22 Relationship Advisor Jobs Found

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Coppergate Consultants Mumbai
:1. Call Candidates from Data Base2. Briefing Customers about various policies such as Cash Back, Money Back etc3. Sale insurance policies4. Ability to individually generate and qualify Leads.5. Outbound Tele-calling6. Tele follow-up and prospecting7. Develop working relationship with partners and sales teams.Self-starter, high energy, aggressive and results oriented
Skills: relationship manager, investment advisor, health insurance, insurance policies, sales professional, telecaller, tele sales excutive, telesales executive, telesales, communication, soft skill
Education : Any Graduate Any Graduate Job Category : Sales/Marketing Sales/Marketing
Purnartha Investment Advisers Private Limited Delhi , Hyderabad / Secunderabad
Graduate / Post graduate 2yrs- 10 yrs of Sales experience in direct selling of financial products from any financial services industry.Equity/ Mutual Fund sales experience is preferred.Candidates having AUM (Asset under Management) of 20cr & above and connect among HNIs, will have advantage.Should have good communication & presentation skills.Pleasing and positive attitude. Should be a self-starter, proactive...
Skills: wealth manager, relationship manager, portfolio manager, wealth advisor, private banking, wealth manager
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
M/s Gi Human Resources And Services Pvt. Ltd. Surat
Urgent Opening for Relationship Manager IFA Key responsibilities: Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing IFA & distribution network. Selection & motivation of IFA/distributors Role Specific Competencies: Sound Interpersonal skills, good networking...
Skills: sales achievement, mba, relationship management, amfi, team management, people management, distribution network, negotiation skills, industry analysis, interpersonal skills, individual financial advisor
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Paterson Securities Private Limited Bengaluru / Bangalore , Vellore
1.Responsible for generating new clients and business.2.Responsible for Revenue Generation.Open D-mat accounts, Commodity trading accounts3.Cross selling of other financial products example: - Mutual fund, bonds, PMS, etc.4.Resolving Client Queries & Client Servicing.
Skills: relationship manager, marketing, insurance, investment advisor, wealth management, mutual fund sales, mutual funds, investments, wealth management and acquisition
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
(FA)Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management.Meet NonTrading Customers and activate them.Sell online accounts to customers and encourage them to trade online.Have a customer centric approach and ensure that customer is serviced well.  (RM)Ensure that customer trades actively after opening of the trading account.Execute...
Skills: broking house, insurance, life insurance, general insurance
Education : Any Graduate Any Graduate Job Category : Sales/Marketing Sales/Marketing
Paradise Recruitment Consultant Noida , Lucknow
Compensation: 1.5 - 3.5 LPA + incentives Experience(In Years): 1 - 3 Year Skills(Must have): Sales, Relationship Management, Cross Selling /  Financial products sales 1. To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. 2. Analysing information and preparing plans best suited to individual clients' requirements; 3....
Skills: financial product selling, cross selling, sales officer, relationship manager, bde, bdm, marketing, sales, market development, corporate sales, business development, telesales, insurance
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Greetings of the day!!!We have 2 opening at bangalore location with a broking firm.1. Relationship Manager - Branch SalesQualification - GraduateExperience required - 1+ years in banking salesSalary- 3.50 LacsJob Summary: Acquire Online and offline accounts, sell Value pack accts and collect 3 lacs margin every month.2. Equity AdvisorQualification - Graduate + NISM VIII is mandatoryExperience required - 2 to 3 years in broking business.Salary...
Skills: "relationship manager", "sales", "equity advisor", "nism", "banking sales", "advisor"
Exp: Fresher Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
Morgenall Management Consultant Pvt Ltd Bengaluru / Bangalore
POSITION:- RELATIONSHIP MANAGER EQUITY ADVISOR/EQUITY DEALERLOCATION:- BANGALORE, HYDERABAD, CHENNAIJOB DESCRIPTION:Experience Level – 1 to 5 YearJob Location – Bangalore/Chennai /HyderabadQualification: B.Com/BBM/ MBA. Mandatory: - Certificates from NISM-Series 8 (Equity) CTC – (Depending on Experience and can be Negotiable for Excellent Resources)INCENTIVES = Additional (Based on Performance)•...
Skills: relationship manager equity advisor
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Aaj Solutions Llp Thane
RoleWe are in the business of finding people happiness and consequently somebody who is jovial, mature, results-oriented and cares deeply for our customers will be able to succeed in this role.Relationship Advisor, Outbound Telesales is responsible for making sales calls and closing sales pitches with the member. Responsibilities1.Calling out customer and making a sales pitch for paid memberships.2.Responsible for achieving daily and monthly collection...
Skills: outbound, outbound sales, telesales calling, telesales, telesales executive, telesales/ telemarketing executive
Exp: Fresher Education : Class 12 Class 12 Job Category : Call Center Call Center

Latest Relationship Advisor Job For Freshers And Experience

VERY VERY HUGE OPENING FOR FINANCIAL ADVISOR AND RELATIONSHIP MANAGERJOB TITLE-FINANCIAL ADVISOR AND RELATIONSHIP MANAGERLOCATION-INDOREGENDER-ONLY MALESWORK TYPE -FIELD WORKTWO WHEELER MUSTSALARY PACKAGE-NEGOTIABLEEXPERIENCE-0.6 TO 5 YEARS IN BANKING SALESLOCATION-INDOREPRODUCT -DEMAT AND TRADING ACCOUNT
Skills: good communication skills, selling skills
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
Sykes & Ray Equities India Limited Delhi
Client Acquisition for Equity trading, IPO & Mutual Funds investments.- Meeting monthly targets via Broking and MF investments.- Generating new leads for APs & clients through networking.- Advising clients on their portfolios, Acquiring HNI clients and handling their investments.- Following up with leads to open D-mat accounts
Skills: relationship manager, sales manager, sales development manager, investment advisor
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
Ethos Hr Management And Projects Private Limited Bengaluru / Bangalore , Chennai
Hi, Greetings from Ethos HR Management & Projects Pvt. Ltd., Ahmedabad. We are young & fast growing Management Consultancy Company specialized & expertise in all IT Skills, Technologies & Non IT Recruitments with all ranges of professionals from 0 years to 20-25 years of working experience & above all, we have mastered in all critical Senior Positions. With reference to your CV registered with one of our associated job portals or our database, we...
Skills: equity, mutual, fund, mutual funds sales, insurance mutual funds, mutual funds, mf, demat, securities, trading, derivatives, shares, commodity, equities, share market, stock broking, ncfm, sales
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Require Equity Advisor & Relationship Manager for leading stock broking company in India. Job location: Coimbatore & CochinPositions: Equity Advisor & Relationship ManagerCTC: upto 3.0 LPA: • Acquisition of online trading accounts as core business.• Acquisition of equity, currency & demat accounts.• Providing advisory services to clients regarding financial products.• Maintaining...
Skills: equity advisor, hni client, hni, hni sales, relationship manager, client servicing, client service, equity advisory, broking, securities, assets management, sales, bd, sales executive, business development executive, relationship executive, relationship officer, sr. relationship executive
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Wealth India Financial Services Pvt. Ltd. Royapettah , Chennai
Provide investment advice to clients by understanding their objectives and needsHelp clients in construction of their portfolio and execution of plans using the FundsIndia PlatformPrepare goal based financial planning for clientsConduct periodical reviews of the portfolioConstant engagement with clients to optimise investment opportunitiesRespond to adhoc investment related queries from clientsSend frequent updates to clients about the marketNurture...
Education : Graduation Graduation Job Category : Sales/Marketing Sales/Marketing
Avsar Hr Services Bengaluru , Bangalore Urban
Role:Weare in the business of finding people happiness and consequently somebody whois jovial, mature, results-oriented and cares deeply for our customers will beable to succeed in this role.RelationshipAdvisor, Outbound Telesales is responsible for making sales calls and closing salespitches with the member. Contact Person: Mohammed AzharContact Number:9895572130Responsibilities:1. Calling outcustomer and making a sales pitch for paid memberships.2....
Exp: Fresher Education : 12th 12th Job Category : Sales/Marketing Sales/Marketing

More Relationship Advisor Vacancies In India

Mansukh Financial Private Limited Chandigarh , Panchkula
includes:-* Execute the orders on behalf of clients on NSE / BSE terminals.* Making sure orders on trading terminal are executed accurately &timely.* Confirmations of trades done at EOD.* Ensure the volumes of trade is higher & client trade frequently.* Promoting in house research calls to increase volume & frequency.* Cross selling of third party products to the same clients.* Checking the margin shortfall of the clients.* Preparing...
Education : Any Graduate , Class 12 Any Graduate , Class 12 Job Category : Financial Services Financial Services
Live Connections Delhi
1.. Calling out customer and making a sales pitch for paid memberships.2.Responsible for achieving daily and monthly collection target for the region.3.Maintaining various reports related to Sales and accounts.4.Calling up members and explaining the benefits of Shaadi.com product and services5.For more information visit our website https://www.crplindiacom Industry KPO / Research / Analytics functional Area ITES, BPO, KPO, LPO, Customer Service,...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
New Era India Consultancy Private Ltd Delhi
1.. Calling out customer and making a sales pitch for paid memberships.2.Responsible for achieving daily and monthly collection target for the region.3.Maintaining various reports related to Sales and accounts.4.Calling up members and explaining the benefits of Shaadi.com product and services5.For more information visit our website https://www.crplindiacom Industry KPO / Research / Analytics functional Area ITES, BPO, KPO, LPO, Customer...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Qsource Global Consulting Private Limited Mumbai
One of the leading bank is looking for Relationship Mgr / Financial Advisor for across Mumbai location:Grade will be Sr Mgr / CM/ AVP CTC offered upto 15 LacsResponsibilitiesRelationship Management :Managing the banking and investments relationship of HNI clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand customer relationships by providing service level which exceeds client...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Greetings from Evoke HR....!!!This mail is in regards to your naukri.com profile is matching with our client's requirement for the Position of Equity Dealer / Equity Advisor, Relationship Manager , Senior Relationship Manager for Well known Broking Company for MumbaiOur Client :- Well known Broking CompanyPositions Open :- Equity Dealer / Equity AdvisorLocation:- Mumbai :-Key Responsibilities:•Terminal operating...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Tech Mahindra Business Services Limited Hyderabad / Secunderabad
TECH MAHINDRA HIRING FOR INTERNATIONAL VOICE PROCESSOpenings For - Australian voice process (Telstra) Job role: Providing tech support for inbound callsShift timings - 12.30am onwards ( 9hrs rotational)5 Working Days & 2 Days OFF (Rotational)Location : Bahadurpully, Hyderabad Designation: Customer Relation AdvisorCTC : 2.0L - 3.8L + Incentives Pick up and Drop Facility is provided within 30kms of Bahadurpully (chargeable from salary)Criteria:...
Exp: Fresher Education : B.A , BCA , B.Com , B.E/B.Tech , B.Sc , MCA , M.Com , M.E/M.Tech/MS , M.Sc B.A , BCA , B.Com , B.E/B.Tech , B.Sc , MCA , M.Com , M.E/M.Tech/MS , M.Sc Job Category : Call Center Call Center
Confidential Mumbai , Mumbai City , Navi Mumbai , Thane
EXCELLENT OPENING FOR EQUITY DEALER / ADVISOR, SR.HNI ADVISORY , ADVISORY MANAGER, TEAM LEADER ADVISORY - MUMBAI LOCATION. (REPUTED BROKING COMPANIES) JOB DESCRIPTION: Job Title: Franchise Equity AdvisorDepartment: Advisory Area of Operation: Franchisee servicing – HNI / Retail Location: (Mumbai)________________________________________ Job Summary: Advising franchisees (HNI Clients/ Retail) and maintaining relationship. He would be responsible...
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
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