Relationship Manager-Mutual fund sales- In AMC

Responsibilities:-To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Responsibilities:Reach out to Mutual Fund Distributors across India.Schedule and deliver product demos for Dhansaarthi.Follow up with prospects and support conversions.Maintain and update leads in the CRM system.Requirements:Graduate/Postgraduate in Finance, Business, or related field.2–5 years of experience in pre-sales or financial services.Finance...

Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)📍 Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi🕒 Experience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and...

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Key ResponsibilitiesSales and strategy: Develop and execute sales strategies to achieve and exceed revenue targets for school funding products.Client engagement: Identify potential clients (schools, universities), build and maintain strong relationships with key decision-makers, and conduct presentations and product demonstrations.Needs assessment:...

Role & responsibilitiesTo up sell ICICI Prudential MF products to Retail/HNI Clients of IPru, as per the assigned database,2 . generation of fresh leads through reference to shore up the clienteleRegular feedback and review sessions with the team to improve business volume and New client acquisitionTo coach & mentor the sales team and lead them to achieve...

Senior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with...

Senior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with...