Search by job, company or skills
Wealth Management,
Financial Services
Roles & Responsibility:
Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.
In-depth knowledge of Stocks, Bonds, Mutual funds.
Cross Selling & Up selling of various products and offering by MOSL.
Visit to franchisee on monthly basis.
Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.
Generation of brokerage.
Generation of revenue via cross selling other products and services.
You can share me your resume on [Confidential Information]
Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Arts (B.A), Bachelor in General Studies (BGS), Bachelor of Applied Science (BAS), Bachelor of Health Science, Bachelor of Music Education (B.M.E.), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Social Work (B.S.W), Bachelor of Music
Role:Salesforce Admin, Relationship Manager, Equity Dealer
Industry:Wealth Management, Financial Services
Function:Banking
Job Type:Permanent Job
Date Posted: 26/10/2024
Job ID: 98125185
We at Team Ace HR are here to inculcate a new transformational culture which ensures expectations are set around value drivers and a win-win conversation between the employer and employee is possible.
We value people and relationships, we promise to go the extra mile to ensure the experience of working with us sets a benchmark and brand name in the industry.
For more details please visit our web page www.teamacehr.com