1494 Investment Products Jobs - Page 42

Urgent Hiring Alert - Bajaj Allianz L2 Inside Sales | HNI Clients | Life Insurance Position: Sales Advisor ( CSR on paper ) Experience: Min 1 Year in BPO/Insurance Sales Qualification: Graduate Salary: 17,000 24,000 CTC Role Highlights: * Connect with HNI Clients for Life Insurance Sales * Inside Sales Role No Field Work! * Strong knowledge of Insurance / Stocks / Mutual Funds / Investments is a BIG plus! We need 3 candidates URGENTLY! Immediate Joining Preferred! Share relevant profiles ASAP! Let’s close this super opportunity together! How to Apply:- To schedule your interview kindly share your resume/ call at HR Neha :- 9168991284

Responsible for achieving sales targets, sales patterns in the market. Develop business with existing partners in the location and develop the markets by acquiring new partners. Developing business through consultative engagement with local IFA s & distributors and key market influencers. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Managing the territory with complete ownership of developing the location to substantial level.

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. - Familiarity with relevant regulations and compliance standards. - Exceptional attention to detail, organization, and time management skills. - Ability to adapt to changing market conditions and client needs

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Job Title: Sales Manager - Insurance Cross-Sell Location: Bangalore, Warangal, Vishakhapatnam, Hyderabad, Vijayawada and Chennai Reporting to: Regional head Role Overview: We are looking for a dynamic and result-oriented Sales Manager to drive the cross-selling of insurance products (life, health, general) to existing and new customers of our NBFC. The ideal candidate should have a strong understanding of financial products, customer engagement, and insurance sales strategies to achieve revenue targets and customer penetration goals. Key Responsibilities: Identify cross-sell opportunities for insurance among existing and new NBFC customers (loan, gold, consumer finance, etc.). Drive sales of insurance products through branch and field teams. Manage and train branch staff/relationship officers on insurance products and pitch strategies. Coordinate with insurance partners and internal stakeholders to ensure smooth product onboarding, approvals, and updates. Track and monitor insurance sales targets across branches and regions. Ensure compliance with IRDAI regulations and company policies for insurance distribution. Conduct regular customer interactions, field visits, and joint calls to drive conversions. Review and analyse customer portfolios to provide tailored insurance solutions. Prepare and share daily/weekly/monthly MIS and performance reports. Key Skills & Competencies: Strong knowledge of insurance products. Proven experience in cross-selling or bancassurance in an NBFC or bank. Excellent communication, negotiation, and relationship management skills. Data-driven approach with proficiency in sales tracking and reporting. Familiarity with compliance and regulatory frameworks (IRDAI, RBI). Ability to lead and motivate field teams across branches. Qualifications & Experience: Graduate in any discipline (MBA preferred). Minimum 47 years of experience in insurance sales, preferably through NBFCs or banks. IRDAI certification (Life/General) is an advantage. Join us in our mission to drive growth and prosperity through innovative financial solutions. Apply now to be a part of our dynamic team by mailing your updated resume to hr@arvog.com !

Role Description Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How well support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

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 Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Supporting supervision functions of client facing documents, communications, and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments. Key Responsibilities Provide support to Registered Principals and Supervision leaders in conducting supervision by providing 1st level analysis of documents and processes, data aggregation, reporting and similar activities. Responsible to complete the required tasks within the pre-defined SLAs, maintaining required quality parameters. Help identify efficiencies through innovation using Lean. Manage multiple and changing priorities, expectations and concerns while working closely with business partners in a focused and responsive manner. Maintain reporting and other process documentation for Business Continuity purposes. Required Qualifications Bachelor s degree or equivalent 1-3 years of relevant experience Preferred Qualifications Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Full-Time/Part-Time Timings India Business Unit AWMPO AWMP&S Presidents Office Job Family Group Business Support & Operations

Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. Your key responsibilities Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related -in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRDetc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material. Ensure timely completion of internal reporting Oversee Service Assistant desk the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules. Resolve client queries Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc. Your skills and experience The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (verbal and written) Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking.

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • 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 secondary market trends. • Update self-regarding all schemes, products and solutions by regularly attending trainings. • Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: • Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. • Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals • Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • Social/Interpersonal Skills: have excellent socializing and relation building skills. • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • Should be a confident individual and must conduct and present themselves well in front of client • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • Should always identify opportunities for greater profit

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, 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 with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

Role Description Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must.

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding information, research, and organizational materials. Candidate Qualifications: The ideal candidate for this role should possess the following qualifications: Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Experience in handling an Asset Under Management (AUM) of 20 crores and above. Excellent social and interpersonal skills. Comfortable with client acquisition in a Business-to-Consumer (B2C) setting. Expertise in equity, mutual fund, and real estate advisory, as well as the capital market. Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs. Required Skills: Networking and relationship-building Knowledge of investment products Client acquisition

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION 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 relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION 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 relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process