32 Job openings found

    Handling Compliances and Inspections related to all exchanges, Depository and Regulatory Validation and quality assurance of Inspection Reports Preparation and Submission of Periodical Returns to Exchanges, Depository (Quarterly, Half Yearly, Annually) Verification of KYC, KRA and the supporting documents of the Clients including Corporate, Trust, NRI and FPIs and their related compliances Review and ...

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...

  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 ...

    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 ...

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 ...

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 ...

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 ...