1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
11.00 LPA TO 11.50 LPA
Employment Type: Full Time, Permanent
Job Description: Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels 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 ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
6.50 LPA TO 6.50 LPA
Job Description for Customer Service
Key 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 with local sales team ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
12.0 Year(s) To 18.0 Year(s)
30.00 LPA TO 35.00 LPA
JOB DESCRIPTION
Position Name: AVP & Channel Head - MFD Retail SalesDepartment: 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 distributor relationships in ...
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)
5.0 Year(s) To 8.0 Year(s)
6.50 LPA TO 6.50 LPA
Job Description for Customer Service
Key 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 with local sales team ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
6.50 LPA TO 6.50 LPA
Job Description for Customer Service
Key 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 with local sales team ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...