2826 Investment Jobs

Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 8910750091 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter

Job Description: Voice & Data Associate (Asset Servicing) Role Proficiency A Voice Associate or Data Associate is expected to: Work independently to deliver customer support (voice) or process transactions (data) efficiently and accurately. Adhere to standard operating procedures (SOPs) and service-level agreements (SLAs). Address escalated issues or route them appropriately for resolution. Assist and mentor new associates and support the Lead I - BPM with process and quality improvement. Key Responsibilities & Outcomes Service Delivery Ensure 100% adherence to SLAs in terms of quality, productivity, and timeliness. For Voice roles : Handle customer calls, provide resolutions, and complete a...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB 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 Branch Targets by generating business and cross...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB 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 Branch Targets by generating business and cross...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Koramangala Main Branch Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - Koramangala Main & Girinagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitab...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.co...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Equip team with sales tools and collateral Conduct micro-trainings to enhance team productivity Monitor metrics and improve processes Support complex deals with team coordination Keep leadership informed on sales trends & opportunities Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Act as the first point of contact for clients Understand client needs & suggest solution Communicate proactively to build trust Handle inquiries/feedback/minor escalations professionally Keep CRM updated & contribute to team performance insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Plan & run marketing campaigns for products Find new leads through online & offline activities Arrange events, seminars & awareness programs Work with the sales team to turn leads into customers Check marketing results & make simple reports Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

- Managing the sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Visits to The Assigned Branches. - Negotiate and close deals - 100% lead will be provided. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-37

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Guide sales and marketing team to achieve targets Accelerate business expansion through effective team leadership Track sales metrics and deliver consistent performance reports Foster strong, lasting relationships with major clients and stakeholders Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Guide sales and marketing team to achieve targets Accelerate business expansion through effective team leadership Track sales metrics and deliver consistent performance reports Foster strong, lasting relationships with major clients and stakeholders Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Age 21 to 40 Contact - Brijesh@sadhanaservice.com Perks and benefits On Roll with HDFC Group Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Age 21 to 40 Contact - Brijesh@sadhanaservice.com Perks and benefits On Roll with HDFC Group Career Growth

Post : Relationship Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 35 YRS Call OR WhatsApp : 7244 79846 HR Fenil Perks and benefits Incentives, Performance Bonuses, Career Growth

Build and maintain strong customer relationships. Cross-sell banking products. Achieve sales and revenue targets assigned by the bank. Provide excellent service to ensure customer satisfaction. Develop new client acquisition. Required Candidate profile Graduate (mandatory). 1–3 years of experience in Banking / BFSI / Insurance / Sales. Strong communication and relationship management skills. 9904750213 -Nisha