Financial Needs Jobs in India

AAM - Assistant Area Manager / AM - Area Manager - Wealth Management & Financial Planning FPD.Job Description :Responsible for Sales & Marketing of Financial products & Wealth Management.Must have Excellent Knowledge of wealth management & financial planning.Role Person will be Location Head headi...

Key Responsibilities Customer Acquisition Source new Current Account and Savings Account customers. Generate leads through field visits referrals and networking. Achieve monthly and annual CASA acquisition targets. Relationship Management Build and maintain strong relationships with customers....

Generate life insurance business through the Direct Sales Channel.Acquire new customers through field sales references and lead generation activities.Understand customer financial needs and recommend suitable life insurance products.Achieve monthly and annual sales targets. Required Skills:sa...

Key ResponsibilitiesGenerate insurance business through assigned Canara Bank branches.Build and maintain strong relationships with Branch Managers and bank employees.Acquire new customers through branch referrals and customer interactions.Identify customer financial protection needs and recommend su...

Develop and maintain long-term client relationships.Conduct financial needs analysis and assess risk tolerance.Recommend suitable investment insurance and wealth management solutions.Create personalized financial plans covering savings investments retirement and estate planning.Monitor client portfo...

Build and maintain strong relationships with assigned clients.Understand clients financial needs and objectives.Serve as the primary point of contact for client inquiries and requests.Resolve client issues in a timely and effective manner.Educate clients about products and services.Identify cross-se...

Identify and onboard High Net Worth Individuals (HNIs) and self-employed professionals for Prime LAP products.Build and maintain strong client relationships.Understand customer financial needs and recommend suitable LAP solutions.Conduct financial assessments and collect required documentation.Coord...

Sales Officer-InvestmentLocation: ThrissurExperience: Minimum 1 year of experience in sales OR freshers with excellent sales skillsQualifications: Bachelors degree( Except ) is mandatory.Salary: 20000.00 - 35000.00 per monthShift: 8:30 AM to 5:30 PMWorking Days: 6 days a weekResponsibilitiesIdentif...

Nurture and grow franchisee allocated with support of team of direct reportees (FLS) & LBS. Key objective being growth in New Business and retaining existing business while ensuring adherence to quality standards and process policies and guidelines defined by the organization. As a CBH individual wi...

Manage and grow relationships with existing retail banking customers. Acquire new customers through referrals leads and branch-generated opportunities. Promote banking products such as savings accounts current accounts fixed deposits loans credit cards and insurance products. Understand customer f...

ABOUT GENERATIONAtGeneration we believe in the power of employment to change lives. We are a global nonprofit organization that supports adults to achieve economic mobility through employment. Generation trains and places adult learners of all ages into careers that are otherwise inaccessible workin...

Job Description: Relationship Manager Banking Sector Position: Relationship Manager Industry: Banking / Financial Services Job Summary: A Relationship Manager is responsible for building and maintaining strong relationships with customers understanding their financial needs and providing suitabl...

Some careers open more doors than others.If youre looking for a career that will unlock new opportunities join HSBC and experience the possibilities.Business DescriptorHSBC Corporate and Institutional Banking is a markets-led financing-focused business that provides investment and financial solution...

Eligibility: Experience in Sales Banking Insurance Finance or CASA Sales Good communication and relationship management skills Customer-focused and target-oriented approachKey Responsibilities:• Generate life insurance business through Canara Bank branch referrals• Build and maintain strong relation...

Key Responsibilities: Generate new business through customer acquisition and lead generation. Promote and sell life insurance products to individual customers. Build and maintain strong relationships with customers to ensure long-term business growth. Understand customer financial needs and recomme...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

Some careers open more doors than others.If youre looking for a career that will unlock new opportunities join HSBC and experience the possibilities.Business DescriptorHSBC Corporate and Institutional Banking is a markets-led financing-focused business that provides investment and financial solution...

Key Responsibilities: Customer Service: Create service excellence by partnering with customers through their life cycle and offering suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements. Business Development: Ensuring...

Designation: Financial Service Associate - Financial ServicesRole/Functional Area: Sales/Business DevelopmentLocation: Nayapalli BhubaneswarExperience: 0.6 year - 2 yearsSalary Range: As per industry standardRole and Responsibility: Business Targets: Achievement of business targets for all financial...