Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Wealth Planning Officer - Agency Sales Mumbai" by email?

Alert me

FiltersFilter search results

  • City
    • (262)
    • (3)
    • (2)
    • (2)
    • (2)
    • View more »
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
  • State
    • (263)
    • (1)
    • (1)
  • Category
    • (86)
    • (57)
    • (49)
    • (22)
    • (10)
    • View more »
    • (10)
    • (5)
    • (5)
    • (3)
    • (3)
    • (3)
    • (2)
    • (2)
    • (2)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
  • Minimum Level of Studies
    • (265)
    • (264)
    • (190)
    • (189)
    • (189)
    • View more »
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (189)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (183)
    • (1)
    • (1)
  • Working Shift
    • (265)
  • Posting period
    • (28)
    • (63)
    • (81)
    • (107)
    • (130)

265 jobs found for Wealth Planning Officer - Agency Sales Mumbai

Sort by:
  • benefits of life insurance to potential customersCandidate has to come to office in morning and evening for reporting. Spend the afternoon on field building new businessUnderstand the client and pursue need based selling, suiting the customer's need and depth of pocketIn the evening, updation of days

  • Sell Life Insurance plansWork on the given leads by :Enquire leads for an interest in purchasing life insurance policiesCollect Documents from interested leadsEnsuring timely issuance of policies by resolving pending issuesAcquire New Customer by :Personal References and Cold Walk-insExplaining

  • orientation Ability to work along with the Banker to deepen and widen client relationships Aggressive and business-oriented, ability to work with the Banker team as well as Channel partners to deliver on a business plan Qualifications Wealth manager expert with experience is sale of wealth products Team

  • orientation Ability to work along with the Banker to deepen and widen client relationships Aggressive and business-oriented, ability to work with the Banker team as well as Channel partners to deliver on a business plan Qualifications Wealth manager expert with experience is sale of wealth products Team

  • products Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Ensure profitability of the portfolio: Generate high Income per Customer Regular contact

  • products Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Ensure profitability of the portfolio: Generate high Income per Customer Regular contact

  • Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement

  • Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement

  • As an Analyst you will be responsible for delivering on driving the control metrics and agenda for the Sales & Marketing P&A organization. This includes assists in upstream migrations and UATs, maintains reference data and coverage in XIB, trade investigations for front office and DMA adjustments

  • short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI

  • short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI

  • short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI

  • Experienced in Microsoft Office (including PowerPoint, Excel and Word) Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus Interest in business and economic environment Qualifications Skills: Should have managed large

  • Experienced in Microsoft Office (including PowerPoint, Excel and Word) Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus Interest in business and economic environment Qualifications Skills: Should have managed large

  • Experienced in Microsoft Office (including PowerPoint, Excel and Word) Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus Interest in business and economic environment Qualifications Skills: Should have managed large

  • products and countries. The goal is to either become a part of already established team in Mumbai or migrate FP&A activities performed across various locations globally and to consolidate them in Mumbai. Overtime, the teams would: Drive the standardization and improvement of activities to generate

  • products and countries. The goal is to either become a part of already established team in Mumbai or migrate FP&A activities performed across various locations globally and to consolidate them in Mumbai. Overtime, the teams would: Drive the standardisation and improvement of activities to generate

  • products and countries. The goal is to either become a part of already established team in Mumbai or migrate FP&A activities performed across various locations globally and to consolidate them in Mumbai. Overtime, the teams would: Drive the standardization and improvement of activities to generate

Want to receive similar jobs about "Wealth Planning Officer - Agency Sales Mumbai" by email?

Alert me
Go to Top