Average salary: Rs450,000 /yearly
More stats ...when required - You will be working directly with the founders in the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM Eligibility Criteria - Work Experience (...
...Job Title : Relationship Manager Location : Delhi Responsibilities : - Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients. - Upsell Mutual Fund products, tailoring offerings to suit individual client needs. - Generate...
...Relationship Manager - (CEC, DET, Banca) || Leading Mutual Fund AMC 1. Responsible for Sales for the assigned Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors...
...excellnet job opening for
Investment Advisory Sales & Business Development
New Delhi fintech advisory firm Mutual Funds or overseeing AUM(Assets Under Management)
A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates...
...Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune... ...effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's...
...Global Securities Limited !!
We have urgent Requirement of Relationship Manager in Distribution Department
Job Location - Indore & Jaipur... ...Knowledge of Financial Products and Markets - Insurance ,Mutual Funds , IPO , Fixed Deposits , Government bonds and NCD
Should...
...market dynamics.
cross-selling products such as insurance, mutual funds, PMS, SIPs, IPOs, etc., to existing customers.
handling HNI... ...global and domestic financial markets, and their impact on stock movements.
collecting margins and managing market-to-market losses....
...Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance advisory platform looking for bright & growth-oriented... ...meeting - New client conversions Through Mutual Fund, SIP, and Retirement Planning. Miscellaneous...
...Job Description
Relationship Manager -(2400005399)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule : Full... ...mental, physical, financial and social wellbeing.
· Core bank funding for retirement savings, medical and life insurance, with...
...Job Description:
Designation: Relationship Manager
Vertical: Private Client Group
Location: Chennai / Bangalore / Hyderabad / Delhi... ...and changes.
Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance...
...Sundays
Mandatory To Have
Graduation Degree
Field Sales Exp in Demat / Mutual Fund/ Wealth Products
Job Description
To identify and acquire the customers
Maintaining the relationship with the customers.
Retention of customers
To cross-sell the investment...
...Responsibilities -
Ensure effective and smooth relationship with assigned banks in the region for growth... ....
Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds.
Influence decision making at senior...
Relationship Manager / Senior Relationship Manager
What is the Sales Manager responsible for
Responsible to run a designated set of relationships... ...Over 5 years of sales experience, in wealth management / Mutual Fund Industry
High Knowledge and understanding of Financial...
Job description:
~New client acquisition, building new relationships and increasing depth in existing relationships with clients.
~Selling... ...options.
~Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
~Achieving targets as assigned by the...
...on consistent basis.
Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up.
# Key Stakeholder Management
Engage with IMDs in the city / region on a regular basis share business insights, growth plans and new products / schemes in...
...sync with POSPs acquisition / activation Target.
#Customer Relationship Management.
#Impart Product training to POSPs acquired by him.
#Take... ..., Advisory Services that cover --- Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services....
...Job Description
Relationship Manager -(2400003890)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule : Full... ...customer focus needs-based selling
Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
Job requires...
Knowledge of Fund Management.
Knowledge of Budget Control System Functionality.
Knowledge of Finance Module.
Noida
Knowledge of integration part of Other Module (PS,MM,FI and HCM)
knowledge of FM Account Assignment and Derivation strateg
...Key Responsibilities
~ monthly Key performance reports/indicators for various funds for the top management
~ and analysing future projected returns of various funds for the top management.
~ and maintaining/review of fund accounts and month end closures.
~ capital calls...
....
An ideal candidate should have a proven track record of managing strategic partnerships that help drive growth, service satisfaction... ...doing:
The prime responsibility is to build and maintain relationships with key decision makers from SME firms to originate business....
...Company.
Keeping up to date with products and competitors
Meeting With Clients on field
Report on sales activities to top management.
Skills
Excellent communication skills
Excellent presentation skills.
The ability to handle pressure and meet deadlines...
...candidates from BFSI Background with similar experience to apply for the same
Location: Across Delhi NCR/UP
Responsibilities :
Managing Portfolio
Identify existing branch customers who meet Imperia programme criteria and flag them on the system to upgrade these...
...service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through customer engagement activities
Deepen the existing relationships by cross selling the Bank...
...Job Description
Relationship Manager -(2400005400)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule : Full-time
Employee Status : Permanent
Posting Date : 22/Apr/2024, 12:52:03 PM
Unposting Date : Ongoing
RESPONSIBILITIES...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their...
...Sales
- Direct Sales To Walk-In Customer
- Understand Customer Requirement
- The Role Will be responsible selling life insurances policies to customers
- Achievement of the Target
- Client Servicing
- Team Recruitment & Development
- Training and managing a team
...3 Insurance Brokers in India. We operate nationwide with offices in 28 locations across India with 50+ branches.
Position: Relationship Manager
Department: Sales
Product: Life Insurance
Education: Graduate & Above
Years of Experience: 6 months to 4 Years...
...Job Description
Business Relationship Manager -(2400003894)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule... ...mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with...
...been instrumental in helping millions of Indians navigate the world of personal finance.
Job Overview
We are looking for a Relationship Manager to join our team at MyMoneyMantra, India's largest phy-gital marketplace for loans, mortgages, and credit cards. As a...