73 Job openings found

Relationship Manager Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client ...

We are seeking a responsible and knowledgeable Branch Officer to manage branch operations for our stock broking unit at GIFT City (IFSCA). The ideal candidate must have good understanding of capital markets, trading operations, compliance frameworks, and client servicing within a broking environment.Key Responsibilities:• Identify and acquire new clients for ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Role DescriptionThis is a full-time on-site role for an Underwriting & Placement (EB & Non-EB) position at in New Delhi. As part of the role, you will beresponsible for day-to-day underwriting activities, evaluating risks, and placing insurancepolicies. You will work closely with stakeholders to ensure accurate assessments andadherence to policies and ...

Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS,advisory account and insurance ...

Job Description & Responsibilities: We are looking for a creative and strategic Content Writer with a strong background in the BFSI or NBFC domain to join our growing team. The ideal candidate will be responsible for producing high-quality, SEO-friendly, and brand-aligned content across various digital and print platforms. This role requires ...

Key Result Areas : Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Revenue Generation - • Net Revenue achievement as per targets from existing ...