5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management
Job Purpose
To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 25.00 LPA
Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...
7 Opening(s)
5.0 Year(s) To 7.0 Year(s)
16.00 LPA TO 28.00 LPA
Job Title: Branch Manager – Liabilities (CASA Focus)
Department: Retail Banking / Branch Banking Location: [City, State] Reports To: Regional Manager / Area Sales Manager
Job Summary:
The Branch Manager – Liabilities (CASA) is responsible for driving the growth of Current and Savings Account (CASA) deposits, leading the branch team, ensuring high-quality customer ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
4.00 LPA TO 6.00 LPA
Job Summary
Responsible for the growth of Industrial & Architectural Screens (IAS) business in the Western region
Develop and implement Sales Action Plans to achieve Order Input, Volume, and Margin forecasts for the region
Conduct regular visits to OEMs and industries including Starch, Sugar, Paper, Mining, Edible Oil, Chemical, Food & Beverage, ETP/Water ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 10.00 LPA
Business/Technical Knowledge: Thoroughly understand the dynamics, trends, competitive environment and key factors for success in BB-Group’s products, operations and services.
Customer Relationships: Along with the sales and service teams, develop outstanding relationships with major customers to foster partnerships that ensure mutual performance and growth, while creating strategic advantage for the customer ...
10 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 40.00 LPA
Client Acquisition & Business Development:
Acquire new priority banking clients through referrals, networking, and market outreach.
Identify and cultivate relationships with HNW and UHNW clients.
Develop and execute strategies to achieve revenue and client acquisition targets.
Conduct market research to identify business opportunities and stay updated on wealth management trends.
Wealth Advisory & Relationship Management:
Understand ...
40 Opening(s)
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description
Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
Building relationships with the client & educating them about Investments.
Responsible for achieving brokerage.
New Client Acquisition
Executing Trades Orders
Key Requirements
Minimum 2-3 Years experience is Mandatory
Currently managing or interested in Client Acquisition (sales)
Below 45 years of age
NISM 8 certification ...
- Equity
- Equity Derivative
- Mutual Fund
- Currency
- Commodity
- Broking
- Advisory
- Advising
- Traidng
- Dealing
- Dealer Cum Rm
- Sales
- Equity Broking
- Equity Dealer
- Equity Dealer Rm
- Dealing Rm
- Equity Advisor
- Retail Dealer
- Investment Advisor – Broking
- Branch Dealer
- Branch Rm
- Cash Market
- Nse
- Bse
- Trading Terminal
- Rms
- Trade Execution
- Trading Platforms
- Online Trading
- Odin
- Neat
- Nism
- Client Acquisition
- Brokerage Revenue
- Revenue Generation
- Demat Accounts
- New Account Opening
- Aum
- Client Portfolio
- Portfolio
- Hni
- Hni Dealer
- Cross Selling
- Upselling
- Lead Conversion
- F&o
1 Opening(s)
5.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 75.00 LPA
1. Business Development & Revenue Growth:
Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
2. Team Management & Leadership:
Lead, mentor, and ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 45.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
10 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
Role:- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business indepth profiling of the clients to identify opportunities and match these opportunities to Products/solutions provided by Kotak Group.- Generate business actions across liabilities, assets and fee products to sustain and achievegrowth in relationship value, revenues and ...