50 Job openings found

This job  is responsible for overseeing and managing all banking relationships and financial services of the company. This role requires the development and execution of strategic banking strategies that support the company’s financial objectives, cash management needs, and financing strategies. The VP will also be tasked with managing the relationship with ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Job Description Team Leader – Financial Advisory ROLE DESCIPTION:Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate andbusiness clients of the company with the debt advisory services of the company. The role involves P&LOwnership, developing execution plans, enhancing client relationships, monitoring performance, andfostering team development to ...

Role Profile and Job Description Doc No. HR/JD - # Department Capital Market Services Position Senior Executive Primary reporting authority Senior Vice President Secondary reporting authority Director Required Qualification I - CA, MBA (Finance), CFA, MS (Finance)II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience 3 - 5 years (Age 25 - ...

General Manager-Team Head   Job Overview: Will be responsible for driving sales of All products or specific products in a specific Territory area with Team leaders. The individual will lead a team of sales executives or Business Managers or Associate Business Managers to achieve sales targets, on how to build strong relationships with ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts) Market Research: Stay updated on ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the ...

looking for a dedicated Telecaller to support our sales and service operations. 🔹 Responsibilities: Make outbound calls to potential and existing clients to promote financial products/services. Explain products clearly, answer questions, and handle customer objections effectively. Generate leads and schedule appointments for the sales team. Maintain accurate records of calls, follow-ups, and outcomes. Meet daily/weekly/monthly calling ...