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5.0 - 10.0 years
5 - 13 Lacs
Kozhikode, Bengaluru, Thiruvananthapuram
Work from Office
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 PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
Kollam, Kozhikode, Thiruvananthapuram
Work from Office
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 PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 1 week ago
15.0 - 24.0 years
30 - 45 Lacs
Chennai, Delhi / NCR, Mumbai (All Areas)
Work from Office
About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products from preferred clients Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
Mangaluru, Mysuru, Bengaluru
Work from Office
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 PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 1 week ago
0.0 - 5.0 years
3 - 4 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR or call 9824555536 Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives
Posted 1 week ago
2.0 - 7.0 years
3 - 8 Lacs
Bhiwani
Work from Office
Job Name PA (Business Unit) : Relationship Manager Retail Agri Job Title : (Job Name) Relationship Manager Business Unit (PA) : Retail Agri Team : (Sub team in the PA) : Agri Sales Team Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 6 8 Areas Actionable (4-6) • Sourcing and Business Generation • Business scoping of geographical market for farming and rural community • Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. • Conducting marketing activities for generating new business • Work on productivity benchmarks • Market Update and Change in Product • To keep an update with respect to market / Processes requirement, competition and customer banking behavior. • To understand the changing dynamics in the market and propose amendments in various product offerings. • To keep abreast of changes in State Government laws and policies. • Relationship Building and Maintenance • To liaison with new and existing customers for relationships. • To be in touch with agro centers /rural mandis / Rural markets / Kisan clubs for maintaining and deepening existing relationships. • Addressing complaints received from customers within stipulated TAT. • Delinquency / Rotation & Recovery / Housekeeping • To work towards minimal delinquency in portfolio. • Follow-up with customers for recovery. To monitor rotation of accounts • To avoid dropping of limit in customers account, ensure submission of documents like LAD, CAM, etc. • To support legal and remedial team for legal actions • To work towards keeping Housekeeping parameters under control. • Farmer Education and Capacity • To conduct village level farmer meetings and Building educate farmers on various products offered by bank • To make farmers aware of various aspects of banking and keep them informed about tools and technology for improving farm production. • To educate farmers about debt waivers, crop insurance & government subsidies. • Increased penetration and cross sell • Cross sell of other assets and liability products • Promotion of digital platforms like NetBanking, Mobile Banking, PayZapp, Insta Alert, Smart Buy, Chillr, etc. • Training and Development of SO/HBL • To utilize the sales resources (HBL/SO) for optimal sales support. • To groom supporting staff and enhancing their skills by imparting regular trainings for better customer relationship dealing. • To monitor performance and counseling them for delivery • Relationship with Retail Branches and • Liaise with Credit to ensure timely decisioning of Other Stake holders proposals & closure of Housekeeping items. • To coordinate with Remedial team for NPA cases and work towards recovery of the same • To coordinate with the local Operations team for disbursement • Liaise with RBB team for activation of branches for KGC business & for providing best services to customers • To liaise with Business Correspondents (BCs) for new & existing customer relationships • Others Any other task assigned by seniors from time to time. Educational Qualifications Key Skills • Graduation (preferably Agri Business) • Post-Graduation MBA (preferably Agri Business) • Sales and Influencing Skills • Banking Product & Process Knowledge • Planning and Organizing Skills • Communication • Knowledge of Competition & Current trends in financial Industry . Experience Required • Minimum experience of 1-3 years in a similar role or Sales experience in Seed companies, Fertilizer companies, Agri Product companies, Banks, etc. • Preferred from Banking / Financial Services. Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) • Customers • Credit • Branch Banking • Operations • Farmers • Agro Centres/ Rural mandis / Rural Markets / Kisan Clubs • Business Correspondent • Senior Leaders from Product/Sales • Audit • HR
Posted 1 week ago
2.0 - 5.0 years
3 - 6 Lacs
Karnal
Work from Office
Job Name PA (Business Unit) : Relationship Manager Retail Agri Job Title :(Job Name) Relationship Manager Business Unit (PA) : Retail Agri Team : (Sub team in the PA) : Agri Sales Team Hiring Location- West Bengal - Contai, Berhampore, Kaliaganj, Howrah, Bagnan, Siliguri, Kandi, Bankura, Raniganj, Suri, PaschimMidnapor. Odisha - Bargarh, Baudhgarh, Gunupur, Parlakhemundi, Rajagangapur. Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 6 8 Areas Actionable (4-6) • Sourcing and Business Generation • Business scoping of geographical market for farming and rural community. • Sourcing proposals from individual farmers / Co-operative societies / Rural Mandis & Markets /Kissan Clubs / Farmer Producer Organizations etc. • Conducting marketing activities for generating new business. • Work on productivity benchmarks. • Market Update and Change in Product • To keep an update with respect to market/ Processes requirement, competition and customer banking behavior. • To understand the changing dynamics in the market and propose amendments in various product offerings. • To keep abreast of changes in State Government laws and policies. • Relationship Building and Maintenance • To liaison with new and existing customers for relationships. • To be in touch with agro centers /rural mandis / Rural markets / Kisan clubs for maintaining and deepening existing relationships. • Addressing complaints received from customers within stipulated TAT. • Delinquency / Rotation & Recovery /Housekeeping • To work towards minimal delinquency in portfolio. • Follow-up with customers for recovery. To monitor rotation of accounts • To avoid dropping of limit in customers account, ensure submission of documents like LAD, CAM, etc. • To support legal and remedial team for legal actions. • To work towards keeping Housekeeping parameters under control. • Farmer Education and Capacity • To conduct village level farmer meetings and Building educate farmers on various products offered by bank • To make farmers aware of various aspects of banking and keep them informed about tools and technology for improving farm production. • To educate farmers about debt waivers, crop insurance & government subsidies. • Increased penetration and cross sell • Cross sell of other assets and liability products • Promotion of digital platforms like NetBanking, Mobile Banking, PayZapp, Insta Alert, Smart Buy, Chillr, etc. • Training and Development of SO/HBL • To utilize the sales resources (HBL/SO) for optimal sales support. • To groom supporting staff and enhancing their skills by imparting regular trainings for better customer relationship dealing. • To monitor performance and counseling them for delivery • Relationship with Retail Branches and • Liaise with Credit to ensure timely decisioning of Other Stake holders proposals & closure of Housekeeping items. • To coordinate with Remedial team for NPA cases and work towards recovery of the same • To coordinate with the local Operations team for disbursement. • Liaise with RBB team for activation of branches for KGC business & for providing best services to customers • To liaise with Business Correspondents (BCs) for nnew & existing customer relationships • Others Any other task assigned by seniors from time to time.
Posted 1 week ago
1.0 - 5.0 years
1 - 4 Lacs
Madurai, Pollachi, Chennai
Work from Office
1.Drive life insurance sales through bank branches. 2.Build strong relationships with bank staff, generate leads, meet customers, explain products, and achieve targets. 3.Ensure smooth policy issuance and provide post-sales support. Perks and benefits Performance Based Incentives 4k Allowances PM
Posted 1 week ago
1.0 - 3.0 years
0 - 0 Lacs
nashik, amravati, aurangabad
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1 ) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 week ago
1.0 - 2.0 years
0 - 0 Lacs
bhavnagar, junagadh, vapi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 5) Graduation and nism 8(equity derivative) is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com i f you are interested in the mentioned Job Role, you can call also on 9005316681
Posted 1 week ago
1.0 - 2.0 years
0 - 0 Lacs
ahmedabad, vadodara, surat
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and NISM 8 is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com i f you are interested in the mentioned Job Role, you can call also on 9005316681
Posted 1 week ago
1.0 - 3.0 years
0 - 0 Lacs
hyderabad, pune, vadodara
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and grduation is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 week ago
1.0 - 4.0 years
0 - 0 Lacs
mumbai city, solapur, rajkot
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 week ago
2.0 - 7.0 years
4 - 8 Lacs
Dimapur, Mumbai (All Areas)
Work from Office
Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds
Posted 1 week ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad
Work from Office
Role: Relationship Manager(Sales Executive) About Company: RAAM Group is an auto retail organization based out of Hyderabad with over $200 Mn in annual turnover along with interests in real estate, construction, and consumer retail. We are proud channel partners for leading automobile companies such as Mercedes-Benz, MG Motor, Honda, Ather, Alti green & Tata. We have our footprint across Telangana, Andhra Pradesh, Karnataka & Maharashtra with a team size of over 2000 people. Job Summary: We are actively seeking a smart and dynamic individual to join RAAM Group as a Relationship Manager based in Hyderabad. This role is pivotal in ensuring the smooth and efficient sale of MG vehicles, with a primary focus on enhancing the customer experience and satisfaction throughout the sales process. Job Role: Relationship Manager - Four Wheelers Sales Location: Banjarahills , Gachibowli, Kukatpally, Kondapur & Attapur Experience: 1-4 years. Work Mode: On-site Roles and Responsibilities: Achieving the assigned sales targets for a given period. Building and maintaining strong relationships with customers to encourage repeat business and referrals. Demonstrating in-depth knowledge of various car models, features, and options to assist customers effectively. Staying updated on competitor offerings, industry trends, and customer preferences. Actively seeking and pursuing leads through various channels, such as walk-ins, phone calls, online inquiries, and events. Effectively negotiating with customers to close deals that benefit both the dealership and the customer. Ensuring all necessary paperwork and documentation related to the sales process are completed accurately and promptly. Upholding the dealership's brand image and values while interacting with customers. Participating in Field Sales Marketing events. Coordinate with CRM, MIS & Accounts team for all customer needs. Required Skills and Qualifications: High school diploma, diploma, or bachelor's degree in business, logistics, or relevant experience in a related field. Possession of a valid four-wheeler driving license. Strong organizational skills to maintain accurate records and schedules. Exceptional verbal and communication skills. Role & responsibilities Preferred candidate profile
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
pune, nagpur, vadodara
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- Trade Execution : Execute equity trades on behalf of clients during the absence of the primary dealer. Client Handling : Assist clients with equity investment queries, order placements, and trade confirmations. Risk Management : Monitor client positions and ensure compliance with risk and regulatory norms. Market Monitoring : Track market trends, stock performance, and provide basic inputs to clients. Backup Support : Act as a backup to the main equity dealer; ensure business continuity in their absence. Order Management : Manage order books efficiently and with accuracy. Compliance : Ensure all trades follow exchange rules and internal compliance standards. Client Reporting : Provide clients with trade summaries, contract notes, and portfolio insights as required. Coordination : Liaise with internal teams like research, operations, and compliance for smooth service delivery. NISM 8 (Equity and derivative certificate) and grduation is mandatory Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Franchise Sales CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- Sales Management : Drive sales growth across franchisee network. Franchisee Support : Provide training, guidance, and sales strategies to franchisees. Target Achievement : Monitor and ensure franchisee meets sales targets. Business Development : Identify new business opportunities and franchisee expansion. Relationship Building : Build strong partnerships with franchisees and ensure smooth operations. Performance Monitoring : Track sales performance and offer solutions for improvements. Market Analysis : Keep an eye on market trends and competitor activities. Promotions & Marketing : Collaborate on local marketing campaigns to boost sales. Reporting : Regularly report on franchisee sales performance to upper management. Customer Satisfaction : Ensure franchisee delivers excellent customer service. Graduation is mandatory. Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.
Posted 1 week ago
1.0 - 4.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.
Posted 1 week ago
1.0 - 3.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Call & Trade CTC- up to- 4.5 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- 1. Responsible for handling inbound & outbound calls. 2 . Responsible for resolving the queries of investment products. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Trade behalf of client Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
mumbai city, solapur, rajkot
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Job Description: Sales Generation : Drive insurance product sales through bank branches (Bancassurance channel). Relationship Management : Build strong relationships with bank staff to increase lead generation and conversions. Lead Conversion : Work on walk-ins, referrals, and leads shared by bank partners. Training & Support : Train bank employees on insurance products and sales techniques. Target Achievement : Achieve monthly and quarterly sales targets set by the company. Customer Interaction : Meet customers to understand their financial needs and offer suitable insurance solutions. Cross-Selling : Identify opportunities for cross-selling and up-selling of insurance and related financial products. Graduation and NISM 8 (Equity Derivative certificate) is mandatory. Kindly reply with an updated CV a t apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
pune, kolhapur, nagpur
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue generation 2) Customer Profiling 3) Activation of inactive clients 4) Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5) Cross selling other products 6) Client Interaction 7) Regular Meetings with clients for maintaining relations 8) References from existing clients to acquire new clients 9) Updating clients on market, companys research reports, new IPOs, etc 10) Proper confirmations of trades to clients on daily basis risk Management. 11) Group discussions & up-gradation of market information, research reports General 12) Strive towards achieving individual goals and thereby the branch and organizational goals Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Dear Candidate Greetings From"APEX SERVICES" Designation: Branch Dealer CTC- up to-5 lac+ incentive + Other benefit Years of Exp: 1 to 4 yrs Roles: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3 . To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5• Responsible to ensure all activities are in adherence as per Compliance & Risk. 6 • Provide regular updates to the immediate superior as and when required. 7. Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted 1 week ago
1.0 - 3.0 years
1 - 5 Lacs
Nagpur, Pune, Amravati
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 week ago
8.0 - 10.0 years
10 - 15 Lacs
Pune, Mumbai (All Areas)
Work from Office
Responsible for building relationships with existing Institutional Clients and Acquisition of new clients. Required Candidate profile 8-10 years experience in corporate/institutional sales. Experience in wealth segment handling family offices can be considered
Posted 1 week ago
13.0 - 15.0 years
2 - 20 Lacs
Mumbai, Maharashtra, India
On-site
Job description Join us as an AVP - Business Development Manager where you will play a pivotal role in driving strategic growth initiative by identifying and converting high potential prospects into valuable clients. To be successful as AVP - Business Development Manager, you should have experience with : Essential Skills/Basic Qualification. To support the Sales Organisation in gathering intelligence and preparing pitches to convert prospects and liquidity-event driven wealth creation opportunities into clients of the firm To support the Commercial Director and senior Sales and BD team members to build relationships with organisations (such as law and accountancy firms and financial sponsors like Private Equity) to build a pipeline of New to Bank business Support the process to manage a disciplined and efficient Prospect to Conversion / Drop of Prospect journey - for us to have an overview on the process efficiency, and our effectiveness Educational qualifications - Post-graduate degree / diploma preferred - ideally MBA (not a requirement) Exposure to Wealth Management industry and the ecosystem players desirable Job Location is Mumbai. Purpose of the role To identify and capitalise on business opportunities, expansion of the customer base, relationship management, and driving of revenue growth. Accountabilities Execution of market research and analysis to support the identification of potential opportunities, market trends, and customer needs, to develop strategies for business growth. Identification of leads through various channels such as networking, referrals, cold calling, and attending industry events. Management of existing client relationships to understand their needs and identify opportunities for cross-selling or upselling banking products and services. Development and execution of strategies to acquire new business and expand the customer base, including preparation of proposals, presentations, and negotiation of contracts. Collaboration with product managers, credit analysts, product specialists, operations, and other internal stakeholders to ensure seamless delivery of products and services to clients. Forecasting of sales targets and tracking progress against goals, including regular reports on business development activities, pipeline status, and sales performance to management. Contribution to the development of business development strategies and initiatives to drive revenue growth and achieve business objectives. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.
Posted 1 week ago
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