Up Sales analyst Jobs – 144 Open Jobs Today

Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM
TATA Capital —Lucknow, Uttar Pradesh
- Full-time
- Bachelor's degree
Senior Manager
Axtria, Inc. —Noida, Uttar Pradesh
- Master's degree
- SQL
- Project management
Business Analyst
TGBPL TP India - GBS —Noida, Uttar Pradesh
- Full-time
- Remote
- Bachelor's degree
- Software development
- Work from home
Functional Consultant - Dynamics CRM
Flexsin —Noida, Uttar Pradesh
- Azure
- Computer Science
- Customer service
SAP PP Functional Analyst
Sopra Steria —Noida, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
Quick apply
Lead Assistant Manager
EXL Service —Noida, Uttar Pradesh
- Full-time
- Azure
- Data analysis skills
- SQL
Senior Business Analyst
360 DC Group —Noida, Uttar Pradesh
- Salesforce
- Presentation skills
- APIs
Quick apply
Project Manager
Pipecare Group —Noida, Uttar Pradesh
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Implementations Team Lead
Clearwater Analytics India Private Limited —Noida, Uttar Pradesh
- Full-time
- Microsoft Office
- Finance
- Master's degree
Quick apply
Assistant Manager - Finance
Soterius —Noida, Uttar Pradesh
- Full-time
- Microsoft Excel
- Oracle
- Finance
CM- Sitapur Informal
Aditya Birla Group —Uttar Pradesh
- Finance
- Master's degree
- Analysis skills
Delivery Manager
Qualtech Consultants —Noida, Uttar Pradesh
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Relationship Manager
gHRig People Solutions —Lucknow, Uttar Pradesh
- ₹7,00,000 a year
- Full-time
Quick apply
12d
Data Analyst
WebSenor InfoTech —Noida, Uttar Pradesh
- Full-time
- Hybrid work
- Microsoft Excel
- Azure
- Computer Science
Quick apply
Implementations Project Manager
Clearwater Analytics India Private Limited —Noida, Uttar Pradesh
- Full-time
- Salesforce
- Microsoft Office
- Finance
Quick apply
Financial Analyst 3
Adobe —Noida, Uttar Pradesh
- Full-time
- Microsoft Excel
- Data analysis skills
- Finance
13d
Voice Quality Analyst (US Tech Support Process)
Assistara Global Services Pvt. Ltd. —Noida, Uttar Pradesh
- ₹30,000 - ₹50,000 a month
- Full-time
- English
- Analysis skills
- In-person
- Health insurance
Quick apply
12d
Digital Marketing Analyst
CLANSTECH —Noida, Uttar Pradesh
- ₹20,000 - ₹40,000 a month
- Full-time
- Project management
- In-person
- Communication skills
- Paid time off
- Flexible schedule
Quick apply
SAP FINANCE Senior Functional Analyst
Sopra Steria —Noida, Uttar Pradesh
- Full-time
- Bachelor's degree
Quick apply
Product Owner
Ontic Technologies —Noida, Uttar Pradesh
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
- Health insurance

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Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM

TATA Capital -
Lucknow, Uttar Pradesh

Apply Now

Job details

Full-time

Qualifications

Bachelor's degree

Full job description

Job Purpose
The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main Accountabilities
Client Acquisition and Relationship Management:

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
Profiling Customers and providing financial products to meet customer needs.
Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
To Enhance & Retain customer profitability by capturing a larger share of Wallet.
Ensure profitability of the portfolio: Generate high Income per Customer.
Acquire new customers who meet product criteria through cross-referral.
Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
This role is to acquire B2C or B2B clientele & build a portfolio thereon.
Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

Ensure profitability of the portfolio: Generate high Income per Customer.
Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

Qualification : Postgraduate/ Graduate in any discipline

Apply Now

Refine Your Search

sales analyst jobs in up

Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM

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Financial Analyst 3

Voice Quality Analyst (US Tech Support Process)

Digital Marketing Analyst

SAP FINANCE Senior Functional Analyst

Product Owner

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