151 Job openings found

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

Motilal Oswal Financial Services Ltd About the job: Commodity Advisor -Motilal Oswal Company Description: Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Established in 1987, MOFSL has grown into a 10,500+ member team with a focus on customer-first ...

Job Description: Associate and Senior Associate IFD Sales Professional (Associate and Senior Associate) Role Overview Join NBFC as an IFD Sales Professional to empanel and train CAs, ex-bankers, wealth advisors, and finance professionals as Independent Financial Distributors (IFDs). Drive sales, provide product knowledge, and support business development through events. Key Responsibilities Empanelment: Recruit CAs, ex-bankers, ...

Our key client is hiring for Relationship Manager. Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds Experience: Minimum of 1 year experience in Financial Product & Service sales    JOB DESCRIPTION Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure ...

We have an opening for Executive Operations Banking. Position - Executive Operations Banking Location - Andheri, Marol. Working days -6 days Work time -9.30am to 6.30pm Job Description - Receiving Payment, TDS, Fd, TDS Etc Instructions from Client Preparing Payment Instructions as Per Details Provided by Clients. Sending Prepared Payment Instructions for Checking to Checker After Checking Take ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...

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 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 ...