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3.0 - 8.0 years
4 - 7 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Lead and manage a team of sales executives focused on acquiring new clients Develop and implement effective sales strategies to drive business growth Set targets, monitor performance, and provide regular coaching and feedback to the team Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604
Posted 5 months ago
5 - 10 years
8 - 14 Lacs
Visakhapatnam, Hyderabad
Work from Office
Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...
Posted 5 months ago
4.0 - 9.0 years
5 - 12 Lacs
vijayawada, hyderabad, bengaluru
Work from Office
Urgent requirements for a leading bank Position: HNI RELATIONSHIP MANAGER Products: HNI, WEALTH, CASA, PRTFOLIO, Corporate Sales Ctc: 12 Lpa Locations: BANGALORE, CHENNAI, HYDERABAD Looking similar experience from banking. If interested Please contact SWATHI 8501808133 SWATHI HR SOLUTIONS swathihrsolutions@gmail.com
Posted Date not available
2.0 - 7.0 years
8 - 13 Lacs
mumbai
Work from Office
Job Title: Relationship Manager-First Wealth Additional Parameters: - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Su...
Posted Date not available
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