3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
Not Disclosed by Recruiter
We are seeking a detail-oriented and process-driven Financial Planning Admin Assistant to support our Australian Financial Advisers and Paraplanning team. The role focuses on administrative execution, data management, client servicing, and compliance support within an ASIC-regulated financial planning environment.
This is an ideal role for someone who enjoys structured work, documentation, ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Summary:
We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...
3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.00 LPA
Manage assigned bank branches/POS and generate business through channel partners
Drive Demat account opening, margin funding & broking revenue
Conduct client meetings, branch visits & partner training sessions
Ensure client activation and first trade conversions
Support branches with sales activities, campaigns & product awareness
Requirements:
Graduate / MBA preferred
Minimum 2+ years experience in BFSI / Broking ...
- Equity
- Securities
- Wealth
- Broking
- ### Key Skills: Channel Sales
- Broking
- Demat Acquisition
- Client Relationship Management
- Revenue Generation
- Capital Markets
- Banking Sales
- Partner Management
- Financial Products
- Customer Acquisition
- Client Activation
- Cross Selling
- Lead Generation
- Sales Management
- Communication Skills
- Presentation Skills
- Customer Handling
- Target Achievement
- Relationship Building
- Bfsi Sales
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.
3 Opening(s)
5.0 Year(s) To 13.0 Year(s)
7.00 LPA TO 13.00 LPA
Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Please find below job requirement for MNAB position.
Job Description:-
Acquisition of NTB (Assets & Liabilities).Generate Fee Income on products like FX, CMS etc.Focus on trade products like pre-shipment/post-shipment etc.Maximizing wallet share and products bankedResponsible for account profitability and ensuring minimal delinquency.Own the relationship as a SPOC for all client needs and ...
4 Opening(s)
10.0 Year(s) To 18.0 Year(s)
16.00 LPA TO 25.00 LPA
Working with RBL Bank Ltd, As senior branch head. • Managing branch with a deposits size of 220 Cr. Plus. • Effectively managing a team of Relationship managers of various business segments for RBL. Also managing CASA Acquisition Team, NR, Assets and Business Banking RM, departments i.e. Wealth, GIB, Assets, ...
1 Opening(s)
10.0 Year(s) To 18.0 Year(s)
16.00 LPA TO 25.00 LPA
Working with RBL Bank Ltd, As senior branch head. • Managing branch with a deposits size of 220 Cr. Plus. • Effectively managing a team of Relationship managers of various business segments for RBL. Also managing CASA Acquisition Team, NR, Assets and Business Banking RM, departments i.e. Wealth, GIB, Assets, ...
2 Opening(s)
0 To 4.0 Year(s)
7.00 LPA TO 12.00 LPA
Job DescriptionQualified CA's who can independently conduct Statutory Audits and Tax Audits of PrivateLimited Companies in Manufacturing, Trading, Services and others. Experience in StatutoryAudits and Limited Reviews of Public Listed Companies will be an added advantage. Maintaining accounting records and daily review. Preparation of Book of Accounts up to finalization. ...