59 Job openings found

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 ...

The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of the AMC at the Branch- Channel management across IFA’s, National Distributors and Banks- Team Management and development of sub - ordinates- Ensure standards of Customer Service and Compliance are met at the Branch- Monitoring ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

  Relationship Manager – Retail Sales (IFA)Position 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 at long term development ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

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 at long term development of ...

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs. List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance 1. Achieve customer acquisition targets for Retail customers Generate new leads ...

  POSITION: Relationship Manager – Banking Sales Position Purpose: Working with Banking Channel across assigned areas 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 at long ...

Position Name: Manager/Deputy ManagerDepartment: Registrar and Banking Operation FORMAL EDUCATION: (minimum requirement to perform job duties)  Post Graduate, Graduate with 1-3 years of experience in Financial Service sector WORK EXPERIENCE/KNOWLEDGE:  Minimum of 1-3 years experiences in operations role Preferably from Mutual Fund or financial sector with some knowledge of Registrar, banking, depository, brokerage, KYC ...

POSITION: AVP - Institutional Sales Business Unit: Institutional Sales Location: New Delhi Principal Accountabilities:   This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory  for Family offices. You Will Be Responsible For: Handling  Family offices Clients Liaising for wealth advisory  for Family offices. Responsible ...