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5.0 - 9.0 years
0 Lacs
haryana
On-site
You will be responsible for leading and streamlining mutual fund operations for NRI clients as an Operations Manager specializing in Mutual Funds. Your primary focus will be ensuring smooth transaction processing, compliance, and enhancing customer experience by collaborating closely with product, compliance, and partner AMCs. Your key responsibilities will include overseeing end-to-end mutual fund operations for NRI customers, which involves account opening, purchase, redemption, and SIP processing. You will need to maintain strong relationships with AMCs, RTAs, banks, and custodians to ensure timely settlement and resolution of any issues. Compliance with SEBI, FEMA, and AMFI regulations w...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
As a Sales Executive at Square Yards in Qatar and Bahrain, you will play a key role in contributing to our ambitious growth targets by generating leads, building client relationships, and closing sales. Your responsibilities will include acquiring and developing client relationships through various sales efforts, offering tailored property solutions, utilizing marketing campaigns to maximize revenue, independently identifying potential customers, managing transactions from sourcing to return on investment generation, maintaining service standards to enhance Square Yards brand, exploring new business opportunities, engaging with Non-Resident Indian (NRI) clients, and providing pre- and post-s...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
noida, uttar pradesh
On-site
As a Sales Executive at Square Yards in Qatar and Bahrain, you will play a crucial role in generating leads, building client relationships, and closing sales to contribute to the company's ambitious growth targets. Your responsibilities will include acquiring and nurturing client relationships through various sales efforts, providing tailored property solutions, utilizing marketing campaigns for revenue maximization, independently identifying potential customers, delivering presentations, finalizing deals, and managing transactions from sourcing to return on investment generation. You will be expected to enhance Square Yards" brand by upholding service standards, exploring new business oppor...
Posted 2 months ago
3.0 - 8.0 years
6 - 15 Lacs
Kolkata
Work from Office
Role & responsibilities : Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets. Key Deliverables: 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP. 5. Daily meetings to be done with existing clients and new prospects for business. Preferre...
Posted 3 months ago
2.0 - 7.0 years
4 - 5 Lacs
Pune, Mumbai (All Areas)
Work from Office
Role & responsibilities Job Profile : Relationship Officer - NRI - Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India - Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings - Generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc. - Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Fo...
Posted 3 months ago
2 - 6 years
3 - 4 Lacs
Chennai
Work from Office
Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure time...
Posted 5 months ago
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