HNI Relationship Manager
4 weeks ago
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
- Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.
- Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
- Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).
- Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI.
- Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
- Promote the organizations research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
4. Customer Satisfaction.
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SmartQ | Relationship Manager
3 days ago
Anand, India SmartQ Full timeAbout SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...
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Relationship Manager
5 months ago
Anand, India Tata AIA Life Insurance Full timeJOB DESCRIPTION Position Overview Position Title Cluster Manager Department IDFC First Level/ Band Manager - 401 Role Summary : Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers...
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Relationship Manager
3 months ago
Anand, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP1. Experience with LAP Business vertical in earlier assignments2. RM Must have Exp. In sourcing business from DSA Channel3. Work location and local market Exposure4. Responsible for processing loan5. Responsible for monthly Login activities and disbursals as per target...
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NRI Account Acquirer and Relationship Manager
3 weeks ago
Anand, Gujarat, India DBS Bank Full timeJob SummaryWe are seeking a highly motivated and results-driven NRI Account Acquirer and Relationship Manager to join our team. As the face of our bank, you will be responsible for acquiring new NRI accounts from various sources, including branch catchment areas, existing client referrals, and leads shared by our central team.About UsDBS Consumer Banking...
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Sr. Executive
2 weeks ago
Anand, India GlobalCISO Leadership Foundation Full timeAbout Us: The GlobalCISO Leadership Foundation is dedicated to empowering Chief Information Security Officers (CISOs) through education, collaboration, and leadership development. We strive to build a global community of cybersecurity leaders committed to safeguarding the digital landscape.Role Overview: We are seeking a dynamic and experienced Senior...
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Branch Operations Executive
6 months ago
Anand, India A2Tech Consultants Full time__________________________________ **_JOB TITLE/GRADE_** : Branch Operations Executive / Sr. Executive - __________________________________ **_PROFILE _**: - _ - Preferred Qualifications : Graduate & NISM Certified - Preferred Experience : 1-2 years in an AMC preferably Ops/Customer Service - __________________________________**_SKILLS _** - _ - Knowledge...
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Relationship Executive
2 weeks ago
Anand, India 7 Sports Academy Full time**Relationship Executive (Female only)** We are looking for a Receptionist to manage our front desk on a daily basis and to perform a variety of administrative and clerical tasks. **Responsibilities** - Greet and welcome guests as soon as they arrive at the academy - Direct visitors to the appropriate person and office - Answer, screen and forward incoming...
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Sales Manager
3 weeks ago
Anand, India Long Road Transportation LLC Full timeJob descriptionPosition Overview:As a Sales Manager, you will play a pivotal role in driving revenue and expanding our customer base. You’ll develop and execute sales strategies, manage a sales team (if applicable), and build relationships with clients to help them meet their transportation needs. This is a remote position, perfect for a highly motivated...
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Wealth Management Advisor
2 weeks ago
Anand, India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
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Customer Relationship Officer
6 months ago
Anand, India NJ India Invest Full timeJob description **Primary role** - MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. - TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. - ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) - ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. - NJ ACCOUNT REGISTRATION...
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Sales Manager
3 months ago
Anand, India Quess Corp Limited Full timeWe are seeking a self-driven and proactive Sales Manager with a proven track record in a domestic sales role within the Indian GCC (Global Captive Center) setup. The ideal candidate will have extensive experience in growing businesses with global captives, combined with strong account hunting and farming skills. This role requires a technology expert...
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Regional Sales Manager
2 months ago
Anand, India Awign Full timeJob OverviewPosition Overview:As a Regional Sales Manager, you will be responsible for driving sales growth, new customer acquisition and market penetration within a designated region (Mumbai / Bangalore). You will develop and execute strategic sales plans to acquire new clients and deepen relationships with existing ones.Key Responsibilities:Sales...
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Junior Business Development Manager
4 weeks ago
Anand, India BU Consultants Full timeJob Title: Junior Business Development ManagerLocation: RemoteType: Full TimeAbout Us:BU Consultants is a dynamic and forward-thinking consulting firm specializing in comprehensive IT solutions. We are seeking a highly skilled and experienced Business Development Manager to join our team and manage relationships with our IT vendors.Job Description:The Junior...
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Media Manager
5 months ago
Anand, India Fulcro Full timeFulcro's Mumbai office is on the hunt for a dynamic Manager Paid Media. If you're passionate about media planning and buying, digital strategy, social media, marketing, and campaign management, this is the role for you!Location-Andheri, MumbaiJob Description:Spearhead paid media strategies alongside comprehensive digital marketing management.Cultivate robust...
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anand, India HDFC Bank Limited Full timeMega Walkin Interview for Relationship Manager Agri. Dairy for Ahmedabad & Anand Vacancies on 25th Nov. & 26th Nov. 2024About the CompanyHDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995.On April 4, 2022 the...
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Talent Acquisition Manager
2 weeks ago
Anand, India Torque Communications Full timeLocation: MumbaiTorque Communications (torquecommunications.com), an agency with a rich history of 20 years, is looking for HR Manager to join our team. The role is of a recruitment specialist who will also work on other Human Resources functions as well as manage and execute administrative functions for the Mumbai office. The role will report in to the...
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Zonal Business Manager
2 weeks ago
Anand, India Piramal Capital & Housing Finance Limited Full timeCAs or MBAs with 12 - 15 years of experience Banks or NBFCs managing real estate developer finance or construction finance. Avg ticket size 30Cr - 50Cr Should have strong relationships across the developer community in North region.Should have worked in an origination / acquisition role and have held prior senior leadership position in Banks / Financial...
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Sr. Manager
2 months ago
anand, India Isprava Full timeKey Responsibilities:Manage and oversee contracts across all trades, including Civil, MEP, and Finishes.Analyze financial aspects of projects, ensuring budget compliance and cost control.Collaborate with project management teams for effective site execution.Develop and maintain vendor relationships to enhance project delivery.Conduct pre- and post-contract...
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Sales Manager
4 weeks ago
Anand, India Ad bullet Full timeJob Summary:We are seeking an experienced Business Development Executive with a strong background in Sales and proven skills in client acquisition. The ideal candidate will play a pivotal role in expanding our client base by identifying, pursuing, and securing new business opportunities in the digital marketing space. This role is ideal for a driven,...
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Product Implementation Manager
2 days ago
Anand, India IBS Software Full time• 12+ years’ experience in project management, rollout and management of out-of-the- box solutions globally. • Project/Program training and certifications (PMI/SAFe 5.0/Prince II, PMP). • Work closely with stakeholders to develop an in-depth understanding of their team, products' objectives • Manage project expectations through regular meetings,...