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95 jobs found for Banking / Financial Services in Hyderabad

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  • Advising HNI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio. 2.Achieving targeted revenue & client service norms. 3. Should have an exp of 1-3yrs in Delaling NISM certified ( MUST) Client Servicing Revenue generation through new & existing online clients. Serving HNI clients through Equity & F&O Advisory. Placing Trade on ...

  • To manage the center profitability by constantly endeavoring to bring up productivity and also ensuring reduction in costs in areas deemed desirable by the management. To monitor the performance and learning development of Relationship Managers. To manage the center profitability .To monitor the performance and learning development of Relationship Managers. Experience and Knowledge on Equity/Mutual ...

  • Responsible for joint calls to sell Wealth Products, product penetration & measure productivity. Responsible for both Product Marketing & Training. Handling the full portfolio of Wealth Business includes PMS / Mutual Fund / Transfer. Monitoring HNI / UHNI clients' portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention ...

  • Multi product selling (LI, Mutual Fund, Bonds, Wealth, PMS) Responsible for Managing a team 12 Wealth managers. Responsible for tracking daily sales reports of the team, mentoring and guiding the team to achieve the set targets

  • Hi, we are hiring for Equity Dealer position for stock broking company @ Hyd. * candidate should have NISM 8 Certification * Minimum 1+ yrs in financial product direct sales * Excellent Communication skills * willing for direct customer interaction

  • JOB TITLE : Agency Development Manager FUNCTION : Agency Channel in Life Insurance JOB DESCRIPTION : Greetings from the career wings consultancy services. We Have an openings in one of the Insurance sector Designation :Agency Development Manager Package :up 3.90 lakhs +incentives Experience :2+ years of experience in to Sales Job Profile : 1,Recruiting a team of financial advisors on commission basis 2, provide ...

  • Job Description Position: Sales Manager - Tied Agency Channel, • Min Graduate with min 6months of experience in sales • 30% hike on last salary guaranteed • Max Salary 1.5 to 2.60 lacs • Required: 10+2+3 or graduates, localites, open to frontline sales • JOB DESCRIPTION: - • 1. Building Agency - Identify and recruit potential advisors (Ex: House Wife, 1. Retired Person, Students, Any Family Members, Unemployed etc). • 2. Driving Sales ...

  • CORPORATE ACTIONS & TRADING: Hands on experience on all Corporate Action activity and process all requests for Tenders, Exchanges, Puts and Conversions. Thorough knowledge on Private deals, Trading, Bank debt Amendments, Bankruptcies. Should be able to assist in Cost allocations. Working with Geneva would be an added advantage. Manage and monitor all customer accounts for Mergers, Reverse Splits, and Stock ...

  • The Service Delivery Head is responsible to successfully lead the outsourced large scale operations engaging in Financial services, Transaction processing and investor service Operations. Transform the processes with customer service enhancement, cost optimization and create high performance teams with engaged workforce. Liaison with onshore and offshore stakeholders ensuring smooth operations Major ...

  • Karvy Stock Broking Limited, an equity broking and advisory services firm provides retail stock-broking facilities. Its services have increasingly offered customer-oriented convenience which we provide to a spectrum of investors high net-worth or otherwise with equal dedication and competence. Purpose of role : To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and ...

  • The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships. Acquire new clients for Demat & Trading accounts through networking, data base and references. He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable ...

  • Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements Help customers to Execute trade online and place orders on behalf of customers Desired Skills & Experience: B.tech Should have good ...

  • Collecting and maintaining records activities 1. Timely deposit of the collected amounts in the respective dummy accounts and further raise of cash / cheque schedules for updating into respective clients account 2. To ensure timely follow up with the delinquent customers for the overdue account and subsequent updating of trails 3. To Effectively manage all customer related complaints and issues 4. To ...

  • Minimum 4+ years of exp in Health Insurance Field Responsible for recruiting IRDA certified agents Should handle the IRDA agents

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office ...

  • Responsible for deal origination, structuring, obtaining credit approvals and implementation of financial solutions for a portfolio of large corporate clients spanning the corporate banking clients ...

  • Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office & providing investment advisory through need analysis and asset allocation

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