Cash Management Graduate Jobs in Hyderabad

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239

Responsibilities: Drive sales of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Achieve aggressive sales targets set by the company. Develop and maintain relationships with clients to promote financial products. Provide financial advice and guidance to clients based on their needs. Stay updated on market trends and product knowledge.Requirements: Proven experience in sales, preferably in the financial services sector. Strong understanding of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Excellent communication and interpersonal skills. Ability to work under pressure and meet deadlines. Relevant certifications or qualifications in finance or sales would be a plus.

1.New Wealth Client acquisition through Branches.2. Achieve revenue targets.3. Corporate Presentations & Tie-ups4. Regular Lead Generation Activities.

Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan

We have excellent openings for people good at communication to work on Bhagavad Gita University Project that is proposed in 100 acres in 1200 crores budget. There shall be a basic salary of 40-50k with assured incentive of 1-2 lakhs per month. Will be given a car and driver to meet celebrities and top level businessmen. Ex TV serial actors, News Anchors, Models, People in Beauty and Glamor field. People may send their photos or a short video to .Full Job Description.* Any Qualification.* Freshers/Experienced can also apply.* Should speak in Telugu and English.* Should have excellent communication and Interpersonal skills.* Should have good convincing and negotiation skills.* Should have excellent Analytical and problem solving skills.* Should be Fast Learner, Team Player & Pro Active.* Dedicated & Result oriented.* Good analytical skills/ Excel / Word/ PowerPoint.* Ability to work independently and multi-task in a fast paced environment.* Should have pleasing personality.* Should be talkative, bubbly, ever joyful and humorous.* Establish contact of Businessmen and Celebrities and follow up.* Should be able to explain the Need for Gita University to Rich people.* Should have lot of passion in fundraising.* Maintaining fruitful relationships with clients.Job Type: Full-timeSalary: 5 - 6 lakhs per annum

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

To recruit, engage and launch BMs To ensure that BMs recruit, appoint and train PFAs Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives Ensure BMs and PFAs are adequately trained by the training team for the Job To drive BMs & PFAs to achieve their earning goals thereby achieving personal business target To ensure leads allocated from HO in SAMS are worked upon and updated Protect existing customer base by engaging with them and keeping the policies persistency To handle complaints of team, customers & ensure timely & proper resolution

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

We are seeking a highly motivated and result-oriented Sales Development Manager for our Banking sector operations. The ideal candidate will be responsible for driving sales strategies, achieving business targets, and expanding our customer base in the region. If you have a proven track record in field sales or life insurance, along with excellent communication and leadership skills, we invite you to apply for this exciting opportunity.Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan