54 Aum Jobs

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Chennai location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Vadodara location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Kolkata location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

Job Brief Position : Branch Manager_B2C Franchise managers are responsible for overseeing the day-to-day operations of their companys franchises. They work with both franchise owners and employees to ensure that each location is running smoothly and meeting all standards set by the parent company. Franchise managers may also be involved in recruiting new franchisees, helping them develop a business plan, and providing other support throughout the application process. Key Responsibility Position e Manager_B2c •Arrange Meeting with new & existing sub brokers through Phone call and Cold calling, and digital marketing •Deliver outstanding customer service in terms of pre sales and post service. •Work with passion as a part of the team while maintaining a clean, tidy and safe working environment. •Franchisee acquisition & acquired sub broker activation. •This profile more focused for franchise vertical development, on the other hand a business process, encompassing activities that range from the creation of a franchise, to the consulting, sales, and marketing efforts behind franchise offerings. •Responsibilities include managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues. •Branch managers oversee the performance of other employees who work in their branches. Job Specification Position : Branch Manager_B2B •Developing training programs for new franchisees, employees, and managers. •Recruiting prospective franchisees based on their financial resources, business experience, and personal characteristics. •Interviewing potential franchisees and reviewing their application forms to determine if they are eligible to purchase a franchise. •Managing ongoing operations of a franchise location by overseeing staff members, making operational decisions, and maintaining relationships with customers. •Reviewing financial statements to ensure that franchisees are following company standards for operations.

This Opportunity is with a leading Stock Broking Company in Chennai location Role: Wealth Manager - HNI Experience: 2 -7 Years Job Description: Role & Responsibilities: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops, and other business development activities. To achieve budgeted targets in terms of amount of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: MBA in Finance / Marketing Experience: 2+ year experience in Financial Services Asset Management/ Broking Company sector. Required Key Skills: Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills. Interested Candidates can share their CV's at priyal@topgearconsultants.com

Job Description Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. • He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. • Promote Focus Product of the month. • Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products. • .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. • Candidate should be having 25-30CR of AUM with him/her into Equity & Investment Product • Min. 25-30 HNI client candidate managing. • Min AUM 15-20cr from Equity Location Mumbai Delhi Bangalore Kolkata Experience 5-12 Year HR Nasim Khan-9320768861

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Role & responsibilities Develop and execute sales strategies to expand institutional business partnerships and client base. Conduct market research to identify potential institutional clients and industry trends. Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions. Possess an in depth knowledge of industry sector/segment wise in respective region. Confident to review and discuss Financial markets with investors to and Brand/ Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors. Partner with wholesale Distributors to understand their clintetel financial needs to promote to SAMC Schemes. Responsible for driving the sales for all wholesale along with high volume across the region. Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions. Responsible for conducting all educating / training for new investors. Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account. Provide regular updates and reports on institutional business development activities to senior management. Stay informed about industry regulations and compliance standards affecting institutional business relationships. Work closely with internal teams to ensure seamless investment experience to institutional clients. Preferred candidate profile Preferably candidates from AMC / NBFC with MF knowledge

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 20Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention. Job Requirements 8-10 years work experience in NBFC, Banks, Mutual Fund industry In depth domain knowledge of Mutual Fund investments in detail, PMS Equity Market. Current Economy Distribution / Channel management Good communication and presentation skills, Good interpersonal skills Ability to work with other people well, Willing to travel. Pro-activeness to know things and drive business and people How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Min 2 A/Cs of 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month. Min 1 Lac Insurance premium every month (li/GI/hi/motor) Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/IAP/PMS/PE/IAF/FD/Bonds Required Candidate profile MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) Research, investigate and update client on available investment opportunities/financial market.building a strong AUM book

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

The role would require to train, enable and influence branch team to sell investment products– MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Enable and influence branch teams to cross sell the investment products Help branch team achieve their cross sell targets.

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Role & responsibilities Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organizational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in hand holding the transactions with the new and existing clients 10.Adhering to compliance norms of the organization and Regulator 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 13.Maintain the data on market share and review it on regular basis

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 27Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Handling Team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors. Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY) Managing Large Trader Clients/Big Ticket size Client Acquisition & service Required Candidate profile Candidate should have min experience of around 6 years from broking industries and managing bank AUM of HNI Clients Managing relationship of HNI clients, retaining & enhancing advisory relationship

Handling Team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors. Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY) Managing Large Trader Clients/Big Ticket size Client Acquisition & service Required Candidate profile Candidate should have min experience of around 6 years from broking industries and managing bank AUM of HNI Clients Managing relationship of HNI clients, retaining & enhancing advisory relationship

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications. Perks and benefits: Mention available facilities and benefits the company is offering with this job.

The Role: As an Associate, Order Management (Billing Specialist), you will be responsible for processing new customer contracts/subscriptions, renewal contracts/subscriptions and revisions on existing contracts/subscriptions for proper terms, contract pricing, invoicing and correct sales policies. You will also process all customer contact revisions as requested by Sales and Finance, including all escalations to Sales, Finance, Client Services or Credit & Collections via telephone or written communication via SFDC. This position is also responsible for ensuring accurate recording of AUM (Assets Under Management) for S&P Dow Jones Indices (SPDJI). You are also expected to assist in troubleshooting all internal/external customer queries on invoices and quarterly reporting The Team / The Business: The Associate will be collaborating with a global team to provide world class support to clients of S&P Dow Jones Indices. The Impact: You will be able to contribute to the team and company in a meaningful way. You will be integrated into a group with high expectations and can expect to have a meaningful impact to whole S&P Organization. What's in it for you: Very good opportunity for career growth and very good working environment Responsibilities Responsible for ensuring all Sales Orders are accurately following SPDJI Sales Guidelines Performs data entry Salesforce Completes Invoicing in home based system PIMS (Product Information Management System Thorough review and processing of AUM (Assets Under Management) within macro built templates Process renewals per SPDJI policies and provide clear communication to Sales/Finance Team Understanding of basis points and an Index held within S&P Dow Jones Follow up with clients for quarterly reporting of Assets Under Management Communicate across departments to ensure on time invoicing and accurate billing Generate and provide metrics requested by SPDJI Ability to work independently and confidently respond to sales/finance Generate and manage ongoing spreadsheets/templates for the lifecycle of an agreement between AUM and SPDJI Responsible for accurate calculations of reporting provided by clients via sales agreements Ability to review agreements/contracts and have a full understanding of processes required to successfully invoice clients Due to work shifts, follow natural alignment to regional Sales Teams & create a good working relationship w Sales Teams, finance & corporate Maintain flexibility and clear line of communication to/from management Understand when to question and escalate to avoid inaccuracy Work across SPDJI organization to resolve any client issues in a timely manner regarding invoicing Responsible for adhering to all audit requirements throughout year All work is accepted via Cases in SFDC, document all communication around orders via SFDC Complete various assignments as required and/or assigned Requirements: Bachelors degree in any field (Finance/Accounting-related course is preferred but not required) Excellent oral and written communication skills. 1-2 years of related work experience or related degree. Customer service experience or working in fast paced environment with Sales Organization Work overtime as needed during the month end close. Flexible schedule to meet important deadlines. Intermediate knowledge in Excel is highly preferred. Strong organizational skills and ability to prioritize. Integrity, honesty, positive attitude, strong attention to details, and a desire to learn independently are all essential. Must be willing to work in US Shifts