57 Job openings found

 (Night shift Job description: Responsible for managing client’s portfolios by assessing their needs and advising themon 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. Cross selling third party ...

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 ...

  Job description: Responsible for managing client’s portfolios by assessing their needs and advising themon 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. Cross selling third party products. ...

Job 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. Cross selling third party products. Research and build relationships with ...

Job 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. Cross selling third party products. Research and build relationships with ...

Job 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. Cross selling third party products. Research and build relationships with ...

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 ...

Job Description – Client Relationship Manager We are hiring dynamic and professional candidates for the role of Client Relationship Manager. Key Responsibilities Manage and build client relationships Promote financial products and services Handle client queries and support sales activities Achieve sales and business targets Eligibility Criteria Freshers Graduate preferred (Commerce, Economics, BBA) Good communication skills MBA Freshers MBA completed or pursuing with ...