49 Job openings found

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 & ...

Drive Insurance Sales through various business and distribution channels. Build and maintain strong relationships with HNI and retail clients. Provide advisory solutions across Life, Health, and General Insurance. Cross-sell and up-sell insurance products to existing wealth and broking clients. Achieve monthly, quarterly, and annual business targets. Act as a trusted advisor by understanding client financial ...

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 ...

    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, ...

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 ...

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 ...

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 ...

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 ...

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 ...