profitability. d) To monitor individual and team performance and take steps to improve productivity and correct deviations if any. Location-Pune,Mumbai,Kochi,Kanpur,Bhubaneswar,Jaipur,Chandigarh,Varanasi,Mangalore

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. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. BFM / MCOM / MBA Finance or equivalent , with NISM 5A & 8 certification Location : Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward _ Location-Mumbai,Thane,Ludhiana,Chandigarh,New Mumbai