16 Job openings found

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Job Description:   Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools. Focuses on Large Corporate Clients. Acquires new clients  Retains existing clients Focuses on cross selling ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...

Drive Insurance Sales through various business and distribution channels. Build and maintain strong relationships with HNI and retail clients. Provide advisory solutions across Life, Health, and General Insurance. Cross-sell and up-sell insurance products to existing wealth and broking clients. Achieve monthly, quarterly, and annual business targets. Act as a trusted advisor by understanding client financial ...

10+ Years, Min 3+ Years Exp in Team handling role from Banking Industry Min Graduation/ PG preferable Required CVs from larger Banks only   Hiring | Branch Manager – Retail Banking (CASA, Liabilities, Affluent, etc.)Beltola, Guwahati Senior team-handling leadership role in retail banking. 10+ years of banking experience with minimum 3+ years of team handling ...