51 Job openings found

Department- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities Business Development and Relationship Management ...

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 ...

Role Overview: Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.   Key Responsibilities Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...

Age Criteria for Callers: Candidates must be below 28 years of age Female Candidates: Only unmarried female candidates are eligible   PURPOSE OF THE POSITION:Looking for a result-driven team member to be responsible for achieve the organization’s objectives and increase salesthrough DigitalProcess DUTIES & RESPONSIBILITIES:• Should have the zeal in achieving targets & selling ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...

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 ...