7 Opening(s)
2.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 36.00 LPA
Credit Appraisal - Assistant Relationship manager is expected to understand in detail the client's business, financials and prepare quality appraisal note in collaboration with Risk Management team.Documentation - RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. RM is also expected to complete ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 36.00 LPA
Credit Appraisal - Assistant Relationship manager is expected to understand in detail the client's business, financials and prepare quality appraisal note in collaboration with Risk Management team.Documentation - RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. RM is also expected to complete ...
4 Opening(s)
7.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Description:
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide ...
2 Opening(s)
10.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide ...
5 Opening(s)
2.0 Year(s) To 12.0 Year(s)
3.00 LPA TO 13.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 22.00 LPA
Market Expertise
Utilize knowledge of Lending to assess market opportunities and risks.
Gather and analyze market intelligence to stay informed about industry trends.
Sales Leadership:
Aggressively drive sales numbers and meet or exceed business targets.
Continually enhance and upgrade client relationships to foster repeat business and referrals.
Drive team to enhance Cross Sell
Customer Retention and Expansion
Retain ...