226 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 ...

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 ...

Motilal Oswal Financial Services Ltd About the job: Commodity Advisor -Motilal Oswal Company Description: Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Established in 1987, MOFSL has grown into a 10,500+ member team with a focus on customer-first ...

Our key client is hiring for Relationship Manager. Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds Experience: Minimum of 1 year experience in Financial Product & Service sales    JOB DESCRIPTION Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure ...

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 ...

  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 ...

Job Overview: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. You'll be responsible for managing various backend processes that contribute to the overall ...