41 Job openings found

What you will do:   Acquisition of preferably existing & potential new Sub-broker / Franchise / IFA / channel partners  Handhold & work closely with the Sub broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives Deliver outstanding ...

The role involves identifying & empaneling CAs, Ex Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s, IPO’s, NCDs, Capital ...

Key Responsibilities:1. To acquire customers for Current Account, Savings Account Products of thebank, from a pool of potential individuals, small businesses, trusts associations,societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc.4. To retain customers through efficient customer ...

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Company Name: MOTILAL OSWAL PCG Advisor JD About this Job Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross ...

Company Name: MOTILAL OSWAL PCG Advisor JD About this Job Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross ...

Roles & Responsibilities: Engage and recruit 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 on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...

Job Description-1. New Client Acquisition2. Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD,Unlisted shares, IAP & other services offered by MOFSL)3. Revenue generation – revenue to be generated from the all the products from sourced accounts4. Client MeetingAchieving the Business targets assigned in terms ...

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for ...