Rm-hni/rm-retail/rm-pcg/advisor

RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA Job description: RM MF distribution expansion To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI...

Role & responsibilitiesLiaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolio.Acquire new customers who meet product criteria.Regular interaction with the customer to buildrapport to understand and update the profile.Enhance the Overall value/book size of theportfolio.Maintain the overall quality / hygiene parametersof the...

PCG Equity Advisor (offline only)Company's Name: Reputed Leading Equity Broking Co.Position/Function: PCG Equity Advisor (HNI Clients)Current Compensation : Up to 18 LacsQualification :GraduateNISM certification for equity cash and derivatives modules. years of Experience :4 years +Age :27yrs+Job ResponsibilityThe Candidate should have good understanding...

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...

Job Specifications Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Kolkata, West Bengal Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment...

Position : Sales Trader / PCG AdvisorLocation : KolkataQualification : Graduate/MBA/ PGDMExpertise : Hands on experience in managing HNI & PCG Clients.Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP productsBudget : As per industry standards

Job Description - Growth of Revenue and Market Share, - Assigned Business Partners should have Commodity Terminal, - Travel across assigned branches at regular interval, - Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, - To ensure proper mapping of Commodity/Currency Clients to all RMs...

Job Description - Growth of Revenue and Market Share, - Travel across assigned branches at regular interval, - Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, - To ensure proper mapping of Commodity/Currency Clients to all RMs (equity Commodity), - To add minimum 02 (Two) accounts per month with an...

Role & responsibilitiesSmall Enterprise RM will manage and grow a portfolio of small enterprise clients (typically turnover up to 100 crore) by sourcing new clients, deepening relationships with existing clients, cross-selling banking products & services, and maintaining portfolio hygiene .Manage and deepen relationships with existing small enterprise...