RS3,50,000 To 5,00,000Ahmedabad, 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
RS6,00,000 To 10,00,000North 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
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...
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...
RS1,75,000 To 3,00,000Hyderabad, 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 ...