3 jobs found in dehradun, uttarakhand.

Job DiscriptionBuild and manage a B2C portfolio of clientsPlan and manage new account onboarding process, asset transfers and other account service requestsBuilding a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.Build continuous AUM (assets

Role & Responsibilitieso Report to the Branch IM Sales Manager in the respective cityo Will be covering and servicing brancheso Manage minimum 6-10 branches (depending on the size of the city & branch)o Represent IM Investment Managers for the sale and service of  IM mutual fundso Maintain and build relationship with customers of the brancho Understand the products, market scenario and suggest investment options based on client profilingo Manage walk-in

Job Details: Hiring For Field Sales Executives for their water management and plumbing solutions division. The role involves sales, business development, and customer relationship management, with a focus on new customer acquisition and achieving sales targets. The position may also involve marketing activities and local travel. Key Responsibilities:Sales and Business Development: Identifying and acquiring new customers, promoting products and services,