6112 Investment Products Jobs - Page 31

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-4 years of experience in sales or business development, with a strong focus on liability sales < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Build and maintain relationships with existing customers to enhance their value < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Manage customer queries and provide excellent customer service < /LI> Record and track all engagement activities through the CRM system < /LI> Comply with KYC /SEBI r...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-4 years of experience in sales, marketing, or business development < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's customer base < /LI> Build and maintain strong relationships with existing customers to enhance their loyalty < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Manage and track all engagement activities through the CRM system < /LI> Ensure compliance with KYC /SEBI rules, regulations, and legislation governing the ficial services industry < ...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-5 years of experience in sales, marketing, or business development < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Build and maintain strong relationships with existing customers to enhance the depth of those relationships < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Manage customer queries and provide excellent customer service < /LI> Record and track all engagement activities through the CRM system < /LI> Comply with KYC /SEBI r...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-5 years of experience in sales, marketing, or business development < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Build and maintain strong relationships with existing customers to enhance the depth of those relationships < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Manage customer queries and provide excellent customer service < /LI> Record and track all engagement activities through the CRM system < /LI> Comply with KYC /SEBI r...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-4 years of experience in sales, marketing, or business development Roles and Responsibility Identify and acquire new customers to increase the bank's retail book Manage existing customer relationships to enhance their depth and value Achieve monthly sales targets as assigned by the organization Build and maintain strong client relationships through regular communication and follow-ups Record and track all engagement activities using CRM software Comply with KYC/SEBI rules, regulations, and industry legislation Job Requirements Good verb...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-4 years of experience in sales and business development, with a strong focus on liability sales < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Manage existing customer relationships to enhance their depth and value < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Record and track all engagement activities through the CRM system < /LI> Comply with KYC /SEBI rules, regulations, and legislation governing the ficial services industry < /...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-5 years of experience in sales, marketing, or business development < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Manage existing customer relationships to enhance their depth and value < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Build and maintain strong client relationships through effective communication and engagement < /LI> Record and track all interactions with customers using CRM software < /LI> Comply with KYC /SEBI rule...

We are looking for a highly motivated and results-driven Business Development Associate to join our team in Axis Bank Limited The ideal candidate will have 1-5 years of experience in sales, marketing, or business development < /P> Roles and Responsibility < /SPAN> < /DIV> Identify and acquire new customers to increase the bank's retail book < /LI> Build and maintain strong relationships with existing customers to enhance the depth of those relationships < /LI> Achieve monthly sales targets as assigned by the organization < /LI> Manage daily customer interactions and travel to meet sales goals < /LI> Record and track all engagement activities through the CRM system < /LI> Comply with KYC /SEB...

We are looking for a highly motivated and results-driven Officer Sales to join our team in Axis Bank Limited The ideal candidate will have 1-5 years of experience in sales, preferably in the banking or ficial services industry Roles and Responsibility Identify and acquire new customers to increase business growth Manage existing customer relationships to enhance their value Achieve assigned monthly sales targets as per the Grade Matrix Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the ficial services industry Develop and maintain strong client relationships to drive business expansion Job Requirements Good...

We are looking for a highly skilled and experienced Business Analyst to join our team in Mumbai/Bangalore The ideal candidate will have 2-5 years of experience in banking analytics, preferably with experience in Retail Liabilities, Insurance, and Investment Products & services Roles and Responsibility Develop product strategy and conduct portfolio analysis for Retail Liabilities, Insurance, and Investment Products Create business insights through root cause analysis using quantitative/statistical tools and techniques Generate actionable strategies from various business initiatives and collaborate with Senior Leaders, technology, strategy, and project management teams to identify growth oppor...

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 varadarajan.dittakavi@bajajcapital.com

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 varadarajan.dittakavi@bajajcapital.com

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications. The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations. Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications. The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations. Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of...

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. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

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 investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

1) Manage ,Monitor, Motivate and lead the team. 2) Ensure Business & Regulatory policy adherence by the team self. 3) Assist the recruitment deficit of the team to complete it within required timeline. 4) Maintain business data and present to the Management in a timely manner. 5) Review all business teams regularly. 6) Ensure adherence to Compliance & Human Resources policy by the team self. Candidate Profile : a) Strong Relationship Management skills. b) Excellent understanding of Indian Market and trading strategies. c) Ability to build and lead large teams with demonstrated track record of leadership skills. d) Digital mind-set to lead & motivate the team in-order to achieve higher market...

Job Description 1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales repre...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 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. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...

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. Experience : 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. ...

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. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...