
RM / Senior RM - NRI Desk, Equity Broking
5 days ago
1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products
2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.
3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,
5) Help customers to Execute trade online and place orders on behalf of customers.
6) Achieve healthy revenues without compromising on clients profitability.
7) Acquiring new clients through existing clients referrals.
8) Activating inactive clients through regular followups.
9) Regularly following-up with clients and handling their queries.
10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
11) Responsible for adding new NRI HNI Clients
Handling NRI Clients for Equity Broking
Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds
Experience in handling B2C
Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)
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RM / Senior RM - NRI Desk, Equity Broking
4 weeks ago
Mumbai, India QuickTurtle Full time1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling Clients & Suggesting financial products...
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Bengaluru, Chennai, Mumbai, India QuickTurtle Full time ₹ 20,00,000 - ₹ 25,00,000 per year1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.2) Responsibility will also include Hiring and training of the team...
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Nri Rm
2 weeks ago
Mumbai, India ACE Talent Consulting Full timeJob Description - The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. - The position entails client management and acquisition...
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Chennai, Tamil Nadu, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager Senior Relationship Manager NRI Desk, Equity Broking1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat...
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Rm- Equity
2 days ago
Bengaluru, India SHarekhan Full time**Position**: RM- Equity **Location**:Bangalore - Jayanagar **NISM (Series VIII Certification is Mandatory)** Male/Females both are welcomed **Salary**: ₹300,000.00 - ₹600,000.00 per year Schedule: - Day shift Ability to commute/relocate: - Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required) Application...
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Acquisition Rm-nri
5 days ago
Chennai, India Forte Consulting Full time**Job Title**: Acquisition RM-NRI **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Chennai **Job Purpose**: - Field role aligned to NRI Banking Vertical reporting into regional NRI Field Leadership - Responsible for developing customer acquisition strategies and driving customer acquisition for the designated...
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Mid Office
4 days ago
Bengaluru, India Kotak Securities Full time**Department: Franchisee** **Role: Mid Office** **Designation: E1 - Assistant Manager** **Years of Exp: 1 to 2 years** **Location: Mumbai** **Job Role** - Account opening documentation and processing (normal /NRI /funding / re kyc etc.. ) - AP form documentation and processing - Maintaining records of AP agreements - Digital documentation collection and...
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Aspire RM, RMPA, Signature RM, Insignia RM
4 weeks ago
Bengaluru, India S PRO HR CONSULTANCY SERVICES Full timeI hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions. Key Responsibilities: Acquire and manage high-value individual (Resident NRI) and business clients. Increase liability book and investment AUM through deepening existing relationships and new client acquisition. Drive revenue by...
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Aspire RM, RMPA, Signature RM, Insignia RM
7 days ago
Bengaluru, Karnataka, India S PRO HR CONSULTANCY SERVICES Full time ₹ 15,00,000 - ₹ 25,00,000 per yearI hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions.Key Responsibilities:Acquire and manage high-value individual (Resident NRI) and business clients.Increase liability book and investment AUM through deepening existing relationships and new client acquisition.Drive revenue by...
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VP/ AVP NRI Desk
3 days ago
Bengaluru, Karnataka, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all...