109 Job openings found

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 ...

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 ...

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 ...

Description: We have an urgent opening for the position of Junior Executive for a reputed company at the Ghatkopar location. Responsibilities: Marketing and Branding of Products and Company Responsible for the proper marketing of various products offered by the company and the Branding of the Company Driving New Business from our existing clients for various financial services Back-end work ...

Role :  Application Designer  Role Description : Assist in defining requirements and designing applications to meet business process and application requirements.                                                            ...

Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.   Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile   Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments   Responsible for building AUM and revenue ...

We have a opening for the position of Sr Accountant for Dadar Location Company Info: Company is a Mumbai based financial consulting firm providing end-to-end accounting, taxation, auditing and assurance, secretarial services, wealth management and financial planning solutions to a varied range of client across the country.   Designation: Sr Accountant Industry: Accounting and Tax ...

Client Info: The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...

  Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team    Preparing various reports, strategy notes along with presentations.     Constructing  & reviewing asset allocation and model portfolios across asset classes.   Automation of research processes & creating fund evaluation models.     Hands on experience ...

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...