Field RM - Bengaluru, India - Peepal Consulting

Peepal Consulting Bengaluru, India

4 days ago

Full time

Description

Job Opportunity For One of the Reputed Bank

Job Location : Bangalore Looking for only Immediate Joiners

Experience Level : years

Interview Mode: F2F

Mandatory Skills:

Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
Previous sales experience preferred
Experience in Retail Banking, Wealth Management, Portfolio Management and Asset Management.

Responsibilities:

Develop and implement sales plans to achieve all monthly and annual new asset referral targets
Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
including legal, corporate, and regulatory
Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
Resolve client complaints and issues promptly and efficiently
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

2-5 years of relevant experience
Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
Previous sales experience preferred
Ability to communicate with all levels of management
Extensive knowledge of financial and securities industry regulations
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Effective problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication

Education:

Bachelors degree/University degree or equivalent experience

Field Executive

13 hours ago

Grape Events Private Limited Bengaluru, India

Field Executive Job Description: A field executive is responsible for conducting on-site visits, assessments, and inspections to gather information and ensure compliance with company policies, procedures, and regulations. · Client Interaction: Field executives regularly interact ...
Field Executive

1 day ago

Otis Bengaluru, India

Date Posted: · Country: · India · **Location**: · MK Towers, #27, Longford Road, Shanti Nagar,Bangalore , India · 1. Follow the safety procedures as per WWWJSS / FPA /JHA standards. · 2. Follow right inspection process on the on-going installations of elevators by following Otis ...
Field Executive

1 day ago

Goldenbee Global School Bengaluru, India

We are looking for the **Field Marketing Executive ** at GOLDENBEE GLOBAL SCHOOL. · Location -BTM & BANNERGHATTA · **Salary**: / Per MONTH + Weekly Incentives · EXP: 0-2 Years · - Should collect quality admission enquiry leads from in the Field/Mall/Apartments. · - Responsible fo ...
Field Sales

2 days ago

T&N Business Services Bengaluru, India

**Job** · - TNS **Location** · - India-Karnataka**Designation** · - Field Sales (CIC)**Experience** · - 0-2 Yrs**Salary** · - 0 Lakh -3 Lakh**Function** · - Marketing ( Field Sales Executive )**Skills** · - Sales, Good Communication Skills, Language : English, Kannada**Job Type** ...
Field Recruiter

13 hours ago

Esynergies Services Bengaluru, India

A Recruiter is a professional responsible for finding potential employees for the company they are employed by. Recruiters source and reach out to talent and ensure they're a good fit for the company. In addition, they can help potential employees negotiate and even follow up aft ...
Recruiter On Field

2 days ago

LabourNet Services India Private Limited Bengaluru, India

Key Responsibilities: · - Develop and implement recruitment strategies to attract top talent in the field. · - Keep up-to-date with industry trends, best practices, and legal requirements related to recruitment and hiring. · Qualifications: · - Bachelor's degree in Human Resource ...
Field Executive

1 day ago

CredR Bengaluru, India

Field Sales Executive. · Lead Generation. · Close the target. · **Salary**: ₹15, ₹20,000.00 per month · **Benefits**: · - Health insurance · Schedule: · - Day shift · Supplemental pay types: · - Performance bonus · Ability to commute/relocate: · - Bangalore, Karnataka: Reliably c ...
Field Recruiter

13 hours ago

Asmaa Digital India Pvt Ltd Bengaluru, India

Dear All · We are at Asmaa Digital India Pvt Ltd, a leading service provider company for major organizations in eCommerce and Fintech sectors. · - **We are looking for Field Recruiters who will help to recruit and hire riders from the local areas to join our client company.**_ · ...
Field Executive

1 day ago

Ericson Insurance TPA Pvt Ltd Bengaluru, India

Looking for field investigators for Chennai location. · Will have to visit hospitals and insurance companies to collect documents and for verification purpose. · Should have own bike. · Salary to 15000 · **Salary**: ₹12, ₹15,000.00 per month · **Speak with the employer** · ...
Field Executive

1 day ago

Piramal Swasthya Management and Research Institute Bengaluru, India

**Position**:Field Support Executive · **Experience**:0 - 3 yr(s). · **Salary**:1 - 3 Lac(s) - Statutory and GMC covered. · **Location**:Bangalore Rural, Bangalore/Bengaluru, Mysore/Mysuru · **Message**: · Qualifications: Bachelor's Degree in Computer Science/Information Technolo ...
Field Investigator

2 days ago

Sleuths India Detectives Bengaluru, India

As a Field Investigator for a private detective agency, your primary responsibility is to conduct investigations on behalf of clients, gather evidence, and provide accurate and timely reports. You will be working under the direction and guidance of the agency, and you may be assi ...
Field Executive

2 days ago

PropertyAngel Management Pvt Ltd Bengaluru, Karnataka, India

**FIELD EXECUTIVE** · Did you know that PropertyAngel is a top-notch proptech company operating in Bangalore? We take pride in being a leading O2O second landlord platform, where we excel in delivering exceptional housing asset management services. · PropertyAngel is on a mission ...
Field Officer

2 days ago

Maverik Facility Management Pvt Ltd Bengaluru, Karnataka, India

1.Minimum 02 to 05 years experience in Operations and Technical staffs recruitment · 2.Salary commensurate Qualification and based on relevant experience. · 3.Must have experience in Facility Management in Technical Field. · 4.Job Location Malleshwaram Bangalore. · **Salary**: ₹4 ...
Field Executive

1 day ago

Sangeetha mobiles private limited Bengaluru, India

Generate leading · Doing onboard · Doing field work · **Salary**: ₹15, ₹30,000.00 per month · **Benefits**: · - Health insurance · - Provident Fund · Schedule: · - Day shift · Supplemental pay types: · - Yearly bonus · Ability to commute/relocate: · - Bengaluru, Karnataka: Reliab ...
Field Executive

2 days ago

BENAKA GOLD COMPANY Bengaluru, India

we are looking for field executive for Hubli location and two wheeler are mandatory nature of work visiting customer place verifying customer house handing complete business. · Skill · Any -PUC -DEGREE · Gender -Male · Age -25-30 · Langrage -Kannada -English · **Salary**: ₹10, ₹1 ...
Field Executive

13 hours ago

PropertyAngel Management Pvt Ltd Bengaluru, India

**FIELD EXECUTIVE** · Did you know that PropertyAngel is a top-notch proptech company operating in Bangalore? We take pride in being a leading O2O second landlord platform, where we excel in delivering exceptional housing asset management services. · PropertyAngel is on a mission ...
Field Investigator

13 hours ago

Sleuths India Consultancy (P) LTD. Bengaluru, India

Sleuths India Detectives, a **premier private detective agency is looking for investigators who can work on field and conduct corporate investigations.** · **Responsibilities**: · - Conduct investigations and inquiries into a wide range of cases. · - Prepare detailed reports and ...
Field Executive

13 hours ago

PropertyAngel Management Pvt Ltd Bengaluru, India

**FIELD EXECUTIVE** · Did you know that PropertyAngel is a top-notch proptech company operating in Bangalore? We take pride in being a leading O2O second landlord platform, where we excel in delivering exceptional housing asset management services. · PropertyAngel is on a mission ...
Field Officer

1 day ago

First Man Management Services Pvt Bengaluru, India

Looking for a field officer for a reputed Facility Management company in Bangaluru to take care of Operations and marketing of Security & Housekeeping services · **Salary**: ₹15, ₹20,000.00 per month · Schedule: · - Day shift · **Education**: · - Higher Secondary(12th Pass) (pref ...
Field Worker

13 hours ago

Public Health Foundation of India Bengaluru, Karnataka, India

**Brief on the Organization**: · The Public Health Foundation of India (PHFI) is working towards building a healthier India. It is helping to address the limited institutional and systems capacity in India by strengthening education and training, advancing research and technology ...