2 Opening(s)
10.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
16.00 LPA TO 24.00 LPA
Description:
Sales and Service Objectives
Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current / Savings / Term deposits], wealth management products and asset related products (secured, unsecured).
Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
5 Opening(s)
8.0 Year(s) To 18.0 Year(s)
10.00 LPA TO 18.00 LPA
Sales and Service Objectives
Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current / Savings / Term deposits], wealth management products and asset related products (secured, unsecured).
Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and ...
10 Opening(s)
8.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 18.00 LPA
Description:
Sales and Service Objectives
Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current / Savings / Term deposits], wealth management products and asset related products (secured, unsecured).
Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
2 Opening(s)
0 To 2.0 Year(s)
4.50 LPA TO 6.00 LPA
We are looking for individuals who are interested to make their careers in the Financial sector especially wealth management and stock markets. Someone with a passion for equities, analysis, research, and number crunching should be an ideal fit for the role.
Please note : All our services are digitally delivered and this ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Qualification: Any Graduate / Post GraduateExperience: min 5 to 10 yrs exp from Business coaching/training, wealth management, management consulting firmsWork location: Pune
Responsibilities:Identify target audiences, objectives and desired outcomes of marketing campaign.Ability to achieve Targets.Develop advertisement promotion plan.Generate database & establish outreach to Business owners, Corporate.Meet marketing and sales financial objectives ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 3.60 LPA
Job Role and Responsibilities:
Seek and acquire new client relationships by understanding the customers financial needs(working capital) and provide suitable solutions in terms of providing bank/NBFCs products and services
Manage the client relationships by handling activities ranging from identifying clients financial needs, advising and structuring the deal
Liaison between Bank and client so ...
3 Opening(s)
5.4 Year(s) To 7.5 Year(s)
11.00 LPA TO 15.00 LPA
Role : Application Designer Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. ...