290 Job openings found

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

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 & ...

Overview: The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals. --- Key Responsibilities: 1. Client Financial Planning:Understand ...

We are seeking an experienced and dynamic Product Manager to join our Product Development team for premium vertical of Global Investment Company. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and ...

Job Role - Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on their needs ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Job Description Job Title - Relationship Manager - First Wealth/CASA Place of work - Mumbai Business Unit - Retail Banking     Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue 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 ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue 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 ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue 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 ...