4 Opening(s)
8.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 25.00 LPA
We are looking for an incumbent to drive new business growth by onboarding SMEs, MSMEs, OEMs, and Manufacturing companies onto our platform. The ideal candidate will have strong B2B sales experience, an established network within the industrial ecosystem, and a proven track record of acquiring new business accounts.This role is focused ...
1 Opening(s)
2.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 15.00 LPA
Job Title: Client Acquisition Architect
Location: Pune and Hybrid Type: Full-Time Experience: 5+ years in financial services sales or sales support
About Us:
Manage and enrich CRM data (HubSpot) to ensure account intelligence is up to date
Assist with outbound campaigns through personalized messaging, follow-ups, and tracking performance metrics. Follow up with We ...
1 Opening(s)
12.0 Year(s) To 17.0 Year(s)
15.00 LPA TO 25.00 LPA
Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
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 ...
5 Opening(s)
10.0 Year(s) To 12.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Summary
The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines.
Key Responsibilities
Strategic Leadership
Develop and ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
Job Description – Regional Relationship Head
Wholesale Solutions – Emerging & Growth Clients
Role Summary
The Regional Relationship Head will support the regional leadership in growing the Emerging and Mid-Corporate lending business. The role involves acquiring and managing corporate relationships, developing financing opportunities, structuring transactions, conducting due diligence, coordinating loan documentation and delivering budgeted asset-book, ...
100 Opening(s)
1.0 Year(s) To 6.5 Year(s)
Not Disclosed by Recruiter
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales Manager
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Capital Markets
- Stock Broking
- Brokerage Income
- Branch Sales
- Retail Sales
60 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.00 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving ...
65 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.50 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Retail Sales
- Branch Sales
- Income
- Brokerage
- Stock Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Aif
10 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 40.00 LPA
Client Acquisition & Business Development:
Acquire new priority banking clients through referrals, networking, and market outreach.
Identify and cultivate relationships with HNW and UHNW clients.
Develop and execute strategies to achieve revenue and client acquisition targets.
Conduct market research to identify business opportunities and stay updated on wealth management trends.
Wealth Advisory & Relationship Management:
Understand ...