655 Amfi Jobs - Page 15

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other product s - Maintains complete relationship record for a...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer ...

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relations...

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer ...

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer ...

Develops new and expands existing High Net worth salaried Customer relationships for liabilities by sourcing category A priority corporate salary customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing and new set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship r...

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through ...

Oversee compliance with SEBI, NSE & BSE rules Manage client onboarding process Ensure RIA registration & AMFI certification Conduct regular compliance reviews Prepare accurate SEBI reports Manage compliance audit queries Email - hr@planahead.in

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

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 of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from...

At Zerodha fund house, you will play a key role in enabling the next generation of Indian investors by reimagining mutual funds to create simple and relevant investment solutions. Together with the team behind Zerodha & smallcase, we uphold the values of simplicity, cost-effectiveness, and transparency in the mutual funds sector. Your responsibilities will include: - Assisting in finalizing reports to be filed with SEBI, AMFI, RBI, and the Board of AMC and Trustees. - Updating regulatory documents such as SID, KIM, and SAI. - Drafting notices, addendums, and board communications related to compliance matters. - Pre-clearance of marketing materials and filing the same with the regulator. - Fi...

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen ...

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essentia...

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential...

About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround time...

About The Role Investment Relationship Manager KRAs : Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements. Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy. Informscustomersofnewproductsorproductenhancementstofurtherexpandthebanking relationship. Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients. Coordinateswithother groupcompanies toprovideseamlessaccesstoother products. Maintainscompleterelationshiprecordfor assignedcustomeraccounts. Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfac...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...

About The Role JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turn...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...