197 Job openings found

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 ...

Job Title:- Wealth Creation CounsellorLocation:- Pune(Viman Nagar)Terms:- Full TimeShift Time:- 10.00am to 7.00pmWeek Off:- SundayTraining Period:- 15 days Job role and responsibilities: • Selling an equity based product on call from scratch to end. Candidate Requirements: • Communication:- Good to excellent communication skills in English• Linguistic candidates preferred (Tamil, Telugu, Tulu, Malayalam or Bengali)• ...

Position Name: Operation Executive- Investments Total position: 1 Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management) Qualification: Post-Graduation (Preferably MBA-Finance) CTC: 3 LPA to 3.60 LPA Location: HO Ahmedabad   Roles & Responsibilities   Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc. Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...

Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...

The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...

Role :  Application Developer    Role Description :  Design, build and configure applications to meet business process and application requirements.                                                              ...

Role :  Application Developer    Role Description :  Design, build and configure applications to meet business process and application requirements.                                                              ...

Role :  Application Developer    Role Description :  Design, build and configure applications to meet business process and application requirements.                                                             ...

ction/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms. Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

Job Title: Client Relations & Private Finance (Goregaon, Mumbai) We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location. Key Responsibilities: Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce ...