Open Positions

Position Code WM
Location Mumbai (Vashi / Andheri / Delhi (Barakhamba) / Kolkata / Hyderabad / Jaipur / Ahmedabad / Chandigarh)
Date of Posting 14 Jan 2020
Experience 5 to 8 Years

Professional Back ground

  • Required experience in Third Party Product & Distribution / Wealth Management exclusively.
  • Self motivated, dynamic, target oriented & goals achiever who can work independently.
  • Should possess excellent communication skills & presentation skills
  • Should be open to change and work in a healthy atmosphere

Responsibilities

  • Candidate will be responsible for Wealth Management Advisory.
  • Candidate will be responsible for selling products like Broking, Equities, Commodities, Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.
  • Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
  • Acquisitions of new clients and re-activation of existing clients by selling broking as well as wealth management products.
  • Ensuring customer satisfaction by customized and efficient support.
  • Focus should be on AUM.
Position Code RM
Location Delhi-NCR (Barakhamba, NSP, Rajendra Place, Gurgaon, Janakpuri) / Kolkata / Hyderabad / Lucknow / Ludhiana
Date of Posting 14 Jan 2020
Experience 2 to 5 Years

Professional Back ground

  • Should possess excellent communication skills, presentation skills, sales experience.
  • MBA with specialization in Marketing, Finance (Can have any other PG degree as well).

Responsibilities

  • Primary role: to sell broking products i.e. Equities, Commodities & Currencies.
  • Secondary role: to cross sell wealth management products i.e. Mutual Funds both equities/debt, NCDs / Bonds, Insurance, PMS, structured products etc.
  • Well versed in wealth management products like broking, equities, Commodities, debt, mutual funds, insurance etc.
  • Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
  • Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
  • Ensuring customer satisfaction by customized and efficient support.
  • Innovating and exploring new products from time to time to achieve acquisition and revenue targets.
  • Working within the hierarchy and should possess good leadership skills.
  • Should be open to change and work in a healthy atmosphere and also give training to subordinates.
Position Code TH
Location Mumbai (Goregaon) / Lucknow / Gurgoan / Jaipur
Date of Posting 14 Jan 2020
Experience 5 to 10 Years

Professional Back ground

  • Minimum 3-4 years’ experience in leadership role in similar vertical with total experience of at least 6-7 years.
  • Self-motivated, dynamic, target oriented & goals achievers.
  • Should have sound business acumen.

Responsibilities

  • Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products.
  • Business accountability - 70% from broking products & 30% from wealth products.
  • Ability to directly build and manage HNI & UHNI relationships.
  • Responsible for profit & loss of the vertical as per the strategic plan.
  • Sound understanding of Equities, Mutual Funds, PMS and alternative investments are critical for the job.
Position Code CRM
Location Noida
Date of Posting 14/01/2020
Experience 1 to 3 Years

Professional Back ground

  • Should possess excellent communication skills
  • Must Be Graduate

Responsibilities

  • Handling calls regarding various queries and maintaining relationship with them. Getting these queries solved through coordination with the respective department, Branch or sub-broker, Product/Process Query handling
Position Code INS
Location Delhi (Barakhamba)
Date of Posting 15 Jan 2020
Experience 3 to 4 Years

Professional Back ground

  • Excellent Communication Skills.
  • Life and General Insurance sales experience of min 3-4 years.
  • Excellent Product and process knowledge.
  • Goal oriented.

Responsibilities

  • Lead the insurance vertical and advise on processes for compliance, revenue & product related internal and backend procedures.
  • Meet individual monthly, quarterly and annual business targets.
  • Promote all types of approved insurance products and add clients in the system.
  • Breeding productive relationships to create a pool of prospective clients from various sources by networking cold calling using referrals etc.
  • Coaching, developing and supporting other Wealth Managers in selling insurance products.
Position Code CRM
Location Noida
Date of Posting 10 Jul 2020
Experience 7 to 8 Years

Professional Back ground

  • Experience Minimum 7-8 years preferably in Stock broking NBFC.
  • Excellent communication oral & written, & Leadership skills are a must.
  • Excellent mentoring, coaching and people management skills.
  • Strong business sense and industry expertise.
  • Qualification MBA, Graduate in any discipline.

Responsibilities

  • Handling entire CRM & LMS lead Management System related activities for PAN India.
  • Would be responsible for managing & training the team for all inbound outbound calls, verification calling process, email process, CRM processes etc.
  • Process improvement.
  • Identify steps in work processes. Identify improvement opportunities and propose timely suggestions.
  • Accountable for getting these queries solved through coordination with the respective department, Branch or sub-broker within the prescribed TAT.
  • To ensure team is trained enough in providing account related information using back office softwares other in house softwares. 
  • Be accountable for quality check of the calls emails triggered.
  • Educating clients & APs on services offered.
  • Complaint logging, tracking and closing. Solve customer disputes and queries.
  • To escalate the complaints to the concerned HODs and coordinate for early settlement of the same.
  • Reporting on the ROI for all lead generation programs.
  • Design and implement a strategic plan that expands company's lead base, be accountable for managing high-volume incoming leads & further allocation of the same for closure.
ALERTS
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,