Responsibilities: * To acquire client for Demat accounts & Mutual Funds & Portfolio * To activate the relationship by bringing in the value in the accounts * Collaborate with sales team on mutual funds & insurance products Health insurance
Responsibilities: * Manage client relationships through exceptional service & marketing strategies * Handle guest requests with professionalism & efficiency * Close real estate deals with expertise & enthusiasm Annual bonus Health insurance
Responsibilities: * Greet guests & manage front desk operations * Maintain office supplies inventory * Schedule appointments & meetings * Manage phone calls & correspondence * Coordinate deliveries & mail distribution Office cab/shuttle Food allowance Annual bonus
Role & responsibilities: Candidate to acquire Ultra HNI portfolio of client . Responsible for onboarding of clients and relationship Management. Candidate to keep MIS and tracking of all asset investment of Client. Excellent client communication and relationship building is the key responsibility. Business Development: Identifying and pursuing opportunities to expand the client base and increase revenue through the sale of banking products (liabilities, assets, and fee-based products). Portfolio Management: Conducting client portfolio reviews, recommending suitable investment options, and ensuring client satisfaction. Client Servicing: Addressing client queries, resolving issues, and ensuring a high level of customer service. Sales Initiatives: Planning and executing sales initiatives and events to acquire new clients and engage existing ones. Preferred candidate profile : Experience: Typically requires 3-8 years of experience in relationship management, particularly with HNI clients. Knowledge: Strong understanding of banking products, wealth management, and investment solutions. Skills: Excellent communication, interpersonal, sales, and decision-making skills. Education: Generally requires a graduate or postgraduate degree, often with AMFI/IRDA certification.
Roles and Responsibilities Provide administrative support to the Managing Director, ensuring seamless day-to-day operations. Handle correspondence, emails, and phone calls on behalf of the MD, maintaining confidentiality and discretion. Plan meetings, appointments, and travel arrangements for the MD while managing schedules effectively. Prepare reports, presentations, and other documents as required by the MD with accuracy and efficiency. Coordinate with team members to ensure smooth execution of projects and tasks. Travel & building social circle is the part of Business Development Activity and candidate should be able to interact with clients. Ensure the smooth and swift onboarding of client through the process and compliance. Desired Candidate Profile: Candidate should have excellent communication skills and presentable enough to handle Affluent profile. Candidate should be engaging and should be able to get into direct conversation for key meetings and set up agenda. Candidate should be available for travel for work as and when required and must hold valid passport. Candidate should have experience of assisting higher profiles in the past.