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1.0 - 5.0 years
3 - 5 Lacs
guwahati
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
jamshedpur
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
bokaro
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
durgapur
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
kolkata
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...
Posted 2 months ago
1.0 - 6.0 years
1 - 5 Lacs
nagpur, pune, mumbai (all areas)
Work from Office
Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer/Relationship manager/call & trade/pcg dealer CTC- up to- 6 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- -- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. -- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. -- To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. -- To keep abreast with the mar...
Posted 2 months ago
1.0 - 2.0 years
6 - 10 Lacs
mumbai, new delhi, hyderabad
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Location: Ahemdabad, Delhi, Trivendrum, Mumbai,Surat,Bengaluru,Hyderabad, Chennai,Kolkata,Pune,Jaipur,Indore,Kochi
Posted 2 months ago
1.0 - 6.0 years
3 - 4 Lacs
mumbai, thane, navi mumbai
Work from Office
Virtual Relationship Manager – Leading Private Sector Bank (Thane, Wagle Estate) Exp: 6+ months in Banking/BPO Sales (No Freshers) Edu: Graduate | Age: 18–32 yrs | No gap >6 months Skills: Fluent English, Strong Sales & Cross-selling ability Required Candidate profile Shift: 9:30 AM–6:30 PM (Day Shift) Salary: Up to 4 LPA + Incentives up to 35K/month Benefits: On-payroll job | Career growth in digital banking call 9773553319 Simran www.hyfly.in Perks and benefits Medical Allowance + Performance based Incentives
Posted 2 months ago
1.0 - 4.0 years
3 - 5 Lacs
kochi, kottayam, thrissur
Work from Office
Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored solutions. Identify new business opportunities through networking, referrals, and market research. Develop sales strategies to meet targets and achieve revenue growth. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Banca Channel Desired Candidate Profile Strong understanding of banking products such as credit cards, loans, health insurance etc. 1-4 years of experience in BFSI sales or related field (insurance sales, mutual funds sales). Excellent communication skills for effective relationship management with clients...
Posted 2 months ago
4.0 - 9.0 years
7 - 12 Lacs
jaipur
Work from Office
1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients. Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial ...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
varanasi
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
saharanpur
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
prayagraj
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
lucknow
Work from Office
Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile -...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
jaipur
Work from Office
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...
Posted 2 months ago
1.0 - 6.0 years
3 - 4 Lacs
mumbai suburban, mumbai (all areas)
Work from Office
Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
lucknow, meerut, ahmedabad
Work from Office
As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.
Posted 2 months ago
0.0 - 5.0 years
1 - 2 Lacs
hyderabad, chennai, bengaluru
Work from Office
. Hiring Freshers & Experienced Candidates Designation- Customer support executive. Location- Chennai & Hyderabad English & Hindi is Required. Salary- 14k to 17k Inhand Graduation not mandatory Call Heena 63570 12499 for more info . . Required Candidate profile . Candidates should be comfortable to work from office. Graduation not Mandatory Required Immediate Joiners. .
Posted 2 months ago
1.0 - 2.0 years
2 - 5 Lacs
bangalore rural, chennai, delhi / ncr
Work from Office
Role Description Job Specification Position Details Position Title: Relationship Manager Grade: I (RE) & AM(RM) Department: Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title: Channel Head/Channel Manager Demographics Role Relationship Executive / Relationship Manager DET Role & responsibilities To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors Key Accountabilities To achieve monthly plan to acquire Retail...
Posted 2 months ago
5.0 - 10.0 years
15 - 30 Lacs
thane, chennai, mumbai (all areas)
Work from Office
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Posted 2 months ago
3.0 - 8.0 years
6 - 16 Lacs
thane, chennai, mumbai (all areas)
Work from Office
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
bharuch, vapi, vadodara
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
rajkot
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
chandigarh, dehradun
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
panipat, rohtak, hisar
Work from Office
We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...
Posted 2 months ago
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