1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job description:
New client acquisition, building new relationships and increasing depth in existing relationships with clients.
Selling online broking accounts- Demat account, trading account.
Identifying customer needs, assessing their appetite and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organisation on a ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job description:
New client acquisition, building new relationships and increasing depth in existing relationships with clients.
Selling online broking accounts- Demat account, trading account.
Identifying customer needs, assessing their appetite and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organisation on a ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job description:
New client acquisition, building new relationships and increasing depth in existing relationships with clients.
Selling online broking accounts- Demat account, trading account.
Identifying customer needs, assessing their appetite and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organisation on a ...
2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
1.50 LPA TO 2.40 LPA
Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
3.50 LPA TO 4.20 LPA
Job Description – Senior Accounts ( 6 days working ) 10.30 to 7.30
Grn entry
Stock matching & correction
Fraction check & correct
Negative check & correct
Issue material entry
Share purchase sale entry
Mutual fund reconcile
MSME form 1 data filing
Proficient in Tally, or similar ERP systems
Location - Calcutta Leather Complex Gate No : 3, Zone : II ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
30.00 LPA TO 30.00 LPA
● Understands deep value investing and long term vision. Ability to work independently withlimited guidance or day-to-day oversight. Ability to work in a high-pressure environment.Ability to multi-task and work with a Can-Do attitude.● Strong ethics and integrity.● Building financial models, building & maintaining databases, preparing initiation note,quarterly result update note ...
2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...
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 ...
5 Opening(s)
4.0 Year(s) To 7.0 Year(s)
8.00 LPA TO 10.00 LPA
The key areas of responsibilities are as follows:
- Increase AUM, Net Sales, and Market Share of the AMC at the Branch- Channel management across IFA’s, National Distributors and Banks- Team Management and development of sub - ordinates- Ensure standards of Customer Service and Compliance are met at the Branch- Monitoring ...