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...
A leading stock broking company is looking for candidates for their HNI & Preferred Client Group sales division
Level: Manager / Sr. Manager
Salary: INR 4,00,000 - 7,00,000 P.A. + Incentives & Allowances
Key Skills : sales and marketing,hni clients,sales,marketing
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...
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
RS 10,00,000 To 12,00,000 Bangalore, Mumbai, Kolkata
Greetings from Nayajobs Consultancy
We have opening in Reputed Dubai Based Insurance Company located in india.
should have experience in field sales of insurance products and wealth or investment products.
Should be more presentab...
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...
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
-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...
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...
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
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...
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
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
Preferring candidates from Banking or securities sector with the experience in sales of all multiple financial products. Sales experience as a key accounts manager with any other industry can also be considered. the vacancies are available in Kannur,...
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...
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
This job is responsible for acquiring and managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.
Profile Comprehension & Required Skills
To do t...
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...
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
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
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...
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...
- 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...
Looking for Graduates/MBAs with prior experience in sales/service in banking/insurance/finance sector below 28 years of age
openings are in Delhi NCR
CTC-3 to 4 lacs, excellent communication skills required. Send your updated resume to rsedutrain...
- 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...
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 ...
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 2,25,000 North Delhi, Gurgaon, Delhi
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
To identify potential Corporates & HNI clients through referral networks and activities
To execute monthly sales plan to acquire large prospective clients and ensure regular
contact with all mapped clients through regular weekly / monthly Call...
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
- 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
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
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...