Rm/ Srm/ Sm/ Bh/ Avp

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Roles and Responsibilities Job Purpose To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Roles and Responsibilities - LAP Sales - Indirect Channel (DSA) and Team of SM & RM. - Acquisition of business through DSA and Team - Liaise with underwriting / Ops team to ensure tracking of files from sourcing to disbursal. - Ensure superior customer service & TAT delivery to end consumer. - Will be responsible for the Monthly assigned Sales targets...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

**Experience: 4+ years in Marine, Fire, WC, Burglary, GPA & GMC** Qualification: Licentiate, Associate ship & Fellowship in Insurance. Handled Sum Insured of Mega, IAR Risk, Aviation and Marine Turnover Policies **Role & Responsibilities**: - To Create & maintain Cordial relations with Insurance Companies - Prepare RFQ/Quote slip & send it to various...

Job role Relationship Manager Private Banking GroupLocation Delhi Gurgaon Noida Lucknow Chandigarh Mohali Jammu Bareilly MeerutCTC 20 to 30 LPAJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities JR 6 8 AreasActionable 4-6...

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ SM and AVP Grade.Job Role: -Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.Generate business actions...

Roles and Responsibilities 1. Profile:- SME segment, Ticket size is 1 Cr to Cr, Product is working capital/OD/CC/TL Working Capital Finance,CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Individual role 1. Experience in Working Capital Products SME market specializing in asset business is the primary requirement. 2. Acquisition of...

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships.Job Description:• Justify your teams cost with minimum accounts, margins and revenue assigned.•...