80 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 7.50 LPA
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 ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
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)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on 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.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities:
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial ...
1 Opening(s)
0.5 Year(s) To 5.0 Year(s)
0.00 LPA TO 3.00 LPA
Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...
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)
5.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
We have an urgent opening for the position of Derivatives Analyst for a reputed Industry for Navi Mumbai(Vashi) location.
Key Responsibilities:
Market Analysis: Conduct in-depth research and analysis of financial markets, economic indicators, and various asset classes to identify potential trading opportunities.
Trade Execution: Execute trades involving derivatives instruments, such as options, futures, swaps, and other ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 4.00 LPA
Ensuring proper servicing and after sales support to clients.2. Establishing new relationships with the client and new clients and addingmarket share.3. Prospecting leads and contacting them4. Business Development and sales reporting and working in achieving thesales target.5. Seek new opportunities through networking.6. Gather competitive information and assimilate the same for ...