5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...
1 Opening(s)
1.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 22.00 LPA
Job Purpose:IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor.As a leading financial institution, we are committed to providing our clients with the bestinvestment solutions and services. We are looking for a dynamic individual who is passionateabout wealth management and has a strong understanding of the financial ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
12.00 LPA TO 25.00 LPA
Job Description
We are seeking a Product Manager to manage and grow the Wealth & Investments portfolio on the Mobile/ Internet Banking platform. The role will be responsible for driving business growth, customer acquisition, engagement, and revenue across Mutual Funds, Insurance, Bonds, NPS, Deposits, and other investment products while ensuring a ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Overview
We are looking for an Investment Counselor with strong knowledge of mutual funds, financial markets, and investment products. The role involves supporting sales teams and distributors, providing product and market insights, strengthening client relationships, and driving business growth across the assigned zone.
Key Responsibilities
1. Product & Market Expertise
Develop in-depth knowledge ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Overview
We are looking for an Investment Counselor with strong knowledge of mutual funds, financial markets, and investment products. The role involves supporting sales teams and distributors, providing product and market insights, strengthening client relationships, and driving business growth across the assigned zone.
Key Responsibilities
1. Product & Market Expertise
Develop in-depth knowledge ...
9 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.50 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales Manager
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Capital Markets
- Stock Broking
- Brokerage Income
- Branch Sales
- Retail Sales
100 Opening(s)
1.0 Year(s) To 6.5 Year(s)
Not Disclosed by Recruiter
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales Manager
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Capital Markets
- Stock Broking
- Brokerage Income
- Branch Sales
- Retail Sales
65 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.50 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Retail Sales
- Branch Sales
- Income
- Brokerage
- Stock Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Aif
60 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.00 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving ...