We have an urgent requirement for Executive Wealth Planning Officer for one of our leading BFSI Client in HSR Layout, Bengaluru.
Looking for Graduate candidates with minimum 2 years of Insurance/ BFSI Sales experience.
Qualification : G...
RS 2,00,000 To 4,50,000 Hyderabad, Bangalore, Mumbai, Chennai, Kolkata, Delhi
Sell Life Insurance plans
Work on the given leads by :
Enquire leads for an interest in purchasing life insurance policies
Collect Documents from interested leads
Ensuring timely issuance of policies by resolving pending issues
Key Skills : exp must minimum 6 months in field sales with aadharcard and pan card and prev company(s) exp letters,life insurance,sales,lead generation
Currently We have Urgent Requirement for WPO ((Wealth planning officer)
Position : WPO ((Wealth planning officer)
Location : Bangalore
Experience : Fresher or 1 Year Experience
Job Description :
- Advice customer on the various aspects of Personal Finance
- Call Customer’s back and create profiles with all the relevant data
- Perform a Need Analysis to ensure the right financial products are recommended to the
Job Profile:Will be involved into Relationship Building amp; Management with the customer for Sales amp; Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]...
Key Skills : Sales,BD,Marketing,Business Development Executive,Business Development
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
currently We have Most Urgent Requirements for Deputy Manager - Financial Services Based At Bangalore
position : Deputy Manager - Financial Services
location : Bangalore
should have Minimum 4 - 5 Years Experience from the...
I have an immediate opening in a reputed Bank for the position of Relationship Manager Wealth in Bangalore
Min Exp : 6 years of experience in Sales
CTC : Upto 9 LPA
Designation : Relationship Manager Wealth
Location : Bangalore
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
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...
Acquisition of new client and dealing with existing client
Advice client with various investment plans.
Advice clients related to wealth management products like- Mutual funds, Life Insurance, General Insurance, FDs etc.,
Prepare the financial pla...
We are South India's No.1 real estate consultancy / marketing firm and are looking for a Home Loan Executive for our Bangalore office.
You will be managing all home loan files of our clients which includes collecting documents from clients, prepa...
Key Skills : computer operator,data entry operator,computer data entry operator
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...
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Thiruvananthapuram, Kochi, 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 ...