15 Opening(s)
1.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 6.50 LPA
New Client Acquisition
Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Revenue generation – revenue to be generated from the all the products from sourced accounts
Client Meeting
Achieving the Business targets assigned in terms of cross selling, enhancing ...
2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
1.80 LPA TO 2.40 LPA
Key Responsibilities
Make outbound calls to potential and existing clients regarding company services and investment products.
Handle inbound customer inquiries professionally and provide accurate information.
Generate and qualify leads for the sales and advisory team.
Maintain regular follow-ups with interested clients.
Explain company offerings including trading accounts, investment opportunities, and financial products.
Maintain client databases and ...
3 Opening(s)
1.5 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.00 LPA
Achieve given AUM and Revenue targets
Maintain relationships with the existing network of IFAs
Recruit potential new IFAs
Manage, recruit and drive the sales team for meeting efforts and performance targets.
Ensure highest servicing standard for IFAs in the areas of sales support,
query resolution, product training and client seminars
Build up team as per defined ...
1 Opening(s)
2.0 Year(s) To 20.0 Year(s)
10.00 LPA TO 14.00 LPA
Job Role -
Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
45.00 LPA TO 65.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
4 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
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
1 Opening(s)
5.0 Year(s) To 9.0 Year(s)
5.00 LPA TO 7.00 LPA
Job Summary:We are seeking a dynamic and detail-oriented Stock Market Dealer to join our company. The ideal candidate will be responsible for executing buy and sell orders, managing portfolios, and providing insights into market trends and client services
Key Responsibilities:
Execute trades and manage client portfolios in accordance with market conditions and ...
5 Opening(s)
1.0 Year(s) To 6.0 Year(s)
3.50 LPA TO 6.00 LPA
New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
Revenue Generation: Drive revenue growth by effectively managing sourced ...