395 Job openings found

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Job Title: Relationship Manager – Wealth Management Location: Delhi & Gurugram Department: Wealth Management / Priority Banking Employment Type: Full-time Job Purpose: To manage and grow a portfolio of high-net-worth individuals (HNIs) by offering customized financial solutions, wealth products, and advisory services, ensuring long-term relationship management and business growth. Key Responsibilities: Acquire and manage HNI ...

  Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team    Preparing various reports, strategy notes along with presentations.     Constructing  & reviewing asset allocation and model portfolios across asset classes.   Automation of research processes & creating fund evaluation models.     Hands on experience ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Designation: Safety Manager Qualification: BE / B.tech (Civil/ Mech / Elec) with ADIS or PDIS Total exp : 10+ Years Must have experience in data Cantre Location – Chennai Budget : 80k (Food , accommodation and transport -candidate scope)   This employment will be on Contract for 1 Year extended on Mutual consent subject to individual performance. Client ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

HR Recruiter   Company Name : Kyara Consulting   Website : https://kyaraconsulting.com   Working Days : 6 Days (6 Days, Every Saturday half day)   Job location : Remote   Timings : 10:00 AM to 7:00 PM   Experience : Minimum 6 Months to 1.6 Years   About Company :  We are a professional recruitment agency dedicated to connecting top-tier talent with companies across a ...