Investment Portfolio Advisor QuickTurtle

2.0 - 3.0 years

8 - 10 Lacs

bhavnagar, bengaluru, jayanagar

Work from Office

1) 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. 2) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 3) Create an incremental SIP Book 4) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 5) Ensure all clients are met on a regular basis. 6) Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are...

Posted 2 days ago

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Treasury Relationship Manager Live Connections.

10.0 - 20.0 years

0 - 0 Lacs

chennai, salem, tiruchirappalli

On-site

Job Role: Treasury Relationship Manager Experience - Min 10 years Compensation - Upto 24 LPA Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem Contact Person- Sridevi Mail- sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and invest...

Posted 1 week ago

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