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

**Job Purpose** - Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. - The RM is also responsible for...

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 **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...

- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.- Understanding of Derivative Strategies.- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.- Generate...

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 SpecificationsProfileHNI-DealerDesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIESUnderstanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Understanding of Derivative Strategies.To improve Market share in Trading and Delivery calls through our...

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...

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

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 Responsibilities: - To achieve overall APF targets & Primary business volumes - To regularly engage with HF Relationship Managers (RMs) to increase penetration in APF projects - Coordinating with Developers to increase Kotak Bank’s HF wallet share - Market scoping & identifying potential APF projects - Relationship building with various vendors...

Job Description- The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction.- Regional wealth head will play a key role in expanding our presence and achieving strategic growth.- Lead and manage the Affluent Banking team in the region, drive...