4795 Investment Products Jobs - Page 14

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

1. Servicing Sales team and Investment Specialist Team to Achieve their PMS/AIF Sales Target by Providing Operational Support. 2. Coordinating with All Product Manufacturers for data collating data including Investments, Redemption, Change of Broker Code and Additional Investments, for successful NAS calculation. 3. Ensure Timely support with all necessary data support for senior Management presentation related to PMS and AIF Investments 4. Handling all SOP related queries as well as ensure quarterly SOP Credit will be given to every sales RM. 5. Ensure following the internal documentation is being done including Risk calling before funding any PMS/AIF transactions. 6. Preparing MIS and send...

The Relationship Manager role at Lakshmishree Investment Securities Ltd is a full-time on-site position located in Prayagraj. The Relationship Manager will be responsible for building and managing client relationships, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include identifying new business opportunities, offering personalized financial solutions, and keeping up-to-date with market trends and investment products. The role also involves meeting sales targets, handling customer inquiries, and maintaining thorough records of client interactions. Sales Marketing 1 - 2 YEARS Salary as per market standard Full Time Careers - Lakshmishree Investment Securities...

Job Description The Relationship Manager role at Lakshmishree Investment Securities Ltd is a full-time on-site position located in Prayagraj. The Relationship Manager will be responsible for building and managing client relationships, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include identifying new business opportunities, offering personalized financial solutions, and keeping up-to-date with market trends and investment products. The role also involves meeting sales targets, handling customer inquiries, and maintaining thorough records of client interactions. Roles Responsibilities Generating leads. Meeting with the leads provided by the company Acquisit...

Job Description The Relationship Manager role at Lakshmishree Investment Securities Ltd is a full-time on-site position located in Prayagraj. The Relationship Manager will be responsible for building and managing client relationships, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include identifying new business opportunities, offering personalized financial solutions, and keeping up-to-date with market trends and investment products. The role also involves meeting sales targets, handling customer inquiries, and maintaining thorough records of client interactions. Roles Responsibilities Generating leads. Meeting with the leads provided by the company. Acquisi...

The Relationship Manager role at Lakshmishree Investment Securities Ltd is a full-time on-site position located in Prayagraj. The Relationship Manager will be responsible for building and managing client relationships, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include identifying new business opportunities, offering personalized financial solutions, and keeping up-to-date with market trends and investment products. The role also involves meeting sales targets, handling customer inquiries, and maintaining thorough records of client interactions. Sales Marketing 1 - 2 YEARS Salary as per market standard Full Time Careers - Lakshmishree Investment Securities...

Syfe is APACs largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Opportunity We are seeking a Backend Engineer to develop and own state of the art products that help bring people closer to their financial goals. As we build and scale Syfe over the next few years, our product and engineering team is growing...

Role & responsibilities Assist in researching equity, mutual funds, insurance , SIP and other investment products. Investment product Sales. Participate in regular training to build financial product knowledge Preferred candidate profile Graduate Experience in sales of Investment products (if any)

Role & responsibilities Responsible for research and due diligence on Mutual Funds, PMS, and AIFs. Analyze fund strategies, performance, and portfolio suitability. Develop product materials and collaborate with fund partners. Deliver market insights, client communications, and portfolio reviews. Ensure compliance with SEBI/AMFI guidelines and support digital reporting, training, and internal updates. Preferred candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred. 410 years of experience in investment research, product strategy, or portfolio advisory. Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators. Excellent commu...

Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets ...

As an Investment Advisor at Purminder Kaur & Associates, your role will involve advising clients on optimal investment opportunities, risk assessment, and financial planning based on their goals. You should have hands-on experience in loans and investment products such as mutual funds, fixed deposits, insurance, and other retail banking offerings. Key Responsibilities: - Minimum 1 year of experience in a banking environment handling loans and investments - Strong communication and client relationship skills - Knowledge of current financial products and market trends Qualifications Required: - Bachelor's degree in Finance, Commerce, or related field preferred The company, Purminder Kaur & Ass...

As an Asset Management professional at Goldman Sachs, you will be part of a team that provides investment and advisory services for leading pension plans, sovereign wealth funds, insurance companies, and more. You will work in a culture that values integrity and transparency, alongside a diverse team passionate about clients and sustainable success. **Key Responsibilities:** - Review fee schedules and agreements to optimize client invoicing solutions. - Implement and generate client management fee invoices per client requirements. - Dispatch invoices, manage receivables, and general ledgers. - Focus on enhancing efficiencies within invoicing workflows and systems. - Maintain and update inter...

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadt...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366