327 Tpp Jobs - Page 3

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide training and guidance to team. Motivate them to achieve sales targets. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Amrapali-8780199508 amrapali.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

Build & maintain relationships with potential clients. Conduct field visits to prospective clients to present our products/services and generate leads. Collaborate with the inside sales team to follow up on leads 8469535782( HR Roshani) Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 39 year. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job Incentives + Allowances

Maintain healthy relations with Customers. Look for better sales Opportunity to grow company revenue. Lead and manage the activity of sales team. Motivate them for Sales. Handle the walkin customers. Cross sale of other banking products. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job Incentives + Allowances

Visit leads and convert to paying customers. Conduct daily field visits to meet new clients Explain product benefits and solve objections. Manage daily reporting and field tracking. Promote brand visibility through direct contact. 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 {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Experience with creating and executing sales plans Customer-focused mindset Ability to analyze sales data and metrics Knowledge of industry trends and market insights HR Mukthi (8469483673) Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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 Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Developing plans & strategies for developing business & achieving the company’s sales goals Managing the sales teams & resources to deliver profitable growth appropriate to market conditions and opportunities. HR Mukthi (8469483673) Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Monitor field activities and ensure daily reporting. Motivate team to exceed targets through coaching. Track region-wise sales and provide insights. Coordinate with marketing and product teams. Handle escalated customer issues. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Lead, manage, & motivate a team of sales executives Drive sales performance & ensure target achievement Develop and execute local sales strategies Monitor daily activities and provide guidance to the team Build and maintain strong client relationship 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 {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Specifications ProfileRM-Sales Designation Relationship Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities Client Acquisition and Onboarding: Identify and acquire new clients for equity trading and investment services. Build a strong network to generate leads and convert prospects into clients. Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently. Client Relationship Management: Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs). Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions. Regularly engage with clients to review their portfolios and suggest adjustments based on market trends. Equity Market Advisory and Execution: Provide clients with expert advice on equity investments, market opportunities, and trading strategies. Ensure timely execution of buy/sell orders and provide updates on market conditions. Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios. Revenue Generation: Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales. Identify cross-selling and up-selling opportunities for other financial products and services. Monitor and ensure high client activity levels to meet brokerage revenue goals. Market Awareness and Research: Stay updated on equity market trends, macroeconomic developments, and corporate actions. Share insights with clients and proactively guide them on portfolio strategies. Provide inputs for market reports and assist in developing investment strategies for the team. Compliance and Risk Management: Ensure all client transactions adhere to regulatory norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trading activities for audit purposes. Educate clients about market risks and ensure they invest within their risk appetite. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). LocationIndoreExperience 25 years of experience in equity markets, wealth management, or a similar role. Team handling experience NA Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 YearsCompetency

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

Job description: Achieving the business targets assigned in terms of up selling Products, 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. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 5-10 yrs CTC : upto 8 - 12.50LPA Location : Across Mumbai / Navi Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

RBH has to manage team of Wealth RMs & is Team handling role. Including HNI customers into the Preferred and offering them a superior customer experience for profitability of the relationship. Lead a result oriented team & Branch Profitability.. Required Candidate profile Also Sr Wealth RM open To Achieve of overall Branch Target by generating business cross sales. Product knowledge-Wealth Management/CASA/Demat/Credit Cards/other Grade - Senior Manager/AVP

Role & responsibilities • Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. • Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. • Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. • Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. • Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. • Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. • Manage productivity and overall morale of branch team members. • Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

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. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. Thanks & Regards, Divya Chawla Human Resource

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

Have Opening for Sales Associate - Insurance with Leading NBFC. Location - Pan India Need exp in Insurance Sales CTC - Can be discuss Interested candidate call - Neha - 84487 74133 Or Rimjhim - 95604 09433 sanjeevani.dupare@voicehr.in