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3.0 - 5.0 years
5 - 10 Lacs
surat
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
karur, tiruchirapalli
Work from Office
Role & responsibilities Candidate are responsible to sell all kind of financial products like - Mutual Funds , Insurance (Life and health), PMS, AIF, Corporate FDs. Candidate is responsible to do New Client Acquisition and build the relationship to existing clients. Preferred candidate profile The candidate should have strong knowledge of either Life Insurance or Mutual Funds, with in-depth expertise in at least one of these products. The candidate should be good at client acquisition. Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Perks & Benefits Competitive salary with performance-based incentives ...
Posted 2 weeks ago
1.0 - 5.0 years
3 - 5 Lacs
jaipur
Work from Office
Job Profile: Manager- Third Party Products Location: Jaipur Number of openings: 2-3 Job Description: Own and hit/exceed annual mutual funds targets within assigned territory and accounts. Develop and execute strategic plan to achieve sales targets and expand our customer base. Build and maintain strong, long-lasting customer relationships. Effectively communicate the value proposition through proposals and presentations. Team Coordination Job Specification: 1.Must be a Graduate. 2.Knowledge of Third Party Products is must. 3.Experience: 0-5 Years 4. Good communication skills and outstanding convincing skills. Package: 3,00,000 to 6,00,000 p.a.
Posted 2 weeks ago
3.0 - 7.0 years
6 - 15 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday
Posted 2 weeks ago
4.0 - 6.0 years
0 Lacs
hyderabad, telangana, india
On-site
Platinum Relationship Manager - Branch Banking Department Branch Banking - Retail Liabilities Location Hyderabad Number of Positions 25 Reporting Relationship Branch Manager Position Grade Manager/Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to ot...
Posted 2 weeks ago
10.0 - 15.0 years
20 - 25 Lacs
chandigarh
Work from Office
About Angel One: Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarchy...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 4 Lacs
panvel, navi mumbai, mumbai (all areas)
Work from Office
Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP' Call 9137797705 Hrutika
Posted 2 weeks ago
3.0 - 5.0 years
5 - 7 Lacs
ahmedabad, gujarat, india
On-site
Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portf...
Posted 2 weeks ago
5.0 - 10.0 years
3 - 6 Lacs
delhi, india
On-site
Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. Recruit potential new Franchisees and IFAs. Manage, recr...
Posted 2 weeks ago
3.0 - 5.0 years
3 - 6 Lacs
surat, gujarat, india
On-site
Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portf...
Posted 2 weeks ago
3.0 - 5.0 years
6 - 10 Lacs
chennai
Work from Office
Role Description of Tools Engineer Do Deploy the release of new technologies as well as design, install, configure, maintain and perform testing of PC/server operating systems, networks, and related utilities and hardware. Troubleshooting problems as reported by users, supporting Web access and electronic messaging services and maintaining a secure systems environment Provide infrastructure solutions based on application needs and anticipated growth, install new servers and maintain the infrastructure. Able to work collaboratively with clients and other technical colleagues. Individuals work across all functional areas. Able to diagnoses and resolves complex hardware, software and connectivi...
Posted 2 weeks ago
10.0 - 15.0 years
11 - 16 Lacs
bengaluru
Work from Office
About The Role About The Role At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change. We are: Strategy & Consulting Global Network at Accenture empowers our people to compete, win and grow. We develop everything they need to grow their client portfolios, optimize their deals and enable their sales talent, all driven by sales intelligence. Our Solution & Innovation (S&I) Advisory team is a specialty sales advisory service within the Strat...
Posted 2 weeks ago
1.0 - 6.0 years
4 - 9 Lacs
nagpur, pune, aurangabad
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM)/Wealth RM - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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. Technical & Behavioural ...
Posted 2 weeks ago
3.0 - 8.0 years
14 - 20 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
Role & responsibilities Manage and grow relationships with existing HNI and UHNI clients by providin Mutual Funds, PMS, AIFs, and alternate asset strategies . Acquire new clients through referrals, networking, and market engagement. Drive revenue growth by optimizing product mix and increasing client asset size. Preferred candidate profile A Graduate with minimum 3 years of experience in Corporate / business banking.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
pune, mumbai (all areas)
Work from Office
Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broucher), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in ...
Posted 2 weeks ago
2.0 - 7.0 years
3 - 7 Lacs
chennai, surat, bengaluru
Work from Office
Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...
Posted 2 weeks ago
4.0 - 6.0 years
0 Lacs
jalandhar, punjab, india
On-site
JOB ROLE : - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfac...
Posted 2 weeks ago
3.0 - 7.0 years
6 - 15 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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. Technical & Behavioural Competenci...
Posted 2 weeks ago
2.0 - 7.0 years
3 - 5 Lacs
madurai, salem, coimbatore
Work from Office
Recruit Distributers Distributers will make team of Advisors Generate business through the advisers by guiding and motivating distributors Lead the team of distributors Motivate them to achieve targets Provide training and guidance to them. Required Candidate profile Minimum 2 years of Sales/Marketing experience require (field work). Graduate candidate require. Salary: - Up to 5.50 + Incentives. Age: 24 to 48 Years. local candidate prefer. Fresher can't apply. Perks and benefits Fixed salary + Incentives Training & full support
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
hyderabad, chennai, bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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. Technical & Behavioural Competenci...
Posted 3 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
gurugram
Work from Office
****Candidates who can join immediately or within 30 days are only requested to apply**** Job Title: Trade Operations Analyst Location: Gurgaon(5 days WFO) Work Timing: 1PM- 10 PM or 2PM - 11PM(UK shift) Notice Period: Immediate or 30 days only About the Role: The Trade Operations Analyst will work closely with senior members of the Portfolio Operations and Client Service teams to support the firms clients through seamless investment execution. This role involves handling multi-asset class transactions, including cash management, mutual funds, hedge funds, and private equity funds. As a key stakeholder in investment execution, the analyst must demonstrate strong attention to detail, adherenc...
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Job Description: You will be responsible for leading a team and driving sales activities in the Mutual Fund sector. Your primary focus will be on achieving sales targets, managing a team effectively, and ensuring customer satisfaction. Key Responsibilities: - Lead and mentor a team of sales professionals to achieve sales targets - Develop sales strategies and plans to drive business growth in the Mutual Fund sector - Build and maintain relationships with clients to promote Mutual Fund products - Monitor market trends and competitor activities to identify new business opportunities - Ensure compliance with regulations and company policies in all sales activities Qualifications Required: - Bac...
Posted 3 weeks ago
4.0 - 9.0 years
9 - 10 Lacs
south goa, bhavnagar, bhuj
Work from Office
Leading AMC (Asset Managent Company) is looking for Branch Manager at below locations Satara BhavNagar Bhuj/GandhiDham Madgaon Must: Age limit 34 only from AMC team handling No: -unemployed -switch job in last 12months rajan@wayprogress.com
Posted 3 weeks ago
5.0 - 10.0 years
7 - 17 Lacs
kolkata, bengaluru, mumbai (all areas)
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
Posted 3 weeks ago
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