33 Job openings found

5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
15 Opening(s)
0.6 Year(s) To 3.0 Year(s)
1.80 LPA TO 2.25 LPA
Job Title: Financial Service Associate – Financial Services Location: Bhavnagar Experience: 0.6 - 2 years in sales (insurance) Salary: As per industry standards Job Responsibilities: Achieve business targets for financial products. Meet and counsel customers referred by HDFC Limited. Influence customers to buy Fixed Deposits and other products. Profile customers to recommend suitable investment and insurance options. Complete sales processes ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Designation: Area Manager Role/Functional Area: Area ManagerLocation: GujratExperience: 3 – 5 yearsRoles & Responsibilities: Business Target:* Achievement of business targets (OM, penetration, PE, NPE,etc.) for the teams in terms of all* insurance and other products as defined and agreed upon.* Goal setting for the team in conjunction with the Team ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...
1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...
20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
The purpose of this role is to perform assigned tasks in brokerage, dividend and vendor billingfunctions as per defined operations processes, policies and timelinesWhat is the objective of the role?Brokerage:? Primary responsibility of handling brokerage for MF, AIF & ETF comprising of understandingthe brokerage processing, reviewing brokerage structures, payouts, etc. ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Job Responsibilities:  Customer Profiling  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual Fund Industry  Should be well-versed ...

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