31 Job openings found

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 & ...

Description:   Location : Surat, Ahmedabad, Rajkot, Anand, Vadodara. NOTE: Total Experience – 1 to 7 years CTC - Best in Industry Max Age – Between 30 to 35 Qualification – Any Graduate Industry – BFSI, LI, GI & Health JOB DESCRIPTIONCHANNEL SALES MANAGER – AGENCY HEALTH Role SummaryIn the above context, the CSM role is responsible to supervise the ...

Location - Pune & Nagpur Qualification - Any Graduate CTC - Best in industry   Job description Role & responsibilities: Achieve monthly top line targets Responsible for recruitment of Agents through various sources to ensure achievement of business targets Responsible for Achieving overall GWP (Gross Written Premium) Responsible for sustainable Profitability Ensure month on month activation of agents as per ...

Role SummaryIn the above context, the CSM role is responsible to supervise the business delivery and Tie Ups &primarily grow the business with profits, Channel Management –Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents ...

Role SummaryIn the above context, the CSM role is responsible to supervise the business delivery and Tie Ups &primarily grow the business with profits, Channel Management –Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents ...

Location : Gandhinagar, Vadodara, Anand, Surat, Vapi, Jamnagar, Rajkot. EDUCATION:  Any Graduate / Postgraduates.SALARY: Best in industry + Travelling allowance + IncentivesOTHER BENEFITS: Personal Accident Insurance, Group Life Insurance, Spectacles & DentalPolicy. JOB DESCRIPTION:  Should be able to generate leads and take the entire sales cycle to closure withlimited or no intervention from ...

• Monitoring compliances under SEBI (LODR) Regulations, SEBI(ILDS)Regulations, SEBI (ILNCS) Regulation and DT regulation.• Prepared documentation and reports for debenture transactions, ensuringaccuracy and compliance with regulatory requirements. • Ensuring meticulous compliance with SEBI including pre and post-compliance checks for non-convertible debentures. Guiding clients through the onboarding process on NSDL and CDSL portals,enabling ...

Role SummaryIn the above context, the CSM role is responsible to supervise the business delivery and Tie Ups &primarily grow the business with profits, Channel Management –Agents.  Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents ...

JOB DESCRIPTIONCHANNEL SALES MANAGER – AGENCY HEALTH Role SummaryIn the above context, the CSM role is responsible to supervise the business delivery and Tie Ups &primarily grow the business with profits, Channel Management –Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and ...

Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial ...