Wealth Manager/Financial Advisor/ Portfolio Relationship Manager

Relationship Manager - Wealth Responsibilities :Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets. Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products. Managing and reviewing...

The Corporate Banking Relationship Manager (RM) plays a crucial role within a bank, acting as a trusted financial advisor for corporate clients. They are responsible for building strong relationships, understanding client needs, and developing tailored financial solutions to help businesses grow and achieve their goals.Client Acquisition and Relationship...

Relationship Manager/Area Manager - Wealth/Team Management/Investment Advisor About the Role:This is a full time on site role for Area manager. The area manager will be responsible for handling team of senior RM's . The role will involve , setting and achieving sales targets, execute events for corporates and HNI clients to create product awareness and...

Apply for Relationship Manager, Career Progress Consultants in Pune for 0 - 3 Year of Experience on

Sourcing of Home loans, loans against Property, Lease Rental Discounting, Insurance and any other retail products offered by the bank through self-lead generation and with the help of branch activity. Developing, maintaining and managing relationships with business generators like DSAs, Connectors, Chartered Accountants other financial consultants....

Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (., Hootsuite, Buffer, Sprout Social, Google...

Job Title:Area Manager Wealth Management Location: Pune About Our Client: Our client is a leading wealth management company dedicated to providing comprehensive wealth solutions, asset management, institutional securities, and capital market advisory services. With a focus on prioritizing client needs, they strive to deliver exceptional outcomes at every...

Level : Senior ManagerLocation : Pune, Hyderabad PFB the JD:Market Leadership :Creates sales strategy and plans for the Client Partner's review and to be incorporated into a broader client strategy and plan.Identify and qualify add-on opportunities.Relationship Management :Executes and manages the account plan under the guidance of the client Partner.Invests...

Responsible for driving sales at designated residential project. Acquiring new customers through Channel Partners, marketing campaigns, data calling, selfgeneration, networking and referral. Attending client calls received through marketing campaigns understanding & explaining about project, ensuring diligent follow up and converting leads to site visits....

Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

The Role This position will support the Asset Management department to formulate and execute asset management strategies and plans for the real estate portfolio, including marketing strategies to optimise income and realise the highest value of our assets.Job ResponsibilitiesFormulate and implement marketing strategies to establish proper market positioning,...

Apply for Customer Relationship Manager, Tekpillar in Pune for 2 - 4 Year of Experience on

Job Description Acquiring clients through direct sales/ CA /Broker/Builder Channels. Analyze clients' financial needs. Taking Leads from tie up Builders & creating new ones.SalesCustomer ServicePost Sales Service Regular follow-ups with the Prospect customers to generate new business. Offering after sales service to customers.

Job Openings for 10 Manager sales Jobs with minimum 2 Years Experience in Mumbai,Navi Mumbai,Mumbai Nashik Highway, Thane,Mumbai Goa Highway, Ratnagiri,Mumtaj Nagar, Faizabad,Navi Peth, Pune,Insurance Coordinator,Insurance Sales,insurance sales executive,Insurance Manager,insurance sales manager,Insurance Agent,Insurance Advisor, having Educational...

Apply for Operations Manager, Career Progress Consultants in Pune for 0 - 3 Year of Experience on

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Apply for Sales Manager, Career Progress Consultants in Pune for 0 - 3 Year of Experience on

1.Engagement Portfolio / Delivery Lead for a leading bank in Europe 2.BFS domain background preferred. 3.Overall 15+ Years of IT experience 4.Managed delivery for 10+ Million portfolio / 100+ associates a. Well versed with Fixed price, T&M projects, revenue, margins, delivery models.b. Worked on anchoring proactive proposals, RFP, SOW writing, etc.c. Be able...

Job Requirements Job Title: Business Manager - Mutual Fund Sales at Fintech Blue Solutions, Pune, Maharashtra.Company Name: Fintech Blue SolutionsLocation: Pune, Maharashtra.Salary: INR 3 - 6 Lacs P.A.Employment Type: Full Time, PermanentJob Description:Are you ready to take your career to the next level in the exciting world of Mutual Fund Sales? Join us at...

Life on the team Are you passionate about Service Delivery and ready to explore your capabilities?We are a rapidly growing team, and we support India, managing various IT Infra End-user, Datacentre operations/ refresh projects/ programs. We provide a platform which lets you explore and utilize your talent and skill into Project management. If you are excited...