83 Job openings found

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 ...

Job Purpose: Assist in portfolio management and drive lending strategies formulation for retail products. Roles & Responsibilities: Develop and expand the existing channel network. Continuous portfolio assessment to suggest policy interventions to keep the risk levels within acceptable range. Implementation of changes in policy and process on relevant platforms. Coordinate with various stakeholders to implement ...

Job Title - Private Banking Advisor Location – Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance ...

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 ...

Develop and expand the existing channel network. Continuous portfolio assessment to suggest policy interventions to keep the risk levels within acceptable range. Implementation of changes in policy and process on relevant platforms. Coordinate with various stakeholders to implement the same. Automation and Business Analysis of thepolicies to suit the effective system implementation on ...

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. ...

Motilal Oswal Financial Services Ltd About the job: Commodity Advisor -Motilal Oswal Company Description: Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Established in 1987, MOFSL has grown into a 10,500+ member team with a focus on customer-first ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...