Urgent - Head - Wealth Management (3-10 Yrs) Mumbai/bangalore/ahmedabad/dubai (bfsi Sales)
3 days ago
- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for acquiring on boarding new HNI UHNI clients with understanding and recommending wealth management products enhancements To further develop and maintain new client relationship with new wealth management strategies - This position is responsible for managing the delivery of our wealth management segment coach train and support our wealth management sales staff oversee wealth management operations and support - As the Company operates in Wealth Management the candidate shall be responsible for the Promotion Development and Handling of Client Relationships related to Financial Planning and Wealth Management Key Responsibilities - Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client s personal data align clients need through superior service seamlessly align service delivery for an enhanced experience thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities assets fee to sustain and achieve growth in relationship value revenues improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Ensuring need-based product approach towards clients and regular reporting of product penetration - Conduct risk profiling of all mapped clients for better advisory on investment needs Experience 3 to 10 years in Wealth ManagementFunctional Competencies for this role would be - Ability to manage relationships to improve the relationship value of existing customers - Ability to build and maintain long term relationships deepening relationship and growing revenues - Ability to provide seamless and superior service delivery - Ability to ensure compliance with key regulatory and bank level requirements Pratik ref updazz com
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Head Of Sales
4 weeks ago
India Ian Capstone & Angel Globiz Full timeEmail : recruitment.iancapstone@gmail.com Whatspp: +91 9023723049 Head of Sales ( FX / CFD)Location : Dubai Industry : Forex Trading We are looking Indian Candidate based in Dubai or Candidate based in India and willing to relocate.Role Description : This is a full-time hybrid role for a Head of Sales (Forex / CFD) based in India / Dubai.The Head of Sales...
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Senior Relationship Manager
4 weeks ago
India Tekpillar Full timeWe Are Hiring - Relationship Manager HNI Sales Location Chennai Bangalore Hyderabad CTC Up to - 15 LPA Lucrative Incentives BenefitsIndustry Wealth Management Broking Financial AdvisoryKey Responsibilities - Acquire and manage a portfolio of High Net Worth HNI clients with investable assets of - 25 Lakhs and above- Understand client goals...
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Assistant Manager/manager/senior Manager
2 days ago
India Contactx Full timeDesignation Assistant Manager Manager Senior Manager - Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying...
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Urgent Search: Manager
2 weeks ago
India Quick Hire Full timeDesignation Manager Sr ManagerNo of Positions 1Location Ahmedabad Ranchi Patna Mumbai JaipurEducation Detail Graduation Post Graduation YesAdditional Qualification MBAAny certifications diplomas NAExperience Detail Total Experience 10-15 YearsRelevant Experience 10-15 Years- Preferred Industry Consumer Electronics- Preferred Current...
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Urgent Manager
4 weeks ago
India Tekpillar Full timeWe are looking for dynamic professionals to drive life insurance sales through leading bank branches The role involves working closely with bank staff to generate leads and convert them into business Key Responsibilities - Build strong relationships with bank staff and customers- Generate life insurance leads from walk-ins and bank references- Understand...
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India Tekpillar Full timeWe are hiring dynamic individuals to join our Direct Sales team in Life Insurance The role involves engaging with potential customers directly and offering suitable insurance solutions Key Responsibilities - Acquire new customers through walk-ins leads and self-sourcing - Understand customer needs and recommend suitable life insurance products - Build...
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Sales Hcv
4 weeks ago
India CIEL HR Full timeAbout Client One of the leading construction equipment dealer in India that serves as a one-stop-shop for all the industries such as construction mining agriculture roadways irrigation ports etc It primarily deals with providing road-laying equipment DG sets power solutions for all types of construction and infrastructure projects xe2x80x98 ...
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India Jay Infoservices Full timeSales Manage-Health Agency - work 1 - 10 yrs 24 - 40 Years local_offer sales Manager-Health Agency CTC : 3.50 - 5.0 lacs Description The role of Sales Manager is to recruit and Develop a Team of Advisors and get Health Insurance Business through them. ndustry Type : General Insurance Minimum Qualification :Graduate Key Skills :Agency Sales, Health...
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India Tekpillar Full timeWe are looking for ambitious and result-driven professionals to join our Direct Channel team This role involves selling life insurance products directly to customers through walk-ins leads and referrals Key Responsibilities - Directly interact with prospective clients to promote life insurance plans- Educate customers on product features benefits and...
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India Zillion Arete Full timeJob Responsibilities - Achieving and exceeding sales targets as set out by the Company Your sales targets may be revised periodically based on business requirements of the Company - Generating Business for the Company so as to achieve your assigned sales targets - Managing collections and A R from customers - Managing Company products - Attending product...
