43 Job openings found

  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              

The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

A Real Estate Sales Officer drives property transactions, generates leads, and negotiates sales for residential or commercial projects. They manage the entire sales pipeline from the initial client inquiry to closing deals, ensuring customer satisfaction and meeting revenue targets. [1, 2] Core Responsibilities Lead Generation: Identify and develop relationships with potential buyers ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

      Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DEMAT- Accounts) Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively. Sales Targets: Achieve monthly/quarterly targets for account openings and ...

1. To create a team of Partner Franchise’s with a minimum business commitment of 30L. PartnerFranchise are business partners who can solicit business through a team / network of Advisorsworking under them. Partner Franchise needs to provide a small office setup to ABSLI2. Develop incremental distribution for the company by ...