You will be primarily responsible for business development through sales of equity & derivatives (offline & online trading accounts) and corpus mobilization through unbiased and high-quality expert advisory, as well as cross-selling TPP. Your role involves acquiring and building relationships with HNI/Retail clients, reviewing their portfolios, advising them on daily stock market movements, guiding them on various stock sectors, latest news of the corporate world, and generating business for the company by meeting revenue targets. Additionally, you will study and monitor research reports to aid HNIs in understanding price fluctuations, primary trends, and identifying appropriate investment opportunities.,
As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on the diverse investment avenues available, particularly focusing on investing products and providing high-quality advice on asset allocation. It will be crucial for you to assess customers" risk appetite and time horizon, tailoring advisory services to align with their needs effectively. Furthermore, you will play a key role in conceptualizing and executing sales promotional plans through various marketing channels. Staying updated on changes and trends in the business landscape will be essential, allowing you to provide customers with accurate and timely information. Continuous updating of Management Information (MI) will also form part of your responsibilities to ensure the effectiveness of your strategies and plans.,
You will be responsible for acquiring and building relationships with Retail/Ultra High Net worth, and Corporate customers. Your primary focus will be on cross-selling insurance and other wealth management products, as well as advising on various Treasury related Debt products for Corporates & SMEs. Additionally, you will advise Corporate/Promoters/HNI clients on investment opportunities to help them generate a high ROI. Key Responsibilities: - Cross-selling insurance and wealth management products - Advising on Treasury related Debt products - Providing investment advice to Corporate/Promoters/HNI clients - Offering end-to-end service solutions to existing customers proactively - Educating customers on various investment avenues - Assisting customers with asset allocation based on risk appetite and time horizon - Conceptualizing and implementing sales promotional plans through various marketing channels - Keeping customers updated on changes in business trends - Continuously updating Management Information (MI) Qualifications Required: - Strong knowledge of investment products and wealth management - Excellent communication and interpersonal skills - Ability to understand and assess customers" needs and risk appetite - Proven track record in sales and customer relationship management - Knowledge of market trends and financial products (Note: There are no additional details about the company mentioned in the job description.),
As an ideal candidate for this role, you will have experience in Mutual Funds and possess knowledge of financial concepts. Your responsibilities will include recommending Mutual Funds, writing market outlooks and product notes, as well as generating periodic reports. You will conduct detailed client portfolio reviews and analyze strategies for Mutual Funds. Additionally, you will provide product support and make client presentations. Familiarity with software such as ICRA and Morningstar Direct platform would be advantageous. - Experience in Mutual Funds - Knowledge of financial concepts - Recommending Mutual Funds - Writing market outlooks and product notes - Generating periodic reports - Conducting detailed client portfolio reviews - Analyzing strategies for Mutual Funds - Providing product support - Making client presentations - Familiarity with ICRA and Morningstar Direct platform is preferred,
You will be primarily responsible for business development through sales of equity & derivatives (offline & online trading accounts) and corpus mobilization through unbiased and high-quality expert advisory. You will also be involved in cross-selling TPP products. Your key responsibilities will include: - Acquiring and building relationships with HNI/Retail clients - Reviewing clients" portfolios - Advising clients on daily stock market movements, various stock sectors, and latest news of the corporate world - Generating business for the company by meeting revenue targets - Studying and monitoring research reports to aid HNIs on price fluctuations, primary trends, and appropriate investment opportunities Qualifications required for this role: - Strong understanding of equity & derivatives markets - Proven track record in business development and sales - Excellent communication and relationship-building skills - Ability to analyze research reports and provide sound investment advice No additional details of the company are present in the job description.,
You will be responsible for business development and sales of insurance products in the specified location. Your main tasks will include acquiring new corporate clients and servicing them for their insurance needs. Additionally, you will act as an insurance knowledge resource for the branch and alternate channel teams of group companies in the location. Your role also involves ensuring strong market visibility for Way2Wealth in the insurance ecosystem through top-quality advisory and service. Key Responsibilities: - Business development and sales of insurance products - Acquiring and servicing new corporate clients - Acting as an insurance knowledge resource for branch and alternate channel teams - Ensuring good market visibility for Way2Wealth through top-quality advisory and service Qualifications Required: - Previous experience in business development and sales, preferably in the insurance sector - Strong communication and interpersonal skills - Knowledge of insurance products and industry trends - Ability to provide high-quality advisory and service to clients Please note that no additional details about the company were provided in the job description.,