180 Job openings found

Description:   Need a Customer Relationship Manager for Andheri Branch, Mumbai. Anyone with good exp from Wealth, Broking, MF Sales, (Equity). Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size. Back Office Activities etc.        Solving Queries, complete Process. No Insurance candidates, Handling ULIPs portfolio would be ...

1. Communicating with clients via phone calls, emails2. Identifying and resolving client queries3. Maintaining a detailed and accurate record of all client details and communications4. Building and maintaining long-lasting business relationships with clients5. Ensuring to respond to client queries in a professional and timely manner6. Providing clients with relevant information ...

Need a Customer Relationship Manager for Andheri Branch, Mumbai. Anyone with good exp from Wealth, Broking, MF Sales, (Equity). Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size. Back Office Activities etc.        Solving Queries, complete Process. No Insurance candidates, Handling ULIPs portfolio would be ...

Please find the details below:   Job Description:   Position: Senior Consultant to Deputy Manager – Internal Auditor Location: Mumbai, Bangalore and Gurgaon Experience requirement: 5 plus year of experience post qualification Notice Period: Immediate to 30 days    We are currently seeking experienced Internal Auditors to join our team at Senior Consultant to Deputy Manager level in Mumbai, Bangalore, and Gurgaon. The primary ...

Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...

  Role & responsibilities Managing Day to day activities of the team Developing and implementing a timeline to achieve targets Delegating Task to team members Conducting training of team members to maximize their potential Conducting performance reviews Mentor and train new team members Sales experience is must Preferred candidate profile Digital Sales most preferred Perks and benefits As per organization standard   Employment Type: Full ...

 Develop and implement a comprehensive social media strategy tailored to the stock broking industry  Create and curate engaging social media content that resonates with investors, financial enthusiasts, and industry professionals  Manage and monitor our social media accounts across multiple platforms, including Facebook, Twitter, LinkedIn, and YouTube  Collaborate with financial analysts, in-house designers and social media agencies to produce informative ...

Develop management reports and dashboards for stakeholders across all business functions: Broking, Distribution, Assets, Marketing, Operations. Perform in-depth analysis to identify key business risks and opportunities and make recommendations to improve overall profitability. Distil complex data and relationships into clear, concise charts and visualizations. Contribute insight to strategic and tactical decisions that impact ...

Review and defining processes for implementation of various circulars issued by Exchanges, Depositories, SEBI etc. Day to day query handling in relation to regulatory area of SEBI, Exchanges & Depositories. Conduction Audit /review of various activity for Broking, DP ,PMS & Branch inspections Handling Regulatory Inspections & Internal Audit Independently Liaison with Regulators Ensuring timely ...

 Imparting Product & Process training to Partners through GMeet/Zoom  Working on Training Content Follow up with process owners on Content working and updation Calling to partners whenever required Sharing Training MIS to stakeholders Stock Broking Knowledge flexible in working Open for any additional activities To deliver the Retail Asset vertical employees training.