2937 Investment Products Jobs - Page 31

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 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 join...

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. 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) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients 6) Constant efforts on direct databases for activation reactivation retention of clients 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corpo...

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) 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...

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take st...

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Empl...

Role Summary We are seeking a proactive and goal-oriented Unit Manager Insurance to expand and strengthen our insurance business by enrolling and empowering existing organisation's Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing organisation's Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profile Wealth Management RM team Handling & Own all branch banking objective and overall branch supervision Ensure achievement of Target by generating business cross sale product knowledge based.

Soul Finspire LLP is a leading provider of comprehensive wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. We pride ourselves on delivering personalized, strategic financial advice through a client-focused approach. We are currently looking for a Sales/Business Development Associate - Insurance to join our team in Ahmedabad, Gujarat, India. As a dynamic and results-driven individual, you will be responsible for expanding our client base, developing strategic partnerships, and driving revenue growth. Your responsibilities will include identifying and acquiring new clients, providing expert advice on insurance products, assi...

We are looking for a motivated Sales Executive to join our team! Your main role will be to find new customers, maintain good relationships with existing ones, and help grow our business by selling financial products like Algo trading services, Mutual Funds, Insurance, and other investment solutions. Responsibilities: Identify and contact potential customers. Explain our financial products and close sales. Build and maintain strong relationships with clients. Meet sales targets and report progress. Stay updated on market trends and competitors. Requirements: Good communication and negotiation skills. Previous sales experience is a plus but not required. Self-motivated and goal-oriented. Basic...

Join a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence. Job Summary As a Proxy Voting Associate within the Proxy India Operations team, you will monitor meeting queues and manage account activities. You will collaborate with investment stewardship and portfolio managers to ensure accurate voting on upcoming meetings. Your role will also involve managing reporting requirements and assisting in audits. Job Responsibilities Monitor meeting queues via Vendor Portal for upcoming meetings. R...

Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the ...

Role & responsibilities 1. To up sell ICICI Prudential MF products to Retail/HNI Clients of IPru, as per the assigned database, 2 . generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness b...

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

Roles and Responsibilities Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles 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. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secon...

Primary role MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION. COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING. ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING. Secondary role MAINTAINING NON FINANCIAL TRANSACTION. OFFICE ADMINISTRATION, ASSISTING PARTNERS, SALES SUPPORT. Role & responsibilities P...

About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with ...

. 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) Off...

. 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) Off...

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 handl...

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 handl...

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 handl...

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 handl...