RS 2,50,000 To 3,00,000 Hyderabad, Bangalore, Chennai
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
Acquire...
Hiring for Asst Manager, Manager, Sr.manager and Tele Marketing Executives for a Well Established Real Estate and Wealth Management Advisory Company Located in Kaushambi Ghaziabad Near Raddisson Blu Hotel. Salary is No Bar for the Right Candidate. Fr...
Knowledge about banking industry
Portfolio management
Good Networking
Knowledge about international real estate market
Good in communications skills
Should be convincing
Should be good in lead generation and closure
Flexible and...
Job Description
Position-Relationship Manager
Company - Max Life Insurance Company
Location - Noida/Delhi
CTC- 4.5 lpa
Experience - 3 to 6 Years
JOB SUMMARY :-
The job holder is a key member of affluent team and respon...
-The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). -Maintaining client relationships and generate AUM from preferred clients.
-Advising HNI/Ultra HNI clients on their Investments and managing their overall financial ...
Key Skills : fund manager,fund analyst,fund management,sales,marketing,business development
Business Development through client contact
Cold Calling and Lead Generation along with attending client meetings with the Advisory team. Sales experience from Wealth management, broking firms and banks (corporate sales division). Client advisory ...
RS 1,50,000 To 3,50,000 North Delhi, South Delhi, East Delhi, West Delhi, Central Delhi, Delhi
• Acquisition of HNI, Ultra HNI clients and Retail Clients: Preparing & execution of Financial plan.
• Advising the client for making the Investment into financial Products like equity, portfolio management system, insurance, mutual fund, fixe...
RS Up To 50000 Canada, Switzerland, China, Indonesia, India, Japan, South Africa, south america
A Business Opportunity : EFS is currently seeking entrepreneurially minded individuals to train and to assist in their development in the world of Investment Counselling. This opportunity exists for individuals who are charismatic, highly focused and...
Key Skills : focus,investment counsellor,wealth management,mutual fund
PEOCIT is a leading financial services software products and Services Company focused on creating software products for financial services industry. PEOCIT partners with financial institutions to power-up their IT automation needs and innovation agen...
• Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc.
• Display efficiency in gathering market and customer info to enable negotiations regarding variations in product offering, deli...
Key Skills : strong communication skills .should have buisness related knowledge.,sales,marketing,wealth management
- Lear Accountability, Handling Sales to High Networth, Sme,Corporates and other Clients.
- Profiling Customers & Providing Products Who Meet Their Needs
- Deepen the Relationship By Cross Selling Products & Services According to Their N...
Key Skills : senior business associate,business associate manager,business associate
0-2years direct sales experience.
Good personality. (Energetic, good presentation, driven)
Good communication skills.
Candidate with direct sales experience. (Banking/Life Insurance), Banking/Wealth Management direct sales. Female candidates...
Key Skills : sales executive,sales,marketing,business development
• Managing the High Net Worth customers.
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer ...
Key Skills : effective and clear communication both oral and written,persuasive - selling skills,pleasing personality,target oriented,wealth manager,senior...
RS 1,25,000 To 3,00,000 Bangalore, Jaipur, Kolkata
Eureka is one of the leading Research & Advisory based Financial Intermediary in India. We have a strong belief in nurturing Investment Culture.
We are looking for candidates who are well versed with the Financial Investment Market. Languages know...
Key Skills : finance mutual funds relationship management client servicing team handling hni business development wealth management,sales,marketing,business...
Bachelor Degree or above in Mold Design, Mold Engineering, Mechanical Engineering or equivalent.
Good command of English (oral English a must), .
10~12 years plus working experience with a minimum of 5 years as a Mold Engineering Manager in a fast-...
Key Skills : tools die making,cnc,vmc,tool design,tool room manager
Ensuring the Productivity of Center and Relationship Managers as per the Expectation of the Company By Planning Activities for Sales, Identification of Training Needs and Measurement of Product Penetrations,
Key Skills : training need analysis,branch management,sales,wealth,team management,leader,area sales manager,sales manager,branch sales manager
Study the client profile from the Arthos platform and prepare cash-flow analysis
Map the Financial Plan given by Arthos Platform to the Risk profile of the client
Present the customized Financial Plan provided by the Arthos platform to the clie...
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
Acquire...
Key Skills : sales,insurance,life insurance,sales executive,marketing,business development executive
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...
To identify potential Corporates & HNI clients through referral networks and activities
To execute monthly sales plan to acquire large prospective clients and ensure regular
contact with all mapped clients through regular weekly / monthly Call...
Contacting Learning & Development managers in companies and building relationships with these people to sell Training on Finance, Leadership and Wealth Management
Key Skills : business development manager,sales manager,marketing manager,financial telecaller
Reputed Jewellery Need Chartered Accountant Inter Qualified with 15 years industry Expirence !
Job Description
Qualification: Inter-CA with 10 years of experience Gender:
Only male
Location: Coimbatore, Tamil Nadu
Details of Work: Should handl...
Faridabad, Gurgaon, Ghaziabad, Greater Noida, Noida, New Delhi
All property dealers/real estate agents/wealth management executives/banking staff/CAs/Financial consultants/brokers/DSAs/Sub-DSAs can contact to discuss the payouts and cases.
Note:We do only 50 Lakhs and above cases
Key Skills : business development,business associate,senior business associate,business development executive,senior...
Driving and managing Sales team
Acquisition of Demat/Trading accounts and cross sales of Wealth products through team of Sales Manager/ Relationship Managers
Maintaining the Team Size & Selection of Team.
Induction & Product Training for the...
Responsibilities
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.?
To research, investigate a...
Key Skills : wealth management,insurance management,associate vice president
The relationship manager will be responsible for acquiring Preferred clients (HNI /Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI cl...
RS 1,75,000 To 2,25,000 Hyderabad, Secunderabad, Bhubaneswar
Wealth Manager are responsible for the maximization of sales for the company’s products. They shall help in the turnover of sales and provide data’s regarding changes required in the product to meet customer standards. They will reach towards the...
Key Skills : communication skills,self motivation,conveyancing,graduate,self confidence & determination approach,• should possess the skill to work both in team...
Job Description
Business Development Manager
Design & develop the business plan to Increase the premium collection of Health insurance.
Hold periodic customer meets & get new client onboard by doing business development activities in...
Dealer Reactivation
About Company :
Motilal Oswal Financial Services Limited started as a stock broking company and has blossomed into well diversified financial services firm offering a range of financial products and services such as Private ...
Key Skills : sales,direct sales,equity advisor,sales executive,marketing,business development executive
Business Development Executive Requirement in Saharanpur
qualification- Graduate/pg
experience-(fresher/ Experienced)
male/ Female- Male Candidates Can Apply
industry Type- Service Provider
salary- 7000 to 10000 +incentive (approx.)...
Key Skills : presentable,sales,marketing,business development
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...
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
Acquire...
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
1. Counseling:
• Focus on generating the business on monthly basis through assigned leads and other BTL activities.
• Driving the registration for the programs specified by the centre.
• Counsels on Finance Certificate Programmes on Ca...
- 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
Customer
- En...
Operations Manager
Experience: Above 3 Years
Compensation: Rs 3.0 Lakh to Rs 4.2 Lakh per annum (Depending on candidate).
Education: Preferable any graduate or postgraduate (MBA Preferred)
Industry Type: Financial Advisory, Broking for Financ...
AnandRathi Group is looking for Relationship Manager role (VP/AVP/Senior Manager/Manager) for Preferred Relationship Management (Wealth)
The Wealth RM is the ultimate face of the business as (s)he is going to be the final point of contact with the c...
Dear Candidates, We are looking for energetic persons to our business. Willing to improve organization's wealth and achieve growth. Immediate joiners are preferable. No age Limit. Positive, energetic persons must.
Key Skills : bpo team leader,bpo manager,bpo management,bpo supervisor
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 have An Urgent Opening with Our One of the Prestigious Client in Financial Sector. Please Find Below Mentioned Job Responsibilities. Regional Sales Manager (location Head for North)
- Financial Services:
- Manage a Team of Managers for Direct...
Advise and Assist with Design of Investor Communications in Conjunction with Any Appointed External Financial Pr Agency
oversee the Production of Transaction Documentation in Close Co-operation with the Client\'s Legal Advisers
advice On the Ov...
Senior Back Office Executive
experience: Minimum 2 to 5 Years (preferable in Mutual Fund, Investments Sector,)
age: 25 Years to 35 Years
location: Fort, Mumbai
compensation: 18k per Month to 25k per Month (depending On Candidate Current Ctc)
...
Key Skills : senior back office executive,backend executive
Responsibilities:
-Plan, conduct, and manage the analysis of complex business issues to be solved with process changes and information systems.
-Apply a broad knowledge of various business processes and functions and technical expertise to ...
2 to 20yrs in client management and acquisition are welcome to apply. The organization is primarily into sale of Retail Financial products. Job openings for Relationship Manager/Assistant Relationship Manager/Senior Relationship Manager/Sales Manager...
Only Kolkata based candidates need apply who are currently into Wealth Management. Fixed CTC Upto Rs. 14 lakhs plus variables. Please mention your current CTC, Expectd CTC, Notice Period, Current Organization and Role. These are must to process your ...
Research and application of waste to wealth. Undertaking research on materials, development of products and application of technologies
Key Skills : research & development engineer,research analyst,product development engineer,product development,quality control,material research,waste management,...
Angel Broking Private Ltd
INTERNSHIP DESCRIPTION:
Angel Broking Firm is conducting an internship program called as ANGEL INTERNSHIP MANAGEMENT (AIM). Through this program the students can avail in-depth knowledge in Financial Market. It will in...
Key Skills : communication skills,team leader quality,personal banker,banking executive,banking assistan
We have An Urgent Opening with Our One of the Prestigious Client in Financial Sector. Please Find Below Mentioned Job Responsibilities. Regional Sales Manager (location Head for North)
- Financial Services:
- Manage a Team of Managers for Direct...
Key Skills : Regional Officer,Sales officer,Marketing Head
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