36 Job openings found

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

 JOB DESCRIPTION Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...

Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...

Position Name: AVP and Channel Head - Retail Sales Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set salestargets. Contributing to sustained growth in sales through initiatives targeted at long term ...

    Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...

Job Description for Customer Service Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with local sales team ...

Job Description for Customer Service Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with local sales team ...

POSITION: Relationship Manager – MFD Sales   Position Purpose: Working with IFA Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term ...

Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...