87 Job openings found

Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in Job description Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...

Roles & Responsibilities :• Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assets• Sources new bank customers through external individual efforts and acquisition channel• Ensures high levels of customer service orientation and application of bank policy.• Cross-sells bank products to existing set of ...

Responsible for achieving the Branch Sales Budgets by managing the daily activities of Branch Sales Team which includes Business Development Executives, Relationship Managers and Branch front desk staff. Overall branch management and Business Development Conducting regular Product and Knowledge trainings for branch banking teams Responsible for achieving sales targets for all ...

DescriptionPrincipal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Description:   Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Job Purpose:VRM will be responsible for enhancing the customer engagement virtually to increase customersickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell ofproducts and work towards upgrading and on-boarding customers in the relationship bankingprogram. Professionally driven to achieve higher customer satisfaction and increase retention. VRMto ...

Key Responsibilities: - Spearhead performance marketing initiatives across Google Ads, Meta, and other platforms to target and engage HNI/UHNI clientele effectively. - Own the P&L of the online business ensuring the profitability in alignment with our financial goals. - Direct the operations of the Amaris e-boutique, ensuring an exquisite and ...

Should have experience with all category Contractor, HNI, Individual House Owner’s, architects, structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Maintain quality service by establishing and enforcing organization standards. Good relations with Builders, Architects, Contractors. Must have experience in Project ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...