1488 Investment Products Jobs - Page 9

Operations and IT Associate Operations | None About True Beacon True Beacon is a technology-driven investment firm specializing in Indian public markets. Since its inception, we have adopted a client-aligned approach to asset management, operating both domestic and offshore funds. Backed by the founders of Zerodha, our firm is built on data-driven decision-making, transparency, and trust. Headquartered in Bangalore, we continue to push the boundaries with novel investment products and solutions. Responsibilities Assisting in system setups, device configuration and basic server or network maintenance. Supporting cross-functional teams with technical fixes and ensuring smooth operations. Providing hands-on support for data-related tasks and systems depending on operational needs. Troubleshooting and resolving day-to-day IT and network issues. Overseeing day to day operational logistics, including workspace readiness and coordination of with external vendors. Monitoring and managing inventory levels across devices, supplies and infrastructure to ensure smooth workflows. Requirements Strong entrepreneurial mindset, with the ability to adapt, prioritize, and take ownership of tasks in a fast-paced environment. Excellent communication skills, both written and verbal, with the ability to collaborate effectively across teams and manage relationships with clients and vendors. Interest in finance and investing Ability to communicate effectively in a collaborative, complex, and highly technical team environment.

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Role Description : As a Principle Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Foster a collaborative and supportive work environment, promoting open communication and teamwork. Demonstrate strong leadership skills, with the ability to inspire and motivate team members to perform at their best. Technical Skills : Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Should be able to identify problems, generate effective solutions, and troubleshoot issues that may arise while working on complex projects. Must Display Adaptability to changing circumstances, new technology, and shifting priorities. Nice-to-have skills Qualifications 11-12 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle

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, securitieshouses etc)with sales orientation can be considered

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

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifications: Graduate / MBA / CA / CFA This is a great opportunity to be part of a fast-growing platform driven by research, integrity, and performance.

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Role & responsibilities Preferred candidate profile

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

Role: Area manager, IFA Franchise handling, acquisition of a new franchise Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit, and lead the sales team to meet efforts and performance targets. Required Candidate profile Qualifications: Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Can contact Ruhi @ 9113961458,

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations. Your key responsibilities will involve being the primary domain expert for wealth management, digital advisory, and investment journeys. This includes interpreting and validating business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth planning, and more. Additionally, you will need to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, and integration with vendors. Moreover, you will collaborate with testers to define test scenarios and acceptance criteria, focusing on areas such as real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also act as a bridge between business teams, technical teams, and external vendors, providing necessary training and documentation for internal teams. To excel in this role, you should have at least 8 years of experience in wealth management, private banking, or investment advisory. You must possess a robust understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks. Experience with Comarch or similar digital wealth platforms, familiarity with digital onboarding, robo-advisory flows, and API-based integrations is highly desirable. Furthermore, your expertise in Agile/Scrum delivery environments, ability to define and validate test cases, support testing phases, and ensure traceability will be crucial for success. Excellent communication, stakeholder management, problem-solving, and decision-making skills are essential soft skills needed for this role. If you meet the qualifications and are eager to be part of a dynamic team, please send your updated resume to tanvi.palwankar@qualitykiosk.com. We are looking forward to hearing from you and potentially having you join our team as soon as possible.,

As an Investment Portfolio Assistant, you will be responsible for assisting in the oversight and management of an investment portfolio. Your key duties will include conducting monthly performance checks of the portfolio, understanding and analyzing investment products such as Equities and Fixed Income, and studying new investment opportunities and avenues. Additionally, you will be required to liaise with external Wealth Managers and banks to facilitate trades and investments, as well as assist management with necessary paperwork and reporting of fund performance, ideas, and analysis. You will also be responsible for the management and updating of excel file formats. The preferred candidate for this role will possess a Bachelor's degree along with 2-3 years of relevant work experience. It is preferred that the candidate holds an NISM Series VA Certification and has knowledge of financial markets and investment products. Proficiency in the Microsoft Office suite (Word/Excel/PowerPoint), strong written and verbal communication skills, a positive attitude, and the ability to prepare and track spreadsheets are also required. Additionally, candidates with presentation skills, administrative writing and reporting skills, organizational skills, and team-working skills are preferred. This is a full-time, permanent position with benefits including health insurance and leave encashment. The work schedule is during day shifts and requires in-person presence at the designated work location.,

As a Telesales Specialist at Royal Monarch, you will play a crucial role in reaching out to potential clients and promoting our brokerage services and investment products. Your focus will be on customer acquisition for our Wealth Management services, particularly in opening demat and trading accounts. Responsibilities: - Engage with prospective clients through outbound calls to explain and sell the firm's brokerage services and investment products effectively. - Educate clients about various financial instruments such as equities, derivatives, and mutual funds. - Identify customer needs and provide tailored solutions to help them achieve their investment objectives. - Build strong relationships with potential clients, addressing their queries and concerns professionally. - Meet and exceed sales targets and key performance indicators. - Maintain detailed records of client interactions and sales activities in the CRM system. - Stay informed about market trends, financial news, and competitor activities to position our offerings effectively. - Collaborate with sales and marketing teams to optimize lead generation strategies. - Ensure compliance with regulatory standards and internal policies. - Guide new clients through the account opening and setup process, converting leads into actively trading clients. Qualifications: - Bachelor's degree in business, finance, marketing, or a related field. - Proven track record in telesales, preferably in the financial services or stock broking industry. - Basic understanding of stock market operations, investment products, and financial terminology. - Strong communication, persuasion, and negotiation skills. - Ability to work independently and as part of a team in a fast-paced environment. - Proficiency in CRM software and Microsoft Office Suite. - Customer service orientation and problem-solving abilities. - Experience handling objections and closing sales effectively. What We Offer: - Competitive salary with attractive incentives and bonuses. - Opportunity to work in a growth-oriented financial industry. - Comprehensive training and professional development programs. - Supportive team environment. - Career advancement opportunities. Salary Range: 20,000 - 25,000 per month Incentives: Attractive performance-based incentives Growth: We recognize and reward talent, and for the right candidate, salary is no bar. Royal Monarch is committed to promoting high performers with clear career growth opportunities.,

Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profile Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base , team members, good communication.

Position : Business Manager-Wealth Location : Ludhiana/ Chandigarh We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies. Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics. Financial Planning & Advisory: Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning. Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products. Sales & Revenue Generation: Meet and exceed sales targets through proactive client engagement and cross-selling. Generate leads via referrals, networking, and events. Track revenue, AUM (Assets Under Management), and other performance metrics. Compliance & Documentation: Ensure complete KYC and regulatory documentation for all client transactions. Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards. Must-Have Qualifications Ability to build trust and manage long-term client relationships. Goal-oriented with a proactive approach toward problem-solving. Strong in data management and into excel work. Basic Qualifications Bachelors or masters degree in Finance from an reputed institute or any equallent course certificate will preferred. Minimum 2-3 years into wealth, investment advisory, or financial planning. Exceptional interpersonal and communication skills (written and verbal ) Good-to-Have Qualifications Background in fintech. Open to adapt new tasks.

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: 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: 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: 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: 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.