47 Job openings found

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 ...

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 ...

Role DescriptionAre you a dynamic sales expert with experience in fire, marine, Engineering & liability insurance product? We are looking for passionate individuals to drive growth in the SME insurance Market. Job Description – Business Development Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...

We have opening for Branch Manager/Branch Head - Enhancement of Deposit pool from Customers- Establishing standards and delivery of service- Sale of non-deposit products. Cross-selling targets progressively- Fee Income- Branch Administration- Regulatory Compliance- Manage productivity and overall morale of branch team members- Overall responsible for break-even and P&L of branch- Overall ...

ROLE SUMMARYHandles serious clients, builds trust, explains project viability, prepares deal for closing. 🎯 KEY RESPONSIBILITIES* Detailed need analysis* Explain machinery capacity & ROI* Share proposal & commercial sheet* Guide loan documentation* Handle objections (technical + financial)* Maintain active pipeline* Prepare client for Closer 👤 IDEAL PROFILE* 3–6 years B2B sales experience* ...

Job Description   .You will drive the business by searching for affordable housing projects. You will build our product & shape our culture .You would need to ensure a WOW experience for the customers while complying with Home First's policies so you are the architect of our support system .You will be a critical ...

Key Roles & Responsibility : Prepare and maintain transfer documents for flat buyers. Maintain client records (Master Sheet/Consideration/Outstanding), track interactions, and follow up on services and payments. Coordinate between customers and internal teams to ensure smooth service delivery. Address and resolve customer issues promptly to maintain trust and long-term relationships. Collect customer feedback and suggest ...