20 Job openings found

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

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 ...

  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 ...

Make outbound calls to prospective customers and leads generated through digital campaigns, referrals, events, and promotions. Educate customers about Gauneeti's A2 Milk, A2 Bilona Ghee, dairy products, wellness products, and subscription plans. Convert inquiries into trial orders, subscriptions, and repeat purchases. Follow up with existing customers to increase retention and cross-selling opportunities. Maintain customer ...

  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 ...

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 ...