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 ...
2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.
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, ...
4 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS,advisory account and insurance ...
6 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
1 Opening(s)
2.0 Year(s) To 20.0 Year(s)
10.00 LPA TO 14.00 LPA
Job Role -
Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on their needs ...