Executive - Pre Sales - Wealth

Locations:Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, Delhi Job Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

**Role Description** It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. - This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 15...

**About vmedulife Software** vmedulife Software is providing integrated cloud LMS software used by millions of users. We have built great software and excellent client services. Now for further achievements, we are looking for more team members who are self-driven, skilled, and excited to join the vmedulife team soon. Come to work in a growing company that...

**Job Title: Pre-sales Executive** **Job Location: Vasai** **Reports to: Sales Manager/Director - Presales** *** **Job Summary**: As a Presales Executive, you will play a pivotal role in driving sales growth, revenue, and customer satisfaction. Your primary responsibility will be to effectively showcase our properties, understand client needs, and...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

**Designation : Pre Sales** **Location : Andheri, Mumbai** **Experience : 1 - 3 Years** **Function : Sales & Marketing** **Responsibilities**: - Understand customer needs and requirements - Route qualified opportunities to the appropriate sales executives for further development and closure - Close sales and achieve quarterly quota - Maintain and expand...

**Role Description - Pre Sales Executive** **Kochra Realty** is looking for **Pre Sales Executive ** full-time who can Join us in our Mumbai office to add value to our business and enhance our customer service through their skills and experience. Tele callers are responsible for making outbound and inbound calls to the company's customers to follow up on...

**Job Designation**:Pre-sales Executive **Location**:Turbhe, Navi Mumbai **Experience**:6 months **Salary**:15k - 25k **Responsibilities**: - Handling customer questions, inquiries, and complaints. - Preparing and sending quotes and proposals. - Managing the sales process through specific software programs. - Maintaining a CRM database. - Meeting daily,...

Role Designation: Cluster Head Department: Wealth Management Industry: Banks or from Wealth Management Firm Reporting to: Regional Head Location: Mumbai (Only local candidate, no relocation)Job Purpose:The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them,...

Job Description: Pre-Sales ConsultantPre-Sales Consultant with around 6-8 years of Industry experience, will play a pivotal role in educating potential clients about the benefits and applications of AI solutions. They act as the bridge between technical expertise and business needs, helping drive AI sales and revenue growth.Location: MumbaiRole and...

Role Description It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. - This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 15...