322 Job openings found

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

This position will reports to Cluster Relationship Manager (Retail Sales - NBFC) Key Roles & Responsibilities   The Relationship Manager in NBFC is responsible for developing and maintaining strong partnerships with external entities involved in distributing insurance products. They work to ensure smooth collaboration and the achievement of mutual business goals. A Relationship Manager in NBFC ...

Key Roles & Responsibilities The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely ...

Key Roles & Responsibilities The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely ...

  Compliance Ensure the company complies with corporate legislation, policies, and statutory changes. This includes filing accounts, holding shareholders' meetings, and keeping company documents secure. Advisory Provide legal, financial, and strategic advice to the clients  on topics such as corporate governance, strategic management, project planning, and capital markets. Secretarial services Handle secretarial services such as changes ...

Assign and Appoint Importers/Distributors in LATAM and Europe Region2. Analyse stock statements/reports. Keep track of Secondary/tertiary sales3. Business Forecast – Annual Budget4. Field Work: Travel to existing and 4 new regions per year for BD, Marketing and other events5. Participate and lead symposiums like KOGS, Surgical conference etc. Carry out ...

Sourcing of new Clients for Equipment Leasing Business. Addition of New Book for Region in FY. Servicing of these clients for various services desired including receivables collection. Coverage of assigned Geographies Channel Management. Book Growth, Disbursement, and generation of Fee Income. Cross Sale other financial Products like Term Loans, LAS, LAP, Wealth, Insurance. Ensuring portfolio hygiene Client servicing/daily ...

Description:   Key Objective of the Job :- Sourcing of new customers, maintain the relations and build business- Health of the book, profitability, Productivity of the team Major Deliverables :- Sourcing / Business Development - New Acquisitions for Emerging / SME Segment- Create and Maintain Healthy and Profitable Book- Income Targets (including fee ...

Plans communications strategies. Monitors social media and online platforms Ensures all promotional materials comply with the company’s standards and strategies Prepares reports and forecasts by analyzing sales data Coordination - organizing the various parts of an activity to enable collaboration and efficient communication. Advisory - giving information or advice or a recommendation about what should ...

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...