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4.0 - 7.0 years

6 - 10 Lacs

Coimbatore

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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: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Skills Required: B2B , Directing Teams , Client Servicing , Field sales , Direct Sales , Revenue Generation Candidate Attributes: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

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3.0 - 6.0 years

5 - 8 Lacs

Mumbai

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Regional Manager The position holder shall be responsible for Managing channel sales partners to help drive paid supplier acquisition and then maintaining regular partnership to ensure desire productivity to maximize sales number 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 target achievement, 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 productivityof the sales personnel. 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 with his/her team. Ensure systematic follow-up with the client organizations to take the sales pitch to time bound closure. 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: Acquisition Sales , B2B , Directing Teams Candidate Attributes: MBA with 3+ yrs. of experience in Sales / Acquisition Quick thinking and problem-solving skills Excellent verbal communication skills Excellent active listening skills Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer. Preference for candidates with Team handling experience of 20+ individuals (at-least 3yr+ experience)

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2.0 - 5.0 years

4 - 7 Lacs

Hassan, Kollegal, Bengaluru

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ROLE PURPOSE & OBJECTIVE Actively drive acquisition of customers for unsecured loans (GL and unsecured IL). Enable conversion of existing borrowing customers for liabilities. Ensure that Family banking products are actively cross sold to family members and referrals of existing customer. Undertake initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Maintains process quality & ensures adherence to internal audit standards. Management of all the reporting staff. Closure of Audit points and maintaining threshold on "Needs Improvement" and "Unsatisfactory" branches. Timely disbursement of sanctioned loans. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Monitors branch performance in MB unsecured and secured loans along with ACRM Responsible for acquiring new GL customers; conversion of customers from unsecured to secured loans Key person for scaling up Family Banking in branch. Executes the sales plans for the branch for acquisition of accounts and term deposits for family member and referrals of group loan and unsecured individual loan customers Set weekly/monthly targets for the team, reviews the set targets on a regular basis Guide the CROs to enable conversion of existing borrowing customers for liabilities Execute the marketing initiatives designed by products & marketing department Assess the market potential and give feedback on product modification and new product development to the regional product teams Share insights on competitor products to the regional product/marketing teams Customer Ensure customers and CROs are educated about the unsecured loans and liabilities products offered by Ujjivan Resolve customer queries/grievances (pertaining to GL, unsecured IL, liabilities) escalated from the CROs within specified time frame Internal Process Oversee collection of documents for account opening in strict adherence to KYC norms Keep abreast of the changes in policies and guidelines by RBI, ensures his/her team is educated on the changes to ensure strict adherence Responsible for correct storage of client information and any other documentation inclusive internal reports, memos etc. Oversee follow-ups with overdue customers to collect the payments Conduct customer house visits, cross verify the documents and details in the Customer Profile forms (CPF) and Loan Application forms (LAF), conduct Group Recognition Training (GRTs) Perform visits to the Center meetings to check whether they are as per scheduled time and day. Ensure CROs deposit center meeting cash at the nearest or collocated BCs. Timely disbursement of sanctioned loans closure of Audit points and Maintaining threshold on "Needs Improvement" and Unsatisfactory" branches. Implementation of products pertaining to Government business. To ensure adherence to minimum number of House visits and center visits for the month. Learning & Innovation Coach the branch staff on unsecured loans products to drive targets and support them in conversion of existing customers for deposit products Resolve queries and escalations from the team in a well-defined timeframe Ensure adherence to training man-days/ mandatory training programs for self and reportees Ensure goal-setting, midyear -review and annual appraisal process happens within specified timelines for self and reportees Monitor timely completion of mandatory courses of the staff Monitor timely completion of mandatory annual leave of the staff. Educational Qualifications Graduate in Commerce/Business/Economics or related subjects with good analytical and sales skills to be considered. Experience Preferred experience of 2-4 years in banking, sales or collection 2-4 years of experience in MFI sales & team handling experience Functional Skills Knowledge on unsecured products Basic Computer knowledge (MS Office, Outlook) / Ease of technology usage Basic knowledge of accounting and finance administration desirable Is fluent in the local languages and has a working knowledge of English Knowledge of KYC/AML norms and other guidelines for liabilities Behavioral Skills Multiple product selling skills Willingness to travel & relocation as per business requirements and career opportunities Interpersonal skills Ability to interface (orally and in writing) with all levels of associates and customers Ability to manage teams and drive performance Training skills Location: Bengaluru,Hassan,Kollegal,Magadi,Yelahanka

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2.0 - 4.0 years

4 - 6 Lacs

Bengaluru

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What youll do Your day-to-day would involve talking to e-commerce business owners globally(mid-market & enterprises), understanding their problems & helping them understand how our product improves their lives. Youll be responsible for taking up product demos and closing deals to get the $$ in via online and offline meetings(this role would require you to travel for offline meetings to crack those big logos). Writing creative cold emails/Linkedin messages which truly break through the noise (we've tried some wacky stuff in the past, we take this a little overboard). Playing the role of a trusted product advisor over sales demos to show customers how our product improves their lives. Keeping your ears to the ground to collect customer feedback and forming a pipe for regular flow of customer insights to the product team. Building the backbone for our sales process to scale for the next stage of growth. What makes you a good fit Your childhood dream was to sell ice to an eskimo (brownie points if you've tried it). You have 2+ years of experience doing Mid-market/enterprise sales(closing deals in the international market) at a SaaS startup. You have stories of selling stuff to people (this could even be concert tickets, sports cards or something you made). You have a way with words and have a collection of the best cold emails you've seen and written. You have a genuine interest in conversations with people.

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7.0 - 9.0 years

7 - 8 Lacs

Mumbai, West Malad

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8+ years of experience in business development, sales, or account management within the pharmaceutical industry, with a strong focus on Finished Dosage Forms (FDF).Proven track record of successfully leading business development efforts, including negotiating large contracts and securing long-term partnerships. Strong understanding of the pharmaceutical manufacturing process, regulatory requirements, and market dynamics for FDF. Demonstrated ability to develop and implement strategic plans that lead to measurable business growth. Strong communication, negotiation, and presentation skills, with the ability to influence decision-making at all levels. Excellent problem-solving skills and the ability to work effectively under pressure. Collaborative and dynamic work environment with ample opportunities for professional growth and development.

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5.0 - 9.0 years

12 - 15 Lacs

Varanasi, Ahmedabad, Surat

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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 Candidate profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location-Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

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5.0 - 8.0 years

6 - 8 Lacs

Ahmedabad, Chennai, Surat

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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

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5.0 - 9.0 years

4 - 5 Lacs

New Delhi, Ahmedabad, Surat

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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 and 9) 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 : Calicut, Trivendrum, GOA, Delhi,Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

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5.0 - 10.0 years

2 - 5 Lacs

Panvel, Navi Mumbai

Hybrid

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5+ years exp in Building Material/ Ply/ Laminates/ Glass/ ACP/ HPL/ Paint Based in Navi Mumbai/ Panvel Dealer Distributors, Channel Sales Mgt Job Descriptions: Maintain a Daily MIS report along with other weekly reports to track the Business activities - Prepare action plans and schedules to achieve specific targets Target Industries. Ensuring timely collection of payments Develop plan to achieve monthly target Market Expansion/ New Markets: Developing new markets and new areas of business growth looking for business opportunities with the channel partners for more extraction and addressability. Establishing strategic alliances / tie-ups with financially strong and reliable channel partners keeping terms clearly defined, resulting in deeper market penetration. Identification of potential opportunities so that sale could be derived and hence registered strong brand presence in the market. New business development from existing and new customers. Responsible for the sales performance - driving volumes and distribution targets for the new product category in the respective territory. Projects as well as for retail sales, Sales planning and new Client identification for Wood adhesive in assigned territory. Responsible for the business targets of the territory Should be confident enough to handle channel sales & distributor sales activity. Strong Connects with the Architects/ Builders. Contractors Please share CV: recruitment@vivaacp.com

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2.0 - 5.0 years

4 - 7 Lacs

Bengaluru

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The Solution Center Team plays a crucial role in driving customer growth and enhancing customer experience for the Enterprise and Distribution Channel business unit. With over 400 dedicated professionals, the team offers global support, helping customers and distributors engage with TE Connectivity, providing expert technical advice and delivering high-quality business opportunities. As a Sales Development Representative, you'll qualify new business opportunities, assess customer needs, and collaborate with the sales team to ensure seamless transitions. You'll help promote TE Connectivity s solutions and contribute to expanding our customer base. Responsibilities: Reach out to potential customers from MQLs (Marketing qualified leads) and other sources via outbound calls, emails, and other channels to assess their technical requirements and challenges. Gather key project details such as scope, timelines, decision-makers, and fit for TE solutions, focusing on identifying pain points. Communicate qualified opportunities to the sales team with comprehensive background information to ensure smooth handoffs. Provide exceptional customer service by understanding customer needs and identifying where TE solutions can add value. Present and promote TE Connectivity s products and services to drive interest and generate new opportunities. Collaborate with internal teams (sales, engineering, customer care) to resolve customer inquiries and ensure timely support. Engage with new customers to expand the customer base and drive revenue growth by promoting TE s portfolio. Skills & Qualification: Business degree (equivalent experience considered) / B.E / B.Tech in Engineering (EEE, ECE, Mechanical, or related field) Proven experience in technical sales with a focus on customer engagement and problem-solving. Strong problem-solving, communication, and organizational skills. Self-motivated, team-oriented, and proactive with a passion for exceptional customer experience.

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5.0 - 9.0 years

10 - 15 Lacs

Mumbai, New Delhi, Chennai

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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. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field. Location - Vadodara, , Trivendrum, Delhi, Vishakhapatnam,Chennai, Hyderabad, Bengaluru,Kolkata,Kochi,Pune.

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1.0 - 4.0 years

6 - 10 Lacs

Hyderabad, Ahmedabad, Bengaluru

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1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Bengaluru,Hyderabad,Kolkata,Pune,Lucknow,Jaipur,Indore,Kochi

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5.0 - 8.0 years

8 - 12 Lacs

Chennai, Surat, Bengaluru

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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

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1.0 - 5.0 years

10 - 20 Lacs

Chandigarh, Hyderabad, Bengaluru

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1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Location: Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

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5.0 - 7.0 years

8 - 10 Lacs

Mumbai, New Delhi, Vadodara

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1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, c oaching, 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. Location : Delhi, Vadodra, Vishakhapatnam, Trivendrum, Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune Candiate Profile : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field

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3.0 - 6.0 years

8 - 10 Lacs

Mumbai, Chennai, Bengaluru

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1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, 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 HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

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2.0 - 6.0 years

2 - 6 Lacs

New Delhi, Chennai, Ahmedabad

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Position - 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. Skills Experience - 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B2B Experience in handling Partner Allaince (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 - Delhi, Ahemdabad, Trivendrum,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi.

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8.0 - 13.0 years

20 - 30 Lacs

Mumbai, New Delhi, Hyderabad

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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 - Telangana, Delhi, Trivendrum, Vadodara,Hyderabad,Kolkata,Ahmedabad, Kochi,Coimbatore,Pune,Indore.

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1.0 - 4.0 years

3 - 7 Lacs

Mumbai

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Job Responsibilities Make the first connect, pitch to client making them aware about AGR services and fix meeting with BD manager. Establishing contact with key decision makers (CXOs / Managing Directors / Partners) across the globe to introduce the services offered by AGR. Setting up meetings and conference calls by cold calling & generating leads for BD manager. Sourcing and mining contacts from various business directories and websites. Attending sales call with BD manager and preparing meeting notes, prospect follow ups, preparing marketing collaterals & proposals. Well-versed with all pre-sales support functions including designing, launching, and managing email/ tele-calling/ direct mail campaigns, developing prospect lists, and proactively creating business opportunities. Personal Attributes: Nimble and quick witted, smart to recognize situations and proactively propose options. High on accountability & Ownership Possess eye for details and yet sees how tasks relate to the larger organization vision. Exceptionally strong people person, able to manage self-surroundings Ego state. Makes new mistakes & learns from the past experiences. A ball of energy, agile, with lot of passion to make an impact in organization development. Independently maneuvers through issues meeting deadlines without compromise on quality. Role Classification Establishing contact with key decision makers (CXOs / Managing Directors / Partners) across the globe , Onboarding, Data Mining, Enhancing the online platform , Increasing the digital footprint & designing, launching market campaigns. Experience Should have 1-4 years of international cold calling / outbound sales experience

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2.0 - 6.0 years

4 - 8 Lacs

Bengaluru

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What youll do Your core job is to own our customer relationships , make them successful and fans of BiteSpeed. Tracking product adoption for our enterprise customers, ensuring they are getting maximum value leading to upsells and expansion revenue. Becoming a trusted product advisor for our customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed. Managing cross-sells for new products and renewals , owning expansion revenue at an account level. Building the playbook for our customer success function to scale for the next stage of growth. What makes you a good fit You care about delivering a service experience that parallels a Michelin star Italian restaurant. You genuinely like helping people and making them successful. You have 2+ years of experience managing mid market accounts & at a SaaS startup. You have a genuine interest in conversations with people from different backgrounds to learn about their lives.

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5.0 - 10.0 years

8 - 15 Lacs

Mumbai, Thane, Ahmedabad

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1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) 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 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and BA on regular basis 6) 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 7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory 8) 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 Location: Mumbai,Thane,Navi Mumbai,Ahmedabad,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Surat,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum

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2.0 - 6.0 years

7 - 9 Lacs

Ahmedabad, Vadodara, Thiruvananthapuram

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1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) 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.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications 4) 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 Location : Telangana, Vadodra, Trivendrum,Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore

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8.0 - 12.0 years

20 - 25 Lacs

Hyderabad, Chennai, Bengaluru

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1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees 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, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Location: Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Delhi, Telangana, Vadodra, Trivendrum

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5.0 - 9.0 years

10 - 15 Lacs

Ahmedabad, Vadodara, Thiruvananthapuram

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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. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field. Location - Vadodara, , Trivendrum, Delhi, Vishakhapatnam,Chennai, Hyderabad, Bengaluru,Kolkata,Kochi,Pune.

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5.0 - 8.0 years

5 - 15 Lacs

Ahmedabad, Surat, Bengaluru

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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,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi 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.

Posted 11 hours ago

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