1488 Investment Products Jobs - Page 28

Role & responsibilities Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring. RM should achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs Preferred candidate profile We encourage Gender Diversity. Both Male and Female can apply. If interested kindly share your profile to jayalakshmi.kp@idfcfirstbank.com

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.

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.

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.

Work From Office Location - Turbhe Shifts Timing: - Day Shift Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Ashwini : 9822643371

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.

Job Highlights: Hiring Alert Telesales at Conneqt Business Solutions! Location: Turbhe, Navi Mumbai (Near Juinagar Station) Client: Leading Bank Role: Telesales – Opening Savings Accounts Shift: Rotational Requirements: Min. 1 year sales experience Graduate Good Communication (Versant Level 4) CTC: Up to 25.5K (V4 Level) Interested can reach out on HR Dhanashri : 7796426785

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Pleasing and positive attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Share me resume on - charvi.a@ipsgroup.co.in.

Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Sayali : 9158043197

Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification : Postgraduate/ Graduate in any discipline

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Position: Channel Manager / BDM- Partner Alliances Location: Kolkata, Mumbai, Delhi, Hyderabad and Bangalore Experience : Minimum 1-5 years in a similar role Job Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners. The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets. Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the distributors. Help distributors on joint calls. Key Skills & Requirements: Minimum 2 years in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to engage, and support partners effectively. Willingness to continuously update knowledge on capital markets and investment trends. Goal-driven, with a passion for achieving and exceeding sales targets. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

Walk-In Drive Alert! mastertrust is hosting a walk-in recruitment drive and inviting talented individuals like you to join us for opportunities in sales profile. Website-https://www.mastertrust.co.in/ Walk-in Interview Date: 5th July,2025-Saturday Venue for CP-Delhi - : Master Capital Services Ltd- 1101 11th floor, 19 Arunachal building, Near barakhamba metro station exit gate no 4, New Delhi- 110001 Position : Relationship Manager -Broking Products(B2C)/ Wealth Manager-Third Party Products (B2C)/Equity Advisor/Equity Dealer (NISM 8 Mandatory) For Delhi- Contact Person- Ms. Pratima Suyal- 9870557180 Venue for Hyderabad - : Master Capital Services Ltd- 6-3-1192/1/1 Office No. 119, White House, Block III, Kundan Bagh, Begumpet, Hyderabad 500016. Position : Relationship Manager -Broking Products(B2C)/ Wealth Manager-Third Party Products (B2C)/Equity Advisor/Equity Dealer (NISM 8 Mandatory) For Hyderabad- Contact Person- Mr. V Srinivas 9315400969 Venue for Kolkata - : Master Capital Services Ltd- -307 & 308 C, 3rd Floor, Oswal Chamber, Premises No:2, Church lane Hare Street , Kolkata-700001 Position : Manager- MT Premier/Deputy Manager/Sr. Manager- MT Premier/AVP- MT Premier Experience required for MT Premier -Relevant experience in Wealth products, particularly in managing high-net worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). For Kolkata- Contact Person- Mr. Sarit Dutta- 9315401089 Time for all location: 11:00 AM 3:00 PM Why Join Us? Competitive Salary Career Growth Opportunities Dynamic Work Environment Bring your updated resume If you feel that it's time to bring your career up a notch, then here's your chance..

Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management General Counsel Shared Services: The General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It will provide operational support and services to the General Counsel function. Three key verticals of GC shared services are:- Reporting and Systems - Central hub in GC for all reporting and systems related activities. Operations - This is bouquet of various service offering for GC like Training Admin, support in Europe compliance, information barriers, legal and co sec ops. Investment Compliance - Compliance team in India provides effective monitoring of FILs funds to ensure compliance with funds mandates and regulatory rules in verticals like Portfolio compliance Monitoring, Investment Management Compliance Advisory and Investment Management Compliance Monitoring. Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FILs Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon. The team is primarily responsible for performing End of Day (EOD) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system. The Portfolio Monitoring team also provides compliance guidance and support to FILs investment professionals, including Portfolio Managers across all asset classes, Portfolio Support Groups, Investment Risk and Portfolio Analytics teams. In relation to its portfolio compliance monitoring responsibilities, the team also engages with FILs institutional services and product management teams and other support functions, including local compliance officers, legal and investment services globally. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelitys Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About your role You will be playing a key role within the team with respect to the launch of new investment products, take-on process for new mandates and amendments of existing investment guidelines by communicating with various colleagues within investment compliance as well as externally, on the suitability of the investment restrictions and ensuring that investment restrictions are accurately coded in the Charles River compliance system. Key Responsibilities To support the Global Investment Compliance Team in review, analyse and advise on investment guidelines for FILs institutional and retail products To support the Global Investment Compliance Team in review, analyse and advise on investment guidelines for FILs institutional and retail products Investigate the cause of daily alerts/warnings and report compliance breaches across various stakeholders Identify, report and follow up on resolution for compliance breaches in-line with internal policy and regulatory requirements Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into CRD Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded Conduct Account Mapping Review viz a viz applicable rule Continuously improve compliance monitoring of guidelines and regulatory rules by assisting with compliance rule testing, new rule development, improving the automated monitoring of rule and ensuring rules are working as intended Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls in coding rules and alert monitoring Research ad-hoc queries from compliance reporting team to determine if client portfolio is in line with the investment guidelines Assist in resolving queries with regional compliance teams Perform manual activities which cannot be monitored into Compliance system i.e. CRD Assist with ongoing review of relevant processes and procedures to ensure best practice Assist in a range of FIL-wide projects or tasks Assist with ad-hoc compliance monitoring tasks, as required Experience and Qualifications Required Experience in Investment compliance guideline rule coding in Charles River is a must; Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; Technology Savvy with experience in writing high quality, readable, reusable, testable code; Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; Good instrument knowledge of equities, fixed income and derivatives; Must have understanding of ESG guidelines and frameworks; Be a strategic thinker, possess strong facilitation and data gathering skills; Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; CFA or Bachelor of Business or Commerce preferred; Business-level verbal and written English communication presentation skills; Positive team player as well as the ability to work on their own initiative; Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes.

Job description: Achieving the business targets assigned in terms of up selling 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

This role is to acquire B2C or B2B clientele & build a portfolio. Client Acquisition Relationship ManagementMarketing Business Development:Financial Product Expertise Financial& Product Expertiseunderstanding of financial markets,investment products Required Candidate profile The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and analyze annual reports for enhanced client engagement. • Support new client acquisition efforts and build long-term, high-value relationships. • Stay updated with market news, financial trends, and regulatory developments. • Attend post-result conference calls, analyst meets, and other knowledge-enhancing events to improve service delivery. • Leverage personal and professional networks to open quality accounts.

Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc

Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Hiring: Relationship Manager Use company-provided leads (40-60%) & generate additional leads through referrals Explain policy benefits over the phone and convince customers to buy Follow up with potential customers, handle objections, and close sales Industry: BFSI Job Role: Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Suggest suitable investment products Meet sales targets and give good customer service Requirements: Graduate in Any stream Age criteria ( 24 to 38 ) 2+ years of sales experience in BFSI Good communication and people skills Basic knowledge of financial products For more information! Call: +91 9723104999 Send Resume: Palak.r@tekpillar.com

Preferably IMMEDIATE JOINERS Job Description Designation - Relationship Manager (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 2 LPA - 7 LPA Other Perks : Attractive Incentives + Contest Rewards + Foreign Trips Location - Coimbatore, Madurai and other locations across Tamil Nadu Please share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

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.

Job Description: The Group: Morningstars Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor. The Role: Morningstar's Business Development Team seeks a highly motivated Direct Sales Specialist (DSS) focused on growing revenue and building relationships within our accounts. Aligned with the Business Development representatives for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India and will be based in our Mumbai office. You will align closely with the India Sales team to leverage existing relationships and identify new buying centers across global institutions operating in India, along with a few select, high-potential local institutions that align strategically with our Direct growth priorities. The position will focus on both new business acquisition and growing the existing Direct footprint within assigned accounts. A strong understanding of Indias asset management, wealth, and advisory landscape will be critical. Additionally, collaboration with local client success, product, research and marketing teams will be important to deliver results. Responsibilities: Exceed growth targets. Work with Business Development to bring Morningstar Direct opportunities from trial to close. Identify new business groups and opportunities within the accounts, and work to replicate success across the team. Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions. Master product demonstrations and knowledge of product capabilities and benefits. Develop growth plans for accounts and territory. Document daily activities in SFDC. Requirements : Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry. Proven track record of exceeding prior targets. Hands-on, organized individuals who can build long-term client relationships. Strong leadership, long-range planning, and time-management skills are essential. Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment requirements. A bachelor’s degree required; MBA or CFA a plus. English language speaker. Morningstar is an equal opportunity employer.