241 Job openings found

Job Title: AM/DM/Manager – Branch Business  Department: Branch Business Reports to: (Direct) Group Head People Management Responsibility- Yes   Position Purpose : Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets . Responsibilities • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Minimum 5 Years of proven work experience with track record as CSR Fund Raiser and Govt Companies, CSR Project Execution, Delivery and Compliances as per Project of Donor company. Key Responsibilities:Effective fund raising for Trust. (Min 3 to 5 times of salary)1. CSR, HNI and Crowd Fund Mobilization, Identify and approach companies, ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and other TPP products Manage ...

  Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services  Manage existing clients and improve brokerage/AUM Achieve assigned monthly revenue and acquisition targets              

Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank ...

We are seeking a responsible and knowledgeable Branch Officer to manage branch operations for our stock broking unit at GIFT City (IFSCA). The ideal candidate must have good understanding of capital markets, trading operations, compliance frameworks, and client servicing within a broking environment.Key Responsibilities:• Identify and acquire new clients for ...