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
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 ...
Acquisition of new client and dealing with existing client
Advice client with various investment plans.
Advice clients related to wealth management products like- Mutual funds, Life Insurance, General Insurance, FDs etc.,
Prepare the financial pla...
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...
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
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 :
1. Help structure various investments and investment vehicles (structure). Help with the review of tax and legal considerations. Manage preparation and review of associated documents
2. Serve as the investment administration point perso...
We are South India's No.1 real estate consultancy / marketing firm and are looking for a Home Loan Executive for our Bangalore office.
You will be managing all home loan files of our clients which includes collecting documents from clients, prepa...
Key Skills : computer operator,data entry operator,computer data entry operator
- Advice customer on the various aspects of Personal Finance
- Call Customer’s back and create profiles with all the relevant data
- Perform a Need Analysis to ensure the right financial products are recommended to the
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...
RS 3,50,000 To 5,00,000 Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue
Effectively profile Customers and provide financial products so as to meet customer needs
Develop strategies to increase the client base