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 ...
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
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
-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
RS Up To 50000 EFS is entitled to have associates located anywhere in the World with the exception of the US, the UK and the EU.
EFS is a long established boutique operation with full agency agreements with large reputable Isle of Man Financial Services companies. The opportunity of "Wealth Manager/Associate Director" is based around you wanting to engage in meeting with succe...
Key Skills : wealth manager,wealth associate director
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
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
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
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
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...
Designation: Assistant Sales Manager
CTC- 3.5-4.5 lakhs (fixed salary + incentive)
salary is not target based
1. Achieving the target given to him / her.
2. Meeting the clients, selling our products and building relationships.
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Acquires new customers through active referrals from clients in existing portfolio an...
Key Skills : banking,sales,marketing,client relationship manager,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...
We are hiring candidates for the post of of Relationship Manager in a private sector bank in Delhi-NCR (multiple locations)
Ideal candidate must be graduate or post graduate with at least 3 to 4 years experience on such profile
Key Skills : client relationship manager,sales,marketing,business development
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...
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 ...
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
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...
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,...
TITLE: Associate / Senior Associate
REPORTS TO: Senior Manager
LOCATION: Mumbai, India (MSAS)
JOB DESCRIPTION: Development Engineer within Mutual Funds/Retirements in IPSIT organization, with primary focus on development, maint...
Key Skills : production support engineer,product development engineer,production engineer
Provide professional customer service to achieve a high percentage of customersatisfaction and retention.
Generate new business to achieve defined sales targets.
Achieve the Targets set in terms of product mix.
Build and deepe...
-cso have to Contact with Clients and Offer Them Financial and Banking Products.
-talk to Corporate to Offer Tax Service and Bank Loans.
-deal with Client Support and Update in Dvcr.
-support Wealth Manager to Achieve Satisfactory Financial Servic...
Key Skills : bpo executive,call centre executive,voice process executive,customer care executive,tech support executive,customer care...
Inviting Sales Experienced Candidates for Wealth Rm Role in Kannur, Calicut and Vadakara Locations.the Experience Needs to Be from Banking or Securities Sector, Where the Candidates Should Be Experienced in Sales of all Multiple Financial Products.
Key Skills : sales manager,marketing manager,business development manager,customer sales manager
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
- Handle financial operations of the property.
- Collect rent.
- Send out notices if rent is delinquent.
- Prepare and maintain financial statements.
- Update owners on status of property.
- Inform owners about occupanc...
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
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...
• Client acquisition and building relationship with retail/ HNI clients.
• Cross selling of financial products.
• Main responsibility : Client acquisition , retention , advisory and support
• Experience preferred having basic pr...
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..
• 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...
- Sourcing Role. Age Upto 35 Years With 4 To 6 Years Experience In Insurance Sales And Financial Industry.
- Profile Will Include - Business Deliver, Business Development And Channel Partner Development.
- Preferred Candidates From Wealth Channel...
RS 4,00,000 To 5,50,000 Patna, Raipur, Ranchi, Bhubaneswar, Kolkata, Siliguri-Jalpaiguri
We are Looking for Smart Dynamic Individuals At Different Levels of Broking Business. Being a Growing Organization, It is An Ideal Place for Individuals with High Ambitions. the Working Atmosphere is Highly Charged with a Young and Energetic Team of ...
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...
- Manage a team of managers for Direct Sales- Life Insurance Sourcing.
- Also to source products including Motor, Health, Deposits, Mutual Fund etc.
- Detailed Role- Wealth & Insurance Training, Joint Calls, Business Trac...
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
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
K&f Pride Mainly Doing Market Research, Marketing, Stock Exchange, Share Services (buy&sell) , Research Pre-ipo,Ipo Etc. K&f Pride Actually J/v with Idia Investment ,And Idia Investment Had Been Registered and Authorized By the Labuan Financial Servi...
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...
- 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