10 Job openings found

Need good hands on experience managing the existing clients & upselling and cross selling experience is must should have good communication build relationship with existing client should have strong knowledge on boring or insurance sector. this is an office based job working 5 days a week should have good understanding on broking, trading, capital markets etc.

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

Work on UPI product, understand merchant/aggregator needs and work on value creation and enhanced merchant experience (UI/UX). Gain a deep understanding of customer experience, identify and fill product gaps and generate new ideas. The candidate is required to streamline back-end processes to bring efficiency. The candidate should also be involved in product maintenance ...

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. Communicating with clients via phone calls, emails2. Identifying and resolving client queries3. Maintaining a detailed and accurate record of all client details and communications4. Building and maintaining long-lasting business relationships with clients5. Ensuring to respond to client queries in a professional and timely manner6. Providing clients with relevant information ...

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 ...

  Role & responsibilities Managing Day to day activities of the team Developing and implementing a timeline to achieve targets Delegating Task to team members Conducting training of team members to maximize their potential Conducting performance reviews Mentor and train new team members Sales experience is must Preferred candidate profile Digital Sales most preferred Perks and benefits As per organization standard   Employment Type: Full ...