8 Job openings found

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income   Roles & Responsibilities: Nurture and manage end to end customer relationships by fulfilling all ...

Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial ...

Key Responsibilities: - Spearhead performance marketing initiatives across Google Ads, Meta, and other platforms to target and engage HNI/UHNI clientele effectively. - Own the P&L of the online business ensuring the profitability in alignment with our financial goals. - Direct the operations of the Amaris e-boutique, ensuring an exquisite and ...

Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company. Its shares are listed on the BSE and NSE since 2008. ABML is currently engaged in the business of securities broking and is registered as a stock broker with SEBI. It is a member ...

Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company. Its shares are listed on the BSE and NSE since 2008. ABML is currently engaged in the business of securities broking and is registered as a stock broker with SEBI. It is a member ...

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 & ...

Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in Job description Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income Key role: Nurture and manage end to end customer relationship by fulfilling all their banking needs ...