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 ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 11.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 15.00 LPA
RM – Retail Sales (Delhi, IFA)
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted ...
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 ...