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2.0 - 6.0 years
2 - 6 Lacs
chennai
Work from Office
Position - 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. Skills Experience - 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B...
Posted 2 months ago
5.0 - 8.0 years
6 - 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. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...
Posted 2 months ago
1.0 - 4.0 years
10 - 11 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 2 months ago
5.0 - 8.0 years
6 - 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 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corpo...
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
patna
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Officer-Acquisition. Age Group: 18 Years to 37 Years Maximum.
Posted 2 months ago
2.0 - 5.0 years
4 - 7 Lacs
pune
Work from Office
Manager - Corporate Employee Solutions-Regional sales Market Research & Client Identification: Conduct market research to identify potential GCC clients and key decision-makers within these organizations. Build a network of connections to initiate and develop relationships with prospective corporate clients. Expand the client coverage by onboarding new GCCs and enhance banks market share. Relationship Development: Develop and maintain strategic relationships with HR, finance, and procurement teams of targeted GCC clients, positioning the bank as a trusted partner for payroll and employee banking solutions. Client Onboarding & Engagement: Lead the onboarding process for new GCC clients, ensur...
Posted 2 months ago
2.0 - 5.0 years
2 Lacs
chennai
Work from Office
Manager - Corporate Employee Solutions-Regional sales Market Research & Client Identification: Conduct market research to identify potential GCC clients and key decision-makers within these organizations. Build a network of connections to initiate and develop relationships with prospective corporate clients. Expand the client coverage by onboarding new GCCs and enhance banks market share. Relationship Development: Develop and maintain strategic relationships with HR, finance, and procurement teams of targeted GCC clients, positioning the bank as a trusted partner for payroll and employee banking solutions. Client Onboarding & Engagement: Lead the onboarding process for new GCC clients, ensur...
Posted 2 months ago
1.0 - 6.0 years
3 Lacs
noida, ludhiana, rewari
Work from Office
Roles and Responsibilities Acquisition of Demat / Trading account from open market and leads. Achieving monthly targets. Achieving minimum margin amount target. Conduct lead generation activities for sales penetration. Meeting clients and pitching cross sales & wealth products. Wealth products include Life insurance,General insurance & fixed deposits, Mutual Funds etc Generate Equity Business and maintain strong client relationship Good Negotiation Skills Skills Required Good Communication - Verbal & Non-Verbal Leadership Self Motivated Qualification Graduate fresher Experience 1-6 years
Posted 2 months ago
3.0 - 8.0 years
3 - 6 Lacs
jaipur
Work from Office
Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relat...
Posted 2 months ago
2.0 - 7.0 years
3 - 8 Lacs
hyderabad
Work from Office
Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Head 2. Branch Sales Manager 3. Customer Relationship Officer 4. Current Account Manager 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Job Title - Branch Head (Minimum 8 years of Experience / Age up to 40 years). Work with management in establishing growth, sales, employee productivity and profit objectives for the branch. Make certain that all office operations are performed in accordance with established Banking policies and procedures, either directly or through appropriate super...
Posted 2 months ago
1.0 - 5.0 years
2 - 3 Lacs
bengaluru
Work from Office
Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...
Posted 2 months ago
1.0 - 4.0 years
1 - 3 Lacs
udaipur, bhilwara, jodhpur
Work from Office
Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Branch Relationship Manager Branch Banking(Team Handling role). Age Group: 18 Years to 37 Years Maximum.
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Branch Relationship Manager Branch Banking(Team Handling role). Age Group: 18 Years to 37 Years Maximum.
Posted 2 months ago
2.0 - 7.0 years
3 - 6 Lacs
ranchi
Work from Office
Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required
Posted 2 months ago
1.0 - 5.0 years
1 - 3 Lacs
nagpur, nashik, pune
Work from Office
Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9104805064 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several
Posted 2 months ago
0.0 - 2.0 years
0 - 2 Lacs
chennai
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M...
Posted 2 months ago
5.0 - 6.0 years
3 - 7 Lacs
bengaluru, belgaum
Work from Office
ROLEPURPOSE & OBJECTIVE Thisrole drives the Banks operational efficiency byconsistently driving teams productivity and achievingproductivity benchmarks. Along with its team of BDE,AAM and AM, this role isresponsible for sale of banks products. Thisrole is also important to cultivate networks and partnershipstoward existing Current account and Savings account customers andconsistently work on Customers retention. Hence,the role incumbent executes action plans on how best to manageCustomer Portfolios of existing accounts and to generate newcustomers. Therole incumbent is highly oriented to Customer Service, takesownership of all customer issues, proactively identifies possibleissue and brings ...
Posted 2 months ago
1.0 - 4.0 years
2 - 5 Lacs
kanpur, meerut, kidwai
Work from Office
We are seeking a dynamic and results-driven Current Account Acquisition Manager to spearhead the growth of our current account portfolio. The ideal candidate will be responsible for identifying, acquiring, and onboarding new current account clients, fostering strong relationships, and driving revenue growth for the organization. Key Responsibilities: Develop and execute strategies to acquire new current account clients in line with organizational targets. Identify potential clients through market research, networking, and lead generation activities. Build and maintain strong relationships with prospective clients, understanding their business needs and tailoring banking solutions accordingly...
Posted 2 months ago
1.0 - 6.0 years
3 - 6 Lacs
junagadh, himatnagar, ahmedabad
Work from Office
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. Ensure successful onboarding of customer for a smooth transition to branch banking team Required Candidate profile Graduate with minimum 50% MBA + IRDA qualified - 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
Posted 2 months ago
6.0 - 8.0 years
8 - 13 Lacs
noida
Work from Office
Sopra Steria is looking for R&D Java Senior Software Development Engineer 2 to join our dynamic team and embark on a rewarding career journey A Software Development Engineer (SDE) is a professional responsible for designing, developing, and maintaining software systems and applications They collaborate with cross-functional teams to analyze requirements, design software solutions, write code, and ensure the overall quality and performance of the software Here's a sample job description for a Software Development Engineer:Responsibilities :Collaborate with product managers, software architects, and other stakeholders to understand business requirements and translate them into software specifi...
Posted 2 months ago
3.0 - 8.0 years
6 - 15 Lacs
chennai, bengaluru, mumbai (all areas)
Work from Office
We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...
Posted 2 months ago
3.0 - 8.0 years
6 - 15 Lacs
hyderabad, chennai, bengaluru
Work from Office
We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...
Posted 2 months ago
2.0 - 7.0 years
2 - 5 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Dear Candidate, Urgent opening with leading bank. CTC : 5.25 LPA Location : Across Mumbai Job Description : 1 New to bank acquisition of high end current accounts & Saving account through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activi...
Posted 2 months ago
1.0 - 3.0 years
4 - 9 Lacs
vijayawada, hyderabad
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...
Posted 2 months ago
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