Unit Manager- Investment
3 days ago
- Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner.
- Providing financial products training to Distributors for Business Development.
- Plan activities and strategies for business development for distributors.
- Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements.
- Develop positive working relationships with partners to build business. 1) Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. 2) Business targets: Recruitment of Financial Products Distributor, Product sales etc.
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Investment Management
2 weeks ago
Surat, Gujarat, India Kuberjee Tech Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSkills:. Investment Market, Communication, Team Leadership, Team Building, lead genration, Investment Banking, Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of...
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Investment Counsellor
2 weeks ago
Surat, Gujarat, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout The Role JOB DESCRIPTION ROLE :Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role"¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable...
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Senior Investment Liaison –
3 days ago
Surat, Gujarat, India Friendly Franchisees CorporationSilver Star Real Estate LLC Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Title:Senior Investment Liaison – HNWI & Private Capital RelationsIndustry:Real EstateEmployment Type:Full-TimeAbout the Role:We are seeking a well-connected and relationship-drivenSenior Investment Liaisonto support our capital raising efforts for real estate ventures. This role is ideal for someone with direct contact tohigh-net-worth individuals...
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Unit Manager
2 weeks ago
Surat, Gujarat, India NJ AMC Full time ₹ 2,40,000 - ₹ 2,76,000 per yearJOB DESCRIPTIONPrimary Role :-Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve...
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Unit Manager
2 weeks ago
Surat, Gujarat, India NJ Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearIdentify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner.Providing financial products training to Distributors for Business Development.Plan activities and strategies...
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Unit Manager
2 weeks ago
Surat, Gujarat, India NJ Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPrimary Role :-Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly...
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Investment Banking Senior Associate
1 week ago
Surat, Gujarat, India Kumbhat Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearReady to Lead Headline-Worthy Deals from India's Fastest-Growing Industrial Hub? Be a part of thehigh-growth boutique Investment Banking platformatKumbhat Advisors, as anInvestment Banking Senior Associate, and work directly with CXOs, promoters, and top-tier investors across India's dynamic mid-market.Location:SuratRole Highlights:Lead end-to-end execution...
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Unit Manager Insurance
1 day ago
Surat, Gujarat, India NJ Group Full time ₹ 9,00,000 - ₹ 12,00,000 per yearTo develop the insurance business in the assigned areas by supporting the Sales Team.Strategic planning for business development of insurance products in coordination with the Branch Manager.Training of the advisors on Products, Processes, and Policies as defined by the Head office.Relationship building with insurance companies and liasioning for various...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...
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Wealth Management Professional
2 weeks ago
Surat, Gujarat, India InCred Premier Full time ₹ 4,80,000 - ₹ 7,20,000 per yearCompany DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio...