Acquisition of HNI,Ultra HNI clients&Retail Clients rnAdvising the client for making the Investment into Financial ProductrnPenetration of Wealth Management or other investment product handling client\'s portfolio & maintaning relationship with custo...
This job is responsible for acquiring and managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.
Profile Comprehension & Required Skills
To do t...
RS 2,00,000 To 3,00,000 Central Delhi, Greater Noida, Delhi
• Team Building and Team Leading, Mutual Fund, Insurance, Bonds, Securities, etc,
• Candidates having experience in general wealth products such as Mutual Funds, Insurance, Bonds.
• Should have their own client book and must have ...
Company Name: Max Life Insurance Pvt. Ltd.
Post: Relationship Manager Affluent
Salary: Upto 5.5Lpa
Function: Axis Affluent Banking
Reporting To: Zonal Head
Location: Delhi & Gurgaon
Experience: 3-6 Years Of Experience In Distributio...
Key Skills : sales / marketing,distribution operation,sales executive,marketing,business development executive
RS 1,75,000 To 2,25,000 Hyderabad, Secunderabad, Bhubaneswar
Wealth Manager are responsible for the maximization of sales for the company’s products. They shall help in the turnover of sales and provide data’s regarding changes required in the product to meet customer standards. They will reach towards the...
Key Skills : communication skills,self motivation,conveyancing,graduate,self confidence & determination approach,• should possess the skill to work both in team...
The relationship manager will be responsible for acquiring Preferred clients (HNI /Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI cl...
• Managing the High Net Worth customers.
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer ...
Key Skills : effective and clear communication both oral and written,persuasive - selling skills,pleasing personality,target oriented,wealth manager,senior...
Key Responsibilities And Accountabilities
1. Responsible For New Client Acquisition, Building New Relationships And Increasing Depth In Existing Relationships With High Networth Clients
2. Accountable For Developing And Implementing An ...
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Acquires new customers through active referrals from clients in existing portfolio an...
Key Skills : banking,sales,marketing,client relationship manager,business development
RS 4,00,000 To 5,50,000 Patna, Raipur, Ranchi, Bhubaneswar, Kolkata, Siliguri-Jalpaiguri
We are Looking for Smart Dynamic Individuals At Different Levels of Broking Business. Being a Growing Organization, It is An Ideal Place for Individuals with High Ambitions. the Working Atmosphere is Highly Charged with a Young and Energetic Team of ...
The Wealth Manager Shall Be Responsible for Research/analysis and Recommending Enhancements to Further Develop and Maintain An Effective Wealth Management Strategy. this Position is Responsible for Managing the Delivery of Our Wealth Management Segme...
We are hiring candidates for the post of of Relationship Manager in a private sector bank in Delhi-NCR (multiple locations)
Ideal candidate must be graduate or post graduate with at least 3 to 4 years experience on such profile
Key Skills : client relationship manager,sales,marketing,business development
Looking for Graduates/MBAs with prior experience in sales/service in banking/insurance/finance sector below 28 years of age
openings are in Delhi NCR
CTC-3 to 4 lacs, excellent communication skills required. Send your updated resume to rsedutrain...
RS 2,75,000 To 3,00,000 Chandigarh, Jalandhar, Ludhiana
Advise the clients for Portfolio management in terms of their financial requirement
* To cross sell financial products like Life Insurance, General Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc.
* Take care of investment prospect...
Currently We have Urgent Requirement for WPO ((Wealth planning officer)
Position : WPO ((Wealth planning officer)
Location : Bangalore
Experience : Fresher or 1 Year Experience
Job Description :
We have Urgent opening with one of the Leading Stock Broking Co.
• NISM Series - VIII (Equity Derivatives)
Type of Experience: • At least 2 to 8 years of experi...
AnandRathi Group is looking for Relationship Manager role (VP/AVP/Senior Manager/Manager) for Preferred Relationship Management (Wealth)
The Wealth RM is the ultimate face of the business as (s)he is going to be the final point of contact with the c...
RS 1,25,000 To 3,25,000 Dehradun, Haridwar, Roorkee
Male/ Female Graduates/ Post Graduates / MBAs
- the Candidate Should have a Minimum Experience of 1 Year in Operating of Nse/ Bse / Currency /
commodity Terminals and Should have Experience in the Capital Markets.
- Preference Will Be Given to...
- Manage a team of managers for Direct Sales- Life Insurance Sourcing.
- Also to source products including Motor, Health, Deposits, Mutual Fund etc.
- Detailed Role- Wealth & Insurance Training, Joint Calls, Business Trac...
We have An Urgent Opening with Our One of the Prestigious Client in Financial Sector. Please Find Below Mentioned Job Responsibilities. Regional Sales Manager (location Head for North)
- Financial Services:
- Manage a Team of Managers for Direct...
Key Skills : Regional Officer,Sales officer,Marketing Head
- Lear Accountability, Handling Sales to High Networth, Sme,Corporates and other Clients.
- Profiling Customers & Providing Products Who Meet Their Needs
- Deepen the Relationship By Cross Selling Products & Services According to Their N...
Key Skills : senior business associate,business associate manager,business associate
We are looking for innovative, team-oriented individuals who enjoy working with others and maintaining relationships with our prestigious clientele. Purpose of this position is to promote sales. The company's portfolio is spread across Residential, C...
Key Skills : business development manager,real estate sale
K&f Pride Mainly Doing Market Research, Marketing, Stock Exchange, Share Services (buy&sell) , Research Pre-ipo,Ipo Etc. K&f Pride Actually J/v with Idia Investment ,And Idia Investment Had Been Registered and Authorized By the Labuan Financial Servi...
Only Kolkata based candidates need apply who are currently into Wealth Management. Fixed CTC Upto Rs. 14 lakhs plus variables. Please mention your current CTC, Expectd CTC, Notice Period, Current Organization and Role. These are must to process your ...
Ensuring the Productivity of Center and Relationship Managers as per the Expectation of the Company By Planning Activities for Sales, Identification of Training Needs and Measurement of Product Penetrations,
Key Skills : training need analysis,branch management,sales,wealth,team management,leader,area sales manager,sales manager,branch sales manager
RS 6,00,000 To 10,00,000 North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
Job Profile:Will be involved into Relationship Building amp; Management with the customer for Sales amp; Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]...
Key Skills : Sales,BD,Marketing,Business Development Executive,Business Development
Designation: Relationship manager - Alternate Channel(AMC,Mutual Fund)
Experience: Above 5 years experience in Selling of Mutual Fund, Experience in dealing with HNIs/ SME Corporate/ Charitable trust.
Salary: Based upon Exper...
Customer service managers ensure that the needs of customers are being satisfied. Their aim is to provide excellent customer service and to promote this idea throughout the organisation they work for.managing a team of customer services staff..
BDM : S and V Rocks Ltd
Job Description Note for Business Development Manager
The Role is structured along the following lines -
1. Relationship Management with Existing Customers
2. Handling of administration
3. Search and Introduction of new ...
Key Skills : marketing associate,administration manager,business development manager
Provide professional customer service to achieve a high percentage of customersatisfaction and retention.
Generate new business to achieve defined sales targets.
Achieve the Targets set in terms of product mix.
Build and deepe...
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
With a manpower strength of over 750 dedicated employees present in 20 states, the organization delivers value with a highly personalized service in the areas of Equity, Mutual Funds, SIP, IPO, Wealth Management & Dea...
Key Skills : sales,stock broking,relationship manager,marketing,business development
currently We have Most Urgent Requirements for Deputy Manager - Financial Services Based At Bangalore
position : Deputy Manager - Financial Services
location : Bangalore
should have Minimum 4 - 5 Years Experience from the...
To identify potential Corporates & HNI clients through referral networks and activities
To execute monthly sales plan to acquire large prospective clients and ensure regular
contact with all mapped clients through regular weekly / monthly Call...
The profile involves acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance
Key Skills : relationship management,financial services executive,business development
2 to 20yrs in client management and acquisition are welcome to apply. The organization is primarily into sale of Retail Financial products. Job openings for Relationship Manager/Assistant Relationship Manager/Senior Relationship Manager/Sales Manager...
Designation: Assistant Sales Manager
CTC- 3.5-4.5 lakhs (fixed salary + incentive)
salary is not target based
1. Achieving the target given to him / her.
2. Meeting the clients, selling our products and building relationships.
RS 2,50,000 To 4,00,000 North Delhi, South Delhi, East Delhi, West Delhi, Central Delhi, Faridabad, Gurgaon, Sonipat, Ghaziabad, Noida
The 6 month PGDBM Program prepares you for a career in a private bank in sought after positions. We has partnered with India's leading banks - they trust us, so we can get you GUARANTEED job.
Our banking courses are a way in whi...
Key Skills : bank manager,banking,tally,accounting,finance,cost accounting
• Client acquisition and building relationship with retail/ HNI clients.
• Cross selling of financial products.
• Main responsibility : Client acquisition , retention , advisory and support
• Experience preferred having basic pr...
RS 1,00,000 To 1,75,000 Ahmedabad, Ahmedabad Cantonment
- Achieving the Business Targets Assigned in Terms Of, Generating Revenue, Acquiring Clients, Enhancing and Upgrading the Client Relationships
- Profiling Customers and Suggesting Financial Products to Meet Customer Needs as per Their Risk Appetite...
We have an urgent opening For RM/Sales for Equity/ Broking.
Experience- 1- 6 years
1.Responsible for achieving sales targets.
2.Acquisition of quality clients through networking, data base, market intelligence ...