Acquisition Wealth Manager

Apply for Business Developement Manager ,client Acquisition Manager, STRATEFIX PROFESSIONAL PRIVATE LIMITED in Ahmedabad ,Surat for Year of Experience on

Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints &...

You will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates.The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...

JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

Education: Graduation / Post-Graduation (Min Graduation)Location Preference: Local candidate or any other city or state preference: Local as per locationCommunication Skills: Must be presentable, Good command on vernacular and English languageLanguages Known: Hindi, Gujarati, EnglishKey Competencies (Knowledge, Skills, Attitude & Behavior): Real estate,...

Business Banking Manager / Sr. Manager , in Gujarat.Full TimeAhmedabad, Morbi, Rajkot, SuratJob Location: ( Ahmedabad, Rajkot, Surat Morbi, )Job Role:Directly responsible for acquisition of Trade & Forex clients through open market / New Business Development. To achieve overall business targets on volumes and profitability from the ECG customers. Responsible...

Role & ResponsibilityLead Generation and ProspectingClient Relationship ManagementCross-Functional CollaborationNetworking and Industry EngagementThe Business Development Manager is responsible for driving company growth by identifying new opportunities, nurturing client relationships, and implementing strategies to increase revenue.Develop and execute...

Opening for Branch Manager / Deputy Branch Manager in Gujarat LocationLocation: Ahmedabad, Baroda, Botad, Mehsana, RajkotDesignation: Branch Manager / Deputy Branch ManagerEducation: Graduate / Post GraduateExperience: 7 to 14 Years overall Experience with at least 3 years of work experience in Branch handling Role in the Banking IndustryJob...

Date:Job title: INTERNATIONAL SALES & MARKETINGReporting to: Senior Management of the companySalary: 3.5 – 4.5 lac P/AIncentives- based on the given sales targets.Bonus- based on achievement of the given sales target.Hours: Full Time (9.30 AM to 7.30 PM)Location: 244B, Sarsa Patiya Village Kanera Tal. Kheda Dist. Kheda Gujarat Purpose of the position:The...

Job TitleAssociate Sales ManagerExperience: 5 yearsOpening(s): 1Location: Mohali / AhmedabadDepartment: Sales and MarketingEducationUG: BTech/BE/BCA (IT/Computer Science)PG: MTech/MCA/MBAPosition SummaryYour role will be to seek new business opportunities by contacting and developing relationships with potential customers in the U.S., Canada, UK, Ireland,...

We are looking for a dynamic Marketing Manager to drive end to end requirements for our business needs.What you'll be doing: Evaluating and developing our marketing strategy and marketing plan. Crafting strategies for all Marketing teams, including Digital, Advertising, Communications and Creative Preparing and managing monthly, quarterly and annual budgets...

Head - Enterprise Sales This is regarding the job opening for Head of Enterprise Sales with IT based CompanyLocation: AhmedabadExperience:10+ YearsJob Role: At least ten years of experience leading enterprise sales teams, with a track record of surpassing targets and creating highachieving teams. Proven track record of starting and growing sales teams in the...

About the internship:Selected intern's day-to-day responsibilities include: 1. Build contacts with potential clients to create new business opportunities2. Keep prospective clients' database updated3. Make cold calls for new business leads4. Support in writing new business proposals5. Maintain knowledge of all product and service offerings of the company6....

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- Revenue generation through cross sell of business banking and- wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.- Ensure quality of sourcing by acquiring Potential Wealth Clients.- Acquiring...

Company DescriptionBlusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and...

Company Description Blusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and...

Company Description Blusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and...

Company Description Blusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and...

Company DescriptionBlusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

Job Description: Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development.

Roles and Responsibilities Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.Achievement of New Wealth Customer ID Acquisition Target.Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold,...

**The Role** - Consultative Sales to Large/Mid-Size Corporate in Gujarat. - Responsible for developing new clients and ensuring consistent flow of new revenue for the company. - Manage & build relationships with existing clients for upselling new products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities,...

Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...

Apply for Business Developement Manager ,client Acquisition Manager, STRATEFIX PROFESSIONAL PRIVATE LIMITED in Ahmedabad ,Surat for 7 - 12 Year of Experience on TimesJobs.com.

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the...

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s...

Join Indias Leading Bank & boost CASA!Attract new customers convert leads & contribute to our successas a Premium Acquisition Manager. Job Responsibilities: Prospect &acquire: Generate leads & convert them to Current & SavingsAccount (CASA) customers. Nurturerelationships: Build trust deliver exceptional service & ensurecustomer satisfaction. Crosssell...