Sell Life Insurance Plans
Work On The Given Leads By :
Enquire Leads For An Interest In Purchasing Life Insurance Policies
Collect Documents From Interested Leads
Ensuring Timely Issuance Of Policies By Resolving Pending Issues
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...
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 1,00,000 To 2,50,000 North Delhi, South Delhi, East Delhi, West Delhi
1.Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.
2.Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate,...
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...
RS 1,00,000 To 2,25,000 North Delhi, Gurgaon, Delhi
Currently We Have Most Urgent Requirements For Wpo(Wealth Planning Officer) Delhi, Gurgaon
Position : Wpo(Wealth Planning Officer)
Location : Delhi, Gurgaon
Experience : Fresher Or 1Year Experience
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
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.?
To research, investigate a...
Key Skills : wealth management,insurance management,associate vice president
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 2,50,000 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
We are looking for highly driven, motivated and tenacious individuals who will be able to support a busy and growing international wealth management firm with headquarters in Dubai and offices in London. The role will involve sourcing sales leads fro...
Key Skills : lead generation,sales,financial service executive,data mining,social media specialist
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 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
Faridabad, Gurgaon, Ghaziabad, Greater Noida, Noida, New Delhi
All property dealers/real estate agents/wealth management executives/banking staff/CAs/Financial consultants/brokers/DSAs/Sub-DSAs can contact to discuss the payouts and cases.
Note:We do only 50 Lakhs and above cases
Key Skills : business development,business associate,senior business associate,business development executive,senior...