3 Opening(s)
1.5 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.00 LPA
Achieve given AUM and Revenue targets
Maintain relationships with the existing network of IFAs
Recruit potential new IFAs
Manage, recruit and drive the sales team for meeting efforts and performance targets.
Ensure highest servicing standard for IFAs in the areas of sales support,
query resolution, product training and client seminars
Build up team as per defined ...
4 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
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
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 ...
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 ...
5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
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 ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
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 ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
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 ...