91 Job openings found

Chief Manager – Fee Products to spearhead the development, marketing, and sales of insurance, value-added services (VAS), and insure-tech solutions. The ideal candidate will have deep expertise in the insurance sectorand cutting-edge insure-tech trends, coupled with strong sales and leadership acumen. This role involves extensive travel, collaboration with diverse teams, ...

 Achieve GPW targets for the designated territory / span of agents Recruitment of new agents, in accordance with laid down regulationsregarding agent recruitment Activation of agents Ensuring training of agents as per business requirements Ensuring business hygiene standards, in face of business pressure Ensuring planned spread of business across ...

Build a strong relationship with the Wheels teams DM’s & ABM’s & Retail Branchteam and work along with them to ensure target achievement.o Drive partner insurance sales team through regular engagement with Branch ranchstaff.o Regular review & tracking of team performance.o Building company team’s capability through regular training interventions with ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions ...

EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of finance and capital markets. SKILLS ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on ...

Relationship Manager (RM) focuses on acquiring new customers (individuals/builders), managing the entire loan cycle, maintaining high customer satisfaction, ensuring compliance, and cross-selling other products, all while meeting sales targets and nurturing builder/DSA networks for a strong, quality loan portfolio. Key duties involve lead generation (market/referrals), needs assessment, product explanation, documentation, process guidance, and post-sales support.      Key Responsibilities Sales & Acquisition: Source ...

1. Manage sales and distribution through the cross channel and open market channels2. Ensure unilateral growth by adding new DSAs / Branches3. Analyze the market trend for products development and do market research.4. Planning & execution of market promotional activities according to market & business requirements.5. Focus on increased Productivity6. ...

 Handling entire payment process To prepare monthly/annual expense budget. Variance analysis. Critical evaluation and analysis of Debtors and Creditors. Responsible for accounting of Revenue and Cost. Billing and invoicing for services rendered Responsible for monthly ledger scrutiny and reconciliations. Ensuring compliance of policies. To handle Tax audit preparations. To ...

Daily accounting work-(Local Branch) Baroda office: Check LCO admin portal and confirm the Payment status of the payment made by LCO for STB purchase Prepare MRN, ots, billing for new stb and make payment Entries in MQ. . Collect Cash collection from DP point Agent’s, prepare excel sheets and make CAN wise payment ...