3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
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 ...
3 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Preferred Industry: Merchant Banking, Investment Banking, Capital Market
About the Role
We are looking for a Business & Partnership Lead to drive outreach, build lasting relationships with advisors and intermediaries, and convert these relationships into active business opportunities. This is a relationship-first role focused on engaging the right people, understanding their business, ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 3.50 LPA
We are urgently hiring for the Role of Customer Support at our Real Estate Company at our leading Real Estate Industry at Belapur, Navi Mumbai location.
Key Responsibilities:
-Respond to client inquiries via phone, email, and chat regarding property listings, appointments, and general real estate questions.
Birthday Calls / Email / SMS/ Marketing calls/ WhatsApp responses
Password ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...