29 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 ...

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 ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Job Title: Sales Executive – Trading & Demate Account Opening **Location: Nariman Point, Mumbai **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 Onboarding: Facilitate digital onboarding of clients for Demat Accounts. * Market Research: Stay ...

Job Role- Advisor Location - Pune, Ludhiana, Ahmedabad Pune-2 opening Ludhiana, Ahmedabad-1 opening Age Bracket-32-44 years- pune , Ludhiana 32-44 years- Ahmedabad   Mandatory Requirements:1. Proficiency in English & Regional language is preferred (Not Mandatory)2. Sales Experience (Inside sales, B2C, concept selling, HNI sales) 3. Male Candidates 4. Strong communication and interpersonal skills.

    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 experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...

Planning, scheduling & coordinating appointments & meetings, providingreminders, maintaining & updating diary of daily commitments & weeklycalendar on a proactive basis. Interacting with & rendering assistance to select HNI & VIP customers,coordinating certain critical Outdoor Catering & party Orders, VIPreservations, etc. Receiving calls, taking messages, screening & prioritizing calls & ...

 Planning, scheduling & coordinating appointments & meetings, providingreminders, maintaining & updating diary of daily commitments & weeklycalendar on a proactive basis. Interacting with & rendering assistance to select HNI & VIP customers,coordinating certain critical Outdoor Catering & Party Orders, VIPreservations, etc. Receiving calls, taking messages, screening & prioritizing calls ...

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 ...

  Major Accountabilities: Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...