5 Opening(s)
2.0 Year(s) To 14.0 Year(s)
10.00 LPA TO 20.00 LPA
Job Description:Roles and ResponsibilityStrategy
Sourcing NTB CA – Current Accounts from market & mange portfolio of existing & NTB liability customers with focus on growth in balances, trade and foreign exchange transactions with the objective of providing superior service and deepen relationships.X-sell to liability and asset customers with focus on customers ...
3 Opening(s)
3.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Need a Customer Relationship Manager for Andheri Branch, Mumbai.
Anyone with good exp from Wealth, Broking, MF Sales, (Equity).
Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size.
Back Office Activities etc.
Solving Queries, complete Process.
No Insurance candidates, Handling ULIPs portfolio would be ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
20.00 LPA TO 30.00 LPA
Monitor risk performance to identify any developing trends and design portfolio interventions for corrective action.
Analyse portfolio performance to identify risk factors and exception reporting.
Explore new data sources to identify risk segregating variables.
Drive continuous performance improvement for various risk metrics via an ongoing test and learn framework.
Analyse the delinquency performance and ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar).
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge/Experience in LIC
PMS
Experience on V.M.Pro Software
Good English Communication.
Smart and Presentable.
CFP(Certified Financial Planner)
Job ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
35.00 LPA TO 40.00 LPA
RELATED YEARS OF EXPERIENCE
Min of: 5+ years of experience in the fields of Project and Portfolio Management,
YOE IN MANAGERIAL POSITION
Min of: N/A
FIELD OF EXPERIENCE
Private sector, consulting, with real-estate background preferred.
TECHNICAL AND INTERPERSONAL SKILLS
Experience with one or more project management methodologies (for example, PMI PMBOK, PRINCE2 and agile).
Practical expertise in using ...
2 Opening(s)
5.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job description
Overall product portfolio management of tile adhesive & waterproofing including technical documentation, product performance evaluation, new product introduction, competition product analysis, third party and internal testing of products, training to internal & external stakeholders, setting up SOPs, closely working with R & D, application instructions, trouble shooting on selected key project ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location.
Job Description:
Position: Investment Manager
Salary: Upto 50k
Experience: 5 to 7 years
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge in investment advisory.
Wealth management consultation.
Generating Lead
Meeting Clients
Selling Investment-related services
Good English Communication.
Smart and ...
2 Opening(s)
0 To 5.0 Year(s)
1.18 LPA TO 5.00 LPA
We have opening for the post of Sr. Sales Executive-Mutual Fund for a reputed Company (Mutual Funds services) at Pune (Viman Nagar).
Please find the details for the same:
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
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 & ...
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
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 & ...