17 Job openings found

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 ...

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

Job BriefWe are currently hiring a Sr. Executive- Inside Sales- Health Insurance to lead our Sales function with the purpose ofthe company’s strategic goalsRole and Responsibilities1. Lead Generation & Outreach:o Contact prospective customers via phone calls, emails, or other communication channels.o Generate leads through cold calling, inbound inquiries, and other ...

Job BriefWe are currently hiring a Sr. Executive- CRM- Health Insurance or Pharma to lead our Sales function with the purposeof the company’s strategic goalsRole and Responsibilities• Overseeing the relationship with customers handled by your team.• Resolving customer complaints quickly and efficiently.• Keeping customers updated on the latest products in ...

  Position - Mumbai - 1, Kolkata - 1, Bangalore - 1, Lucknow - 1, Hyderabad - 1, and Chennai - 1.   Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant ...

ob description: Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Research and build relationships with clients.   Qualification: Graduate / Post Graduate Certification: NISM Mandatory(NISM ...

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 Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...