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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 ...

  • Is responsible for Acquisition of new Preferred customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Responsible for Portfolio management and wealth management ...

  • We have hiring for trade -RM for Hyd -Should have min 2yrs experiences in Trade and forex -Branch wise BB TEAMS (both consumer & commercial) & other departments (salary, unsecured loans, cards etc ...

  • 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

  • HIRING for RELATIONSHIP Manager - DEALER Job DescriptionAs part of the dealing team you are responsible to: Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.Key Performance Indicator Client Relationship Managemento Responsible to generate brokerage primarily through advising clients on ...

  • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through external individual efforts and acquisition channel. Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product ...

  • 1. Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3.To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. 4. Responsible to ...

  • 1. Acquire quality clients through networking, data base, market intelligence and references from existing clients. 2. Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing. 3. Generating Leads through cold calling and references. 4. Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial ...

  • 1. Providing the clients with sound knowledge regarding the products of the company and convincing them to opt for the most beneficial product. 2. . Provide information of new IPOs, Mutual funds, Mutual Fund New Funds Offers (NFOs), Fixed Deposits to brokers. 3. Responsible for acquisition of new brokers for growth of new business. 4. Timely coordinate with broker & update current market scenario. 5. Manage the ...

  • 1. Providing the clients with sound knowledge regarding the products of the company and convincing them to opt for the most beneficial product. 2. . Provide information of new IPOs, Mutual funds, Mutual Fund New Funds Offers (NFOs), Fixed Deposits to brokers. 3. Responsible for acquisition of new brokers for growth of new business. 4. Timely coordinate with broker & update current market scenario. 5. Manage the ...

  • * 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 ...

  • 1. Acquire quality clients through networking, data base, market intelligence and references from existing clients. 2. Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing. 3. Generating Leads through cold calling and references. 4. Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial ...

  • 1. Acquire quality clients through networking, data base, market intelligence and references from existing clients. 2. Generating Leads through cold calling and references. 3. Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. 4.Introduce new clients to Relationship Manager Dealing for hassle free transactions and trading services. 5 ...

  • The candidate is responsible for Acquisition of new customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Responsible for Portfolio management and wealth management ...

  • The candidate is responsible for Acquisition of new customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Responsible for Portfolio management and wealth management ...

  • The candidate is responsible for Acquisition of new customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Responsible for Portfolio management and wealth management ...

  • 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 with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by ...

  • 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 with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by mobilising ...

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