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Client – A leading Stock broking firm
CTC up-to 15 Lakh
LOCATION – Mumbai, Ahmedabad, Chennai
Key responsibilities:
Increasing the client base, revenue and market share in the branch.
Increase the Pool & AUM Base of HNI / UHNI, Large Self Trader clients and corporate customers. Ensuring Dealer Productivity is as per the defined standards.
Manage client relationships, Cross Sell of Investment Products to attain clients’ needs and desired.
Desired candidate – Graduate/ Post Graduate with minimum 8-12 yrs of experience in Broking industry, selling financial services products and managing branch administration.
Client – A leading Stock broking firm
CTC up-to 20 Lakh
LOCATION – Mumbai, Pune
Key responsibilities:
To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography,
ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage.
The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance.
Span ~ 40, Team Building, Engagement & Development.
To ensure effective risk management & policy adherence
Desired candidate – Graduate/ Post Graduate with minimum 10-15 yrs of experience in Broking industry, selling financial services products and managing branch administration.
Client – A leading Stock broking firm
CTC up-to 35 Lakh
LOCATION – Mumbai, Pune, Ahmedabad
Key responsibilities:
Implementing an integrated plan to help wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.
Showcase entire product suite of organisation to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Business Asset/Loan products.
Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
Desired candidate – Graduate/ Post Graduate with minimum 7-15 yrs of experience in Wealth Products, selling financial services products and managing HNI/UHNI clients.
CTC Up to 11 LPA
Job Location – Bangalore, Thrivendram, Cochin, Coimbatore, Hyderabad, Mangalore, Vizag
Ker Responsibilities
Identify, acquisition and onboard new Franchisees, IFA and support existing Franchisees ,IFA
Handhold & work closely with the Sub broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives
Identify opportunities in line with business objectives & work towards meeting them
Good knowledge of financial / equity Market
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