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 ...
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 ...
2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
1.50 LPA TO 2.40 LPA
Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
3.50 LPA TO 4.20 LPA
Job Description – Senior Accounts ( 6 days working ) 10.30 to 7.30
Grn entry
Stock matching & correction
Fraction check & correct
Negative check & correct
Issue material entry
Share purchase sale entry
Mutual fund reconcile
MSME form 1 data filing
Proficient in Tally, or similar ERP systems
Location - Calcutta Leather Complex Gate No : 3, Zone : II ...
2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...