...revenue from new clients - To execute cross sell efforts as per the focus of the organization at any given point in time - The candidate should have minimum experience of around 8-10 years in the banking and broking...
...financial institutions. Our unique business model is similar to the private banking model, as we provide individual loan portfolio counselors for each of our clients to manage the entire borrowing process.
Role D...
Position name – Wealth Head/Team Lead (AVP/VP)
Years of experience – 12-15 Years
Industry – Wealth industry
Job Location – Hyderabad, Vizag, Kolkata, Noida, Delhi, Gurgaon, Mumbai, Chennai, Coimbatore, Kochi, Pune, B...
...agreed. Ensure proper
implementation & execution of relationship management & investment advisory strategies. Ensure
proper sales spread... ...team are met and there is team harmony and unity...
Direct Responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, ...
Branch Dealer
Role
# Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
# Develop and maintain a...
...Profile: Investment Advisor/ Relationship Manager
Location- Delhi/ chandigarh
Salary- 3.5 LPA
Must have experience into stock market or MBA in Finance and Marketing.
Responsible for new client ac...
...Managing Large Trader Clients/Big Ticket size Client Acquisition & service
Managing relationships of NRI clients retaining & enhancing... ...Knowledge of capital market
2. Portfolio ...
