1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.50 LPA TO 8.00 LPA
Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
Executive-Wealth Associate/ Virtual Relationship Digital Customer connect Experience for AMC, Mumbai
1 Opening(s)
0 To 2.0 Year(s)
4.80 LPA TO 4.80 LPA
Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
2 Opening(s)
10.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 18.00 LPA
Working with business teams and Product team
Single point of contract person for Operational work
Well versed with all products Vis Broking, DP, TPP, Unlisted, MF etc.
Addressing internal queries, data requirements and escalations
Key Skills:
Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc.
Experience in Equity, F&O, Commodities, NSDL and CDSL ...
3 Opening(s)
3.0 Year(s) To 4.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Description for Deputy Manager - Client ServicesKey Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and ...
1 Opening(s)
12.0 Year(s) To 18.0 Year(s)
25.00 LPA TO 25.00 LPA
JOB DESCRIPTION
Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales
Job Responsibilities:
Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Job Profile:
Lead will be provided by the company.
Should have experience in Mutual Fund.
Experience in Client portfolio management and HNI client handling.
Relationship Management.
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Kharghar
Qualification: Any
Gender: Male/Female
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
18.00 LPA TO 20.00 LPA
POSITION: Legal CounselReports to: Head of LegalBusiness Unit: Legal Location: Mumbai
Position Purpose:
• To manage the general legal requirements of documentation, advisory and handle legal queries from the AMC and Trustee Company
• To work closely with the Head of Legal – India and the Company Secretarial function. To also liaise with other executives of ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 8.00 LPA
Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space.
Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund
Proven ability in conducting webinars on different MF topics for clients
Deftly developed a presentation for Investor Education program, Market review, Internal Performance Review, ...