15 Job openings found

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

  Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services  Manage existing clients and improve brokerage/AUM Achieve assigned monthly revenue and acquisition targets              

Key Deliverables Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services . New Client Acquisition & retention 5. Client Meeting.   Requirements: Educational Qualifications: Graduate Experience: 1+ Years’ experience in broking Domain Knowledge: Knowledge of ...

  Key Deliverables Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services . New Client Acquisition & retention 5. Client Meeting.   Requirements: Educational Qualifications: Graduate Experience: 1+ Years’ experience in broking Domain Knowledge: Knowledge of ...

Key Deliverables Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services . New Client Acquisition & retention 5. Client Meeting. Requirements: Educational Qualifications: Graduate Experience: 1+ Years’ experience in broking Domain Knowledge: Knowledge of ...

  New Client Acquisition Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Revenue generation – revenue to be generated from the all the products from sourced accounts Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing ...

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...