5 Wealth Generation Jobs

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. 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. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must. Aware about the diverse investment products and well updated with the market information Ability to co-ordinate with team member. Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment. To handle the assigned clients in a very effective and seamless manner. To improve and maintain the client activity ratio by activating clients across the segments Preferred candidate profile 1.Good comm skills and presentable. 2.Need a stable candidate. 3.Some one who is handling HNI/UHNI client Base 4.Should have knowledge in punching order + cross sales Perks and benefits Lucrative Incentivized profile. Interested candidates send me resume to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. 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. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must. Aware about the diverse investment products and well updated with the market information Ability to co-ordinate with team member. Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment. To handle the assigned clients in a very effective and seamless manner. To improve and maintain the client activity ratio by activating clients across the segments Preferred candidate profile 1.Good comm skills and presentable. 2.Need a stable candidate. 3.Some one who is handling HNI/UHNI client Base 4.Should have knowledge in punching order + cross sales Perks and benefits Lucrative Incentivized profile. Interested candidates send me resume to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. 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. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must. Aware about the diverse investment products and well updated with the market information Ability to co-ordinate with team member. Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment. To handle the assigned clients in a very effective and seamless manner. To improve and maintain the client activity ratio by activating clients across the segments Interested candidates send me resume to vinith.yadav@branch.sharekhan.com or whatsApp-7338112258

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and products. This role requires excellent communication skills, a strategic mindset, and the ability to lead and manage a team effectively. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Ensure exceptional client service by addressing client needs and concerns promptly and effectively. Develop and maintain strong, long-term relationships with clients. Team Leadership and Management: Lead, mentor, and manage a team of relationship managers. Foster a collaborative and high-performance team environment. Ensure team members achieve their individual and team goals. Business Development: Leverage an existing client base to identify and pursue new business opportunities. Develop and implement strategies to attract and retain clients. Drive wealth generation opportunities through innovative financial solutions. Financial Expertise: Provide expert advice on financial investments and products. Stay up-to-date with market trends and regulatory changes. Develop and present financial plans and investment strategies to clients. Performance Management: Set performance targets for the team and monitor progress. Implement a fast-track promotion and increment plan for exceptional performance. Manage and report on key performance indicators (KPIs). Communication and Interpersonal Skills: Exhibit excellent verbal and written communication skills. Demonstrate strong interpersonal skills to build rapport with clients and colleagues. Ensure clear and transparent communication within the team and with clients. Incentive Programs: Participate in attractive incentive programs based on performance. Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs). Enjoy competitive compensation with additional rewards for achieving targets. Qualifications: Minimum of 5 years of experience as a Senior Relationship Manager. Undergraduate degree is required; MBA is advantageous Should have NISM V-A and NISM XXI certifications Proven track record of managing a client base and delivering exceptional client service. Strong knowledge of financial investments and products. Excellent communication, analytical, and presentation skills. Demonstrated team management and leadership experience. Preference will be given to female candidates to promote diversity and inclusion.

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and products. This role requires excellent communication skills, a strategic mindset, and the ability to lead and manage a team effectively. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Ensure exceptional client service by addressing client needs and concerns promptly and effectively. Develop and maintain strong, long-term relationships with clients. Team Leadership and Management: Lead, mentor, and manage a team of relationship managers. Foster a collaborative and high-performance team environment. Ensure team members achieve their individual and team goals. Business Development: Leverage an existing client base to identify and pursue new business opportunities. Develop and implement strategies to attract and retain clients. Drive wealth generation opportunities through innovative financial solutions. Financial Expertise: Provide expert advice on financial investments and products. Stay up-to-date with market trends and regulatory changes. Develop and present financial plans and investment strategies to clients. Performance Management: Set performance targets for the team and monitor progress. Implement a fast-track promotion and increment plan for exceptional performance. Manage and report on key performance indicators (KPIs). Communication and Interpersonal Skills: Exhibit excellent verbal and written communication skills. Demonstrate strong interpersonal skills to build rapport with clients and colleagues. Ensure clear and transparent communication within the team and with clients. Incentive Programs: Participate in attractive incentive programs based on performance. Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs). Enjoy competitive compensation with additional rewards for achieving targets. Qualifications: Minimum of 5 years of experience as a Senior Relationship Manager. Undergraduate degree is required; MBA is advantageous Should have NISM V-A and NISM XXI certifications Proven track record of managing a client base and delivering exceptional client service. Strong knowledge of financial investments and products. Excellent communication, analytical, and presentation skills. Demonstrated team management and leadership experience. Preference will be given to female candidates to promote diversity and inclusion.