1563 Tpp Jobs - Page 2

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Interested candidates can share their resumes on vaishnavi.srivastava1@hdfcsec.com

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Regards, Prashant Ghusale HR- HDFC Securities Ltd 9890442104

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 1 Year - 3 Years of sales experience (BFSI/field sales preferred). Freshers are also welcomed who are interested for sales. Strong communication & interpersonal skills. Target-driven with ability to work ...

Role & responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Ad...

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Role & responsibilities Actively drive acquisition of customers for unsecured loans (GL and unsecured IL). Enable conversion of existing borrowing customers for liabilities. Ensure that Family banking products are actively cross sold to family members and referrals of existing customer. Undertake initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Maintains process quality & ensures adherence to internal audit standards Management of all the reporting staff Closure of Audit points and Maintaining threshold on Needs Improvement and unsatisfactory” branches , Timely disbursement of sanctioned loans .

Role & responsibilities Manage acquisition of new customers for current accounts, saving accounts, retail liabilities, and third party products. Identify cross-selling opportunities to increase revenue through upselling and retention of existing customers. Develop strategies to achieve sales targets and improve customer satisfaction ratings. Collaborate with internal teams to resolve customer issues and enhance overall banking experience. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Location - Hadapsar Vishrantwadi Swargate Pimpari Kondhwa Kharadi Interested Candidates Can Share your updated resumes on - shashank.gaikwad@ujjivan.com OR 7021029560

Hi, Greetings from AVANI Consulting 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 resu...

Role & responsibilities • 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. • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities . Preferred candidate profile • To acquire new clients and...

Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ab...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

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, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Generate New Business to the Bank by doing fresh Acquisition of CASA & Banking products Manage & sell Savings Account by conducting several marketing activities Understand & analyse the customer needs & provide customised solutions Required Candidate profile Should be energetic with passion for sales Strong customer service orientation along with process adherence 1 - 5 years sales experience preferably from Banking/Financial industry background

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Premier Acquisition Manager - Current & Savings Accounts Department Retail Liabilities - Sales Location Hyderabad Reporting Relationships Branch Sales Manager / Team Leader / Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Graduates / MBA . Having more than 1-2 year work experience

Role & responsibilities Capable of taking the lead on all regulatory and compliance matters associated with TPP. Able to effectively communicate and liaise with senior management, Legal and Compliance personnel and the primary regulators for these businesses. Well versed with Third party products & the regulations related to TPP. Relevant experience in banking or Insurance companies. Preferred candidate profile Relevant experience in banking & insurance companies

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 channel Maintain the database of the prospects, meet select prospects and manage the relationship the reafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer i...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

In Person interview: 18th Oct (10.30 to 3.30pm) Kotturpuram- Regional Office :First Floor, IDFC First Bank Ltd No 7B Gandhi mandapam road, Kottur Gardens, Kottupuram, chennai 600085. Land Mark- Opp to Punjab National Bank Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of corporate salary accounts for a designated geography. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential oppo...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Role & responsibilities Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills: Proficiency in Trading Applications, MS Office Additional Certification: NISM Series VIII Equity ...