2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.80 LPA TO 2.40 LPA
Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...
2 Opening(s)
8.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 10.00 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
11.00 LPA TO 12.00 LPA
RM – Retail Sales (Delhi, IFA)
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
Job Description for Client Services Officer - Chennai
Key Responsibilities:
Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors.
Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch
Coordinate with RTA branches which are part of the corresponding Zone and with ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 9.00 LPA
Job Description for Client Services Officer - Chennai
Key Responsibilities:
Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors.
Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch
Coordinate with RTA branches which are part of the corresponding Zone and with ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 10.00 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
8.00 LPA TO 8.00 LPA
Deputy Manager – Client Services
Key Accountabilities:
Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc.
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team
Generating MIS reports for the zone and ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
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 ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
27.00 LPA TO 27.00 LPA
Reports to(Position): Vice President AND Zonal Head – Institutional Sales
Business Unit: Institutional Sales
Location: Mumbai
Position Purpose:
• To establish local resource for managing existing and new client relationships
• To work closely with distributors to enhance reach in the region
Principal Accountabilities:
Handling institutional and family office clients
Ability to liaison with MSMEs and Large size ...