1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
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 ...
3 Opening(s)
2.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 10.00 LPA
It is a BSE Debt Listed Company.It aims to be a one-stop investment solution for all types of investors, providing a comprehensive range of products including Fixed-Income Securities, Listed Equity, Real Estate, Unlisted Equity, Mutual Funds, and more.
Generating consistent returns for over 8 years in the industry. Pool of Investors ...
1 Opening(s)
2.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 15.00 LPA
Job Title: Client Acquisition Architect
Location: Pune and Hybrid Type: Full-Time Experience: 5+ years in financial services sales or sales support
About Us:
Manage and enrich CRM data (HubSpot) to ensure account intelligence is up to date
Assist with outbound campaigns through personalized messaging, follow-ups, and tracking performance metrics. Follow up with We ...
4 Opening(s)
4.0 Year(s) To 8.0 Year(s)
12.00 LPA TO 15.00 LPA
is a SEBI Registered Category -I Merchant Banking Firm engaged in
Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and
Financial Due Diligence. The Company focuses on Debt Syndication and Structured Finance, Debt Restructuring
and Resolution Services. The group has diversified into NBFC, Cat I AIF. The Company is ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 6.00 LPA
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 ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
6 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...