2222 Investment Advisory Jobs - Page 21

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 To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Whitefield Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster (Upcoming Branch) Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall B...