Average salary: Rs698,498 /yearly
More statsSearch Results: 12,122 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-...
...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...
...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. -...
...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...
...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-...
...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...
...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...
...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...
...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...
...Position Overview
Job Title: Sales Manager- BIL
Location: Mumbai, India
Role Description
Increase acquisition of target clientele... ..., discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity...
...Position Overview
Job Title: Sales Manager – Premium Banking
Location: Mumbai, India
Role Description
Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding...
...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...
...catchment areas to acquire HNI/Affluent liabilities customers for Bank. - To do marketing activities and generate leads for acquiring HNI... ...signed up customers for potential leads. - Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the...
...Job Description : - Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. - A PB RM is primarily responsible for providing financial solutions to the Priority...
...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...
....
3. Customer Relationship Management:
Establish and nurture strong... ...on the investments side – wealth or broking for a minimum of 5 years... ...would be from top 20 brands in banking/ broking/ wealth management.
Strong communication sales and a track record of achieving...
