29 Job openings found

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 ...

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 ...

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 ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

KEY RESPONSIBILITIES: COMPLIANCES: Responsible for compliances and coordination of with MCA, NSE, BSE, ROC, SEBI, CDSL, NSDL and Incorporation of Overseas Companies. Responsible for compliances of SEBI & Company Law Regulations Responsible for Quarterly and Annual Compliance of Stock Exchange. Filing of all statutory forms as and when applicable to company within timeline related to ...