20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION:
AVP - Institutional Sales
Business Unit:
Institutional Sales
Location:
New Delhi
Principal Accountabilities:
This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.
You Will Be Responsible For:
Handling Family offices Clients
Liaising for wealth advisory for Family offices.
Responsible ...
1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
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 ...
2 Opening(s)
1.0 Year(s) To 6.0 Year(s)
3.00 LPA TO 4.00 LPA
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 ...
4 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 3.50 LPA
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 ...
4 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 3.50 LPA
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 ...