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Tele Sales Executive

Day Shifts
Minimum 6months to 1 yr experience is must.
HSC/Graduates required

Customer Service Executive

Receive inbound calls and resolves customer query.
Shifts can be both 24/7 and day shifts.
Clients are both International and Domestic.

Branch Manager

“Responsible for managing the profitability of Branch.
Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch.
Manage team of RM, ASM and Ensure proper segregation of customers and active clients mapped to RMs.
Increasing sales, reaching the targets and goals set for the area, Channel management
Monitor brokerage of the branch/dealer and income from other products.
Monitoring team’s performance and motivating them to reach targets (ASM, RM, BSO)
Manage the clients in the locality within the said radius.
Handle overall branch operation, risk and administration related activities
Ensure connectivity in the branch.
Coordinating with the research team for advice/review of portfolio for top customers on a regular basis.”

Relationship Manager(Advisor)

“Guiding clients on our Digital Platforms.
Building relationships with clients & educating them about Investments.
Helping clients to build Portfolios with the help of our research.
Providing the right solution to their financial requirements.
NISM 8 and NISM 5A Certification”

Relationship Manager(Dealer)

“1. Trading on behalf of the clients
2. Building relationships with clients & educating them about Investments
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
4. Client meetings and bank branch visits as per goal sheet.”

Commodity Dealer

“1. Dealing on behalf of clients
2. Activating new clients
3. Deal in commodity market
4. Revenue generation”

Relationship Manager

This role is responsible for managing a set of relationships, acquisition of new relationships and driving mutual funds sales through different channels like Banks, Mutual Fund Distributors & National Distributors.

NR RM

Key Competencies:

  1. NR RM’s- NR RM will be responsible to manage NR customer/portfolio’s.
  2. Candidates should be excellent in communication and with good banking and credit card knowledge.
  3. Candidate should be open for sales profile and willing to work in shifts.

HNI Officers

Key Competencies:

HNI officers who will manage High Net worth customers. Candidates should be excellent in communication and with good banking and credit card knowledge. Candidate should be open for sales profile and willing to work in shifts.