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0.0 - 1.0 years
3 - 3 Lacs
Hyderabad
Work from Office
Responsibilities: * Manage HNIs' wealth through mutual funds, investment products & financial planning * Acquire new clients with focus on high net worth individuals * Oversee portfolio management using PMS & AIFs Travel allowance Performance bonus Health insurance Annual bonus
Posted 4 weeks ago
2.0 - 7.0 years
15 - 20 Lacs
Hyderabad
Work from Office
Job Specifications Department: Sales-Investment Role Designation: Relationship Manager- Investment Products Function: Sales Products Company: MOFSL Reporting to: Cluster Manager- Investment Products / Regional Head- Investment Products Location: Hyderabad Job Purpose 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. Key Deliverables 1. Acquiring HNI clients (Affluent & Super Affluent) 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 4. CRM 5. Partner & client meeting. Role Requirements o Educational Qualifications: Post Graduate, MBA or Equivalent o Experience: Minimum 2-3 Yrs of experience in investment products & equity o Domain Knowledge: Equity & Investment Products o IT Skills: MS Office
Posted 4 weeks ago
2.0 - 7.0 years
2 - 7 Lacs
Kota, Udaipur, Sikar
Work from Office
Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Required Candidate profile Candidate Exp. Banking Product Sales - Current a/c and Saving a/c and cross sales Knowledge of Banking Product , Send Update Resume Jobs@xwelljobs.com Contact us 9950255911
Posted 1 month ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 1 month ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Mumbai location Role: Key Accounts Manager - Sales Experience: 1 - 6 Years Job Description: Roles & Responsibilities: 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skillset: 1. Graduate / Postgraduate with minimum 1 year of experience in sales role. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills. If interested, kindly share your updated CV at priyal@topgearconsultants.com
Posted 1 month ago
4.0 - 9.0 years
4 - 9 Lacs
Mumbai, Pune, Mumbai (All Areas)
Work from Office
*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.
Posted 1 month ago
6.0 - 10.0 years
10 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 1 month ago
6.0 - 10.0 years
8 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 1 month ago
1.0 - 2.0 years
3 - 3 Lacs
Kolkata
Work from Office
Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams
Posted 1 month ago
4.0 - 9.0 years
7 - 17 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Job description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Purvi Axis Bank-HR 9867078228 purvi.pacharne@axisbank.com
Posted 1 month ago
6.0 - 11.0 years
5 - 13 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Hiring for Pvt. Bank !! Job Title: Wealth Relationship Manager Retail Liabilities Location: Delhi & Gurgaon CTC: Best in the industry Job Description: A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio reviews. Comply with all banking and regulatory guidelines. Candidate Profile: Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills. Interested candidates can share their CV at: mukesh.dhawan@v-konnect.com WhatsApp: 9625167282
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Garhshankar
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
7.0 - 15.0 years
50 - 100 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
About the Company: Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India and Singapore, with over from 12000 to 20000 crores of assets under management, and deep focus on alpha generation. We are passionate about finding alternative investment opportunities that can deliver superior risk-return characteristics. We operate across various alternative spaces like Equities, Commodities, Absolute Returns, Structured Credit, Fixed Income, Quant, and Infrastructure. Our products span across various investment structures such as NBFC (ND-SI), AIF (Cat II & III), PMS, RIA and Gift City. Our team consists of 200+ people who are vastly experienced across domestic and global hedge funds and financial institutions and have strong academic credentials at top universities. We are strongly performance driven and look for people who share a similar DNA. Job location: Bangalore, Hyderabad or Chennai. Work experience: 7 to 15 years Capital Raising, Wealth Management, preferably someone with a decent Book. Seeking an experienced Relationship Manager to develop and maintain relationships with high-net-worth individuals, family offices, and institutional clients for investment in various financial strategies. The ideal candidate will have a proven track record of managing substantial AUM and strong client relationships. Key Responsibilities: 1. Client Management Manage and grow a portfolio of high-net-worth clients with a minimum book size of 500 crores Develop and execute strategies to expand existing client relationships Provide personalized investment solutions based on client needs and risk profiles Regular client portfolio review and performance updates 2. Business Development Identify and acquire new client relationships through networking and referrals Meet or exceed quarterly and annual AUM targets Develop and maintain relationships with key influencers and intermediaries Participate in client events and investment conferences 3. Investment Advisory Present and explain various investment strategies to clients Keep clients informed about market developments and investment opportunities Work closely with product teams to understand new offerings Ensure compliance with regulatory requirements in client communications Required Qualifications: 8-12 years of experience in wealth management/asset management Proven track record of managing AUM of at least 200-500 crores Strong existing network of HNI clients and family offices Excellent understanding of financial markets and investment products Relevant certifications (MBA/CFA/CFP preferred) Skills and Competencies: Strong relationship building and networking abilities Excellent communication and presentation skills Deep understanding of investment products and market dynamics Ability to work independently and meet targets Strong analytical and problem-solving skills
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Ludhiana
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Jalna
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Malegaon
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Patiala
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Jaipur
Work from Office
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 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 Key Responsibilities 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 assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.
Posted 1 month ago
2.0 - 6.0 years
2 - 3 Lacs
Kolhapur, Sangli, Solapur
Work from Office
" Join as Sales & Marketing Manager & Grow in Maharashtra!" Key Responsibilities Lead a team Sales Executives to drive monthly sales targets Achieve monthly and quarterly sales targets through direct field visits. Build and maintain strong relationships with local clients, dealers, and distributors. Conduct daily field visits with team for client meetings and lead follow-ups Promote and pitch company products to customers effectively. Follow up on leads, inquiries, and close deals within TAT. Qualifications: A bachelor's degree in finance, Business, or a related field. A minimum of 2 years of experience in any Field Sales, BFSI, FMCG, Pharma or Marketing . Excellent communication and client management skills. Strong local network and area knowledge. Why Join Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining For more information! Call :: +91 9904750213 Mail Resume :: nisha@tekpillar.com
Posted 1 month ago
5.0 - 10.0 years
9 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t 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. • Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.
Posted 1 month ago
4.0 - 8.0 years
5 - 12 Lacs
Chennai, Trichy
Work from Office
Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients
Posted 1 month ago
6.0 - 11.0 years
9 - 15 Lacs
Chennai
Work from Office
Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895
Posted 1 month ago
4.0 - 8.0 years
6 - 14 Lacs
Hyderabad, Chennai
Work from Office
Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assess their risk &providing investment options.Responsibl for achieving targets as assigned by the organizationon a monthly basis
Posted 1 month ago
8.0 - 13.0 years
8 - 17 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvement in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently CTC 7.5 TO 18 LPA More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com No Charges,
Posted 1 month ago
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