6112 Investment Products Jobs - Page 14

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's 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 ...

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's 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 ...

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's 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 ...

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's 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 ...

IP Business Upfront Revenues, Activation of Partners in Investment Product Business. Responsible for revenue generation. RM's Physical Meetings & Seminars with FR's & End Clients New High Impact Business Initiatives. Must have exp in B2B Sales. Required Candidate profile Must have experience in recruiting distributors, IFAs. Must have exp in b2b sales and franchisee acquisitions. Must be well versed with investment products. Must have good communication skills.

Company Description Choice International Limited is one of India's premier financial services conglomerates, delivering a wide range of financial solutions since 1993 to both domestic and global clients. With a strong presence of over 2,500 employees, 200 branches across India, and international offices in London, Hong Kong, Dubai, and Nairobi, the company emphasizes Nurturing Financial Excellence. Its services span management consulting, taxation, investment banking, portfolio management, insurance, and more, making it a one-stop destination for financial services. Beyond business, the company actively engages in social responsibility initiatives, demonstrating its commitment to giving back...

We are looking for a motivated Investment Advisor to join our sales team. The role involves client acquisition by engaging prospective investors, understanding their financial needs, and guiding them through the firm's investment offerings. It will require lead qualification, investor communication, and ensuring a seamless onboarding experience for clients. Key Responsibilities: ? Proactively manage existing and new leads, ensuring consistent communication and pipeline development. ? Explain investment products in simple and compliant language to prospective clients and drive client acquisition ? Handle basic objections and ensure timely follow-ups with prospective investors. ? Update CRM wi...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Insignia Preferred Banking. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with high net worth individuals and businesses to drive sales of premium banking products. Identify new business opportunities and expand existing customer relationships through effective relationship management skills. Collaborate with internal teams to deliver exceptional customer service and support to clients. Analyze market trends and competitor activity to stay ahead in the competitive banki...

Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Prudential Mutual Fund To up sell Prudential 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 To achieve the business targets assigned in terms of up selling Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for t...

Responsibilities: * Provide financial advice on investments & wealth management * Manage client portfolios with mutual funds & products * Ensure compliance with regulatory standards

Role & responsibilities JD for Sales- Relationship Manager / Executive MF (Banca Channel sales through Banca Channel) D. Key Accountabilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assign...

Who Are We Looking For A seasoned growth leader who understands how Indians discover, evaluate, and adopt investment products. Someone who can turn insight into measurable, repeatable growth and who s comfortable switching between strategy and hands-on execution. You should bring: Deep experience scaling investment or wealth products in India A strong analytical approach to funnels, CAC, and user behaviour Creativity in storytelling and GTM execution The ability to build and lead a high-performance growth team Experience working closely with founders and product/tech leaders Strong exposure to both digital and offline channels What You ll Do 1. Own the Growth Engine Lead user acquisition, ac...

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

Achieve growth and sales targets by effectively managing a team of 10-12 sales professionals Design and execute strategic business plans to expand customer base and market presence Recruit, train, coach and monitor team performance Build and maintain strong client relationships by understanding customer needs Drive cross-sell and up-sell of products beyond core equity offerings Track client activity ratios and ensure productivity Prepare and present sales MIS, revenue reports and forecasts to management Identify new market opportunities, emerging trends and competitor activities Implement national sales programs through field-level action plans Number of Reportees 10 to 12 Reporting To Zonal...

Responsibilities: * Reaching out to clients for financial products like debt securities, mutual funds and other investment products * Service existing and new clients * Stay updated on market trends * Product/company promotions through social media

Responsibilities: *Build relationships with clients * Collaborate on sales & marketing strategies * Provide investment advice * Sales and promotion of financial products like Debt Securities, AIFs, PMS.

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS, AIF Mandatory Key Skills...

Job Description Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS, AIF Mand...

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 the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Position Summary: - The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - l Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up. l Experience of advising clients across asset cla...

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products KYC Documentation & Processing Checking CKYC Compliance Transfer, Gift and Transmission of Funds Demat, Broking and F&O Account Opening Demat, re-mat of shares and other securities

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Mandatory Key Skills Client Management Knowledge of Equity Market and Investment products

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.