148 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 ...

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 ...

  Role Overview The Executive / Sr. Executive – Pre Sales will act as a single point of contact for customers from the pre-sales stage until booking/registration. The role involves handling customer interactions, coordinating with internal sales teams, managing client relationships, and ensuring seamless communication to support sales conversions. Key Responsibilities Customer Engagement & ...

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 ...

Location: 47 48, Anandapur Rd, Mundapara, Karimpur, West Bengal 700150 Kolkata Experience: Minimum 5 years in sales, client relations, or event management in the hospitality or events industry. Salary: 45,000 INR + performance-based incentives. About BBG BBG is a one-of-a-kind venue that fuses the rustic charm of a farmhouse with minimalist modern elegance. ...

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 ...