5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 8.00 LPA
The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...
1 Opening(s)
0 To 0
0.00 LPA TO 2.00 LPA
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Experience: Freshers.
Qualification: Graduate.
Gender: Female.
Vacancy: 1
Job Profile:
Handling Data Entries.
Handling Walkin clients.
Doing back office work in Mutual Fund.
Filling forms.
Candidate’s Profile:
Hard Work.
Dedicated to work.
Go getting attitude.
Good/Fluent Communication Skills.
Smart and Presentable.
Company Profile: ...
5 Opening(s)
2.0 Year(s) To 15.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
12.00 LPA TO 12.00 LPA
VRM Profile Summary
Role Objective: Build and maintain strong customer relationships through virtual channels
Key Responsibilities:
Manage a portfolio of customers and ensure high engagement.
Drive sales of products/services through outbound calls and digital interactions.
Provide personalized solutions based on customer needs.
Achieve revenue targets and cross-sell/up-sell opportunities.
Skills Required:
Strong communication and persuasion skills.
Experience in outbound sales or ...
3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Achieving desired sales targets.
Daily update ...
2 Opening(s)
10.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 18.00 LPA
Onboarding – account setup with proper Due diligence
AP registration
Exchange co-ordination and setup
Payout management – Processing and payment
Deposit Management
Marketing support, Product support
GST calculation and co-ordination
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 exposure - operations
Experience in working in Broking ...
10 Opening(s)
1.0 Year(s) To 9.0 Year(s)
3.00 LPA TO 6.00 LPA
New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
Revenue Generation: Drive revenue growth by effectively managing sourced ...
- Business Development
- Relationship Management
- Investment Products
- Tpp
- Revenue Generation
- Broking
- Retail
- Equity Broking
- New Client Acquisition
- Relationship Manager
- Client Acquisition
- New Client Onboarding
- Client Engagement
- Cross-selling
- Revenue Generation
- Business Development
- Investment Advisory
- Financial Planning
- Equity Market
- Stock Broking
- Bfsi Sales
- Nbfc Sales
- Mutual Funds
- Insurance Sales
- Wealth Advisory Services.
1 Opening(s)
0.6 Year(s) To 3.0 Year(s)
2.40 LPA TO 3.60 LPA
Hiring BDE - Surat
Position: Business Deevelopment Executive (Male Candiadtes Preffered)Location: Adajan, SuratIndustry: FinanceExperience: 0.6+years
Job Summary:We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and ...