216 Job openings found

VRM Profile Summary   Role Objective: Build and maintain strong customer relationships through virtual channels   Key Responsibilities:   Manage a portfolio of customers and ensure high engagement. Drive sales of products/services through outbound calls and digital interactions. Provide personalized solutions based on customer needs. Achieve revenue targets and cross-sell/up-sell opportunities.   Skills Required:   Strong communication and persuasion skills. Experience in outbound sales or ...

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...

Hiring BDE - Surat Position: Business Deevelopment Executive (Male Candiadtes Preffered)Location: Adajan, SuratIndustry: FinanceExperience: 0.6+years Job Summary:We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and ...

Execute trades in equity, derivatives, mutual funds, and bonds. Create and execute short-term and long-term trading & investment strategies.                Monitor stock market trends, analyze price movements, and provide timely investment recommendations. Research financial products and market developments to support investment decisions. Prepare investment reports, performance analysis, and MIS on daily/weekly/monthly basis. Maintain compliance with SEBI ...

Job Title: Research Analyst. Location: Mumbai, India Experience: 2–5 years Reports to: Portfolio Manager About Us Shriram AMC is a growing asset management firm offering differentiated investment strategies through Portfolio Management Services (PMS) and Mutual Funds. We focus on long-term, research-driven investing backed by rigorous bottom-up stock picking and sectoral analysis. Role Overview We are ...

Role Details:Designation:  Manager - Digital Customer Connect and Experience, OutboundRole type: Team ManagerDepartment: DigitalReporting to:  Senior Manager - Digital Customer Connect  Location: Mumbai HOVRM Profile Summary   Role Objective: Build and maintain strong customer relationships through virtual channels   Key Responsibilities:   Manage a portfolio of customers and ensure high engagement. Drive sales of products/services through outbound calls and digital interactions. Provide ...

New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services   offered  by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced ...

  Product Management for new age Digital products ; managing P&L, creating product roadmap, creating go-to-market strategies, product marketing, fintech tie ups and managing risks Competition benchmarking, scouting  Fintech ecosystem and remaining  updated with emerging trends in bankin/fintech, to conceptualize executable ideas and present it to management Role will require developing product propositions ...

Product Manager – CMS, Wholesale Banking   Transaction Banking  Group Cash Management Services Location Mumbai Number of Positions 1 Reporting Relationships VP Position Grade DVP   Global Transaction Services Group is the Product & Product Sales function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management ...

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 ...