47 Job openings found

    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 & ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

Should be from broking industry and should have experience in onfield sales. Job Description:1.         Acquisition of Point of sales persons/ Associates.2.         Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of differentInsurers.3.         Give Joint call support to all POSPs along with Direct Sales exposure4.         Accountable for Business Targets individually in ...

Job Description The Placement and Corporate Relations Officer is responsible for driving corporate outreach and facilitating job placements through strategic relationship building and business development. This role demands a sales-driven approach to expand employer networks, promote institutional programs such as EDPs/MDPs, and ensure high placement success for candidates. A strong background in corporate ...

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 ...

💼 Position: Service Advisor (Relationship Manager) 💰 CTC: ₹18,000 – ₹30,000 per month (Based on experience & skills) 🧰 Job Description: We are looking for an energetic and customer-focused Service Advisor (Relationship Manager) to join our Service Department at Pratik Automobiles.The ideal candidate should have strong communication skills, a customer-first attitude, and a ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

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 ...

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 ...