65 Job openings found

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...

Job Summary: We are seeking a seasoned Sr. Account Executive with extensive experience in managing accounts in the broking business. The ideal candidate will be well-versed in GST, TDS, finalization of accounts, bank reconciliation, and other financial regulations while demonstrating expertise in overseeing end-to-end financial operations. Key Responsibilities: Oversee and manage the accounting functions, ensuring ...

Role Summary: The Vice President of Digital Marketing will be responsible for driving digital strategy, customer acquisition, engagement, and retention through innovative and data-driven marketing initiatives. This role requires a seasoned leader with a deep understanding of financial markets, consumer behavior in investing, and digital platforms. Key Responsibilities: Strategic Leadership: Define and lead end-to-end ...

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: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Job Description  Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking slip.  Access risk factor to determine coverage, eligibility, premium pricing & Policy terms  Use underwriting guideline, rating manuals & industry standard to make informed decisions.  Negotiate with various Insurer on discounts as well as ...

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 ...

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 ...

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 ...

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 ...