6118 Investment Products Jobs - Page 48

Job Description The Sky Phygital Relationship Manager will be responsible for managing and enhancing customer relationships within the assigned Pincode book along with Pincode Meeting assigned by SKY RM(Virtual RM) . This role involves a comprehensive approach to customer engagement, including meeting, video calling, and telecalling customers. The primary objective is to cross-sell a range of asset and liability products, as well as third-party investment offerings, to deepen existing relationships and acquire new customers with value based relationshi As a Relationship Officer - Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within ...

Job Description The Sky Phygital Relationship Manager will be responsible for managing and enhancing customer relationships within the assigned Pincode book along with Pincode Meeting assigned by SKY RM(Virtual RM) . This role involves a comprehensive approach to customer engagement, including meeting, video calling, and telecalling customers. The primary objective is to cross-sell a range of asset and liability products, as well as third-party investment offerings, to deepen existing relationships and acquire new customers with value based relationship. Qualifications Bachelors or Masters degree in any field with a minimum of 1 year of experience in banking or finance. Strong communication ...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management resp...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management resp...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management resp...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

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...

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...

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...

Job Description Customer Engagement Channel Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for th...

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS), IRDA Info.aspiringmantra@gmail.com Call 9318431991

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 Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

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 Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

work: Oversee loan operations from origination to repayment Manage investment portfolios with compliance and accounting standards Collaborate on loan syndications and servicing for asset loans Developing clients for ASSET FINANCE & NPA companies Annual bonus Health insurance

Maintain product knowledge (MF, Equity, NPS, etc.), build client relationships, identify needs, offer solutions, upsell/cross-sell, resolve issues, meet sales targets, organize marketing events, and perform field work to drive engagement.

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients por...

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients por...

The role involves drive sales and achieve of MF targets. Business development and acquisition of new clients for PMS/SIF/AIF. Engagement with existing clients, financial advisory & portfolio review to ensure long-term customer retention and growth. Required Candidate profile Graduate / PG in Finance, Commerce or related field • NISM/AMFI Certified (mandatory) • 2-4 years’ exp. in MF sales / wealth mgt. • Prior experience in PMS / SIF / AIF sales will be an added advantage

Job Title: Private Bank, SA - AVP Location: Mumbai, India 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 - Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to t...

Job Title: DPM Portfolio Manager Corporate Title: Vice President Location: Mumbai, India Role Description The Client-Facing Product & Solutions Specialist will be an integral part of the discretionary portfolio management (DPM) team. They assist the Sales, Structuring and Product Management teams, as relevant, in the delivery of financial products and services, as well as financing solutions to clients, where applicable. The Client-Facing Product & Solutions Specialist will also conduct product selection, specifically selecting investment opportunities aligned with market events and customer trends. They are responsible for promoting and explaining the characteristics of their products to Sa...

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM.

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com