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
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
Knowledge about international real estate market
Good in communications skills
Should be convincing
Should be good in lead generation and closure
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...
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...
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
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
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...
- 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
- 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
-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 ...
RS 2,75,000 To 3,00,000 Chandigarh, Jalandhar, Ludhiana
Advise the clients for Portfolio management in terms of their financial requirement
* To cross sell financial products like Life Insurance, General Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc.
* Take care of investment prospect...
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...
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...
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 ...
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
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
There is opportunity to work with India's leading Wealth Management Solution provider, its aurgent vacancyfor Sr. PHP Developer, the candidate must have 4 Yrs + experience in Core PHP programming, Ajax, Java script, Python & MySQL
please note that w...
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...
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 2,00,000 To 3,00,000 Central Delhi, Greater Noida, Delhi
• Team Building and Team Leading, Mutual Fund, Insurance, Bonds, Securities, etc,
• Candidates having experience in general wealth products such as Mutual Funds, Insurance, Bonds.
• Should have their own client book and must have ...
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
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...
Roles and Responsibilities of the position
1. To do the entire portfolio management of the client.
2. Performing need analysis of the client\'s requirement and doing their financial planning / wealth management.
3. Managing and improving ...
RS 1,25,000 To 3,25,000 Dehradun, Haridwar, Roorkee
Male/ Female Graduates/ Post Graduates / MBAs
- the Candidate Should have a Minimum Experience of 1 Year in Operating of Nse/ Bse / Currency /
commodity Terminals and Should have Experience in the Capital Markets.
- Preference Will Be Given to...
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
Company Name: Max Life Insurance Pvt. Ltd.
Post: Relationship Manager Affluent
Salary: Upto 5.5Lpa
Function: Axis Affluent Banking
Reporting To: Zonal Head
Location: Delhi & Gurgaon
Experience: 3-6 Years Of Experience In Distributio...
Key Skills : sales / marketing,distribution operation,sales executive,marketing,business development executive
Responsible for generating sales with existing customers and developing opportunities with new customers within assigned territory.
Schedule and conduct weekly sales meetings and achieving targets
Responsible for generating sales with existing ...
Immediately need candidates for Wealth RM role in Kannur, Calicut and Vadakara locations. Looking for candidates with sales experience in Banking,Insurance,Mutual Fund,Securities, etc.Candidates with experience in Key accounts Management also can b...
Key Skills : sales manager,sales executive,marketing executive,businessd development executive
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...
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
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...
• 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...
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...
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 New Customer by...
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
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...
Angel Broking Private Ltd
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
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...