24 Job openings found

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...

Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling.   Job Profile: Lead will be provided by the company. Should have experience in Mutual Fund. Experience in Client portfolio management and HNI client handling. Relationship Management.   Salary: As per Industry Norms+ Sales Incentive  + Traveling Allowance. Job Location: Kharghar Qualification: Any Gender: Male/Female

We have an urgent opening for the position of  Sales Executive  for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on market The proper information to clients of a transaction at a specific interval. Strive towards achieving the individual goal and thereby the ...

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...

We have an urgent opening for the position of  Operations executive for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Client servicing and back-end operations support for Direct clients Online/offline transactions execution, tracking, and reconciliation Handle client queries related to transactions Provide transactional support to clients Manage other activities i.e. Daily business MIS, Excel sheet, etc.   Desired Candidate Profile Ideal ...

Client Info: The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...

    Please find the details for the same:-   Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Job Type: Permanent. Weekly Off: Sunday. Salary: As per company norms. Experience:  Freshers. Qualification: Graduate. Gender: Female. Vacancy: 1   Job Profile: Handling Data Entries. Handling Walkin clients. Doing back office work in Mutual Fund. Filling forms.   Candidate’s Profile:    Hard Work.  Dedicated to work.  Go getting attitude.  Good/Fluent Communication Skills. Smart and Presentable.   Company Profile: ...

Description: We have an urgent opening for the position of Junior Executive for a reputed company at the Ghatkopar location. Responsibilities: Marketing and Branding of Products and Company Responsible for the proper marketing of various products offered by the company and the Branding of the Company Driving New Business from our existing clients for various financial services Back-end work ...

Design infographics and creatives to communicate various messages related to fund or program—invites, e-mailers, social media posts, magazine, PPT slides etc.   Experience and Qualifications Design degree or experience of working with design companies in the past. Should be experienced in Designing Magazines (30 - 40 pager) Previous experience in the Mutual Fund or BFSI domain will get ...

Responsibility: Design infographics and creatives to communicate various messages related to fund or program- Invites, e-mailers, social media posts, magazine, PPT slides etc.Experience and Qualifications: Design degree or experience working with design companies in the past. Minimum 2-4 years of professional experience in graphics design. Previous experience in the mutual fund or BSFI domain ...