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2.0 - 5.0 years
3 - 3 Lacs
mumbai, nagpur, nashik
Work from Office
Find new business opportunities in your area Build & maintain good relationship with local vendor/customers Track sales trend & performance area-wise Work closely with the sales & support teams Help grow the company’s presence & increase market share Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
dehradun, ahmedabad, rajkot
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
bhubaneswar, visakhapatnam, hyderabad
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
pune, mumbai (all areas)
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
kolkata, patna, rourkela
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
prayagraj, lucknow
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
ludhiana, chandigarh, ambala
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
1.0 - 5.0 years
4 - 7 Lacs
gwalior, meerut, delhi / ncr
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills
Posted 4 weeks ago
6.0 - 11.0 years
9 - 18 Lacs
mumbai
Work from Office
Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Manager...
Posted 4 weeks ago
2.0 - 5.0 years
3 - 6 Lacs
noida, delhi / ncr
Work from Office
Relationship-building skills to acquire new clients & expand (AUM) Conduct in-depth financial assessments for clients, including investment planning, Tax Identify opportunities to deepen client relationships, cross-sell services & generate referrals Required Candidate profile Graduate with 2-3 yrs experience in Financial Product Sales Good communication & interpersonal skills required. Analytical thinking and problem-solving abilities. info.aspiringmantra@gmail.com
Posted 4 weeks ago
5.0 - 10.0 years
6 - 16 Lacs
kolkata, hyderabad, pune
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 4 weeks ago
1.0 - 4.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 1 month ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) 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 sa...
Posted 1 month ago
1.0 - 4.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 1 month ago
1.0 - 4.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager Grade : M2 (Deputy Manager) JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 1 month ago
1.0 - 4.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 1 month ago
0.0 years
0 Lacs
gurgaon, haryana, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 satisfaction Job Require...
Posted 1 month ago
1.0 - 4.0 years
0 Lacs
rohtak, haryana, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 1 month ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) 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 sa...
Posted 1 month ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) 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 sa...
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
jalandhar, dehradun
Work from Office
JD for profile Role and Responsibilities Coordination with Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of MF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor ...
Posted 1 month ago
8.0 - 13.0 years
32 - 47 Lacs
kolkata, chandigarh, hyderabad
Work from Office
• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com
Posted 1 month ago
10.0 - 20.0 years
30 - 40 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Dear Candidate, Urgent opening with leading Broking Firm. Location : Bangalore and Hyderabad CTC : Upto 50 LPA Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973 Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location. This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences....
Posted 1 month ago
6.0 - 11.0 years
8 - 15 Lacs
new delhi, hyderabad, mumbai (all areas)
Work from Office
Min Exp: 4yrs into dealing of HNI Portfolio
Posted 1 month ago
8.0 - 13.0 years
8 - 14 Lacs
bhavnagar, ahmedabad
Work from Office
We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - E...
Posted 1 month ago
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