Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
1.0 - 5.0 years
10 - 15 Lacs
Mumbai
Work from Office
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, 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. Location: Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune,Delhi, Vadodra, Vishakhapatnam, Trivendrum
Posted 2 days ago
8.0 - 12.0 years
10 - 20 Lacs
Mumbai
Work from Office
VP/ AVP NRI Desk , Pvt Client Group, Equity Broking 1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information 9) 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 3) Experience in handling B2C & B2B Location : - Telangana, Delhi, Trivendrum, Vadodra, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore
Posted 2 days ago
3.0 - 5.0 years
8 - 10 Lacs
Vadodara
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Vadodra, Delhi, Trivendrum, Kochi.Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai
Posted 2 days ago
5.0 - 7.0 years
8 - 10 Lacs
Chennai
Work from Office
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 Candiate Profile : 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications 4) Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Locations : Hyderabad & Telangan, South , Vadodra, Trivendrum,Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore
Posted 2 days ago
1.0 - 4.0 years
10 - 11 Lacs
Mumbai
Work from Office
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 - Mumbai, Ahmedabad, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Lucknow, Jaipur, Indore, Kochi, Trivendrum
Posted 2 days ago
1.0 - 5.0 years
8 - 15 Lacs
Varanasi
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 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 Skills : - Team Management, Wealth Management , Knowledge of - MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Product Location : - Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai
Posted 2 days ago
5.0 - 10.0 years
8 - 15 Lacs
Chennai
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), LAS, IPO, 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 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 9) Coordinate with Third Party Product Manufacturers, and all the stake holders. 10) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 11) Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance, location-hmedabad,Surat,Chennai,Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra
Posted 2 days ago
4.0 - 5.0 years
8 - 10 Lacs
Chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 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. Candidate Profile : 1. Should be from Equity Broking Industry with minimum of 4-5 Years of team handling experience in B2B viz. Partner Alliance (Franchisees, IFAs) 2. Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3. Need to have good communication skill. 4. Need to have ability to learn and update regularly on Capital Markets. 5. Desired to achieve sales target. Location - Mumbai, Ahmedabad, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Lucknow, Jaipur, Indore, Kochi, Trivendrum
Posted 2 days ago
5.0 - 9.0 years
3 - 5 Lacs
Bengaluru
Work from Office
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 impact on stock movements. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 10) Ensuring the highest level of service to the clients. 5 Years in a Commodity broking firm Location - Calicut, Trivendrum, GOA, Delhi, Surat,Ahmedabad,Bengaluru,Chennai, Hyderabad,Kolkata,Kochi,Mumbai.
Posted 2 days ago
2.0 - 5.0 years
4 - 9 Lacs
Ahmedabad
Work from Office
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. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : - Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum
Posted 2 days ago
3.0 - 8.0 years
4 - 6 Lacs
Dindigul, Theni, Thanjavur
Work from Office
1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers 2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients
Posted 2 days ago
3.0 - 8.0 years
3 - 6 Lacs
Pune
Work from Office
- Focusing and Achieving Monthly / Quarterly / Annually Operational Plan (Sales Target). - Responsible to achieve sales targets through secondary sales and enhance market share through Retailers. - Provide customers with the appropriate selection, sampling of products in response of their inquiries and provide quotations accordingly. - Build consumer/influencer connect as per the region to build brand awareness and generate leads for the Retailers / Dealers. - Managing Sales through Super Sales Software. - Responsible to maintain records of all sales leads and customer accounts in DMS. - Responsible to Deal with Consumer Complaints effectively upholding Company’s values. - Responsible to fill Questionnaire in Super Sales App for each Retailer, take feedback from retailers & share relevant information’s with Support Team at Head Office - Responsible for Daily Market visits to keep an eye on Market Status, Competitors activities, Scheme Activations. - Responsibility to handle BTL activities (Branding, Sampling and other promotional activities like Contractors Meet, Local Meets, Exhibitions etc.)
Posted 2 days ago
1.0 - 6.0 years
1 - 3 Lacs
Jalgaon, Sangamner, Malegaon
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 2 days ago
5.0 - 8.0 years
13 - 23 Lacs
Bengaluru
Work from Office
Job Summary Performs administrative and clerical support tasks for a sales team. Job Requirements Creating reports for the sales force regarding market conditions, labor costs, expense control, sales results, and team earnings. Responding to customer inquiries and providing customer service regarding products and services. Performing general administrative duties, including maintaining files, schedules and appointments, for the sales teams. Maintaining database and updating records of contacts, accounts and orders as required. Education IC - Typically requires a minimum of 5 years of related experience.Mgr & Exec - Typically requires a minimum of 3 years of related experience.
Posted 2 days ago
1.0 - 6.0 years
1 - 3 Lacs
Chiplun, Beed, Pune
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 2 days ago
7.0 - 12.0 years
0 - 1 Lacs
Telangana
Work from Office
Job Description :Purpose:As the G4S contract security program matures in India, there is significant opportunity to add a direct manager that oversees the operation and assist the customer. This document is a brief job description of roles and responsibilities, and can be adjusted as mutually agreed upon.General ResponsibilitiesThe National Account Manager NAM” directly supports the Corporate Security team. NAM’s oversee the organization's security operations, collaborate with governance, and provide insight on best practices.Act as single point of contact for G4S, for all the sites.Ensure KPI’sMSA are within compliance; develop corrective action for areas in need of improvement.Identify efficiencies and cost saving opportunities.Responsible to ensure proper invoicing accuracy, and limit invoice errors. • Responsible to ensure that all the compliance related to law of the land are adhered hundred percent across all the sites in India.Responsible to ensure correct and timely salaries are paid to resources deployed at UHG sites.Ensure services are provided as per scope of services provided in master service agreement.Provide operational support for contracted locations.Proactively engage in local operations, identify risks, and collaborate with local teams.Support special projects, disaster emergency responses, and additional service requests.Report as a clientemployee liaison during normal operations to include specialemergency services.Maintain compliance with company policies and procedures (G4S & UHG Policy). • Report foreseeable security service issues and identify areas of improvement. • Oversee daily workload for account managers assigned to various branches. • Identify, escalate and implement best practices across the region. • Audit support and execution.Carrying out other projects as directed by the Global Account Director and customer. Specific Duties and Essential FunctionsRoles and responsibilities are as follows, but not limited to:Daily Activities:Directly support constant change and growth of Corporate Security programs. • Constant collaboration, level setting expectations, and realignment with critical partners.Special projects and assignments from Corporate SecurityDaily Service OperationsAddress Staffing IssuesLevelsShort Term Requests (CoordinationOffice Communication)Financial Analysis (RequestsInput Financial Requests for Governance) • Local Office Communications (IssuesSTSRUpdatesKPI’s)Monitoring Emails (UHG, & G4S)Security Access IssuesUpdating SpreadsheetsTrackersIdentifying Gaps in Security ServicesWeekly Activities:Tour Completion ProgressRemoval of Services (CoordinationCommunication)Permanent Add Requests (Acquisitions)Site SupervisorsLeaders Communications & MeetingsStaffing Report to identify staffing levels and open posts with solution • AccessPatrol Badge UpdatesUpdating RatesHPWActive SitesRouting Equipment Requests
Posted 2 days ago
6.0 - 9.0 years
4 - 6 Lacs
Kanpur
Work from Office
Supervise field staff Ensure individual & team targets are met Work jointly with field staff for relationship management Prepare strategy for key account Ensure call effectiveness & productivity Effective management of distribution channel Required Candidate profile Minimum 6+ yrs of experience in pharma selling. Should have good relationship with doctors, stockiest. Must have a demonstrated ability to promote and sell goods, services and concepts, Team handling
Posted 2 days ago
1.0 - 6.0 years
1 - 3 Lacs
South Goa, Kolhapur, Karad
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 2 days ago
2.0 - 7.0 years
3 - 4 Lacs
Ahmedabad
Work from Office
Job Title: Student Support & Admission Officer / Inside Sales. Division/Department: Sales. Weekend Sat / Sun working. Purpose of the SSAO role: The Student Support Admission Officer (SSAO) is responsible for counselling, enrolling, onboarding and offering overall delightful journey to the students. As an SSAO, you are expected to: 1. Contribute towards revenue generation by working on the sales targets, by selling/up-selling/cross-selling the company's exclusive range of educational courses to the existing and prospective students and parents through personal counselling, telephone calls and emails and other means of communication. 2. Ensure collection of outstanding fee from parents within the specified time. 3. Ensure a smooth student journey from start to end at Aakash Institute by taking care of associated administrative activities. 4. Ensure a delightful customer service experience by developing a strong rapport with the Student & Parents and, addressing their concerns by offering a quick resolution. 5. Ensure adherence to internal processes and compliances. Qualification: 1. Must have bachelors degree. Interested may share CV at abhishekmrinal@aesl.in Contact Details:- 7428046478
Posted 2 days ago
2.0 - 7.0 years
3 - 4 Lacs
Surat
Work from Office
Job Title: Student Support & Admission Officer / Inside Sales. Division/Department: Sales. Weekend Sat / Sun working. Purpose of the SSAO role: The Student Support Admission Officer (SSAO) is responsible for counselling, enrolling, onboarding and offering overall delightful journey to the students. As an SSAO, you are expected to: 1. Contribute towards revenue generation by working on the sales targets, by selling/up-selling/cross-selling the company's exclusive range of educational courses to the existing and prospective students and parents through personal counselling, telephone calls and emails and other means of communication. 2. Ensure collection of outstanding fee from parents within the specified time. 3. Ensure a smooth student journey from start to end at Aakash Institute by taking care of associated administrative activities. 4. Ensure a delightful customer service experience by developing a strong rapport with the Student & Parents and, addressing their concerns by offering a quick resolution. 5. Ensure adherence to internal processes and compliances. Qualification: 1. Must have bachelors degree. Interested may share CV at abhishekmrinal@aesl.in Contact Details:- 7428046478
Posted 2 days ago
6.0 - 9.0 years
4 - 6 Lacs
Meerut
Work from Office
Supervise field staff Ensure individual & team targets are met Work jointly with field staff for relationship management Prepare strategy for key account Ensure call effectiveness & productivity Effective management of distribution channel
Posted 2 days ago
1.0 - 6.0 years
20 - 25 Lacs
Kolkata
Work from Office
Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 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. Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. Location:Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Delhi, Telangana, Vadodra, Trivendrum
Posted 2 days ago
5.0 - 8.0 years
8 - 10 Lacs
Navi Mumbai
Work from Office
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. Candidate Profile : 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat
Posted 2 days ago
3.0 - 5.0 years
8 - 10 Lacs
Bengaluru
Work from Office
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) 13) Handling NRI Clients for Equity Broking 14) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 15) Experience in handling B2C Location: Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra
Posted 2 days ago
7.0 - 12.0 years
5 - 15 Lacs
Kolkata
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: Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra
Posted 2 days ago
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