54 Aum Jobs - Page 2

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

Job Description: Public Equity Head The Head of Public Equity will be responsible for overseeing all aspects of the public equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing investment portfolios. This role requires a deep understanding of the public equity landscape, strong leadership skills, and a proven track record of successful investments and exits. Key Responsibilities: 1. Investment Strategy: o Develop and implement a comprehensive public equity investment strategy aligned with the firms overall objectives. o Identify and evaluate investment opportunities across various sectors and geographies. o Conduct thorough due diligence and financial analysis to assess the viability of potential investments. 2. Deal Sourcing and Execution: o Build and maintain a robust pipeline of investment opportunities. o Lead negotiations and structuring of investment deals. o Manage the execution of transactions, including coordination with legal, financial, and operational teams. 3. Portfolio Management: o Oversee the management and performance of investments. o Work closely with Wealth Managers, PE Consultants, Investment Bankers to drive growth, operational improvements, and value creation. o Monitor and evaluate the financial performance of portfolio, implementing corrective actions as needed. 4. Exit Strategy: o Develop and execute exit strategies to maximize returns for investors. 5. Team Leadership: o Build and lead a high-performing public equity team. o Mentor and develop team members, fostering a culture of excellence and continuous improvement. o Ensure effective collaboration and communication within the team and with other divisions. 6. Stakeholder Management: o Maintain strong relationships with investors, advisors, and industry professionals. o Communicate investment performance and strategy to investors and stakeholders. o Represent the firm at industry conferences, events, and in media engagements. 7. Compliance and Risk Management: o Ensure all investments comply with relevant regulations and internal policies. o Identify and mitigate risks associated with investments and portfolio management. Preferred candidate profile Professionals with 15-20 years of experience in Public equity research, institutional research, mutual funds, portfolio management, and asset management . To ensure we find the best match for this critical position, I am targeting senior professionals currently holding roles such as Head of Equity Research , Fund Manager , or similar leadership positions at leading asset management companies, investment firms, and wealth management organizations.

Two Posts. Chennai and Bangalore based . Reporting to Divisional Manager. Degree\Diploma in Electrical Engineering with 10 to 12 years experience in Marketing of Electrical Capital Goods preferably Transformer \ Switchgear \ substation equipment . Responsible for collecting market intelligence, business development, quarterly budget achievement, strict debtor control, effective utilization of subordinates, representing company in seminars\conferences, update management on technology trends. Deling with EPC Contractor, Government Utility and private industries also(.) Must be multilingual with excellent analytical ability apart from oral and written communication aptitude. Permanent vacancy with expected association of five years. Must be willing to travel minimum 15 days in a month. Role & responsibilities Preferred candidate profile Perks and benefits

Hi, 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 . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Dear Candidate, Urgent opening with leading broking firm. Job Purpose : The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ 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

Timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas).Understanding of capital markets including Derivatives, Currency and Commodities.Advisory certification program..9+ Years exp in Financial Market Required Candidate profile Has to get some of his Team ,AUM, while we will give some AUM and then we both, you as Vendor and me as HR, have to help him in hiring team current Branch Head/ Regional Head, Zonal Head Team Leader

Job Description: Public Equity Head The Head of Public Equity will be responsible for overseeing all aspects of the public equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing investment portfolios. This role requires a deep understanding of the public equity landscape, strong leadership skills, and a proven track record of successful investments and exits. Key Responsibilities: 1. Investment Strategy: o Develop and implement a comprehensive public equity investment strategy aligned with the firms overall objectives. o Identify and evaluate investment opportunities across various sectors and geographies. o Conduct thorough due diligence and financial analysis to assess the viability of potential investments. 2. Deal Sourcing and Execution: o Build and maintain a robust pipeline of investment opportunities. o Lead negotiations and structuring of investment deals. o Manage the execution of transactions, including coordination with legal, financial, and operational teams. 3. Portfolio Management: o Oversee the management and performance of investments. o Work closely with Wealth Managers, PE Consultants, Investment Bankers to drive growth, operational improvements, and value creation. o Monitor and evaluate the financial performance of portfolio, implementing corrective actions as needed. 4. Exit Strategy: o Develop and execute exit strategies to maximize returns for investors. 5. Team Leadership: o Build and lead a high-performing public equity team. o Mentor and develop team members, fostering a culture of excellence and continuous improvement. o Ensure effective collaboration and communication within the team and with other divisions. 6. Stakeholder Management: o Maintain strong relationships with investors, advisors, and industry professionals. o Communicate investment performance and strategy to investors and stakeholders. o Represent the firm at industry conferences, events, and in media engagements. 7. Compliance and Risk Management: o Ensure all investments comply with relevant regulations and internal policies. o Identify and mitigate risks associated with investments and portfolio management. Role & responsibilities Preferred candidate profile Perks and benefits

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 - 30 LPA Location : Pune Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - 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 - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Jaipur 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 . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore 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 . Regards Pushpa Jaiswar Human Resource Anandrathi Group

- To Sell Mutual Fund, PMS, AIF, 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, PMS and mutual funds - Should have good Client Base popularplacement@yahoo.com

Role Senior Relationship Manager Location - Thane, MAH Experience required 3+ years & above in Capital market/Investment market . Job description: V entura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Skills required - To manage clients portfolio To develop and maintain a long-term relationship with the customer To onboard and activate customer account Have an existing AUM in MF for 10 Cr, pref worked in wealth profile. Acquisition new client HNI for Alternative business Transfer of existing assets Increasing AUM and SIP book To advise clients for various investment options For Mutual Fund and alternative investment product Interested candidates Kindly share your resume at pallavi.sahu@ventura1.com

IncreaseAUM,Net Sales,MarketShareofHDFCAMCattheBranch ChannelmanagementacrossIFA’s,NationalDistributorsandBanks TeamManagementanddevelopmentofsub -ordinates EnsurestandardsofCustomerServiceandCompliancearemetattheBranch Monitoringtheservicingofclient

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevant experience of Wealth management advisory services. 2. Post Graduate from any discipline is a must. 3. Stability of minimum 3-4 years in the current and previous assignments. If Interested , please share profile on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion. Regards Pushpa Jaiswar Corporate HR ANANDRATHI Group

Job Description - Relationship Manager HNI Sales- Kolkota Minimum 6 months experience in handling HNI Relationship Salary Range - up to 15 LPA Qualifications : An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. SUMMARY: - The Relationship Manager-Wealth 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 of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising 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 them 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. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams. Please call Mamta 9884629940 for more info Regards Mamta 9884629940

We at Preferred are hiring Preferred Relationship Manager with Anand Rathi Group for Across location -Kolkata 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 call on 9359038839 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) - Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio

Maintaining AUM strong relationship with HNI , UHNI clients ensuring that their portfolios grow and stay aligned Understanding the need & risk appetite of the client financial products Mutual Fund PMS, AIF, PE, Bonds, Structured Products, Direct Eqty

Maintaining AUM strong relationship with HNI , UHNI clients ensuring that their portfolios grow and stay aligned Understanding the need & risk appetite of the client financial products Mutual Fund PMS, AIF, PE, Bonds, Structured Products, Direct Eqty

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Kolkata, Bangalore, Ludhiana, Hyderabad Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues. To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients. Achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. Contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products. To ensure regular availability of research material and inputs to the clients. To ensure that client promises are kept and their grievances are adequately addressed or highlighted. To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix. Ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them. To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead. To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore & Mangalore 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