23 Job openings found

Job Title: Relationship Manager – Corporate Treasurer Education: MBA (mandatory) from a reputed institution Role Overview: We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual ...

We are seeking a proactive Business Development Manager with experience in insurance, mutual funds, SIPs, broking, and NRI sales. The role involves identifying and acquiring new clients, especially NRIs, and promoting tailored investment solutions. The ideal candidate should have 3-5 years of proven success in BFSI sales, strong communication skills, ...

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 ...

    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 & ...

ob Profile: Full Stack Java Developer Functional Area: IT Software – Application Programming, Maintenance Industry (Domain)Type: Mutual Fund, Insurance, Exchange Transaction Work Timing: As per client policy Work Days: 6 days a week(It may differ as per client policy) Education: Any Graduate / Post Graduate / Masters Job Description: 1) Software Coding as per ...

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

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 ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

Preferable Product : Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )     Preferred Skill Set: -    Experienced Sales Team leader -    Logical and analytical approach to Sales -    Can lead a Team of 10 to 15 RMs -    Convincing power -    Can develop the Team ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...