3 Opening(s)
3.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Need a Customer Relationship Manager for Andheri Branch, Mumbai.
Anyone with good exp from Wealth, Broking, MF Sales, (Equity).
Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size.
Back Office Activities etc.
Solving Queries, complete Process.
No Insurance candidates, Handling ULIPs portfolio would be ...
1 Opening(s)
4.0 Year(s) To 9.0 Year(s)
8.00 LPA TO 12.00 LPA
Need a Customer Relationship Manager for Andheri Branch, Mumbai.
Anyone with good exp from Wealth, Broking, MF Sales, (Equity).
Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size.
Back Office Activities etc.
Solving Queries, complete Process.
No Insurance candidates, Handling ULIPs portfolio would be ...
2 Opening(s)
2.0 Year(s) To 14.0 Year(s)
20.00 LPA TO 40.00 LPA
Sourcing business with ticket size of INR 10 crores to INR 150 crores in the form of Term loan, ODand LRD for West1 Region Responsible for customer acquisitions, channel management, book size growth and generating feesincome for SME Business Generate new business from open market, network of financial advisors ...
5 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 24.00 LPA
Sourcing business with ticket size of INR 10 crores to INR 150 crores in the form of Term loan, ODand LRD for West1 Region Responsible for customer acquisitions, channel management, book size growth and generating feesincome for SME Business Generate new business from open market, network of financial advisors and ...
10 Opening(s)
1.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job Description: Territory Business Manager
Designation: Deputy Manager / ManagerExperience: Minimum 1+ Year of Relevant ExperienceLocation: Mumbai
Role Overview
The ideal candidate will have strong knowledge of the local market and will work closely with DSAs, branch banking teams, vendors to acquire new customers. The role also includes cross-selling banking products, building relationships ...
- Business Banking
- Working Capital
- Sme Banking / Sbe
- Business Relationship Manager
- Sme Relationship Manager
- Business Banking Rm
- Working Capital Finance
- Business Loans
- Secured & Unsecured Loans
- Financial Services
- Credit Relationship Manager
- Commercial Banking
- Msme Banking
- Lap – Loan Against Property
- Od / Cc – Overdraft / Cash Credit
- Customer Acquisition
- Customer Retention
- Machiery Loans
- Equipment Finance
7 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
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 wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
9.00 LPA TO 12.00 LPA
1) Corporate Sales - BDM (Urgent Requirement)
No of Position : 01
Location : Ahmedabad
Designation : Up to Manager
Work Experience : 2 Years Above (In Insurance Industry)
Requirement : We are looking out candidate for Corporate Sales Direct Side and candidate must have EB/ Non EB Products Knowledge
Like : Health insurance, Fire Insurance, Marine Insurance, ...