1064 Financial Advisory Jobs - Page 41

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number

Key responsibilities include coordinating with bank staff, educating customers on insurance products, cross-selling, and delivering excellent service to meet customer needs and increase the business's revenue. Call / Whatsapp- 7008628064 (Tapaswini) Required Candidate profile Graduate Freshers / Minimum 0.6+months exp in bfsi sales (Bank products). Manage and develop insurance sales , build strong client relationships, achieve sales targets Age-26 max graduation must

Job Description - Designation - Relationship Manager/ Sr Relationship Manager As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal t...

Job Description - Designation - Relationship Manager/ Sr Relationship Manager As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal t...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibili...

Role & responsibilities About the Role: We are looking for a passionate, self-driven, and ethical sales professional to join our growing Insurance and Mutual Fund advisory team. The ideal candidate should have strong interpersonal skills, proven insurance and mutual fund sales experience, and the ability to build long-term rela onships with clients. This is not a typical sales job its about guiding people to secure their financial future. Key Responsibilities: Engage with inbound leads from social media, referrals, and internal sources. Explain Mutual Fund and Insurance products in a simplified and goal-based manner. Conduct portolio reviews, recommend suitable investment strategies. Coordin...

Client Relationship Management: Establish and maintain effective client relationships within the Cleantech, Infrastructure & Emerging Cleantech sector. Work for sourcing opportunities in newer sectors like Rooftop Solar, Biofuels, Water, Waste to Energy, besides traditional Cleantech & Infrastructure sectors. Understand client needs and provide personalized financial solutions. Financial Solutions Development: Devise tailored financial solutions to address clients' banking and financial advisory requirements. Continuously stay informed about industry trends and innovations to offer competitive solutions. Sales Targets Achievement: Achieve individual sales targets while focusing on growing ac...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...