Job descriptionRole &amp; responsibilities Intern Trainee Associate Prospecting and identifying new leads and pitching to the customers at Branch.Providing client service to existing customers. They are required to manage all aspects of customer relationshipsCorporate sales to get premium and HNI clientsStrategi

&nbsp;Handling Walk-Ins Enquires &amp; Supporting Customers At Branch For KYC &amp; Documentation Up Keeping•&nbsp;&nbsp;Customer Services &amp; Orientation•&nbsp;&nbsp;In-House Cross Sell Of Canvas Of Products(Only Inside Branch)•&nbsp;Interest Collection Calling &amp; Informing Need Updated On Callings To Existing Customers &amp; Few Backend Work At Branch•Prospect

Established in 1887, The Muthoot Group is one of India&#39;s largest financial groups of its kind with business interests in 20 diverse fields, and a network of over 4500+ branches nationwide. The Muthoot Group, with its Pan-India presence and varied bouquet of products, serves over 2,00,000 customers everyday.

Roles &amp; Responsibilites :- Mutual fundsSIPPMSBondsHNI Clients SalesWhat qualities make a good wealth manager?<img src="https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcT4uhBI3Q58NlwK3Y8dafuFCs-X-Lg97VBH_SOFep02cQ&amp;s">5 Characteristics of a Quality Wealth Manager<ul><li>Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...</li><li>Situational Awareness. ...</li><li>Investing Experience. ...</li><li>Financial Knowledge. ...</li><li>A Team of Financial Professionals. ...</li><li>Comprehensive Wealth Management at Meld Financial.</li></ul>What is wealth management skills?Wealth managers need both technical skills and non-technical (“soft”) skills. Technical skills include&nbsp;capital markets proficiency, portfolio construction ability, financial planning knowledge, quantitative skills, technology skills, and in some situations, foreign language fluency.

Roles &amp; Responsibles :- Mutual fundsPortfolio Management SIPPMSBonds Secuirties What is wealth management skills?Wealth managers need both technical skills and non-technical (“soft”) skills. Technical skills include&nbsp;capital markets proficiency, portfolio construction ability, financial planning knowledge, quantitative skills, technology skills, and in some situations, foreign language fluency What qualities make a good wealth manager?<img src="https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcT4uhBI3Q58NlwK3Y8dafuFCs-X-Lg97VBH_SOFep02cQ&amp;s">5 Characteristics of a Quality Wealth Manager<ul><li>Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...</li><li>Situational Awareness. ...</li><li>Investing Experience. ...</li><li>Financial Knowledge. ...</li><li>A Team of Financial Professionals. ...</li><li>Comprehensive Wealth Management at Meld Financial.</li></ul>What qualities make a good wealth manager?<img src="https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcT4uhBI3Q58NlwK3Y8dafuFCs-X-Lg97VBH_SOFep02cQ&amp;s">5 Characteristics of a Quality Wealth Manager<ul><li>Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...</li><li>Situational Awareness. ...</li><li>Investing Experience. ...</li><li>Financial Knowledge. ...</li><li>A Team of Financial Professionals. ...</li><li>Comprehensive Wealth Management at Meld Financial.</li></ul>

KRA • Regional Marketing Activity&nbsp; • Branch Visibility Management • New Branch Support • Weak Branch Support • B2C Management • MIS Management Job Description:- • Regional Marketing Activity&nbsp; Responsible for&nbsp;% increase in business through marketing activities planned &amp; executed for the branches of&nbsp;various categories in the region- NCA Cost per lead: (Total expenditure on marketing/ Number of new customer leads sourced through marketing activities) maintained throughout the year. Innovative marketing Ideas initiated as per regions/local requirement • Branch Visibility Management Develop benchmark and monitor for In- Branch Visiblity and remove all Old communications which is not relevant at the branch&nbsp;: Product display, In-Branch Branding, Standee,&nbsp;Arch , Banners&nbsp;and Glow signs up keeping liaising&nbsp;through Admin • New Branch Support Prepare on-ground marketing calendar for the Branch to create awerness and increase in Walk-ins, % of New loans from new customers (at the branch) through&nbsp;marketing initiatives. Evaluate and recommend branch visiblity through Pathfinder, Wall Painting, local branch level activity etc. • Weak Branch Support Identify the branch based on the date of launch against the Business growth in terms loan dispersed&nbsp;i.e. Above 2 years branch 8 Cr of business to happen. Create Visiblity and awareness for the branch through Marketing initiatives. • B2C Management Prepare on-ground event calendar for the Region Evaluate and recommend productive , Van Marketing, Melas, Consumer promotion etc. Responsible for driving promotion activities in branch catchment areas. Business Index: (Total new customer business through marketing activities/ Total expenditure on marketing) • MIS Management Monitor and report Daily activity&nbsp; Analyze and report effectiveness of POSM usage in Branch &amp;&nbsp;Van Marketing and&nbsp;Consumer promotion Activity &amp; Melas etc Productivity and cost effective analysis Branch Visit Report Requisite Qualification Essential Graduate&nbsp;&nbsp; Preferred Qualification in Management&nbsp;(Marketing) Requisite Experience Essential 2-3 years of relevant experience or field Sales in Banking, FMCG Preferred Localite preffered. Special Skills Required&nbsp; • Branch Visibility /Support understanding • POSM Know-how • Excel &amp; Power Point- Basic Knowledge of Computer&nbsp;

Roles &amp; Responsibilities :- Meeting with HNI clientsSIPMutual fundsPMSBonds Securities What are the key responsibilities of a wealth manager?What Does A Wealth Manager Do?<ul><li>Estate planning.</li><li>Accounting services.</li><li>Retirement planning.</li><li>Strategic tax planning.</li><li>Investment advisory services.</li><li>Banking services.</li><li>General long-term financial planning.</li></ul>What are the 3 essential categories of wealth management?We think there are basically three kinds of wealth management firms:&nbsp;Product Vendors, Customized Traders and Planner/Coaches

Roles &amp; Responsibilites : Recruitment &amp; Operations Campus drives Job fairs Employee enagement activities Mainly in recruitment in field sales recruiters and visiting colleges arranging placements drives in around our region.Visiting the branches around our region.What are the 7 main functions of HR?What Does an HR Manager Do?&nbsp;7 Functions of the Human Resources Department<ul><li>Recruitment and Hiring.</li><li>Training and Development.</li><li>Employer-Employee Relations.</li><li>Maintain Company Culture.</li><li>Manage Employee Benefits.</li><li>Create a Safe Work Environment.</li><li>Handle Disciplinary Actions.</li></ul> end to end recruitmentOnboardingmaking trasfers with in the region.