11 Job openings found

Responsible for Retail Securities Settlement / Managing Payin Payout of  Shares Auction Settlement & Closeout Corporate Action handling – Identification of clients eligible to receive -Corporate Action benefits and on time distribution of the same to such eligible clients (Dividend / Bonus /Split / Sub-Division / Merger /Demerger) Processing of Shares Pledge / Unpledge ...

Role and Responsibilities The Relationship Manager will be responsible for acquiring new clients Meets with customers either in the branch or at an external venue to try to secure sales. Provides product information to customers as appropriate, outlining features and benefits. Identifies cross-selling opportunities to sell other products. Refers customers to another member of ...

Responsibilities: 1) Develop and maintain strong relationships with existing and prospective clients in the stock market segment. 2) Educate clients on various investment products, market trends to help them make informed decisions. 3) Stock reconciliation and trade verification. 4)Traveling to clients' locations for document collection and processing. 5) Inform clients about a particular mail ...

Job Description-1. New Client Acquisition2. Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD,Unlisted shares, IAP & other services offered by MOFSL)3. Revenue generation – revenue to be generated from the all the products from sourced accounts4. Client MeetingAchieving the Business targets assigned in terms ...

AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues. Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution. Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...

Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market Responsible to innovate product offering in Mutual Fund & Primary Market segment Should have understanding of Mutual Fund product offering & regulations in MF industry Able to identify the gap / opportunity in Mutual Fund segment. Coordination with ...

We are hiring  Executive Corporate Service with NBFC at Andheri Marol   Job Title : Executive / Sr. Executive – Corporate Services Experience : Min 2 Years Salary details : Best in industry(On payroll of Talisman HR) Qualification : BCom, MCom (Any additional qualifications will be added advantage.) Work timing : 09:30am to 06:30pm Work Days : Monday to Saturday Job location : ...

Should have worked for demat account Must have experience of Demat account opening process and acquiring new Demat accounts Promote / Pitch benefits of trading with the company Maintain relationship with clients Ensure all leads contacted within Stipulated TAT Regular Follow up on all pending leads and KYC documents Cross Sell 3rd party products Analyzing of ...

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs. List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance 1. Achieve customer acquisition targets for Retail customers Generate new leads ...

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 ...