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0.0 - 2.0 years
2 - 4 Lacs
mumbai
Work from Office
Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
Posted 1 day ago
8.0 - 13.0 years
8 - 10 Lacs
salem, chennai
Work from Office
Products/ Services: Lockers, Deposits, Mutual Funds Responsible for the overall sales and operational function of the branch Manage team to build sales / operational functional excellence Handholding, mentoring and coaching for performance Plan and execute activities to promote products and services to acquire clients Engage client relationship to enhance stickiness thus creating opportunities for up sell and cross sell. Achieve product and revenue mix as will be decided my Management from time to time. Ensure promptness in handling MIS including escalations relating to sales activities and documentation Track and Manage performance of sales and back end staff Adhere to rules and regulations...
Posted 1 day ago
5.0 - 10.0 years
3 - 6 Lacs
nagpur, amravati
Work from Office
To monitor closely the HL data and cross sell insurance , fixed deposits and other products as introduced by the company to home loan customers To source open market business too and achieve the targets assigned
Posted 1 day ago
2.0 - 7.0 years
3 - 5 Lacs
bhubaneswar, kolkata, dhanbad
Work from Office
Bajaj Capital Ltd is currently hiring for / . across the entire covering / with minimum of of experience. -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com or you can directly DM me
Posted 3 days ago
0.0 - 3.0 years
1 - 3 Lacs
ahmedabad, rajkot, vadodara
Work from Office
Hiring Banking Sales Professional! Acquire new accounts (individuals, proprietors, small businesses) around branch catchment. Meet customers in their offices or business establishments. Conduct market activities Cross Sales Bank Products. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship
Posted 3 days ago
3.0 - 8.0 years
3 - 8 Lacs
bilaspur
Work from Office
Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- BM PB Teller Authorizer CCE/CEE (Teller/WD) PB Classic PB Sales Location: Bilaspur Cluster Chhattisgrah Perks and Benefits As per Industry Walk in date - 15 September 2025 Walk in time - 03:00 pm to 05:00 pm Address - HDFC Bank Ltd, Nehru Chowk Branch, Second floor, Nehru Chowk, Bilaspur, Chhattisgarh. Thanks..
Posted 3 days ago
5.0 - 9.0 years
0 - 0 Lacs
vadodara, gujarat
On-site
As a part of Dhanesvari Commodities Pvt Ltd, your role will involve the following responsibilities: - Making new clients and encouraging investments in various financial instruments such as Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, and Health Insurance. - Collaborating with HR managers of Companies and Associations to organize webinars on Tax Planning and Advance Portfolio Management. - Coordinating with asset management companies and life insurance companies to enhance client service. Qualifications required for this role include: - Education background in BBA, BCOM, MBA, or MCOM. Please note the following salary brackets based on education level: - For Graduates: ...
Posted 4 days ago
2.0 - 7.0 years
3 - 4 Lacs
noida
Work from Office
Responsibilities: * Generate leads and close deals * Manage existing client relationships * Meet sales targets * Maintain customer satisfaction * Collaborate with investment team *Knowledge about mutual funds is mandatory Health insurance Annual bonus
Posted 4 days ago
2.0 - 5.0 years
2 - 4 Lacs
kalburagi, hubli, mangaluru
Work from Office
Designation : - Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 2 year of experience in Banking / Insurance / NBFC • Good Communication skills • Age : 21 to 33 Years Perks and benefits Incentive + PF + Mobile with Several
Posted 4 days ago
3.0 - 8.0 years
4 - 7 Lacs
hyderabad
Work from Office
Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 8 years in BFSI/Banking, with at le...
Posted 4 days ago
0.0 - 5.0 years
3 - 4 Lacs
chennai
Work from Office
Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 15th Sep 25 (Monday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR
Posted 4 days ago
1.0 - 2.0 years
4 - 6 Lacs
mumbai
Work from Office
Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 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, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum
Posted 4 days ago
4.0 - 5.0 years
6 - 7 Lacs
mumbai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 4 days ago
1.0 - 4.0 years
3 - 6 Lacs
chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 4 days ago
5.0 - 8.0 years
5 - 8 Lacs
chennai
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...
Posted 4 days ago
0.0 - 4.0 years
2 - 3 Lacs
mohali, chandigarh, panchkula
Work from Office
We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.
Posted 5 days ago
4.0 - 5.0 years
6 - 7 Lacs
mumbai
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location- Mumba...
Posted 5 days ago
5.0 - 8.0 years
7 - 10 Lacs
ahmedabad
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 5 days ago
5.0 - 10.0 years
5 - 13 Lacs
noida, greater noida
Work from Office
Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...
Posted 6 days ago
4.0 - 5.0 years
6 - 7 Lacs
ahmedabad
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 6 days ago
5.0 - 8.0 years
7 - 10 Lacs
surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...
Posted 6 days ago
4.0 - 5.0 years
6 - 7 Lacs
chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 6 days ago
1.0 - 4.0 years
3 - 6 Lacs
kolkata
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 6 days ago
3.0 - 6.0 years
10 - 11 Lacs
chennai
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.
Posted 6 days ago
5.0 - 8.0 years
7 - 10 Lacs
surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 6 days ago
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