14 Job openings found

  Relationship Manager Locations Kolkata , Siliguri , Delhi, Chennai, Bangalore, Ghorakhpur, Jaipur Hyderabad, Jodhpur, Lucknow, Dehradun , Bhubneshwar , Kanpur, Panchkula and Cochin   Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )   Please give preference to Sales persons having experience in B to ...

Profile: Accounts ManagerQualification: Inter CA, MBA FinanceExperience: Minimum 2- 3 yearsLocation: MumbaiRoles and Responsibility:Looking after all the Accounting and Banking Activities of the Clients· Bank Reconciliation· Banking activities like Letter of Credit, Cash Credit Limits, Enhancement of Loan, and Renewal ofSanction letter· Handling Fixed Deposits and Recurring Deposits of the ...

Team Management: Lead, motivate, and oversee a team of sales professionals. Set performance goals and provide regular feedback. Sales Performance: Drive the team to meet and exceed sales targets for products such as savings accounts, fixed deposits, and recurring deposits. Customer Relationship Management: Foster strong relationships with clients, address their needs and ...

Job Summary:We are looking for a highly organized and detail-oriented Account Executive to join ourbroking firm. The ideal candidate will assist in managing and reconciling financial accountsrelated to the trading of listed company stocks, ensuring compliance with regulatorystandards, and providing essential support to brokers and clients. Key Responsibilities: Funds Paying & ...

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 & ...

Job Title: Financial Service Associate – Financial Services Location: Bhavnagar Experience: 0.6 - 2 years in sales (insurance) Salary: As per industry standards Job Responsibilities: Achieve business targets for financial products. Meet and counsel customers referred by HDFC Limited. Influence customers to buy Fixed Deposits and other products. Profile customers to recommend suitable investment and insurance options. Complete sales processes ...

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 & ...

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 & ...

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 & ...

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 & ...