3288 Rm Jobs - Page 23

The Portfolio Manager - Retail Assets is responsible for managing collections and recovery operations within the assigned area The role involves overseeing repossession activities, coordinating with external agencies, handling legal formalities, and ensuring timely resolution of delinquent accounts The ideal candidate should be confident, field-ready, and capable of leading a team while maintaining high standards of compliance and operational efficiency Monitor and maintain collection performance across the assigned portfolio Manage repossession activities and coordinate with repossession agents and sales teams for asset disposal Liaise with collection agencies to ensure effective recovery s...

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

ROLES & RESPONSIBILITIES: - Advising Affluent Partners on their clients Investments and asking for more business by cross selling in various products as mentioned above. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit in partners clients. To conduct and assist in organizing seminars, Investment Product events and other business development activities for partners and their clients. To do every day calling to partners and to develop and maintain relationship with them. To generate leads on daily business from partners in regards to Insurance and Investment Product Business. To schedule your interview sen...

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Role & responsibilities 3rd LINE POSITION Preferred candidate profile Perks and benefits

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose Culture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomesDuties and Responsibilities Required qualification and experience and Job Profile :Educational & Professional Qualifications and Skills: CA MBA Finance from a reputed institute. Candidate needs to have an overall experience of 5-7 years, of which a minimum 3 years of experience in a Mid Corporate - RM role with a reputed Bank NBFC. Candidate must have exposure in lending to Mid Corporate clients (Companies with revenue between Rs.200 crs Rs.2000 crs). Candidate would be respo...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RMs Support Contest & R&R drives through the branch team Coordinate with partner RMs for policy issuance & branch team for pending resolutions ...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomesDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES(Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CR...

Job Purpose To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom lineCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomesDuties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES(Accountabilities associated with the job) Hub branch CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CR...

Recruit,onboard, train, and develop a team of insurance agents Provide coaching, guidance, and support to agents to help them achieve their sales goals Build and maintain relationships with agents, fostering a positive and productive work environment

Identify local market opportunities to expand sales reach Conduct field visits to acquire new customers & partners Drive strategies to grow business presence Track competitor activities & market trends Share weekly performance reports with manager 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

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below ::- Graduate/Post-graduate (Preferred) Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) Good communication skills (Hindi/English) Immigiate joiners only Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn How to apply : To schedule your interview send your CV through WhatsApp HR Ashwini : 9923656681

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Mandatory Key Skills shares,...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

ROLES & RESPONSIBILITIES: - Lead Sales Team: Manage, build, and drive a sales team focused on new client acquisition and margin collection . Achieve Targets: Meet required Assets Under Management (AUM) and investor acquisition targets for the cluster HNI Advisory: Oversee the timely delivery of customized wealth advice to HNI customers. Portfolio Review: Conduct periodic reviews of client portfolios to ensure alignment with investment objectives. Team Training: Organize and conduct periodic training sessions on products and processes for the team To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication Insurance General Health and Life will be added advantage Perks and benefits Petrol, Mobile, Incentives, Insurance benefits

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...