49 Job openings found

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

  Manage assigned bank branches/POS and generate business through channel partners Drive Demat account opening, margin funding & broking revenue Conduct client meetings, branch visits & partner training sessions Ensure client activation and first trade conversions Support branches with sales activities, campaigns & product awareness   Requirements: Graduate / MBA preferred Minimum 2+ years experience in BFSI / Broking ...

Make outbound calls to prospective customers and leads generated through digital campaigns, referrals, events, and promotions. Educate customers about Gauneeti's A2 Milk, A2 Bilona Ghee, dairy products, wellness products, and subscription plans. Convert inquiries into trial orders, subscriptions, and repeat purchases. Follow up with existing customers to increase retention and cross-selling opportunities. Maintain customer ...

Description:   The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

  Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

Manage overall branch banking operations and performance Drive business growth across CASA, liabilities, assets, insurance, and wealth products Achieve branch sales and revenue targets Lead, train, and manage branch staff and sales teams Acquire new customers and deepen existing customer relationships Ensure excellent customer service and grievance handling Monitor branch profitability, productivity, and operational efficiency Ensure compliance ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Manage overall branch banking operations and performance Drive business growth across CASA, liabilities, assets, insurance, and wealth products Achieve branch sales and revenue targets Lead, train, and manage branch staff and sales teams Acquire new customers and deepen existing customer relationships Ensure excellent customer service and grievance handling Monitor branch profitability, productivity, and operational efficiency Ensure compliance ...