ROLES Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Co...

ROLES Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Co...

Role: PCG AdvisorNew client acquisition for Broking, Investment products – PMS/MF/FD & InsuranceAdvising Super HNI clients on Equity, Derivatives, currency & commodity MarketsHandling clients with a book size of 25 la...

Job Title: Business Development Manager Franchisee Division (Wealth Management) Location: Multiple Localities across Mumbai (4–6 km operational vicinity) Department: Wealth Management – Franchisee Acquisition Reporting To:...

Job Title: Business Development Manager Franchisee Division (Wealth Management) Location: Multiple Localities across Mumbai (4–6 km operational vicinity) Department: Wealth Management – Franchisee Acquisition Reporting To:...

The role is more of form and document verification for Individual and Non Individual accounts. Has to have complete knowledge of documents required entity wise. Sharing the status of application with RM & CSE.J...

Assist in the preparation, review, and timely filing of Tax Audit reports, Transfer Pricing Audit documentation, and Income Tax returns.Identify and implement automation and process improvement opportunities within the ...

Seeking a dynamic branch manager to lead branch operations with a focus on sales, profitability, and customer service. Responsible for driving growth through team leadership, strategic planning, and operational excellence.Job...

TEAM TARGET-Complete teams KRAs-Manage team P&L-Generate brokerage(70% of the target)2.Cross selling TPP(THIRD PARTY PRODUCT) through team3.Manage existing clients, acquire clients through teamShould have handled a team f...

-Experience in CASA, insurance, DMAT, SIP, as sales person-Industry – Banks, Broking and insurance-Client acquisition-Portfolio management-Market research-Cross-sellingAcquiring HNI clients (Affluent & Super Affluent)Jo...

-Experience in CASA, insurance, DMAT, SIP, as sales person-Industry – Banks, Broking and insurance-Client acquisition-Portfolio management-Market research-Cross-sellingAcquiring HNI clients (Affluent & Super Affluent)Jo...

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills...

Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the...

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and g...

Job descriptionProfile: Relationship ManagerLocation: Aurangabad ( Chhatrapati Sambhajinagar )Looking for Male Candidates Only,Key Responsibilities:Responsible for achieving revenue targets through cross selling of subscripti...

-Experience in CASA, insurance, DMAT, SIP, as sales person-Industry – Banks, Broking and insurance-Client acquisition-Portfolio management-Market research-Cross-sellingAcquiring HNI clients (Affluent & Super Affluent)Jo...