4795 Investment Products Jobs - Page 36

As a Service Relationship Manager in Wealth Management, you will act as a key client service liaison to ensure seamless transaction processing, effective query resolution, and superior client engagement. Your role will involve collaborating with documentation teams, clients, and Relationship Managers to facilitate smooth transaction processing and resolution of client queries within defined turnaround times. You will also coordinate personalized client engagements and deliver client reports and portfolio statements as requested. Your key responsibilities will include: - Executing error-free transactions including Mutual Funds, Equity Trades, Bonds, and other wealth management products. - Coo...

As a Senior Associate at State Street, you will be responsible for various Fund Administration tasks related to Treasury Services, including Expense Administration, Budgets, Invoice Preparation, Expense Analysis, New Fund/Client Onboarding, Distributions, Performance, and Regulatory/Board Reporting. Your key responsibilities will include: - Preparing and reviewing staff level work with technical expertise, ensuring accuracy and timely completion of deliverables - Conducting research and resolving operational issues, responding to client inquiries promptly - Complying with internal, client-specific, and Standard Operating Procedures - Ensuring timely completion of deliverables as a Reviewer, ...

As an Emerging Corp Relationship Manager at Citi, your role involves being a strategic professional who contributes to directional strategy by staying abreast of developments in your field. You will have a significant impact on the area through complex deliverables and advising on technology or operations. Your work will impact an entire area, affecting the overall performance and effectiveness. **Key Responsibilities:** - Calls on clients to deepen relationships and anticipate future needs - Introduces solutions to clients to build an effective portfolio - Collaborates with product specialists to structure customized solutions - Works with Case Manager on client onboarding and retention - I...

As a Relationship Manager at our company, your role will involve managing customer relationships, generating new business, and providing excellent banking services. You will be responsible for sourcing new clients, handling loan and investment products, and maintaining strong client relations. Key Responsibilities: - Build and maintain strong relationships with customers. - Source new clients for Home Loan, LAP, and other banking products. - Understand customer needs and offer suitable financial solutions. - Coordinate with operations and credit teams for smooth processing. - Achieve monthly business targets and ensure customer satisfaction. Qualifications Required: - Graduate in any stream ...

**Role Overview:** As a Private Bank, SA - AVP at Deutsche Bank in New Delhi, India, you will be responsible for catering to HNI and UHNI clients, offering a wide range of banking services, investment products, and lending solutions. Your role will involve working closely with Relationship Managers (RMs) to manage and grow existing relationships by understanding client requirements, managing day-to-day client needs, and providing support for new client acquisition. Additionally, you will oversee the Service Assistant desk, resolve client queries, and engage with various stakeholders to effectively manage relationships. **Key Responsibilities:** - Work closely with RMs to manage and grow exis...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

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 ...

Role Overview We are seeking a Head of Content & Social Media to define, execute, and scale our content and social media presence. This is a leadership role that combines hands-on strategy with team-building. You will manage our writers, designers and editors while hiring and mentoring new talent, including social media and content. The ideal candidate has deep knowledge of financial investment products, enthusiastic about personal finance, experience in the wealth management/fintech space, and a proven record of building high-performing content teams from the ground up. Key Responsibilities Content & Social Strategy: Develop and implement an integrated content and social media plan aligned ...

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 and Chennai Week off - Sunday

Dear Candidate, Greeting from YES BANK!! Kindly acknowledge the mail with your updated resume, interested to apply for the opportunity. Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK: Job Description: Job Responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger s...

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 networkingExplain product features, eligibility criteria, and documentation requirements to customersEnsure timely processing and disbursement of gold loans Maintain high levels of cust...

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 cu...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals The ideal candidate should have experience in ficial services or banking, with a strong focus on customer engagement and sales performance Handle customer service tasks such as account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and inves...

We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals The ideal candidate should have experience in ficial services or banking, with a strong focus on customer engagement and sales performance Handle customer service tasks such as account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and inves...

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 cu...

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...

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...

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals The ideal candidate should have a blend of service and sales orientation with experience in ficial services or banking Handle customer service tasks including account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and investment produ...

We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals The ideal candidate should have experience in ficial services or banking, with a strong focus on customer engagement and sales performance Handle customer service tasks such as account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and inves...