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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION:
AVP - Institutional Sales
Business Unit:
Institutional Sales
Location:
New Delhi
Principal Accountabilities:
This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.
You Will Be Responsible For:
Handling Family offices Clients
Liaising for wealth advisory for Family offices.
Responsible ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 20.00 LPA
POSITION: Senior Manager – Institutional SalesReports to(Position): AVP – Institutional SalesBusiness Unit: Institutional Sales Principal Accountabilities:
Handling corporates and other institutional clients
Ability to liaison with Mid and Large size treasuries/Institutional clients.
Responsible for developing, building and maintaining existing/new relationship for improving our market share
The candidate will be given some existing clients/counters where he/she will be responsible ...
1 Opening(s)
12.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 35.00 LPA
Reports to(Position): South Head – Institutional SalesBusiness Unit: Institutional Sales Location: Bangalore
Principal Accountabilities:Handling corporates and other institutional clients for Karnataka regionAbility to liaison with Mid and Large size treasuries/Institutional clients.Responsible for developing, building and maintaining existing/new relationship forimproving our market shareThe candidate will be given some existing clients/counters where he/she will be responsible ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.80 LPA TO 7.80 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)
7.00 LPA TO 7.00 LPA
New Position- Deputy Manager - Customer Service, Mumbai
Budget- Up to 7 LPA
The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.
Role
The CSO will manage the front office and responsible for accepting and processing of transactions and client onboarding ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 10.00 LPA
RM – Retail Sales
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 ...