32 Job openings found

Key Responsibilities:● Periodic Regulatory Reporting & Tracking:○ Manage and ensure timely and accurate periodic reporting as a SEBI registered Stock Brokerand Depository Participant to regulating authorities including SEBI, CDSL, NSDL, NSE, BSE,and ICCL.○ Oversee periodic reporting as a PFRDA registered Point of Presence for NPS to the PFRDA.○ Proactively track ...

We are hiring a Sales Manager (Lead Generation) in Ahmedabad & Mumbai. Sales Manager (Lead Generation) Position Overview:We are seeking a dynamic and motivated Sales Manager (Lead Generation) to drive direct sales and acquisition of financial products. The ideal candidate will have experience in the stockbroking industry and a strong ability to ...

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 ...

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 ...

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 ...

Portfolio Officer.Location- Satna(M.P.)No of post: 01CTC: Upto 30,000/-Experience: More than 08 years in Portfolio Management, Mutual Fund, Equity, Intraday, F&O, Derevative etc.Demat related works.Day to Day MIS of Portfolio.   Portfolio Officer.Location- Satna(M.P.)No of post: 01CTC: Upto 30,000/-Experience: More than 08 years in Portfolio Management, Mutual Fund, Equity, Intraday, F&O, Derevative etc.Demat ...

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 ...

Job 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 as assigned by the organisation on a ...