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E-RM role is primarily to work on non-equity business sourcing and servicing for MF, Fixed Deposits, Fixed income, Insurance, Loans and other products which company would sell

Working on Mutual Funds and Fixed Income products upsell and cross sell

Assigned base of clients (Main products being New SIP, Purchase, NFO, one clicks etc. in MF and Corporate FD, floating rate bond, SGB, Bonds etc. in Fixed Income)

Activation of new clients in various Non-Equity Products like MF, FD, etc.

Working on Digital dropped leads of non-equity products from website and app and getting conversion through them, would berated and performance on basis of Goal sheet of yearly basis.

Reach out to around 70/80 clients every day (except insurance where we need to meet client as per regulation), all other products to be pitched via phone. 

E-RM role is primarily to work on non-equity business sourcing and servicing for MF, Fixed Deposits, Fixed income, Insurance, Loans and other products which company would sell

Working on Mutual Funds and Fixed Income products upsell and cross sell

Assigned base of clients (Main products being New SIP, Purchase, NFO, one clicks etc. in MF and Corporate FD, floating rate bond, SGB, Bonds etc. in Fixed Income)

Activation of new clients in various Non-Equity Products like MF, FD, etc.

Working on Digital dropped leads of non-equity products from website and app and getting conversion through them, would berated and performance on basis of Goal sheet of yearly basis.

Reach out to around 70/80 clients every day (except insurance where we need to meet client as per regulation), all other products to be pitched via phone. 

Duringthe apprenticeship training the candidate will learn

1.Sales process
2.KYC guidelines and its implication
3.Basics of different Equity Products
4.Relationship management and customer engagement
5.Customer queries and its resolution

 AnyGraduate fresher can apply.

Role: Channel Sales Manager

Key Responsibilities:

This is an individual contributor role

 Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team.

To ensure right product is advised and sold to right customer. At all times customers should be kept on priority and seek to understand customer needs and service them on priority.  

Product and after sales support to the Bank team for handling customer queries and escalations if any.

To meet the KYC guidelines by checking all the KYC related documents from the customers.

Skill Set:

Good Communicator

Customer Service Orientation

Interpersonal Skills

Confident & positive approach

Role &Responsibilities:

To build and maintain strongrelationships with high-net-worth individuals to understand their financialgoals and objectives.

To provide personalized financialadvice and wealth management solutions to clients based on their needs and riskappetite.

To conduct regular portfolioreviews and performance updates with clients to ensure alignment with theirfinancial objectives.

To demonstrate expertise in wealthmanagement products, including but not limited to Alternative Investment Funds(AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity

To educate clients on the features,benefits, and risks associated with various wealth management products.

To recommend suitable investmentstrategies and products to clients based on their investment preferences andrisk profile.

To identify new businessopportunities and generate leads through networking and referrals.

To drive business growth byeffectively cross-selling wealth management products and services to existingclients.

To achieve revenue targets andcontribute to the overall growth of the private wealth management business.

To conduct thorough due diligenceon investment products and providers to mitigate risks.

To maintain accurate records ofclient interactions and transactions in accordance with compliance standards.

Key Requirements:

Should have strong understanding ofwealth management products, including AIFs and PMS.

Should have a proven track recordof building and managing relationships with high-net-worth individuals.

Should have excellentcommunication, presentation, and negotiation skills.

Should have the ability to workindependently and as part of a team in a fast-paced environment.

Having relevant regulatorycertifications (e.g., AMFI, NISM) will be an advantage. 

Role &Responsibilities:

To build and maintain strongrelationships with high-net-worth individuals to understand their financialgoals and objectives.

To provide personalized financialadvice and wealth management solutions to clients based on their needs and riskappetite.

To conduct regular portfolioreviews and performance updates with clients to ensure alignment with theirfinancial objectives.

To demonstrate expertise in wealthmanagement products, including but not limited to Alternative Investment Funds(AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity

To educate clients on the features,benefits, and risks associated with various wealth management products.

To recommend suitable investmentstrategies and products to clients based on their investment preferences andrisk profile.

To identify new businessopportunities and generate leads through networking and referrals.

To drive business growth byeffectively cross-selling wealth management products and services to existingclients.

To achieve revenue targets andcontribute to the overall growth of the private wealth management business.

To conduct thorough due diligenceon investment products and providers to mitigate risks.

To maintain accurate records ofclient interactions and transactions in accordance with compliance standards.

Key Requirements:

Should have strong understanding ofwealth management products, including AIFs and PMS.

Should have a proven track recordof building and managing relationships with high-net-worth individuals.

Should have excellentcommunication, presentation, and negotiation skills.

Should have the ability to workindependently and as part of a team in a fast-paced environment.

Having relevant regulatorycertifications (e.g., AMFI, NISM) will be an advantage. 

Key Responsibilities:

To deliver the desired target numbers by maintaining customer relationship.

To manage customer meetings and sales process as part of his reporting structure.

To consciously deliver support to Branch managers in increasing the profitability of the Branch.

To conduct market research for generating business thereby adding for revenue generation.

To ensuring customer satisfaction.

To explore new areas and ways to achieve productivity. 

To prepare and maintain an MIS report.

Skill set:  

Should have customer orientation

Should have strong interpersonal skills

Should be confident & positive approach

Should have analytical skills

Key Responsibilities:

To deliver the desired target numbers by maintaining customer relationship.

To manage customer meetings and sales process as part of his reporting structure.

To consciously deliver support to Branch managers in increasing the profitability of the Branch.

To conduct market research for generating business thereby adding for revenue generation.

To ensuring customer satisfaction.

To explore new areas and ways to achieve productivity. 

To prepare and maintain an MIS report.

Skill set:  

Should have customer orientation

Should have strong interpersonal skills

Should be confident & positive approach

Should have analytical skills

Equity Advisor: Equity Relationship Service 

Job Description: * /(Including key responsibilities, deliverables) : 

• Will be responsible for HNI client acquisition, equity advisory and dealing. 
• Achieve Business Objectives of sales numbers, revenue and product mix.
• Improve business generation from new and existing clients 
• Cement existing relationships, develop new ones; strong service 
• attitude. 
• Identify the customer requirement and need gaps and work towards 
• bridging the same 

Job requirement : 

• Ability to acquire, advise and handle relationships of top end clients. 
• Should be proficient in equity and derivatives products and 
• understanding of equities markets. 
• Certification in Equity and Derivative Segment mandatory 

Equity Advisor: Equity Relationship Service 

Job Description: * /(Including key responsibilities, deliverables) : 

• Will be responsible for HNI client acquisition, equity advisory and dealing. 
• Achieve Business Objectives of sales numbers, revenue and product mix.
• Improve business generation from new and existing clients 
• Cement existing relationships, develop new ones; strong service 
• attitude. 
• Identify the customer requirement and need gaps and work towards 
• bridging the same 

Job requirement : 

• Ability to acquire, advise and handle relationships of top end clients. 
• Should be proficient in equity and derivatives products and 
• understanding of equities markets. 
• Certification in Equity and Derivative Segment mandatory 

Equity Advisor: Equity Relationship Service 

Job Description: * /(Including key responsibilities, deliverables) : 

• Will be responsible for HNI client acquisition, equity advisory and dealing. 
• Achieve Business Objectives of sales numbers, revenue and product mix.
• Improve business generation from new and existing clients 
• Cement existing relationships, develop new ones; strong service 
• attitude. 
• Identify the customer requirement and need gaps and work towards 
• bridging the same 

Job requirement : 

• Ability to acquire, advise and handle relationships of top end clients. 
• Should be proficient in equity and derivatives products and 
• understanding of equities markets. 
• Certification in Equity and Derivative Segment mandatory 

Equity Advisor: Equity Relationship Service 

Job Description: * /(Including key responsibilities, deliverables) : 

• Will be responsible for HNI client acquisition, equity advisory and dealing. 
• Achieve Business Objectives of sales numbers, revenue and product mix.
• Improve business generation from new and existing clients 
• Cement existing relationships, develop new ones; strong service 
• attitude. 
• Identify the customer requirement and need gaps and work towards 
• bridging the same 

Job requirement : 

• Ability to acquire, advise and handle relationships of top end clients. 
• Should be proficient in equity and derivatives products and 
• understanding of equities markets. 
• Certification in Equity and Derivative Segment mandatory