21 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 & ...

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 & ...

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 ...

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 ...

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 ...

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 ...

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 ...

Analyse financial information obtain from clients to determinestrategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans areresponsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenuegeneration through investment products. Responsible for business development through acquisition ...

Roles & Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross ...

Job Purpose: To expand and develop commodity business in existing branches of theregion.Job Roles: 1. Conducting Webinars and Seminars with branch and their clients.2. Need to do Continues training of branch and their staff.3. Responsible for achieving yearly targets of new client’s addition and newclient’s revenue of the region4. Handling branch Queries.5. ...