1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
Role Objective
To drive growth in the stock broking business by acquiring new retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs).
Key Responsibilities
Client Acquisition (Retail & HNI)
Develop and execute strategies to acquire new trading and demat accounts.
Drive acquisition through Marketing/Sales activities, ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 14.00 LPA
Handling Compliances and Inspections related to all exchanges, Depository and Regulatory
Validation and quality assurance of Inspection Reports
Preparation and Submission of Periodical Returns to Exchanges, Depository (Quarterly, Half Yearly, Annually)
Verification of KYC, KRA and the supporting documents of the Clients including Corporate, Trust, NRI and FPIs and their related compliances
Review and ...
- Compliance Management
- Sebi Compliance
- Regulatory Compliance
- Kyc Verification
- Kra Compliance
- Pmla Compliance
- Exchange Compliance
- Depository Compliance
- Internal Audit
- Inspection Handling
- Client Grievance Handling
- Risk Management
- Sop Development
- Regulatory Reporting
- Compliance Audits
- Branch Inspection
- Nri Compliance
- Fpi Compliance
- Quality Assurance
- Financial Compliance
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, ...