128 Job openings found

Position: Relationship Manager – Corporate Alliances About the Role: We’re looking for a passionate, well-connected, and driven Relationship Manager to lead corporate partnerships for our Advance Salary Program – a flagship initiative under our Employee Wellness Solutions. If you thrive in B2B relationship building, have strong ties with HR leaders, and ...

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 ...

Role Overview The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

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 ...

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 ...

The ideal candidate will be responsible for overseeing dailyoperations, ensuring a high level of customer service, managing sales targets, and leading a teamto deliver an exceptional in-store experience for our clients. This is an exciting opportunity for amotivated professional to contribute to the growth and success of a leading jewellery ...

Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...

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 ...

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 ...