Search Results: 19,532 vacancies
1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio. 2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured...
...Profile - Wealth Partnerships KRA - 1. Service existing client base as per induction training... ...IFA's and B2B partnerships ( Wealth Managers / Wealth Fintech / Multi Family offices )... ...preference) 2. Previous work experience in sales profile in capital markets , mutual funds...
...1. To generate and execute the sale of real estate. 2. To develop the network with the Wealth Managers on a regular basis across Mumbai. 3. Effectively track the ongoing lead generation processes and ensure consistent improvement in client conversions. 4. Meet/Exceed the projected...
...team/individual business plans, defining sales goals, and ensuring that procedures and policies... ...role includes:
To Build Assets Under Management (AUM) through various Investment products... ...on a periodic basis
Manage Private Wealth, PMS, and AIF fund-related queries....
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job Objective... ...Investment Fund (AIF) & Portfolio Management Services (PMS) sales through new customer acquisition, cross-selling, up-selling,...
...Role : Sales Wealth Counselor (Pullback) Qualification : Graduate Location : Mumbai (Work from Office) Experience : Minimum 1.5 yrs to a Maximum of 4years in Sales(Inside Sales) Working Days : 6 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies...
...Leading Private Bank is hiring Privy Relationship Managers House Hold in the Mumbai location. Job Description : Department Priority - Retail... ...a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs. Key responsibilities...
...Daily productivity and Conversion goal as per the business requirements KPI
Requirements
• At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance
Sales, Product cross-sell/up-sell experience from Telemarketing/Tele-calling in BPO...
...Education qualification : Any Graduate/PostGraduate. Key responsibilities: •As an Annuity Sales Representative, you will be responsible for promoting and selling annuity products to potential clients.
•Interact with potential clients to understand their financial goals...
...knowledge of the client's investments. - Establish a pathway for sales growth via client meetings or virtual presentations. -... ...updated with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket...
...We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a...
...understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since they will be a part of most meetings at Promoter levels.... ...part in the long term. This is a Professional Services Pre - Sales position in the team, and is responsible for driving business,...
...This is a Professional Services Pre-Sales position in the team and is responsible for driving business, achieving monthly meetings and... ...services. One should target to set 15 meetings per month for Senior Management. (The Channel used will be Linkedin - Associations - Cold calls,...
...Wealth Counsellor Roles and Responsibilities : - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships Requirements : - College Degree - 3-...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing... ...acquisition.
3.Coaching and Mentoring:
Coach and mentor the sales team, guiding them to achieve sales targets and professional...
...wallet shares.
3. Customer Relationship Management:
Establish and nurture strong... ...services industry on the investments side – wealth or broking for a minimum of 5 years.
In... ...wealth management.
Strong communication sales and a track record of achieving targets and...
...Job Description Account Manager
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.
Role:
1)Financial Planning Portfolio Strategy and Reporting
a.Assisting the RM in making of financial plans for...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches... ...activity, products and services. - Attending and contributing at sales meetings. - Measuring customer satisfaction levels. - Answering...
...private bankers with strong track record in managing UHNI clients in Mumbai.
Client Details... ...also experience new insights and ideas on wealth creation through our exclusive knowledge... ...stated by Group
Monitor and act on daily sales activity management information and other...
...Intellect Design Arena
Position Title: Business Head
Domain-Wealth Management
Location: Mumbai
Reports To: CEO
Exp-20+
Wealth... ...revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.
This senior...
