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  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • Job profile: 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing ...

  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • 1) Acquiring and servicing clients. 2) Handling relations with existing clients and business leads Generated from them. 3) Developing new business opportunities for company by achieving the sales target. 4) Generating Brokerage 5) Maintaining a good relationship with the client and sustaining them with the company. 6) Cross selling financial products (MF, FD, Bonds, Insurance ) 7) Trading and Dealing on behalf of ...

  • Look for candidates having experience in general wealth products such as mutual funds. Candidates should be from NBFCs Should have their own client book in Mumbai and must have skills to generate revenues capable of fixing first meeting with HNIs Industry Accounting / Finance functional Area

  • planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers

  • planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers

  • planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers

  • planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers

  • functional Area Accounts, Finance, Tax, Company Secretary, Audit Job Role Finance Executive Keyword Sales Operations Financial Planning Finance Hni Client Handling Wealth Product account management Client Management Business Development Product knowledge lead generation Sales & Marketing financial product

  • and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients

  • Responsible for servicing And Acquiring HNI Clients -Maintaining healthy relationship with existing Clients generate leads from them Advise them on investments and trading -Cross selling of financial products (Mutual Funds, insurance, Bonds etc ...

  • Responsible for servicing And Acquiring HNI Clients -Maintaining healthy relationship with existing Clients generate leads from them Advise them on investments and trading -Cross selling of financial products (Mutual Funds, insurance, Bonds etc ...

  • Responsible for servicing And Acquiring HNI Clients -Maintaining healthy relationship with existing Clients generate leads from them Advise them on investments and trading -Cross selling of financial products (Mutual Funds, insurance, Bonds etc ...

  • We are hiring for Wealth manager and Sr. RM for one of the top financial industries @ Pune Locations. CTC : 3 -12 L Looking people from any financial industries ...

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