3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.00 LPA
Manage assigned bank branches/POS and generate business through channel partners
Drive Demat account opening, margin funding & broking revenue
Conduct client meetings, branch visits & partner training sessions
Ensure client activation and first trade conversions
Support branches with sales activities, campaigns & product awareness
Requirements:
Graduate / MBA preferred
Minimum 2+ years experience in BFSI / Broking ...
- Equity
- Securities
- Wealth
- Broking
- ### Key Skills: Channel Sales
- Broking
- Demat Acquisition
- Client Relationship Management
- Revenue Generation
- Capital Markets
- Banking Sales
- Partner Management
- Financial Products
- Customer Acquisition
- Client Activation
- Cross Selling
- Lead Generation
- Sales Management
- Communication Skills
- Presentation Skills
- Customer Handling
- Target Achievement
- Relationship Building
- Bfsi Sales
3 Opening(s)
5.0 Year(s) To 13.0 Year(s)
7.00 LPA TO 13.00 LPA
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 ...
6 Opening(s)
2.0 Year(s) To 9.0 Year(s)
4.50 LPA TO 8.50 LPA
Acquire quality Current Accounts Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Commission and Rates to be fixed in the system.
Activate the first trade transaction.
Explore the potential of various trade ...
- Trade Finance
- International Trade
- Casa
- Forex Sales
- Foreign Exchange Services
- Trade Products
- Forward Contracts
- Letter Of Credit
- Bank Guarantee
- Travel Cards
- Customer Acquisition
- Client Relationship Management
- Kyc Compliance
- Aml Guidelines
- Rbi Regulations
- Cross Selling
- Sales Targets
- Business Development
- Customer Retention
- Trade Advisory
- Corporate Banking
- Revenue Generation
- Trade Remittance
- Banking Sales
- Relationship Management
5 Opening(s)
2.0 Year(s) To 15.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
2 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
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
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
3.00 LPA TO 5.00 LPA
Purpose of Role:Responsible for managing assigned bank branch/POS and drive targets for broking accounts andrevenue with the help of channel partner.Key Responsibilities:* To Achieve pre budgeted monthly sales of 65 Demat A/C depending on the locations &monthly revenue.* To ensure rollout of all the promotional and contest programs effectively.* Co-ordinate ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Purpose of Role:Responsible for managing assigned bank branch/POS and drive targets for broking accounts andrevenue with the help of channel partner.Key Responsibilities:* To Achieve pre budgeted monthly sales of 65 Demat A/C depending on the locations &monthly revenue.* To ensure rollout of all the promotional and contest programs effectively.* Co-ordinate ...
1 Opening(s)
2.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 25.00 LPA
Manage the overall operations and performance of the branch.
Drive sales of Banking products such as CASA, Fixed Deposits, Loans, Insurance, and Investment products.
Achieve branch business targets for liabilities, assets, and third-party products.
Lead, mentor, and monitor branch staff to improve productivity and service quality.
Ensure high levels of customer satisfaction and relationship ...