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2.0 - 7.0 years
6 - 10 Lacs
Kolkata, Hyderabad, Pune
Work from Office
Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product
Posted 1 month ago
2.0 - 7.0 years
6 - 12 Lacs
Noida, Kolkata, New Delhi
Work from Office
The role would require to train, enable and influence branch team to sell investment products– MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Enable and influence branch teams to cross sell the investment products Help branch team achieve their cross sell targets.
Posted 1 month ago
2.0 - 7.0 years
6 - 10 Lacs
Noida, Kolkata, New Delhi
Work from Office
Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product
Posted 1 month ago
2.0 - 7.0 years
6 - 10 Lacs
Noida, Kolkata, Patna
Work from Office
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product
Posted 1 month ago
3.0 - 8.0 years
5 - 15 Lacs
Noida, New Delhi, Hyderabad
Work from Office
Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product
Posted 1 month ago
3.0 - 8.0 years
7 - 15 Lacs
Noida, New Delhi, Hyderabad
Work from Office
Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product
Posted 1 month ago
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