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3.0 - 5.0 years
5 - 10 Lacs
ahmedabad
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 ov...
Posted 2 months ago
3.0 - 5.0 years
6 - 10 Lacs
rajkot
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 2 months ago
3.0 - 5.0 years
8 - 10 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 ov...
Posted 2 months ago
1.0 - 6.0 years
3 - 4 Lacs
thane
Work from Office
Stock Market (Dealing/Trading): Execute trades as instructed. Monitor live markets, price movements, and news updates. Maintain accurate trade records, P&L and reports. Assist in research and analysis of stocks Personal Assistance work as requires Required Candidate profile Knowledge of stock market platforms / trading terminals Presentable , Good communication /Organizational skills. Ability to multitask Personal Assistance: coordination, meetings, & admin support.
Posted 2 months ago
7.0 - 12.0 years
7 - 11 Lacs
mumbai
Work from Office
Outbound Sales Calls: Make calls to potential customers to promote and sell share market investment products and services. Follow up with leads generated via campaigns and marketing. Client Education: Educate customers about share market trends, investment benefits, and risk factors. Explain various financial instruments like equity, mutual funds, and demat accounts. Target Achievement: Meet or exceed daily, weekly, and monthly sales targets. Maintain a healthy conversion ratio through effective pitching and objection handling. CRM Management: Update all lead details, interactions, and status in the CRM tool accurately. Schedule follow-up calls and track responses. Compliance & Process Adher...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
2.0 - 7.0 years
4 - 7 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Retail- RM Advisor Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions....
Posted 2 months ago
9.0 - 14.0 years
5 - 15 Lacs
mumbai, panaji, mumbai suburban
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, mumbai (all areas)
Work from Office
- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 2 months ago
5.0 - 10.0 years
6 - 9 Lacs
ahmedabad
Work from Office
Skill 5-8 years of experience in sales- mutual funds and fixed income products Strong knowledge of financial markets Excellent communication, interpersonal & negotiation skills Ability to meet sales targets and handle a client portfolio independently
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
noida, lucknow, delhi / ncr
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
ludhiana, chennai, bengaluru
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
madurai, hyderabad, bengaluru
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
kolkata, indore, ahmedabad
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
pune, mumbai (all areas)
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
pune
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
ahmedabad
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
kolkata
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
hyderabad
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
bengaluru
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
madurai
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
ludhiana
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
chennai
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
lucknow
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 2 months ago
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