3 Opening(s)
4.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 7.00 LPA
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 ...
2 Opening(s)
4.0 Year(s) To 10.0 Year(s)
3.40 LPA TO 6.00 LPA
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 ...
3 Opening(s)
2.0 Year(s) To 10.0 Year(s)
2.40 LPA TO 4.20 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
1.44 LPA TO 1.80 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
1.80 LPA TO 3.20 LPA
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 ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
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 ...
3 Opening(s)
5.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 15.00 LPA
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 ...