122 Job openings found

Role DescriptionThis is a full-time on-site role for an Underwriting & Placement (EB & Non-EB) position at in New Delhi. As part of the role, you will beresponsible for day-to-day underwriting activities, evaluating risks, and placing insurancepolicies. You will work closely with stakeholders to ensure accurate assessments andadherence to policies and ...

Overview: The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals. --- Key Responsibilities: 1. Client Financial Planning:Understand ...

Job description:- Interacting with Institutional client’s i.e MFs, Insurance Cos, Banks, FII for regular business.- Increasing revenue, votes, and ranking from Institutional clients.- Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII. Should have existing relationships with Fund house / Insurance companies/ Banks / FII.- Analyzing the market and ...

Job description:- Interacting with Institutional client’s i.e MFs, Insurance Cos, Banks, FII for regular business.- Increasing revenue, votes, and ranking from Institutional clients.- Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII. Should have existingrelationships with Fund house / Insurance companies/ Banks / FII.- Analyzing the market and suggesting ...

Job Description:1.        Acquisition of Point of sales persons/ Associates.2.        Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers.3.        Give Joint call support to all POSPs along with Direct Sales exposure4.        Accountable for Business Targets individually in sync with POSPs acquisition / activation Target.5.        Customer Relationship Management.6.        Impart Product training to POSPs acquired ...

Role Summary: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 forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...

Top Priority  for Bangalore location’s – RAJAJINAGAR, INDIRANAGAR, Yellahanka, Kanakapura Road (Bangalore )   Basic requirement Must possess a two-wheeler. Having Good networking and distribution experience in marketing and sales Should be based at the designated location and resident in the same location. Must be fluent in the local language of the base location. Preferably have a ...

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: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...