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)
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 ...
4 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 3.50 LPA
Key Roles & Responsibilities
The job holder is a key member of a team responsible for managing the Niva Bupa regional
Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners,
Customer Service and across the business to ensure the timely ...
4 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 3.50 LPA
Key Roles & Responsibilities
The job holder is a key member of a team responsible for managing the Niva Bupa regional
Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners,
Customer Service and across the business to ensure the timely ...