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 ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 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 & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 18.00 LPA
Manage overall branch banking operations and performance
Drive business growth across CASA, liabilities, assets, insurance, and wealth products
Achieve branch sales and revenue targets
Lead, train, and manage branch staff and sales teams
Acquire new customers and deepen existing customer relationships
Ensure excellent customer service and grievance handling
Monitor branch profitability, productivity, and operational efficiency
Ensure compliance ...
7 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 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 ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Export Finance
- Liability Products
- Casa Acquisition
- Cross-selling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Portfolio Deepening
- Banking Sales
- Lead Generation