Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
We have vacant of 05 General Manager Wealth Tech Jobs in Gurgaon, Experience Required : 10 Years Educational Qualification : Post Graduate Diploma, M.B.A/PGDM Skill leadership, mutual funds, financial products, insurance provider etc.
JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory
Mutual Funds Financial Product SalesGood Convincing PowerGood Communication SkillUnit ManagerWalk in
Hiring for 2 Unit Manager Jobs in Gurugram / Gurgaon, Haryana, Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill, for Freshers, Required Educational Qualification is : Professional Degree, Other Bachelor Degree with Good knowledge in Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill etc.,
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
CRM BDMFinancial ProductsCustomer Relationship ExecutiveCustomer HandlingClient RelationshipWalk in
CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledgeFinancial Analysis and risk management knowledgeCommunication and presentation skillsClient relationship management skills, ability to manage and prioritize multiple tasks and projects within afast-paced environmentBusiness understanding of client business models with acumen on new client acquisitionsSales skills with excellent negotiation, presentation and client acquisition skillsUnderstanding of recent technologies in Financial Markets & Business .Deal closure and execution skillsStrong cross - cultural awareness and interpersonal skillsHigh degree of integrity, ethical conduct, and professionalismBachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plussatish kohli
Portfolio Manager GurgaonPortfolio ManagementFinanceBroking ManagerWork From HomeWalk in
Job descriptionResponsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Advice in financial products or securities or fund or asset or portfolio management.Required Candidate profileTo earn a greater return than the return expected given the level of risk outlines investment details, such as minimum investment requirements, liquidity provisions