Bhatia Consultancy Services
RS 1,25,000 To 3,00,000 Ludhiana
Job Title: Wealth Managers (sales) experience Required: 1- 4 Years job Location: Ludhiana qualification: MBA/ PGDM Finance & Marketing preference: Broking/ Mutual Fund/equity Advisor - Relationship/ Wealth Managers job Profile of Wealth Man...
Key Skills : wealth manager,relationship management,finance manager
Finpro Recrtuiters & Trainers
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Kottayam, Kochi, Trivandrum, Chennai
The selected intern(s) will work on following during the internship: 1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf. 2. Building relationships with the client & educating them about ...
Key Skills : nism,equity dealer,equity research analyst,equity advisor,derivatives trading,portfolio management,wealth manager,equity commodity...
RS 1,25,000 To 3,25,000 Ahmedabad
responsible to manage sales & expansion leading sales team selling investment product like Demat A/c Maintaining client relationship
Key Skills : sales,relationship manager wealth management,marketing,relationship managert
People Search Junction
RS 3,00,000 To 6,00,000 Bangalore
Designation: Relationship manager - Alternate Channel(AMC,Mutual Fund) Location: Bangalore Experience: Above 5 years experience in Selling of Mutual Fund, Experience in dealing with HNIs/ SME Corporate/ Charitable trust. Salary: Based upon Exper...
Key Skills : mutual funds sales,commercial banking,pms,wealth management,relationship manager
Shian Services Private Limited
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 Lia...
Key Skills : relationship manager,business development,relationship management,portfolio management,wealth management
RS 2,00,000 To 4,50,000 East Delhi, West Delhi
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...
Key Skills : senior relationship manager,customer relationship management,business development,wealth management,customer...
Talent Leads Hr Solutions Pvt Ltd
RS 20,00,000 To 30,00,000 Mumbai, Pune, delhi
Client Acquisition (Corporate/ HNI), Relationship Mgt, Acquisition of clients and maintaining relationships with key financial decision makers/promoters of corporate / institutions/ HNI Ensuring compliance with key regulatory requirements.
Key Skills : hni wealth management client acquisition,wealth management,wealth manager,vice president,client relationship management
Navodaya Consultancy Services
RS 1,75,000 To 4,00,000 Ahmedabad
Job Description Send me Jobs like this Advise the clients for Portfolio management in terms of their financial requirement To sell products like Life Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc. Take care of investment prospect...
Key Skills : wealth management,insurance,financial planner,advisor
Guru Placement Division
RS 2,75,000 To 3,25,000 Jaipur
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..
Key Skills : customer relationship manager,customer service management,client servicing wealth management,customer service...
Job Store Consulting
RS 3,75,000 To 6,50,000 Coimbatore, Madurai
Experience: 3+ Years domain: wealth management (mutual funds and insurance) industry - Banking or NBFC sectors
Key Skills : wealth management,relationship manager
Talent Leads Hr Solutions Pvt Ltd
RS 10,00,000 To 12,00,000 Indore
To identify potential HNI clients through referral networks To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Individual Role.
Key Skills : customer relationship manager,client relationship manager,relationship management,relationship manager,client...
RS 2,50,000 To 5,00,000 Gurgaon
Job Profile: - Manage Existing Corporate Client Portfolio. - Generate New Corporate customer Portfolio. - Acquiring HNI clients Dealing with projects. - Generating Revenue from set of clients. - Ensure healthy relation with existing client. ...
Key Skills : business development manager,business development,relationship management,sales,marketing,financial officer,wealth planning officer,financial...
Shanvi Staffing and Training Services
RS 10,00,000 To 15,00,000 Delhi
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
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...
Key Skills : insurance management,customer relationship manager,client support executive,insurance management,client support...
RS 3,00,000 To 4,50,000 West Delhi
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...
Key Skills : relationship management,banking,wealth management,customer service,relationship manager
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...
Key Skills : wealth management,hni,mutual funds,trading,demat accounts,direct selling,sales,business development,marketing