266 Job openings found

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 ...

 The company is looking for a high performing Field Sales Associate to help meet customer acquisition, onboarding and revenue growth targets with a strong orientation in digital and metric driven analytical approach.   ROLES & RESPONSIBILITIES: Monthly target achievement in terms of number of customers acquired and converted (Achieve new customer acquisition (Registration ...

Job Title:L&D Head – Stock Market Training & Client Acquisition (NISM Certified)Location:Mumbai/KolkataExperience:Minimum 5 Years in Learning & Development (Finance/Stock Market Domain)Industry:Finance | EdTech | Stock Market Training | Brokerage______Job Overview:We are hiring a seasoned L&D Head with strong expertise in the Indian Stock Market and a proven track record in ...

Job Overview: The Operational Executive will work across various functions to support the daily operations of the firm. From client acquisition to ensuring compliance, this role is ideal for someone who is proactive, detail-oriented, and ready to contribute their energy and creativity to improving our operational processes. You will also ...

Roles & Responsibilities: Monthly target achievement in terms of number of customers acquired and converted (Achieve new customer acquisition (Registration and Onboarding) target Build and promote strong and lasting relationships with newly on boarded customers and connect them to appropriate sellers on the platform Market intelligence inputs for pricing and activation Enrich and maintain ...

We are looking for high-performing sales professionals to help meet customer acquisition, onboarding and revenue growth targets with a strong orientation in digital and metric-driven analytical approaches. Roles & Responsibilities:  Acquire new customers and generate business from new and existing customers.  Reach the given monthly target with the help of the assigned team ...

  📍 Location: Indore, Madhya Pradesh📅 Working Days: Monday to Saturday⏰ Shift Timing: 10:30 AM – 7:30 PM   We are looking for a dynamic and driven Sales Manager to join the  team and help expand the client base, boost revenue, and drive business growth through proactive sales efforts. Key Responsibilities: ✅ Client Acquisition & ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

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 Overview: We are looking for a CRM Executive who is eager to make an impact in the world of client relations and communication. This position requires someone who is creative, proactive, and excited to work in a fast-paced, relationship-driven environment. You will be responsible for maintaining and growing relationships ...