22 Job openings found

Role: Relationship Manager Company: Leading Broking | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Role: Relationship Manager Company: Leading Broking | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving ...

Role: Relationship Manager Company: Leading Broking  | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Job Title: Trainer (Mutual Fund Outbound Processes)Department: Training & Quality AssuranceLocation: MumbaiEmployment Type: Full-timeReports To: Training Manager / Head of Operations   About the Role:   We are seeking a highly analytical, dynamic, and experienced Trainer (Outbound Processes) to lead the training and quality frameworks for our Virtual Relationship Management (VRM) outbound sales team. This ...

Role Overview This role focuses on overseeing daily operations related to banking, documentation, and compliance across various investment vehicles. It is crucial for ensuring process discipline, timely settlements, and seamless information flow for stakeholders, the investment committee, and auditors. The ideal candidate is meticulous, reliable, and comfortable working across multiple ...

Hiring BDE - Surat Position: Business Deevelopment Executive (Male Candiadtes Preffered)Location: Adajan, SuratIndustry: FinanceExperience: 0.6+years Job Summary:We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and ...

  New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services   offered  by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Key Result Areas KRA (Accountabilities) Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievementso Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase saleso Profiles distributors and caters to their requirements to ensure ongoing business ...

Role Details: Designation: Senior Manager- Digital Customer connect and Experience, OutboundRole type: Individual contributorDepartment: DigitalReporting to: AVP and Lead Digital Customer connect & ExperienceLocation: Mumbai HO Your Role (summary): This role will be responsible for 1. Establish out bound Customer connect for helping customers/ prospects and partners with out bound queries2. Implementing Digital customer service strategies to ...