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
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 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 ...
Key Skills : manager,general manager,wealth manager,wealth 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
Pryas Wealth Advisors and Skill Adacemy
RS 1,75,000 To 3,00,000 Dwarka, Jamnagar
• Client acquisition and building relationship with retail/ HNI clients. • Cross selling of financial products. • Main responsibility : Client acquisition , retention , advisory and support • Experience preferred having basic pr...
Key Skills : sales,marketing,business development,sales executive
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