4795 Investment Products Jobs - Page 31

Elite Relationship Manager-BRANCH BANKING-Branch Banking JOB DESCRIPTION We are seeking a high-performing and customer-focused 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, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service. RESPONSIBILITIES Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer ser...

Elite Relationship Manager-BRANCH BANKING-Branch Banking JOB DESCRIPTION We are seeking a high-performing and customer-focused 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, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service. RESPONSIBILITIES Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer ser...

Elite Relationship Manager-BRANCH BANKING-Branch Banking JOB DESCRIPTION We are seeking a high-performing and customer-focused 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, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service. RESPONSIBILITIES Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer ser...

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...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage o...

Key Responsibilities Proactively identify, approach and acquire prospective clients for mutual fund schemes and other investment products. Understand client financial goals, risk-profile and investment requirements; recommend appropriate mutual fund schemes. Cross-sell other financial products (e.g., equities, insurance, demat/trading accounts) in coordination with the overall distribution business. Achieve monthly/quarterly sales targets for mutual fund AUM and number of clients onboarded. Maintain and grow relationships with existing clients: follow up, periodic reviews, portfolio-updates and service enquiries. Leverage market research, product updates and competitor intelligence to brief ...

QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group . In this key role, you'll be responsible for achieving significant revenue targets, leading and mentoring a team, and driving growth across a comprehensive suite of broking and investment products for our NRI clients from Dubai and other offshore locations. Key Responsibilities Achieve Revenue Targets: Your primary responsibility will be to meet the set revenue targets for the NRI Team. This will be achieved through brokering Equity, Derivatives, Commodity & Currency , and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Inv...

Branch Manager, Broking QuickTurtle is looking for a dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products, sales, operations, and team leadership, with a strong focus on achieving business targets and fostering growth, we invite you to take charge of one of our key branches. Key Responsibilities Oversee all facets of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Inves...

Branch Manager, Broking QuickTurtle is looking for a dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products, sales, operations, and team leadership, with a strong focus on achieving business targets and fostering growth, we invite you to take charge of one of our key branches. Key Responsibilities Oversee all facets of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Inves...

Branch Manager, Broking QuickTurtle is looking for a dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products, sales, operations, and team leadership, with a strong focus on achieving business targets and fostering growth, we invite you to take charge of one of our key branches. Key Responsibilities Oversee all facets of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Inves...

Branch Manager, Broking QuickTurtle is looking for a dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products, sales, operations, and team leadership, with a strong focus on achieving business targets and fostering growth, we invite you to take charge of one of our key branches. Key Responsibilities Oversee all facets of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Inves...

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 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 Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferr...

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 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 Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferr...

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 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 Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferr...

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 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 Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferr...

Branch Manager, Equity Broking QuickTurtle is seeking a highly experienced and results-driven Branch Manager for our Equity Broking operations. If you possess extensive knowledge across distribution, operations, sales, and modern management techniques, with a strong focus on achieving business targets and fostering team growth, we invite you to lead one of our key branches. Key Responsibilities Oversee all aspects of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Equity Broking Products, Investment products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alter...

VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk . In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across a diverse range of investment products. Key Responsibilities Achieve the revenue targets set for the NRI Team. This involves broking across Equity, Derivatives, Commodity, and Currency, as well as actively cross-selling products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Lead the hiring an...

Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking QuickTurtle is looking for an accomplished Cluster Manager/Team Leader to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice. Key Responsibilities Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers . Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment ...

Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking QuickTurtle is looking for an accomplished Cluster Manager/Team Leader to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice. Key Responsibilities Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers . Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment ...

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...