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
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 ...
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 ...
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