UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.

Responsibilities: You will be responsible for recruiting, mentoring and managing a team of Wealth managers to achieve sales targets and drive business growth

1. Recruit and onboard your direct team.
2. Provide training and development support to your team to enhance their product knowledge and sales skills.
3. Meet the defined sales targets and motivate the team to achieve them.
4. Monitor and analyse team performance, providing feedback and coaching as needed.
5. Develop and implement sales strategies for new client acquisition.
6. Ensure compliance with regulatory and company policies.
7. Build and maintain strong relationships with clients and foster customer loyalty.
8. Stay updated on industry trends and market developments.

Qualifications:

1. Bachelor's degree/master's or equivalent.
2. Minimum of 5 years of experience in BFSI Sales or a related field or 1-2 Experience in Team management.
3. Proven leadership and team management skills.
4. Strong communication and interpersonal abilities.
5. Goal-oriented and self-motivated.
6. Knowledge of insurance products and industry regulations is a plus.

The base salary range is INR 5-7 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.

UPONLY FinServ is the financial services arm of UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and customised financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.

Skills Required: We're looking for candidates:

1. With a strong understanding of financial products.
2. Committed to providing personalized solutions to clients.
3. Great at listening and problem-solving.
4. High level of integrity and passion towards customer service.
5. Good Communication Skills in English & local language.

Key Responsibilities

Client Relationship Management:

1. Build and maintain strong client relationships to understand their financial goals and needs.
2. Ensure the delivery of tailored wealth management solutions and services to meet client objectives.

Business Development:

1. Identify opportunities for business expansion and revenue growth.
2. Develop and execute strategies to acquire new clients and retain existing ones.

Expectations:

1. Strong knowledge and understanding of financial markets.
2. Excellent communication, and interpersonal skills.
3. Strong analytical and decision-making abilities.
4. Compliance and regulatory knowledge.
5. Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
6. Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
7. Nurture client relationships and address clients' questions regarding financial plans and strategies.
8. Analyse clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
9. Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.

Qualifications:

1. B.COM/B.A./B.M.S./B.B.A./P.G.D.B.A. or equivalent.

The base salary range is INR 1.8-5 lacs per annum. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions.