456 Job openings found

Job Overview  We are looking for a highly motivated Partner Acquisition Executive (B2B) to expand our partner network and drive business growth. The candidate will be responsible for identifying, acquiring, onboarding, activating, and managing channel partners while building long-term relationships that contribute to revenue generation.   Key Responsibilities  * Identify and acquire new channel ...

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

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 ...

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 ...

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 ...

  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 ...

  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 ...

    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 ...

Execute trades in equity, derivatives, mutual funds, and bonds. Create and execute short-term and long-term trading & investment strategies.                Monitor stock market trends, analyze price movements, and provide timely investment recommendations. Research financial products and market developments to support investment decisions. Prepare investment reports, performance analysis, and MIS on daily/weekly/monthly basis. Maintain compliance with SEBI ...

POSITION: Relationship Manager – Sales   Position Purpose: Working with  Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...