1. Acquiring new clients like Demat and Trading A/c
2. Dormant client activation
3. Cross Selling Third party products like, LI, MF, Insurance, SIP, Fixed Deposit etc.
4. Promote Focus Product of the month
5. Maintain the brand image of t...
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 1,25,000 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...
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...
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 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 ...