4795 Investment Products Jobs - Page 29

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. ...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) 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) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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...

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 to...

About Affluent Business-Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities Provide wealth management advisory and solutions based on clients needs and risk profile The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually manage UHNI client rel...

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...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

Role & responsibilities Candidate are responsible to sell all kind of financial products like - Mutual Funds , Insurance (Life and health), PMS, AIF, Corporate FDs. Candidate is responsible to do New Client Acquisition and build the relationship to existing clients. Preferred candidate profile The candidate should have strong knowledge of either Life Insurance or Mutual Funds, with in-depth expertise in at least one of these products. The candidate should be good at client acquisition. Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Perks & Benefits Competitive salary with performance-based incentives ...