Rm - Pms Sales

Job Profile: To provide support to a Team of Relationship Managers such as coaching, mentoring, joint calls, training, any other help required. To connect with eligible individual and corporate distributors of PMS and AIF and empanel them to distribute the products. To procure Business under different products through RMs/IFAs as well as Directly...

Required :- Only Male cadidateResponsibilities :-Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions.Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non...

Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

RM purchase. from** Paint Industries - Packing Material Purchase.** Location Mumbai - HO **Qualifications**: Graduate preferably PG Dip in Materials Mgmt. Experience Key Requirement for the Position 2-5 years experience preferably in Chemical, Manufacturing Industry. Exposure to SAP is preferable. **Job Description**: Procurement of RM/PM bought out...

Roles req understanding **RM Purchase - Experience details Min Max - Freshers - Location - Lower parel, Mumbai - Budget - 5.2 to 5.5 LPA - Mandatory skill No of Position - 1 When to Onboard resources - Immediate - Interview process - Virtual - System requirement - Client will provide - Project Duration - Parmanent Education - BE- Mechanical**Detailed Job...

Type: Full Time CTC: ₹10,00,000 to ₹12,00,000 Per Year Location: hyderabad (On-site), Mumbai (On-site), Bangalore (On-site) Experience: 1-5 Years Notice Period: Upto 30 Days Industry Background: Wealth management Educational Qualifications: MBA in finance, CA or CFA **Must Have** - Experienced with Mutual Funds or AMC or Mutual Funds Advisory. -...

Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well asDistributorsEnsuring compliance with SEBI Regulations while onboarding new clientsCo-ordination with the sales RM for obtaining proper documentation from the investorCo-ordinating with Custodians to open Demat accountReplying to Investor queries• Sending various...

JD Format - Job Title - AVC:Virtual RM - NRI - Grade - AM/DM/MGR - Department - Axis Virtual Centre - No. of Positions - 1 - Location - Axis Bank Mumbai : CO - No. of Direct Reports - NA - Job Description - Key Responsibility: - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them -...

Role & responsibilitiesJob Description RM Capital Markets (Business Team)Particulars DetailsJob Title Senior Sales Relationship ManagerJob Role Team MemberJob Summary: Looking to induct aggressive, self-motivated Professionals for the Role ofRelationship Manager having 4 to 8 years of experience for Mumbai, Delhi &Bangalore of working with NBFC (Capital...

**Job Summary**: The Relationship Manager (RM) is responsible for managing and growing existing client relationships, identifying new business opportunities, and providing insurance solutions to clients. The RM will work closely with internal stakeholders, including underwriters, claims teams, and other support functions, to deliver exceptional customer...