1494 Investment Products Jobs - Page 49

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities 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 financial 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 less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

Develop and maintain strong relationships with High Net Worth Individuals (HNI) and private clients. Understand and respond to the financial needs and goals of clients. Wealth Management Services Provide comprehensive wealth management solutions, including Financial Planning and Portfolio Management Services (PMS). Tailor investment strategies to meet clients' individual risk appetites and financial objectives. Financial Planning Conduct thorough financial assessments to create customized financial plans for clients.

Role & responsibilities Dealing with Clients HNI Clients ,Ultra HNI Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc 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. Preferred candidate profile : Immediate Joiner

YES SECURITIES is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the role : Client Relationship Management : Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations. Account Management : Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks. Financial Advisory Support : Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals. Cross-Selling and Upselling : Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives. Product Knowledge : It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

Generate leads through Direct sourcing for the Loan Against Property and Business Loans. Achieve assigned business targets and create relationships on ground to ensure steady inflow. Report to the Area Business Manager and manage all customer acquisition for the territory assigned. Responsible for completing application and supporting documentations of Assess local market and identify current and prospective opportunities. Adhering to highest ethical standards and comply with applicable regulations. Candidate Requirement MBA/Graduate with atleast 1 years experience in sales Experience in Direct Sourcing will be preferred. Result oriented with a passion for achieving stretch targets

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM

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 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 a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Responsibilities: Manage client relationships through regular communication. Collaborate with investment team on portfolio management. Generate business through relationship building and referrals Share your CV : ajay.singh@bajajcapital.com Life insurance Accidental insurance Sales incentives Annual bonus Performance bonus Maternity leaves Paternity leaves Job/soft skill training

This Opportunity is with a leading Stock Broking Company in Chennai location Role: Wealth Manager - HNI Experience: 2 -7 Years Job Description: Role & Responsibilities: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops, and other business development activities. To achieve budgeted targets in terms of amount of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: MBA in Finance / Marketing Experience: 2+ year experience in Financial Services Asset Management/ Broking Company sector. Required Key Skills: Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills. Interested Candidates can share their CV's at priyal@topgearconsultants.com