5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
5 Opening(s)
2.0 Year(s) To 12.0 Year(s)
3.00 LPA TO 13.00 LPA
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 & ...
1 Opening(s)
7.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 12.00 LPA
Manage a team of VRMs by driving business agendas and support activities required to facilitate business
Lead from the front by taking calls and imparting on the job exposure / training to VRMs in handling important clients and concluding the transaction online
Monitor the Call records and listen to live calls via. ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.00 LPA
The Premier Acquisition Manager is responsible for acquiring new Premier Banking customers, growing the liability book, and increasing the bank's portfolio through customer acquisition and cross-selling. The role focuses on building long-term relationships with affluent customers while achieving sales and revenue targets.
Key Responsibilities:
Acquire new Premier Banking customers through branch references, ...