8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 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 & ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 22.00 LPA
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income
Key role:
Nurture and manage end to end customer relationship by fulfilling all their banking needs ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 13.00 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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 13.00 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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
3.00 LPA TO 13.00 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 & ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 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 ...