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1 - 6 years
1 - 4 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 yogesh email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
8 - 13 years
10 - 20 Lacs
Bengaluru, Hyderabad, Mumbai (All Areas)
Work from Office
Role & responsibilities - Business development through the acquisition of HNI , UHNI & Retail - Identifying customer needs and assessing their risk appetite. - Achieving targets based on acquisition and revenue generation through all investment products. - Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Requirements: - Relevant Experience of minimum 5-6 years for wealth managers and 10-11 years for Senior Wealth Managers. - In depth knowledge of various products and Asset Classes of Wealth Management. - Knowledge of relevant Taxation applicable to the Wealth Management. - Good Oral and written communication Skills. - Existing Client relationship.
Posted 3 months ago
4 - 9 years
6 - 12 Lacs
Pune, Hyderabad, Mumbai (All Areas)
Work from Office
1. Responsible for Sales 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 to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and
Posted 3 months ago
0 - 5 years
1 - 3 Lacs
Navi Mumbai, Panvel, Mumbai (All Areas)
Work from Office
Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-8169642494 Yogesh www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
2 - 7 years
7 - 9 Lacs
Jalandhar, Pune, Ludhiana
Work from Office
Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele, Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence
Posted 3 months ago
0 - 5 years
1 - 3 Lacs
Navi Mumbai
Work from Office
Designation:Customer Service - Inbound Payroll-No 1 BANK Payroll Job Location-Mumbai/Pune/Thane Process-Inbound Salary-12k to 17K Net+Incentives Day Shift 5 DAYS WORKING Work From Office Call 9022157571 Ekta email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile We are looking for experienced as well as Freshers. Rotational Shifts Good communication skills in English , Hindi Any one of these regional language Oriya/Bengali/Gujarati/Malayalam/Assamese/Marathi Perks and benefits Medical Allowance + Performance based Incentives
Posted 3 months ago
0 - 5 years
1 - 3 Lacs
Mumbai
Work from Office
Designation:Customer Service - Inbound Payroll-No 1 BANK Payroll Job Location-Mumbai/Pune/Thane Process-Inbound Salary-12k to 17K Net+Incentives Day Shift 5 DAYS WORKING Work From Office Call 9022157571 Ekta email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile We are looking for experienced as well as Freshers. Rotational Shifts Good communication skills in English , Hindi Any one of these regional language Oriya/Bengali/Gujarati/Malayalam/Assamese/Marathi Perks and benefits Medical Allowance + Performance based Incentives
Posted 3 months ago
0 - 5 years
1 - 3 Lacs
Thane
Work from Office
Designation:Customer Service - Inbound Payroll-No 1 BANK Payroll Job Location-Mumbai/Pune/Thane Process-Inbound Salary-12k to 17K Net+Incentives Day Shift 5 DAYS WORKING Work From Office Call 9022157571 Ekta email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile We are looking for experienced as well as Freshers. Rotational Shifts Good communication skills in English , Hindi Any one of these regional language Oriya/Bengali/Gujarati/Malayalam/Assamese/Marathi Perks and benefits Medical Allowance + Performance based Incentives
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8080126356 Shilpa email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Thane
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Navi Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Navi Mumbai
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Mumbai
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Thane
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Navi Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Mumbai
Work from Office
Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Navi Mumbai
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Mumbai Suburbs
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
5 - 10 years
8 - 12 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Hi, We have an excellent Opening in Leading Bank. Product: Liability. (Current Account, Savings Account, Mutual Fund, PMS, Structured Products, Insurance & Fixed Deposit) Desig: Relationship Manager Location: Bangalore , Chennai & Hyderabad Responsibilities for Relationship Manager Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 3 months ago
4 - 9 years
5 - 11 Lacs
Bengaluru
Work from Office
Wealth relationship Manager Bangalore 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 and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits
Posted 3 months ago
1 - 6 years
1 - 4 Lacs
Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
2 - 7 years
2 - 6 Lacs
Thane
Work from Office
Des-Online Dealing Desk Online Reactivation Desk Online Activations Desk Equity Dealer - Salary-3 lakh to 6.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Required Candidate profile Work Location- Call and Trade Equity Dealer - Airoli and Lower Parel Payroll-Bank Payroll Receiving calls Graduate Fresher NISM 8 certified Call 8080126356 Shilpa hyflyhr9@gmail.com www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
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