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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 are looking for RM/BM -Hoshiarpur location for RBB. Candidate should have 3 years Banking experience. Candidate should be Graduate ...

  • We are looking for RM/BM -Hoshiarpur location for RBB. Candidate should have 3 years Banking experience. Candidate should be Graduate ...

  • 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 ...

  • Candidate should possess good experience in Commercial banking. He/She should be from Sales background. Will be responsible for acquiring new wholesale trade finance customers along with achieving assigned business budgets for RTFX products. This group also focus on increasing banking business from corporate banking clients. Experience into banking is must ...

  • * 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 ...

  • Advisory skills- Ability to advice the clients from time to time based on the research advices and maintain professional relations with them. Acquisition of new clients and activation of inactive clients as per budgeted target. Play an active role in generating brokerage/revenues as per annual budgets of the branch. Maintaining active database of clients/ prospective clients / delivery based clients. To ...

  • job description ?Retail Sales AMCBenefits?MNC AMCClient Introduction?MNC AMC

  • 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 ...

  • Achieving sales target for D Mat Account and other products. Generating leads through cold calling Pitch clients for Demat Account Generate brokerage through clients Maximize the revenue by pitching clients Maintaining client portfolio and generating leads Collection of Margins from the Clients

  • 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 ...

  • RO: 3 years of relevant financial sales exp CTC for RO: up to 4.50LPA RM: 5-6 Yrs of relevant exp into financial sales CTC for RM: up to 6.75LPA Exp: 5 yrs of exp into high value current account CTC for BBRM: up to 7.50LPA

  • RO: 3 years of relevant financial sales exp CTC for RO: up to 4.50LPA RM: 5-6 Yrs of relevant exp into financial sales CTC for RM: up to 6.75LPA Exp: 5 yrs of exp into high value current account CTC for BBRM: up to 7.50LPA

  • ole Summary: The role of a Relationship Manager is one of the most important roles in the organization. From acquiring a customer to maintaining a healthy relationship, the RM will be responsible for all aspects of client relationship. The selected RM will get the opportunity to work with schools Minimum 2 years of experience in financial sales

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

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