6112 Investment Products Jobs - Page 29

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

About Us As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

Wealth Manager Key Responsibilities: Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. Maintain and grow your AUM base through consistent engagement, transparency, and trust. Stay ahead of market trends, global developments, and emerging opportunities...

Job Title: Sales Executive Finance & Investment Products (Mutual Funds, Insurance) Job Description: We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients. Key Responsibilities: Present and explain suitable financial products to clients. Build and maintain strong client relationships. Achieve assigned sales and revenue targets. Ensure proper documentation and compliance with company policies. Required Experience: Minimum 2 years of experience in the finance, banking, or insurance sector is mandatory. Proven ability to achieve sa...

Job Summary As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. Contribute toward achieving the team's overall target and delivering optimal portfolio return. Collaborate and bu...

Responsibilities: * Advice HNIs with Mutual funds investments * Manage HNI client portfolios * Provide financial planning * Execute wealth management strategies Location - Sector 3 Noida Employer contact - Jayant( 7982605331 ) Mobile bill reimbursements Retention bonus Sales incentives Performance bonus Health insurance Travel allowance Job/soft skill training

This is an individual contributor role. A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. Required Candidate profile NISM/IRDA/AMFI will be preferred. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. communication & quick grasping power.

Company Name: Motilal Oswal Financial Services (MOFSL) Profile: Relationship Manager Location: Ahmedabad, Vadodara, Surat Job Profile: New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories. Client Engagement: Conduct regular client meetings to understand financial needs, provide suitab...

Bajaj Capital is currently hiring Relationship Mangers for North Location . -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and .

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at Vishal.gupta @bajajcapital.com(9599238892) Ananya1@bajajcapital.com ( 9211964035 )

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

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

Job Description As the Regional Head of the Private Client Group at Anand Rathi Share and Stock Brokers Ltd. (ARSSBL), you will be responsible for leading and managing a team to drive business growth and develop client relationships. Your main focus will be on ensuring the delivery of tailored wealth management solutions. Your key responsibilities will include: - Overseeing client portfolio management - Achieving regional business targets - Collaborating with various internal teams - Ensuring compliance with regulatory frameworks - Identifying new business opportunities - Mentoring team members - Maintaining strong relationships with high-net-worth individuals (HNIs) and other key stakeholde...

Role Overview: As a Senior Relationship Manager in Wealth at Tata Capital Limited, your main purpose is to build and nurture strong, long-lasting relationships with high-net-worth clients. Your role involves providing expert financial advice and personalized wealth management solutions tailored to meet the short-term and long-term investment goals of clients. You will be expected to have a deep understanding of financial markets, investment products, and a dedication to delivering exceptional client service. Additionally, you will be responsible for business development, portfolio performance analysis, portfolio modeling, portfolio management, business analytics, financial analysis, and weal...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and compliance with bank policiesCross-sell a wide range of banking products to de...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and compliance with bank policiesCross-sell a wide range of banking products to de...