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  • & on-board them. - Getting a larger wallet share of the client. - Recommend stocks from our Research basket & Advise client on their portfolio. - Generate revenue min. 2.5X team cost. Key Inter-relationships Internal: RM/Dealers/CS/Research/RMS External: Customer Experience: 7-10years

  • customer relationship management ...

  • with respect to market. Good understanding of financial products and presentation of those to customers. Excellent customer relationship management. Excellent oral and written communication skills with clarity of thought, speech and expression. Excellent interpersonal skills ...

  • Responsible for selling Mutual fund Products and cross sell other third party products. Prospecting of customers through New client acquisition, network, data base, References and open market. Ability to inspire trust and confidence in clients. To engage clients in meaningful conversations about their finances and take active interest in their financial investments. Ability to process several inputs ...

  • Responsible for selling Mutual fund Products and cross sell other third party products. Prospecting of customers through New client acquisition, network, data base, References and open market. Ability to inspire trust and confidence in clients. To engage clients in meaningful conversations about their finances and take active interest in their financial investments. Ability to process several inputs ...

  • Eligibility: Education: Graduates/10+2 Experience: 1-2 years of experience in Insurance/Banking/Broking/other financial sector sales and marketing. Key Activities: Protfolia Management. Lead Management. Achieve the Productivity & FYP Targets Acquire New Customer through following: Natural market

  • Freshers Welcome! Eligibility: Education: Graduates/10+2 Experience: 1-2 years of experience in Insurance/Banking/Broking/other financial sector sales and marketing. Key Activities: Protfolia Management. Lead Management. Achieve the Productivity & FYP Targets Acquire New Customer through

  • targets. · Aggressive Sales call plans to acquire large prospective customers through referrals · Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment. · Responsible for generation of revenues through sale of Demat and broking and Third Party Products like PMS,AIF

  • movements and expectations with respect to market. Good understanding of financial products and present the same to customers. Exceptional customer relationship management ...

  • relationship management. Excellent oral and written communication skills with clarity of thought, speech and expression. Excellent interpersonal skills. Good Analytical Skills ...

  • Designation - Relationship Manager_HNI - Loan against Securities (Individual role) Location - Pune Experience - Min 4 to 5 years Interviews would be in 2nd week in June.Candidates from broking firm can also apply ...

  • Designation - Relationship Manager_HNI - Loan against Securities (Individual role) Location - Pune Experience - Min 4 to 5 years Interviews would be in 2nd week in June.Candidates from broking firm can also apply ...

  • Designation - Relationship Manager_HNI - Loan against Securities (Individual role) Location - Pune Experience - Min 4 to 5 years Interviews would be in 2nd week in June.Candidates from broking firm can also apply ...

  • on time and that they meet or exceed expectations Coordinate release content and effort based on the service request backlog, pending service requests, third party applications Manage relationships and coordinate work between different teams in different locations Communicate release details and schedules to the projects

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