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2.0 - 5.0 years
5 - 9 Lacs
pune
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 ...
Posted 20 hours 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 clie...
Posted 20 hours ago
2.0 - 3.0 years
6 - 7 Lacs
mumbai
Work from Office
1) The candidate will be responsible for Demat & Trading account opening, 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)...
Posted 20 hours ago
7.0 - 10.0 years
7 - 10 Lacs
surat
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 Su...
Posted 20 hours ago
8.0 - 13.0 years
25 - 30 Lacs
bengaluru
Work from Office
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 in...
Posted 20 hours ago
7.0 - 12.0 years
15 - 30 Lacs
hyderabad
Work from Office
SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the cl...
Posted 20 hours ago
1.0 - 2.0 years
3 - 5 Lacs
ahmedabad
Work from Office
1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.
Posted 20 hours 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 ag...
Posted 20 hours ago
5.0 - 10.0 years
8 - 15 Lacs
mumbai
Work from Office
1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, 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, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to m...
Posted 20 hours 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 join...
Posted 20 hours ago
8.0 - 13.0 years
10 - 15 Lacs
bengaluru
Work from Office
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...
Posted 20 hours 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...
Posted 20 hours ago
5.0 - 8.0 years
5 - 15 Lacs
bengaluru
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...
Posted 20 hours ago
5.0 - 10.0 years
5 - 10 Lacs
bengaluru
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 1) Minimum 5 Years in sales of Seconday ...
Posted 20 hours ago
2.0 - 4.0 years
7 - 9 Lacs
hyderabad
Work from Office
Executive / Sr. Executive /Associate / Sr. Associate,IFD/ IFA Channel 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...
Posted 20 hours ago
2.0 - 4.0 years
4 - 9 Lacs
mumbai
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 ...
Posted 20 hours ago
5.0 - 7.0 years
8 - 10 Lacs
kochi
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...
Posted 20 hours 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 join...
Posted 20 hours ago
8.0 - 13.0 years
10 - 15 Lacs
hyderabad
Work from Office
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...
Posted 20 hours ago
5.0 - 10.0 years
2 - 3 Lacs
kolkata
Work from Office
sales processes, manages sales data, and ensures the sales team operates efficiently to support business growth.
Posted 20 hours ago
4.0 - 8.0 years
5 - 9 Lacs
kolkata
Work from Office
Job Description: Area Business Managers (Branded) JOB SUMMARY/ PURPOSE: The incumbent will be responsible for: Achievement of budgeted sales targets for the area through the development & channelizing the efforts of the team of field officers, ensuring customer (KOLs, other Doctors and chemists) development, products, markets and through effective implementation of marketing programs PRINCIPAL ACCOUNTABILITIES: 1. Achievement of Budgeted Sales Targets Achievement of overall Monthly Sales Targets leading to achievement of Annual Sales Targets Achievement of Brand-wise Sales Targets esp. for Thrust Brands Ensuring achievement of targets by each FO territory and maximizing productivity Improve ...
Posted 20 hours ago
5.0 - 7.0 years
6 - 9 Lacs
patna
Work from Office
Job Summary We are seeking a highly driven and result-oriented Regional Sales Manager to lead our sales operations in the assigned region. The candidate will be responsible for developing and executing regional sales strategies, managing the sales team, achieving revenue targets, and driving market growth while maintaining strong customer relationships. Key Responsibilities Develop and implement sales strategies to achieve business targets for the assigned region. Manage, mentor, and motivate the regional sales team to enhance performance and productivity. Identify new business opportunities and expand market presence. Build and maintain strong relationships with key clients, distributors, a...
Posted 20 hours ago
5.0 - 7.0 years
6 - 9 Lacs
ranchi
Work from Office
Job Summary We are seeking a highly driven and result-oriented Regional Sales Manager to lead our sales operations in the assigned region. The candidate will be responsible for developing and executing regional sales strategies, managing the sales team, achieving revenue targets, and driving market growth while maintaining strong customer relationships. Key Responsibilities Develop and implement sales strategies to achieve business targets for the assigned region. Manage, mentor, and motivate the regional sales team to enhance performance and productivity. Identify new business opportunities and expand market presence. Build and maintain strong relationships with key clients, distributors, a...
Posted 20 hours ago
5.0 - 7.0 years
6 - 9 Lacs
noida
Work from Office
Job Summary We are seeking a highly driven and result-oriented Regional Sales Manager to lead our sales operations in the assigned region. The candidate will be responsible for developing and executing regional sales strategies, managing the sales team, achieving revenue targets, and driving market growth while maintaining strong customer relationships. Key Responsibilities Develop and implement sales strategies to achieve business targets for the assigned region. Manage, mentor, and motivate the regional sales team to enhance performance and productivity. Identify new business opportunities and expand market presence. Build and maintain strong relationships with key clients, distributors, a...
Posted 20 hours ago
5.0 - 7.0 years
6 - 9 Lacs
siliguri
Work from Office
Job Summary We are seeking a highly driven and result-oriented Regional Sales Manager to lead our sales operations in the assigned region. The candidate will be responsible for developing and executing regional sales strategies, managing the sales team, achieving revenue targets, and driving market growth while maintaining strong customer relationships. Key Responsibilities Develop and implement sales strategies to achieve business targets for the assigned region. Manage, mentor, and motivate the regional sales team to enhance performance and productivity. Identify new business opportunities and expand market presence. Build and maintain strong relationships with key clients, distributors, a...
Posted 20 hours ago
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