329 Job openings found

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on 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.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Job brief We are looking for a competent Logistics Coordinator to oversee and facilitate the supply chain operations of our company. You will be the one to coordinate personnel and processes to achieve the effective distribution of goods. A great asset for a Logistics Coordinator is their communication and negotiation skills. They are also ...

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

Banks & Financial Institutions Group (BFIG)is part of wholesale Banking dept. in  the bank and has the following sub verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds, Capital Markets and NBFC The Capital markets Business specializes in offering the complete suite of banking products to Stock Brokers who are ...

This position will reports to Cluster Relationship Manager (Retail Sales - NBFC) Key Roles & Responsibilities   The Relationship Manager in NBFC is responsible for developing and maintaining strong partnerships with external entities involved in distributing insurance products. They work to ensure smooth collaboration and the achievement of mutual business goals. A Relationship Manager in NBFC ...

Relationship ManagerJob 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 ...

Catering to the financial needs of the Stock and Commodity Brokers, NBFCs, Mutual funds and other Real Estate and Advisory companies. Completing loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval in minimum TAT. Preparation of Credit Memo basis assessment of various financial statements, ...

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc Evaluate business or individual customers’ needs and financial status and propose protection plans that meet ...

We have an urgent opening for an position of Sales Executive   for a reputed  Company at Navi Mumbai (Vashi) Location. Position Overview: In this exciting role, you will be responsible for identifying and developing new leads, educating potential clients about our comprehensive suite of financial products (Mutual Funds, SIP Investment, Loans, Insurance, Account Opening and Closing, Credit Cards ...

Job Description: Key Job Responsibilities :- Prepare Annual / Monthly budgets for the project by networking with various functional managers and ensuring its completion within the approved timeline.- Collection of Production & Consumption data from Project/ site & verification of the same to ensure correctness.- Preparation of Periodic Cost Reports & ...