Roles and Responsibilities: Empanelment of Independent Financial Advisors (IFAs) Managing relationship with IFAs Servicing IFAs and their customers To act as a bridge between the Distributor and our backend team Should drive sales promotion, Road shows, joint calls with IFAs and should carry out all Must have: AMFI certified Channel management experience Good at IT skills Knowledge of local language If ...
Urgent opening for Relationship manager Location - Vile parle Company name - Grovalue We are looking for someone who has experience with Loan, mutual funds, Insurance. Urgent opening for Relationship manager Location - Vile parle Industry Banking / Financial Services / Broking functional
Hi Greetings from Live Connections, Leading MNC Bank for Premier RM Responsibility: Manage the relationship of premier customers by acting as their one touch contact point. Portfolio management and wealth management using mutual funds. Industry Banking / Financial Services / Broking
active participation in business development efforts. Industry Banking / Financial Services / Broking functional Area Financial Services, Banking, Investments, Insurance Job Role Branch Manager Keyword Sales HNI Branch Management Broking life insurance MF securities mutual fund wealth
to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process. Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc. Solutions Mutual
Achievement of Targets: To ensure that the targets in terms of recruitment of Partners, Net Sales, SIP Sales. 3) Execution : To Foresee the execution of the planned activity. 4) Recruitment of the Management Trainees : To undertake the activity to ensure that the targeted management trainees are recruited. 5 ...
regulatory approvals / licensing like approval for Business Correspondent, AMFI Registration for distribution of Mutual Funds, Corporate Agency licencing for Insurance Products etc. the various lines of products/ service managed by this team will include deposit products from full service banks, investment