4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 25.00 LPA
POSITION: Senior Manager or AVP (depending on experience and qualification)Reports to (Position): Director and Head - Compliance)Business Unit: ComplianceLocation: MumbaiPosition Purpose: Core Responsibility
Investment limit monitoring, coding of rules, checking the settings in trading application for various investment restrictions, clearing of alerts, comprehensive repository of limits applicable to schemes, providing reports related to limit ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
12.00 LPA TO 12.00 LPA
VRM Profile Summary
Role Objective: Build and maintain strong customer relationships through virtual channels
Key Responsibilities:
Manage a portfolio of customers and ensure high engagement.
Drive sales of products/services through outbound calls and digital interactions.
Provide personalized solutions based on customer needs.
Achieve revenue targets and cross-sell/up-sell opportunities.
Skills Required:
Strong communication and persuasion skills.
Experience in outbound sales or ...
1 Opening(s)
6.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 12.00 LPA
Role Details:Designation: Manager - Digital Customer Connect and Experience, OutboundRole type: Team ManagerDepartment: DigitalReporting to: Senior Manager - Digital Customer Connect Location: Mumbai HOVRM Profile Summary
Role Objective: Build and maintain strong customer relationships through virtual channels
Key Responsibilities:
Manage a portfolio of customers and ensure high engagement.
Drive sales of products/services through outbound calls and digital interactions.
Provide ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Title
Quality Analyst – VRM (Outbound Processes)
Role Summary
The Quality Analyst (QA) will monitor and evaluate outbound VRM (Virtual Relationship Manager) interactions to ensure compliance, proper financial advisory, and superior customer experience. The role focuses on identifying performance gaps, reducing risk, and coaching agents to optimize conversion and service quality.
Key Responsibilities
Call ...
4 Opening(s)
8.0 Year(s) To 12.0 Year(s)
40.00 LPA TO 50.00 LPA
Playing Captain / Team Leader
Main Responsibility
Manage 3–8 RMs
Drive team revenue
Acquire large clients
Mentor RMs
Monitor pipeline and conversions
Team Target Example
Team AUM: ₹200 Cr – ₹500 Cr
Team Revenue: ₹3 Cr – ₹8 Cr
Join one of India's fastest growing wealth management platforms
What We Offer:
* Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 18.00 LPA
The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.
Job description
Maintaining a deep knowledge of company products and services.
Building and maintaining strong relationships ...
1 Opening(s)
9.0 Year(s) To 14.0 Year(s)
50.00 LPA TO 60.00 LPA
PCG Desk Head
9 - 14 years
Job description
Looking for PCG Desk Head to join our dynamic team and embark on a rewarding career journey.
Lead and oversee the overall operations, strategy, and performance of the assigned department or organization
Develop and implement policies, processes, and objectives to achieve organizational goals
Foster collaboration among teams ...
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
Job Description
As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, ...