49 Job openings found

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 ...

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...

  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 ...

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 ...

Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined ...

Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined ...

The role entails direct customer interaction and is responsible for business acquisition of current accounts/Saving Account for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role ...

Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined ...

Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined ...