49 Job openings found

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire ...

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 ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and other TPP products Manage ...

    New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services   offered  by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced ...

Drive Insurance Sales through various business and distribution channels. Build and maintain strong relationships with HNI and retail clients. Provide advisory solutions across Life, Health, and General Insurance. Cross-sell and up-sell insurance products to existing wealth and broking clients. Achieve monthly, quarterly, and annual business targets. Act as a trusted advisor by understanding client financial ...

  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 ...