10 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.50 LPA TO 5.15 LPA
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 ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 6.00 LPA
The AAM / PAM will be responsible for acquiring new customers, opening CASA accounts, and cross-selling banking products like FD, RD, insurance, and loans. The role involves field sales + branch coordination to achieve business targets.
✅ Acquisition of new CASA accounts (Savings & Current Accounts) ✅ Field visits for sourcing ...
5 Opening(s)
1.0 Year(s) To 6.0 Year(s)
3.50 LPA TO 6.00 LPA
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 ...
6 Opening(s)
2.0 Year(s) To 9.0 Year(s)
4.50 LPA TO 8.50 LPA
Acquire quality Current Accounts Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Commission and Rates to be fixed in the system.
Activate the first trade transaction.
Explore the potential of various trade ...
- Trade Finance
- International Trade
- Casa
- Forex Sales
- Foreign Exchange Services
- Trade Products
- Forward Contracts
- Letter Of Credit
- Bank Guarantee
- Travel Cards
- Customer Acquisition
- Client Relationship Management
- Kyc Compliance
- Aml Guidelines
- Rbi Regulations
- Cross Selling
- Sales Targets
- Business Development
- Customer Retention
- Trade Advisory
- Corporate Banking
- Revenue Generation
- Trade Remittance
- Banking Sales
- Relationship Management
5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.25 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.25 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
10 Opening(s)
5.0 Year(s) To 15.0 Year(s)
7.00 LPA TO 16.00 LPA
Roles & Responsibilities:
Increasing the client base, revenue and market share in the branch.
Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network.
Ensuring Dealer Productivity is as per the defined standards
Manage relationships across the set of HNI clients and Corporate investors
Cross ...
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 ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 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 & ...
15 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
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 ...