1 Opening(s)
22.0 Year(s) To 35.0 Year(s)
8.00 LPA TO 15.00 LPA
Job Title - Private Banking Advisor
Location – Mumbai, India
Role Description
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to enhance ...
5 Opening(s)
0 To 3.0 Year(s)
1.00 LPA TO 3.00 LPA
A CASA (Current Account Savings Account) Sales Officer is responsible for generating new business by selling current and savings account products to potential customers. Here are some key responsibilities and skills typically associated with this role:
Responsibilities:Sales Target Achievement:
Achieve assigned sales targets for CASA products.Develop strategies to meet monthly and quarterly ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 18.00 LPA
Role Summary: As the General Manager & Head of Quality Assurance, you will be the strategic custodian of call quality, compliance, and sales behavioral enablement across our high-volume insurance sales contact center.
You will lead the QA ecosystem to ensure, monitor, and analyze business transactions to establish the right behaviors of ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:Understand ...
2 Opening(s)
0 To 1.0 Year(s)
1.20 LPA TO 1.40 LPA
Qualification- Any Graduate / 12th pass.
Salary- 10,000 to 12000.
Requirement- Freshers & Experience both can apply.
Location- MG Road, Indore (Madhya Pradesh).
Preferred- Good Communication Skills & Confident.
Minimum 1 year experience preferred in Telecalling & Insurance Sales.
Skills- Documents verification.
Insurance renewable.
Showroom Sales.
Knowledge of MS Office.
Back Office Sales.
4 Opening(s)
2.0 Year(s) To 6.0 Year(s)
0.00 LPA TO 0.00 LPA
Financial Product Sales (Insurance and Mutual Fund).
Client Meeting.
Explaining the product in details.
Collecting all relevant documents and closing the deal.
Skills Required:
Experience of Life Insurance business with a reputed organisation is a must.
Self-driven, outgoing, smart with good interpersonal skills.
Weekly Off: Every Sunday and 1st Saturday of the month
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 10.00 LPA
Key Responsibilities:
Requirement gathering related to partner platform, BRD creation, Scope creation, Defining Use case, UAT testing, release planning,
Requirement prioritization, Planning, Tracking & reporting projects related to partner apps & website, Maintaining requirement matrix, Stakeholders management
Driving platform utilization increasing adaption, downloads, monthly active users, Installed, reducing uninstalls,
Mapping user journey, App ...
200 Opening(s)
0 To 5.0 Year(s)
0.00 LPA TO 2.50 LPA
Post : Sales ExecutiveConvert company-provided leads into life insurance salesConduct field work for client meetings and policy closuresExplain product features and recommend suitable plansBuild and maintain strong relationships with customers
Required Candidate profile
Education: GraduateExperience: Min. 1 Year Banking / Loan / Sales / InsuranceFresher Can Apply.Age: 21–35 years