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  • Desired Profile: Handling Casa & TPP. Candidate should have experience in wealth products & Portfolio Management. Exposure with Mutual fund, AMC, Broking and Banking Industry can apply.Desired Profile: Handling Casa & TPP. Candidate should have experience in wealth products & Portfolio Management. Industry Banking / Financial Services / Broking functional Area Financial Services, Banking, Investments, Insurance Job Role ...

  • We have urgent Opening for RM-Broking Exp- 2-6 years Location: Ahmedabad * Revenue generation in terms of Brokerage * Equity dealing for client doing stock market trading sessions * Advise clients about their balance during trading sessions Industry Banking / Financial Services / Broking

  • * Acquisition & managing High / Ultra High Net Worth customers * Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements * Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual ...

  • Primary Location: India,Haryana,Faridabad Education: Bachelor's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 25 % of the Time Job ID: 16063672 Description Review CitiGold customer needs and asset allocation, proactively engage

  • Primary Location: India,Delhi,Delhi Education: Bachelor's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 25 % of the Time Job ID: 16065432 Description Review CitiGold customer needs and asset allocation, proactively engage

  • The candidate would be expected to bring in HNI customers to the company for Investment Advisory services provided by the co. The candidate would also have to keep the relationships for the co. and provide all req service levels as per Co. policy. Industry Banking / Financial Services / Broking functional Area Financial Services, Banking, Investments, Insurance Job Role Sales Head Keyword Investment Advisory ...

  • functional Area Sales, Retail, Business Development Job Role Sales Executive/Officer Keyword Cross Selling third party products Business Development wealth management wealth hni client handling hni sales Preferred RM preferred relationship manager preferred senior relationship manager Job Type Permanent

  • Analytics & Business Intelligence Job Role Business Analyst Keyword Relationship Management Cross Sales Dealing Broking NCFM RM equity dealer dealer terminal operator nism Job Type Permanent

  • *Acquiring new clients for Demat, Commtrack, equity, commodity ,currency Trading accounts through networking, data base and references. *Most relaxed targets in the Industry *Meet Non-Trading Customers and activate them. Industry Banking / Financial Services / Broking functional Area Sales, Retail, Business Development Job Role Sales/Business Development Manager Keyword Demat Equity Currency Trading Business ...

  • Candidates preferred from Banking Industry only. HNI Background,Wealth Background. This person would take care of Delhi NCR. Major team handling role. Candidates preferred from Banking Industry only. HNI Background,Wealth Background. This person would take care of Delhi NCR. Major team handling role. Industry Banking / Financial Services / Broking functional Area Sales, Retail, Business Development Job Role ...

  • we are looking for candidates who are currently working with banks in the CASA Dept or who are currently working in the broking houses, Acquisition,retention of client. we are looking for candidates who are currently working with banks in the CASA Dept or who are currently working in the broking houses, Acquisition,retention of client Industry Banking / Financial Services / Broking functional Area Sales ...

  • Acquisition & managing High / Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual ...

  • Sourcing SME Clients Maintaining close relationships with the clients Cross selling them working capital products Grow Average Trade Assets & Contingents Grow Average CASA & OPAC Deepen, broaden and selectively grow client relationships. Leverage the network more effectively Achieve greater than Achieve minimum 5 referrals & 1 conversion Maintain average multi product ratio and multi market ratio as per ...

  • Primary Location: India,Karnataka,Bangalore Education: Master's Degree Job Function: Product Management Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 25 % of the Time Job ID: 16066727 Description About Citi Commercial Bank Citi Commercial Bank (CCB) in India

  • Work on assigned leads and generate referrals from every visit that made to customer Achieve sales targets as assigned by the organization month-on-month basis. * Two wheeler & Good Communication is must * Age -21 to 28 years * Insurance / Banks - 1yr of Direct Marketing/Sales experience * MBA Fresher from Finance or Marketing ( Localities ) Industry Insurance functional Area Financial Services, Banking, Investments ...

  • Job Description: 1. Accountable for acquisition of High net worth clients 2. Responsible for identifying customer needs and assessing t heir risk appetite 3. Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market. 4. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and ...

  • 1. Accountable for acquisition of High net worth clients 2. Responsible for identifying customer needs and assessing t heir risk appetite 3. Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market. 4. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth ...

  • 1. Accountable for acquisition of High net worth clients 2. Responsible for identifying customer needs and assessing t heir risk appetite 3. Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market. 4. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth ...

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