37 Job openings found

Job Summary: We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...

Description:   Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

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 ...

It is a BSE Debt Listed Company.It aims to be a one-stop investment solution for all types of investors, providing a comprehensive range of products including Fixed-Income Securities, Listed Equity, Real Estate, Unlisted Equity, Mutual Funds, and more. Generating consistent returns for over 8 years in the industry. Pool of Investors ...

    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 & ...

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 ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Job Title: Relationship Manager – Trading & Demat Account Opening 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 On boarding: should be able to on board clients digitally. (DEMAT- Accounts) Market Research: Stay updated on financial ...

Department Wealth Management Position Executive--Business Development Primary reporting authority Team Leader/Relationship Manager Secondary reporting authority Director Required Qualification I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years (Age 24-30 Years)  Location Mumbai           Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...