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Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different productsKey…
Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products…
Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to…
Job Description 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPxe2x80x99s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation xe2x80x93 revenue to be generated from the…
Company Name: MOTILAL OSWALPCG Advisor JDAbout thisJob Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through…
Job Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other…
Company Name: MOTILAL OSWALPCG Advisor JDAbout thisJob Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through…
Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to…
KRAs:? Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets? Sources new bank customers through external individual efforts and acquisition channel? Ensures high levels of customer service orientation and application of bank…
Job Description 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPxe2x80x99s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation xe2x80x93 revenue to be generated from the…
Company Name: MOTILAL OSWALPCG Advisor JDAbout thisJob Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through…
Company Name: MOTILAL OSWALPCG Advisor JDAbout thisJob Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through…
Roles & Responsibilities:1) Financial Goal a. Revenuexefx82xb7 IP Business Upfront Revenues Insurance Businessxefx82xb7 30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond)2) Customer Goala. Activationxefx82xb7 Activation of Partners in Investment Product Business3) Process Goala. Processxefx82xb7 40 connected…
Job Key Responsibilities: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. \xef\x82\xb7 Ensures high levels of customer service orientation and application of bank policy. \xef\x82\xb7 Cross sells existing bank products to customers. \xef\x82\xb7…
Candidate should be Self motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite…
KRAs:? Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets? Sources new bank customers through external individual efforts and acquisition channel? Ensures high levels of customer service orientation and application of bank…
KRAs:1.Enhancement of Deposit pool from customers.2.Establishing standards and delivery of service.3.Sale of non deposit products. Cross selling targets progressively.4.Sale of MF and insurance products.5.Fee income.6.Branch administration.7.Regulatory compliance.8.Manage productivity, morale of branch personnel.EXPERIENCE:1.Large branch: 6 8 years banking experience. Medium branch:…
Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to…
Roles and Responsibilities: Should have experience in Affordable HL sales, LAP, HL. Should have atleast 1 year exp Should be earning decent incentives. Should have stable profile. Should be below 40 yrs of age. Should be well aware of the…