50 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 & ...
10 Opening(s)
2.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
Roles & Responsibilities:
1) Financial Goal a. Revenue
IP Business Upfront Revenues - Insurance Business
30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond)
2) Customer Goal
a. Activation
Activation of Partners in Investment Product Business
3) Process Goal
a. Process
40 connected interactions Per Day with min. 160 mins. Of talk ...
10 Opening(s)
2.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
Roles & Responsibilities:
1) Financial Goal a. Revenue
IP Business Upfront Revenues - Insurance Business
30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond)
2) Customer Goal
a. Activation
Activation of Partners in Investment Product Business
3) Process Goal
a. Process
40 connected interactions Per Day with min. 160 mins. Of talk ...
10 Opening(s)
2.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
Roles & Responsibilities:
1) Financial Goal a. Revenue
IP Business Upfront Revenues - Insurance Business
30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond)
2) Customer Goal
a. Activation
Activation of Partners in Investment Product Business
3) Process Goal
a. Process
40 connected interactions Per Day with min. 160 mins. Of talk ...
8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Back office operations for PMS, MF and other investment product:
- Speaking to customers on the documentations and other account opening queries.
- Meeting the client in person and closing the documentation needed.
- Managing the entire Bangalore client base for the PMS and MF products, if any.
- Coordinate with the Mumbai (central ...