Tetrahed provides innovative solutions in technology and data analytics, focusing on enhancing decision-making through advanced data visualization and integration techniques.
Mumbai
INR 1.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time
Jammu
INR 2.0 - 6.0 Lacs P.A.
Work from Office
Full Time
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF
Noida
INR 5.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Title: UI/UX Engineer Seniority: Junior Location: Noida, India Description & Requirements The UI/UX Engineer will play a critical role in designing and developing intuitive and responsive user interfaces for applications. This role requires a strong understanding of modern front-end technologies, UI/UX design principles, and cloud-native practices. The ideal candidate will have experience in creating seamless user experiences, integrating with APIs, and deploying applications in containerized environments. You will be part of a dynamic team that contributes to the success of various projects by delivering high-quality user interfaces that meet customer needs. Key Responsibilities Technical & Engineering Leadership Develop and implement high-quality user interfaces using Figma, Adobe XD, Sketch, ReactJS, Angular, or similar frameworks, ensuring responsive and user-friendly designs. Collaborate with cross-functional teams to define, design, and ship new features, ensuring the best possible user experience. Convert complex designs into functional HTML5/CSS3/JavaScript code, ensuring cross-browser compatibility and performance optimization. Integrate front-end components with RESTful APIs and other backend services, maintaining seamless functionality. Contribute to the overall design system and UI/UX best practices within the organization. Service Delivery & Innovation Deliver high-quality UI/UX designs from concept to deployment, ensuring they are aligned with client expectations and project requirements. Optimize web applications for maximum speed and scalability, ensuring they are performant across different devices and browsers. Participate in the continuous improvement of development processes and design guidelines, focusing on enhancing the user experience. Innovation & Initiative Stay updated with the latest trends in UI/UX design and front-end development, bringing innovative ideas to the team. Engage in technical innovation, exploring new tools and technologies to improve the design and development process. Maintain hands-on technical expertise, ensuring that the team is adopting the best UI/UX practices and standards. Client Relationships Work closely with clients to understand their needs and deliver UI/UX solutions that meet their business goals. Conduct client workshops and presentations to showcase design concepts and gather feedback, ensuring alignment throughout the development process. Act as a trusted advisor to clients, providing insights and recommendations for improving their user interfaces and overall user experience. Mandatory Skills & Experience Proven experience (3+ years) in front-end development using ReactJS, Angular, or similar frameworks. Strong knowledge of web development technologies, including HTML5, CSS3, JavaScript, SASS, and TypeScript. Experience in designing and implementing responsive, cross-browser compatible UI/UX designs. Familiarity with cloud-native principles and deploying front-end applications in containerized environments (e.g., Docker, Kubernetes). Experience with version control systems like Git and project management tools like JIRA/Confluence. Excellent communication skills with the ability to work effectively in a collaborative environment. Technologies Desired Skills & Experience Understanding of accessibility standards and best practices, ensuring designs are inclusive for all users. Experience with API integration and working within microservices-based architectures. Knowledge of Agile and Scrum methodologies, with experience in delivering projects in a fast-paced environment. Knowledge and understanding of GenAI Certification in front-end development or UI/UX design is a plus.
Hyderabad
INR 5.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Technical Skills Must Have: Playwright, Typescript, API Testing Good to have: BDD Cucumber, Jenkins, AWS Cloud, GitHub Note: If Candidates have Cypress experience, they can be considered to upskill in Playwright quickly Roles & Responsibilities SDET with 4-8 years of Quality Engineering experience working in Agile practices, Software Testing Lifecycle and processes To play a role of SDET, must have working experience in Playwright using Typescript /Javascript, API Automation, SQL, CI/CD, Latest framework adoption (based on the requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation. requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation. Must Have: Playwright, Typescript, API Testing Good to have: BDD Cucumber, Jenkins, AWS Cloud, GitHub Note: If Candidates have Cypress experience, they can be considered to upskill in Playwright quickly Roles & Responsibilities SDET with 4-8 years of Quality Engineering experience working in Agile practices, Software Testing Lifecycle and processes To play a role of SDET, must have working experience in Playwright using Typescript /Javascript, API Automation, SQL, CI/CD, Latest framework adoption (based on the requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation.
Mumbai
INR 7.0 - 11.0 Lacs P.A.
Work from Office
Full Time
Department: Retail Sales Sub-Department: PMS Reporting Manager: Zonal Head Demographics Education Background MBA PGDBM/ CA/ CFA Work Experience - 4-8 years of experience Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge High Impact Communication Interpersonal skills Problem solving approach Target oriented with proper adherence to compliance Role Purpose Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel Key Accountabilities To increase the penetration and market share of PMS products in their respective geographies Liaison with distributors and build rapport to increase penetration of PMS/AIF products Responsible for liaisoning with the sales team and activate dormant channel to increase sales To ensure customer delight through effective communication of our product, performance and investment philosophy Responsible for PMS product training to internal AMC RMs and distributors Think Out of the box for creating visibility and deeper penetration of our product Handling PMS queries and services issues for all existing PMS products Skills: pms,interpersonal skills,technical - product knowledge, high impact communication,compliance adherence,ifa,problem solving approach, hni,relationship management,target oriented, asset management, mutual funds sales,influencing skills,aif, wealth management.
Shimla
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
About the job To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the clientHNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment, financial planning, sales strategy, lead generation,mutual funds,hni,b2c, customer relationship management.
Navi Mumbai
INR 7.0 - 11.0 Lacs P.A.
Work from Office
Full Time
Job Responsibilities Play an active part in the product team throughout the Lifecycle to collaborate on the analysis, design, development and testing Actively participate in release planning meetings to create stories with acceptance criteria by helping identify missing or incomplete requirements Maintain and develop new strategies for Automation framework and all related automation activities. Creates and Executes automated scripts for regression, integration, and functional testing on newly designed or modified applications/systems Clearly articulates verbally and in writing the specifics around defects Monitors and updates defect reports as needed to ensure timely problem resolution Performs application and project risk analysis and recommends quality improvements Independently follows up with design/development resources regarding defects Communicates in a clear and concise manner all time delays or defects in the software immediately to appropriate team members and management Mentor and coach team members and new team members Evaluate solution to design, script and execute Performance tests (Load, Stress) Stay up-to-date with new testing tools and test strategies Qualifications 4+ years of relevant QA technical experience. Knowledge of tools, concepts, and methodologies of QA, as well as ensuring the technical translation of requirements into test plans Clear communicator (written and verbal) to ensure cross-functional team collaboration and ability to work with a wide range of stakeholders Strong computer skills including Microsoft Office and databases Working knowledge of the following technologies and concepts is required SQL (PostgreSQL) complex queries Test Automation, with the focus on Python, Selenium, JMeter, Jenkins, Postman Ability to focus on deadlines and deliverables be motivated and take informative quick decisions. Skills: test automation,jmeter,postman,qa automation,regression testing,python, selenium, jmeter, jenkins, postman,sql,python,sql (postgresql),selenium,jenkins,integration testing.
Hyderabad
INR 6.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Roles & Responsibilities SDET with 4-8 years of Quality Engineering experience working in Agile practices, Software Testing Lifecycle and processes To play a role of SDET, must have working experience in Playwright using Typescript /Javascript, API Automation, SQL, CI/CD, Latest framework adoption (based on the requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation. requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation. Must Have: Playwright, Typescript, API Testing Good to have: BDD Cucumber, Jenkins, AWS Cloud, GitHub Note: If Candidates have Cypress experience, they can be considered to upskill in Playwright quickly
Ahmedabad
INR 3.0 - 8.0 Lacs P.A.
Work from Office
Full Time
To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time Skills: negotiation,amc,b2b sales,mutual funds,b2c sales,mutual fund,communication,client acquisition,financial advice,relationship management,investment,hni,generate fresh leads,presentation,sales
Hyderabad
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Experience Level : 1-8 years of relevant experience Job Summary We are seeking a dynamic and results-driven Senior Research Analyst - US Staffing - New Client Acquisition to join our Hyderabad team. This role is critical to expanding Tetraheds client portfolio in the US market by identifying, researching, and engaging potential clients in need of staffing solutions. The ideal candidate will have deep expertise in market research, lead generation, and client relationship building within the US staffing industry, coupled with a proven track record of driving new business growth. Key Responsibilities Market Research Lead Generation: Conduct in-depth research to identify potential clients in the US market across industries such as IT, healthcare, finance, and engineering. Analyze market trends, competitor activities, and industry demands to uncover new business opportunities. Build and maintain a robust pipeline of qualified leads through tools like LinkedIn, ZoomInfo, and other industry databases. Client Prospecting Outreach: Develop targeted outreach strategies to engage decision-makers (C-level executives, HR leaders, procurement heads) at prospective client organizations. Craft personalized pitches, emails, and proposals to highlight Tetraheds staffing solutions and value proposition. Leverage cold calling, email campaigns, and social media to initiate conversations and build relationships. New Client Acquisition: Collaborate with the sales and account management teams to convert leads into active clients. Present tailored staffing solutions to prospective clients, addressing their specific hiring needs and challenges. Negotiate contracts and terms to secure new client agreements while ensuring alignment with company goals. Data Management Reporting: Maintain accurate records of leads, outreach activities, and client interactions in the companys CRM system (e.g., Salesforce or similar). Provide regular reports and insights on lead generation metrics, conversion rates, and market trends to senior leadership. Contribute to refining acquisition strategies based on data-driven insights. Collaboration Strategy: Work closely with cross-functional teams (marketing, operations, and delivery) to ensure seamless client onboarding and satisfaction. Stay updated on US staffing industry trends, regulations, and best practices to inform acquisition strategies. Participate in brainstorming sessions to innovate and enhance Tetraheds client acquisition processes. Qualifications Education: Bachelors degree in Business Administration, Marketing, Human Resources, or a related field. A Masters degree or MBA is a plus. Experience: 1-8 years of experience in market research, lead generation, or business development within the US staffing or recruitment industry. Proven success in acquiring new clients and driving revenue growth in a B2B environment. Familiarity with US market dynamics, hiring trends, and key industries (IT, healthcare, finance, etc.). Skills: Exceptional research and analytical skills with the ability to identify high-value prospects. Strong communication and interpersonal skills for engaging senior-level stakeholders. Proficiency in CRM tools (e.g., Salesforce, HubSpot) and lead generation platforms (e.g., LinkedIn Sales Navigator, ZoomInfo). Ability to work independently and collaboratively in a fast-paced, target-driven environment. Knowledge of US labor laws, staffing regulations, and compliance is a plus. Attributes: Self-motivated with a hunters mindset for pursuing new business opportunities. Detail-oriented with strong organizational and time-management skills. Adaptable to working across US time zones as needed. Skills: time-management skills,knowledge of us labor laws,analytical skills,strong communication skills,interpersonal skills,client acquisition,research,lead generation,staffing regulations,market research,client relationship building,crm tools proficiency
Parbhani
INR 4.5 - 7.0 Lacs P.A.
Work from Office
Full Time
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management
Mumbai
INR 8.0 - 18.0 Lacs P.A.
Work from Office
Full Time
Education Background MBA / PGDBM/ CA/ CFA Critical Skills Required Work Experience 3-8 years of experience Relationship Management Influencing Skills Technical - Product Knowledge High Impact Communication Interpersonal skills Problem solving approach Target oriented with proper adherence to compliance Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel Key Accountabilities To increase the penetration and market share of PMS products in their respective geographies Liaison with distributors and build rapport to increase penetration of PMS/AIF products Responsible for liaisoning with the sales team and activate dormant channel to increase sales To ensure customer delight through effective communication of our product, performance and investment philosophy Responsible for PMS product training to internal ICICI AMC RMs and distributors Think Out of the box for creating visibility and deeper penetration of our product Handling PMS queries and services issues for all existing PMS products
Hyderabad
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Technical Skills Must Have: Playwright, Typescript, API Testing Good to have: BDD Cucumber, Jenkins, AWS Cloud, GitHub Note: If Candidates have Cypress experience, they can be considered to upskill in Playwright quickly Roles & Responsibilities SDET with 4-8 years of Quality Engineering experience working in Agile practices, Software Testing Lifecycle and processes To play a role of SDET, must have working experience in Playwright using Typescript /Javascript, API Automation, SQL, CI/CD, Latest framework adoption (based on the requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation. requirements) Should have implemented BDD Practices within the project being worked Should be able create automation solutions by understanding the Technology landscape and Architecture to optimize the Test cycle and efforts. Leverage GenAl Copilot by identifying Use cases for Productivity improvement. Must have experience in Creating Test Strategy/ Plan, Metrics reporting, Defect triaging, Risk identification and mitigation.
Mumbai
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Skills: client relationship management,financial advisory,lead generation,amc,investment planning,mutual funds,hni,customer profiling
Ahmedabad
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management
Mumbai, Chandivali
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Work Mode: client location(work from office) Notice period: Immediate to 15 Days JD 4+ years of experience in testing Oracle ERP Fusion Finance modules. Strong understanding of financial processes such as Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), Fixed Assets (FA) / Lending can consider Hands-on experience with test management tools (Jira). Proficiency in SQL queries for backend data validation. Familiarity wit h API testing tools (Postman) is a plus. Skills: accounts payable,oracle erp fusion finance,accounts payable (ap),sql queries,finance,fusion,fixed assets (fa),oracle erp,accounts receivable (ar),api testing tools (postman),test management tools (jira),general ledger (gl)
Vadodara
INR 7.0 - 12.0 Lacs P.A.
Work from Office
Full Time
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management
Hyderabad
INR 5.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Key Responsibilities Develop and implement effective business development strategies to acquire new clients. Identify and assess potential markets for IT staffing services. Build and maintain strong relationships with key decision-makers in various organizations. Conduct market research to identify emerging trends and opportunities. Create compelling proposals and presentations to secure new business. Negotiate contract terms and pricing with clients. Collaborate closely with recruitment teams to ensure client requirements are met. Monitor industry trends and competitor activities to identify new business opportunities. Attend networking events and industry conferences to promote services and engage with potential clients. Prepare regular reports on sales performance and market feedback. Train and mentor junior staff in business development techniques. Utilize CRM tools for tracking and managing client interactions and sales pipeline. Implement client retention strategies to build long-term partnerships. Engage in cold calling and email outreach to generate leads. Work with marketing teams to align business development strategies with marketing initiatives. Required Qualifications Bachelor's degree in Business Administration, Human Resources, or related field. Minimum of 3-5 years experience in business development, preferably in IT staffing or recruitment. Proven track record of achieving sales targets and developing new business. Strong understanding of the IT staffing market and staffing solutions. Exceptional communication and interpersonal skills. Demonstrated strategic thinking and analytical abilities. Experience in negotiating contracts and closing deals. Proficiency in using CRM software and Microsoft Office Suite. Ability to work independently and as part of a team. Willingness to travel for client meetings and industry events. High degree of professionalism and a goal-oriented mindset. Strong networking skills and ability to connect with prospective clients. Knowledge of compliance and regulatory issues in the staffing industry. Ability to adapt strategies based on market dynamics. Commitment to continuous learning and professional development. Skills: business development,negotiation skills,market research,sales strategies,contract negotiation,strategic thinking,interpersonal skills,client acquisition,proposal writing,crm software,networking,new client acquisitions,staffing,it staffing market knowledge,team collaboration,analytical thinking,sales performance tracking
Pune
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Education Background MBA / PGDBM/ CA/ CFA Work Experience - 4-8 years of experience Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge High Impact Communication Interpersonal skills Problem solving approach Target oriented with proper adherence to compliance Role Purpose Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel Key Accountabilities To increase the penetration and market share of PMS products in their respective geographies Liaison with distributors and build rapport to increase penetration of PMS/AIF products Responsible for liaisoning with the sales team and activate dormant channel to increase sales To ensure customer delight through effective communication of our product, performance and investment philosophy Responsible for PMS product training to internal AMC RMs and distributors Think Out of the box for creating visibility and deeper penetration of our product Handling PMS queries and services issues for all existing PMS products Skills: pms,interpersonal skills,technical - product knowledge,high impact communication,compliance adherence,ifa,problem solving approach,hni,relationship management,target oriented,asset management,mutual funds sales,influencing skills,aif,wealth management
Jalandhar
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management
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