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. Product basket Mutual Funds, Direct
Job Responsibilties 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. Product basket
Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients
Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities . Acquiring and managing Resident and NRI clients . Collaboration with product specialists to ensure engagement of clients with superior and tailored
Experience - 1 to 4 years Â· An absolute Acquisition role, i.e. the candidate would be required to hunt the market to acquire new corporates to open the salary accounts with Bank Â· 20-30% of job role would be to cross sell oth
the Orphan Base of Customers allocated. 2. Leads support will be provided. 3. Ensuring timely issuance of policies by resolving pending etc. Relationship Management: 1. Render service to all allocated customers 2. Adhere to the customer touch-point engagement in order to service his portfolio
ob Description Job Description Send me Jobs like this Job Description To generate leads & Identify decision makers within targeted leads and initiate the sales process. To penetrate all targeted accounts and originate sales opportunities for the companys products and services. To set up and deliver sales presentations, product/service demonstrations on daily basis. To ensure systematic follow-up with ...
Job Description Job Description Job Description: Our sales professionals focus on face to face sales presentations as they provide our clients an opportunity to know IndiaMART & value addition IndiaMART can bring to their respective business. This position allows you to build new clients for the organization, build rapport and trust in both yourself and the company. Our top sales professionals are ...
Primary responsibility will be to manage Talent Acquisition end to end, recruitment cost effectively & attract great talent for org., responsible for TA function, PAN India, ensuring TA process & compliance, business Partner role for TIS, Service &PS
Primary responsibility will be to manage the Talent Acquisition end to end, recruitment cost effectively and attract great talent for the organization ORGANIZATIONAL RELATIONSHIPS - Reports to Director HR - This position works closely with all Departments in INSS and the business Stakeholders
ïƒ˜ Minimum work experience of 12 years with the last 5 years in a managerial role ïƒ˜ Prior experience in Reconciliation of Cash & Positions across Investment and Accounting Book of Records against Custodians ïƒ˜ Preferably with an Asset Manager, Fund Accountant and / or a Custodian ïƒ˜ Good
Responsible for fresh acquisition and maintenance of relationship with HNI clients. Wealth Management Minimum AUM of 50 Cr being managed. Avg Ticket Size of existing clients should be Greater than 2.5 crores. Responsible for acquisition of new HNI Clients. Cross selling of the MOSL baskets
Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits Good exp into wealth products, portfolio management
Arrange the meeting with director keep all records, able to handle social media , guide the office as well as have knowledge of Photoshop must be female ,person have Gud communication skill as well as have knowledge of computer and photo shop and know how to handle social media