1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
7.00 LPA TO 12.00 LPA
Handle the Vender (Third-party) Risk Management Program independently
Ensure audits are performed as per calendar and in stipulated time
Reports preparation and maintaining evidences
Track the observation raised for closure with business teams
Ensure periodic updates are prepared as part of dashboards and same are discussed with relevant management team
Handle the escalation related to ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
24.00 LPA TO 25.00 LPA
Roles & Responsibilities:
Responsible for quality recruitment, sales planning, business delivery tracking. monitoring and reviewing Elite Banker Performance and mentoring Individuals for effective tele-calling for achievement of the defined goals. Also responsible to ensure adherence with tele-calling guidelines as per regulatory industry norms.Ensuring the Elite Banker Team achieves goal sheet objectives ...
1 Opening(s)
4.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 23.00 LPA
Handle the Vender (Third-party) Risk Management Program independently Ensure audits are performed as per calendar and in stipulated time Reports preparation and maintaining evidences Track the observation raised for closure with business teams Ensure periodic updates are prepared as part of dashboards and same arediscussed with relevant management team ...