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...
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
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...
ProcessTo formulate sales strategies to acquire new retail clients for increasing client base
To do portfolio review of existing clients
To prepare & implement Financial assessment of clients
To assess the portfolio risk according to changin...
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...
A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.’s)
1. Manage and supervise the businesses as per organization\'s standard and objective.
2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist...
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...
• 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
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 ...
- 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
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
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...
The profile involves acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance
Key Skills : relationship management,financial services executive,business development
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...
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
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...
Customer service managers ensure that the needs of customers are being satisfied. Their aim is to provide excellent customer service and to promote this idea throughout the organisation they work for.managing a team of customer services staff..
Investments
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 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
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 New Customer by...
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...
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
Job Description
Company Facts:
With a manpower strength of over 750 dedicated employees present in 20 states, the organization delivers value with a highly personalized service in the areas of Equity, Mutual Funds, SIP, IPO, Wealth Management & Dea...
Key Skills : sales,stock broking,relationship manager,marketing,business development
BDM : S and V Rocks Ltd
Job Description Note for Business Development Manager
The Role is structured along the following lines -
1. Relationship Management with Existing Customers
2. Handling of administration
3. Search and Introduction of new ...
Key Skills : marketing associate,administration manager,business development manager
Retail Banking, Business Banking , Wealth Management and Financial Planning
law and Practice of Banking
communication Skill
finacle-core Banking Solution.
A. Sales Role. The candidate has to deal with high profile clients as the product amount size is also very high.
B. No door to door sales, totally appointment based.
C. Candidates should have good communication skills as hiring is for c...
Key Skills : sales associate,sales consultant,sales executive,business development manager,business development executive,relationship manager priority...
Dear Candidate,
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...
We are looking for Automation Engineers for our client . If you are interested in this position and ready to work for contract role, revert back with your updated CV and acceptance to process your cv to Morgan Stanley.
Job Type - Contract ...
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...
RS 1,00,000 To 2,25,000 North Delhi, Gurgaon, Delhi
Dear Candidate,
Currently We Have Most Urgent Requirements For Wpo(Wealth Planning Officer) Delhi, Gurgaon
Position : Wpo(Wealth Planning Officer)
Location : Delhi, Gurgaon
Experience : Fresher Or 1Year Experience
Job Description:\...
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
...
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...
We are looking for highly driven, motivated and tenacious individuals who will be able to support a busy and growing international wealth management firm with headquarters in Dubai and offices in London. The role will involve sourcing sales leads fro...
Key Skills : lead generation,sales,financial service executive,data mining,social media specialist
Job Description
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 pe...
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...
- Lead the preparation of accounts as per schedule vi of the companies act
- Guide Financial statements and accounting:
- Development of financial statements
the company as to the correct adoption of accounting policies as stipulated by institute ...
Key Skills : chief finance officer,finance manager,finance,finance head
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...
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...
We are looking for innovative, team-oriented individuals who enjoy working with others and maintaining relationships with our prestigious clientele. Purpose of this position is to promote sales. The company's portfolio is spread across Residential, C...
Key Skills : business development manager,real estate sale
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
• 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...
Job Description:
responsible to Make Calls to Activate Dormant Accounts (clients Who have Not Traded Since 3
months) and Generate Brokerage Primarily Through Advising Them On Their Equity Porfolio.
maintain Key Relationships with Team Leaders, Bra...
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
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...
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