5 Client-Centric Approach Jobs

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3.0 - 5.0 years

4 - 6 Lacs

mumbai, ahmedabad, surat

Work from Office

We are seeking an experienced Sales Manager to lead direct sales of investment products including Mutual Funds, PMS, AIF, Bonds, and other financial instruments.The role focuses on driving client acquisition, building high-value portfolios. Required Candidate profile Strong understanding of financial markets, MF categories, PMS/AIF structures. AMFI/NISM certification preferred. Excellent communication, negotiation, presentation skills. Achieving sales targets.

Posted 5 days ago

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3.0 - 5.0 years

4 - 6 Lacs

surat

Work from Office

Acquire new HNI / retail clients for MF, PMS, AIF and structured investment products. Drive monthly revenue targets through direct sales activities. Build and maintain relationships with distributors, partners, and fund houses. Maintain CRM entries. Required Candidate profile Strong understanding of financial markets, MF categories, PMS/AIF structures. AMFI/NISM certification preferred. Excellent communication, negotiation, presentation skills. Achieving sales targets.

Posted 2 weeks ago

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0.0 years

0 Lacs

gurugram, haryana, india

On-site

Job description Job description Company Description EventGraphia is fast growing start-up providing tech enabled wedding photography services pan India. We are revolutionizing the $20 billion wedding & events industry using our tech enabled optimisations. Role Description Strategic Business Development: Your primary focus will be on identifying and cultivating new business opportunities. This includes actively seeking new clients through various channels, including direct outreach, referrals, and collaboration with our marketing team. Negotiation and Deal Closure: You'll utilize your strong negotiation skills to close deals effectively and ensure the growth of our client base. Product Knowle...

Posted 1 month ago

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4.0 - 6.0 years

10 - 12 Lacs

kolkata

Work from Office

Manage relationships with high net worth individuals and private client groups to acquire new clients through wealth management services. Ensuring Investment, portfolio management, cross-selling other banking products & services to existing clients Required Candidate profile 4-6 years of experience in HNI sales or UHNI . understanding of investment, portfolio management, PCG services and relationship-building skills for PCG, HNI and UHNI. HR Suvarna-9502739374

Posted 3 months ago

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4.0 - 6.0 years

10 - 12 Lacs

kolkata, mumbai

Work from Office

Manage relationships with high net worth individuals and private client groups to acquire new clients through wealth management services.Ensuring Investment, portfolio management, cross-selling other banking products and services to existing clients Required Candidate profile 4-6 years of experience in HNI sales or UHNI . understanding of investment, portfolio management, PCG services and relationship-building skills for PCG, HNI and UHNI. HR Suvarna-9502739374

Posted 4 months ago

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