VP / SVP - HNI Desk Anand Rathi Share and Stock Brokers Ltd

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a seasoned broking professional, you will be responsible for driving HNI/UHNI client acquisition with a strong focus on brokerage revenue and TPP sales. Your role will involve leading and scaling a high-performing team of Relationship Managers and Dealers, supported by robust portfolio advisory capabilities. It is essential to demonstrate proven stability (3+ years in the current firm) and the skill to develop business from a zero-client base. You will be expected to onboard and manage a team of 7+ members while achieving defined revenue Key Result Areas (KRAs) with a breakdown of 60-70% from brokerage and 30-40% from TPP sales. Key Responsibilities: - Drive HNI/UHNI client acquisition wi...

Posted 1 month ago

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CEC - Unit Manager - Inbound-Contact Centre Inbound Kotak Life Insurance

5.0 - 10.0 years

7 - 12 Lacs

Noida

Work from Office

Job Role Responsible for management of the Inbound teams for Liabilities/Assets or Cards Partnering & collaborating with sponsoring business Verticals for new mandates Meeting Budgeted Productivity and Cost to Income ratios as per Service level agreements with Principals. Ensuring superior service & sales delivery for a range of diverse financial services in a highly quality focused and challenging environment. Strategize and implement procedures and policies to ensure high quality customer experience. Ensuring strict adherence to the internal control & monitoring processes for ensuring timeliness, quality and standards as per the bank requirements. Maximization of opportunity arising out of...

Posted 6 months ago

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Retail Trainer - Pune Motilal Oswal Financial Services (MOFSL)

5.0 - 8.0 years

5 - 8 Lacs

Pune

Work from Office

Job Purpose As a Business & Product Trainer, you will play a vital role in equipping our employees with the knowledge and skills necessary to effectively represent and promote our products, software and solutions. The primary focus of this role will be on providing product knowledge, sales techniques, and industry insights to enhance the capabilities of our sales and Advisors across verticals. Key Deliverables 1. Handholding the New employees, ensuring their productivity and focus on Attrition control 2. Conducting Training for internal Employees on products, process and skill development 3. Providing Training to the Employees especially Advisory & Sales 4. Sharing information about Equity, ...

Posted 6 months ago

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