JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

JD for Relationship Manager (Mutual Fund) is: - Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors. - Should be passionate for driving sales in direct market - Should be hands on knowledge about mutual funds market - To convert leads into sales - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization - Will be primarily responsible for identifying, and souring clients for Mutual Funds only - Responsible for achieving targets as assigned by the organization on a monthly basis - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix - Generating leads from Open Market who are inte

Responsibilities: - Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc. - Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc. - To provide client service and engagement at 360 degree levels. - Required to develop and execute customize events like Caonpi, customer awareness seminar, outdoor marketing activities etc. - Providing branch operational supports. - Developing healthy relationship with sub-brokers and doing intervention with them as per supervisor's advice. - All mass file downloading, reading of research report and limit opening for some special clients - Trading activity, dormant client follow up, some prospective client follow up. - Trade confirmation - Business development, new acquisition, service call, marketing activity etc. - Reporting to branch manager, any other

Branch Manager / Sr. Branch Manager /Branch In-Charge Requirements: - Qualification - B.Com /MBA Marketing/Finance / Any Graduate - Experience - 3+ Years of corporate managerial experience CTC - based on candidates experience and merits - Location - As per vacancy chart Responsibilities: - Responsible for overall development of branch (i.e. Business Development, Marketing,Operations, Risk Management, Collection activities, Authorized persons and man power etc.). - Acquiring personally HNI and ultra HNI category clients (privilege category) for broking & third party products through networking, database, references from existing clients and assigned leads from the organization. - Assisting recruitment processes, handholding and mentoring branch employees. Motivating and making them self dependent in day today operations. - Executing strategies for their branches and assisting team members individually to achieve their defined goals. Providing `feedbacks and reviewing performances of th

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