456 Job openings found

Role: Relationship Manager Company: Choice Equity 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 ...

Role Summary: We are looking for a creative and research-oriented Finance Content Writer to develop engaging scripts for educational finance videos and social media content. The role involves simplifying complex financial concepts, researching market trends, and creating accurate, audience-friendly content on mutual funds, personal finance, and investments while collaborating with the ...

Job Title  VRM cum Trainer(Outbound Processes)   Role Summary Key Responsibilities   Role Objective: Build and maintain strong customer relationships through virtual channels   Key Responsibilities: Drive Sales and Training for VRMs 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.

POSITION: Deputy Manager/ManagerReports to (Position): VP - Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Education Background MBA/ Graduate (With minimum 3 to 4 years’ experience) or Chartered Accountant(Fresher or with 1 Year of Experience) Principal Accountabilities :  Prepare and review all frequency regulatory/management reporting’s in line with SEBI/Internal guidelines Review of NAV and scheme return Strong ...

Position Name Manager– ProductsReports to(Position): VP – ProductsLocation: Mumbai Date:PositionPurpose: Support the development, launch, and lifecycle management of passiveinvestment products including ETFs, index funds, and factor strategies.The role will focus on execution, analytics, and cross-functionalcoordination to build a scalable passive product platform. Principal Accountabilities: 1. Product Development & Launch Execution Support end-to-end launch of ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and other TPP products Manage ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...