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  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • planning also to ensure a one-point relationship for the client. To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance

  • 1.Will be responsible for acquiring Preferred clients (HNI/UHNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments. 4. Comply with KYC/SEBI rules ...

  • as per company policy. To liaise and maintain symbiotic relationships between internal groups and departments Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency

  • Acquisition of new clients (Demat / trading a/ cs: Equity/ Commodity / Currency). 2. Selling Investment product like Demat A/ c, Mutual Fund, PMS, Life Insurance. 3. Holding & Participating in events for lead generation activities. 4. Maintaining client relationship. 5. Generating references from

  • Email Statements etc as per customer profile / needs / preference Central Initiatives Maintaining portfolio health i.e. Account activation & balance maintenance Ensure action on central triggers / customer service initiatives Educational Qualifications (examples listed below) Graduation ...

  • activities. 4. Maintaining client relationship. 5. Providing prompt and quality broking services to clients and channel partner. 6. Remain update about the latest investment products and market trend. 7. To guide the client about the suitable investment / trading products as per clients profile. 8. To ensure

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach

  • ​ involves acquisition of Trade (Export / import) clients, and they maintain the relationship for 1 year 2.Requires good communication and client engagement skills

  • , Distribution Business through Retail / HNI Clients. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations. Require candidates from Banking ...

  • through Retail / HNI Clients. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations. Require candidates from Banking ...

  • Forex, Commodities, Wealth Management, Distribution Business through Retail / HNI Clients). 3. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations ...

  • business reviews with team, to ensure business strategies are executed. Team management & grooming of the team to achieve their respective targets. Understand competitive landscape and market dynamics and provide necessary feedback to product teams . Managing the delinquency of the business sourced

  • and act proactively to ensure seamless productivity. You will be responsible for driving exceptional relationship development and significant revenue expansion with existing clients. Responsibilities Monitor Service Level Agreements based on predetermined metrics Responsible for sending Service Recovery

  • We have opening for Asst Relationship Manager / Relationship Manager , Candidates will be required to sell Metlife Insurance to bank customers either through bank walk-in client or calling & visiting bank . The leads are given by the PNB Bank

  • New Business Process Re-engineering Reporting / Audit Underwriting Relationship Management Vendor Management Will be majorly responsible for Quality & Risk Management ...

  • of detail, and summarizes complex issues succinctly. Manages internal and external relationships in support of program. May contract and manage vendors. May provide consultation on complex low to medium scale projects that integrate into an organized program. Creates, maintains & distributes routine PMO

  • function Experienced in managing clients, teams and hiring Vendors for bulk /mass hiring Responsible for managing recruitment drives independently Strong negotiation and strategic thinking skills Ability to think innovatively for strategies to address open positions Guide and mentor team members through

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