1577 Tpp Jobs - Page 16

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 c...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

poRole & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per sco...

Walk In Drive Details Drive Date - 22nd September 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Bidhannagar AA 50, Salt Lake Sec. 1, Bidhannagar, Bidhannagar, Kolkata - 700064 Interview Time - 10am to 3pm Contact Person- Mr. Joy Mukherjee. Job Location: Anywhere in North Kolkata. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospec...

Walk In Drive Details Drive Date - 23rd September 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, New Alipore 98, Nalini Ranjan Ave, Block A, Block H, Near Vidya Bharati School, New Alipore, New Alipore - 700053 Interview Time - 10am to 3pm Contact Person- Mr. Partha Banerjee. Job Location: Anywhere in South Kolkata. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels ...

Job Description: As a Premier Acquisition Manager, your role will involve acquiring High Net Worth Individuals (HNI's) exclusively. You will be responsible for selling Third Party Products (TPP) and generating revenue, as well as building the Current and Savings Account (CASA) book size. Additionally, you will conduct regular promotional and customer events to generate leads, and cross sell Mutual Funds (MF), Gold, Insurance, and other asset products. Key Responsibilities: - Acquire High Net Worth Individuals (HNI's) as clients - Sell Third Party Products (TPP) to generate revenue - Build the Current and Savings Account (CASA) book size - Conduct regular promotional and customer events to ge...

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - kap.divya@kotak.com also share your updated resume on 9326261828

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

Role & responsibilities : We are Hiring for Life Insurance Company Job Title - Relationship Manager - Banca Channel Ctc - 3.50 Lpa Branch - HDFC Bank Requirement Preferred candidates :Walkin Drives Age 34 Years Max Exp 13-years Exp Preferably from Insurance industry (Direct / Banca vertical ) or Banking with insurance as cross sales product. Interested candidate share your updated resume or any reference if you have on this no 8851570515 - Preferred candidate profile - Any banking & insurance and cross sales candidates will work but should be graduate.

About The Role Overview: We are looking for a motivated and dynamic individual for the role of CSE in the Insurance Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. In this role, you will be responsible for achieving individual sales targets and maintaining high levels of customer satisfaction through effective communication and relationship-building with both insurance partners and prospective customers. Key Responsibilities: Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets. Work towards meet...

Background and Position Summary: There is a marked increase in velocity of clients across sectors looking to set up a GCC or capability hub in India. They are looking for a trusted partner who could help with end to end set up of their capability - people, skills, facility, legal entity, leadership team, IT and related ancillary services. GDS is looking to build a dedicated capability offering around Strategic Sourcing of large deals around GCC set up support, Build Operate Transfer (BOT), TPP (Tech Preferred Provider) deals. There is a $1B+ market opportunity as FS clients look to build capability centers offshore. The Strategic Sourcing Senior Manager will have to interface with senior cli...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Walk in Interviews -16th Sep 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic & Sales 3. Personal Banker NRI 4. PB Teller Authorizers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs an...

Recruit and manage field sales agents Drive business growth through direct and team sales Ensure team performance tracking and mentoring Handle customer queries and relationship management Maintain accurate reporting and field updates Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Assist in managing & motivating the sales team Support in achieving sales goals and KPIs Handle customer inquiries & resolve issues Help with providing training & development for sales team Report sales data & team performance Note :- Check CTC 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

Identify &approach potential customers in the market. Promote & sell products to achieve Yearly targets. Build and maintain strong client relationships to drive repeat business Follow up on leads and close sales deals. Ensure Sales targets are met. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Sell various types of products to customers based on their needs Identify & acquire new customers through field Maintain strong relationships with existing clients Achieve & exceed individual & team sales targets Guide & support junior sales officers 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

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Approach potential customers Present products & negotiate deals Build & maintain strong customer relationships Achieve assigned sales targets Prepare sales reports & update CRM systems *Note:- Check CTC And Locations 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