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 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
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 high end societies, cl...
Key Skills : business developer,sales,marketing,business development
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...
We have an urgent opening for Wealth Manager :-
Company Name - Ventura Securities Limited
About Company - Ventura Securities Ltd. (Ventura) commenced operations in 1994 as a stock broking house. Over the past two decades, w...
Key Skills : excellent written and oral communication skills,wealth manager,wealth management,wealth
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
-Taking lead on execution of
-various financing and investment or sale deals/proposals
-implementation of systems to make sure timelines are met, employee productivity is optimized
-money recovery from various parties in case of default
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
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
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
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...
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
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
RS 2,50,000 To 4,00,000 North Delhi, South Delhi, East Delhi, West Delhi, Central Delhi, Faridabad, Gurgaon, Sonipat, Ghaziabad, Noida
The 6 month PGDBM Program prepares you for a career in a private bank in sought after positions. We has partnered with India's leading banks - they trust us, so we can get you GUARANTEED job.
Our banking courses are a way in whi...
Key Skills : bank manager,banking,tally,accounting,finance,cost accounting
Acquisition of new clients (trading a/c"s: Eq/Commodity/Currency)
- Promoting Financial Planning where objective is to sell all the financial pdts (LI/MF/FD etc).
- Holding & Participating in events for lead generation activities.
- 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
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
Reputed Jewellery Need Chartered Accountant Inter Qualified with 15 years industry Expirence !
Qualification: Inter-CA with 10 years of experience Gender:
Location: Coimbatore, Tamil Nadu
Details of Work: Should handl...
JOB DESCRIPTION:- Support managers in offering financial services to clients.
Offer financial products to clients.
Give service to clients.
Meet HNI & corporate clients to offer various Financial Products like Fixed Deposits,Loans,Tax Servi...
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...
Must have Experience in Timeshare / Mutual Funds / Insurance / Wealth Management Sales (with At Least 5 Years in a Managerial Role). Excellent Communications, Own Vehicle and Knowledge of Ms-office Mandatory.
Key Skills : area sales manager,sales manager,sales
- 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
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 ...
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...
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 2,50,000 North Delhi, South Delhi, East Delhi, West Delhi
1.Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.
2.Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate,...
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...
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
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 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
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
Handling Liability products such as saving accounts and cross sell investment products, current accounts and assets.
Achieving Direct sales targets with required productivity in liability and cross sell products.
Ensure efficiency ...
Job opportunity with rapidly growing real estate Developer in Delhi/NCR. We are group of Real Estate Professionals seeking marketing professionals for the top Real Estate Company.
We are taking care of our investors investment and doing all the ha...
Key Skills : business development manager,business development,business development officer,business development head,business...
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...
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...
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...
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 ...
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...
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
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
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...
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