124 Amfi Jobs - Page 4

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on anusha@avaniconsulting.com Contact - 9003875895

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Field Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company’s revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Experience : Candidates with prior field sales experience preferred. MBA (Marketing) freshers are encouraged to apply. Education : Bachelor's degree in any discipline. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market. Two-wheeler is mandatory for travel within the city and surrounding areas.

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on taru@avaniconsulting.com Contact - +91 7355922379

We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!

We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!

We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Ruchi - 9892371246 Call / WhatsApp. your resume Share updated resume:- ruchi@avaniconsulting.com No charges.

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Job Role Engaging with distributors (IFA / Banks / NDs) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships and accounts Identify & empanel new IFA in the area. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RMs in that area, with the objective of improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill Job Requirements 3 years of relevant selling experience. Proven track record of client value creation Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational Qualifications MBA/PGDM Finance and/or Marketing The candidate must have good communication & presentation skills. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. The ideal candidates should have knowledge of Capital Markets & value creation for clients. Self-starter, proactive & target oriented behaviour will be appreciated. AMFI certified – NISM VA

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - aanchal@avaniconsulting.com What's app and call - 9917283370 Email: aanchal@avaniconsulting.com

Primary Role To develop the business in the assigned area by supporting the Bank Employees. Strategic planning for business development of multi products in coordination with the Bank. Training of the Bank employees on Product, Processes and Policies as defined by the company. Relationship building with Bank and liasoning for activity management. Review of Bank employees on different product Sales. Activity Planning, Execution and overall management. Products : Mutual Funds, Loan Against Security, PMS, Bonds and Securities etc. Secondary Role Operational and other Assistance to various mapped branches Required Candidate profile 1. In Depth Knowledge of Financial products. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidates preferred. 4. Must have Sales Attitude. Contact Details Email - acsah.samuel@njgroup.in Mo - 9313922203

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail -ruchi@avaniconsulting.com What's app and call - 9892371246 Email: ruchi@avaniconsulting.com

Relationship Manager Retail Sales Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization. Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met. Maintain call reports and implement the sales process of the organization. Drive profitability & market share from the sourced AUM. Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench brand and advance sales. Maintain & priorities regular contact with channel partners to sustain and improve the relationship. Ensure our distributors have a detailed understanding of our funds & products. Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business Sales support & market intelligence Coordinate with product and research team to provide support to the channel partners. Provide sales support to existing and new relationships, respond to more complex customer enquiries. Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation. Knowledge, Skills, Competencies Excellent inter personal skills, communication & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets. Effective knowledge of MS Word, Excel and PowerPoint Strong on analytics and problem-solving skills. Aptitude for encouraging positive relationships Certifications NISM Series V - Mutual Funds Distributor Module certified Competencies Excellent Communication Collaboration Innovation & Continuous Improvement

Job Purpose To achieve over all business targets on volumes and profitability for the specific and NTB customers for Infrastructure Finance Group. Ensure Portfolio Growth and Management in line with business segments objectives Job Responsibilities(JR) :Actionable Asset Growth Identifying potential and scoping the clients for Asset growth (Budgeting) Ensure YoY Asset growth in line with verticals targets Responsible for managing the accounts/ clients for desired asset growth as per plan for the year Increasing Asset Product Mix for the client CC/OD/WCDL/TL/DRUL etc Increasing the asset book by acquiring new customers (NTB) Portfolio monitoring and review (ALM/ Tableau/ Business MIS) Core Income Planning the income targets at start of the financial year Ensure YoY Income growth in line with verticals targets Portfolio monitoring to meet the MoM revenue plans. Tracking of performance at regular intervals to monitor income variance with budgets; formulating and implementation of plans to meet income targets for the portfolio Monitor and deliver on Incremental/ Portfolio Yield as per Plan Revenue maximization through offering of right mix of Products as per customers needs. To ensure Fee and other income growth including NFB income lines mix and growth (BG/ LC) Liability To meet Liability growth in line with Assets growth to meet the Self-Funding Plan for the year To be the face of the Bank for all products and services that a customer needs viz CA/ SA/ FD/ Customers Salary Account etc To engage continuously with Bank Branch Channel to ensure delivery of product/ services Key Objectives To plan and meet Key Objectives set for the year by senior management which need special focus by team. To promote KOs like Cross sell of Bank products , driving branch business etc To ensure PSL/Agri targets of the portfolio is achieved Engaging customers for Promotion of digital drives of the Bank like Enet/NetBanking, TON, SME digital, Mobile Banking, PayZapp, Insta Alert, Smart Buy, etc from time to time. Qualitative objectives Relationship building with both internal and external customers Ensuring and tracking required client calls for both existing and prospective clients on CRM. Preparation of CAM, engaging with Credit for approval, and engaging with Operations for disbursement and ensuring defined TATs Initiatives, process innovation beyond normal work Geography/ Area handling to ensure coverage including the Rural initiatives, along with Branch/ OEMs. To mentor, manage and motivate the SOs/HBLs reporting to the RM and guide them to achieve targets through active hand holding To track Market and Competition Product Holding per client Housekeeping To keep proper track on Housekeeping for the Healthy portfolio PDD, Deferrals, to be ensured within defined levels ORMC deferrals to be nil Management of stress and critical accounts, timely exits and resolving the NPA/ Write-off cases Managing Call Memo, CAM renewals, minimum SRM Ensure that business is conducted as per Banks and RBI guidelines Educational Qualifications Key Skills CA or PGDM/MBA or Engineers from reputed institute. Certifications: AMFI Certification (Optional) NCFM Certification (Optional) CAIIB (Optional) Internal Certification Insurance certification (optional) Excellent communication skills with the ability to acquire and manage a wide and varied portfolio of clients Excellent knowledge of Banking Products & EMI loans (Infra/ commercial equipment market understanding is desirable) Sound business acumen and a high degree of financial management capability Good selling skills to deal with B2B and B2C clients Effective time management skills Highly self-motivated and dynamic, enthusiastic and passionate with a desire to succeed Assertive approach and good in convincing different stakeholders Problem solving approach, learning attitude, innovative in structuring the deals Experience Required Minimum experience 2 years as RM Exposure to banking preferable Exposure to commercial/ capital equipment market, SME preferred Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Credit and policy Operations Product Team Retail Branch Banking Trade/ Forex/ Treasury/ Salary/ Digital teams

Role - Digital Banking-Digital Journey Manager Location - Mumbai Subject Line - Digital Journey Manager_Mumbai Job Purpose: Prepare a Product Developmentenhancement plan for various existing products on Digital Application Platform (DAP)/Adobe/Auto Circle/Healthcare/EVA ,Whatsapp or any other platform Deliver effective solution to simplify customer acquisition by improving UI/UX, integrating various API/solutions available in the market with the platform to provide smooth onboarding. Co ordinate with stakeholders for approval on the development journey. Benchmark journey with other competition and continuous review of fields/flow. Job Responsibilities(JR): 1. Prepare the Product Development/enhancement plan for the Products managed Prepare a Product Development enhancement plan for various existing products on Digital Application Platform (DAP)/Adobe/AutoCircle/Healthcare/EVA/Whatsapp Discuss the requirement jointly with respective product teams, BSG-IT and other stakeholders and undertake development of the requirements for the products managed Overlook progress of development throughout the life-cycle for on-time and bug-free delivery Testing of the new developments for bugtesting process gaps and take corrective action Undertake enhancements for the various products to keep it relevant at all times 2. Business Support Regular interaction with implementation team seeking feedback on product, process. From all channels using digital platform Basis feedback received take up enhancements on all products on DAP, Adobe, Auto circle, Healthcare etc. And any other platform related to process, TAT, approval rates. Review feedback from external touch points to enhance the experience on all digital platforms. 3. Process Review for products managed Continuous review the process of existing journeys already deployed on Digital platform. Undertake enhancement for the various products to improve the process, UIUX, Fields, 4. Master Maintenance for the products managed Carry out periodic Master Maintenance for the platform and all products managed Streamline the Master Maintenance process jointly with various stakeholders Review the Master Maintenance platform (BusinessNext) and take up development work to improve the master maintenance process 5. Competition Benchmarking for the products managed Review competition offerings for capabilities, features, process, UI/UX and benchmark it to the banks offering Take development efforts to make our offering better than competition 6. Query and Troubleshooting for the products managed Resolve queries bugs reported by users Carry out Root Cause Analysis (RCA) for reported bugs and take corrective action in a time-bound manner Educational Qualifications Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills 1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients 2. Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly 3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. 4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. 5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Designation:Customer Service - Inbound Payroll-No 1 BANK Payroll Job Location-Mumbai/Vashi/Thane Process-Inbound Salary-12k to 17K Net+Incentives Day Shift 5 DAYS WORKING Work From Office Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile We are looking for experienced as well as Freshers. Rotational Shifts Good communication skills in English , Hindi Any one of these regional language Oriya/Bengali/Gujarati/Malayalam/Assamese/Marathi Perks and benefits Medical Allowance + Performance based Incentives

Graduate/Post Graduate (fresher or Exp)= may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 Hritika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Location: Bangalore Min 4 years into HNI/UHNI/NRI/Prioriity clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Siliguri. Salary CTC up to Rs 3.50LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in

Job Purpose "This position is open with Bajaj Finance ltd." Business process review according to IRDA compliances. Related to all insurance business partners Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Ensure compliance in accordance with IRDA norms. KYC adherence of insurance customers. Claim settlement in accordance with IRDA guidelines. Compliance with Turn Around Time of claim settlements according to IRDA norms. Filing half yearly and annual returns. Coordination with business partners and helping them to maintain compliance. 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Receiving data from business partners. Compliance related communication and data. Challenges related legal compliances. 5. DECISIONS (Key decisions taken by job holder at his/her end) Various Product related decisions 6. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work COE team Products team Relationships team Agents across the department Credit Operations insurance team Finance team Marketing team External Clients Roles you need to interact with outside the organization to enable success in your day to day work Partners Service Vendors 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) N/A Other Dimensions (Significant volume dimensions associated with the job) ‚ Total Team Size: ‚ Number of Direct Reports:02 ‚ Number of Indirect Reports: ‚ Number of Outsourced employees: ‚ Number of locations:01 ‚ Number of products: 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Required Qualifications and Experience a)Qualifications Certification of Insurance mgmt. Graduation (commerce preferred) b)Work Experience Insurance compliance experience of 5 to 6 years Strong understanding of legal compliances related to insurance Working knowledge of legal documentation Ability to work with MS office

Job Purpose "This position is open with Bajaj Finance ltd." Business process review according to IRDA compliances. Related to all insurance business partners Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Ensure compliance in accordance with IRDA norms. KYC adherence of insurance customers. Claim settlement in accordance with IRDA guidelines. Compliance with Turn Around Time of claim settlements according to IRDA norms. Filing half yearly and annual returns. Coordination with business partners and helping them to maintain compliance. 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Receiving data from business partners. Compliance related communication and data. Challenges related legal compliances. 5. DECISIONS (Key decisions taken by job holder at his/her end) Various Product related decisions 6. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work COE team Products team Relationships team Agents across the department Credit Operations insurance team Finance team Marketing team External Clients Roles you need to interact with outside the organization to enable success in your day to day work Partners Service Vendors 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) N/A Other Dimensions (Significant volume dimensions associated with the job) ‚ Total Team Size: ‚ Number of Direct Reports:02 ‚ Number of Indirect Reports: ‚ Number of Outsourced employees: ‚ Number of locations:01 ‚ Number of products: 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Required Qualifications and Experience a)Qualifications Certification of Insurance mgmt. Graduation (commerce preferred) b)Work Experience Insurance compliance experience of 5 to 6 years Strong understanding of legal compliances related to insurance Working knowledge of legal documentation Ability to work with MS office