4795 Investment Products Jobs - Page 40

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, Brouchers), 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...

Responsibilities: * Achieve sales targets through effective communication and relationship building with clients. * Manage existing client base, identify new opportunities, and expand product offerings.

Title: Manager/Senior ManagerSales (Alternate Business Channel) Multiple Locations Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions fromAMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet forAMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain...

Company Description FundsIndia is one of India's largest investment and mutual fund platforms, managing nearly Rs. 10,000 crores for over 25 lakh loyal investors. Recognized as the fastest-growing platform, FundsIndia has received several awards. The company believes in providing everyone with access to India's financial system and sophisticated investment advice. FundsIndia is on a mission to inspire a new generation of investors and is focused on re-architecting the investment industry. Join us on this fantastic journey to revolutionize investment services. Role Description This is a full-time on-site role for a Wealth Acquisition Manager located in Chennai. The Wealth Acquisition Manager ...

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 an Investment Advisor at Rio Capital Investment Advisor, you will play a pivotal role within the dynamic team, driving sales and revenue growth in the investment and stock market sector. Your responsibilities will include engaging with potential clients, understanding their investment needs, and advocating for our services to establish enduring relationships. - Identify and prospect potential clients interested in investment and wealth management services. - Conduct presentations and product demonstrations to highlight the value proposition of Rio Capital's offerings. - Build strong relationships with clients by understanding their financial goals and investment preferences to provide per...

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...

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...

Job Description The main function of the role is: Account for the day-to-day management of a functional/oversight team(s) and manage daily service delivery and production activities performed by staff. Work in conjunction with individuals on the team as well as other Shared Service teams/COE's, outsource locations, Client Operations and other business units to ensure seamless processing according to the fund's policies, to ensure NAV/yield accuracy and that all SLAs are met. As well as, Work collaboratively with teams and management across the organization on various projects, oversight, committees, KPIs, etc. Role specifics:- Oversees the activities of staff by working closely with direct r...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

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 ficial 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) Officer Sales-1 : Graduate with ...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 12000+ Crs of their assets. Why are we bu...

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...