3293 Rm Jobs - Page 50

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

Job Title: HNI/COE Staff - About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality...

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship...

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

Payroll: Bank Manage & grow HNI relationships virtually Offer tailored wealth solutions (Investments, Loans, Insurance) Acquire clients via referrals & outbound calls Meet sales & revenue targets Ensure top-notch service & compliance Age Limit-28 Required Candidate profile Minimum 2+ years in Retail Banking / Wealth Management Preferred Backgrounds VRM-Virtual Relationship Manager Retail Liabilities / Assets Sales NBFCs with Wealth/Retail focus Call 9082104424 Sanika

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Recruit and manage a team Leader of Life Insurance Drive team activation, conduct field activities, provide training and mentoring, ensure performance, and independently build a strong market presence OD/JH areas.

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mo-9316295986 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job Mo-9316295986 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo-9316295986 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Recruit Life Insurance advisors through own references. Act as coach of team. Motivate team for maximizing sales. Support advisors through training & joint sales calls. To deliver new business and renewal business through advisors. HR No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Recruit Life Insurance advisors through own references Act as coach of team Motivate team for maximizing sales Support advisors through training & joint sales calls To deliver new business and renewal business through advisors Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 21 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Build & lead sales team for new business Monitor market trends, sales & product performance Build strong relationship with customer to identify their needs Develop & execute strategic sales plans Collaborate with teams for revenue growth Mo9316295986 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 21 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Interact with customers, provide product information. Meet sales targets and goals. Generate leads and reach out to customers. Follow up with customers post-sales. Maintain accurate sales records. Collaborate with team members. HR:- No:-, 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 21 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Interact with customers, provide product information. Meet sales targets and goals. Generate leads and reach out to customers. Follow up with customers post-sales. Maintain accurate sales records. Collaborate with team members. HR:- No:-, 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Build & lead sales team for new business Monitor market trends sales product performance Build strong relationship with customer to identify their needs Develop execute strategic sales plans Collaborate with teams for revenue growth HR No 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job Mo-9313354677 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 21 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Handle the Walkin customers on branch Attend daily 2-3 meeting with customers Lead & manage the team for Sales Provide training & guidance to team Motivate them to achieve sales target Manage sales of other banking product Check CTC Before Applying 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

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth