4795 Investment Products Jobs - Page 35

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

About Liability Sales 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 r...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No of Positions 1 Location Axis Bank Mumbai : CO No of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationsh...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Vadodara, Ahmedabad, Surat, Mumbai & Pune Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Year...

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...

Role & responsibilities Lead regional sales and business development for institutional clients to grow AUM and market share, aligned with corporate strategy. Key Responsibilities Minimum 10 years experience in institutional sales within a top15 asset management company (AMC). Expert in debt markets with strong clientservicing and relationship skills. Acquire new institutional clients and deepen existing relationships to drive growth. Collaborate with internal teams (funds, products, operations) to deliver valueadded services. Ensure channel partners meet sales targets across asset classes and increase share of wallet. Maintain compliance and operational integrity, and drive both team and per...

Responsibilities: * Provide expert guidance on Mutual Funds, SIPs, and financial investment planning. * Close sales with HNI individuals * Meet revenue targets through mutual fund sales Employer contact details - 7982605331 ( Jayant ) Retention bonus Performance bonus Sales incentives

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: Virtual Relationship Managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by ...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: Virtual Relationship Managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by ...

As a PBE Support at our company, you will play a crucial role in assisting Private Bankers in acquiring, servicing, and retaining clients. Your responsibilities will include supporting service managers in complying with internal processes, completing periodic reviews, generating statements, and coordinating with internal teams. You will be instrumental in delivering overall business objectives, meeting targets, and providing exceptional service to clients, both internal and external. Additionally, you will be the main point of contact for day-to-day operational matters and will lead all client-related administration tasks. Key Responsibilities: - Manage internal process requirements such as ...

JOB DESCRIPTION Assists in managing client relationships, performing financial analysis, and supporting the delivery of wealth management services to affluent customers of their designated territory. They collaborate with senior team members to develop skills and gain industry knowledge. Role and Responsibilities • Assist in catering to the investment needs of clients by providing research-based advice on equity, mutual funds (MF), insurance, portfolio management services (PMS), and structured products. • Support the portfolio management of affluent customers • Cater to ad-hoc service requests of clients under the guidance of senior managers. • Leverage the group's existing customer base e.g...

Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broucher), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in ...

Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investigor, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them...

Role Overview: You will work in conjunction with individuals on the team as well as other Shared Services/COEs, outsource partners, Client Operations, and other business units as needed. Your main responsibility will be to ensure seamless processing according to the funds policies, to ensure NAV/yield accuracy, and to meet all SLAs. As a Senior Associate, you will manage the day-to-day activities of a functional/oversight team, monitor, review, and validate all daily activity for accuracy and timeliness, and ensure adherence to controls. You will provide timely and accurate management reporting, research and resolve exceptions and issues, and escalate unresolved issues to management as requi...

Role Overview: As a Regional Head-Corporate Salary, your role involves monitoring, strategizing, and driving execution across the bank's corporate salary business at a regional level. Your responsibilities include enhancing corporate tie-ups, increasing employee salary account penetration, ensuring customer retention, and optimizing cross-sell opportunities. You will also be responsible for increasing customer engagement by cross-selling banking products and assisting branches with product and process queries. Key Responsibilities: - Develop and oversee the corporate salary account strategy at the region-level, ensuring branches meet acquisition and retention goals. - Own and manage the corp...