Location
surat
Job Type
Full-time
Posted
June 26, 2026
Job Description
Job Responsibilities –
- Team Handling and AUM collection
- Increase revenue from new client through up sale / Cross Sell
- Acquisition of HNI, Retail clients and Corporate Clients
- Promote Focus Product of the month.
- Ensure individual and team performance as per norms.
- Recruit, induct, handhold, facilitate and motivate team members.
- Retention of performing team members.
- Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.
- Ensure compliance as per various regulator and organization guidelines.
- Cross Selling of Third Party Products- LI, MF, PMS, FD, Bonds etc
Key Competence –
- Strategic thinking and decision-making capabilities.
- Client-centric approach with a focus on delivering value.
- Ability to handle pressure and meet deadlines.
- Strong problem-solvi...
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