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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. Experience 1) Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS ...
Posted 3 weeks ago
0.0 - 4.0 years
4 - 6 Lacs
mangaluru, bengaluru
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 different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...
Posted 3 weeks ago
4.0 - 5.0 years
6 - 7 Lacs
mumbai, ahmedabad, 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. Candidate Profi...
Posted 3 weeks ago
5.0 - 8.0 years
6 - 8 Lacs
chennai, ahmedabad, 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 3 weeks 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 3 weeks ago
5.0 - 8.0 years
6 - 8 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 3 weeks ago
5.0 - 8.0 years
6 - 8 Lacs
ahmedabad, chennai, 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 3 weeks ago
5.0 - 8.0 years
6 - 8 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 3 weeks 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.
Posted 3 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
south goa, nagpur, 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 : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several
Posted 3 weeks ago
5.0 - 10.0 years
0 Lacs
india
On-site
Location: Gurugram, India About Us: Zelestra (formerly Solarpack) is a multinational platform fully focused on multi-technology renewables with a vertically integrated business model focused large-scale renewable projects in rapidly growing markets across Europe, North America, Latin America, Asia, and Africa. Headquartered in Spain, Zelestra has more than 1000 employees worldwide and is backed by EQT, one of three largest funds in the world with $200B in assets. One solution doesn't fit all, especially in energy. We're on a journey alongside our clients, assisting them in achieving their decarbonization goals. We are committed to developing tailored-made solutions by analyzing power market ...
Posted 3 weeks ago
0.0 years
0 Lacs
pune, maharashtra, india
On-site
Company Description ICICI Home Finance Company Limited (ICICI HFC) is one of the fastest growing home finance companies. We aim to make home ownership a reality by providing home loans and other key financial services such as Fixed Deposits and Loans Against Property. Our 200+ branches have friendly, helpful local experts to support you in achieving your financial goals. If you've faced challenges securing a home loan before, ICICI HFC is here to help! Role Description This is a full-time, on-site role for a Senior Relationship Manager at ICICI Home Finance Company Limited, located in Hadapsar Pune. As a Senior Relationship Manager, you will be responsible for developing and maintaining rela...
Posted 3 weeks ago
3.0 - 5.0 years
0 - 3 Lacs
gaya
Work from Office
Role & responsibilities Should have experience in customer handling, driving business and working on insurance - Motor & Health Preferred candidate profile
Posted 3 weeks ago
3.0 - 8.0 years
10 - 15 Lacs
bengaluru
Work from Office
Role & responsibilities 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 leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondar...
Posted 3 weeks ago
1.0 - 6.0 years
5 - 10 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
CASA sales portfolio management
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
surat, gujarat
On-site
As an ideal candidate for this role, you should have experience in handling a minimum transaction of 5000 cr. Your key responsibilities will include: - Handling Treasury Activities including Forex & Trade finance. - Managing Trade Finance import & export documentations, Lcs, Bank Guarantees, Import Finance compliances. - Having exposure to SAP & Exposure to SAP Treasury Module is an added advantage (Preferred). - Planning and forecasting Cash Flow. - Ensuring compliance with Working Capital, FEMA, and other applicable regulations. - Ensuring investments in Fixed Deposits and MF are within approved limits. - Performing Bank Reconciliation. - Dealing with Letter of Credit, Bank Guarantee, and ...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
kolkata, dhanbad
Work from Office
Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales. -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
Posted 3 weeks ago
2.0 - 7.0 years
3 - 8 Lacs
chennai
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 Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside"...
Posted 3 weeks ago
5.0 - 10.0 years
6 - 9 Lacs
ahmedabad
Work from Office
Job Description We are looking for a highly motivated and experienced Sales Head Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. Key Responsibilities 1) Lead and manage the sales team to achieve business targets. 2) Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. 3) Build strong client relationships and expand the client base. 4) Collaborate with product and research teams to design suitable investment solutions. 5) Monitor sales performan...
Posted 4 weeks ago
0.0 - 5.0 years
4 - 9 Lacs
guwahati, kolkata, dhanbad
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 different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...
Posted 4 weeks ago
0.0 - 3.0 years
1 - 3 Lacs
ahmedabad, rajkot, vadodara
Work from Office
Build and maintain strong relationships with clients and industry partners. Develop strategies to boost the team's productivity & sales performance Build strong relationships with the team, providing guidance Sales Support to the team. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
noida, gurugram, delhi / ncr
Work from Office
Post : Senior Branch 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 : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several
Posted 1 month ago
6.0 - 11.0 years
30 - 40 Lacs
navi mumbai
Work from Office
We are looking for a Product Manager(Savings) to help us design, launch, and grow the next generation of savings products in India. Were scaling fast and want someone who can own the end-to-end journey of deposits and savings, making them simple, secure, and rewarding for our customers. As our Product Manager, youll be responsible for building products like Fixed Deposits, Recurring Deposits, Digital Piggy Banks, and more. You’ll work closely with product, design, compliance, and engineering teams to create experiences that fit seamlessly into our customers’ financial lives. We’re looking for someone who can combine customer empathy with a data-driven mindset — and turn complex financial pro...
Posted 1 month ago
5.0 - 7.0 years
5 - 6 Lacs
goregaon
Work from Office
Roles and Responsibilities Manage branch operations, including sales, customer service, and team handling. Oversee daily activities of the branch to achieve targets and goals. Develop and implement strategies for cross selling and upselling products. Ensure effective communication with customers, colleagues, and stakeholders. Desired Candidate Profile 5 -7 years of experience in retail banking or related field. Strong background in branch management or heading branches. Excellent skills in branch operations, branch management, cross selling, heading branch teams.
Posted 1 month ago
5.0 - 7.0 years
5 - 7 Lacs
saharsa
Work from Office
Customer service, cross sales & retention . Local area marketing information &competitor mapping. Branch Operation, Expenditure Management, Employee Engagement. Branch Audit & Compliance. Fraud Reporting, Resolution and Controls. Resolving customer problems in partnership with ABM / ACM. Liasioning with local authorities on need basis.
Posted 1 month ago
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