129 Job openings found

Job Purpose:Drive business growth by delivering comprehensive training programs to franchisees, empowering them to become self-reliant and proficient in broking operations. Enhance their knowledge to navigate complexities, ensuring they are adept at addressing client needs without being hindered by basic issues.   Roles & Responsibilities: Hand hold & support to new business partners ...

Job Roles & Responsibilities:1. Handholding the New employees, ensuring their productivity and focus on attrition control2. Conducting Training for internal Employees on products, process and skill development3. Providing Training to the Employees especially Advisory & Sales4. Sharing information about Equity, Derivative’s, TPP, Commodities & currency5. Engaging Trainees with eLearning and ...

Job Description-1. New Client Acquisition2. Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD,Unlisted shares, IAP & other services offered by MOFSL)3. Revenue generation – revenue to be generated from the all the products from sourced accounts4. Client MeetingAchieving the Business targets assigned in terms ...

Job Purpose: To expand and develop commodity business in existing branches of theregion.Job Roles: 1. Conducting Webinars and Seminars with branch and their clients.2. Need to do Continues training of branch and their staff.3. Responsible for achieving yearly targets of new client’s addition and newclient’s revenue of the region4. Handling branch Queries.5. ...

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 & ...

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 & ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Context & Role: The jobholder will have the responsibility of cash management, MIS, taking care of audit requirements, accurate and timely submission of IRDA reports, and strict adherence to IRDA regulations, Investment compliance and Investment system management (Credence). Key Responsibilities  Portfolio oversight in terms of risk capacity and compliance including quarterly ...

High preference for candidate from broking/BFSI background/finance sector Previous training experience (+3 years) Previous experience in sales training Expert in stakeholder management Trained to the on board  employees, channel partners etc. Conduct corporate training sessions. Prepare, design, plan training material. Training calendars. Must have an experience in Equity, Mutual Fund.

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 & ...