- Drive sales of equity and mutual fund products to high net worth individuals and retail clients
- Achieve monthly acquisition and revenue targets through proactive marketing strategies
- Proactively promote demat and trading accounts to existing customers
- Analyze market trends, competitor activity, and client preferences to advise on tailored equity and mutual fund portfolios
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This role is for an Investment Portfolio Advisor who will focus on asset gathering and client relationship management. The ideal candidate will be adept at acquiring new clients, increasing wallet share, and driving revenue across a diverse range of investment products. · Key Res ...
Panipat ₹600,000 - ₹2,200,000 (INR) per year Full time1 day ago
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We are looking for a proactive Business Unit Champ to own and drive our Services Portfolio. · This is not a back-office desk job. You will be the bridge between our Sales team and our clients. You will act as a specialized pre-sales resource who can engineer solutions, draft winn ...
Haryana, Haryana4 weeks ago
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Citi is looking for a high-caliber professional to join their team as Credit Portfolio Intermediate Analyst - Hybrid based in Gurugram, India. As part of the team, you will receive resources to meet your unique needs and manage your financial well-being. · ...
Haryana1 month ago
- Work in company
Consumer Cards Credit Portfolio Intermediate Analyst, Officer
Only for registered members
We're currently looking for a high caliber professional to join our team as Officer (C11), Credit Portfolio Intermediate Analyst. · Own end-to-end portfolio risk monitoring across delinquency, losses, payment behavior, and utilization. · ...
Haryana3 weeks ago
- Work in company
Consumer Cards Credit Portfolio Intermediate Analyst, Officer
Only for registered members
We're currently looking for a high caliber professional to join our team as Officer, Credit Portfolio Intermediate Analyst - Hybrid based in Gurugram, India. · ...
Haryana4 weeks ago
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For the high-energy Sales Professional who is looking to accomplish career growth by working with the latest Data Management and Cloud technology initiatives for the customers in the Enterprise space. This role provides an opportunity to evangelize the technology strengths of Net ...
Haryana1 month ago
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Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets. · Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs. · Creation of revenue & Activation of Ina ...
Panipat Full time5 days ago
Strategic Portfolio Advisor - Karnal - beBeeWealthManagement
Job title: Relationship Manager
Description
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Investment Portfolio Advisor
Full time Avani Consulting- Panipat
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Business Unit Champ
Only for registered members Haryana, Haryana
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Credit Portfolio Intermediate Analyst, Officer
Only for registered members Haryana
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Consumer Cards Credit Portfolio Intermediate Analyst, Officer
Only for registered members Haryana
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Consumer Cards Credit Portfolio Intermediate Analyst, Officer
Only for registered members Haryana
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Senior Client Executive
Only for registered members Haryana
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Sub Team Leader
Full time confidential- Panipat