2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
16.00 LPA TO 22.00 LPA
MSME is looking for a high performing Customer Success Manager to help meet sales and revenue growth targets with a strong orientation in digital and metric driven analytical approach.
He/she will be responsible for managing accounts, repeat order and increase wallet share, directly interacting with MSMEs to sharpen understanding of their ...
6 Opening(s)
4.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Undertake new client acquisition, retention & growth
· Identify and acquire new customer for CTS.
· To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify ...
4 Opening(s)
4.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Undertake new client acquisition, retention & growth
Identify and acquire new customer for CTS.
To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) ...
7 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
5 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
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
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
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
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
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