18 Investment Options Jobs

Role Overview: As a Customer Support Executive specializing in stock market and trading at iLeads Auxiliary Services Pvt Ltd, your primary responsibility will be to respond to customer inquiries, assist with account management, provide information on trading and investment options, and address any technical issues customers may face. You will collaborate closely with the trading support team to ensure customer satisfaction and smooth operations. Key Responsibilities: - Respond to customer inquiries related to stock market trading - Assist with account management for clients - Provide information on trading and investment options - Address technical issues customers may encounter - Collaborat...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to pr...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to pr...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to pr...

As a Personal Investment Specialist, you will be responsible for explaining various types of investment product features and financial services to potential clients over the phone. Your role will involve delivering personalized investment solutions to assist clients in achieving their short term, medium term, and long-term financial goals. Additionally, you will play a key role in developing and strengthening client relationships. - Educate clients on investment options, answer their questions, and recommend suitable investments based on their needs. - Assist clients in planning for specific circumstances such as education expenses, tax planning, or retirement planning. - Meet with clients t...

Role Overview: As a Relationship Manager, your primary responsibility will be managing clients, acquiring new clients, and offering financial solutions pertaining to investments and broking. A successful candidate for this role should possess strong interpersonal skills, market knowledge, and the ability to analyze and advise on various investment options to assist clients in reaching their financial objectives. You will serve as the main point of contact for client queries and concerns, establishing and maintaining robust and lasting relationships with clients. Additionally, you will keep clients informed about new products, investment opportunities, and market updates. Key Responsibilities...

As a skilled finance content writer, your role will involve creating insightful, engaging, and reader-focused content related to personal finance, investments, market trends, and financial planning. You should possess a deep understanding of financial topics and have the ability to simplify complex concepts into actionable insights. Your writing style should be professional yet approachable, resonating with diverse audiences. Your key responsibilities will include: - Researching, writing, and editing articles, blogs, guides, and social media posts on finance, stock markets, trading, investments, insurance, and economic trends. - Creating scripts for various content formats such as YouTube vi...

You will be responsible for prospecting new business opportunities through various channels and following up with warm leads. Your main focus will be to provide prompt, accurate, and friendly customer service by responding to inquiries related to financial planning, investment options, documentation, assisting with transfers, goal mapping, and performance review against client goals. Using a customer-focused approach, you will educate customers about investment options through IAPs at corporates and Hum Aapke Dawar sessions for HNI and UHNI clients. You will also be required to conduct internal and client-facing status meetings and updates to report on performance, address any issues, and dr...

As a Financial Service Associate, you will play a crucial role in supporting clients with financial products and services. Your responsibilities will include building strong relationships, ensuring compliance, and achieving sales and service targets. To excel in this role, you should possess excellent communication and problem-solving skills, as well as a solid understanding of financial products to provide customers with a superior experience. Your main duties will involve closely monitoring HL data, cross-selling insurance (Life and Non-Life), fixed deposits, and other introduced products to home loan customers. You will also be responsible for sourcing open market business and meeting ass...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

As a Sales Coordinator in Financial Empowerment, you will play a crucial role in guiding individuals through their financial journey. Your primary focus will be on educating clients on various aspects of personal finance, including budgeting, saving, and investment strategies. Additionally, you will provide insights into starting and managing side hustles to create additional income streams, as well as assist in creating comprehensive life plans that align with personal and financial goals. Your responsibilities will include organizing and coordinating sales efforts through workshops, webinars, and one-on-one consultations. Collaboration with the sales team to identify opportunities for clie...

As a candidate for this role, you should possess a good knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. Your responsibility will include increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with existing and new distributors while achieving the given targets. It is essential to have product and process knowledge to enable NDs to meet clients and successfully sell the company's funds. Effective communication and influencing skills are crucial for engaging with various stakeholders and generating business from NDs. This is a full-time, permanent p...

As an Immigration Branch Manager, you will be responsible for overseeing the operations of an immigration branch office to ensure efficient service delivery. Your key responsibilities will include managing budgets, developing sales strategies, ensuring compliance with legal requirements, and maintaining excellent customer service. You will also be in charge of training staff to provide exceptional service, assigning tasks based on priority, and preparing sales and marketing plans. Moreover, you will be expected to achieve monthly sales targets, ensure timely submission of reports, and assist the team in identifying customer needs and providing investment options. This role requires a total o...

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. Your key responsibilities will include building and nurturing strong relationships with high net worth clients, understanding their financial goals, and offering personalized solutions to meet their needs. You will serve as a primary point of contact for clients, addressing their inquiries and concern...