Role & responsibilities New Client Acquisition.Cross selling of third party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, Unlisted shares, IAP & Others services Offered by MOFSL).Revenue Generation-r...

Key Responsibilities:Client Acquisition & Relationship ManagementAcquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.Build long-term, trust-based relationships and act as a single point of c...

Profile : Relationship Manager1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate ...

Profile : Relationship Manager*Acquire 7-8 new clients monthly from the open market.*Cross-sell third-party investment products to existing clients.*Generate revenue from all products offered to sourced accounts.*Secure 5 SI...

ROLES & RESPONSIBILITIES: -Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch...

Role & responsibilities Financial Risk Product Expertise: Develop and maintain deep knowledge of financial risk products, including Fixed Income securities and credit underwriting processes, to evaluate and manage associa...