Search Results: 19,728 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...
...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...
...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-...
...knowledge of the client's investments. - Establish a pathway for sales growth via client meetings or virtual presentations. -... ...with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience... ...company will be given. - Build up the sales funnel via Client Meetings or Virtual Presentations... ...in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket...
...- 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...
...Are you a sales enthusiast with a knack for understanding customer needs? We are seeking for a dynamic Wealth Counsellor to join our team in Mumbai! Qualification: Graduate Experience: 3-5 years in Sales Location: Mumbai (Work from Office) Working Days: 5 days a week with...
...productivity and conversion goals as per business requirements (KPI). Requirements : Education : Graduate 1.5 to 4 years of experience in inside sales, preferably within a proactive telemarketing role. - Experience in the equity, BFSI, or finance sector is an added advantage. -...
...Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest... ...have experience of managing / acquiring wealth & HNI Customers. - Should have at least 4... ...of experience handling Wealth Product Sales. - Any Graduate / Postgraduate with relevant...
...Roles: 1. Identifying customer needs. 2. Presenting products or services to customers 3. Closing sales 4. Maintaining customer relationships 5. Advising HNI clients - for equity & structured product-related queries. 6. Deliver quality solutions and services to clients. 7....
...- This role is for those who are working as wealth Rm and have a good knowledge in investment products and CASA. - This job is for Private Banks and carries a good budget of around 16L+ and offers grade promotion also. - Candidate can earn good amount of incentives if they...
...Job Description: (Education Loans) The Sales Manager will lead a team of 1 to 3 off roll Sales Executives and will be responsible for hiring, training and managing performance of the Sales Executives and achieving the month-on-month disbursement targets. Key roles and responsibilities...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current... ...thereby building onto your own AUM and achieving sales targets 7. Adhere to all policies, framework designed and achieve...
...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... ...including operational support, site visits, and banking assistance 7. Effectively track client follow-...
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification... ...) & Portfolio Management Services (PMS) sales through new customer acquisition, cross-... ...act on the active and passive lead bank generated through marketing campaigns to...
...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...
...Roles and responsibilities : - Create and carry out strategy and plans for sales. - Engage in dialogue with prospective and current customers to impart product expertise and showcase the company's offerings. - Reach or surpass your sales targets. - Create and preserve strong...
...Leading Private Bank is hiring Privy Relationship Managers House Hold in the Mumbai location. Job Description : Department Priority - Retail Liabilities Location... ...and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs...
Requirement : 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. - (7-8 accounts per month) 2. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS....
...Position Overview
Job Title: Sales Manager- BIL
Location: Mumbai, India
Role Description
Increase acquisition of target clientele... ..., discrimination and retaliation.
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