10351 Wealth Management Jobs - Page 32

1 Candidate must be graduate. 2-Agr: 21 years to 35 years 3-Experience:- At least 1+ years in sales (Preference given for ,Mutual funds those who have experience in Share, Demat, SIP) 4-Ready for field sales 5-Vehicle and driving license required1. Required Candidate profile NISM is added advantage but not essential All those who are not from stock market field, need to have min 2 years Field Sales experience from any field Interested candidate contact QRN on 9811985863

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targetsCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose This position is open with Bajaj Finance ltd. Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage, control & own all channels businesses. Recruit, retain, manage & build a productive team of Off Roll employees Maintain delinquency on the portfolio, in line with the Product Segment. Take Care of customer Escalations and Complaint Monitor & measure key conversion, productivity & data penetration metrics Effectively engage with Credit, Operations & Risk teams. Required Qualifications and Experience br/>

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose End to end ownership of Treasury borrowing portfolio, which comprises of Bank, Money Market and Foreign currency borrowings. Required to work on financial accounting through SAP treasury for all financial reporting. Maintain and monitor accuracy of finance cost for Treasury borrowings. Duties and Responsibilities Borrowings- Approving daily deals in SAP TRM and ensure correct closing of system on timely basis. Preparing outstanding file & Daily Avg Borrowings on daily basis & preparing Benpos file for reporting purpose. Calculation of monthly payout for Term Loan & reconcile the payments/Cash flows with system. Calculation of estimated & Actuals Monthly cost with variance analysi...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targetsCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

The Asset and Wealth Managements Chief Data and Analytics Office is dedicated to maximizing the value and impact of our data responsibly. We work closely with business, technology, operations, control, and other key stakeholders to achieve our objectives. Our teams manage the entire data lifecycle, ensuring goverce standards are met while making data easy to discover and use. We are looking for a highly skilled data scientist to join the Data Profiling and Ad Hoc Data Science team. This role is crucial in tackling complex data challenges and delivering actionable insights, requiring a strong technical background and expertise in modern data environments and tools for advanced analysis. As th...

Responsible for identifying, acquiring, and managing relationships with Ultra High Net Worth Individuals UHNIs family offices wealth managers & institutional investors for the purpose of marketing and distributing pre-IPO and equity opportunities. Annual bonus

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida, Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for ...

Responsibilities: 1.Showcase investment products to clients which may be of interest for them or which are on the approved list; 2. Responsible for business growth as well as growth of client base.

JD 1.Showcase investment products to clients which may be of interest for them 2. Assist the client in aligning his or her investments as per his or her need 3. Responsible for business growth as well as growth of client base

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. ˆ™ Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. ˆ™ Ensuring legal guidelines are complied for entire collection structure in letter and sprits. ˆ™ Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. ˆ™ Ensure adherence to the Code of Conduct. ˆ™ Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is inc...