15 Job openings found

Key Responsibilities: Team Leadership & Development: Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients. Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives. Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes. Conduct regular team ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

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 ...

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 ...

Job Summary Creates and conducts proposal presentations for the portfolio assigned. Responsible to maintain cordial relationship with the corporate clients. Drive revenue growth to the business with the existing and new corporate customers. Ensure knowledge about the market all times to upgrade and rise up to the occasion. Ensure that individual targets are met, along ...

Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience 8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth Products (MF, PMS, AI Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience 8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth ...

We are hiring a Sales Manager (Lead Generation) in Ahmedabad & Mumbai. Sales Manager (Lead Generation) Position Overview:We are seeking a dynamic and motivated Sales Manager (Lead Generation) to drive direct sales and acquisition of financial products. The ideal candidate will have experience in the stockbroking industry and a strong ability to ...

Description:   Job Description :Corporate SalaryJob Description :1. Job requires the candidate to manage existing corporate relationships, New to Bank corporate acquisition with right mix of corporate (Large, Mid & Small).2. Driving incremental share in existing corporate, ensuring salary credits, ATS build up, cross sell and active engagements.3. Drive corporate salary targets ...