24 Job openings found

As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction. Key Responsibilities: Acquire new clients ...

  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              

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...

  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 ...

Working with business teams and Product team Single point of contract person for Operational work Well versed with all products Vis Broking, DP, TPP, Unlisted, MF etc. Addressing internal queries, data requirements and escalations   Key Skills: Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc. Experience in Equity, F&O, Commodities, NSDL and CDSL ...

  Onboarding – account setup with proper Due diligence AP registration Exchange co-ordination and setup Payout management – Processing and payment Deposit Management Marketing support, Product support GST calculation and co-ordination Key Skills Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc. Experience in Equity, F&O, Commodities, NSDL and CDSL exposure - operations Experience in working in Broking ...

    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 ...

  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, ...

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 ...

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 ...