33 Job openings found

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...

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 & ...

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 & ...

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 ...

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 & ...

Sales & Revenue Growth Drive sales of residential units and achieve monthly/quarterly targets. Manage end-to-end sales cycle from lead generation, site visits, negotiations, and closures. Develop and execute strategic sales plans for luxury projects. Guide clients through product offerings, pricing, payment plans, and documentation process. Client Relationship Management Build and maintain strong relationships with HNI/ UHNI clients. Deliver exceptional customer experience through personalized engagement ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

As a BSM you will be responsible for driving branch-level business growth, managing a sales team, and achieving targets across banking and third-party financial products like CASA, loans, insurance, mutual funds, and investments.   Drive branch sales and revenue growth Achieve targets for: CASA (Current & Savings Accounts) Loans (personal, business, etc.) Mutual Funds, Insurance, and ...