3252 Mf Jobs - Page 6

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Positions General Duties and Tasks: Process Insurance Claims timely and qualitatively Meet & Exceed Production, Productivity and Quality goals Review medical documents, policy documents, policy history, Claims history, system notes and apply the trained client level business rules to make appropriate Claims decisions, call out claims trends and flag fraud activities Stay up to date on new policies, processes, and procedures impacting the outcome of Claims processing Be a team player and work seamlessly with other team members on meeting customer goals Requirements for this role include: Both Under Graduates and Post Graduates can apply. Excellent communication (verbal and written) and custom...

Post : Home Loan Executive Handle end-to-end Home Loan business for the branch Lead, guide & motivate the branch sales team Achieve monthly & yearly sales targets Oversee loan applications, documentation & quick disbursements Required Candidate profile Graduate (Bachelor’s) – Mandatory 4–5 years experience in Home Loan / LAP sales only Minimum 3–5 years as Branch Manager Strong local market knowledge preferred Good Communication skills Perks and benefits Incentive + PF + Mobile with Several

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

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 Requirements Develo...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Hiring For Sales Executive Identify potential customers and generate leads through field visits Build & maintain strong, long-lasting client relationships Achieve assigned sales targets Ensure timely reporting of sales performance to the manager Required Candidate profile Mini. 1 year of field sales experience Strong local network in Kerala Graduation Mandatory Good communication & negotiation skills Immediate joiners preferred Contact for more info.: +91 81601 74117

Role & Responsibilities: 1. Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA 2. Revenue product wise, segment wise and Branch level Profit 3. Resolve all back office issues and ensure smooth operations at the branch 4. Adhere to agreed SLA's for the branch 5. Monitor processes and suggest improvements based on contact with customers 6. Recruitment, training and retention of manpower as per approval How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Avdhut: 7796426971

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management. 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

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products 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

Approach potential customers Present products & negotiate deals Build & maintain strong customer relationships Achieve assigned sales targets Prepare sales reports & update CRM systems *Note:- Check CTC And Locations Before Applying* Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Lead, manage & motivate a team of sales executives Drive sales performance and ensure target achievement Develop and execute local sales strategies Monitor daily activities and provide guidance to the team Build & maintain strong client relationship 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

Lead and motivate the sales team Set and track sales goals Train and support team members Manage client relationships Analyze sales data Resolve customer issues Prepare reports and forecasts Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Lead and motivate the sales & marketing team Drive business growth through the team Onboarding team of DSAs & channel partners for new business Monitor sales performance & provide regular reports Maintain long-term relationships with key customers Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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

Lead and motivate the sales & marketing team Drive business growth through the team Onboarding team of DSAs & channel partners for new business Monitor sales performance & provide regular reports Maintain long-term relationships with key customers Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Post : Relationship Manager • Drive sales directly through company leads and walk-in customers • Manage the end-to-end sales process with a focus on customer experience • Achieve sales targets through proactive outreach and relationship building Required Candidate profile • Must be Graduate • Must have 1 YEARS of exp. in Banking / Finance / Insurance / Broking • Age Criteria:- 23 to 32 Years Contact : 93270 52837 HR Shivani Perks and benefits Incentives + Appraisal + PF + Promotions

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.

Job Description : Assistant Sales Manager Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile Required Candidate profile: • Education : Any Graduate With Good Communication • Experience : Must 2 Year of Any Sales / Banking / Finance / Insurance • Age : 23 to 39 YRS Perks and benefits Fixed salary + Incentives as per performance!

Hiring CRM Executive Stock Broking & Investments . NISM certification mandatory. 2 4 yrs exp in client servicing, Demat/trading accounts, SEBI compliance. Apply now for growth in capital markets. Annual bonus Leave encashment

Post : Relationship Manager • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Must be Graduate • Must have 1 YEARS of exp. in Sales / Banking / Finance / Insurance Sector • Age Criteria:- 21 to 35 Years Contact : 7600843061 HR Jayraj Perks and benefits Incentives + Appraisal + PF + Promotions

Post : Sales Executive To Manage the Banca sales through assigned Bank To Resolving customer queries To Close The leads Provided By the assigned Bank To Handle the walk-in customer To Do Cross Selling of the Products Required Candidate profile • Must have 1yr of experience in Sales / Banking / Finance / Insurance • Graduation is mandatory • Age : 21 to 35 YRS Call OR WhatsApp : 9265042790 HR Azad Perks and benefits Incentives, Performance Bonuses, Career Growth