5 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with ...
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 19.00 LPA
Client Relationship Management:
Build and maintain strong, long-lasting relationships with corporate clients.
Serve as the primary point of contact for clients and respond to their banking needs and concerns.
Regularly meet with clients to understand their business requirements and identify opportunities for new banking solutions.
Product & Service Sales:
Drive the sales of corporate liability ...
2 Opening(s)
0 To 5.0 Year(s)
1.18 LPA TO 5.00 LPA
We have opening for the post of Sr. Sales Executive-Mutual Fund for a reputed Company (Mutual Funds services) at Pune (Viman Nagar).
Please find the details for the same:
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Job Profile:
Lead will be provided by the company.
Should have experience in Mutual Fund.
Experience in Client portfolio management and HNI client handling.
Relationship Management.
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Kharghar
Qualification: Any
Gender: Male/Female