8 Investment Product Jobs

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

As a Channel Sales Manager, your role will involve driving sales of Investment Product through various distribution channels such as financial advisors, brokers, wealth partners, and distribution networks. Your primary focus will be on expanding market reach, deepening partner relationships, and achieving consistent sales growth within the retail and HNI investor segments. Key responsibilities: - Drive sales of Investment Product through different distribution channels - Expand market reach and deepen partner relationships - Achieve consistent sales growth within the retail and HNI investor segments Qualifications required: - Proven experience in channel sales within the financial services i...

Channel Sales Manager (Channels to handle: IFAs, MFD and Wealth Management for investment product) Job Overview: In order to expand our sales footprint, we are looking to recruit Channel Sales Managers across locations like Ahmedabad, Vadodara, Surat Rajkot & Mumbai. These channel sales managers will source distribution partners who in turn gets us investors to invest in our product offerings namely Non-Convertible Debentures (NCDs). Responsibilities: Responsible for channel sales of investment products through Individual Financial Advisors (IFAs) and Mutual Funds Distributors (MFDs) and Wealth Firms. Preferably should have strong network of IFAs in the assigned geography to offer products. ...

Channel Sales Manager (Channels to handle: IFAs, MFD and Wealth Management for investment product) Job Overview: In order to expand our sales footprint, we are looking to recruit Channel Sales Managers across locations like Ahmedabad, Vadodara, Surat Rajkot & Mumbai. These channel sales managers will source distribution partners who in turn gets us investors to invest in our product offerings namely Non-Convertible Debentures (NCDs). Responsibilities: Responsible for channel sales of investment products through Individual Financial Advisors (IFAs) and Mutual Funds Distributors (MFDs) and Wealth Firms. Preferably should have strong network of IFAs in the assigned geography to offer products. ...

Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relev...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

Dear Candidate, Urgent opening with leading broking firm. Department: Alternate Role : Priority KAM Grade : E2 Location: Mumbai Job Role • Will be responsible for sourcing & deepening relationships from existing customer base of NR Privy League customers • Responsible for selling broking account to the set of NR customer base • Should have effective servicing skills and should be excellent in conflict management • Responsible to develop business, maximize revenue generation & achieve sales targets • Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively • Responsible for servicing and generating references from the partner Ban...