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3 - 8 years
3 - 8 Lacs
Guwahati, Bhubaneswar, Bokaro
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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.
Posted 1 month ago
- 5 years
2 - 4 Lacs
Mumbai Suburban, Thane, Navi Mumbai
Work from Office
Des:Phone Banking Officer Salary:16k in hand for freshers 1 yrs + exp in BPO will get 29k in hand max Shift timings : 7 am to 3 pm, 10am to 7pm & 11pm to 7am(for males) Walk-in and telephonic interviews conducted call 8080126356 Trupti www.hyfly.in Required Candidate profile Attend calls of existing customers and resolve their complaints or queries Make sure 100% correct and complete information is shared In case they are looking for any financial services then do needful Perks and benefits Medical Allowance + Performance based Incentives
Posted 1 month ago
4 - 9 years
8 - 12 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA
Posted 1 month ago
- 5 years
3 - 3 Lacs
Gorakhpur, Lucknow, Agra
Work from Office
Greetings from NJ India Invest NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification: MBA & PGDM ( Finance & Marketing ), M.com Job location : U.P ( Lucknow, Gorakpur and Agra ) . Salary CTC up to Rs 3.50 LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Sunil Pawar Human Resource | North | NJ Group Cont - 9312874636 Email - sunil.pawar@njgroup.in www.njgroup.in
Posted 1 month ago
- 5 years
3 - 3 Lacs
Ambala, Amritsar
Work from Office
Greetings from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification: MBA & PGDM ( Finance & Marketing ), M.com Job location : Ambala . Salary CTC up to Rs 3.50 LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Sunil Pawar Human Resource | North | NJ Group Cont - 9312874636 Email - sunil.pawar@njgroup.in www.njgroup.in
Posted 1 month ago
1 - 3 years
4 - 6 Lacs
Bengaluru
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 1 month ago
1 - 3 years
4 - 6 Lacs
Chennai
Work from Office
Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction
Posted 1 month ago
1 - 6 years
4 - 8 Lacs
Madurai, Coimbatore, Thiruvananthapuram
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage. Interested Candidate can share their updated CV to 8220731236 or mail to r.sharumathi@bajajcapital.com
Posted 1 month ago
1 - 6 years
4 - 8 Lacs
Vijayawada
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com
Posted 1 month ago
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