54 Job openings found

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

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 ...

Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...

Job Purpose: Assist in portfolio management and drive lending strategies formulation for retail products. Roles & Responsibilities: Develop and expand the existing channel network. Continuous portfolio assessment to suggest policy interventions to keep the risk levels within acceptable range. Implementation of changes in policy and process on relevant platforms. Coordinate with various stakeholders to implement ...

Job Title - Private Banking Advisor Location – Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance ...

Analyse financial information obtain from clients to determinestrategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans areresponsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenuegeneration through investment products. Responsible for business development through acquisition ...

Designation – Relationship Manager – SalesQualification – GraduatesJob Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect. Providing clients with advices ...

Designation – Relationship Manager – SalesQualification – GraduatesJob Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect. Providing clients with advices ...

Designation – Relationship Manager – SalesQualification – GraduatesJob Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect. Providing clients with advices ...

Develop and expand the existing channel network. Continuous portfolio assessment to suggest policy interventions to keep the risk levels within acceptable range. Implementation of changes in policy and process on relevant platforms. Coordinate with various stakeholders to implement the same. Automation and Business Analysis of thepolicies to suit the effective system implementation on ...