114 Job openings found

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on ...

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 ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

Employment Type: Full Time, Permanent   Job Description: 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 ...

Strategy Analytical Skills Regulatory Approvals Market Research Sales Strategy Investing Management Companies Regulatory Requirements Key Responsibilities: Lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking. Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities. Ensure product alignment with investment philosophy, regulatory requirements, and investor suitability ...

 JOB DESCRIPTION Position Name: AVP & Channel Head - MFD Retail SalesDepartment: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of distributor relationships in ...

Sourcing of new bank accounts through various channels and enhancing the portfolio based on customer requirements.  Ensure regular interaction with branches and existing clients.  Skills in CAM Preparation, Balance Sheet Analysis, Financial ratios, Security documentation and Scrutiny of security documents.  Interaction with the credit and ops team for sanction of fresh/renewals proposals and limit updating.  Credit Management & ...

 JOB DESCRIPTION Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...