234 Job openings found

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 ...

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 ...

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 ...

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 ...

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 ...

● 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 ...

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 ...

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 ...

Preference :➡️ Life Insurance background/ Mutual fund➡️ General insurance, Health insurance, Home Loans, Equity▶️ Real Estate▶️ Small business man   Job Description/Job Responsibilities -  Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis.  Supervise the activity plan of all agents to ensure these are being fulfilled as per the ...

Preferred Certified Financial Planner Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs. Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell ...