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 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 1,00,000 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
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
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
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