4795 Investment Products Jobs - Page 15

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

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

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

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & 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: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

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 and Coimbatore Week off - Sunday

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry and Freshers are not eligible. Interested candidates can sen...

As a Wealth Manager at our firm located in JP Nagar, Bangalore, you will play a crucial role in helping clients achieve their financial goals through personalized investment solutions. Your responsibilities will include: - Proactively engaging with interested leads through sales calls to explain financial products and investment solutions. - Assessing client needs, risk appetite, and financial goals to recommend suitable stock market investments and wealth management solutions. - Building and nurturing long-term client relationships through regular follow-ups, market updates, and personalized financial guidance. - Staying updated on market trends, economic developments, and competitor offeri...

As an Emerging Corp Relationship Manager at the company, your role involves staying abreast of developments within your field and contributing to the directional strategy by considering their application in your job and the business. You are recognized as a technical authority in your area and are required to have basic commercial awareness. Your developed communication and diplomacy skills will be essential in guiding, influencing, and convincing others, especially colleagues in other areas and occasional external customers. Your work will have a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business,...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. Drive overall growth in liabilities and investment products within the HNI segment. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). Develop and expand customer relationships for both liability and retail asset products. Inform clients about new products and enhanceme...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...

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 target...