163 Job openings found

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...

Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling.   Job Profile: Lead will be provided by the company. Should have experience in Mutual Fund. Experience in Client portfolio management and HNI client handling. Relationship Management.   Salary: As per Industry Norms+ Sales Incentive  + Traveling Allowance. Job Location: Kharghar Qualification: Any Gender: Male/Female

Key Result Areas KRA (Accountabilities) Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievementso Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase saleso Profiles distributors and caters to their requirements to ensure ongoing business ...

Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in Job description Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...

DEPARTMENT: Ideation – Fixed Income JOB TITLE: Depending Upon Profile: 3-10 years Qualification : Post Graduate / Masters REPORTS TO: Head – Ideation / CIO COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate. Responsibilities:   Generate investment ideas and prepare proposals for Analyze Fixed Income Mutual Funds, Bonds, AIFs, Track PMS Universe, Index ...

Job Description -    What  is the roles objective :  Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers  Develop and maintain relationship with clients and all  channel partners and increase market share for DSPIM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain Build ...

We have an urgent opening for the position of  Sales Executive  for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on market The proper information to clients of a transaction at a specific interval. Strive towards achieving the individual goal and thereby the ...

The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...

We have an urgent opening for the position of  Operations executive for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Client servicing and back-end operations support for Direct clients Online/offline transactions execution, tracking, and reconciliation Handle client queries related to transactions Provide transactional support to clients Manage other activities i.e. Daily business MIS, Excel sheet, etc.   Desired Candidate Profile Ideal ...