2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Handle end-to-end trade clearing and settlement for equity, derivatives, and other financial instruments
Ensure timely and accurate trade confirmation, reconciliation, and settlement processing
Coordinate with custodians, clearing members, exchanges, and internal teams
Monitor daily obligations and ensure funds/securities availability
Resolve settlement discrepancies, breaks, and exceptions
Maintain records and ensure compliance with exchange and regulatory guidelines
Manage ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
Description:
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) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
5 Opening(s)
0 To 6.0 Year(s)
1.80 LPA TO 4.00 LPA
Handle end-to-end recruitment for BFSI positions across Banking, NBFC, Insurance, Broking, and Financial Services sectors
Source candidates through job portals, LinkedIn, references, and database hiring
Screen, shortlist, and schedule candidates for interviews
Coordinate with clients and candidates throughout the hiring process
Understand client requirements and close positions within timelines
Maintain recruitment MIS, candidate database, and ...
15 Opening(s)
1.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 6.50 LPA
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 ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager