Jobs
Interviews

184 Revenue Generations Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

10.0 - 12.0 years

6 - 7 Lacs

bengaluru

Work from Office

Sales Strategy & Leadership o Define and execute the go-to-market (GTM) strategy for BankSofts digital banking suite. o Drive new business acquisition and revenue growth across cooperative banks, microfinance, and SME-focused financial institutions. o Set ambitious but achievable sales targets and ensure consistent pipeline growth. Client Acquisition & Relationship Management o Build and maintain strong C-level relationships with decision-makers in banks and financial services. o Negotiate and close high-value SaaS and licensing deals.Build, lead, and mentor a high-performance sales team (inside sales, field sales, partner channels). o Drive a culture of accountability, continuous learning, and results orientation. o Implement sales enablement processes and tools to optimize performance. Contact- 9987334349

Posted 10 hours ago

Apply

4.0 - 10.0 years

0 Lacs

noida, uttar pradesh

On-site

As a Business Development Executive/Manager at our organization, you will be responsible for lead generations, new client acquisition, account management, revenue generations, international sales, SaaS Sales, IT Product Sales, End to End Sales, and driving business growth through individual sales efforts. Your role will involve selling Salesforce CRM services to potential clients, bidding on Salesforce projects using platforms like Upwork, conducting outbound sales activities to generate leads and close deals, handling inbound sales inquiries, and converting leads into customers. You will collaborate with internal teams to develop tailored solutions, meet and exceed sales targets consistently, and contribute to the overall growth of the business. To excel in this role, you must have proven sales experience in Salesforce CRM services, a successful track record of bidding on projects through Upwork, strong outbound and inbound sales skills, excellent communication and interpersonal abilities, self-motivation, and results-driven mindset. Familiarity with Salesforce CRM is preferred but not mandatory. Ideally, you should possess a Bachelor's degree in Business Administration or a related field, with Salesforce CRM experience being a plus. If you are a sales professional with a proven track record in Salesforce CRM services and are looking to join a dynamic team to drive business growth, we encourage you to apply now and be a part of our success story. Join us at our office located at 3rd Floor, A-10, Pegasus Tower, Block A, Sector 68, Noida, Uttar Pradesh 201301. You can learn more about us by visiting our website at https://hicglobalsolutions.com/about-us/. We look forward to welcoming a motivated and talented individual like you to our team.,

Posted 1 week ago

Apply

2.0 - 5.0 years

4 - 7 Lacs

gurugram

Work from Office

Market Research & Client Identification: Conduct market research to identify potential GCC clients and key decision-makers within these organizations. Build a network of connections to initiate and develop relationships with prospective corporate clients. Expand the client coverage by onboarding new GCCs and enhance banks market share. Relationship Development: Develop and maintain strategic relationships with HR, finance, and procurement teams of targeted GCC clients, positioning the bank as a trusted partner for payroll and employee banking solutions. Client Onboarding & Engagement: Lead the onboarding process for new GCC clients, ensuring a smooth transition and high-quality client experience. Regularly engage with clients to understand their banking needs and liaison with product, proposition and fulfilment teams to provide tailored solutions. Generating Revenue and Increasing Wallet Share: Create opportunities with GCCs to cross sell and upsell banks products and services with the specific focus on wallet share expansion. Solution Design: Collaborate with product and proposition teams to develop and present customized solutions, including salary accounts, benefits, and exclusive banking products that meet the needs of GCC employees. Client Issue Resolution: Manage any issues or challenges faced by strategic stakeholders, working closely with fulfilment teams to ensure quick and effective resolutions. Reporting & Performance Analysis: Track performance metrics, prepare reports on new client acquisition, engagement levels, and revenue contribution, and analyze data to refine strategies.

Posted 1 week ago

Apply

2.0 - 6.0 years

4 - 8 Lacs

mumbai, new delhi, ahmedabad

Work from Office

PCG Advisor,B2B Franchisee Partner Alliance-Equity&Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target. _ Location: Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Bengaluru,Hyderabad, Chennai, Kolkata,Pune,Jaipur,Indore,Kochi

Posted 2 weeks ago

Apply

5.0 - 10.0 years

7 - 12 Lacs

new delhi, surat, thiruvananthapuram

Work from Office

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, 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location : - Calicut, Trivendrum, GOA, Delhi, Chennai,Hyderabad,Kolkata,Kochi,Mumbai

Posted 2 weeks ago

Apply

7.0 - 10.0 years

9 - 12 Lacs

new delhi, surat, thiruvananthapuram

Work from Office

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. 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications Should have great client management skills. Strong analytical skills to interpret market and business information Location - Trivendrum, Delhi, Vadodra, Pune, Mumbai,Hyderabad,Ahmedabad,Kolkata.

Posted 2 weeks ago

Apply

5.0 - 9.0 years

7 - 11 Lacs

kolkata, new delhi, vadodara

Work from Office

Postion - Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 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. 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. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) 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. Experience - 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Location - Delhi, Telangana, Vadodra, Trivendrum, Bengaluru , Hyderabad , Ahmedabad , Pune , Lucknow , Indore , Surat , Kochi , Coimbatore , Thane , Navi Mumbai

Posted 2 weeks ago

Apply

5.0 - 9.0 years

7 - 11 Lacs

vijayawada, new delhi, jaipur

Work from Office

1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6) Stakeholder Engagement: Present product strategies to partners and stakeholders, outlining plans, potential risks, and opportunities. 7) Client Engagement: Regularly meet with clients to understand their interests and preferences. 9) Feedback and User Communication: Solicit and incorporate feedback from various user groups including Asst ASMs/ RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding product changes. 10) Market Intelligence: Analyze competition through market intelligence, refining strategies accordingly. 11) Data Reporting: Collect market data and prepare reports for the Marketing and Leadership teams. 12) Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer.

Posted 2 weeks ago

Apply

2.0 - 3.0 years

4 - 5 Lacs

mumbai, new delhi, ahmedabad

Work from Office

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 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 - Ahemdabad, Delhi, Trivendrum, Hyderabad,Kolkata,Pune,Kochi,Indore, Jaipur,Bengaluru.

Posted 2 weeks ago

Apply

5.0 - 8.0 years

7 - 10 Lacs

hyderabad, ahmedabad, bengaluru

Work from Office

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

Posted 2 weeks ago

Apply

7.0 - 12.0 years

9 - 14 Lacs

kolkata, new delhi, vadodara

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), 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 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 : Telangana, Delhi, Vadodra,Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur Candidate profile : 1. Graduate Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

Posted 2 weeks ago

Apply

4.0 - 8.0 years

6 - 10 Lacs

agra

Work from Office

Regional Manager We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Educational Qualifications: Any graduation ,and MBA/PGDM Job Responsibilities: Monitoring and analysis of key data of the region allocated including sales figures, sales personnel, productivity ratios, client s work status and receivables. Accurately forecasts weekly, monthly, quarterly and yearly revenue streams. Identifying the opportunity & problem areas, preparing the action plan for achieving the key sales figures and presenting the sales reports. Actively driving and ensuring sale targetachievement, management of sales support function and timely work completion of customers. Recruit, develop & retain respective teams by formulating their development plans, meeting their training needs and communicating with them on a regular basis. Record performance metrics and monitoring key parameters to increase the overall productivity of the salespersonnel. Drive performance with incentive structure and sales promotion schemes. Collect market feedback and provide periodic updates to the management for formulation of policy & strategy. Penetrate all targeted accounts and originate sales opportunities for the company s products and services. Set up and deliver sales presentations, product/service demonstrations on daily basis withhis/her team. Ensure systematic follow-up with the client organizations to take the sales pitch to time boundclosure. Ensure that all payments are collected as per the company s payment terms. Ensure adherence to sales processes and requirements. Conduct performance review for his/her team on regular basis Skills Required: B2B , Acquisition Sales , Directing Teams , Client Attraction , Revenue & Profit Growth Candidate Attributes: MBA with 4+ yrs. of experience in Sales / Acquisition Hands on experience in building channel partners and in leading large team in Sales AcquisitionProcesses Build Rapport with team via consultative sales approach Strong listening, questioning and networking skills Report management/ analysis/alignment skills Preference for candidates with Team handling experience of 40+ individuals (at-least 3yr+ experience)

Posted 3 weeks ago

Apply

6.0 - 8.0 years

45 - 50 Lacs

noida, sector 142

Work from Office

Key Responsibilities: Own and drive revenue targets for the agency Identify new business opportunities and convert high-value clients Build and maintain strong relationships with CMOs, brand managers, and key decision-makers Pitch integrated media and advertising solutions tailored to client needs Collaborate with strategy, creative, and delivery teams to ensure client satisfaction Manage end-to-end sales cycle from prospecting to closure Prepare detailed sales forecasts, reports, and performance tracking Mentor and guide the junior sales or account teams Keep a pulse on industry trends, competitor activities, and client shifts Requirements: 6 - 8 years of experience in sales, with at least 4+ years in an advertising/media agency or a digital marketing firm Proven track record of meeting or exceeding revenue targets Excellent understanding of agency business models, media planning, and integrated marketing campaigns Strong network in the advertising and marketing community Excellent communication, negotiation, and presentation skills Ability to lead client meetings, close deals, and represent the agency with confidence Self-starter with a growth mindset and strategic thinking

Posted 3 weeks ago

Apply

4.0 - 6.0 years

4 - 8 Lacs

bengaluru

Work from Office

As a Sales Manager, you will be responsible for driving sales and generating revenue by selling our extensive range of interior designs This is a mid-level position requiring 4 to 6 years of experience in sales. Qualifications And Skills Proven experience as a Sales Manager in the interior design industry Excellent communication and negotiation skills Strong network of contacts in the industry Ability to understand client requirements and propose suitable design solutions Goal-oriented and self-motivated with a track record of meeting sales targets Ability to build and maintain strong relationships with clients and stakeholders Proficiency in using CRM software and other sales tools Knowledge of interior design trends, products, and technologies Bachelor's degree in Business Administration or a related field Roles And Responsibilities Manage the sales process from lead generation to closure, including identifying potential customers, conducting sales presentations, and negotiating contracts Build and maintain strong relationships with clients, architects, and interior designers to understand their needs and promote our design solutions Develop and implement sales strategies to achieve targets and expand market reach Collaborate with the design team to develop innovative design proposals that meet customer requirements Stay updated with industry trends and competitor offerings to provide valuable insights and recommendations to clients Track and analyze sales data to identify areas of improvement and optimize sales performance Prepare sales reports and forecasts to present to senior management Stay informed about the latest interior design trends, products, and technologies Skills:Sales and Sales management

Posted 3 weeks ago

Apply

6.0 - 8.0 years

12 - 15 Lacs

mumbai, ahmedabad

Work from Office

Job Type: Full-time About the role - Are you a self-driven sales leader ready to shape the growth story of a rising tech company in Indias real estate and BFSI ecosystem Were looking for a Sales & Business Development Lead to own client acquisition and relationship building with top BFSI players across India. This is a high-ownership role for someone who thrives on closing deals, building strategic partnerships, and working directly with CXOs and senior decision-makers in Banks and NBFCs. If you love connecting dots, understanding business pain points, and proposing tech-driven solutions this role is tailormade for you. What you will be doing Build strong relationships with senior officials across Banks, NBFCs, and Financial Institutions Pitch and position our AI-driven digital solutions for end-to-end loan lifecycle management (Agri, MSME, LAP, Retail Loans, Home Loans, etc.) Lead client interactions from first pitch to demo, POC, SLA/MSA, and commercial closure Act as a solution consultant understand the clients challenges, pain points, and design the right engagement approach Collaborate with internal product and tech teams to shape offerings that match client needs Travel for in-person meetings, demos, and follow-ups across regions as needed Own the full sales funnel from lead generation to onboarding and upselling Create strong collateral like pitch decks, solution overviews, and proposals Maintain long-term relationships with existing clients and drive account expansion Qualification A seasoned B2B sales professional with 68 years of experience, ideally selling to BFSI clients MBA in Sales, Marketing, or Business preferred Deep understanding of loan lifecycle management from origination to disbursement (LOS, credit checks, valuation, legal, compliance, etc.) Excellent communicator fluent in English and Hindi; Gujarati is a plus Highly organized, with the ability to multitask across multiple accounts Comfortable handling CXO-level conversations and enterprise solution selling Confident, resourceful, and self-motivated with a get-it-done mindset Willing to travel as needed to drive client acquisition and relationship management Must be willing to travel extensively Outstanding communication and interpersonal skills Well versed with key processes involved with the Loan Disbursement / Sanctioning System including working of Loan Origination System (LOS), checks required for authenticating the applicants credentials, In-Principal Approval, Title Search Report (TSR), Valuation, & Post Disbursement Documentation / Compliances Ability to generate revenue by identifying pain points and suggesting suitable solutions through products or services Great networking skills Resourceful, with outstanding research skills Intuitive and insightful, particularly regarding human behavior

Posted 3 weeks ago

Apply

1.0 - 2.0 years

3 - 4 Lacs

tiruppur, salem, coimbatore

Work from Office

The Business Development Manager is responsible for driving revenue growth by identifying new business opportunities, building and nurturing client relationships, and strategically positioning the company's products/services in target markets. This role involves comprehensive market research, lead generation, proposal development, negotiation, and collaboration with internal teams to achieve sales targets and expand market presence.

Posted 3 weeks ago

Apply

0.0 - 2.0 years

2 - 3 Lacs

mumbai, bengaluru

Work from Office

Position Introduction:- Generate revenue by demonstrating our product in Hamleys store and closing sales either over the phone or face-to-face.- Work with cutting-edge technology designed to reduce kids' screen time while making learning fun at an early age.- Successful candidates may have opportunities for training, leadership roles, and managing key business accounts. Responsibilities: Explain Miko Robot benefits to customers. Suggest suitable apps and features to the customers. Handling stocks. Coordinate within the teams. Provide daily sales reports and customer service. Meet monthly sales targets by demonstrating and selling the product in Hamleys store. Convert free app users into paid customers through emails, SMS, and direct sales. Requirements:- Good communication skills in English and regional language. Ability to plan and execute tasks. Persuasion and negotiation skills. Work well under pressure. Team player. Quick learner, detail oriented, and self motivated. Interest in marketing. Enthusiasm for technology. Location - oberoi mall (mumbai),R city mall(mumbai),UB City Bangalore (banglore), RBL Ham Millenium Mall MH (Pune).

Posted 3 weeks ago

Apply

5.0 - 9.0 years

7 - 11 Lacs

vijayawada, jaipur, delhi / ncr

Work from Office

Position - Areas Sales Manager, Investments & Third Party Financial Products Distribution 1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6) Stakeholder Engagement: Present product strategies to partners and stakeholders, outlining plans, potential risks, and opportunities. 7) Client Engagement: Regularly meet with clients to understand their interests and preferences. 9) Feedback and User Communication: Solicit and incorporate feedback from various user groups including Asst ASMs/ RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding product changes. 10) Market Intelligence: Analyze competition through market intelligence, refining strategies accordingly. 11) Data Reporting: Collect market data and prepare reports for the Marketing and Leadership teams. 12) Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer. Location - Delhi, Belgam, Vijaywada, Tiruchirappalli ,Raipur,Kolkata, Pune, Ahmedabad, Chandigarh, Varanasi,Chennai,Bengaluru,Hyderabad.

Posted 3 weeks ago

Apply

3.0 - 5.0 years

5 - 7 Lacs

mumbai, ahmedabad, surat

Work from Office

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,

Posted 3 weeks ago

Apply

7.0 - 12.0 years

9 - 14 Lacs

kolkata, mumbai, bengaluru

Work from Office

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. 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 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. 8.Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra

Posted 3 weeks ago

Apply

3.0 - 5.0 years

5 - 7 Lacs

mumbai, ahmedabad, surat

Work from Office

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,

Posted 3 weeks ago

Apply

5.0 - 8.0 years

7 - 10 Lacs

chennai, bengaluru, surat

Work from Office

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Bengaluru,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra

Posted 3 weeks ago

Apply

5.0 - 9.0 years

7 - 11 Lacs

varanasi, ahmedabad, surat

Work from Office

1) Drive a team of wealth manager to 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) Through team and self contribution 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) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

Posted 3 weeks ago

Apply

8.0 - 12.0 years

10 - 14 Lacs

mumbai, bengaluru

Work from Office

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH. Location : Delhi,Bengaluru,Mumbai,Hyderabad,Chennai,Kolkata,Ahmedabad

Posted 3 weeks ago

Apply

2.0 - 6.0 years

4 - 8 Lacs

mumbai, hyderabad, surat

Work from Office

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target. _ Location-Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

Posted 3 weeks ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies