50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Acquire & Soure Franchise & generate revenue
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Acquire & Soure Franchise & generate revenue
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
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 ...
70 Opening(s)
2.0 Year(s) To 6.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
60 Opening(s)
2.0 Year(s) To 6.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
60 Opening(s)
2.0 Year(s) To 6.0 Year(s)
4.00 LPA TO 5.00 LPA
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 ...
60 Opening(s)
2.0 Year(s) To 6.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
1 Opening(s)
8.0 Year(s) To 13.0 Year(s)
20.00 LPA TO 25.00 LPA
• Coordinate and negotiate with third party product manufacturers for sourcing products and services. • Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products.• Initiate the process to become a channel partner/associate with all third party product providers.• Actively search new investment products ...