4277 Job openings found

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

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 & ...

Job Description – Regional Relationship Head Wholesale Solutions – Emerging & Growth Clients Role Summary The Regional Relationship Head will support the regional leadership in growing the Emerging and Mid-Corporate lending business. The role involves acquiring and managing corporate relationships, developing financing opportunities, structuring transactions, conducting due diligence, coordinating loan documentation and delivering budgeted asset-book, ...

Preferred Industry: Merchant Banking, Investment Banking, Capital Market About the Role We are looking for a Business & Partnership Lead to drive outreach, build lasting relationships with advisors and intermediaries, and convert these relationships into active business opportunities. This is a relationship-first role focused on engaging the right people, understanding their business, ...

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...

Niva Bupa Health Insurance – Relationship Associate (Noida) Job Description Job Title: Relationship Associate Location: Noida Department: Bancassurance Industry: Health Insurance Job Summary The Relationship Associate is responsible for driving health insurance sales through the Bancassurance channel by managing relationships with assigned bank branches. The role involves generating business through bank referrals, conducting ...

Description:   Key Responsibilities: Sales Support: ·        Assist in achieving sales targets by supporting the bancassurance channel. ·        Consistently Identify potential sales opportunities and provide necessary follow-up. 1.      Relationship Building: ·        Build and maintain strong relationships with bank staff to facilitate bancassurance operations. ·        Act as the point of contact for bank partners and customers. 2.      Customer Service: ·        Ensure a high ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...