163 Wealth Jobs - Page 3

We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedback, and coach team members to improve results. - Foster strong relationships with clients to ensure customer satisfaction, retention, and loyalty. - Stay up-to-date with industry trends, product knowledge, and regulatory requirements to maintain a competitive edge. - Collaborate with other departments, such as marketing and operations, to align sales strategies with business objectives. - Analyze sales data and market insights to identify opportunities and optimize sales performance. Candidate Qualifications : - Previous sales experience: Proven success in a sales role, preferably in life insurance or a related industry. - Experience: A minimum of 1-2 years of experience in managing sales teams. - Excellent communication, interpersonal, and presentation skills. - Strong sales acumen, negotiation skills, and ability to close deals. - Results-driven, with a track record of achieving sales targets and expanding customer bases. - Ability to lead, motivate, and develop high-performing sales teams. - Strong analytical and problem-solving skills, with the ability to interpret sales data and market insights. - Bachelor's degree in a related field, such as business administration, marketing, or finance. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment

We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedback, and coach team members to improve results. - Foster strong relationships with clients to ensure customer satisfaction, retention, and loyalty. - Stay up-to-date with industry trends, product knowledge, and regulatory requirements to maintain a competitive edge. - Collaborate with other departments, such as marketing and operations, to align sales strategies with business objectives. - Analyze sales data and market insights to identify opportunities and optimize sales performance. Candidate Qualifications : - Previous sales experience: Proven success in a sales role, preferably in life insurance or a related industry. - Experience: A minimum of 1-2 years of experience in managing sales teams. - Excellent communication, interpersonal, and presentation skills. - Strong sales acumen, negotiation skills, and ability to close deals. - Results-driven, with a track record of achieving sales targets and expanding customer bases. - Ability to lead, motivate, and develop high-performing sales teams. - Strong analytical and problem-solving skills, with the ability to interpret sales data and market insights. - Bachelor's degree in a related field, such as business administration, marketing, or finance. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment

We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedback, and coach team members to improve results. - Foster strong relationships with clients to ensure customer satisfaction, retention, and loyalty. - Stay up-to-date with industry trends, product knowledge, and regulatory requirements to maintain a competitive edge. - Collaborate with other departments, such as marketing and operations, to align sales strategies with business objectives. - Analyze sales data and market insights to identify opportunities and optimize sales performance. Candidate Qualifications : - Previous sales experience: Proven success in a sales role, preferably in life insurance or a related industry. - Experience: A minimum of 1-2 years of experience in managing sales teams. - Excellent communication, interpersonal, and presentation skills. - Strong sales acumen, negotiation skills, and ability to close deals. - Results-driven, with a track record of achieving sales targets and expanding customer bases. - Ability to lead, motivate, and develop high-performing sales teams. - Strong analytical and problem-solving skills, with the ability to interpret sales data and market insights. - Bachelor's degree in a related field, such as business administration, marketing, or finance. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. * Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.Role & responsibilities * Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. * Direct Relationship Managers to identify cross-selling and upselling opportunities. *Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Preferred candidate profile

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-14 LPA Location : Across 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 Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain customer profitability by capturing a larger share of Wallet. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral. • Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. • This role is to acquire B2C or B2B clientele & build a portfolio thereon. • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: • Ensure profitability of the portfolio: Generate high Income per Customer. • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Role & responsibilities Preferred candidate profile Perks and benefits

Dear Candidate, Urgent opening with leading Bank for Senior RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly. m)To build relationships with a newer target segment To upsell and cross sell products like real estate and PMS to existing direct UHNIs Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Drive the business by targeting HNI KRA1 Business Management and achieving the set target Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by oering Combo products. KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Maintain excellent relationship with KRA2 Build strong Client Relationship existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base.KRA3 Compliance on all regulatory rules Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied.KRA4 Create a Strong mind Recall for ABSLAMC Organize meetings with Fund manager/CEOs and Head of Sales. oDisseminates updates and other product related information in timely manner Push for reference of their relatives and social circle. Be the wealth one stop solution for investor for all investment related Needs.KRA5 •Absolute Gross Sales- Equity (20%) •Absolute Gross Sales- Debt & Liquid (20%) •Net sales in Alternate products (20%) Incumbent will be on variable pay scheme (Bonus) KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) •Re-activation of Clients (20%) •NCA/Activities/Engagements (20%)

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 27Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Bangalore, Hyderabad, Mumbai Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS & Wealth. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs/HNIs ) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues. To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients. Achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. Contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products. To ensure regular availability of research material and inputs to the clients. To ensure that client promises are kept and their grievances are adequately addressed or highlighted. To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix. Ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them. To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead. To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in

About Role- The role requires appointing channel partners (IFAs and Distributors) and driving investment product sales across geographies across your target area. Job Responsibilities: The incumbent will be responsible for but not limited to the following- Recruitment of channel partners Providing training for Business Development Preparing business plans and strategies to develop business of channel partner Planning different activities with channel partners to increase their productivity Accompanying IFA on HNI/UHNI client meetings. Addressing and spreading awareness regarding P2P lending in group client meets. Solving distributor's queries. To own and deliver organizational targets given on time to time Following internal sales process Comply with all rules and regulations of the company as well as following industry norms. Key Skills required: Business Development and Channel management skills People oriented, outgoing individual that earns a high degree of loyalty with staff and channel partners Good understanding of Mutual fund distribution and how the industry works Eagerness to work with start-up and problem solving skills

Hi We have an excellent Opening in Leading Bank for Relationship Manager - Bangalore Designation : Relationship Manager CTC : 8 Lacs to 13 Lacs Location : Bangalore Job Responsibilities: RM Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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 If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on anusha@avaniconsulting.com Contact - 9003875895

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Note before you apply: Candidates with relevant Experience in team handling BFSI Market is must ., preferably form Virtual sales, telesales management - portfolio management Excellent communication in English only can apply Should have good years of experience in sales team leading If you meeting the eligible criteria please share your cv to Ganesa HR Whatsapp 8056659888 (Mention Unit Manager) All the Best ! Unit Manager - Priority About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Job holder needs to manage an outbound team across various Banking products. Outbound Team will be in partner payroll. Job holder expected to manage around 15+ member team Key Responsibilities Drive Sales, Productivity,Cross Sell, Cost to Income, profitability and growth of channel. 1.Train and Manage team of 15+ strong telecallers who will be engaged in selling of products to existing customers of the bank. Unit Manager will be Managing the team of VRM Priority. 2. Develop and implement effective sales strategy to achieve business objectives. 3. Guide, coach and motivate teams across locations for improved performance. 4. Drive productivity of the team. 5. Analyze business numbers to identify opportunities and GAPS for corrective actions. 6.Ensure delivery of the sales targets assigned for the respective line of business. 7. Improve existing processes to enhance productivity and overall performance of the team. Qualifications Optimal qualification for success on the job is: Post Graduate with more than 6 years of relevant experience. Role Proficiencies For successful execution of the job, a candidate should possess the following: Sound knowledge of retail banking products and process. Knowledge of digital banking channels like, Internet Banking, Mobile App. Leadership skills, Inter personal skills, Analytical skills. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.